408 is the total number of securities TOBIAS FINANCIAL ADVISORS, INC. has owned. The longest TOBIAS FINANCIAL ADVISORS, INC. has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VWO | VANGUARD INTL EQUITY I... | 16 | 16 | 0.11% | 1.92% | 2.57% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 0.74% | 1.15% | 3.38% | Q4 2019 | Q3 2023 | 16 |
VIG | VANGUARD SPECIALIZED F... | 16 | 16 | 0.32% | 0.90% | 1.40% | Q4 2019 | Q3 2023 | 16 |
VEU | VANGUARD INTL EQUITY I... | 16 | 16 | 0.22% | 0.72% | 1.89% | Q4 2019 | Q3 2023 | 16 |
AMZN | AMAZON COM INC | 16 | 16 | 0.22% | 0.63% | 1.12% | Q4 2019 | Q3 2023 | 16 |
SPYV | SPDR S&P 500 Value ETF | 16 | 16 | 0.21% | 0.41% | 1.03% | Q4 2019 | Q3 2023 | 16 |
VYM | VANGUARD WHITEHALL FDS | 16 | 16 | 0.19% | 0.31% | 0.53% | Q4 2019 | Q3 2023 | 16 |
MSFT | MICROSOFT CORP | 16 | 16 | 0.11% | 0.18% | 0.42% | Q4 2019 | Q3 2023 | 16 |
SPAB | SPDR SER TR | 8 | 7 | 4.71% | 13.68% | 27.95% | Q4 2019 | Q3 2023 | 15 |
VUG | VANGUARD INDEX FDS | 8 | 7 | 5.49% | 7.32% | 9.14% | Q4 2019 | Q3 2023 | 15 |
DLN | WISDOMTREE TR | 8 | 7 | 2.01% | 4.03% | 5.52% | Q4 2019 | Q3 2023 | 15 |
QUAL | ISHARES TR | 8 | 7 | 0.01% | 3.83% | 6.66% | Q4 2019 | Q3 2023 | 15 |
DWM | WISDOMTREE TR | 8 | 7 | 1.08% | 2.60% | 4.99% | Q4 2019 | Q3 2023 | 15 |
IWF | ISHARES TR | 8 | 7 | 1.91% | 2.24% | 2.73% | Q4 2019 | Q3 2023 | 15 |
VIGI | VANGUARD WHITEHALL FDS | 8 | 7 | 0.80% | 1.90% | 2.85% | Q4 2019 | Q3 2023 | 15 |
IWO | ISHARES TR | 8 | 7 | 1.22% | 1.69% | 2.26% | Q4 2019 | Q3 2023 | 15 |
IWN | ISHARES TR | 8 | 7 | 0.75% | 1.68% | 2.36% | Q4 2019 | Q3 2023 | 15 |
IJT | ISHARES TR | 8 | 7 | 0.77% | 1.61% | 2.33% | Q4 2019 | Q3 2023 | 15 |
AGG | ISHARES TR | 8 | 7 | 0.18% | 1.37% | 3.89% | Q4 2019 | Q3 2023 | 15 |
SPYG | SPDR S&P 500 Growth ETF | 8 | 7 | 0.38% | 1.33% | 2.49% | Q4 2019 | Q3 2023 | 15 |
IWD | ISHARES TR | 8 | 7 | 0.46% | 1.03% | 3.58% | Q4 2019 | Q3 2023 | 15 |
IVW | ISHARES TR | 8 | 7 | 0.50% | 0.90% | 1.43% | Q4 2019 | Q3 2023 | 15 |
VEA | VANGUARD TAX-MANAGED I... | 8 | 7 | 0.29% | 0.87% | 2.70% | Q4 2019 | Q3 2023 | 15 |
EEM | ISHARES TR | 8 | 7 | 0.26% | 0.84% | 2.85% | Q4 2019 | Q3 2023 | 15 |
MEAR | ISHARES U S ETF TR | 8 | 7 | 0.33% | 0.83% | 1.28% | Q4 2019 | Q3 2023 | 15 |
IVE | ISHARES TR | 8 | 7 | 0.44% | 0.78% | 1.00% | Q4 2019 | Q3 2023 | 15 |
VTV | Vanguard Value | 8 | 7 | 0.35% | 0.76% | 2.61% | Q4 2019 | Q3 2023 | 15 |
GWX | SPDR S&P International... | 8 | 7 | 0.24% | 0.75% | 1.48% | Q4 2019 | Q3 2023 | 15 |
SCZ | ISHARES TR | 8 | 7 | 0.20% | 0.75% | 2.88% | Q4 2019 | Q3 2023 | 15 |
SPEM | SPDR INDEX SHS FDS | 8 | 7 | 0.51% | 0.75% | 0.94% | Q4 2019 | Q3 2023 | 15 |
SPYD | Spdr Ser Tr Sp500 High... | 8 | 7 | 0.16% | 0.71% | 1.00% | Q4 2019 | Q3 2023 | 15 |
PWB | INVESCO EXCHANGE TRADE... | 8 | 7 | 0.38% | 0.62% | 0.88% | Q4 2019 | Q3 2023 | 15 |
JPST | JPMorgan Ultra-Short I... | 8 | 7 | 0.20% | 0.58% | 1.26% | Q4 2019 | Q3 2023 | 15 |
EFA | ISHARES TR | 8 | 7 | 0.15% | 0.51% | 1.29% | Q4 2019 | Q3 2023 | 15 |
IJS | ISHARES TR | 8 | 7 | 0.31% | 0.51% | 1.13% | Q4 2019 | Q3 2023 | 15 |
EFV | ISHARES TR | 8 | 7 | 0.27% | 0.43% | 1.06% | Q4 2019 | Q3 2023 | 15 |
AOA | ISHARES TR | 8 | 7 | 0.18% | 0.28% | 0.34% | Q4 2019 | Q3 2023 | 15 |
SLYV | SPDR S&P 600 Small Cap... | 8 | 7 | 0.10% | 0.20% | 0.65% | Q4 2019 | Q3 2023 | 15 |
V | VISA INC | 8 | 7 | 0.09% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 15 |
ESRT | Empire St Rlty Tr Inc ... | 8 | 7 | 0.03% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 15 |
IQLT | ISHARES TR | 7 | 7 | 0.94% | 4.88% | 6.43% | Q1 2020 | Q3 2023 | 14 |
VBR | Vanguard Small-Cap Value | 7 | 1 | 0.12% | 0.59% | 0.80% | Q4 2019 | Q3 2023 | 14 |
IEMG | ISHARES INC | 7 | 1 | 0.00% | 0.58% | 1.00% | Q4 2019 | Q3 2023 | 14 |
SLYG | SPDR S&P 600 Small Cap... | 7 | 1 | 0.12% | 0.49% | 0.59% | Q4 2019 | Q3 2023 | 14 |
NEE | NEXTERA ENERGY INC | 8 | 6 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q2 2023 | 14 |
ALDX | ALDEYRA THERAPEUTICS INC | 7 | 7 | 0.05% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 14 |
MESO | Mesoblast Ltd SP ADR | 8 | 2 | 0.01% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 14 |
ICLN | ISHARES TR | 7 | 1 | 0.00% | 2.58% | 4.38% | Q4 2019 | Q3 2023 | 13 |
CWI | SPDR INDEX SHS FDS | 7 | 6 | 1.37% | 2.36% | 3.48% | Q2 2020 | Q3 2023 | 13 |
VTWV | VANGUARD SCOTTSDALE FDS | 7 | 6 | 0.24% | 0.39% | 0.54% | Q2 2020 | Q3 2023 | 13 |
VTWO | VANGUARD SCOTTSDALE FDS | 7 | 6 | 0.16% | 0.28% | 0.56% | Q2 2020 | Q3 2023 | 13 |
VOOV | VANGUARD ADMIRAL FDS INC | 7 | 6 | 0.17% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 13 |
JNJ | JOHNSON & JOHNSON COM | 11 | 1 | 0.02% | 0.45% | 2.26% | Q4 2019 | Q3 2023 | 12 |
