0001172661-23-001716.txt : 20230418 0001172661-23-001716.hdr.sgml : 20230418 20230418123156 ACCESSION NUMBER: 0001172661-23-001716 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001851395 IRS NUMBER: 651039401 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21116 FILM NUMBER: 23826074 BUSINESS ADDRESS: STREET 1: 4800 N. FEDERAL HIGHWAY STREET 2: SUITE 210-A CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-447-1997 MAIL ADDRESS: STREET 1: 4800 N. FEDERAL HIGHWAY STREET 2: SUITE 210-A CITY: BOCA RATON STATE: FL ZIP: 33431 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001851395 XXXXXXXX 03-31-2023 03-31-2023 false BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

4800 N. Federal Highway Suite 210-a Boca Raton FL 33431

13F HOLDINGS REPORT 028-21116 000126767 801-69482 N Carrie Prusa 561-447-1997 /s/ Carrie Prusa Boca Raton FL 04-18-2023 0 102 384126892 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 714191 4481 SH SOLE 0 0 4481 ADOBE SYSTEMS INCORPORATED COM 00724F101 245288 637 SH SOLE 0 0 637 ALPHABET INC CAP STK CL A 02079K305 1186671 11440 SH SOLE 0 0 11440 ALPHABET INC CAP STK CL C 02079K107 1033136 9934 SH SOLE 0 0 9934 ALTRIA GROUP INC COM 02209S103 286996 6432 SH SOLE 0 0 6432 AMAZON COM INC COM 023135106 1150857 11142 SH SOLE 0 0 11142 APPLE INC COM 037833100 7524663 45632 SH SOLE 0 0 45632 APPLIED MATLS INC COM 038222105 511587 4165 SH SOLE 0 0 4165 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 729315 2362 SH SOLE 0 0 2362 BRISTOL-MYERS SQUIBB CO COM 110122108 276500 3989 SH SOLE 0 0 3989 CHEVRON CORP NEW COM 166764100 308209 1889 SH SOLE 0 0 1889 CISCO SYS INC COM 17275R102 264565 5061 SH SOLE 0 0 5061 COCA COLA CO COM 191216100 270225 4356 SH SOLE 0 0 4356 COMCAST CORP NEW CL A 20030N101 236141 6229 SH SOLE 0 0 6229 COSTCO WHSL CORP NEW COM 22160K105 332903 670 SH SOLE 0 0 670 DANAHER CORPORATION COM 235851102 388981 1543 SH SOLE 0 0 1543 DEERE & CO COM 244199105 360857 874 SH SOLE 0 0 874 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 296970 6684 SH SOLE 0 0 6684 DISNEY WALT CO COM 254687106 605540 6048 SH SOLE 0 0 6048 DUKE ENERGY CORP NEW COM NEW 26441C204 223284 2315 SH SOLE 0 0 2315 FORTINET INC COM 34959E109 709859 10681 SH SOLE 0 0 10681 GILEAD SCIENCES INC COM 375558103 1167388 14070 SH SOLE 0 0 14070 GOLDMAN SACHS GROUP INC COM 38141G104 228869 700 SH SOLE 0 0 700 HOME DEPOT INC COM 437076102 456550 1547 SH SOLE 0 0 1547 HONEYWELL INTL INC COM 438516106 262518 1374 SH SOLE 0 0 1374 INTUITIVE SURGICAL INC COM NEW 46120E602 250616 981 SH SOLE 0 0 981 INVESCO QQQ TR UNIT SER 1 46090E103 456683 1423 SH SOLE 0 0 1423 ISHARES INC CORE MSCI EMKT 46434G103 7022052 143924 SH SOLE 0 0 143924 ISHARES INC MSCI GBL MIN VOL 464286525 15138698 156472 SH SOLE 0 0 156472 ISHARES TR CORE S&P TTL STK 464287150 7057762 77943 SH SOLE 0 0 77943 ISHARES TR CORE MSCI TOTAL 46432F834 4511137 72819 SH SOLE 0 0 72819 ISHARES TR RUS 1000 GRW ETF 464287614 29708995 121594 SH SOLE 0 0 121594 ISHARES TR CORE S&P US VLU 464287663 249672 3384 SH SOLE 0 0 3384 ISHARES TR SHRT NAT MUN ETF 464288158 814410 7780 SH SOLE 0 0 7780 ISHARES TR RUS 1000 VAL ETF 464287598 1397671 9180 SH SOLE 0 0 9180 ISHARES TR CORE S&P MCP ETF 464287507 16390362 65520 SH SOLE 0 0 65520 ISHARES TR IBONDS 24 TRM TS 46436E874 263918 10992 SH SOLE 0 0 10992 ISHARES TR IBONDS 27 ETF 46435UAA9 294415 12360 PRN SOLE 0 0 12360 ISHARES TR U S EQUITY FACTR 46434V282 299363 7224 SH SOLE 0 0 7224 ISHARES TR EXPONENTIAL TECH 46434V381 2571707 48799 SH SOLE 0 0 48799 ISHARES TR PFD AND INCM SEC 464288687 250166 8013 SH SOLE 0 0 8013 ISHARES TR IBONDS DEC2026 46435GAA0 432456 18224 PRN SOLE 0 0 18224 ISHARES TR S&P MC 400VL ETF 464287705 248703 2420 SH SOLE 0 0 2420 ISHARES TR IBONDS DEC 29 46436E205 278106 12155 SH SOLE 0 0 12155 ISHARES TR RUSSELL 2000 ETF 464287655 219967 1233 SH SOLE 0 0 1233 ISHARES TR CORE S&P SCP ETF 464287804 13228109 136795 SH SOLE 0 0 136795 ISHARES TR MSCI USA