0001172661-23-003550.txt : 20231031 0001172661-23-003550.hdr.sgml : 20231031 20231031152708 ACCESSION NUMBER: 0001172661-23-003550 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 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: 231364308 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 09-30-2023 09-30-2023 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 10-31-2023 0 106 441911196 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 641554 4304 SH SOLE 0 0 4304 ADOBE INC COM 00724F101 353106 693 SH SOLE 0 0 693 ALPHABET INC CAP STK CL A 02079K305 1680504 12842 SH SOLE 0 0 12842 ALPHABET INC CAP STK CL C 02079K107 1344606 10198 SH SOLE 0 0 10198 ALTRIA GROUP INC COM 02209S103 297294 7070 SH SOLE 0 0 7070 AMAZON COM INC COM 023135106 1554296 12227 SH SOLE 0 0 12227 APPLE INC COM 037833100 7670170 44800 SH SOLE 0 0 44800 APPLIED MATLS INC COM 038222105 576644 4165 SH SOLE 0 0 4165 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 809894 2312 SH SOLE 0 0 2312 BRISTOL-MYERS SQUIBB CO COM 110122108 209110 3603 SH SOLE 0 0 3603 BROADCOM INC COM 11135F101 235330 283 SH SOLE 0 0 283 CHEVRON CORP NEW COM 166764100 380913 2259 SH SOLE 0 0 2259 CISCO SYS INC COM 17275R102 283683 5277 SH SOLE 0 0 5277 COCA COLA CO COM 191216100 266280 4757 SH SOLE 0 0 4757 COMCAST CORP NEW CL A 20030N101 302798 6829 SH SOLE 0 0 6829 COSTCO WHSL CORP NEW COM 22160K105 843485 1493 SH SOLE 0 0 1493 CSX CORP COM 126408103 244001 7935 SH SOLE 0 0 7935 DANAHER CORPORATION COM 235851102 430287 1734 SH SOLE 0 0 1734 DEERE & CO COM 244199105 329830 874 SH SOLE 0 0 874 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 311140 6684 SH SOLE 0 0 6684 DISNEY WALT CO COM 254687106 400836 4946 SH SOLE 0 0 4946 DUKE ENERGY CORP NEW COM NEW 26441C204 264211 2994 SH SOLE 0 0 2994 ELI LILLY & CO COM 532457108 543307 1012 SH SOLE 0 0 1012 FORTINET INC COM 34959E109 630986 10753 SH SOLE 0 0 10753 GILEAD SCIENCES INC COM 375558103 1054406 14070 SH SOLE 0 0 14070 GOLDMAN SACHS GROUP INC COM 38141G104 226392 700 SH SOLE 0 0 700 HOME DEPOT INC COM 437076102 469355 1553 SH SOLE 0 0 1553 HONEYWELL INTL INC COM 438516106 249136 1349 SH SOLE 0 0 1349 INTUITIVE SURGICAL INC COM NEW 46120E602 301643 1032 SH SOLE 0 0 1032 INVESCO QQQ TR UNIT SER 1 46090E103 626256 1748 SH SOLE 0 0 1748 ISHARES INC CORE MSCI EMKT 46434G103 7916168 166341 SH SOLE 0 0 166341 ISHARES INC MSCI GBL MIN VOL 464286525 14361475 150508 SH SOLE 0 0 150508 ISHARES TR IBONDS DEC25 ETF 46434VBD1 382122 15680 PRN SOLE 0 0 15680 ISHARES TR CORE S&P SCP ETF 464287804 15337430 162593 SH SOLE 0 0 162593 ISHARES TR CORE US AGGBD ET 464287226 25795384 274302 SH SOLE 0 0 274302 ISHARES TR CORE S&P US VLU 464287663 228113 3057 SH SOLE 0 0 3057 ISHARES TR IBONDS DEC24 ETF 46434VBG4 391031 15812 PRN SOLE 0 0 15812 ISHARES TR CORE HIGH DV ETF 46429B663 3407314 34456 SH SOLE 0 0 34456 ISHARES TR CORE MSCI TOTAL 46432F834 5185172 86434 SH SOLE 0 0 86434 ISHARES TR CORE TOTAL USD 46434V613 209045 4782 SH SOLE 0 0 4782 ISHARES TR CORE S&P TTL STK 464287150 8178423 86829 SH SOLE 0 0 86829 ISHARES TR CORE S&P MCP ETF 464287507 19307171 77430 SH SOLE 0 0 77430 ISHARES TR EXPONENTIAL TECH 46434V381 2432151 46584 SH SOLE 0 0 46584 ISHARES TR CORE S&P500 ETF 464287200 33943813 79044 SH SOLE 0 0 79044 ISHARES TR CORE MSCI EAFE 46432F842 4191823 65141 SH SOLE 0 0 65141 ISHARES TR U S EQUITY FACTR 46434V282 361029 8334 SH SOLE 0 0 8334 ISHARES TR S&P MC 400VL ETF 464287705 244251 2420 SH SOLE 0 0 2420 ISHARES TR RUS 1000 VAL ETF 464287598 1419897 9353 SH SOLE 0 0 9353 ISHARES TR RUS 1000 GRW ETF 464287614 34303640 128966 SH SOLE 0 0 128966 ISHARES TR RUSSELL 2000 ETF 464287655 235771 1334 SH SOLE 0 0 1334 ISHARES TR NATIONAL MUN ETF 464288414 12726874 124116 SH SOLE 0 0 124116 ISHARES TR MSCI USA MIN VOL 46429B697 17170810 237231 SH SOLE 0 0 237231 ISHARES