Carrie Prusa

@Baron Silver Stevens Financial Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$589.248M

Total holdings127

Assets growth rate2.88%

Assets growth rate (2-Q avg)5.74%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Silver Stevens Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Baron Silver Stevens Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 589.248M in assets, with a quarterly growth rate of 2.88% and a 2-quarter average growth rate of 5.74%. The portfolio is managed by Carrie Prusa, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corp Recent Activity Increased 1.21%	0.95%	$5.546M 13,158 shares@ $421.49 avg price	Increased 1.21%
IEFAIshares Tr Recent Activity Increased 5.24%	0.87%	$5.079M 72,268 shares@ $70.28 avg price	Increased 5.24%
SCHDSchwab Strategic Tr Recent Activity Increased 209.88%	0.86%	$5.065M 185,393 shares@ $27.33 avg price	Increased 209.88%
VBVanguard Index Fds Recent Activity Increased 0.28%	0.8%	$4.67M 19,437 shares@ $240.28 avg price	Increased 0.28%
VOVanguard Index Fds Recent Activity Increased 0.4%	0.62%	$3.641M 13,785 shares@ $264.13 avg price	Increased 0.4%
HDVIshares Tr Recent Activity Increased 2.1%	0.59%	$3.457M 30,797 shares@ $112.27 avg price	Increased 2.1%
VFMFVanguard Wellington Fd Recent Activity Increased 11.06%	0.54%	$3.132M 23,984 shares@ $130.59 avg price	Increased 11.06%
XTIshares Tr Recent Activity Increased 0.3%	0.51%	$2.952M 49,485 shares@ $59.66 avg price	Increased 0.3%
DFAUDimensional Etf Trust Recent Activity Increased 38.97%	0.45%	$2.647M 65,375 shares@ $40.5 avg price	Increased 38.97%
VLUEIshares Tr Recent Activity Increased 0.07%	0.42%	$2.443M 23,133 shares@ $105.61 avg price	Increased 0.07%