0001606587-21-000912.txt : 20210727 0001606587-21-000912.hdr.sgml : 20210727 20210727112317 ACCESSION NUMBER: 0001606587-21-000912 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210727 DATE AS OF CHANGE: 20210727 EFFECTIVENESS DATE: 20210727 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: 211116634 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 06-30-2021 06-30-2021 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 07-27-2021 0 87 368653 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Abbott Laboratories COM 002824100 213 1839 SH SOLE NONE 0 0 1839 Adobe Systems Inc COM 00724F101 229 391 SH SOLE NONE 0 0 391 Alphabet Inc A CAP STK CL A 02079K305 644 264 SH SOLE NONE 0 0 264 Alphabet Inc C CAP STK CL C 02079K107 982 392 SH SOLE NONE 0 0 392 Altria Group Inc COM 02209S103 304 6395 SH SOLE NONE 0 0 6395 Amazon.com Inc COM 023135106 1575 458 SH SOLE NONE 0 0 458 American Water Works Co Inc COM 030420103 220 1429 SH SOLE NONE 0 0 1429 Apple Inc COM 037833100 4402 32144 SH SOLE NONE 0 0 32144 Applied Materials Inc COM 038222105 237 1665 SH SOLE NONE 0 0 1665 ASML Holding NV N Y REGISTRY SHS N07059210 201 292 SH SOLE NONE 0 0 292 ATT Inc COM 00206R102 250 8693 SH SOLE NONE 0 0 8693 Berkshire Hathaway Inc B CL B NEW 084670702 658 2369 SH SOLE NONE 0 0 2369 BlackRock Inc COM 09247X101 255 292 SH SOLE NONE 0 0 292 Bristol-Myers Squibb Company COM 110122108 291 4356 SH SOLE NONE 0 0 4356 Cisco Systems Inc COM 17275R102 240 4543 SH SOLE NONE 0 0 4543 Coca-Cola Co COM 191216100 316 5853 SH SOLE NONE 0 0 5853 Comcast Corp Class A CL A 20030N101 606 10633 SH SOLE NONE 0 0 10633 Danaher Corp COM 235851102 315 1176 SH SOLE NONE 0 0 1176 DIMENSIONAL U S EQUITY ETF US EQUITY ETF 25434V401 205 4354 SH SOLE NONE 0 0 4354 Duke Energy Corp COM NEW 26441C204 255 2583 SH SOLE NONE 0 0 2583 Facebook Inc A CL A 30303M102 1029 2962 SH SOLE NONE 0 0 2962 Gilead Sciences Inc COM 375558103 1124 16334 SH SOLE NONE 0 0 16334 Honeywell International Inc COM 438516106 461 2105 SH SOLE NONE 0 0 2105 Intel Corp COM 458140100 207 3687 SH SOLE NONE 0 0 3687 Ishares Core High Dividend Etf CORE HIGH DV ETF 46429B663 11132 115324 SH SOLE NONE 0 0 115324 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 2898 38718 SH SOLE NONE 0 0 38718 iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103 7306 109067 SH SOLE NONE 0 0 109067 iShares Core MSCI Total Intl Stk ETF CORE MSCI TOTAL 46432F834 1727 23570 SH SOLE NONE 0 0 23570 iShares Core SP 500 CORE S&P500 ETF 464287200 35271 82041 SH SOLE NONE 0 0 82041 iShares Core SP Mid-Cap CORE S&P MCP ETF 464287507 18868 70212 SH SOLE NONE 0 0 70212 iShares Core SP Small-Cap CORE S&P SCP ETF 464287804 15937 141063 SH SOLE NONE 0 0 141063 iShares Core SP Total US Stock Mkt ETF CORE S&P TTL STK 464287150 7646 77425 SH SOLE NONE 0 0 77425 iShares Core Total USD Bond Market ETF CORE TOTAL USD 46434V613 1097 20518 SH SOLE NONE 0 0 20518 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 11283 97839 SH SOLE NONE 0 0 97839 iShares Edge MSCI Min Vol Global MSCI GBL MIN VOL 464286525 18833 183096 SH SOLE NONE 0 0 183096 iShares Edge MSCI Min Vol USA MSCI USA MIN VOL 46429B697 40567 551117 SH SOLE NONE 0 0 551117 iShares Exponential Technologies EXPONENTIAL TECH 46434V381 1111 17578 SH SOLE NONE 0 0 17578 iShares Gold Trust ISHARES NEW 464285204 334 9930 SH SOLE NONE 0 0 9930 iShares MSCI EAFE Min Vol Factor ETF MSCI EAFE MIN VL 46429B689 1275 16880 SH SOLE NONE 0 0 16880 iShares MSCI Emerg Mkts Min Vol Fctr ETF MSCI EMERG MRKT 464286533 3535 