ECOR | ELECTROCORE INC | 8 | 4 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 12 |
LDUR | PIMCO ETF TR | 7 | 4 | 3.71% | 6.41% | 7.81% | Q4 2020 | Q3 2023 | 11 |
AIZ | ASSURANT INC | 5 | 2 | 0.07% | 0.23% | 0.34% | Q4 2019 | Q4 2022 | 11 |
TSLA | TESLA INC | 4 | 1 | 0.00% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 11 |
PDBC | INVESCO ACTVELY MNGD E... | 6 | 4 | 0.72% | 1.88% | 2.39% | Q2 2020 | Q4 2022 | 10 |
DRRX | DURECT CORP | 8 | 2 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q2 2022 | 10 |
ATHX | ATHERSYS INC NEW | 8 | 2 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q2 2022 | 10 |
TRVN | TREVENA INC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 10 |
XT | ISHARES TR | 8 | 8 | 0.15% | 3.82% | 5.23% | Q4 2019 | Q3 2021 | 8 |
GOOGL | ALPHABET INC CLA | 4 | 1 | 0.04% | 0.32% | 2.05% | Q4 2019 | Q3 2023 | 8 |
BRKB | BERKSHIRE HATHAWAY INC... | 6 | 1 | 0.04% | 0.21% | 1.20% | Q4 2019 | Q3 2023 | 8 |
NFLX | NETFLIX INC | 5 | 1 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q2 2023 | 8 |
GGN | Gamco Global Gold Natu... | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
IYT | ISHARES TR | 6 | 1 | 0.10% | 3.60% | 4.56% | Q2 2020 | Q1 2022 | 7 |
JSCP | J P MORGAN EXCHANGE-TR... | 7 | 7 | 0.48% | 1.65% | 3.15% | Q1 2022 | Q3 2023 | 7 |
SPG | SIMON PPTY GROUP INC NEW | 6 | 1 | 0.10% | 0.42% | 2.27% | Q4 2021 | Q3 2023 | 7 |
ACES | ALPS ETF TR | 7 | 7 | 0.07% | 0.35% | 0.81% | Q1 2022 | Q3 2023 | 7 |
VBK | Vanguard Small-Cap Growth | 6 | 1 | 0.02% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 7 |
NVDA | NVIDIA CORPORATION | 4 | 1 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 7 |
BSV | VANGUARD BD INDEX FDS | 6 | 6 | 0.23% | 8.59% | 12.91% | Q2 2022 | Q3 2023 | 6 |
BND | VANGUARD BD INDEX FDS | 6 | 6 | 2.52% | 5.79% | 14.11% | Q2 2022 | Q3 2023 | 6 |
QQQM | INVESCO EXCH TRADED FD... | 6 | 6 | 3.99% | 5.16% | 6.26% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 2.12% | 2.55% | 3.13% | Q2 2022 | Q3 2023 | 6 | |
SUB | ISHARES TR | 6 | 6 | 0.07% | 1.33% | 1.90% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.70% | 1.13% | 1.63% | Q2 2022 | Q3 2023 | 6 | |
MUB | ISHARES TR | 6 | 6 | 0.13% | 0.72% | 1.14% | Q2 2022 | Q3 2023 | 6 |
DFAT | DIMENSIONAL ETF TRUST | 6 | 6 | 0.26% | 0.39% | 0.74% | Q2 2022 | Q3 2023 | 6 |
VSS | VANGUARD INTL EQUITY I... | 6 | 6 | 0.14% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
KIM | KIMCO RLTY CORP | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
PAVM | PAVMED INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
PEP | Pepsico Incorporated | 4 | 1 | 0.37% | 1.04% | 3.60% | Q4 2019 | Q4 2021 | 5 |
UCON | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.11% | 0.18% | 0.29% | Q1 2022 | Q1 2023 | 5 |
IEFA | ISHARES TR | 5 | 5 | 0.07% | 0.13% | 0.22% | Q3 2022 | Q3 2023 | 5 |
MHF | Western Asset Municipa... | 5 | 5 | 0.04% | 0.10% | 0.13% | Q4 2019 | Q4 2020 | 5 |
LOAN | MANHATTAN BRDG CAP INC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
VMBS | VANGUARD SCOTTSDALE FDS | 3 | 1 | 7.53% | 8.04% | 8.39% | Q1 2021 | Q1 2022 | 4 |
PFF | iShares U.S. Preferred... | 3 | 1 | 0.04% | 2.91% | 3.98% | Q4 2019 | Q3 2023 | 4 |
NZF | NUVEEN MUNICIPAL CREDI... | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q3 2020 | 4 |
NIM | Nuveen Select Maturiti... | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q3 2020 | 4 |
HD | HOME DEPOT INC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2022 | 4 |
GOOG | Alphabet Inc Cl C | 2 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 4 |
VTI | Vanguard Total Stock M... | 3 | 1 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 4 |
GLD | SPDR GOLD TR | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 4 |
DIS | WALT DISNEY COM | 1 | 1 | 0.05% | 0.82% | 2.32% | Q4 2019 | Q4 2021 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.15% | 0.64% | 1.44% | Q1 2023 | Q3 2023 | 3 | |
AOR | ISHARES TR | 2 | 1 | 0.06% | 0.21% | 0.28% | Q4 2019 | Q1 2023 | 3 |
SPDW | SPDR Portfolio Develop... | 2 | 1 | 0.13% | 0.16% | 0.19% | Q4 2019 | Q4 2021 | 3 |
BAX | BAXTER INTL INC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q2 2022 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ELECTROCORE INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 | |
GLYC | GLYCOMIMETICS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TXMD | THERAPEUTICSMD INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 3 |
VYNE | VYNE THERAPEUTICS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
WISDOMTREE TR | 2 | 2 | 4.11% | 4.14% | 4.18% | Q2 2023 | Q3 2023 | 2 | |
PFE | PFIZER INC COM | 1 | 1 | 0.01% | 1.58% | 3.15% | Q4 2019 | Q4 2021 | 2 |
USB | US BANCORP COM | 1 | 1 | 0.01% | 1.46% | 2.91% | Q4 2019 | Q4 2021 | 2 |
