Tobias Financial Advisors

Tobias Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 81 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.7 $24M 312k 75.28
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 6.7 $20M 216k 94.26
Ishares Tr Msci Intl Qualty (IQLT) 5.7 $17M 534k 32.39
Vanguard Index Fds Growth Etf (VUG) 5.6 $17M 80k 213.11
Spdr Ser Tr Portfolio Agrgte (SPAB) 5.5 $17M 671k 25.13
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.7 $14M 130k 109.53
Wisdomtree Tr Us Largecap Divd (DLN) 4.4 $13M 216k 61.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $12M 168k 71.84
Ishares Tr Gl Clean Ene Etf (ICLN) 3.8 $12M 590k 19.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $9.7M 85k 113.96
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.1 $9.5M 284k 33.48
Wisdomtree Tr Intl Equity Fd (DWM) 3.0 $9.1M 194k 47.04
Ishares Tr Rus 1000 Grw Etf (IWF) 2.4 $7.4M 35k 214.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $6.0M 155k 38.98
J P Morgan Exchange Traded F Short Dura Core (JSCP) 1.8 $5.5M 121k 45.70
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.8 $5.4M 223k 24.06
Ishares Tr Rus 2000 Val Etf (IWN) 1.7 $5.3M 38k 138.67
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.7 $5.2M 75k 69.63
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $5.2M 102k 50.67
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $4.8M 45k 108.07
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $4.7M 125k 37.90
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 1.5 $4.5M 154k 29.41
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $4.3M 74k 58.50
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $4.3M 41k 104.27
Ishares Tr Rus 2000 Grw Etf (IWO) 1.4 $4.2M 20k 214.52
Dimensional Etf Trust Internatnal Val (DFIV) 1.3 $4.0M 131k 30.40
Ishares U S Etf Tr Blackrock Short (MEAR) 1.2 $3.6M 73k 49.72
Ishares Tr National Mun Etf (MUB) 1.1 $3.5M 33k 105.52
Vanguard Index Fds Value Etf (VTV) 1.0 $3.1M 22k 140.37
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.0 $3.0M 76k 39.58
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $2.8M 20k 145.07
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.6M 17k 151.85
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $2.4M 25k 96.99
Apple (AAPL) 0.7 $2.3M 18k 129.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $2.3M 69k 32.96
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.7 $2.2M 148k 14.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $2.0M 13k 151.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.8M 11k 158.80
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $1.6M 23k 72.24
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.4M 21k 65.64
Ishares Core Msci Emkt (IEMG) 0.4 $1.3M 28k 46.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.3M 26k 50.14
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.4 $1.3M 21k 59.74
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $1.2M 13k 91.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 28k 41.97
Johnson & Johnson (JNJ) 0.4 $1.1M 6.1k 176.64
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $1.0M 21k 50.13
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $967k 25k 38.89
Ishares Tr Eafe Value Etf (EFV) 0.3 $958k 21k 45.88
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.3 $954k 7.8k 121.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $884k 20k 43.95
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.3 $872k 36k 24.11
Alps Etf Tr Clean Energy (ACES) 0.3 $866k 19k 45.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $838k 15k 56.48
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $838k 14k 59.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $823k 7.6k 108.21
Amazon (AMZN) 0.2 $676k 8.1k 84.00
Ishares Tr Core Msci Eafe (IEFA) 0.2 $653k 11k 61.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $617k 8.8k 70.37
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $616k 4.4k 140.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $520k 2.6k 200.54
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $518k 5.0k 102.81
Microsoft Corporation (MSFT) 0.2 $495k 2.1k 239.85
Assurant (AIZ) 0.2 $464k 3.7k 125.06
Simon Property (SPG) 0.1 $382k 3.2k 117.47
Nextera Energy (NEE) 0.1 $376k 4.5k 83.60
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $374k 5.0k 74.22
Visa Com Cl A (V) 0.1 $322k 1.6k 207.76
Kimco Realty Corporation (KIM) 0.1 $294k 14k 21.18
Manhattan Bridge Capital (LOAN) 0.1 $253k 47k 5.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $247k 798.00 308.90
Aldeyra Therapeutics (ALDX) 0.1 $238k 34k 6.96
NVIDIA Corporation (NVDA) 0.1 $216k 1.5k 146.16
Northrop Grumman Corporation (NOC) 0.1 $206k 377.00 545.61
Empire St Rlty Tr Cl A (ESRT) 0.0 $96k 14k 6.74
Mesoblast Spons Adr 0.0 $58k 20k 2.91
Bed Bath & Beyond 0.0 $40k 16k 2.51
Electrocore 0.0 $39k 153k 0.26
Boxed 0.0 $9.7k 50k 0.19
Pavmed 0.0 $4.8k 10k 0.48
Vyne Therapeutics 0.0 $1.7k 11k 0.15