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 GLD EFA CWB VNQ 36 stocks	$148,035 93.12% of portfolio	15	19	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$4,399 2.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,704 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,331 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$793 0.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$685 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$684 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC 1 stocks	$433 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL 1 stocks	$327 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$274 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$260 0.16% 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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