0001172661-24-001991.txt : 20240502 0001172661-24-001991.hdr.sgml : 20240502 20240502144452 ACCESSION NUMBER: 0001172661-24-001991 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240502 DATE AS OF CHANGE: 20240502 EFFECTIVENESS DATE: 20240502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001851395 ORGANIZATION NAME: IRS NUMBER: 651039401 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21116 FILM NUMBER: 24907396 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 03-31-2024 03-31-2024 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 05-02-2024 0 127 517409983 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 461624 2535 SH SOLE 0 0 2535 ADOBE INC COM 00724F101 226818 450 SH SOLE 0 0 450 ADVANCED MICRO DEVICES INC COM 007903107 201788 1118 SH SOLE 0 0 1118 ALPHABET INC CAP STK CL A 02079K305 1558352 10325 SH SOLE 0 0 10325 ALPHABET INC CAP STK CL C 02079K107 1197220 7863 SH SOLE 0 0 7863 ALTRIA GROUP INC COM 02209S103 304033 6970 SH SOLE 0 0 6970 AMAZON COM INC COM 023135106 2300206 12752 SH SOLE 0 0 12752 AMERICAN EXPRESS CO COM 025816109 297591 1307 SH SOLE 0 0 1307 AMERICAN WTR WKS CO INC NEW COM 030420103 213379 1746 SH SOLE 0 0 1746 AMGEN INC COM 031162100 220064 774 SH SOLE 0 0 774 APPLE INC COM 037833100 7717266 45004 SH SOLE 0 0 45004 APPLIED MATLS INC COM 038222105 372451 1806 SH SOLE 0 0 1806 ASML HOLDING N V N Y REGISTRY SHS N07059210 247470 255 SH SOLE 0 0 255 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1224134 2911 SH SOLE 0 0 2911 BROADCOM INC COM 11135F101 435175 328 SH SOLE 0 0 328 CHEVRON CORP NEW COM 166764100 488994 3100 SH SOLE 0 0 3100 CISCO SYS INC COM 17275R102 289559 5802 SH SOLE 0 0 5802 COCA COLA CO COM 191216100 290360 4746 SH SOLE 0 0 4746 COMCAST CORP NEW CL A 20030N101 447199 10316 SH SOLE 0 0 10316 COSTCO WHSL CORP NEW COM 22160K105 985387 1345 SH SOLE 0 0 1345 CSX CORP COM 126408103 294150 7935 SH SOLE 0 0 7935 DANAHER CORPORATION COM 235851102 497025 1990 SH SOLE 0 0 1990 DEERE & CO COM 244199105 354879 864 SH SOLE 0 0 864 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 448711 12280 SH SOLE 0 0 12280 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 380854 6684 SH SOLE 0 0 6684 DISNEY WALT CO COM 254687106 426001 3482 SH SOLE 0 0 3482 DUKE ENERGY CORP NEW COM NEW 26441C204 310686 3213 SH SOLE 0 0 3213 ELI LILLY & CO COM 532457108 654653 842 SH SOLE 0 0 842 EXXON MOBIL CORP COM 30231G102 238292 2050 SH SOLE 0 0 2050 GILEAD SCIENCES INC COM 375558103 959941 13105 SH SOLE 0 0 13105 HOME DEPOT INC COM 437076102 803769 2095 SH SOLE 0 0 2095 HONEYWELL INTL INC COM 438516106 320308 1561 SH SOLE 0 0 1561 INVESCO QQQ TR UNIT SER 1 46090E103 409821 923 SH SOLE 0 0 923 ISHARES INC MSCI GBL MIN VOL 464286525 14522409 137954 SH SOLE 0 0 137954 ISHARES INC CORE MSCI EMKT 46434G103 8514155 165003 SH SOLE 0 0 165003 ISHARES TR S&P 500 GRWT ETF 464287309 200123 2370 SH SOLE 0 0 2370 ISHARES TR RUS 1000 VAL ETF 464287598 1555481 8685 SH SOLE 0 0 8685 ISHARES TR RUS 1000 GRW ETF 464287614 38944901 115546 SH SOLE 0 0 115546 ISHARES TR U S EQUITY FACTR 