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 QQQ VTIP EFA GLD CWB IWR 44 stocks	$169,352 92.04% of portfolio	17	26	7	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$5,348 2.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,076 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,965 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$923 0.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services C JPM 2 stocks	$819 0.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$789 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$785 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$627 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts

Asset Management \| Financial Services ARCC 1 stocks	$524 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$306 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$269 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$212 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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