0001606587-21-001592.txt : 20211112
0001606587-21-001592.hdr.sgml : 20211112
20211112120148
ACCESSION NUMBER: 0001606587-21-001592
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211112
DATE AS OF CHANGE: 20211112
EFFECTIVENESS DATE: 20211112
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: 211401773
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
09-30-2021
09-30-2021
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
Chief Compliance Officer, Investment Adviser Representative
561-447-1997
Carrie Prusa
Boca Raton
FL
11-12-2021
0
74
375141
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
Alphabet Inc A
CAP STK CL A
02079K305
772
289
SH
SOLE
NONE
0
0
289
Alphabet Inc C
CAP STK CL C
02079K107
717
269
SH
SOLE
NONE
0
0
269
Altria Group Inc
COM
02209S103
252
5542
SH
SOLE
NONE
0
0
5542
Amazon.com Inc
COM
023135106
919
280
SH
SOLE
NONE
0
0
280
American Water Works Co Inc
COM
030420103
224
1329
SH
SOLE
NONE
0
0
1329
Apple Inc
COM
037833100
5375
37989
SH
SOLE
NONE
0
0
37989
Applied Materials Inc
COM
038222105
212
1652
SH
SOLE
NONE
0
0
1652
Berkshire Hathaway Inc B
CL B NEW
084670702
578
2119
SH
SOLE
NONE
0
0
2119
Bristol-Myers Squibb Company
COM
110122108
242
4103
SH
SOLE
NONE
0
0
4103
Cisco Systems Inc
COM
17275R102
238
4374
SH
SOLE
NONE
0
0
4374
Coca-Cola Co
COM
191216100
220
4196
SH
SOLE
NONE
0
0
4196
Comcast Corp Class A
CL A
20030N101
322
5766
SH
SOLE
NONE
0
0
5766
Danaher Corp
COM
235851102
374
1229
SH
SOLE
NONE
0
0
1229
Dimensional US Equity ETF
US EQUITY ETF
25434V401
205
4354
SH
SOLE
NONE
0
0
4354
Gilead Sciences Inc
COM
375558103
1056
15130
SH
SOLE
NONE
0
0
15130
Honeywell International Inc
COM
438516106
374
1762
SH
SOLE
NONE
0
0
1762
Ishares Core High Dividend Etf
CORE HIGH DV ETF
46429B663
6863
72815
SH
SOLE
NONE
0
0
72815
iShares Core MSCI EAFE
CORE MSCI EAFE
46432F842
4158
56000
SH
SOLE
NONE
0
0
56000
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
46434G103
10078
163190
SH
SOLE
NONE
0
0
163190
iShares Core MSCI Total Intl Stk ETF
CORE MSCI TOTAL
46432F834
2044
28789
SH
SOLE
NONE
0
0
28789
iShares Core SP 500
CORE S&P500 ETF
464287200
35342
82035
SH
SOLE
NONE
0
0
82035
iShares Core SP Mid-Cap
CORE S&P MCP ETF
464287507
18894
71823
SH
SOLE
NONE
0
0
71823
iShares Core SP Small-Cap
CORE S&P SCP ETF
464287804
15993
146474
SH
SOLE
NONE
0
0
146474
iShares Core SP Total US Stock Mkt ETF
CORE S&P TTL STK
464287150
7681
78080
SH
SOLE
NONE
0
0
78080
iShares Core Total USD Bond Market ETF
CORE TOTAL USD
46434V613
958
18003
SH
SOLE
NONE
0
0
18003
iShares Core US Aggregate Bond
CORE US AGGBD ET
464287226
15972
139100
SH
SOLE
NONE
0
0
139100
iShares Edge MSCI Min Vol Global
MSCI GBL MIN VOL
464286525
18050
175709
SH
SOLE
NONE
0
0
175709
iShares Edge MSCI Min Vol USA
MSCI USA MIN VOL
46429B697
29478
401065
SH
SOLE
NONE
0
0
401065
iShares Exponential Technologies
EXPONENTIAL TECH
46434V381
1614
25734
SH
SOLE
NONE
0
0
25734
iShares Gold Trust
ISHARES NEW
464285204
331
9930
SH
SOLE
NONE
0
0
9930
iShares MSCI EAFE Min Vol Factor ETF
MSCI EAFE MIN VL
46429B689
520
6913
SH
SOLE
NONE
0
0
6913
iShares MSCI Emerg Mkts Min Vol Fctr ETF
MSCI EMERG MRKT
464286533
1270
20275
SH
SOLE
NONE
0
0
20275
iShares MSCI USA ESG Select ETF
MSCI USA ESG SLC
464288802
