Tobias Financial Advisors

Latest statistics and disclosures from Tobias Financial Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Tobias Financial Advisors

Companies in the Tobias Financial Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR Barclays Capital Aggregate Bo (LAG) 27.95 1.28M +6% 30.22
Vanguard Growth ETF (VUG) 8.88 78429 156.69
Ishares Msci Usa Quality Facto invalid 6.66 113667 +66371% 81.04
Ishares Tr Exponential Technologies Etf 5.12 198852 +4% 35.61
WisdomTree LargeCap Dividend Fund (DLN) 4.91 83941 +3% 80.94
WisdomTree DEFA (DWM) 4.35 152312 +4% 39.49
iShares Russell 1000 Value Index (IWD) 2.89 40304 99.17
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.59 41300 NEW 86.66
iShares Russell 1000 Growth Index (IWF) 2.54 23280 -3% 150.64
Vanguard Emerging Markets ETF (VWO) 2.41 99480 +9% 33.55
ISHARES TR MSCI Small Cap msci small cap 2.39 73849 +2% 44.83
Vanguard Europe Pacific ETF (VEA) 2.21 91676 -4% 33.33
iShares Lehman Aggregate Bond (AGG) 2.12 25461 -52% 115.35
iShares Russell 2000 Growth Index (IWO) 2.01 17566 +6% 158.15
iShares S&P; SmallCap 600 Growth (IJT) 1.94 19465 +3% 137.89
iShares Russell 2000 Value Index (IWN) 1.92 32289 +12% 82.04
Vanguard FTSE All-World ex-US ETF (VEU) 1.57 52815 -3% 41.01
Vanguard Dividend Appreciation ETF (VIG) 1.30 17418 103.40
Apple (AAPL) 1.22 6620 254.23
SPDR DJ Wilshire Large Cap Value (SPYV) 1.01 53891 +16% 25.85
Ishares Tr intl dev ql fc 0.94 50551 NEW 25.86
iShares S&P; SmallCap 600 Value Idx (IJS) 0.91 12658 +14% 99.94
iShares S&P; 500 Growth Index (IVW) 0.90 7505 -2% 165.09
iShares MSCI EAFE Index Fund (EFA) 0.83 21553 53.45
Invesco Dynamic Large etf - e 0.82 26071 +12% 43.77
iShares S&P; 500 Value Index (IVE) 0.81 11591 -3% 96.28
Vanguard Whitehall Fds Inc intl dvd etf 0.80 18984 +6% 58.31
SPDR S&P; International Small Cap (GWX) 0.68 41123 -5% 22.76
Vanguard Value ETF (VTV) 0.58 9016 +6% 89.06
Amazon (AMZN) 0.58 411 +23% 1948.91
SPDR S&P; Emerging Markets (GMM) 0.51 24651 +5% 28.48
iShares MSCI EAFE Value Index (EFV) 0.50 19397 +55% 35.68
SPDR DJ Wilshire Small Cap Value (SLYV) 0.48 16152 +4% 40.86
Vanguard High Dividend Yield ETF (VYM) 0.45 8780 70.73
Pepsi (PEP) 0.43 4907 120.03
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.41 15814 +11% 35.73
iShares MSCI Emerging Markets Indx (EEM) 0.36 14714 +2% 34.12
Ishares U S Etf Tr shr mat mu etf 0.33 9057 -47% 49.80
iShares S&P; Growth Allocation Fund (AOR) 0.28 9236 41.36
J P Morgan Exchange Traded F ultra shrt 0.23 6452 -48% 49.60
Nextera Energy Inc C om 0.22 1273 240.38
Microsoft Corporation (MSFT) 0.21 1838 -19% 157.78
Assurant (AIZ) 0.20 2592 +224% 104.17
Ishares Tr s^p aggr all 0.18 5209 -38% 47.42
Visa (V) 0.17 1485 160.94
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.17 16305 14.04
SPDR S&P; World ex-US (GWL) 0.16 9237 -2% 23.93
Spdr Ser Tr sp500 high div 0.16 8829 +8% 24.58
Nuveen Select Maturities Mun Fund (NIM) 0.14 19975 -19% 9.76
Western Asset Municipal Hgh Incm Fnd (MHF) 0.13 25392 7.09
Empire St Rlty Tr Inc cl a 0.09 14188 8.95
Mesoblast Ltd- Spon 0.08 26000 4.38
Athersys (ATHX) 0.08 34544 +115% 3.01
Aldeyra Therapeutics 0.06 34173 NEW 2.46
DURECT Corporation (DRRX) 0.05 48981 1.55
Electrocore Inc 0.05 70053 +169% 0.96
Gamco Global Gold Natural Reso 0.04 21237 2.73
Trevena 0.01 22700 0.57

Past Filings by Tobias Financial Advisors

View past SEC 13F filings by Tobias Financial Advisors

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