Tobias Financial Advisors

Tobias Financial Advisors as of June 30, 2025

Portfolio Holdings for Tobias Financial Advisors

Tobias Financial Advisors holds 123 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio Agrgte (SPAB) 15.2 $89M 3.5M 25.60
Ishares Tr Msci Intl Qualty (IQLT) 6.7 $39M 904k 43.22
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.3 $37M 470k 78.70
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.1 $36M 157k 227.10
Vanguard Index Fds Growth Etf (VUG) 5.6 $33M 75k 438.40
Wisdomtree Tr Floatng Rat Trea (USFR) 4.9 $29M 571k 50.31
Dimensional Etf Trust Internatnal Val (DFIV) 3.1 $18M 427k 42.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $18M 98k 182.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $18M 355k 49.46
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $15M 261k 56.85
Ishares Tr Residential Mult (REZ) 2.5 $15M 179k 82.34
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.4 $14M 458k 31.02
Dimensional Etf Trust Intl Small Cap E (DFIS) 2.1 $13M 417k 29.84
Ishares Tr Rus 2000 Grw Etf (IWO) 1.9 $11M 39k 285.86
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $11M 26k 424.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.8 $10M 139k 73.63
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.5 $8.9M 210k 42.28
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.5 $8.6M 291k 29.43
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.4 $8.2M 87k 95.32
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.1 $6.3M 192k 32.66
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $6.1M 56k 110.10
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $5.7M 58k 99.20
Wisdomtree Tr Us Largecap Divd (DLN) 1.0 $5.6M 68k 82.14
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $5.5M 51k 106.34
Apple (AAPL) 0.8 $4.5M 22k 205.17
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $4.5M 50k 90.12
Vanguard Index Fds Value Etf (VTV) 0.6 $3.8M 21k 176.74
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.6 $3.8M 101k 37.18
Wisdomtree Tr Intl Equity Fd (DWM) 0.6 $3.7M 58k 63.56
Ishares Tr National Mun Etf (MUB) 0.6 $3.5M 34k 104.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $3.3M 17k 194.23
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $3.3M 69k 48.24
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $3.3M 6.0k 551.66
Ishares Tr S&P SML 600 GWT (IJT) 0.6 $3.3M 25k 133.04
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $3.2M 20k 157.76
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $3.1M 23k 134.39
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $3.1M 15k 204.67
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $3.0M 32k 94.63
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.9M 15k 195.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $2.9M 69k 42.74
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.8M 32k 89.39
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.8M 4.5k 620.90
Microsoft Corporation (MSFT) 0.5 $2.7M 5.5k 497.38
Amazon (AMZN) 0.4 $2.5M 12k 219.39
NVIDIA Corporation (NVDA) 0.4 $2.5M 16k 157.99
Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.4 $2.4M 21k 117.44
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.3M 28k 83.48
Ishares Core Msci Emkt (IEMG) 0.3 $2.0M 33k 60.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.0M 7.2k 276.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.0M 10k 195.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.7M 26k 67.22
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.3 $1.6M 19k 88.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.6M 2.7k 617.87
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $1.5M 3.5k 440.65
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.3 $1.5M 36k 42.44
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $1.5M 18k 83.40
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.2 $1.4M 26k 53.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.4M 14k 99.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M 23k 57.01
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.3M 11k 121.38
Visa Com Cl A (V) 0.2 $1.3M 3.6k 355.02
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.2M 19k 63.48
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.1k 990.20
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $1.1M 7.7k 139.09
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $1.0M 20k 52.34
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $983k 14k 72.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $975k 7.3k 133.31
T Rowe Price Etf Us Equity Resear (TSPA) 0.2 $972k 25k 38.89
Wal-Mart Stores (WMT) 0.2 $925k 9.5k 97.78
Meta Platforms Cl A (META) 0.2 $896k 1.2k 738.33
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $830k 4.4k 188.71
Vanguard World Consum Stp Etf (VDC) 0.1 $802k 3.7k 219.00
Johnson & Johnson (JNJ) 0.1 $745k 4.9k 152.76
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $724k 8.3k 87.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $689k 2.3k 303.92
Alphabet Cap Stk Cl C (GOOG) 0.1 $689k 3.9k 177.40
Netflix (NFLX) 0.1 $619k 462.00 1339.59
Alphabet Cap Stk Cl A (GOOGL) 0.1 $608k 3.5k 176.25
Simon Property (SPG) 0.1 $607k 3.8k 160.78
JPMorgan Chase & Co. (JPM) 0.1 $601k 2.1k 289.89
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $576k 11k 50.68
Spdr Gold Tr Gold Shs (GLD) 0.1 $546k 1.8k 304.83
Mastercard Incorporated Cl A (MA) 0.1 $540k 960.00 561.94
Broadcom (AVGO) 0.1 $537k 1.9k 275.72
Ishares Tr U.s. Tech Etf (IYW) 0.1 $525k 3.0k 173.27
Eli Lilly & Co. (LLY) 0.1 $448k 574.00 779.93
Exxon Mobil Corporation (XOM) 0.1 $443k 4.1k 107.80
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $440k 18k 24.54
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $413k 17k 24.44
Oracle Corporation (ORCL) 0.1 $385k 1.8k 218.63
Trane Technologies SHS (TT) 0.1 $357k 816.00 437.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $352k 725.00 485.77
Home Depot (HD) 0.1 $343k 935.00 366.77
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $339k 5.5k 61.21
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $327k 3.8k 85.21
Kimco Realty Corporation (KIM) 0.1 $313k 15k 21.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $309k 543.00 568.51
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $282k 3.5k 79.76
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $271k 2.9k 91.97
Vanguard Index Fds Small Cp Etf (VB) 0.0 $271k 1.1k 236.93
Stryker Corporation (SYK) 0.0 $265k 669.00 395.63
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $263k 2.9k 92.16
Coca-Cola Company (KO) 0.0 $250k 3.5k 70.75
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $249k 2.6k 95.83
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $243k 2.0k 119.09
Wells Fargo & Company (WFC) 0.0 $242k 3.0k 80.13
UnitedHealth (UNH) 0.0 $240k 768.00 311.97
Assurant (AIZ) 0.0 $237k 1.2k 197.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $235k 3.4k 69.08
Ishares Tr Core Div Grwth (DGRO) 0.0 $232k 3.6k 63.94
Nextera Energy (NEE) 0.0 $230k 3.3k 69.41
Progressive Corporation (PGR) 0.0 $228k 854.00 266.86
Eaton Corp SHS (ETN) 0.0 $227k 636.00 356.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $227k 2.4k 95.77
Tesla Motors (TSLA) 0.0 $225k 707.00 317.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $221k 3.8k 58.78
Vanguard Index Fds Large Cap Etf (VV) 0.0 $215k 754.00 285.30
Walt Disney Company (DIS) 0.0 $207k 1.7k 124.00
Goldman Sachs (GS) 0.0 $204k 288.00 707.75
Empire St Rlty Tr Cl A (ESRT) 0.0 $115k 14k 8.09
Cargo Therapeutics (CRGX) 0.0 $114k 28k 4.12
Mesoblast Spons Adr (MESO) 0.0 $109k 10k 10.89
Electrocore Com New (ECOR) 0.0 $53k 10k 5.28