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 37 stocks	$168,352 92.59% of portfolio	15	18	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$5,304 2.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,968 1.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,889 1.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$945 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$750 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$749 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC BX 2 stocks	$747 0.41% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$303 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$272 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$257 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$248 0.14% of portfolio	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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