0001606587-22-002101.txt : 20221102 0001606587-22-002101.hdr.sgml : 20221102 20221102095541 ACCESSION NUMBER: 0001606587-22-002101 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221102 DATE AS OF CHANGE: 20221102 EFFECTIVENESS DATE: 20221102 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: 221352610 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 09-30-2022 09-30-2022 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 11-02-2022 0 103 367277 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Abbott Laboratories COM 002824100 596 778 SH SOLE NONE 0 0 0 Allstate Corp COM 020002101 1052 680 SH SOLE NONE 0 0 0 Alphabet Inc A CAP STK CL A 02079K305 913 11000 SH SOLE NONE 0 0 0 Alphabet Inc C CAP STK CL C 02079K107 261 9503 SH SOLE NONE 0 0 0 Amazon.com Inc COM 023135106 62 10497 SH SOLE NONE 0 0 0 Appian Corp Cl A CL A 03782L101 6223 14 SH SOLE NONE 0 0 0 Apple Inc COM 037833100 336 45032 SH SOLE NONE 0 0 0 Becton, Dickinson and Co COM 075887109 625 39 SH SOLE NONE 0 0 0 Brighthouse Finl Inc Com COM 10922N103 333 24 SH SOLE NONE 0 0 0 Charles Schwab Corp COM 808513105 215 18 SH SOLE NONE 0 0 0 Cintas Corp COM 172908105 204 60 SH SOLE NONE 0 0 0 CME Group Inc Class A COM 12572Q105 238 327 SH SOLE NONE 0 0 0 Corteva Inc com COM 22052L104 313 284 SH SOLE NONE 0 0 0 D.R. Horton Inc COM 23331A109 398 100 SH SOLE NONE 0 0 0 Edwards Lifesciences Corp COM 28176E108 284 912 SH SOLE NONE 0 0 0 Ford Motor Co COM 345370860 524 9455 SH SOLE NONE 0 0 0 Fortinet Inc COM 34959E109 14 10681 SH SOLE NONE 0 0 0 Genuine Parts Co COM 372460105 992 48 SH SOLE NONE 0 0 0 Gilead Sciences Inc COM 375558103 0 16081 SH SOLE NONE 0 0 0 Goldman Sachs ActiveBetaUS LgCp Eq ETF ACTIVEBETA US LG 381430503 205 111 SH SOLE NONE 0 0 0 Hilton Worldwide Holdings Inc COM 43300A203 287 350 SH SOLE NONE 0 0 0 Howmet Aerospace Inc COM 443201108 830 333 SH SOLE NONE 0 0 0 Invesco Preferred ETF PFD ETF 46138E511 359 46 SH SOLE NONE 0 0 0 iShares Broad USD Invm Grd Corp Bd ETF USD INV GRDE ETF 464288620 3985 388 SH SOLE NONE 0 0 0 Ishares Core High Dividend Etf CORE HIGH DV ETF 46429B663 3145 43662 SH SOLE NONE 0 0 0 iShares Core MSCI EAFE CORE MSCI EAFE 46432F842 7325 59725 SH SOLE NONE 0 0 0 iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT 46434G103 4267 170433 SH SOLE NONE 0 0 0 iShares Core MSCI Total Intl Stk ETF CORE MSCI TOTAL 46432F834 30801 83816 SH SOLE NONE 0 0 0 iShares Core SP 500 CORE S&P500 ETF 464287200 16301 85881 SH SOLE NONE 0 0 0 iShares Core SP Mid-Cap CORE S&P MCP ETF 464287507 13383 74347 SH SOLE NONE 0 0 0 iShares Core SP Small-Cap CORE S&P SCP ETF 464287804 7303 153497 SH SOLE NONE 0 0 0 iShares Core SP Total US Stock Mkt ETF CORE S&P TTL STK 464287150 309 91825 SH