KO | Coca Cola Company | 1 | 1 | 0.00% | 1.30% | 2.60% | Q4 2019 | Q4 2021 | 2 |
MMM | 3M COMPANY | 1 | 1 | 0.01% | 1.26% | 2.52% | Q4 2019 | Q4 2021 | 2 |
MRK | MERCK & CO INC. COM | 1 | 1 | 0.01% | 1.23% | 2.45% | Q4 2019 | Q4 2021 | 2 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.12% | 1.18% | 2.24% | Q4 2019 | Q4 2021 | 2 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.02% | 1.01% | 2.00% | Q4 2019 | Q4 2021 | 2 |
INTC | INTEL CORP COM | 1 | 1 | 0.00% | 0.83% | 1.66% | Q4 2019 | Q4 2021 | 2 |
MCD | McDonald's Corporation | 1 | 1 | 0.01% | 0.82% | 1.63% | Q4 2019 | Q4 2021 | 2 |
NKE | NIKE INC COM | 1 | 1 | 0.01% | 0.70% | 1.39% | Q4 2019 | Q4 2021 | 2 |
BAM | Brookfield Asset Mgmt Inc | 1 | 1 | 0.00% | 0.23% | 0.46% | Q4 2019 | Q4 2021 | 2 |
XOM | EXXON MOBIL CORPORATIO... | 1 | 1 | 0.05% | 0.14% | 0.24% | Q4 2019 | Q4 2021 | 2 |
IVV | ISHARES TR | 1 | 1 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 2 |
VTWG | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q2 2022 | 2 |
FNDX | SCHWAB STRATEGIC TR | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
VONV | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q4 2020 | 2 |
ABT | ABBOTT LABS | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q4 2021 | 2 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2022 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 | |
VNQ | VANGUARD REIT ETF | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q4 2021 | 2 |
SCHX | SCHWAB STRATEGIC TR | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
LLY | LILLY ELI & CO | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 2 |
CSCO | Cisco Systems Inc | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 2 |
BNDX | Vanguard Intl Bond Index | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 2 |
WFC | WELLS FARGO CO NEW | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 2 |
FNGU | BANK OF MONTREAL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
VYNE | VYNE THERAPEUTICS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BBBY | BED BATH & BEYOND INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BOXED INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 | |
GNLN | GREENLANE HLDGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PG | PROCTER GAMBLE CO COM | 1 | 1 | 3.82% | 3.82% | 3.82% | Q4 2021 | Q4 2021 | 1 |
DE | DEERE & CO COM | 1 | 1 | 3.73% | 3.73% | 3.73% | Q4 2021 | Q4 2021 | 1 |
DEO | DIAGEO PLC | 1 | 1 | 3.65% | 3.65% | 3.65% | Q4 2021 | Q4 2021 | 1 |
WELL | WELLTOWER INC | 1 | 1 | 3.51% | 3.51% | 3.51% | Q4 2021 | Q4 2021 | 1 |
CME | CME GROUP INC COM | 1 | 1 | 3.32% | 3.32% | 3.32% | Q4 2021 | Q4 2021 | 1 |
MDLZ | MONDELEZ INTL INC COM | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2021 | Q4 2021 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2021 | Q4 2021 | 1 |
BK | BANK OF NEW YORK MELLO... | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2021 | Q4 2021 | 1 |
PSK | SPDR Wells Fargo Prefe... | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2019 | Q4 2019 | 1 |
UL | UNILEVER PLC ADR | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2021 | Q4 2021 | 1 |
SHY | ISHARES TR | 1 | 1 | 2.59% | 2.59% | 2.59% | Q1 2020 | Q1 2020 | 1 |
KHC | KRAFT HEINZ COM | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2021 | Q4 2021 | 1 |
IBDP | ISHARES IBONDS DEC 202... | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2021 | Q4 2021 | 1 |
SCHW | CHARLES SCHWAB CORP | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2021 | Q4 2021 | 1 |
K | KELLOGG CO COM | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2021 | Q4 2021 | 1 |
CNA | CNA FINL CORP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2021 | Q4 2021 | 1 |
IBDO | ISHARES IBONDS DEC 202... | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 |
IBDN | ISHARES IBONDS DEC 202... | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
IBDQ | ISHARES IBONDS DEC 202... | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2021 | Q4 2021 | 1 |
VCSH | VANGUARD SHORT TERM CO... | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2021 | Q4 2021 | 1 |
NVS | NOVARTIS AG ADR | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
HIW | HIGHWOODS PROPERTIES INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2021 | Q4 2021 | 1 |
CUZ | COUSINS PROPERTIES INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2021 | Q4 2021 | 1 |
HSY | HESRSHEY COMPANY | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2021 | Q4 2021 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 | |
HASI | HANNON ARMSTRONG SUSTA... | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
LEVI | LEVI STRAUSS CO | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2021 | Q4 2021 | 1 |
