Tobias Financial Advisors

Tobias Financial Advisors as of March 31, 2022

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 76 positions in its portfolio as reported in 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 1.3M 27.79
Vanguard Index Fds Growth Etf (VUG) 7.6 $22M 76k 287.61
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 7.5 $22M 436k 50.10
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 7.3 $21M 217k 97.53
Ishares Tr Msci Intl Qualty (IQLT) 5.1 $15M 403k 36.87
Wisdomtree Tr Us Largecap Divd (DLN) 4.8 $14M 214k 65.72
Ishares Tr Gl Clean Ene Etf (ICLN) 4.4 $13M 588k 21.52
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.9 $11M 84k 134.63
Ishares Tr Msci Emg Mkt Etf (EEM) 2.8 $8.3M 183k 45.15
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $7.5M 70k 107.11
Wisdomtree Tr Intl Equity Fd (DWM) 2.6 $7.5M 141k 52.75
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.5 $7.2M 109k 66.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $6.6M 143k 46.13
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.2 $6.4M 234k 27.52
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.2 $6.4M 81k 79.05
Ishares Tr Rus 2000 Val Etf (IWN) 2.0 $5.8M 36k 161.41
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $5.6M 20k 277.65
Invesco Activly Mangd Etc Optimum Yield (PDBC) 1.9 $5.4M 306k 17.64
Ishares Tr S&P SML 600 GWT (IJT) 1.7 $4.9M 39k 125.10
Ishares Tr Rus 2000 Grw Etf (IWO) 1.4 $4.1M 16k 255.73
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.4 $4.1M 118k 35.16
Ishares Tr Msci Eafe Etf (EFA) 1.1 $3.3M 45k 73.61
Apple (AAPL) 1.1 $3.3M 19k 174.60
Ishares Tr Eafe Value Etf (EFV) 1.1 $3.1M 61k 50.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $2.6M 66k 38.65
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $2.5M 16k 162.17
Ishares U S Etf Tr Blackrock Short (MEAR) 0.8 $2.4M 48k 49.75
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.8 $2.3M 52k 43.95
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $2.3M 15k 155.71
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $2.0M 40k 50.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.0M 26k 76.37
Amazon (AMZN) 0.6 $1.8M 555.00 3259.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $1.8M 37k 48.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.8M 10k 175.94
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.6 $1.7M 24k 72.25
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.6 $1.6M 20k 82.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $1.6M 9.4k 165.96
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.5M 27k 57.60
Ishares Core Msci Emkt (IEMG) 0.5 $1.4M 26k 55.54
J P Morgan Exchange-traded F Short Dura Core (JSCP) 0.5 $1.4M 29k 47.80
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.4M 17k 83.84
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $1.3M 13k 102.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.3M 19k 66.34
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.4 $1.1M 8.0k 141.21
Johnson & Johnson (JNJ) 0.4 $1.1M 6.1k 177.24
Vanguard Index Fds Value Etf (VTV) 0.4 $1.0M 6.9k 147.71
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $940k 14k 68.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $931k 22k 41.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $880k 7.8k 112.26
Assurant (AIZ) 0.3 $746k 4.1k 181.73
Alps Etf Tr Clean Energy (ACES) 0.3 $743k 12k 63.34
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $663k 4.4k 150.75
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $490k 5.9k 83.33
Tesla Motors (TSLA) 0.1 $392k 364.00 1076.92
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $386k 2.1k 186.02
Nextera Energy (NEE) 0.1 $381k 4.5k 84.76
Microsoft Corporation (MSFT) 0.1 $369k 1.2k 308.01
NVIDIA Corporation (NVDA) 0.1 $356k 1.3k 273.01
Visa Com Cl A (V) 0.1 $325k 1.5k 221.69
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $311k 12k 25.50
Ishares Tr Us Trsprtion (IYT) 0.1 $302k 1.1k 269.64
Alphabet Cap Stk Cl A (GOOGL) 0.1 $278k 100.00 2780.00
Baxter International (BAX) 0.1 $247k 3.2k 77.60
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $235k 4.0k 58.20
Netflix (NFLX) 0.1 $228k 609.00 374.38
Aldeyra Therapeutics (ALDX) 0.1 $152k 34k 4.45
Empire St Rlty Tr Cl A (ESRT) 0.0 $139k 14k 9.80
Electrocore 0.0 $90k 153k 0.59
Mesoblast Spons Adr 0.0 $84k 20k 4.20
Athersys 0.0 $36k 60k 0.60
DURECT Corporation 0.0 $33k 49k 0.67
Trevena 0.0 $22k 40k 0.55
Pavmed 0.0 $13k 10k 1.30
Vyne Therapeutics 0.0 $7.0k 11k 0.64
Therapeuticsmd 0.0 $6.0k 16k 0.38
Greenlane Hldgs Cl A 0.0 $6.0k 10k 0.60