SOLE NONE 0 0 0 iShares Core SP US Value ETF CORE S&P US VLU 464287663 212 4941 SH SOLE NONE 0 0 0 Ishares Core U S Growth Etf CORE S&P US GWT 464287671 16701 2131 SH SOLE NONE 0 0 0 iShares Core US Aggregate Bond CORE US AGGBD ET 464287226 14657 173355 SH SOLE NONE 0 0 0 iShares Edge MSCI Min Vol Global MSCI GBL MIN VOL 464286525 18398 165508 SH SOLE NONE 0 0 0 iShares Edge MSCI Min Vol USA MSCI USA MIN VOL 46429B697 208 278340 SH SOLE NONE 0 0 0 iShares ESG Aware MSCI USA ETF ESG AWR MSCI USA 46435G425 2745 2626 SH SOLE NONE 0 0 0 iShares Exponential Technologies EXPONENTIAL TECH 46434V381 3 61593 SH SOLE NONE 0 0 0 iShares MSCI EAFE MSCI EAFE ETF 464287465 201 435 SH SOLE NONE 0 0 0 iShares MSCI EAFE Min Vol Factor ETF MSCI EAFE MIN VL 46429B689 258 3542 SH SOLE NONE 0 0 0 iShares Nasdaq Biotechnology ISHARES BIOTECH 464287556 11704 366 SH SOLE NONE 0 0 0 iShares National Muni Bond ETF NATIONAL MUN ETF 464288414 383 114099 SH SOLE NONE 0 0 0 iShares PreferredIncome Securities ETF PFD AND INCM SEC 464288687 115 12120 SH SOLE NONE 0 0 0 iShares Russell 1000 RUS 1000 ETF 464287622 30382 583 SH SOLE NONE 0 0 0 iShares Russell 1000 Growth RUS 1000 GRW ETF 464287614 1248 144405 SH SOLE NONE 0 0 0 iShares Russell 1000 Value RUS 1000 VAL ETF 464287598 244 9179 SH SOLE NONE 0 0 0 iShares SP Mid-Cap 400 Growth S&P MC 400GR ETF 464287606 217 1036 SH SOLE NONE 0 0 0 iShares Short Treasury Bond SHORT TREAS BD 464288679 1011 64 SH SOLE NONE 0 0 0 iShares TIPS Bond TIPS BD ETF 464287176 364 178 SH SOLE NONE 0 0 0 iShares U.S. Equity Factor ETF U S EQUITY FACTR 46434V282 22 10072 SH SOLE NONE 0 0 0 JetBlue Airways Corp COM 477143101 858 340 SH SOLE NONE 0 0 0 Johnson Controls International PLC SHS G51502105 333 1867 SH SOLE NONE 0 0 0 JPMorgan Chase Co COM 46625H100 850 3187 SH SOLE NONE 0 0 0 JPMorgan Equity Premium Income ETF EQUITY PREMIUM 46641Q332 96 16602 SH SOLE NONE 0 0 0 MATCH GROUP ORD COM 57667L107 496 37 SH SOLE NONE 0 0 0 MercadoLibre Inc COM 58733R102 456 15 SH SOLE NONE 0 0 0 Merck Co Inc COM 58933Y105 595 5300 SH SOLE NONE 0 0 0 Micron Technology Inc COM 595112103 2942 124 SH SOLE NONE 0 0 0 Microsoft Corp COM 594918104 0 12634 SH SOLE NONE 0 0 0 Newtek Business Services Corp COM NEW 652526203 1357 200 SH SOLE NONE 0 0 0 Nextera Energy Inc COM 65339F101 1 17314 SH SOLE NONE 0 0 0 Pentair PLC SHS G7S00T104 568 41 SH SOLE NONE 0 0 0 PepsiCo Inc COM 713448108 643 3485 SH SOLE NONE 0 0 0 Pfizer Inc COM 717081103 173 14704 SH SOLE NONE 0 0 0 Precigen Inc COM 74017N105 400 3800 SH SOLE NONE 0 0 0 PTC Inc COM 69370C100 231 1 SH SOLE NONE 0 0 0 Ranger Oil Corp CLASS A COM 70788V102 277 9 SH SOLE NONE 0 0 0 SPDR Dow Jones Industrial Average ETF UT SER 1 78467X109 221 131 SH SOLE