OGN | ORGANON | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2021 | Q4 2021 | 1 |
VTRS | VIATRIS INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
CPT | CAMDEN PROPERTY TRUST | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
GLW | CORNING INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 | |
SNY | SANOFI ADR | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
BWA | BORG WARNER | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
VOO | VANGUARD S&P 500 ETF | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
SHW | SHERWIN-WILLIAMS CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
JPEM | Jp Morgan Divsfd Ret E... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
JPIN | JP Morgan Diversified ... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
DIV | Global SuperDividend US | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
SCHD | Schwab US Dividend Equity | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
BRKA | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CNRG | SPDR SER TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
DOL | WISDOMTREE INTERNATION... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
UTG | Reaves Utility Inc Fund | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
T | AT&T Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
R | RYDER SYS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
GSK | GlaxoSmithKline PLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
GVI | iShares Intermediate G... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
PGZ | Principal Real Estate ... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
TQQQ | PROSHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
AOK | iShares Core Conservat... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
WPC | W.P. Carey Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
LMT | Lockheed Martin Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
ESBA | Empire St Realty Op LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
VLO | VALERO ENERGY CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
XLF | SPDR Financial Select ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PWV | Invesco Dynamic Large ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BRFS | BRF - Brasil Foods SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
PEY | Invesco High Yield Equ... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
IIVI | II-VI Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
UHT | Universal Health Rlty ... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
IR | Ingersoll-Rand PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
HRTX | Heron Therapeutics Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TMO | Thermo Fisher Scientif... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FB | Facebook Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
IJR | iShares Core S&P Small... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MTUM | iShares MSCI USA Momen... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
IBB | iShares Nasdaq Biotech... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TAN | Invesco Solar | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CVX | Chevron Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FIDU | Fidelity MSCI Industri... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
RF | Regions Financial Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SO | Southern Company | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
EPD | Enterprise Products Pa... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
IBM | International Business... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
VV | Vanguard Large Cap | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
RCL | Royal Caribbean Cruises | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SU | Suncor Energy Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MGV | Vanguard Mega Cap Val | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
OPNT | Opiant Pharmaceuticals... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
STE | Steris PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ECL | Ecolab Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
KRE | SPDR S&P Regional Banking | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ENB | Enbridge Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
UHS | Universal Health Servi... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AN | AutoNation Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DHR | Danaher Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WTR | Aqua America Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
