Tobias Financial Advisors
Latest statistics and disclosures from Tobias Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPAB, VUG, VMBS, LDUR, IQLT, and represent 39.58% of Tobias Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPAB (+$35M), VUG (+$22M), VMBS (+$22M), LDUR (+$21M), IQLT (+$15M), DLN (+$14M), ICLN (+$13M), QUAL (+$11M), EEM (+$8.3M), AGG (+$7.5M).
- Started 66 new stock positions in IWF, ALDX, IVE, VEA, IQLT, VYNE, IWO, TQQQ, IEMG, IWN.
- Reduced shares in these 10 stocks: PG (-$49M), DE (-$48M), , PEP (-$46M), WELL (-$45M), , PFE (-$40M), AAPL (-$39M), USB (-$37M), MDLZ (-$36M).
- Sold out of its positions in ABT, GOOG, BK, BRK.A, BRK.B, BWA, BAM, CME, CNA, CPT.
- Tobias Financial Advisors was a net seller of stock by $-981M.
- Tobias Financial Advisors has $290M in assets under management (AUM), dropping by -77.22%.
- Central Index Key (CIK): 0001802080
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Portfolio Holdings for Tobias Financial Advisors
Companies in the Tobias Financial Advisors portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Portfolio Agrgte (SPAB) | 12.1 | $35M | NEW | 1.3M | 27.79 | |
Vanguard Index Fds Growth Etf (VUG) | 7.6 | $22M | NEW | 76k | 287.61 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.5 | $22M | NEW | 436k | 50.10 | |
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 7.3 | $21M | NEW | 217k | 97.53 | |
Ishares Tr Msci Intl Qualty (IQLT) | 5.1 | $15M | NEW | 403k | 36.87 | |
Wisdomtree Tr Us Largecap Divd (DLN) | 4.8 | $14M | NEW | 214k | 65.72 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 4.4 | $13M | NEW | 588k | 21.52 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.9 | $11M | NEW | 84k | 134.63 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 2.8 | $8.3M | NEW | 183k | 45.15 | |
Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $7.5M | NEW | 70k | 107.11 | |
Wisdomtree Tr Intl Equity Fd (DWM) | 2.6 | $7.5M | NEW | 141k | 52.75 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.5 | $7.2M | NEW | 109k | 66.21 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.3 | $6.6M | +407% | 143k | 46.13 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 2.2 | $6.4M | NEW | 234k | 27.52 | |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.2 | $6.4M | NEW | 81k | 79.05 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 2.0 | $5.8M | NEW | 36k | 161.41 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $5.6M | NEW | 20k | 277.65 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 1.9 | $5.4M | NEW | 306k | 17.64 | |
Ishares Tr S&P SML 600 GWT (IJT) | 1.7 | $4.9M | NEW | 39k | 125.10 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 1.4 | $4.1M | NEW | 16k | 255.73 | |
Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 1.4 | $4.1M | NEW | 118k | 35.16 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $3.3M | NEW | 45k | 73.61 | |
Apple (AAPL) | 1.1 | $3.3M | -92% | 19k | 174.60 | |
Ishares Tr Eafe Value Etf (EFV) | 1.1 | $3.1M | NEW | 61k | 50.25 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $2.6M | NEW | 66k | 38.65 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $2.5M | -34% | 16k | 162.17 | |
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.8 | $2.4M | NEW | 48k | 49.75 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.8 | $2.3M | NEW | 52k | 43.95 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $2.3M | NEW | 15k | 155.71 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.7 | $2.0M | NEW | 40k | 50.27 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $2.0M | NEW | 26k | 76.37 | |
Amazon (AMZN) | 0.6 | $1.8M | -81% | 555.00 | 3259.46 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.6 | $1.8M | NEW | 37k | 48.02 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.8M | NEW | 10k | 175.94 | |