211
2206
SH
SOLE
NONE
0
0
2206
iShares MSCI USA Multifactor ETF
MSCI USA MULTIFT
46434V282
468
11123
SH
SOLE
NONE
0
0
11123
iShares National Muni Bond ETF
NATIONAL MUN ETF
464288414
4469
38469
SH
SOLE
NONE
0
0
38469
iShares PreferredIncome Securities ETF
PFD AND INCM SEC
464288687
546
14093
SH
SOLE
NONE
0
0
14093
iShares Russell 1000 Growth
RUS 1000 GRW ETF
464287614
38746
141389
SH
SOLE
NONE
0
0
141389
iShares Russell 1000 Value
RUS 1000 VAL ETF
464287598
1483
9479
SH
SOLE
NONE
0
0
9479
iShares Russell 2000
RUSSELL 2000 ETF
464287655
324
1485
SH
SOLE
NONE
0
0
1485
iShares SP Mid-Cap 400 Value ETF
S&P MC 400VL ETF
464287705
259
2520
SH
SOLE
NONE
0
0
2520
Johnson Johnson
COM
478160104
670
4148
SH
SOLE
NONE
0
0
4148
JPMorgan Chase Co
COM
46625H100
321
1963
SH
SOLE
NONE
0
0
1963
McDonald's Corp
COM
580135101
501
2080
SH
SOLE
NONE
0
0
2080
Merck Co Inc
COM
58933Y105
319
4251
SH
SOLE
NONE
0
0
4251
Meta Platforms Inc Class A
CL A
30303M102
531
1565
SH
SOLE
NONE
0
0
1565
Microsoft Corp
COM
594918104
3048
10814
SH
SOLE
NONE
0
0
10814
Nextera Energy Inc
COM
65339F101
2261
28798
SH
SOLE
NONE
0
0
28798
PepsiCo Inc
COM
713448108
381
2537
SH
SOLE
NONE
0
0
2537
Pfizer Inc
COM
717081103
503
11706
SH
SOLE
NONE
0
0
11706
Procter Gamble Co
COM
742718109
415
2970
SH
SOLE
NONE
0
0
2970
Raytheon Technologies Ord
COM
75513E101
280
3264
SH
SOLE
NONE
0
0
3264
SPDR SP 500 ETF
TR UNIT
78462F103
1106
2578
SH
SOLE
NONE
0
0
2578
Technology Select Sector SPDR ETF
TECHNOLOGY
81369Y803
1410
9445
SH
SOLE
NONE
0
0
9445
Tesla Motors Inc
COM
88160R101
459
593
SH
SOLE
NONE
0
0
593
The Home Depot Inc
COM
437076102
395
1205
SH
SOLE
NONE
0
0
1205
Trane Technologies PLC
SHS
G8994E103
347
2015
SH
SOLE
NONE
0
0
2015
Vanguard 500 ETF
S&P 500 ETF SHS
922908363
10253
25998
SH
SOLE
NONE
0
0
25998
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
17969
116985
SH
SOLE
NONE
0
0
116985
Vanguard ESG US Stock ETF
ESG US STK ETF
921910733
466
5827
SH
SOLE
NONE
0
0
5827
Vanguard FTSE Developed Markets ETF
FTSE DEV MKT ETF
921943858
230
4557
SH
SOLE
NONE
0
0
4557
Vanguard Growth ETF
GROWTH ETF
922908736
13912
47947
SH
SOLE
NONE
0
0
47947
Vanguard High Dividend Yield ETF
HIGH DIV YLD
921946406
2456
23769
SH
SOLE
NONE
0
0
23769
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
2440
10309
SH
SOLE
NONE
0
0
10309
Vanguard Short-Term Infl-Prot Secs ETF
STRM INFPROIDX
922020805
474
9028
SH
SOLE
NONE
0
0
9028
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
92206C102
225
3676
SH
SOLE
NONE
0
0
3676
Vanguard Small-Cap ETF
SMALL CP ETF
922908751
2747
12566
SH
SOLE
NONE
0
0
12566
Vanguard Tax-Exempt Bond ETF
TAX EXEMPT BD
922907746
6074
110912
SH
SOLE
NONE
0
0
110912
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
6934
81149
SH
SOLE
NONE
0
0
81149
Vanguard Total International Stock ETF
VG TL INTL STK F
921909768
13554
214271
SH
SOLE
NONE
0
0
214271
Vanguard Total Stock Market ETF
TOTAL STK MKT
922908769
32901
148163
SH
SOLE
NONE
0
0
148163
Vanguard Value ETF
VALUE ETF
922908744
22321
164893
SH
SOLE
NONE
0
0
164893
Verizon Communications Inc
COM
92343V104
397
7358
SH
SOLE
NONE
0
0
7358
Visa Inc Class A
COM CL A
92826C839
426
1912
SH
SOLE
NONE
0
0
1912
Walt Disney Co
COM
254687106
583
3450
SH
SOLE
NONE
0
0
3450