IWM | iShares Russell 2000 | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
UNH | UnitedHealth Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MFC | Manulife Financial Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GM | General Motors Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DPZ | Domino's Pizza Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
COST | Costco Wholesale Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CTAS | Cintas Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PLXS | Plexus Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SAP | SAP SE ADR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HAIN | Hain Celestial Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AMGN | Amgen Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DUK | Duke Energy Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CRM | Salesforce.com, inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WMT | Wal-Mart Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
D | Dominion Energy Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BAC | Bank of America Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HON | Honeywell International | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EWY | iShares MSCI South Kor... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TRGP | Targa Res Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SPY | SPDR S&P 500 Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PYPL | PayPal Holdings Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
XHE | SPDR S&P Health Care E... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NEAR | iShares Short Maturity... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FXL | First Trust Technology... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NJR | New Jersey Resources Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WM | Waste Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EWH | iShares MSCI Hong Kong... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ACN | Accenture PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HOG | Harley-Davidson Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SAND | Sandstorm Gold Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NSC | Norfolk Southern Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NSPR | INSPIREMD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
AKAM | Akamai Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ABC | AmerisourceBergen Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VB | Vanguard Small-Cap | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MS | Morgan Stanley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MAR | Marriott Intl Inc Cl A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HBAN | Huntington Bancshares Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
QQQ | Invesco QQQ Trust Seri... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FBHS | Fortune Brands Home & ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LFVN | Lifevantage Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VFC | V.F. Corporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MUI | BlackRock Muni Interme... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
C | Citigroup Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DAL | Delta Air Lines | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BABA | Alibaba Group Holding Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SWKS | Skyworks Solutions Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FXI | iShares FTSE/Xinhua Ch... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
O | Realty Income Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NXPI | NXP Semiconductors NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PNC | PNC Financial Service ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CL | Colgate-Palmolive Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EVN | Eaton Vance Municipal ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DLR | Digital Realty Trust Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JPM | JPMorgan Chase & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CGNX | Cognex Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AEP | American Electric Powe... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CCL | Carnival Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ABBV | AbbVie Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SLF | Sun Life Financial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MKC | McCormick & Co Inc Non... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TAO | Invesco China Real Estate | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CDXC | Chromadex Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ES | Eversource Energy | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JBLU | JetBlue Airways Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WORK | Slack Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VFH | Vanguard Financials ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COP | ConocoPhillips | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QCOM | QUALCOMM Incorporated | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TLT | iShares Barclays 20 Yr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ATVI | Activision Blizzard Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHWY | Chewy Inc A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FTV | Fortive Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TJX | TJX Companies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SQ | Square Inc Com Class A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BTI | British American TOB S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IJK | iShares S&P Mid-Cap 40... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PRAA | PRA Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ETN | Eaton Corp PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
USFR | WisdomTree Bloomberg F... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CB | Chubb Limited | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UTX | United Technologies Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DOW | Dow Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IYF | iShares U.S. Financial... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MJ | ETFMG Alternative Harvest | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IJH | iShares Core S&P Mid-C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EDIT | Editas Medicine Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GUNR | FlexShares MS Gl Upstr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IP | International Paper Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
XAR | SPDR S&P Aerospace & D... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MO | Altria Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PSX | Phillips 66 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PEB | Pebblebrook Hotel Tr | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TGT | Target Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TDOC | Teladoc Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BP | BP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WH | Wyndham Hotels & Resorts | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TFC | Truist Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TWLO | Twilio Inc Cl A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SLAB | Silicon Laboratories Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PGR | Progressive Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WYND | Wyndham Destinations Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
POL | Polyone Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AWK | American Water Works C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MMP | Magellan Midstream Par... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AMD | Advanced Micro Devices | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DEM | WisdomTree Emerging Ma... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INO | Inovio Pharmaceuticals... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MGM | MGM Resorts International | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PANW | Palo Alto Networks Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HAS | Hasbro Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FM | iShares MSCI Frontier ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SBRA | Sabra Health Care REIT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SCHG | Schwab US Large Cap Gr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SJB | ProShares Short High Y... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UFO | Procure Etf Trust II S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SYK | Stryker Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SPH | Suburban Propane Partn... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TEVA | Teva Pharmaceutical In... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OKTA | Okta Inc Com Cl A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TWTR | Twitter Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NOV | National Oilwell Varco | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VAC | Marriott Vacations Wor... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