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) | 0.6 | $1.7M | NEW | 24k | 72.25 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $1.6M | NEW | 20k | 82.87 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.6M | NEW | 9.4k | 165.96 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $1.5M | -41% | 27k | 57.60 | |
Ishares Core Msci Emkt (IEMG) | 0.5 | $1.4M | NEW | 26k | 55.54 | |
J P Morgan Exchange-traded F Short Dura Core (JSCP) | 0.5 | $1.4M | NEW | 29k | 47.80 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.5 | $1.4M | NEW | 17k | 83.84 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $1.3M | NEW | 13k | 102.43 | |
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $1.3M | NEW | 19k | 66.34 | |
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $1.1M | NEW | 8.0k | 141.21 | |
Johnson & Johnson (JNJ) | 0.4 | $1.1M | -96% | 6.1k | 177.24 | |
Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.0M | NEW | 6.9k | 147.71 | |
Ishares Tr Aggres Alloc Etf (AOA) | 0.3 | $940k | NEW | 14k | 68.94 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $931k | -71% | 22k | 41.73 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $880k | -80% | 7.8k | 112.26 | |
Assurant (AIZ) | 0.3 | $746k | NEW | 4.1k | 181.73 | |
Alps Etf Tr Clean Energy (ACES) | 0.3 | $743k | NEW | 12k | 63.34 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $663k | NEW | 4.4k | 150.75 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $490k | NEW | 5.9k | 83.33 | |
Tesla Motors (TSLA) | 0.1 | $392k | NEW | 364.00 | 1076.92 | |
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $386k | NEW | 2.1k | 186.02 | |
Nextera Energy (NEE) | 0.1 | $381k | NEW | 4.5k | 84.76 | |
Microsoft Corporation (MSFT) | 0.1 | $369k | -92% | 1.2k | 308.01 | |
NVIDIA Corporation (NVDA) | 0.1 | $356k | NEW | 1.3k | 273.01 | |
Visa Com Cl A (V) | 0.1 | $325k | NEW | 1.5k | 221.69 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $311k | NEW | 12k | 25.50 | |
Ishares Tr Us Trsprtion (IYT) | 0.1 | $302k | NEW | 1.1k | 269.64 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $278k | -98% | 100.00 | 2780.00 | |
Baxter International (BAX) | 0.1 | $247k | NEW | 3.2k | 77.60 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $235k | NEW | 4.0k | 58.20 | |
Netflix (NFLX) | 0.1 | $228k | NEW | 609.00 | 374.38 | |
Aldeyra Therapeutics (ALDX) | 0.1 | $152k | NEW | 34k | 4.45 | |
Empire St Rlty Tr Cl A (ESRT) | 0.0 | $139k | NEW | 14k | 9.80 | |
Electrocore (ECOR) | 0.0 | $90k | NEW | 153k | 0.59 | |
Mesoblast Spons Adr (MESO) | 0.0 | $84k | NEW | 20k | 4.20 | |
Athersys (ATHX) | 0.0 | $36k | NEW | 60k | 0.60 | |
DURECT Corporation (DRRX) | 0.0 | $33k | NEW | 49k | 0.67 | |
Trevena (TRVN) | 0.0 | $22k | NEW | 40k | 0.55 | |
Pavmed (PAVM) | 0.0 | $13k | NEW | 10k | 1.30 | |
Vyne Therapeutics (VYNE) | 0.0 | $7.0k | NEW | 11k | 0.64 | |
Therapeuticsmd (TXMD) | 0.0 | $6.0k | NEW | 16k | 0.38 | |
Greenlane Hldgs Cl A (GNLN) | 0.0 | $6.0k | NEW | 10k | 0.60 |
Past Filings by Tobias Financial Advisors
SEC 13F filings are viewable for Tobias Financial Advisors going back to 2019
- Tobias Financial Advisors 2022 Q1 filed May 9, 2022
- Tobias Financial Advisors 2021 Q4 filed Feb. 9, 2022
- Tobias Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Tobias Financial Advisors 2021 Q2 filed Aug. 12, 2021
- Tobias Financial Advisors 2021 Q1 filed May 7, 2021
- Tobias Financial Advisors 2020 Q4 filed Feb. 12, 2021
- Tobias Financial Advisors 2020 Q3 filed Nov. 5, 2020
- Tobias Financial Advisors 2020 Q2 filed Nov. 5, 2020
- Tobias Financial Advisors 2020 Q1 filed May 13, 2020
- Tobias Financial Advisors 2019 Q4 filed Feb. 4, 2020