Tobias Financial Advisors

Tobias Financial Advisors as of March 31, 2020

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 58 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Barclays Capital Aggregate Bo (SPAB) 28.0 $39M 1.3M 30.22
Vanguard Growth ETF (VUG) 8.9 $12M 78k 156.69
Ishares Msci Usa Quality Facto invalid (QUAL) 6.7 $9.2M 114k 81.04
Ishares Tr Exponential Technologies Etf (XT) 5.1 $7.1M 199k 35.61
WisdomTree LargeCap Dividend Fund (DLN) 4.9 $6.8M 84k 80.94
WisdomTree DEFA (DWM) 4.3 $6.0M 152k 39.49
iShares Russell 1000 Value Index (IWD) 2.9 $4.0M 40k 99.17
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.6 $3.6M 41k 86.66
iShares Russell 1000 Growth Index (IWF) 2.5 $3.5M 23k 150.64
Vanguard Emerging Markets ETF (VWO) 2.4 $3.3M 100k 33.55
ISHARES TR MSCI Small Cap msci small cap (SCZ) 2.4 $3.3M 74k 44.83
Vanguard Europe Pacific ETF (VEA) 2.2 $3.1M 92k 33.33
iShares Lehman Aggregate Bond (AGG) 2.1 $2.9M 26k 115.35
iShares Russell 2000 Growth Index (IWO) 2.0 $2.8M 18k 158.15
iShares S&P SmallCap 600 Growth (IJT) 1.9 $2.7M 20k 137.89
iShares Russell 2000 Value Index (IWN) 1.9 $2.6M 32k 82.04
Vanguard FTSE All-World ex-US ETF (VEU) 1.6 $2.2M 53k 41.01
Vanguard Dividend Appreciation ETF (VIG) 1.3 $1.8M 17k 103.40
Apple (AAPL) 1.2 $1.7M 6.6k 254.23
SPDR DJ Wilshire Large Cap Value (SPYV) 1.0 $1.4M 54k 25.85
Ishares Tr intl dev ql fc (IQLT) 0.9 $1.3M 51k 25.86
iShares S&P SmallCap 600 Value Idx (IJS) 0.9 $1.3M 13k 99.94
iShares S&P 500 Growth Index (IVW) 0.9 $1.2M 7.5k 165.09
iShares MSCI EAFE Index Fund (EFA) 0.8 $1.2M 22k 53.45
Invesco Dynamic Large etf - e (PWB) 0.8 $1.1M 26k 43.77
iShares S&P 500 Value Index (IVE) 0.8 $1.1M 12k 96.28
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 0.8 $1.1M 19k 58.31
SPDR S&P International Small Cap (GWX) 0.7 $936k 41k 22.76
Vanguard Value ETF (VTV) 0.6 $803k 9.0k 89.06
Amazon (AMZN) 0.6 $801k 411.00 1948.91
SPDR S&P Emerging Markets (SPEM) 0.5 $702k 25k 28.48
iShares MSCI EAFE Value Index (EFV) 0.5 $692k 19k 35.68
SPDR DJ Wilshire Small Cap Value (SLYV) 0.5 $660k 16k 40.86
Vanguard High Dividend Yield ETF (VYM) 0.4 $621k 8.8k 70.73
Pepsi (PEP) 0.4 $589k 4.9k 120.03
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.4 $565k 16k 35.73
iShares MSCI Emerging Markets Indx (EEM) 0.4 $502k 15k 34.12
Ishares U S Etf Tr shr mat mu etf (MEAR) 0.3 $451k 9.1k 49.80
iShares S&P Growth Allocation Fund (AOR) 0.3 $382k 9.2k 41.36
J P Morgan Exchange Traded F ultra shrt (JPST) 0.2 $320k 6.5k 49.60
Nextera Energy (NEE) 0.2 $306k 1.3k 240.38
Microsoft Corporation (MSFT) 0.2 $290k 1.8k 157.78
Assurant (AIZ) 0.2 $270k 2.6k 104.17
Ishares Tr s^p aggr all (AOA) 0.2 $247k 5.2k 47.42
Visa (V) 0.2 $239k 1.5k 160.94
Nuveen Div Adv Muni Fd 3 Ben Int (NZF) 0.2 $229k 16k 14.04
SPDR S&P World ex-US (SPDW) 0.2 $221k 9.2k 23.93
Spdr Ser Tr sp500 high div (SPYD) 0.2 $217k 8.8k 24.58
Nuveen Select Maturities Mun Fund (NIM) 0.1 $195k 20k 9.76
Western Asset Municipal Hgh Incm Fnd (MHF) 0.1 $180k 25k 7.09
Empire St Rlty Tr Inc cl a (ESRT) 0.1 $127k 14k 8.95
Mesoblast Ltd- 0.1 $114k 26k 4.38
Athersys 0.1 $104k 35k 3.01
Aldeyra Therapeutics (ALDX) 0.1 $84k 34k 2.46
DURECT Corporation 0.1 $76k 49k 1.55
Electrocore 0.0 $67k 70k 0.96
Gamco Global Gold Natural Reso (GGN) 0.0 $58k 21k 2.73
Trevena 0.0 $13k 23k 0.57