Sponsored

The Analysis of TOBIAS FINANCIAL ADVISORS, INC.'s Holdings & P&L

Currently, TOBIAS FINANCIAL ADVISORS, INC. holds 143 types of securities in its portfolio with a total value $718.3M. In the most recent quarter, they have increased their positions in SPAB (+273.8K shares, valued at $7.0M), DFLV (+91.2K shares, valued at $3.3M), BSV (+37.8K shares, valued at $3.0M); decreased their positions in VUG (-4.5K shares, valued at $2.0M), IVE (-5.5K shares, valued at $1.2M), DWM (-13.7K shares, valued at $954.3K); initiated new positions in MSI (+1.0K shares, valued at $441.8K), SOXX (+967 shares, valued at $317.7K), COWZ (+4.6K shares, valued at $290.0K).

1M P&L

+1.2M+0.16%

3M P&L

-27.1M-3.45%

HY P&L

-170.8M-18.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A676.6M

95.5%

2Consumer Electronics6.2M

0.9%

3Semiconductors3.7M

0.5%

Top Industries by Stock Count

1N/A90 stocks

68.2%

2Drug Manufacturers - General3 stocks

2.3%

3Insurance - Property & Casualty3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPAB SPDR SERIES TRUST4.2M shares7.01%2026-03-312026-05-13

IQLT ISHARES TR1.0M shares-1.26%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS543.5K shares7.47%2026-03-312026-05-13

RLY SSGA ACTIVE ETF TR1.1M shares2.68%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II155.4K shares-0.30%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST596.0K shares7.88%2026-03-312026-05-13

VUG VANGUARD INDEX FDS69.2K shares-6.16%2026-03-312026-05-13

IEMG ISHARES INC400.8K shares0.83%2026-03-312026-05-13

Sponsored

DFLV DIMENSIONAL ETF TRUST691.2K shares15.20%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F394.5K shares-1.14%2026-03-312026-05-13

DFIS DIMENSIONAL ETF TRUST615.7K shares7.80%2026-03-312026-05-13

QUAL ISHARES TR105.7K shares1.83%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F305.7K shares5.68%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS187.5K shares6.77%2026-03-312026-05-13

DFSV DIMENSIONAL ETF TRUST447.9K shares8.04%2026-03-312026-05-13

IWO ISHARES TR42.4K shares-2.40%2026-03-312026-05-13

Sponsored

IWF ISHARES TR25.5K shares-0.29%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST205.3K shares-2.12%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS134.4K shares0.42%2026-03-312026-05-13

SPYG SPDR SERIES TRUST84.3K shares4.84%2026-03-312026-05-13

SUB ISHARES TR70.9K shares29.34%2026-03-312026-05-13

CWI SPDR INDEX SHS FDS183.5K shares-3.65%2026-03-312026-05-13

AAPL APPLE INC24.6K shares-7.58%2026-03-312026-05-13

IVW ISHARES TR50.8K shares-3.86%2026-03-312026-05-13

Sponsored

AGG ISHARES TR56.5K shares-1.05%2026-03-312026-05-13

DLN WISDOMTREE TR61.4K shares-8.18%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS102.3K shares48.44%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F32.7K shares33.91%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR7.3K shares0.92%2026-03-312026-05-13

VTV VANGUARD INDEX FDS20.5K shares-5.22%2026-03-312026-05-13

GWX SPDR INDEX SHS FDS90.7K shares-8.47%2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS42.1K shares-20.02%2026-03-312026-05-13

Sponsored

IWD ISHARES TR16.5K shares-4.04%2026-03-312026-05-13

NVDA NVIDIA CORPORATION19.9K shares-4.69%2026-03-312026-05-13

IWN ISHARES TR17.8K shares-7.79%2026-03-312026-05-13

IEFA ISHARES TR36.8K shares22.99%2026-03-312026-05-13

IUSV ISHARES TR31.9K shares-0.41%2026-03-312026-05-13

EEM ISHARES TR56.4K shares-15.47%2026-03-312026-05-13

IJT ISHARES TR21.4K shares-10.55%2026-03-312026-05-13

AMZN AMAZON COM INC13.9K shares-3.74%2026-03-312026-05-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS13.0K shares-13.31%2026-03-312026-05-13

