Tobias Financial Advisors

Tobias Financial Advisors as of March 31, 2021

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 68 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Agrgte (SPAB) 15.1 $36M 1.2M 29.65
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 7.9 $19M 350k 53.37
Vanguard Index Fds Growth Etf (VUG) 7.6 $18M 70k 257.04
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 6.9 $16M 159k 101.97
Ishares Tr Msci Intl Qualty (IQLT) 5.0 $12M 326k 36.44
Ishares Tr Trans Avg Etf (IYT) 4.6 $11M 42k 257.62
Ishares Tr Exponential Tech (XT) 4.5 $11M 179k 59.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.2 $9.9M 82k 121.79
Wisdomtree Tr Us Largecap Divd (DLN) 4.0 $9.5M 83k 114.68
Spdr Index Shs Fds Msci Acwi Exus (CWI) 3.1 $7.2M 251k 28.91
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.4 $5.6M 68k 82.83
Wisdomtree Tr Intl Equity Fd (DWM) 2.1 $4.9M 94k 52.58
Invesco Activly Mangd Etc Optimum Yield (PDBC) 2.0 $4.8M 277k 17.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $4.7M 90k 52.05
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $4.5M 19k 243.03
Ishares Tr Rus 2000 Val Etf (IWN) 1.8 $4.3M 27k 159.47
Ishares Tr S&P SML 600 GWT (IJT) 1.7 $4.0M 31k 128.22
Ishares Tr Rus 2000 Grw Etf (IWO) 1.7 $4.0M 13k 300.77
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $2.5M 44k 56.40
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $2.3M 16k 141.22
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.2M 15k 147.08
Amazon (AMZN) 0.9 $2.2M 701.00 3094.15
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.9 $2.2M 42k 50.75
Apple (AAPL) 0.9 $2.1M 17k 122.14
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $2.1M 18k 113.83
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.9 $2.0M 52k 38.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $1.9M 43k 43.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.8M 11k 165.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.7M 28k 60.69
Ishares Core Msci Emkt (IEMG) 0.7 $1.7M 26k 64.38
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $1.7M 34k 49.11
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.7 $1.7M 25k 68.07
Ishares U S Etf Tr Blackrock Short (MEAR) 0.7 $1.6M 33k 50.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.5M 24k 65.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $1.4M 9.5k 151.56
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $1.4M 20k 71.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $1.4M 14k 100.75
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.6 $1.4M 16k 85.84
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $1.3M 9.2k 139.85
Johnson & Johnson (JNJ) 0.4 $990k 6.0k 164.42
Vanguard Index Fds Value Etf (VTV) 0.4 $910k 6.9k 131.52
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $888k 23k 37.90
Ishares Tr Eafe Value Etf (EFV) 0.4 $873k 17k 50.94
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.3 $807k 4.5k 178.34
Assurant (AIZ) 0.3 $783k 5.5k 141.82
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $757k 7.5k 101.10
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.3 $685k 18k 37.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $685k 13k 53.35
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $636k 4.7k 136.77
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $588k 8.8k 66.97
Aldeyra Therapeutics (ALDX) 0.2 $406k 34k 11.88
Ishares Tr Msci Eafe Etf (EFA) 0.2 $388k 5.1k 75.91
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $388k 4.7k 82.05
Nextera Energy (NEE) 0.1 $337k 4.5k 75.54
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $334k 14k 24.27
Visa Com Cl A (V) 0.1 $299k 1.4k 211.61
Netflix (NFLX) 0.1 $257k 493.00 521.30
Microsoft Corporation (MSFT) 0.1 $252k 1.1k 235.73
Tesla Motors (TSLA) 0.1 $208k 312.00 666.67
Walt Disney Company (DIS) 0.1 $203k 1.1k 184.55
Mesoblast Spons Adr 0.1 $165k 20k 8.25
Empire St Rlty Tr Cl A (ESRT) 0.1 $158k 14k 11.14
Electrocore 0.1 $150k 73k 2.05
DURECT Corporation 0.0 $97k 49k 1.98
Athersys 0.0 $89k 50k 1.80
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $74k 21k 3.48
Trevena 0.0 $59k 33k 1.80
Inspiremd 0.0 $27k 40k 0.68