0001606587-22-001466.txt : 20220726 0001606587-22-001466.hdr.sgml : 20220726 20220726125131 ACCESSION NUMBER: 0001606587-22-001466 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220726 DATE AS OF CHANGE: 20220726 EFFECTIVENESS DATE: 20220726 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: 221105982 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 06-30-2022 06-30-2022 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 07-26-2022 0 104 386654 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Abbott Laboratories COM 002824100 210 1941 SH SOLE NONE 0 0 0 AbbVie Inc COM 00287Y109 684 4467 SH SOLE NONE 0 0 0 Adobe Systems Inc COM 00724F101 307 839 SH SOLE NONE 0 0 0 Alphabet Inc A CAP STK CL A 02079K305 1290 592 SH SOLE NONE 0 0 0 Alphabet Inc C CAP STK CL C 02079K107 1220 558 SH SOLE NONE 0 0 0 Altria Group Inc COM 02209S103 258 6187 SH SOLE NONE 0 0 0 Amazon.com Inc COM 023135106 1357 12779 SH SOLE NONE 0 0 0 American Water Works Co Inc COM 030420103 206 1387 SH SOLE NONE 0 0 0 Apple Inc COM 037833100 6906 50517 SH SOLE NONE 0 0 0 Applied Materials Inc COM 038222105 387 4261 SH SOLE NONE 0 0 0 Berkshire Hathaway Inc B CL B NEW 084670702 673 2467 SH SOLE NONE 0 0 0 Bristol-Myers Squibb Company COM 110122108 333 4333 SH SOLE NONE 0 0 0 Chevron Corp COM 166764100 431 2978 SH SOLE NONE 0 0 0 Cisco Systems Inc COM 17275R102 240 5634 SH SOLE NONE 0 0 0 Coca-Cola Co COM 191216100 392 6236 SH SOLE NONE 0 0 0 Comcast Corp Class A CL A 20030N101 436 11119 SH SOLE NONE 0 0 0 Costco Wholesale Corp COM 22160K105 318 664 SH SOLE NONE 0 0 0 Danaher Corp COM 235851102 509 2008 SH SOLE NONE 0 0 0 Duke Energy Corp COM NEW 26441C204 324 3030 SH SOLE NONE 0 0 0 Eli Lilly and Co COM 532457108 336 1037 SH SOLE NONE 0 0 0 Exxon Mobil Corp COM 30231G102 238 2781 SH SOLE NONE 0 0 0 Ford Motor Co COM 345370860 122 11014 SH SOLE NONE 0 0 0 Fortinet Inc COM 34959E109 604 10681 SH SOLE NONE 0 0 0 Gilead Sciences Inc COM 375558103 1000 16184 SH SOLE NONE 0 0 0 Goldman Sachs Group Inc COM 38141G104 237 800 SH SOLE NONE 0 0 0 Honeywell International Inc COM 438516106 364 2094 SH SOLE NONE 0 0 0 HubSpot Inc COM 443573100 696 2316 SH SOLE NONE 0 0 0 Intuitive Surgical Inc COM NEW 46120E602 263 1311 SH SOLE NONE 0 0 0 Invesco Preferred ETF PFD ETF 46138E511 435 35256 SH SOLE NONE 0 0 0 Invesco QQQ Trust UNIT SER 1 46090E103 385 1376 SH SOLE NONE 0 0 0 Ishares Core High Dividend Etf CORE HIGH DV ETF 46429B663 4592 45725 SH SOLE NONE 0 0 0 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 3967 67413 SH SOLE NONE 0 0 0 iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103 8780 178983 SH SOLE NONE 0 0 0 iShares Core MSCI Total Intl Stk ETF CORE MSCI TOTAL 46432F834 4069 71360 SH SOLE NONE 0 0 0 iShares Core SP 500 CORE S&P500 ETF 464287200 32592 85961 SH SOLE NONE 0 0 0 iShares Core SP Mid-Cap CORE S&P MCP ETF 464287507 16637 73541 SH SOLE NONE 0 0 0 iShares Core SP Small-Cap CORE S&P SCP ETF 464287804 14023 151756 SH SOLE NONE 0 0 0 iShares Core SP Total US Stock Mkt ETF CORE S&P TTL STK 464287150 7250 86542 SH SOLE NONE 0 0 0 iShares Core SP US Value ETF CORE S&P US VLU 464287663 226 3384 SH SOLE NONE 0 0 0 iShares Core Total USD Bond Market ETF CORE TOTAL USD 46434V613 618 13210 SH SOLE NONE 0 0 0 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 18120 178211 SH SOLE NONE 0 0 0 iShares Edge MSCI Min Vol Global MSCI GBL MIN VOL 464286525 15507 164103 SH SOLE NONE 0 0 0 iShares Edge MSCI Min Vol USA MSCI USA MIN VOL 46429B697 19858 282844 SH SOLE NONE 0 0 0 iShares ESG Aware MSCI USA ETF ESG AWR MSCI USA 46435G425 318 3800 SH SOLE NONE 0 0 0 iShares Exponential Technologies EXPONENTIAL TECH 46434V381 2864 59766 SH SOLE NONE 0 0 0 iShares MSCI EAFE Min Vol Factor ETF MSCI EAFE MIN VL 46429B689 231 3660 SH SOLE NONE 0 0 0 iShares MSCI Emerg Mkts Min Vol Fctr ETF MSCI EMERG MRKT 464286533 407 7355 SH SOLE NONE 0 0 0 iShares National Muni Bond ETF NATIONAL MUN ETF 464288414 11105 104415 SH SOLE NONE 0 0 0 iShares Russell 1000 RUS 1000 