$253 Million is the total value of TOBIAS FINANCIAL ADVISORS, INC.'s 66 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 2.8% |
| APPLE INC | 19 | Q2 2024 | 3.4% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 1.4% |
| VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 1.9% |
| AMAZON COM INC | 19 | Q2 2024 | 1.1% |
| SPDR S&P 500 Value ETF | 19 | Q2 2024 | 1.0% |
| VANGUARD WHITEHALL FDS | 19 | Q2 2024 | 0.5% |
| MICROSOFT CORP | 19 | Q2 2024 | 0.4% |
| SPDR SER TR | 18 | Q2 2024 | 28.0% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 9.1% |
View TOBIAS FINANCIAL ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View TOBIAS FINANCIAL ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.