DWM WISDOMTREE TR39.1K shares-25.86%2026-03-312026-05-13

EFA ISHARES TR26.7K shares-7.13%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F29.9K shares13.42%2026-03-312026-05-13

VBK VANGUARD INDEX FDS7.3K shares4.01%2026-03-312026-05-13

VBR VANGUARD INDEX FDS9.3K shares-5.45%2026-03-312026-05-13

IVV ISHARES TR3.0K shares-9.64%2026-03-312026-05-13

IVE ISHARES TR9.1K shares-37.87%2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP5.0K shares-27.91%2026-03-312026-05-13

AOA ISHARES TR20.4K shares8.60%2026-03-312026-05-13

PWB INVESCO EXCHANGE TRADED FD T13.5K shares-16.96%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND3.5K shares-1.43%2026-03-312026-05-13

IJS ISHARES TR13.7K shares-0.11%2026-03-312026-05-13

SLYG SPDR SERIES TRUST16.0K shares-10.81%2026-03-312026-05-13

ALPHABET INC ALPHABET INC5.4K shares-8.42%2026-03-312026-05-13

SPYD SPDR SERIES TRUST33.0K shares-3.31%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.3K shares-26.15%2026-03-312026-05-13

WMT WALMART INC11.2K shares-4.95%2026-03-312026-05-13

EFV ISHARES TR18.4K shares-3.32%2026-03-312026-05-13

SPYV SPDR SERIES TRUST23.9K shares19.67%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR10.7K shares0.00%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST21.4K shares-17.58%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS8.7K shares0.80%2026-03-312026-05-13

VTWV VANGUARD SCOTTSDALE FDS7.5K shares-2.18%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC4.0K shares-3.85%2026-03-312026-05-13

V VISA INC3.8K shares-8.19%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS17.1K shares3.58%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON4.4K shares-25.09%2026-03-312026-05-13

TSPA T ROWE PRICE ETF INC25.3K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.5K shares-16.69%2026-03-312026-05-13

SCZ ISHARES TR12.7K shares-2.15%2026-03-312026-05-13

GLD SPDR GOLD TR2.2K shares-6.96%2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO3.1K shares-12.03%2026-03-312026-05-13

VOOV VANGUARD ADMIRAL FDS INC4.4K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC1.5K shares-9.55%2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS8.3K shares0.04%2026-03-312026-05-13

VXUS VANGUARD STAR FDS10.5K shares-1.38%2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC5.7K shares-16.33%2026-03-312026-05-13

HD HOME DEPOT INC2.4K shares4.03%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.3K shares-6.26%2026-03-312026-05-13

Sponsored

SPG SIMON PPTY GROUP INC NEW3.8K shares-0.60%2026-03-312026-05-13

XOM EXXON MOBIL CORP3.8K shares-16.41%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION608 shares-18.50%2026-03-312026-05-13

AIZ ASSURANT INC2.5K shares-14.50%2026-03-312026-05-13

IYW ISHARES TR3.0K shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS843 shares26.77%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR17.9K shares0.00%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F9.3K shares-16.42%2026-03-312026-05-13

Sponsored

MA MASTERCARD INCORPORATED938 shares-25.20%2026-03-312026-05-13

LLY ELI LILLY & CO495 shares-15.82%2026-03-312026-05-13

MUB ISHARES TR4.3K shares-0.33%2026-03-312026-05-13

NEE NEXTERA ENERGY INC4.8K shares0.06%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL930 shares-25.06%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC1.0K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR16.9K shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC.4.3K shares-10.85%2026-03-312026-05-13