ETF 464287622 212 1021 SH SOLE NONE 0 0 0 iShares Russell 1000 Growth RUS 1000 GRW ETF 464287614 30951 141526 SH SOLE NONE 0 0 0 iShares Russell 1000 Value RUS 1000 VAL ETF 464287598 1440 9938 SH SOLE NONE 0 0 0 iShares Russell 2000 RUSSELL 2000 ETF 464287655 326 1925 SH SOLE NONE 0 0 0 iShares SP Mid-Cap 400 Value ETF S&P MC 400VL ETF 464287705 228 2420 SH SOLE NONE 0 0 0 iShares U.S. Equity Factor ETF U S EQUITY FACTR 46434V282 414 10942 SH SOLE NONE 0 0 0 Johnson Johnson COM 478160104 1079 6082 SH SOLE NONE 0 0 0 JPMorgan Chase Co COM 46625H100 480 4265 SH SOLE NONE 0 0 0 JPMorgan Equity Premium Income ETF EQUITY PREMIUM 46641Q332 228 4122 SH SOLE NONE 0 0 0 Mastercard Inc A CL A 57636Q104 242 770 SH SOLE NONE 0 0 0 McDonalds Corp COM 580135101 641 2600 SH SOLE NONE 0 0 0 Merck Co Inc COM 58933Y105 522 5732 SH SOLE NONE 0 0 0 Meta Platforms Inc Class A CL A 30303M102 825 5120 SH SOLE NONE 0 0 0 Microsoft Corp COM 594918104 3983 15509 SH SOLE NONE 0 0 0 Nextera Energy Inc COM 65339F101 2086 26930 SH SOLE NONE 0 0 0 Northrop Grumman Corp COM 666807102 202 424 SH SOLE NONE 0 0 0 Palo Alto Networks Inc COM 697435105 245 498 SH SOLE NONE 0 0 0 PepsiCo Inc COM 713448108 735 4414 SH SOLE NONE 0 0 0 Pfizer Inc COM 717081103 876 16713 SH SOLE NONE 0 0 0 Philip Morris International Inc COM 718172109 247 2507 SH SOLE NONE 0 0 0 Procter Gamble Co COM 742718109 525 3653 SH SOLE NONE 0 0 0 Raytheon Technologies Ord COM 75513E101 414 4312 SH SOLE NONE 0 0 0 SPDR Gold Shares GOLD SHS 78463V107 266 1580 SH SOLE NONE 0 0 0 SPDR SP 500 ETF TR UNIT 78462F103 1392 3691 SH SOLE NONE 0 0 0 SPglobal Inc Com COM 78409V104 264 786 SH SOLE NONE 0 0 0 Sysco Corp COM 871829107 201 2377 SH SOLE NONE 0 0 0 Technology Select Sector SPDR ETF TECHNOLOGY 81369Y803 1200 9445 SH SOLE NONE 0 0 0 Tesla Motors Inc COM 88160R101 708 1052 SH SOLE NONE 0 0 0 Texas Instruments Inc COM 882508104 487 3170 SH SOLE NONE 0 0 0 The Estee Lauder Companies Inc Class A CL A 518439104 307 1208 SH SOLE NONE 0 0 0 The Home Depot Inc COM 437076102 475 1732 SH SOLE NONE 0 0 0 Trane Technologies PLC SHS G8994E103 288 2219 SH SOLE NONE 0 0 0 Union Pacific Corp COM 907818108 352 1654 SH SOLE NONE 0 0 0 UnitedHealth Group Inc COM 91324P102 404 787 SH SOLE NONE 0 0 0 VanEck Semiconductor ETF SEMICONDUCTR ETF 92189F676 203 1000 SH SOLE NONE 0 0 0 Vanguard 500 ETF S&P 500 ETF SHS 922908363 8623 24859 SH SOLE NONE 0 0 0 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 20914 145772 SH SOLE NONE 0 0 0 Vanguard ESG US Stock ETF ESG US STK ETF 921910733 478 7204 SH SOLE NONE 0 0 0 Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775 214 4300 SH SOLE NONE 0 0 0 Vanguard FTSE Developed Markets ETF VAN FTSE DEV MKT 921943858 1216 29809 SH SOLE NONE 0 0 0 Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858 1339 32163 SH SOLE NONE 0 0 0 Vanguard Growth ETF GROWTH ETF 922908736 11453 51385 SH SOLE NONE 0 0 0 Vanguard High Dividend Yield ETF HIGH DIV YLD 921946406 5915 58162 SH SOLE NONE 0 0 0 Vanguard Mid-Cap ETF MID CAP ETF 922908629 2475 12566 SH SOLE NONE 0 0 0 Vanguard Short-Term Infl-Prot Secs ETF STRM INFPROIDX 922020805 1836 36640 SH SOLE NONE 0 0 0 Vanguard Small-Cap ETF SMALL CP ETF 922908751 2699 15328 SH SOLE NONE 0 0 0 Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD 922907746 9291 186119 SH SOLE NONE 0 0 0 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 7999 106286 SH SOLE NONE 0 0 0 Vanguard Total International Stock ETF VG TL INTL STK F 921909768 12273 237805 SH SOLE NONE 0 0 0 Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 28527 151244 SH SOLE NONE 0 0 0 Vanguard US Multifactor ETF US MULTIFACTOR 921935607 213 2387 SH SOLE NONE 0 0 0 Vanguard Value ETF VALUE ETF 922908744 33474 253824 SH SOLE NONE 0 0 0 Verizon Communications Inc COM 92343V104 409 8068 SH SOLE NONE 0 0 0 Visa Inc Class A COM CL A 92826C839 701 3561 SH SOLE NONE 0 0 0 Wal-Mart Stores Inc COM 931142103 279 2303 SH SOLE NONE 0 0 0 Walt Disney Co COM 254687106 553 5866 SH SOLE NONE 0 0 0