0001832093-23-000002.txt : 20230406 0001832093-23-000002.hdr.sgml : 20230406 20230406144536 ACCESSION NUMBER: 0001832093-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230406 DATE AS OF CHANGE: 20230406 EFFECTIVENESS DATE: 20230406 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baron Financial Group, LLC CENTRAL INDEX KEY: 0001832093 IRS NUMBER: 208890009 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20388 FILM NUMBER: 23805725 BUSINESS ADDRESS: STREET 1: 16-00 STATE ROUTE 208 SOUTH STREET 2: SUITE 104 CITY: FAIR LAWN STATE: NJ ZIP: 07410 BUSINESS PHONE: 201-791-6408 MAIL ADDRESS: STREET 1: 16-00 STATE ROUTE 208 SOUTH STREET 2: SUITE 104 CITY: FAIR LAWN STATE: NJ ZIP: 07410 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001832093 XXXXXXXX 03-31-2023 03-31-2023 false Baron Financial Group, LLC

16-00 State Route 208 South Suite 104 Fair Lawn NJ 07410

13F HOLDINGS REPORT 028-20388 000144234 801-67989 N NICHOLAS J. SCHEIBNER 201-791-640 /s/NICHOLAS J. SCHEIBNER Fair Lawn NJ 04-06-2023 0 55 157956911 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 227900 1430 SH SOLE 1430 0 0 APPLE INC COM 037833100 1623509 9845 SH SOLE 9265 0 580 ARES CAPITAL CORP COM 04010L103 317340 17365 SH SOLE 17365 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 368286 1654 SH SOLE 1406 0 248 BLACKSTONE INC COM 09260D107 232776 2650 SH SOLE 2150 500 0 COLGATE PALMOLIVE CO COM 194162103 267008 3553 SH SOLE 3553 0 0 EXELIXIS INC COM 30161Q104 539657 27803 SH SOLE 1190 0 26613 EXXON MOBIL CORP COM 30231G102 832759 7594 SH SOLE 7594 0 0 FIBROGEN INC COM 31572Q808 186600 10000 SH SOLE 0 0 10000 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 1625750 101864 SH SOLE 97534 2720 1610 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 2479345 84880 SH SOLE 82330 1900 650 INTERNATIONAL BUSINESS MACHS COM 459200101 447845 3416 SH SOLE 3416 0 0 INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 46090A705 4072265 123890 SH SOLE 119765 2450 1675 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 4802516 96320 SH SOLE 92480 2390 1450 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 1236680 14498 SH SOLE 13819 64 615 INVESCO QQQ TR UNIT SER 1 46090E103 8247114 25698 SH SOLE 24423 900 375 ISHARES INC ESG AWR MSCI EM 46434G863 1726112 54832 SH SOLE 52882 1065 885 ISHARES INC CORE MSCI EMKT 46434G103 1773956 36359 SH SOLE 34634 895 830 ISHARES TR CONV BD ETF 46435G102 3351050 46145 SH SOLE 44225 675 1245 ISHARES TR CORE MSCI EAFE 46432F842 257440 3851 SH SOLE 3771 80 0 ISHARES TR CORE S&P MCP ETF 464287507 1344360 5374 SH SOLE 5244 100 30 ISHARES TR CORE S&P SCP ETF 464287804 3910645 40441 SH SOLE 39416 640 385 ISHARES TR CORE US AGGBD ET 464287226 206753 2075 SH SOLE 2065 10 0 ISHARES TR ESG AW MSCI EAFE 46435G516 2733512 38050 SH SOLE 36635 1035 380 ISHARES TR MSCI EAFE ETF 464287465 5814304 81296 SH SOLE 78151 1935 1210 ISHARES TR MSCI EMG MKT ETF 464287234 3988762 101084 SH SOLE 96824 2735 1525 ISHARES TR MSCI INTL QUALTY 46434V456 3660257 103690 SH SOLE 99095 2260 2335 ISHARES TR MSCI KLD400 SOC 464288570 216813 2780 SH SOLE 2400 250 130 ISHARES TR MSCI USA MMENTM 46432F396 7693918 55336 SH SOLE 53286 1425 625 ISHARES TR NATIONAL MUN ETF 464288414 1756593 16304 SH SOLE 16204 100 0 ISHARES TR RUS 1000 GRW ETF 464287614 2757020 11284 SH SOLE 11214 60 10 ISHARES TR RUS 1000 VAL ETF 464287598 2406473 15805 SH SOLE 15665 115 25 ISHARES TR RUS MID CAP ETF 464287499 3173180 45383 SH SOLE 43523 665 1195 ISHARES TR RUSSELL 2000 ETF 464287655 14565302 81644 SH SOLE 78414 1905 1325 ISHARES TR SHRT NAT MUN ETF 464288158 6333664 60505 SH SOLE 60330 175 0 JOHNSON & JOHNSON COM 478160104 285390 1841 SH SOLE 1841 0 0 JPMORGAN CHASE & CO COM 46625H100 225437 1730 SH SOLE 1730 0 0 MERCK & CO INC COM 58933Y105 215121 2022 SH SOLE 2012 0 10 MICROSOFT CORP COM 594918104 676206 2345 SH SOLE 2345 0 0 PFIZER INC COM 717081103 267584 6558 SH SOLE 6538 0 20 PROCTER AND GAMBLE CO COM 742718109 200881 1351 SH SOLE 1251 0 100 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 221480 3547 SH SOLE 3547 0 0 SPDR GOLD TR GOLD SHS 78463V107 4763720 26000 SH SOLE 24955 845 200 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2337695 72780 SH SOLE 70755 1725 300 SPDR S&P 500 ETF TR TR UNIT 78462F103 16342053 39918 SH SOLE 38515 1033 370 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2319093 5059 SH SOLE 4979 70 10 SPDR SER TR BLOOMBERG INTL T 78464A516 3021322 130680 SH SOLE 126535 3655 490 SPDR SER TR BBG CONV SEC ETF 78464A359 5502222 82037 SH SOLE 79002 2020 1015 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 864337 11300 SH SOLE 10075 425 800 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4463090 53746 SH SOLE 51081 1580 1085 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1293790 6339 SH SOLE 6339 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 15348451 320963 SH SOLE 306698 12750 1515 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 201754 1310 SH SOLE 1310 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3966544 16634 SH SOLE 15479 820 335 VANGUARD WORLD FDS INF TECH ETF 92204A702 263277 683 SH SOLE 683 0 0