$298 Million is the total value of TOBIAS FINANCIAL ADVISORS, INC.'s 86 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $42,016,000 | – | 558,283 | +100.0% | 14.11% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $18,254,000 | – | 158,457 | +100.0% | 6.13% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $7,411,000 | – | 234,518 | +100.0% | 2.49% | – | |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $2,198,000 | – | 54,644 | +100.0% | 0.74% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $2,093,000 | – | 72,430 | +100.0% | 0.70% | – | |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $743,000 | – | 7,203 | +100.0% | 0.25% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $711,000 | – | 3,610 | +100.0% | 0.24% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $673,000 | – | 8,765 | +100.0% | 0.23% | – |
| MUB | New | ISHARES TRnational mun etf | $455,000 | – | 4,276 | +100.0% | 0.15% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $388,000 | – | 4,092 | +100.0% | 0.13% | – |
| KIM | New | KIMCO RLTY CORP | $331,000 | – | 16,747 | +100.0% | 0.11% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $221,000 | – | 810 | +100.0% | 0.07% | – |
| HD | New | HOME DEPOT INC | $217,000 | – | 790 | +100.0% | 0.07% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $201,000 | – | 1,918 | +100.0% | 0.07% | – |
| FNGU | New | BANK OF MONTREALmicrosectors idx | $77,000 | – | 10,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.