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Tobias Financial Advisors

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

Top 5 stock holdings are LAG, VUG, Ishares Msci Usa Quality Facto invalid, Ishares Tr Exponential Technologies Etf, DLN, and represent 53.53% of Tobias Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: Ishares Msci Usa Quality Facto invalid (+$9.20M), SHY, LAG, Ishares Tr intl dev ql fc, Ishares Tr Exponential Technologies Etf, VWO, IWN, DWM, EFV, SPYV.
Started 3 new stock positions in Ishares Tr intl dev ql fc, Aldeyra Therapeutics, SHY.
Reduced shares in these 10 stocks: , AGG, Ishares U S Etf Tr shr mat mu etf, J P Morgan Exchange Traded F ultra shrt, J P Morgan Exchange Traded F div rtn em eqt, J P Morgan Exchange Traded F div rtn int eq, , Schwab Strategic Tr us dividend eq, VBR, VZ.
Sold out of its positions in T, ABT, Abbvie, ATVI, AMD, AKAM, Alarm Com Hldgs, Alibaba Group Holding Ltd Spon, Alphabet Inc Class C cs, Alphabet Inc Class A cs.
Tobias Financial Advisors was a net buyer of stock by $3.52M.
Tobias Financial Advisors has $138.32M in assets under management (AUM), dropping by -11.49%.

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

Tobias Financial Advisors 2019 Q4 filed Feb. 4, 2020

View all filings

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