0001832093-24-000003.txt : 20240430 0001832093-24-000003.hdr.sgml : 20240430 20240430100000 ACCESSION NUMBER: 0001832093-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240430 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: 24894563 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 03-31-2024 03-31-2024 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 Gregory Cannillo 201-791-640 /s/ Gregory Cannillo Fair Lawn NJ 04-30-2024 0 50 162056767 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 253666 1393 SH SOLE 1393 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 3217709 82760 SH SOLE 77255 1665 3840 APPLE INC COM 037833100 1623542 9468 SH SOLE 8885 0 583 ARES CAPITAL CORP COM 04010L103 382372 18366 SH SOLE 18366 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 370780 1485 SH SOLE 1407 0 78 COLGATE PALMOLIVE CO COM 194162103 314275 3490 SH SOLE 3490 0 0 EXXON MOBIL CORP COM 30231G102 862501 7420 SH SOLE 7420 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 2939771 95169 SH SOLE 89204 2015 3950 INTERNATIONAL BUSINESS MACHS COM 459200101 637197 3337 SH SOLE 3337 0 0 INVESCO EXCH TRADED FD TR II S&P GBL WATER 46138E263 5406401 97360 SH SOLE 90550 2175 4635 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 1883809 17690 SH SOLE 15343 84 2263 INVESCO QQQ TR UNIT SER 1 46090E103 10790982 24303 SH SOLE 22464 737 1102 ISHARES INC CORE MSCI EMKT 46434G103 2252392 43651 SH SOLE 40451 870 2330 ISHARES INC ESG AWR MSCI EM 46434G863 1708932 53023 SH SOLE 49542 770 2711 ISHARES TR MSCI KLD400 SOC 464288570 212710 2110 SH SOLE 1630 160 320 ISHARES TR CORE MSCI EAFE 46432F842 231270 3116 SH SOLE 3036 80 0 ISHARES TR MSCI USA MMENTM 46432F396 786121 4196 SH SOLE 3866 0 330 ISHARES TR NATIONAL MUN ETF 464288414 512714 4765 SH SOLE 4465 0 300 ISHARES TR RUS 1000 GRW ETF 464287614 3106590 9217 SH SOLE 9159 0 58 ISHARES TR RUS 1000 VAL ETF 464287598 2333629 13029 SH SOLE 12921 0 108 ISHARES TR CORE S&P MCP ETF 464287507 1713476 28210 SH SOLE 26285 500 1425 ISHARES TR ESG AW MSCI EAFE 46435G516 2974251 37220 SH SOLE 34200 935 2085 ISHARES TR CORE S&P SCP ETF 464287804 4475508 40495 SH SOLE 37671 609 2215 ISHARES TR SHRT NAT MUN ETF 464288158 4464640 42630 SH SOLE 41040 40 1550 ISHARES TR CONV BD ETF 46435G102 3992698 50015 SH SOLE 45845 705 3465 ISHARES TR RUS MID CAP ETF 464287499 4534301 53922 SH SOLE 47925 482 5515 ISHARES TR MSCI EAFE ETF 464287465 6102257 76412 SH SOLE 71617 1660 3135 ISHARES TR RUSSELL 2000 ETF 464287655 16900774 80365 SH SOLE 75460 1805 3100 ISHARES TR MSCI EMG MKT ETF 464287234 4210646 102499 SH SOLE 95154 2735 4610 ISHARES TR MSCI INTL QUALTY 46434V456 4308663 108640 SH SOLE 99480 2135 7025 JOHNSON & JOHNSON COM 478160104 254951 1612 SH SOLE 1612 0 0 JPMORGAN CHASE & CO COM 46625H100 336504 1680 SH SOLE 1680 0 0 MERCK & CO INC COM 58933Y105 262977 1993 SH SOLE 1990 0 3 MICROSOFT CORP COM 594918104 951758 2262 SH SOLE 2262 0 0 PROCTER AND GAMBLE CO COM 742718109 219200 1351 SH SOLE 1251 0 100 SPDR GOLD TR GOLD SHS 78463V107 5161515 25090 SH SOLE 23620 735 735 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2501296 69791 SH SOLE 65161 1525 3105 SPDR S&P 500 ETF TR TR UNIT 78462F103 18970204 36267 SH SOLE 34319 858 1090 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2455553 4413 SH SOLE 4321 35 57 SPDR SER TR BBG CONV SEC ETF 78464A359 5935742 81267 SH SOLE 76412 1520 3335 SPDR SER TR BLOOMBERG INTL T 78464A516 2488323 111885 SH SOLE 103935 3780 4170 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 513920 6703 SH SOLE 6255 415 33 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2190333 44528 SH SOLE 39130 350 5048 VANGUARD INDEX FDS SMALL CP ETF 922908751 962920 4212 SH SOLE 3538 65 609 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1646467 6335 SH SOLE 5884 0 451 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5214320 60295 SH SOLE 55356 1530 3409 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 13570733 283373 SH SOLE 268628 11350 3395 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 249628 1367 SH SOLE 1310 0 57 VANGUARD WORLD FD INF TECH ETF 92204A702 342395 653 SH SOLE 653 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 4323451 15982 SH SOLE 14439 720 823