Sponsored

IWR ISHARES TR4.0K shares1.33%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR12.4K shares-0.25%2026-03-312026-05-13

KO COCA COLA CO4.8K shares-6.93%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.7K shares-16.02%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR5.6K shares-2.88%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC403 shares0.00%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC797 shares-6.57%2026-03-312026-05-13

Sponsored

RTX RTX CORPORATION1.7K shares-23.02%2026-03-312026-05-13

SLYV SPDR SERIES TRUST3.4K shares-2.51%2026-03-312026-05-13

SOXX ISHARES TR967 sharesnew addition2026-03-312026-05-13

CSCO CISCO SYS INC4.0K shares-12.45%2026-03-312026-05-13

COWZ PACER FDS TR4.6K sharesnew addition2026-03-312026-05-13

IYR ISHARES TR3.1K sharesnew addition2026-03-312026-05-13

TSLA TESLA INC765 shares22.01%2026-03-312026-05-13

IJR ISHARES TR2.3K shares0.04%2026-03-312026-05-13

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD2.5K shares0.00%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR3.2K sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO3.5K shares-14.68%2026-03-312026-05-13

VB VANGUARD INDEX FDS1.1K shares2.21%2026-03-312026-05-13

BOND PIMCO ETF TR3.0K shares1.30%2026-03-312026-05-13

KIM KIMCO REALTY CORP11.8K shares0.85%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP379 shares0.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC760 shares-2.31%2026-03-312026-05-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-05-13

ITA ISHARES TR1.2K shares7.64%2026-03-312026-05-13

ABBV ABBVIE INC1.2K shares-23.77%2026-03-312026-05-13

GEV GE VERNOVA INC289 sharesnew addition2026-03-312026-05-13

PGR PROGRESSIVE CORP1.3K shares-8.95%2026-03-312026-05-13

IWM ISHARES TR1.0K shares4.37%2026-03-312026-05-13

TJX TJX COS INC NEW1.5K sharesnew addition2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-03-312026-05-13

Sponsored

IEI ISHARES TR2.0K shares0.00%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP269 shares-9.12%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF6.3K shares45.49%2026-03-312026-05-13

GLDM WORLD GOLD TR2.5K shares4.48%2026-03-312026-05-13

AOR ISHARES TR3.3K shares-5.62%2026-03-312026-05-13

SYK STRYKER CORPORATION650 shares-2.26%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO850 sharesnew addition2026-03-312026-05-13

