0001606587-21-000443.txt : 20210427 0001606587-21-000443.hdr.sgml : 20210427 20210427133325 ACCESSION NUMBER: 0001606587-21-000443 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210427 DATE AS OF CHANGE: 20210427 EFFECTIVENESS DATE: 20210427 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: 21857748 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 13F-HR LIVE false true false 0001851395 XXXXXXXX 03-31-2021 03-31-2021 false Baron Silver Stevens Financial Advisors, LLC

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

13F HOLDINGS REPORT 028-21116 N Carrie Prusa 561-447-1997 Carrie Prusa Boca Raton FL 04-27-2021 0 48 183869 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Alphabet Inc A CAP STK CL A 02079K305 503 244 SH SOLE NONE 0 0 244 Alphabet Inc C CAP STK CL C 02079K107 504 244 SH SOLE NONE 0 0 244 Altria Group Inc COM 02209S103 277 5430 SH SOLE NONE 0 0 5430 Amazon.com Inc COM 023135106 813 263 SH SOLE NONE 0 0 263 American Water Works Co Inc COM 030420103 214 1429 SH SOLE NONE 0 0 1429 Apple Inc COM 037833100 3281 26861 SH SOLE NONE 0 0 26861 Applied Materials Inc COM 038222105 215 1609 SH SOLE NONE 0 0 1609 AT&T Inc COM 00206R102 224 7421 SH SOLE NONE 0 0 7421 Berkshire Hathaway Inc B CL B NEW 084670702 541 2119 SH SOLE NONE 0 0 2119 Bristol-Myers Squibb Company COM 110122108 244 3867 SH SOLE NONE 0 0 3867 Comcast Corp Class A CL A 20030N101 289 5355 SH SOLE NONE 0 0 5355 Facebook Inc A CL A 30303M102 428 1454 SH SOLE NONE 0 0 1454 Gilead Sciences Inc COM 375558103 1044 16154 SH SOLE NONE 0 0 16154 Honeywell International Inc COM 438516106 368 1695 SH SOLE NONE 0 0 1695 Invesco QQQ Trust UNIT SER 1 46090E103 265 831 SH SOLE NONE 0 0 831 Ishares Core High Dividend Etf CORE HIGH DV ETF 46429B663 11805 124411 SH SOLE NONE 0 0 124411 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 1784 24773 SH SOLE NONE 0 0 24773 iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103 3676 57124 SH SOLE NONE 0 0 57124 iShares Core MSCI Total Intl Stk ETF CORE MSCI TOTAL 46432F834 1543 21967 SH SOLE NONE 0 0 21967 iShares Core S&P 500 CORE S&P500 ETF 464287200 32141 80793 SH SOLE NONE 0 0 80793 iShares Core S&P Mid-Cap CORE S&P MCP ETF 464287507 17992 69128 SH SOLE NONE 0 0 69128 iShares Core S&P Small-Cap CORE S&P SCP ETF 464287804 14929 137564 SH SOLE NONE 0 0 137564 iShares Core S&P Total US Stock Mkt ETF CORE S&P TTL STK 464287150 6939 75752 SH SOLE NONE 0 0 75752 iShares Core Total USD Bond Market ETF CORE TOTAL USD 46434V613 280 5309 SH SOLE NONE 0 0 5309 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 3119 27406 SH SOLE NONE 0 0 27406 iShares Edge MSCI Min Vol Global MSCI GBL MIN VOL 464286525 18259 185071 SH SOLE NONE 0 0 185071 iShares Edge MSCI Min Vol USA MSCI USA MIN VOL 46429B697 44010 636081 SH SOLE NONE 0 0 636081 iShares Exponential Technologies EXPONENTIAL TECH 46434V381 601 10155 SH SOLE NONE 0 0 10155 iShares Gold Trust ISHARES 464285105 336 20685 SH SOLE NONE 0 0 20685 iShares MSCI EAFE Min Vol Factor ETF MSCI EAFE MIN VL 46429B689 1726 23649 SH SOLE NONE 0 0 23649 iShares MSCI Emerg Mkts Min Vol Fctr ETF MSCI EMERG MRKT 464286533 5413 85703 SH SOLE NONE 0 0 85703 Johnson & Johnson COM 478160104 653 3975 SH SOLE NONE 0 0 3975 JPMorgan Chase & Co COM 46625H100 269 1768 SH SOLE NONE 0 0 1768 McDonald's Corp COM 580135101 442 1972 SH SOLE NONE 0 0 1972 Merck & Co Inc COM 58933Y105 266 3462 SH SOLE NONE 0 0 3462 Microsoft Corp COM 594918104 2302 9767 SH SOLE NONE 0 0 9767 Nextera Energy Inc COM 65339F101 2143 28351 SH SOLE NONE 0 0 28351 PepsiCo Inc COM 713448108 348 2463 SH SOLE NONE 0 0 2463 Pfizer Inc COM 717081103 416 11501 SH SOLE NONE 0 0 11501 Procter & Gamble Co COM 742718109 369 2731 SH SOLE NONE 0 0 2731 Raytheon Technologies Ord COM 75513E101 210 2726 SH SOLE NONE 0 0 2726 Tesla Motors Inc COM 88160R101 396 593 SH SOLE NONE 0 0 593 The Home Depot Inc COM 437076102 241 790 SH SOLE NONE 0 0 790 Trane Technologies PLC SHS G8994E103 341 2065 SH SOLE NONE 0 0 2065 Verizon Communications Inc COM 92343V104 425 7317 SH SOLE NONE 0 0 7317 Visa Inc Class A COM CL A 92826C839 390 1845 SH SOLE NONE 0 0 1845 Walt Disney Co COM 254687106 590 3200 SH SOLE NONE 0 0 3200 XPO Logistics Inc COM 983793100 305 2480 SH SOLE NONE 0 0 2480