55102 SH SOLE NONE 0 0 55102 iShares MSCI USA ESG Select ETF MSCI USA ESG SLC 464288802 210 2206 SH SOLE NONE 0 0 2206 iShares MSCI USA Multifactor ETF MSCI USA MULTIFT 46434V282 275 6441 SH SOLE NONE 0 0 6441 iShares National Muni Bond ETF NATIONAL MUN ETF 464288414 4210 35929 SH SOLE NONE 0 0 35929 iShares Russell 1000 Growth RUS 1000 GRW ETF 464287614 38444 141610 SH SOLE NONE 0 0 141610 iShares Russell 1000 Value RUS 1000 VAL ETF 464287598 1612 10163 SH SOLE NONE 0 0 10163 iShares Russell 2000 RUSSELL 2000 ETF 464287655 340 1485 SH SOLE NONE 0 0 1485 iShares SP Mid-Cap 400 Value ETF S&P MC 400VL ETF 464287705 268 2549 SH SOLE NONE 0 0 2549 Johnson Johnson COM 478160104 814 4942 SH SOLE NONE 0 0 4942 JPMorgan Chase Co COM 46625H100 589 3787 SH SOLE NONE 0 0 3787 Mastercard Inc A CL A 57636Q104 226 620 SH SOLE NONE 0 0 620 McDonald's Corp COM 580135101 585 2533 SH SOLE NONE 0 0 2533 Merck Co Inc COM 58933Y105 359 4616 SH SOLE NONE 0 0 4616 Microsoft Corp COM 594918104 3484 12862 SH SOLE NONE 0 0 12862 Netflix Inc COM 64110L106 203 384 SH SOLE NONE 0 0 384 Nextera Energy Inc COM 65339F101 2058 28096 SH SOLE NONE 0 0 28096 Nike Inc B CL B 654106103 233 1509 SH SOLE NONE 0 0 1509 PayPal Holdings Inc COM 70450Y103 233 802 SH SOLE NONE 0 0 802 PepsiCo Inc COM 713448108 520 3510 SH SOLE NONE 0 0 3510 Pfizer Inc COM 717081103 482 12325 SH SOLE NONE 0 0 12325 Procter Gamble Co COM 742718109 423 3135 SH SOLE NONE 0 0 3135 Raytheon Technologies Ord COM 75513E101 359 4209 SH SOLE NONE 0 0 4209 SPDR SP 500 ETF TR UNIT 78462F103 1103 2578 SH SOLE NONE 0 0 2578 Technology Select Sector SPDR ETF TECHNOLOGY 81369Y803 1394 9445 SH SOLE NONE 0 0 9445 Tesla Motors Inc COM 88160R101 467 688 SH SOLE NONE 0 0 688 Texas Instruments Inc COM 882508104 416 2163 SH SOLE NONE 0 0 2163 The Home Depot Inc COM 437076102 327 1027 SH SOLE NONE 0 0 1027 Trane Technologies PLC SHS G8994E103 447 2428 SH SOLE NONE 0 0 2428 Union Pacific Corp COM 907818108 359 1632 SH SOLE NONE 0 0 1632 UnitedHealth Group Inc COM 91324P102 287 718 SH SOLE NONE 0 0 718 Vanguard 500 ETF S&P 500 ETF SHS 922908363 9589 24368 SH SOLE NONE 0 0 24368 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 17257 111493 SH SOLE NONE 0 0 111493 Vanguard ESG US Stock ETF ESG US STK ETF 921910733 304 3806 SH SOLE NONE 0 0 3806 Vanguard FTSE Developed Markets ETF FTSE DEV MKT ETF 921943858 212 4116 SH SOLE NONE 0 0 4116 Vanguard Growth ETF GROWTH ETF 922908736 13177 45946 SH SOLE NONE 0 0 45946 Vanguard High Dividend Yield ETF HIGH DIV YLD 921946406 1482 14147 SH SOLE NONE 0 0 14147 Vanguard Mid-Cap ETF MID CAP ETF 922908629 2354 9918 SH SOLE NONE 0 0 9918 Vanguard Short-Term Infl-Prot Secs ETF STRM INFPROIDX 922020805 267 5109 SH SOLE NONE 0 0 5109 Vanguard Small-Cap ETF SMALL CP ETF 922908751 2752 12216 SH SOLE NONE 0 0 12216 Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD 922907746 4004 72406 SH SOLE NONE 0 0 72406 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 5226 60850 SH SOLE NONE 0 0 60850 Vanguard Total International Stock ETF VG TL INTL STK F 921909768 13348 203240 SH SOLE NONE 0 0 203240 Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 32632 146452 SH SOLE NONE 0 0 146452 Vanguard Value ETF VALUE ETF 922908744 9233 67169 SH SOLE NONE 0 0 67169 Verizon Communications Inc COM 92343V104 423 7560 SH SOLE NONE 0 0 7560 Visa Inc Class A COM CL A 92826C839 723 3095 SH SOLE NONE 0 0 3095 Walt Disney Co COM 254687106 609 3464 SH SOLE NONE 0 0 3464 XPO Logistics Inc COM 983793100 295 2115 SH SOLE NONE 0 0 2115