The Analysis of TOBIAS FINANCIAL ADVISORS, INC.'s Holdings
Currently, TOBIAS FINANCIAL ADVISORS, INC. holds 132 types of securities in its portfolio with a total value $658.2M. In the most recent quarter, they have increased their positions in RLY (+963.2K shares, valued at $29.7M), IEMG (+337.7K shares, valued at $22.3M), SPAB (+213.0K shares, valued at $5.5M); decreased their positions in USFR (-565.3K shares, valued at $28.4M), MUB (-29.5K shares, valued at $3.1M), IVV (-896 shares, valued at $599.7K); initiated new positions in RLY (+963.2K shares, valued at $29.7M), ABBV (+1.6K shares, valued at $377.1K), CVX (+1.9K shares, valued at $294.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPAB SPDR SERIES TRUST3.7M shares6.12%2025-09-302025-11-03
IQLT ISHARES TR953.5K shares5.51%2025-09-302025-11-03 QQQM INVESCO EXCH TRADED FD TR II158.4K shares1.03%2025-09-302025-11-03 BSV VANGUARD BD INDEX FDS488.5K shares3.93%2025-09-302025-11-03 VUG VANGUARD INDEX FDS74.4K shares-1.02%2025-09-302025-11-03 RLY SSGA ACTIVE ETF TR963.2K sharesnew addition2025-09-302025-11-03 IEMG ISHARES INC370.9K shares1017.24%2025-09-302025-11-03 DFIV DIMENSIONAL ETF TRUST470.7K shares10.34%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F376.9K shares6.30%2025-09-302025-11-03 QUAL ISHARES TR100.9K shares2.64%2025-09-302025-11-03 DFLV DIMENSIONAL ETF TRUST524.8K shares14.62%2025-09-302025-11-03 REZ ISHARES TR181.1K shares0.96%2025-09-302025-11-03 JEPI J P MORGAN EXCHANGE TRADED F265.7K shares1.82%2025-09-302025-11-03 DFIS DIMENSIONAL ETF TRUST457.4K shares9.61%2025-09-302025-11-03 IWO ISHARES TR42.8K shares10.20%2025-09-302025-11-03 IWF ISHARES TR25.9K shares-0.63%2025-09-302025-11-03 DFSV DIMENSIONAL ETF TRUST364.0K shares25.17%2025-09-302025-11-03 BND VANGUARD BD INDEX FDS140.7K shares1.08%2025-09-302025-11-03 DFUV DIMENSIONAL ETF TRUST210.0K shares-0.08%2025-09-302025-11-03 SPYG SPDR SERIES TRUST84.4K shares-2.46%2025-09-302025-11-03 CWI SPDR INDEX SHS FDS190.9K shares-0.42%2025-09-302025-11-03 IVW ISHARES TR55.1K shares-1.00%2025-09-302025-11-03 AAPL APPLE INC23.1K shares5.14%2025-09-302025-11-03 AGG ISHARES TR58.4K shares0.77%2025-09-302025-11-03 DLN WISDOMTREE TR66.9K shares-1.47%2025-09-302025-11-03 SUB ISHARES TR46.7K shares-9.04%2025-09-302025-11-03 VIGI VANGUARD WHITEHALL FDS49.8K shares-0.60%2025-09-302025-11-03 QQQ INVESCO QQQ TR6.9K shares15.87%2025-09-302025-11-03 GWX SPDR INDEX SHS FDS99.9K shares-1.22%2025-09-302025-11-03 VTV VANGUARD INDEX FDS21.4K shares0.66%2025-09-302025-11-03 DWM WISDOMTREE TR55.9K shares-2.75%2025-09-302025-11-03 EEM ISHARES TR67.9K shares-1.37%2025-09-302025-11-03 IWN ISHARES TR20.1K shares-0.98%2025-09-302025-11-03 IWD ISHARES TR17.4K shares1.45%2025-09-302025-11-03 IJT ISHARES TR24.2K shares-1.41%2025-09-302025-11-03 VSS VANGUARD