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 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