0001172661-23-002605.txt : 20230724 0001172661-23-002605.hdr.sgml : 20230724 20230724165926 ACCESSION NUMBER: 0001172661-23-002605 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231105633 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 06-30-2023 06-30-2023 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 07-24-2023 0 109 455834841 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 583561 4331 SH SOLE 0 0 4331 ADOBE SYSTEMS INCORPORATED COM 00724F101 318088 651 SH SOLE 0 0 651 ALPHABET INC CAP STK CL A 02079K305 1364580 11400 SH SOLE 0 0 11400 ALPHABET INC CAP STK CL C 02079K107 1199297 9914 SH SOLE 0 0 9914 ALTRIA GROUP INC COM 02209S103 291370 6432 SH SOLE 0 0 6432 AMAZON COM INC COM 023135106 1447257 11102 SH SOLE 0 0 11102 APPLE INC COM 037833100 8746393 45091 SH SOLE 0 0 45091 APPLIED MATLS INC COM 038222105 602009 4165 SH SOLE 0 0 4165 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 781231 2291 SH SOLE 0 0 2291 BRISTOL-MYERS SQUIBB CO COM 110122108 242488 3792 SH SOLE 0 0 3792 BROADCOM INC COM 11135F101 242880 280 SH SOLE 0 0 280 CHEVRON CORP NEW COM 166764100 297234 1889 SH SOLE 0 0 1889 CISCO SYS INC COM 17275R102 255516 4938 SH SOLE 0 0 4938 COCA COLA CO COM 191216100 262581 4360 SH SOLE 0 0 4360 COMCAST CORP NEW CL A 20030N101 267540 6439 SH SOLE 0 0 6439 COSTCO WHSL CORP NEW COM 22160K105 735965 1367 SH SOLE 0 0 1367 CSX CORP COM 126408103 256466 7521 SH SOLE 0 0 7521 DANAHER CORPORATION COM 235851102 372559 1552 SH SOLE 0 0 1552 DEERE & CO COM 244199105 354136 874 SH SOLE 0 0 874 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 321901 6684 SH SOLE 0 0 6684 DISNEY WALT CO COM 254687106 509006 5701 SH SOLE 0 0 5701 DUKE ENERGY CORP NEW COM NEW 26441C204 204746 2282 SH SOLE 0 0 2282 EA SERIES TRUST ALPHA ARCHITECT 02072L516 203650 2517 SH SOLE 0 0 2517 FORTINET INC COM 34959E109 807377 10681 SH SOLE 0 0 10681 GILEAD SCIENCES INC COM 375558103 1084375 14070 SH SOLE 0 0 14070 GOLDMAN SACHS GROUP INC COM 38141G104 225672 700 SH SOLE 0 0 700 HOME DEPOT INC COM 437076102 474761 1528 SH SOLE 0 0 1528 HONEYWELL INTL INC COM 438516106 285017 1374 SH SOLE 0 0 1374 INTUITIVE SURGICAL INC COM NEW 46120E602 335443 981 SH SOLE 0 0 981 INVESCO QQQ TR UNIT SER 1 46090E103 645746 1748 SH SOLE 0 0 1748 ISHARES INC CORE MSCI EMKT 46434G103 8238084 167135 SH SOLE 0 0 167135 ISHARES INC MSCI GBL MIN VOL 464286525 15195487 154969 SH SOLE 0 0 154969 ISHARES TR MSCI USA MIN VOL 46429B697 18034929 242633 SH SOLE 0 0 242633 ISHARES TR IBONDS DEC2026 46435GAA0 507283 21614 PRN SOLE 0 0 21614 ISHARES TR EXPONENTIAL TECH 46434V381 3253434 58515 SH SOLE 0 0 58515 ISHARES TR NATIONAL MUN ETF 464288414 14999787 140540 SH SOLE 0 0 140540 ISHARES TR IBONDS DEC24 ETF 46434VBG4 389291 15812 PRN SOLE 0 0 15812 ISHARES TR CORE S&P TTL STK 464287150 8993359 91919 SH SOLE 0 0 91919 ISHARES TR CORE US AGGBD ET 464287226 18780128 191732 SH SOLE 0 0 191732 ISHARES TR CORE HIGH DV ETF 46429B663 3682359 36535 SH SOLE 0 0 36535 ISHARES TR PFD AND INCM SEC 464288687 247842 8013 SH SOLE 0 0 8013 ISHARES TR MSCI USA ESG SLC 464288802 211252 2256 SH SOLE 0 0 2256 ISHARES TR IBONDS 24 TRM TS 46436E874 284162 11940 SH SOLE 0 0 11940 ISHARES TR US INFRASTRUC 46435U713 232897 5959 SH SOLE 0 0 5959 ISHARES TR CORE S&P500 ETF 464287200 36777431 82514 SH SOLE 0 0 82514 ISHARES TR CORE S&P SCP ETF 464287804 15934783 159908 SH SOLE 0 0 159908 ISHARES TR S&P MC 400VL ETF 464287705 259255 