MESOBLAST LTD MESOBLAST LTD13.8K shares0.00%2026-03-312026-05-13

Sponsored

SLV ISHARES SILVER TR3.0K sharesnew addition2026-03-312026-05-13

ORCL ORACLE CORP1.4K shares-5.27%2026-03-312026-05-13

PWR QUANTA SVCS INC368 sharesnew addition2026-03-312026-05-13

VTEC VANGUARD CALIF TAX FREE FDS2.0K sharesnew addition2026-03-312026-05-13

ESRT EMPIRE ST RLTY TR INC14.2K shares0.00%2026-03-312026-05-13

ELECTROCORE INC ELECTROCORE INC10.0K shares0.00%2026-03-312026-05-13

SKYX SKYX PLATFORMS CORP16.5K shares0.00%2026-03-312026-05-13

SPAB

SPDR SERIES TRUST

7.01%

Shares4.2M

Event2026-03-31

Filed2026-05-13

IQLT

ISHARES TR

-1.26%

Shares1.0M

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

7.47%

Shares543.5K

Event2026-03-31

Filed2026-05-13

RLY

SSGA ACTIVE ETF TR

2.68%

Shares1.1M

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

-0.30%

Shares155.4K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

7.88%

Shares596.0K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-6.16%

Shares69.2K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

0.83%

Shares400.8K

Event2026-03-31

Filed2026-05-13

DFLV

DIMENSIONAL ETF TRUST

15.20%

Shares691.2K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-1.14%

Shares394.5K

Event2026-03-31

Filed2026-05-13

DFIS

DIMENSIONAL ETF TRUST

7.80%

Shares615.7K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

1.83%

Shares105.7K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

5.68%

Shares305.7K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

6.77%

Shares187.5K

Event2026-03-31

Filed2026-05-13

DFSV

DIMENSIONAL ETF TRUST

8.04%

Shares447.9K

Event2026-03-31

Filed2026-05-13

IWO

ISHARES TR

-2.40%

Shares42.4K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-0.29%

Shares25.5K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

-2.12%

Shares205.3K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

0.42%

Shares134.4K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

4.84%

Shares84.3K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

29.34%

Shares70.9K

Event2026-03-31

Filed2026-05-13

CWI

SPDR INDEX SHS FDS

-3.65%

Shares183.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-7.58%

Shares24.6K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-3.86%

Shares50.8K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-1.05%

Shares56.5K

Event2026-03-31

Filed2026-05-13

DLN

WISDOMTREE TR

-8.18%

Shares61.4K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

48.44%

Shares102.3K

Event2026-03-31

Filed2026-05-13

VSS

VANGUARD INTL EQUITY INDEX F

33.91%

Shares32.7K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

0.92%

Shares7.3K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-5.22%

Shares20.5K

Event2026-03-31

Filed2026-05-13

GWX

SPDR INDEX SHS FDS

-8.47%

Shares90.7K

Event2026-03-31

Filed2026-05-13

VIGI

VANGUARD WHITEHALL FDS

-20.02%

Shares42.1K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

-4.04%

Shares16.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-4.69%

Shares19.9K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

-7.79%

Shares17.8K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

22.99%

Shares36.8K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

-0.41%

Shares31.9K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

-15.47%

Shares56.4K

Event2026-03-31

Filed2026-05-13

IJT

ISHARES TR

-10.55%

Shares21.4K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-3.74%

Shares13.9K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

-13.31%

Shares13.0K

Event2026-03-31

Filed2026-05-13

DWM

WISDOMTREE TR

-25.86%

Shares39.1K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-7.13%

Shares26.7K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

13.42%

Shares29.9K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

4.01%

Shares7.3K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

-5.45%

Shares9.3K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-9.64%

Shares3.0K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-37.87%

Shares9.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-27.91%

Shares5.0K

Event2026-03-31

Filed2026-05-13

AOA

ISHARES TR

8.60%

Shares20.4K

Event2026-03-31

Filed2026-05-13

PWB

INVESCO EXCHANGE TRADED FD T

-16.96%

Shares13.5K

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

-1.43%

Shares3.5K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

-0.11%

Shares13.7K

Event2026-03-31

Filed2026-05-13

SLYG

SPDR SERIES TRUST

-10.81%

Shares16.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-8.42%

Shares5.4K

Event2026-03-31

Filed2026-05-13

SPYD

SPDR SERIES TRUST

-3.31%

Shares33.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-26.15%

Shares2.3K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-4.95%

Shares11.2K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-3.32%

Shares18.4K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

19.67%

Shares23.9K

Event2026-03-31

Filed2026-05-13

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

-17.58%

Shares21.4K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

0.80%

Shares8.7K

Event2026-03-31

Filed2026-05-13

VTWV

VANGUARD SCOTTSDALE FDS

-2.18%

Shares7.5K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-3.85%

Shares4.0K

Event2026-03-31

Filed2026-05-13

VISA INC

-8.19%

Shares3.8K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

3.58%

Shares17.1K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-25.09%

Shares4.4K

Event2026-03-31

Filed2026-05-13

TSPA

T ROWE PRICE ETF INC

0.00%

Shares25.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-16.69%

Shares3.5K

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-2.15%

Shares12.7K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-6.96%

Shares2.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-12.03%

Shares3.1K

Event2026-03-31

Filed2026-05-13

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13