46434V282 475142 8830 SH SOLE 0 0 8830 ISHARES TR IBONDS DEC24 ETF 46434VBG4 489009 19521 PRN SOLE 0 0 19521 ISHARES TR CORE US AGGBD ET 464287226 28442543 290408 SH SOLE 0 0 290408 ISHARES TR IBONDS DEC 29 46436E205 799420 35032 SH SOLE 0 0 35032 ISHARES TR CORE TOTAL USD 46434V613 803843 17632 SH SOLE 0 0 17632 ISHARES TR IBONDS DEC2026 46435GAA0 1354515 56793 PRN SOLE 0 0 56793 ISHARES TR NATIONAL MUN ETF 464288414 11310597 105117 SH SOLE 0 0 105117 ISHARES TR US INFRASTRUC 46435U713 200747 4630 SH SOLE 0 0 4630 ISHARES TR MSCI USA QLT FCT 46432F339 291228 1772 SH SOLE 0 0 1772 ISHARES TR EXPONENTIAL TECH 46434V381 2907012 48759 SH SOLE 0 0 48759 ISHARES TR IBDS DEC28 ETF 46435U515 786803 31592 SH SOLE 0 0 31592 ISHARES TR IBONDS 27 ETF 46435UAA9 867629 36455 PRN SOLE 0 0 36455 ISHARES TR RUSSELL 2000 ETF 464287655 242055 1151 SH SOLE 0 0 1151 ISHARES TR MSCI USA VALUE 46432F388 2544852 23496 SH SOLE 0 0 23496 ISHARES TR CORE MSCI EAFE 46432F842 4696938 63284 SH SOLE 0 0 63284 ISHARES TR MSCI USA MIN VOL 46429B697 19194629 229656 SH SOLE 0 0 229656 ISHARES TR CORE S&P MCP ETF 464287507 22985967 378432 SH SOLE 0 0 378432 ISHARES TR CORE S&P US VLU 464287663 211991 2344 SH SOLE 0 0 2344 ISHARES TR S&P 500 VAL ETF 464287408 295720 1583 SH SOLE 0 0 1583 ISHARES TR CORE HIGH DV ETF 46429B663 3600985 32674 SH SOLE 0 0 32674 ISHARES TR IBONDS DEC25 ETF 46434VBD1 1392454 56125 PRN SOLE 0 0 56125 ISHARES TR CORE S&P SCP ETF 464287804 17218612 155796 SH SOLE 0 0 155796 ISHARES TR MSCI USA ESG SLC 464288802 211899 1941 SH SOLE 0 0 1941 ISHARES TR CORE MSCI TOTAL 46432F834 5584403 82293 SH SOLE 0 0 82293 ISHARES TR CORE S&P500 ETF 464287200 40473487 76985 SH SOLE 0 0 76985 ISHARES TR IBONDS 24 TRM TS 46436E874 263268 10997 SH SOLE 0 0 10997 ISHARES TR S&P MC 400VL ETF 464287705 280820 2374 SH SOLE 0 0 2374 ISHARES TR CORE S&P TTL STK 464287150 9536366 82709 SH SOLE 0 0 82709 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2700303 46670 SH SOLE 0 0 46670 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 5969358 117646 SH SOLE 0 0 117646 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 308354 5685 SH SOLE 0 0 5685 JOHNSON & JOHNSON COM 478160104 915203 5785 SH SOLE 0 0 5785 JPMORGAN CHASE & CO COM 46625H100 1625388 8115 SH SOLE 0 0 8115 LOCKHEED MARTIN CORP COM 539830109 267236 588 SH SOLE 0 0 588 LOWES COS INC COM 548661107 200997 789 SH SOLE 0 0 789 MASTERCARD INCORPORATED CL A 57636Q104 550916 1144 SH SOLE 0 0 1144 MCDONALDS CORP COM 580135101 573216 2033 SH SOLE 0 0 2033 MERCK & CO INC COM 58933Y105 753698 5712 SH SOLE 0 0 5712 META PLATFORMS INC CL A 30303M102 1428091 2941 SH SOLE 0 0 2941 MICROSOFT CORP COM 594918104 5931157 14098 SH SOLE 0 0 14098 MORGAN STANLEY COM NEW 617446448 203291 2159 SH SOLE 0 0 2159 NEXTERA ENERGY INC COM 65339F101 1299021 20326 SH SOLE 0 0 20326 NORTHROP GRUMMAN CORP COM 666807102 212046 443 SH SOLE 0 0 443 NOVO-NORDISK A S ADR 670100205 265788 2070 SH SOLE 0 0 2070 NVIDIA CORPORATION COM 67066G104 1482742 1641 SH SOLE 0 0 1641 PEPSICO INC COM 713448108 644589 3683 SH SOLE 0 0 