UG | United-Guardian Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LORL | Loral Space & Communic... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TREE | Lendingtree Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KMI | Kinder Morgan Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IRDM | Iridium Communications... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INTU | Intuit Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GE | General Electric Company | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FEYE | Fireeye Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ET | Energy Transfer LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DG | Dollar General Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VET | Vermillion Energy Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CRUS | Cirrus Logic Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AX | AXOS Finl Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEN | Wendy's Company | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WPM | Wheaton Precious Metal... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
APPN | Appian Corp Cl A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AAL | American Airlines Grou... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALRM | Alarm.Com Hldgs Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LYB | Lyondellbasell Industr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
USRT | iShares Core US REIT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SPLG | SPDR Portfolio LargeCap | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CRON | Cronos Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VRTV | Veritiv Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SCHH | Schwab US REIT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CTB | Cooper Tire & Rubber Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SPCE | Virgin Galactic Hldgs ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AFK | VanEck Vectors Africa ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
REZI | Resideo Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KTB | Kontoor Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CGC | Canopy Growth Corporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WAB | Wabtec Corporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CNTTQ | Canntrust Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TMQ | Trilogy Metals Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OCX | OncoCyte Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MDYV | SPDR S&P 400 Mid Cap V... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MDYG | SPDR S&P 400 Mid Cap G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACB | Aurora Cannabis Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TEL | TE Connectivity Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WLL | Whiting Petroleum Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RWLK | Rewalk Robotics Ltd Ord | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Organigram Hldgs Inc Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 | |
APHA | Aphria Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AVXL | Anavex Life Sciences Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PJT | PJT Partners Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HRZN | Horizon Tech Fin CP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VDE | Vanguard Energy | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SWIR | Sierra Wireless Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GTX | Garrett Motion Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IPI | Intrepid Potash Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
F | Ford Motor Company | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EZA | iShares MSCI South Afr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TDIV | First Trust NASDAQ Tec... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TMFC | Motley Fool 100 Index Etf | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RMR | RMR Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EGHT | 8X8 Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ITOT | iShares Core S&P Total... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BLV | Vanguard Long-Term Bond | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
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The securities at the top of the list , including VANGUARD INTL EQUITY INDEX F, APPLE INC, and VANGUARD SPECIALIZED FUNDS, are the highest-conviction holdings of TOBIAS FINANCIAL ADVISORS, INC..
The conviction is calculated by counting the number of quarters a security has been reported by TOBIAS FINANCIAL ADVISORS, INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that TOBIAS FINANCIAL ADVISORS, INC. owns currently or has owned in the past.