0001606587-22-000875.txt : 20220503 0001606587-22-000875.hdr.sgml : 20220503 20220503131239 ACCESSION NUMBER: 0001606587-22-000875 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 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: 22885679 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 03-31-2022 03-31-2022 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 05-03-2022 0 95 426570 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AbbVie Inc COM 00287Y109 671 4142 SH SOLE NONE 0 0 4142 Adobe Systems Inc COM 00724F101 251 553 SH SOLE NONE 0 0 553 Alphabet Inc A CAP STK CL A 02079K305 1410 507 SH SOLE NONE 0 0 507 Alphabet Inc C CAP STK CL C 02079K107 1309 469 SH SOLE NONE 0 0 469 Altria Group Inc COM 02209S103 284 5453 SH SOLE NONE 0 0 5453 Amazon.com Inc COM 023135106 1470 451 SH SOLE NONE 0 0 451 American Water Works Co Inc COM 030420103 219 1329 SH SOLE NONE 0 0 1329 Apple Inc COM 037833100 7801 44677 SH SOLE NONE 0 0 44677 Applied Materials Inc COM 038222105 547 4152 SH SOLE NONE 0 0 4152 Berkshire Hathaway Inc B CL B NEW 084670702 791 2244 SH SOLE NONE 0 0 2244 Bristol-Myers Squibb Company COM 110122108 299 4105 SH SOLE NONE 0 0 4105 Chevron Corp COM 166764100 244 1499 SH SOLE NONE 0 0 1499 Cisco Systems Inc COM 17275R102 320 5749 SH SOLE NONE 0 0 5749 Coca-Cola Co COM 191216100 288 4659 SH SOLE NONE 0 0 4659 Comcast Corp Class A CL A 20030N101 263 5618 SH SOLE NONE 0 0 5618 Costco Wholesale Corp COM 22160K105 365 635 SH SOLE NONE 0 0 635 Danaher Corp COM 235851102 439 1497 SH SOLE NONE 0 0 1497 Deere Co COM 244199105 213 514 SH SOLE NONE 0 0 514 Duke Energy Corp COM NEW 26441C204 258 2315 SH SOLE NONE 0 0 2315 Eli Lilly and Co COM 532457108 251 879 SH SOLE NONE 0 0 879 Fortinet Inc COM 34959E109 726 2125 SH SOLE NONE 0 0 2125 Gilead Sciences Inc COM 375558103 960 16162 SH SOLE NONE 0 0 16162 Goldman Sachs Group Inc COM 38141G104 230 700 SH SOLE NONE 0 0 700 Honeywell International Inc COM 438516106 334 1721 SH SOLE NONE 0 0 1721 Intuitive Surgical Inc COM NEW 46120E602 276 915 SH SOLE NONE 0 0 915 Johnson Johnson COM 478160104 877 4952 SH SOLE NONE 0 0 4952 JPMorgan Chase Co COM 46625H100 317 2330 SH SOLE NONE 0 0 2330 McDonald's Corp COM 580135101 526 2130 SH SOLE NONE 0 0 2130 Merck Co Inc COM 58933Y105 400 4886 SH SOLE NONE 0 0 4886 Meta Platforms Inc Class A CL A 30303M102 925 4163 SH SOLE NONE 0 0 4163 Microsoft Corp COM 594918104 3747 12156 SH SOLE NONE 0 0 12156 Nextera Energy Inc COM 65339F101 2197 25947 SH SOLE NONE 0 0 25947 Palo Alto Networks Inc COM 697435105 257 413 SH SOLE NONE 0 0 413 PepsiCo Inc COM 713448108 527 3152 SH SOLE NONE 0 0 3152 Pfizer Inc COM 717081103 765 14790 SH SOLE NONE 0 0 14790 Procter Gamble Co COM 742718109 439 2877 SH SOLE NONE 0 0 2877 Raytheon Technologies Ord COM 75513E101 323 3265 SH SOLE NONE 0 0 3265 Tesla Motors Inc COM 88160R101 957 889 SH SOLE NONE 0 0 889 Texas Instruments Inc COM 882508104 293 1597 SH SOLE NONE 0 0 1597 The Estee Lauder Companies Inc Class A CL A 518439104 205 756 SH SOLE NONE 0 0 756 The Home Depot Inc COM 437076102 434 1451 SH SOLE NONE 0 0 1451 Trane Technologies PLC SHS G8994E103 307 2015 SH SOLE NONE 0 0 2015 Verizon Communications Inc COM 92343V104 412 8088 SH SOLE NONE 0 0 8088 Visa Inc Class A COM CL A 92826C839 502 2266 SH SOLE NONE 0 0 2266 Wal-Mart Stores Inc COM 931142103 286 1923 SH SOLE NONE 0 0 1923 Walt Disney Co COM 254687106 802 5851 SH SOLE NONE 0 0 5851 DIMENSIONAL U S EQUITY ETF US EQUITY ETF 25434V401 213 4354 SH SOLE NONE 0 0 4354 Invesco Preferred ETF PFD ETF 46138E511 478 35256 SH SOLE NONE 0 0 35256 Invesco QQQ Trust UNIT SER 1 46090E103 498 1376 SH SOLE NONE 0 0 1376 Ishares Core High Dividend Etf CORE HIGH DV ETF 46429B663 4903 45875 SH SOLE NONE 0 0 45875 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 4808 69170 SH SOLE NONE 0 0 69170 iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103 