Tobias Financial Advisors

Tobias Financial Advisors as of March 31, 2023

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 86 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 12.9 $44M 573k 76.49
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 6.5 $22M 232k 94.89
Vanguard Index Fds Growth Etf (VUG) 5.7 $20M 78k 249.44
Ishares Tr Msci Intl Qualty (IQLT) 5.4 $19M 526k 35.30
Spdr Ser Tr Portfolio Agrgte (SPAB) 5.2 $18M 688k 25.79
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.0 $14M 103k 132.01
Ishares Tr Pfd And Incm Sec (PFF) 4.0 $14M 434k 31.22
Ishares Tr Gl Clean Ene Etf (ICLN) 3.7 $13M 630k 19.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.5 $12M 162k 73.83
Wisdomtree Tr Us Largecap Divd (DLN) 3.4 $12M 188k 61.86
Wisdomtree Tr Intl Equity Fd (DWM) 2.9 $9.9M 198k 49.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $9.2M 74k 124.06
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.3 $8.0M 239k 33.48
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $7.2M 29k 244.33
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $6.5M 62k 104.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $6.3M 157k 40.40
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.6 $5.5M 213k 25.73
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $5.3M 95k 55.36
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $5.2M 38k 137.02
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.5 $5.0M 68k 73.68
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $4.9M 44k 109.94
Ishares Tr Rus 2000 Grw Etf (IWO) 1.4 $4.7M 21k 226.82
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.3 $4.5M 97k 46.28
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $4.4M 112k 39.46
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $4.3M 68k 63.89
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.2 $4.2M 137k 30.97
Ishares U S Etf Tr Blackrock Short (MEAR) 1.2 $4.2M 84k 49.96
Dimensional Etf Trust Internatnal Val (DFIV) 1.2 $4.2M 129k 32.23
Ishares Tr National Mun Etf (MUB) 1.0 $3.5M 33k 107.74
Apple (AAPL) 0.9 $3.1M 19k 164.90
Vanguard Index Fds Value Etf (VTV) 0.9 $2.9M 21k 138.11
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $2.6M 17k 151.76
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $2.4M 16k 154.01
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.7 $2.4M 64k 38.00
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $2.4M 24k 99.64
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $2.3M 68k 34.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.8M 12k 152.25
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.7M 24k 71.52
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.6M 22k 73.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $1.6M 10k 158.75
Ishares Core Msci Emkt (IEMG) 0.4 $1.4M 28k 48.79
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.4 $1.4M 21k 64.99
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.3M 24k 53.47
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $1.2M 13k 93.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 24k 45.17
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $1.0M 21k 50.32
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.0M 21k 48.53
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $966k 15k 63.59
Amazon (AMZN) 0.3 $945k 9.2k 103.29
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $944k 7.8k 120.50
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $897k 22k 40.72
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $895k 20k 44.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $848k 14k 59.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $731k 6.9k 105.50
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $645k 4.4k 146.70
Johnson & Johnson (JNJ) 0.2 $642k 4.1k 154.99
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $621k 8.6k 72.08
Alps Etf Tr Clean Energy (ACES) 0.2 $583k 13k 46.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $544k 5.0k 109.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $540k 2.5k 216.41
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $525k 21k 24.57
Microsoft Corporation (MSFT) 0.1 $488k 1.7k 288.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $409k 5.4k 76.18
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $395k 16k 24.21
Simon Property (SPG) 0.1 $368k 3.3k 111.98
Visa Com Cl A (V) 0.1 $355k 1.6k 225.46
Aldeyra Therapeutics (ALDX) 0.1 $339k 34k 9.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $288k 2.8k 103.73
Kimco Realty Corporation (KIM) 0.1 $273k 14k 19.53
Ishares Tr Core Msci Eafe (IEFA) 0.1 $272k 4.1k 66.85
Tesla Motors (TSLA) 0.1 $256k 1.2k 207.46
Spdr Gold Tr Gold Shs (GLD) 0.1 $253k 1.4k 183.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $246k 798.00 308.77
Nextera Energy (NEE) 0.1 $243k 3.2k 77.09
Manhattan Bridge Capital (LOAN) 0.1 $234k 45k 5.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $232k 4.0k 58.54
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $212k 4.2k 50.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $207k 1.0k 204.14
NVIDIA Corporation (NVDA) 0.1 $203k 731.00 277.87
Empire St Rlty Tr Cl A (ESRT) 0.0 $92k 14k 6.49
Mesoblast Spons Adr 0.0 $66k 20k 3.29
Electrocore Com New (ECOR) 0.0 $56k 10k 5.50
Glycomimetics (GLYC) 0.0 $19k 15k 1.26
Boxed 0.0 $9.5k 50k 0.19
Bed Bath & Beyond 0.0 $6.4k 15k 0.43
Pavmed 0.0 $3.7k 10k 0.37