MIN VOL 46429B697 17222236 236764 SH SOLE 0 0 236764 ISHARES TR CORE US AGGBD ET 464287226 13507953 135568 SH SOLE 0 0 135568 ISHARES TR CORE HIGH DV ETF 46429B663 3868694 38055 SH SOLE 0 0 38055 ISHARES TR CORE S&P500 ETF 464287200 31623945 76929 SH SOLE 0 0 76929 ISHARES TR NATIONAL MUN ETF 464288414 12745828 118302 SH SOLE 0 0 118302 ISHARES TR IBONDS DEC25 ETF 46434VBD1 381687 15560 PRN SOLE 0 0 15560 ISHARES TR CORE MSCI EAFE 46432F842 3347915 50081 SH SOLE 0 0 50081 ISHARES TR US INFRASTRUC 46435U713 222135 5952 SH SOLE 0 0 5952 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 329747 6553 SH SOLE 0 0 6553 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1307233 23942 SH SOLE 0 0 23942 JOHNSON & JOHNSON COM 478160104 798980 5155 SH SOLE 0 0 5155 JPMORGAN CHASE & CO COM 46625H100 473387 3633 SH SOLE 0 0 3633 LAUDER ESTEE COS INC CL A 518439104 206041 836 SH SOLE 0 0 836 LILLY ELI & CO COM 532457108 316462 922 SH SOLE 0 0 922 MCDONALDS CORP COM 580135101 528194 1889 SH SOLE 0 0 1889 MERCK & CO INC COM 58933Y105 560569 5269 SH SOLE 0 0 5269 META PLATFORMS INC CL A 30303M102 902864 4260 SH SOLE 0 0 4260 MICROSOFT CORP COM 594918104 3759615 13041 SH SOLE 0 0 13041 NEXTERA ENERGY INC COM 65339F101 1991884 25842 SH SOLE 0 0 25842 NVIDIA CORPORATION COM 67066G104 287214 1034 SH SOLE 0 0 1034 PALO ALTO NETWORKS INC COM 697435105 295415 1479 SH SOLE 0 0 1479 PEPSICO INC COM 713448108 666882 3658 SH SOLE 0 0 3658 PFIZER INC COM 717081103 579917 14214 SH SOLE 0 0 14214 PHILIP MORRIS INTL INC COM 718172109 214274 2203 SH SOLE 0 0 2203 PROCTER AND GAMBLE CO COM 742718109 456851 3073 SH SOLE 0 0 3073 RAYTHEON TECHNOLOGIES CORP COM 75513E101 357250 3648 SH SOLE 0 0 3648 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 677681 9263 SH SOLE 0 0 9263 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1426289 9445 SH SOLE 0 0 9445 SPDR GOLD TR GOLD SHS 78463V107 262921 1435 SH SOLE 0 0 1435 SPDR S&P 500 ETF TR TR UNIT 78462F103 1303088 3183 SH SOLE 0 0 3183 STARBUCKS CORP COM 855244109 219420 2107 SH SOLE 0 0 2107 TESLA INC COM 88160R101 604124 2912 SH SOLE 0 0 2912 TEXAS INSTRS INC COM 882508104 373337 2007 SH SOLE 0 0 2007 TRANE TECHNOLOGIES PLC SHS G8994E103 370720 2015 SH SOLE 0 0 2015 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 263190 1000 SH SOLE 0 0 1000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 9406223 127404 SH SOLE 0 0 127404 VANGUARD INDEX FDS SMALL CP ETF 922908751 2296035 12112 SH SOLE 0 0 12112 VANGUARD INDEX FDS MID CAP ETF 922908629 2192438 10395 SH SOLE 0 0 10395 VANGUARD INDEX FDS GROWTH ETF 922908736 11464136 45959 SH SOLE 0 0 45959 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7871180 20930 SH SOLE 0 0 20930 VANGUARD INDEX FDS VALUE ETF 922908744 30474413 220653 SH SOLE 0 0 220653 VANGUARD INDEX FDS TOTAL STK MKT 922908769 30044399 147204 SH SOLE 0 0 147204 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1945666 36388 SH SOLE 0 0 36388 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1366068 33814 SH SOLE 0 0 33814 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1451863 30361 SH SOLE 0 0 30361 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 17612308 347657 SH SOLE 0 0 347657 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 226220 2820 SH SOLE 0 0 2820 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 21302210 138317 SH SOLE 0 0 138317 VANGUARD STAR FDS VG TL INTL STK F 921909768 12496820 226351 SH SOLE 0 0 226351 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1103503 24430 SH SOLE 0 0 24430 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 810211 8176 SH SOLE 0 0 8176 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7277485 68981 SH SOLE 0 0 68981 VANGUARD WORLD FD ESG US STK ETF 921910733 278737 3887 SH SOLE 0 0 3887 VERIZON COMMUNICATIONS INC COM 92343V104 266483 6852 SH SOLE 0 0 6852 VISA INC COM CL A 92826C839 600708 2664 SH SOLE 0 0 2664 WALMART INC COM 931142103 328813 2230 SH SOLE 0 0 2230