2420 SH SOLE 0 0 2420 ISHARES TR U S EQUITY FACTR 46434V282 371363 8334 SH SOLE 0 0 8334 ISHARES TR CORE MSCI TOTAL 46432F834 5268886 84141 SH SOLE 0 0 84141 ISHARES TR SHRT NAT MUN ETF 464288158 609570 5859 SH SOLE 0 0 5859 ISHARES TR RUSSELL 2000 ETF 464287655 249818 1334 SH SOLE 0 0 1334 ISHARES TR RUS 1000 VAL ETF 464287598 1484312 9405 SH SOLE 0 0 9405 ISHARES TR IBONDS 27 ETF 46435UAA9 290432 12369 PRN SOLE 0 0 12369 ISHARES TR CORE MSCI EAFE 46432F842 4303395 63754 SH SOLE 0 0 63754 ISHARES TR CORE S&P US VLU 464287663 264832 3384 SH SOLE 0 0 3384 ISHARES TR CORE TOTAL USD 46434V613 217438 4782 SH SOLE 0 0 4782 ISHARES TR IBONDS 23 TRM TS 46436E882 209444 8442 SH SOLE 0 0 8442 ISHARES TR RUS 1000 GRW ETF 464287614 38023008 138175 SH SOLE 0 0 138175 ISHARES TR CORE S&P US GWT 464287671 208071 2131 SH SOLE 0 0 2131 ISHARES TR IBONDS DEC25 ETF 46434VBD1 501876 20586 PRN SOLE 0 0 20586 ISHARES TR CORE S&P MCP ETF 464287507 20007047 76515 SH SOLE 0 0 76515 ISHARES TR IBONDS DEC 29 46436E205 273870 12199 SH SOLE 0 0 12199 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 364568 7271 SH SOLE 0 0 7271 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1762205 31849 SH SOLE 0 0 31849 JOHNSON & JOHNSON COM 478160104 931750 5629 SH SOLE 0 0 5629 JPMORGAN CHASE & CO COM 46625H100 847591 5828 SH SOLE 0 0 5828 LILLY ELI & CO COM 532457108 460773 983 SH SOLE 0 0 983 MCDONALDS CORP COM 580135101 548788 1839 SH SOLE 0 0 1839 MERCK & CO INC COM 58933Y105 654954 5676 SH SOLE 0 0 5676 META PLATFORMS INC CL A 30303M102 1312934 4575 SH SOLE 0 0 4575 MICROSOFT CORP COM 594918104 4302599 12635 SH SOLE 0 0 12635 NEXTERA ENERGY INC COM 65339F101 1996112 26902 SH SOLE 0 0 26902 NVIDIA CORPORATION COM 67066G104 437403 1034 SH SOLE 0 0 1034 PALO ALTO NETWORKS INC COM 697435105 377899 1479 SH SOLE 0 0 1479 PEPSICO INC COM 713448108 641445 3463 SH SOLE 0 0 3463 PFIZER INC COM 717081103 527959 14394 SH SOLE 0 0 14394 PROCTER AND GAMBLE CO COM 742718109 811914 5351 SH SOLE 0 0 5351 RAYTHEON TECHNOLOGIES CORP COM 75513E101 352951 3603 SH SOLE 0 0 3603 S&P GLOBAL INC COM 78409V104 215278 537 SH SOLE 0 0 537 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1534461 21130 SH SOLE 0 0 21130 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 210734 1241 SH SOLE 0 0 1241 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1642108 9445 SH SOLE 0 0 9445 SPDR GOLD TR GOLD SHS 78463V107 255817 1435 SH SOLE 0 0 1435 SPDR S&P 500 ETF TR TR UNIT 78462F103 2064355 4657 SH SOLE 0 0 4657 TESLA INC COM 88160R101 757301 2893 SH SOLE 0 0 2893 TEXAS INSTRS INC COM 882508104 361315 2007 SH SOLE 0 0 2007 TRANE TECHNOLOGIES PLC SHS G8994E103 385389 2015 SH SOLE 0 0 2015 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 304500 2000 SH SOLE 0 0 2000 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 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INTL STK F 921909768 14045666 250458 SH SOLE 0 0 250458 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1235223 26748 SH SOLE 0 0 26748 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 1138646 10958 SH SOLE 0 0 10958 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8936977 84255 SH SOLE 0 0 84255 VANGUARD WORLD FD ESG US STK ETF 921910733 374591 4781 SH SOLE 0 0 4781 VERIZON COMMUNICATIONS INC COM 92343V104 232640 6255 SH SOLE 0 0 6255 VISA INC COM CL A 92826C839 632733 2664 SH SOLE 0 0 2664 WALMART INC COM 931142103 318290 2025 SH SOLE 0 0 2025