INTL EQUITY INDEX F23.3K shares0.23%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS15.0K shares0.74%2025-09-302025-11-03 NVDA NVIDIA CORPORATION17.3K shares11.55%2025-09-302025-11-03 IUSV ISHARES TR32.0K shares0.00%2025-09-302025-11-03 SPEM SPDR INDEX SHS FDS67.4K shares-1.56%2025-09-302025-11-03 MSFT MICROSOFT CORP6.1K shares10.97%2025-09-302025-11-03 IVE ISHARES TR14.6K shares-3.23%2025-09-302025-11-03 EFA ISHARES TR31.0K shares-1.56%2025-09-302025-11-03 AMZN AMAZON COM INC12.2K shares6.05%2025-09-302025-11-03 PWB INVESCO EXCHANGE TRADED FD T20.2K shares-2.28%2025-09-302025-11-03 IEFA ISHARES TR28.5K shares1.38%2025-09-302025-11-03 IVV ISHARES TR3.6K shares-20.09%2025-09-302025-11-03 VBK VANGUARD INDEX FDS7.2K shares-0.14%2025-09-302025-11-03 VBR VANGUARD INDEX FDS10.1K shares-0.72%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR3.1K shares15.73%2025-09-302025-11-03 VEU VANGUARD INTL EQUITY INDEX F25.9K shares-0.05%2025-09-302025-11-03 AOA ISHARES TR19.8K shares12.14%2025-09-302025-11-03 SLYG SPDR SERIES TRUST18.3K shares-1.24%2025-09-302025-11-03 DIA SPDR DOW JONES INDL AVERAGE3.6K shares1.71%2025-09-302025-11-03 SPYD SPDR SERIES TRUST35.0K shares-1.61%2025-09-302025-11-03 IJS ISHARES TR13.8K shares-1.80%2025-09-302025-11-03 DFAT DIMENSIONAL ETF TRUST26.0K shares-0.14%2025-09-302025-11-03 GSLC GOLDMAN SACHS ETF TR10.7K shares0.00%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS22.5K shares-3.58%2025-09-302025-11-03 EFV ISHARES TR19.1K shares0.15%2025-09-302025-11-03 V VISA INC3.7K shares2.12%2025-09-302025-11-03 VTWV VANGUARD SCOTTSDALE FDS7.7K shares0.00%2025-09-302025-11-03 SPYV SPDR SERIES TRUST21.2K shares7.39%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW1.2K shares4.99%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS7.7K shares5.44%2025-09-302025-11-03 TSPA T ROWE PRICE ETF INC25.3K shares1.43%2025-09-302025-11-03 WMT WALMART INC9.9K shares4.98%2025-09-302025-11-03 META META PLATFORMS INC1.4K shares14.10%2025-09-302025-11-03 SCZ ISHARES TR13.0K shares-3.82%2025-09-302025-11-03 GOOG ALPHABET INC4.1K shares5.36%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON5.3K shares7.73%2025-09-302025-11-03 AVGO BROADCOM INC2.7K shares40.85%2025-09-302025-11-03 GOOGL ALPHABET INC3.7K shares5.91%2025-09-302025-11-03 VOOV VANGUARD ADMIRAL FDS INC4.4K shares0.57%2025-09-302025-11-03 VTWO VANGUARD SCOTTSDALE FDS8.3K shares0.05%2025-09-302025-11-03 HD HOME DEPOT INC2.0K shares110.59%2025-09-302025-11-03 VDC VANGUARD WORLD FD3.7K shares0.00%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.2.4K shares15.63%2025-09-302025-11-03 VTI VANGUARD INDEX FDS2.3K shares0.09%2025-09-302025-11-03 SPG SIMON PPTY GROUP INC NEW3.7K shares-0.77%2025-09-302025-11-03 GLD SPDR GOLD TR1.8K shares1.01%2025-09-302025-11-03 MA MASTERCARD