Baron Financial Group, LLC Portfolio Holdings by Sector

Baron Financial Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IWM VTIP QQQ EFA GLD CWB IWR 36 stocks	$158,094 92.95% of portfolio	11	23	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$4,793 2.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,850 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,172 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$907 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$812 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$716 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC 1 stocks	$436 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$314 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$261 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$242 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$236 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$200 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy BTEGF 1 stocks	$49 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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