TOBIAS FINANCIAL ADVISORS, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TF TOBIAS FINANCIAL ADVISORS, INC. | Institutional Filer | ▲ 1.47% | $718.3M | 143 |
Current Portfolio Holdings
Showing all 143 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | — | 4.2M | $107.1M | 14.90% |
| 2 | IQLT | ISHARES TR | — | 1.0M | $47.5M | 6.62% |
| 3 | BSV | VANGUARD BD INDEX FDS | — | 543K | $42.6M | 5.93% |
| 4 | RLY | SSGA ACTIVE ETF TR | — | 1.1M | $38.7M | 5.39% |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | — | 155K | $36.9M | 5.14% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | — | 596K | $31.5M | 4.38% |
| 7 | VUG | VANGUARD INDEX FDS | — | 69K | $30.2M | 4.21% |
| 8 | IEMG | ISHARES INC | — | 401K | $28.0M | 3.89% |
| 9 | DFLV | DIMENSIONAL ETF TRUST | — | 691K | $24.7M | 3.44% |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | — | 395K | $21.3M | 2.97% |
| 11 | DFIS | DIMENSIONAL ETF TRUST | — | 616K | $20.7M | 2.89% |
| 12 | QUAL | ISHARES TR | — | 106K | $20.3M | 2.82% |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 306K | $17.3M | 2.41% |
| 14 | VNQ | VANGUARD INDEX FDS | — | 188K | $16.6M | 2.32% |
| 15 | DFSV | DIMENSIONAL ETF TRUST | — | 448K | $15.7M | 2.19% |
Showing 1 to 15 of 143 holdings