Tobias Financial Advisors

Tobias Financial Advisors as of March 31, 2025

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Agrgte (SPAB) 16.4 $84M 3.3M 25.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.8 $35M 444k 78.28
Ishares Tr Msci Intl Qualty (IQLT) 6.6 $34M 859k 39.69
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.0 $31M 161k 193.02
Vanguard Index Fds Growth Etf (VUG) 5.4 $28M 75k 370.82
Ishares Tr Residential Mult (REZ) 5.2 $27M 312k 86.42
Wisdomtree Tr Floatng Rat Trea (USFR) 4.9 $25M 505k 50.33
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.3 $17M 98k 170.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $15M 339k 45.26
Dimensional Etf Trust Internatnal Val (DFIV) 2.9 $15M 384k 39.36
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.8 $15M 474k 30.57
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.1 $11M 414k 25.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $10M 142k 73.45
Ishares Tr Rus 2000 Grw Etf (IWO) 1.9 $9.6M 38k 255.53
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $9.3M 26k 361.09
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.8 $9.3M 331k 28.15
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.7 $8.7M 212k 41.21
Wisdomtree Tr Us Largecap Divd (DLN) 1.1 $5.8M 73k 79.37
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.1 $5.8M 196k 29.58
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $5.8M 72k 80.37
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $5.7M 58k 98.92
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $5.3M 57k 92.83
Apple (AAPL) 1.0 $4.9M 22k 222.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $4.9M 46k 105.60
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.9 $4.6M 55k 82.94
Vanguard Index Fds Value Etf (VTV) 0.7 $3.7M 21k 172.74
Ishares Tr National Mun Etf (MUB) 0.7 $3.6M 35k 105.44
Wisdomtree Tr Intl Equity Fd (DWM) 0.7 $3.6M 61k 58.16
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.7 $3.5M 108k 31.96
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $3.3M 75k 43.70
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $3.1M 25k 124.50
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.9M 15k 193.99
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $2.9M 15k 190.58
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.8M 35k 81.73
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $2.8M 19k 150.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $2.3M 12k 188.17
Amazon (AMZN) 0.4 $2.2M 12k 190.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.1M 11k 186.28
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.0M 27k 75.65
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.4 $2.0M 21k 96.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.9M 48k 39.37
Microsoft Corporation (MSFT) 0.3 $1.8M 4.7k 375.42
Ishares Core Msci Emkt (IEMG) 0.3 $1.7M 32k 53.97
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $1.6M 37k 44.26
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $1.6M 19k 83.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.6M 26k 60.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M 2.7k 559.40
NVIDIA Corporation (NVDA) 0.3 $1.4M 13k 108.38
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $1.4M 27k 51.49
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.4M 14k 97.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.2M 24k 50.83
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $1.2M 16k 76.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.2M 4.8k 251.77
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.1M 19k 58.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.0M 20k 51.07
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $1.0M 7.7k 133.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $944k 7.3k 128.96
Visa Com Cl A (V) 0.2 $924k 2.6k 350.41
Johnson & Johnson (JNJ) 0.2 $866k 5.2k 165.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $863k 14k 63.53
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $810k 4.4k 184.19
Meta Platforms Cl A (META) 0.1 $751k 1.3k 576.40
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $696k 6.0k 115.61
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $669k 8.3k 80.65
Alphabet Cap Stk Cl C (GOOG) 0.1 $625k 4.0k 156.23
Simon Property (SPG) 0.1 $619k 3.7k 166.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $572k 11k 50.63
Ishares Tr Core S&p500 Etf (IVV) 0.1 $555k 987.00 561.90
Spdr Gold Tr Gold Shs (GLD) 0.1 $548k 1.9k 288.14
Exxon Mobil Corporation (XOM) 0.1 $529k 4.4k 118.93
Netflix (NFLX) 0.1 $525k 563.00 932.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $505k 3.3k 154.64
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $494k 5.2k 95.37
Eli Lilly & Co. (LLY) 0.1 $477k 577.00 826.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $464k 1.7k 274.85
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $423k 18k 23.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $407k 868.00 468.91
Wal-Mart Stores (WMT) 0.1 $397k 4.5k 87.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $392k 736.00 532.58
Costco Wholesale Corporation (COST) 0.1 $385k 407.00 944.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $373k 17k 22.08
UnitedHealth (UNH) 0.1 $371k 708.00 523.75
Bank Montreal Que Microsectors Fan 0.1 $360k 1.0k 360.00
JPMorgan Chase & Co. (JPM) 0.1 $354k 1.4k 245.30
Home Depot (HD) 0.1 $335k 913.00 366.54
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $316k 3.8k 82.54
Kimco Realty Corporation (KIM) 0.1 $314k 15k 21.24
Assurant (AIZ) 0.1 $299k 1.4k 209.75
Broadcom (AVGO) 0.1 $294k 1.8k 167.43
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $288k 3.7k 78.39
Trane Technologies SHS (TT) 0.1 $275k 816.00 336.89
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $260k 2.8k 92.47
Coca-Cola Company (KO) 0.0 $256k 3.6k 71.62
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $250k 2.9k 85.07
Stryker Corporation (SYK) 0.0 $249k 669.00 372.25
Nextera Energy (NEE) 0.0 $247k 3.5k 70.89
Mastercard Incorporated Cl A (MA) 0.0 $247k 451.00 548.12
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $246k 2.6k 95.97
Ishares Tr Core Div Grwth (DGRO) 0.0 $242k 3.9k 61.79
Progressive Corporation (PGR) 0.0 $242k 854.00 283.01
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $241k 2.0k 118.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $237k 461.00 513.99
Oracle Corporation (ORCL) 0.0 $232k 1.7k 139.81
Vanguard Index Fds Small Cp Etf (VB) 0.0 $230k 1.0k 221.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $228k 2.5k 90.54
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $224k 2.1k 104.59
Procter & Gamble Company (PG) 0.0 $209k 1.2k 170.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $206k 3.3k 62.11
Wells Fargo & Company (WFC) 0.0 $202k 2.8k 71.78
Mesoblast Spons Adr (MESO) 0.0 $125k 10k 12.48
Cargo Therapeutics (CRGX) 0.0 $112k 28k 4.07
Empire St Rlty Tr Cl A (ESRT) 0.0 $111k 14k 7.82
Electrocore Com New (ECOR) 0.0 $67k 10k 6.69