9850 177321 SH SOLE NONE 0 0 177321 iShares Core MSCI Total Intl Stk ETF CORE MSCI TOTAL 46432F834 2497 37506 SH SOLE NONE 0 0 37506 iShares Core SP 500 CORE S&P500 ETF 464287200 37556 82780 SH SOLE NONE 0 0 82780 iShares Core SP Mid-Cap CORE S&P MCP ETF 464287507 19337 72065 SH SOLE NONE 0 0 72065 iShares Core SP Small-Cap CORE S&P SCP ETF 464287804 15816 146614 SH SOLE NONE 0 0 146614 iShares Core SP Total US Stock Mkt ETF CORE S&P TTL STK 464287150 7941 78676 SH SOLE NONE 0 0 78676 iShares Core SP US Value ETF CORE S&P US VLU 464287663 256 3384 SH SOLE NONE 0 0 3384 iShares Core Total USD Bond Market ETF CORE TOTAL USD 46434V613 485 9790 SH SOLE NONE 0 0 9790 Ishares Core U S Growth Etf CORE S&P US GWT 464287671 225 2131 SH SOLE NONE 0 0 2131 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 17107 159733 SH SOLE NONE 0 0 159733 iShares Edge MSCI Min Vol Global MSCI GBL MIN VOL 464286525 17240 164478 SH SOLE NONE 0 0 164478 iShares Edge MSCI Min Vol USA MSCI USA MIN VOL 46429B697 22080 284649 SH SOLE NONE 0 0 284649 iShares Exponential Technologies EXPONENTIAL TECH 46434V381 3142 53224 SH SOLE NONE 0 0 53224 iShares MSCI EAFE Min Vol Factor ETF MSCI EAFE MIN VL 46429B689 264 3660 SH SOLE NONE 0 0 3660 iShares MSCI Emerg Mkts Min Vol Fctr ETF MSCI EMERG MRKT 464286533 374 6136 SH SOLE NONE 0 0 6136 iShares MSCI USA ESG Select ETF MSCI USA ESG SLC 464288802 213 2206 SH SOLE NONE 0 0 2206 iShares MSCI USA Multifactor ETF MSCI USA MULTIFT 46434V282 945 21256 SH SOLE NONE 0 0 21256 iShares National Muni Bond ETF NATIONAL MUN ETF 464288414 12090 110273 SH SOLE NONE 0 0 110273 iShares Russell 1000 Growth RUS 1000 GRW ETF 464287614 39152 141023 SH SOLE NONE 0 0 141023 iShares Russell 1000 Value RUS 1000 VAL ETF 464287598 1523 9180 SH SOLE NONE 0 0 9180 iShares Russell 2000 RUSSELL 2000 ETF 464287655 382 1862 SH SOLE NONE 0 0 1862 iShares Russell Mid-Cap Growth ETF RUS MD CP GR ETF 464287481 214 2131 SH SOLE NONE 0 0 2131 iShares SP Mid-Cap 400 Value ETF S&P MC 400VL ETF 464287705 265 2420 SH SOLE NONE 0 0 2420 Schwab US Large-Cap ETF US LRG CAP ETF 808524201 207 3848 SH SOLE NONE 0 0 3848 Select Sector Spdr Fund Shs Ben Consumer Discretionary SBI CONS DISCR 81369Y407 257 1391 SH SOLE NONE 0 0 1391 SPDR Gold Shares GOLD SHS 78463V107 286 1584 SH SOLE NONE 0 0 1584 SPDR SP 500 ETF TR UNIT 78462F103 1469 3253 SH SOLE NONE 0 0 3253 Technology Select Sector SPDR ETF TECHNOLOGY 81369Y803 1501 9445 SH SOLE NONE 0 0 9445 VanEck Semiconductor ETF SEMICONDUCTR ETF 92189F676 269 1000 SH SOLE NONE 0 0 1000 Vanguard 500 ETF S&P 500 ETF SHS 922908363 11623 27996 SH SOLE NONE 0 0 27996 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 24172 149063 SH SOLE NONE 0 0 149063 Vanguard ESG US Stock ETF ESG US STK ETF 921910733 679 8379 SH SOLE NONE 0 0 8379 Vanguard FTSE Developed Markets ETF FTSE DEV MKT ETF 921943858 1217 25345 SH SOLE NONE 0 0 25345 Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858 2142 46436 SH SOLE NONE 0 0 46436 Vanguard Growth ETF GROWTH ETF 922908736 14604 50781 SH SOLE NONE 0 0 50781 Vanguard High Dividend Yield ETF HIGH DIV YLD 921946406 3841 34227 SH SOLE NONE 0 0 34227 Vanguard Mid-Cap ETF MID CAP ETF 922908629 3472 14602 SH SOLE NONE 0 0 14602 Vanguard Short-Term Infl-Prot Secs ETF STRM INFPROIDX 922020805 1446 28248 SH SOLE NONE 0 0 28248 Vanguard Small-Cap ETF SMALL CP ETF 922908751 3861 18172 SH SOLE NONE 0 0 18172 Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD 922907746 4805 93225 SH SOLE NONE 0 0 93225 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 9282 116707 SH SOLE NONE 0 0 116707 Vanguard Total International Stock ETF VG TL INTL STK F 921909768 14623 244787 SH SOLE NONE 0 0 244787 Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 34149 149995 SH SOLE NONE 0 0 149995 Vanguard Value ETF VALUE ETF 922908744 37094 251010 SH SOLE NONE 0 0 251010