0001832093-24-000001.txt : 20240122 0001832093-24-000001.hdr.sgml : 20240122 20240122141711 ACCESSION NUMBER: 0001832093-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baron Financial Group, LLC CENTRAL INDEX KEY: 0001832093 ORGANIZATION NAME: 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: 24548296 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 12-31-2023 12-31-2023 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 01-22-2024 0 51 156813674 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 215874 1393 SH SOLE 1393 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 2170705 59390 SH SOLE 54750 1405 3235 APPLE INC COM 037833100 1872316 9725 SH SOLE 9143 0 582 ARES CAPITAL CORP COM 04010L103 367864 18366 SH SOLE 18366 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 375878 1613 SH SOLE 1406 0 207 COLGATE PALMOLIVE CO COM 194162103 278188 3490 SH SOLE 3490 0 0 EXXON MOBIL CORP COM 30231G102 741852 7420 SH SOLE 7420 0 0 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 225672 13385 SH SOLE 13065 50 270 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 2679552 89020 SH SOLE 83970 1975 3075 INTERNATIONAL BUSINESS MACHS COM 459200101 545033 3333 SH SOLE 3333 0 0 INVESCO ACTIVELY MANAGED ETF S&P500 DOWNSID 46090A705 580199 16950 SH SOLE 16270 245 435 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 5151318 97180 SH SOLE 91150 2195 3835 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 1703347 17374 SH SOLE 15154 84 2136 INVESCO QQQ TR UNIT SER 1 46090E103 10310537 25177 SH SOLE 23332 895 950 ISHARES INC ESG AWR MSCI EM 46434G863 1813859 56577 SH SOLE 53512 795 2270 ISHARES INC CORE MSCI EMKT 46434G103 1991386 39371 SH SOLE 36661 820 1890 ISHARES TR CONV BD ETF 46435G102 3893349 49540 SH SOLE 45680 690 3170 ISHARES TR CORE MSCI EAFE 46432F842 219211 3116 SH SOLE 3036 80 0 ISHARES TR CORE S&P MCP ETF 464287507 1544557 5573 SH SOLE 5224 100 249 ISHARES TR CORE S&P SCP ETF 464287804 4594672 42445 SH SOLE 39561 609 2275 ISHARES TR ESG AW MSCI EAFE 46435G516 2919244 38645 SH SOLE 35695 960 1990 ISHARES TR MSCI EAFE ETF 464287465 5785895 76787 SH SOLE 72852 1735 2200 ISHARES TR MSCI EMG MKT ETF 464287234 4154042 103309 SH SOLE 96264 2735 4310 ISHARES TR MSCI INTL QUALTY 46434V456 3997136 106420 SH SOLE 98635 2060 5725 ISHARES TR MSCI KLD400 SOC 464288570 204408 2245 SH SOLE 2055 170 20 ISHARES TR MSCI USA MMENTM 46432F396 2136215 13616 SH SOLE 13371 95 150 ISHARES TR NATIONAL MUN ETF 464288414 575658 5310 SH SOLE 5310 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3082936 10169 SH SOLE 10024 60 85 ISHARES TR RUS 1000 VAL ETF 464287598 2314165 14004 SH SOLE 13781 115 108 ISHARES TR RUS MID CAP ETF 464287499 4189026 53892 SH SOLE 48235 487 5170 ISHARES TR RUSSELL 2000 ETF 464287655 16310511 81264 SH SOLE 76909 1905 2450 ISHARES TR SHRT NAT MUN ETF 464288158 4553522 43190 SH SOLE 43165 25 0 JOHNSON & JOHNSON COM 478160104 268191 1711 SH SOLE 1711 0 0 JPMORGAN CHASE & CO COM 46625H100 294273 1730 SH SOLE 1730 0 0 MERCK & CO INC COM 58933Y105 217277 1993 SH SOLE 1990 0 3 MICROSOFT CORP COM 594918104 867377 2307 SH SOLE 2307 0 0 SPDR GOLD TR GOLD SHS 78463V107 4765869 24930 SH SOLE 23685 745 500 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2482241 72986 SH SOLE 68686 1525 2775 SPDR S&P 500 ETF TR TR UNIT 78462F103 17936327 37736 SH SOLE 35958 853 925 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2340351 4613 SH SOLE 4546 60 7 SPDR SER TR BBG CONV SEC ETF 78464A359 5851871 81107 SH SOLE 77047 1520 2540 SPDR SER TR BLOOMBERG INTL T 78464A516 2802694 120910 SH SOLE 112985 3855 4070 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 511644 6643 SH SOLE 6210 400 33 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1112342 22533 SH SOLE 20050 100 2383 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5268592 59626 SH SOLE 55171 1550 2905 VANGUARD INDEX FDS SMALL CP ETF 922908751 689535 3232 SH SOLE 2753 60 419 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1573955 6635 SH SOLE 6184 0 451 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 13734963 289218 SH SOLE 276148 11950 1120 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 232937 1367 SH SOLE 1310 0 57 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 4049056 16151 SH SOLE 14759 770 622 VANGUARD WORLD FDS INF TECH ETF 92204A702 316052 653 SH SOLE 653 0 0