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 CWB EFA GLD VNQ 38 stocks	$149,918 92.94% of portfolio	15	21	2	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$4,116 2.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,821 1.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,728 1.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$780 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$736 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$717 0.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC BX 2 stocks	$641 0.4% of portfolio	2	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$317 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$249 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$232 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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