| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PAVM | Exit | PAVMED INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| MESO | Exit | MESOBLAST LTDspons adr | $0 | – | -20,000 | -100.0% | -0.01% | – |
| GLYC | Exit | GLYCOMIMETICS INC | $0 | – | -15,000 | -100.0% | -0.01% | – |
| Exit | ELECTROCORE INC | $0 | – | -10,200 | -100.0% | -0.02% | – | |
| ESRT | Exit | EMPIRE ST RLTY TR INCcl a | $0 | – | -14,188 | -100.0% | -0.03% | – |
| LOAN | Exit | MANHATTAN BRDG CAP INC | $0 | – | -41,097 | -100.0% | -0.05% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -4,076 | -100.0% | -0.05% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,778 | -100.0% | -0.06% | – |
| ALDX | Exit | ALDEYRA THERAPEUTICS INC | $0 | – | -34,173 | -100.0% | -0.06% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -5,954 | -100.0% | -0.06% | – | |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,852 | -100.0% | -0.06% | – |
| KIM | Exit | KIMCO RLTY CORP | $0 | – | -14,176 | -100.0% | -0.06% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -728 | -100.0% | -0.07% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,064 | -100.0% | -0.07% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -622 | -100.0% | -0.07% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,630 | -100.0% | -0.07% | – |
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -4,589 | -100.0% | -0.08% | – |
| FNDX | Exit | SCHWAB STRATEGIC TRschwab fdt us lg | $0 | – | -5,613 | -100.0% | -0.08% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,534 | -100.0% | -0.09% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,322 | -100.0% | -0.09% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,620 | -100.0% | -0.09% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -834 | -100.0% | -0.09% | – |
| V | Exit | VISA INC | $0 | – | -1,552 | -100.0% | -0.09% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -5,024 | -100.0% | -0.10% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -3,370 | -100.0% | -0.10% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -2,578 | -100.0% | -0.14% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,835 | -100.0% | -0.15% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -8,422 | -100.0% | -0.16% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -5,674 | -100.0% | -0.16% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -4,129 | -100.0% | -0.17% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -4,398 | -100.0% | -0.17% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -6,926 | -100.0% | -0.19% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -15,588 | -100.0% | -0.20% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -13,839 | -100.0% | -0.20% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -13,162 | -100.0% | -0.22% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -21,577 | -100.0% | -0.23% | – |
| VTWV | Exit | VANGUARD SCOTTSDALE FDSvng rus2000val | $0 | – | -7,661 | -100.0% | -0.24% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -21,147 | -100.0% | -0.27% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -24,917 | -100.0% | -0.29% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -13,225 | -100.0% | -0.31% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -9,460 | -100.0% | -0.32% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -23,704 | -100.0% | -0.32% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -27,674 | -100.0% | -0.33% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -28,231 | -100.0% | -0.35% | – |
| PWB | Exit | INVESCO EXCHANGE TRADED FD Tlarge cap growth | $0 | – | -21,125 | -100.0% | -0.38% | – |
| SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -20,877 | -100.0% | -0.40% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -9,899 | -100.0% | -0.41% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -23,230 | -100.0% | -0.42% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -11,415 | -100.0% | -0.46% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -52,778 | -100.0% | -0.49% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -65,095 | -100.0% | -0.57% | – |
| Exit | DIMENSIONAL ETF TRUSTintl small cap e | $0 | – | -108,643 | -100.0% | -0.62% | – | |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -15,999 | -100.0% | -0.65% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -16,336 | -100.0% | -0.66% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -21,193 | -100.0% | -0.75% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -20,864 | -100.0% | -0.76% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -26,747 | -100.0% | -0.77% | – |
| ACES | Exit | ALPS ETF TRclean energy | $0 | – | -83,961 | -100.0% | -0.81% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -33,051 | -100.0% | -0.82% | – |
| AAPL | Exit | APPLE INC | $0 | – | -18,665 | -100.0% | -0.84% | – |
| JSCP | Exit | J P MORGAN EXCHANGE TRADED Fshort dura core | $0 | – | -73,404 | -100.0% | -0.87% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -32,914 | -100.0% | -0.89% | – |
| GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -131,215 | -100.0% | -1.00% | – |
| Exit | DIMENSIONAL ETF TRUSTus small cap val | $0 | – | -151,600 | -100.0% | -1.01% | – | |
| MEAR | Exit | ISHARES U S ETF TRblackrock short | $0 | – | -78,317 | -100.0% | -1.02% | – |
| DWM | Exit | WISDOMTREE TRintl equity fd | $0 | – | -85,078 | -100.0% | -1.08% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -110,358 | -100.0% | -1.10% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -66,195 | -100.0% | -1.19% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -64,897 | -100.0% | -1.22% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -209,970 | -100.0% | -1.37% | – |
| Exit | DIMENSIONAL ETF TRUSTus large cap val | $0 | – | -221,098 | -100.0% | -1.44% | – | |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -92,661 | -100.0% | -1.44% | – |
| Exit | DIMENSIONAL ETF TRUSTinternatnal val | $0 | – | -190,613 | -100.0% | -1.63% | – | |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -63,302 | -100.0% | -1.71% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -173,964 | -100.0% | -1.79% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -31,387 | -100.0% | -1.85% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -508,308 | -100.0% | -1.95% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -124,306 | -100.0% | -2.01% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -29,133 | -100.0% | -2.03% | – |
| Exit | DIMENSIONAL ETF TRUSTus mktwide value | $0 | – | -237,276 | -100.0% | -2.12% | – | |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -137,567 | -100.0% | -2.52% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -89,754 | -100.0% | -3.10% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -483,358 | -100.0% | -3.82% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -316,173 | -100.0% | -4.18% | – | |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -774,460 | -100.0% | -4.95% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -76,790 | -100.0% | -5.49% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -150,509 | -100.0% | -5.82% | – |
| LDUR | Exit | PIMCO ETF TRenhncd lw dur ac | $0 | – | -255,322 | -100.0% | -6.28% | – |
| IQLT | Exit | ISHARES TRmsci intl qualty | $0 | – | -728,865 | -100.0% | -6.43% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -654,588 | -100.0% | -12.91% | – |
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.