3683 PFIZER INC COM 717081103 340539 12272 SH SOLE 0 0 12272 PHILIP MORRIS INTL INC COM 718172109 242182 2643 SH SOLE 0 0 2643 PROCTER AND GAMBLE CO COM 742718109 924380 5697 SH SOLE 0 0 5697 PROGRESSIVE CORP COM 743315103 213231 1031 SH SOLE 0 0 1031 QUALCOMM INC COM 747525103 268848 1588 SH SOLE 0 0 1588 RTX CORPORATION COM 75513E101 327409 3357 SH SOLE 0 0 3357 SALESFORCE INC COM 79466L302 278290 924 SH SOLE 0 0 924 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3239794 40181 SH SOLE 0 0 40181 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1718644 8252 SH SOLE 0 0 8252 SPDR GOLD TR GOLD SHS 78463V107 295208 1435 SH SOLE 0 0 1435 SPDR S&P 500 ETF TR TR UNIT 78462F103 2164987 4139 SH SOLE 0 0 4139 STARBUCKS CORP COM 855244109 216976 2374 SH SOLE 0 0 2374 SYSCO CORP COM 871829107 217319 2677 SH SOLE 0 0 2677 TESLA INC COM 88160R101 553563 3149 SH SOLE 0 0 3149 TEXAS INSTRS INC COM 882508104 251747 1445 SH SOLE 0 0 1445 THERMO FISHER SCIENTIFIC INC COM 883556102 293899 506 SH SOLE 0 0 506 TOYOTA MOTOR CORP ADS 892331307 227519 904 SH SOLE 0 0 904 TRANE TECHNOLOGIES PLC SHS G8994E103 721681 2404 SH SOLE 0 0 2404 UNION PAC CORP COM 907818108 310733 1264 SH SOLE 0 0 1264 UNITEDHEALTH GROUP INC COM 91324P102 491237 993 SH SOLE 0 0 993 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 19321397 266025 SH SOLE 0 0 266025 VANGUARD INDEX FDS VALUE ETF 922908744 40304416 247479 SH SOLE 0 0 247479 VANGUARD INDEX FDS MID CAP ETF 922908629 3309440 13245 SH SOLE 0 0 13245 VANGUARD INDEX FDS GROWTH ETF 922908736 16335441 47459 SH SOLE 0 0 47459 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 10922772 22723 SH SOLE 0 0 22723 VANGUARD INDEX FDS TOTAL STK MKT 922908769 38084211 146534 SH SOLE 0 0 146534 VANGUARD INDEX FDS SMALL CP ETF 922908751 4275884 18705 SH SOLE 0 0 18705 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 441448 3995 SH SOLE 0 0 3995 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1661965 28337 SH SOLE 0 0 28337 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1195471 28620 SH SOLE 0 0 28620 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1982263 41392 SH SOLE 0 0 41392 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 13889856 274503 SH SOLE 0 0 274503 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1028724 17570 SH SOLE 0 0 17570 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 28707962 157209 SH SOLE 0 0 157209 VANGUARD STAR FDS VG TL INTL STK F 921909768 15786109 261793 SH SOLE 0 0 261793 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1408322 28071 SH SOLE 0 0 28071 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 2089600 16468 SH SOLE 0 0 16468 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8965010 74097 SH SOLE 0 0 74097 VANGUARD WORLD FD ESG US STK ETF 921910733 413484 4437 SH SOLE 0 0 4437 VANGUARD WORLD FD INF TECH ETF 92204A702 208687 398 SH SOLE 0 0 398 VERIZON COMMUNICATIONS INC COM 92343V104 242218 5773 SH SOLE 0 0 5773 VISA INC COM CL A 92826C839 1044698 3743 SH SOLE 0 0 3743 WALMART INC COM 931142103 382862 6363 SH SOLE 0 0 6363