NONE 0 0 0 SPDR Portfolio SP 400 Mid Cap ETF PORTFOLIO S&P400 78464A847 1318 2193 SH SOLE NONE 0 0 0 TE Connectivity Ltd SHS H84989104 1121 201 SH SOLE NONE 0 0 0 Technology Select Sector SPDR ETF TECHNOLOGY 81369Y803 723 9445 SH SOLE NONE 0 0 0 Teva Pharmaceutical Industries Ltd ADR SPONSORED ADS 881624209 254 1000 SH SOLE NONE 0 0 0 The Hershey Co COM 427866108 415 102 SH SOLE NONE 0 0 0 Toyota Motor Corporation Ads ADS 892331307 291 815 SH SOLE NONE 0 0 0 VanEck Semiconductor ETF SEMICONDUCTR ETF 92189F676 8174 1000 SH SOLE NONE 0 0 0 Vanguard 500 ETF S&P 500 ETF SHS 922908363 20748 24899 SH SOLE NONE 0 0 0 Vanguard Dividend Appreciation ETF DIV APP ETF 921908844 327 153513 SH SOLE NONE 0 0 0 Vanguard Financials ETF FINANCIALS ETF 92204A405 931 670 SH SOLE NONE 0 0 0 Vanguard FTSE All-World ex-US ETF ALLWRLD EX US 922042775 1103 21001 SH SOLE NONE 0 0 0 Vanguard FTSE Developed Markets ETF VAN FTSE DEV MKT 921943858 1157 30349 SH SOLE NONE 0 0 0 Vanguard FTSE Emerging Markets ETF FTSE EMR MKT ETF 922042858 11312 31708 SH SOLE NONE 0 0 0 Vanguard Growth ETF GROWTH ETF 922908736 7079 52872 SH SOLE NONE 0 0 0 Vanguard High Dividend Yield ETF HIGH DIV YLD 921946406 6 74611 SH SOLE NONE 0 0 0 Vanguard Intermediate-Term Bond ETF INTERMED TERM 921937819 260 94 SH SOLE NONE 0 0 0 Vanguard Large-Cap ETF LARGE CAP ETF 922908637 2530 65 SH SOLE NONE 0 0 0 Vanguard Mid-Cap ETF MID CAP ETF 922908629 24 13462 SH SOLE NONE 0 0 0 Vanguard Mid-Cap Value ETF MCAP VL IDXVIP 922908512 252 28 SH SOLE NONE 0 0 0 Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD 92206C409 1825 132 SH SOLE NONE 0 0 0 Vanguard Short-Term Infl-Prot Secs ETF STRM INFPROIDX 922020805 131 37937 SH SOLE NONE 0 0 0 Vanguard Short-Term Treasury ETF SHORT TERM TREAS 92206C102 2750 2269 SH SOLE NONE 0 0 0 Vanguard Small-Cap ETF SMALL CP ETF 922908751 11652 16095 SH SOLE NONE 0 0 0 Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD 922907746 8529 242063 SH SOLE NONE 0 0 0 Vanguard Total Bond Market ETF TOTAL BND MRKT 921937835 11222 119582 SH SOLE NONE 0 0 0 Vanguard Total International Stock ETF VG TL INTL STK F 921909768 27608 245191 SH SOLE NONE 0 0 0 Vanguard Total Stock Market ETF TOTAL STK MKT 922908769 23 153834 SH SOLE NONE 0 0 0 Vanguard Total World Stock ETF TT WRLD ST ETF 922042742 599 295 SH SOLE NONE 0 0 0 Vanguard Utilities ETF UTILITIES ETF 92204A876 31711 60 SH SOLE NONE 0 0 0 Vanguard Value ETF VALUE ETF 922908744 0 256816 SH SOLE NONE 0 0 0 Veritiv Corp COM 923454102 275 9 SH SOLE NONE 0 0 0 Virtus Investment Partners Inc COM 92828Q109 437 13 SH SOLE NONE 0 0 0 Walgreen Boots Alliance Inc Com COM 931427108 289 219 SH SOLE NONE 0 0 0 Wal-Mart Stores Inc COM 931142103 548 2230 SH SOLE NONE 0 0 0