TR IBONDS DEC 29 46436E205 270159 12336 SH SOLE 0 0 12336 ISHARES TR PFD AND INCM SEC 464288687 241592 8013 SH SOLE 0 0 8013 ISHARES TR US INFRASTRUC 46435U713 218442 5970 SH SOLE 0 0 5970 ISHARES TR IBONDS DEC2026 46435GAA0 300108 12861 PRN SOLE 0 0 12861 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2910450 54340 SH SOLE 0 0 54340 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 1838302 38005 SH SOLE 0 0 38005 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 283918 5658 SH SOLE 0 0 5658 JOHNSON & JOHNSON COM 478160104 905856 5816 SH SOLE 0 0 5816 JPMORGAN CHASE & CO COM 46625H100 918378 6333 SH SOLE 0 0 6333 LOCKHEED MARTIN CORP COM 539830109 208365 510 SH SOLE 0 0 510 MASTERCARD INCORPORATED CL A 57636Q104 215375 544 SH SOLE 0 0 544 MCDONALDS CORP COM 580135101 442590 1680 SH SOLE 0 0 1680 MERCK & CO INC COM 58933Y105 569108 5528 SH SOLE 0 0 5528 META PLATFORMS INC CL A 30303M102 1413689 4709 SH SOLE 0 0 4709 MICROSOFT CORP COM 594918104 4179783 13238 SH SOLE 0 0 13238 NEXTERA ENERGY INC COM 65339F101 1426508 24900 SH SOLE 0 0 24900 NVIDIA CORPORATION COM 67066G104 510243 1173 SH SOLE 0 0 1173 PALO ALTO NETWORKS INC COM 697435105 346737 1479 SH SOLE 0 0 1479 PEPSICO INC COM 713448108 590186 3483 SH SOLE 0 0 3483 PFIZER INC COM 717081103 501917 15132 SH SOLE 0 0 15132 PHILIP MORRIS INTL INC COM 718172109 218335 2358 SH SOLE 0 0 2358 PROCTER AND GAMBLE CO COM 742718109 770269 5281 SH SOLE 0 0 5281 RTX CORPORATION COM 75513E101 245922 3417 SH SOLE 0 0 3417 S&P GLOBAL INC COM 78409V104 214130 586 SH SOLE 0 0 586 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1776430 25105 SH SOLE 0 0 25105 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 212494 1320 SH SOLE 0 0 1320 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1293408 7890 SH SOLE 0 0 7890 SPDR GOLD TR GOLD SHS 78463V107 246031 1435 SH SOLE 0 0 1435 SPDR S&P 500 ETF TR TR UNIT 78462F103 1929645 4514 SH SOLE 0 0 4514 TESLA INC COM 88160R101 771929 3085 SH SOLE 0 0 3085 TEXAS INSTRS INC COM 882508104 319146 2007 SH SOLE 0 0 2007 TRANE TECHNOLOGIES PLC SHS G8994E103 445185 2194 SH SOLE 0 0 2194 UNITEDHEALTH GROUP INC COM 91324P102 220331 437 SH SOLE 0 0 437 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 311707 2150 SH SOLE 0 0 2150 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14817767 212350 SH SOLE 0 0 212350 VANGUARD INDEX FDS SMALL CP ETF 922908751 2834152 14990 SH SOLE 0 0 14990 VANGUARD INDEX FDS TOTAL STK MKT 922908769 32166880 151438 SH SOLE 0 0 151438 VANGUARD INDEX FDS MID CAP ETF 922908629 2533676 12167 SH SOLE 0 0 12167 VANGUARD INDEX FDS VALUE ETF 922908744 36326032 263366 SH SOLE 0 0 263366 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9066799 23088 SH SOLE 0 0 23088 VANGUARD INDEX FDS GROWTH ETF 922908736 13535083 49705 SH SOLE 0 0 49705 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1625450 31337 SH SOLE 0 0 31337 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1612919 41135 SH SOLE 0 0 41135 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2843797 60148 SH SOLE 0 0 60148 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 15230538 316643 SH SOLE 0 0 316643 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 220418 2901 SH SOLE 0 0 2901 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 25188312 162108 SH SOLE 0 0 162108 VANGUARD STAR FDS VG TL INTL STK F 921909768 13580383 253744 SH SOLE 0 0 253744 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1182276 27042 SH SOLE 0 0 27042 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 1135444 10996 SH SOLE 0 0 10996 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8049783 77911 SH SOLE 0 0 77911 VANGUARD WORLD FD ESG US STK ETF 921910733 376852 5010 SH SOLE 0 0 5010 VISA INC COM CL A 92826C839 700004 3043 SH SOLE 0 0 3043 WALMART INC COM 931142103 357603 2236 SH SOLE 0 0 2236