$1.27 Billion is the total value of TOBIAS FINANCIAL ADVISORS, INC.'s 67 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 2.6% |
| APPLE INC | 16 | Q3 2023 | 3.4% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 1.4% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 1.9% |
| AMAZON COM INC | 16 | Q3 2023 | 1.1% |
| SPDR S&P 500 Value ETF | 16 | Q3 2023 | 1.0% |
| VANGUARD WHITEHALL FDS | 16 | Q3 2023 | 0.5% |
| MICROSOFT CORP | 16 | Q3 2023 | 0.4% |
| SPDR SER TR | 15 | Q3 2023 | 28.0% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 9.1% |
View TOBIAS FINANCIAL ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-09 |
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.