INCORPORATED1.1K shares12.19%2025-09-302025-11-03 NFLX NETFLIX INC500 shares8.23%2025-09-302025-11-03 IYW ISHARES TR3.0K shares0.00%2025-09-302025-11-03 JPST J P MORGAN EXCHANGE TRADED F10.4K shares-8.43%2025-09-302025-11-03 LLY ELI LILLY & CO683 shares18.99%2025-09-302025-11-03 FNDX SCHWAB STRATEGIC TR17.9K shares0.00%2025-09-302025-11-03 XOM EXXON MOBIL CORP4.2K shares1.17%2025-09-302025-11-03 ORCL ORACLE CORP1.7K shares-5.51%2025-09-302025-11-03 MUB ISHARES TR4.3K shares-87.33%2025-09-302025-11-03 SCHX SCHWAB STRATEGIC TR16.9K shares-0.01%2025-09-302025-11-03 TT TRANE TECHNOLOGIES PLC950 shares16.42%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL786 shares8.41%2025-09-302025-11-03 TSLA TESLA INC862 shares21.92%2025-09-302025-11-03 IWR ISHARES TR3.9K shares33.53%2025-09-302025-11-03 ABBV ABBVIE INC1.6K sharesnew addition2025-09-302025-11-03 VOO VANGUARD INDEX FDS593 shares9.21%2025-09-302025-11-03 VONV VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-09-302025-11-03 SLYV SPDR SERIES TRUST3.5K shares0.00%2025-09-302025-11-03 CVX CHEVRON CORP NEW1.9K sharesnew addition2025-09-302025-11-03 WFC WELLS FARGO CO NEW3.4K shares12.18%2025-09-302025-11-03 VZ VERIZON COMMUNICATIONS INC6.4K sharesnew addition2025-09-302025-11-03 USFR WISDOMTREE TR5.5K shares-99.03%2025-09-302025-11-03 BOND PIMCO ETF TR2.9K shares1.30%2025-09-302025-11-03 IBIT ISHARES BITCOIN TRUST ETF4.1K shares-25.89%2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS945 sharesnew addition2025-09-302025-11-03 AIZ ASSURANT INC1.2K shares2.17%2025-09-302025-11-03 NEE NEXTERA ENERGY INC3.5K shares5.42%2025-09-302025-11-03 VB VANGUARD INDEX FDS1.0K shares-9.02%2025-09-302025-11-03 KIM KIMCO RLTY CORP11.6K shares-22.13%2025-09-302025-11-03 SYK STRYKER CORPORATION684 shares2.24%2025-09-302025-11-03 LDUR PIMCO ETF TR2.6K shares0.81%2025-09-302025-11-03 VXUS VANGUARD STAR FDS3.4K shares0.12%2025-09-302025-11-03 KO COCA COLA CO3.8K shares6.47%2025-09-302025-11-03 DGRO ISHARES TR3.7K shares0.52%2025-09-302025-11-03 IEI ISHARES TR2.0K shares0.00%2025-09-302025-11-03 ETN EATON CORP PLC625 shares-1.73%2025-09-302025-11-03 PGR PROGRESSIVE CORP941 shares10.19%2025-09-302025-11-03 IWM ISHARES TR954 sharesnew addition2025-09-302025-11-03 GS GOLDMAN SACHS GROUP INC288 shares0.00%2025-09-302025-11-03 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-03 NOC NORTHROP GRUMMAN CORP362 sharesnew addition2025-09-302025-11-03 UNH UNITEDHEALTH GROUP INC638 shares-16.93%2025-09-302025-11-03 IJR ISHARES TR1.8K sharesnew addition2025-09-302025-11-03 ITB ISHARES TR2.0K sharesnew addition2025-09-302025-11-03 BAC BANK AMERICA CORP4.1K sharesnew addition2025-09-302025-11-03 AOR ISHARES TR3.3K sharesnew addition2025-09-302025-11-03 VOT VANGUARD INDEX FDS705 sharesnew addition2025-09-302025-11-03 MESO MESOBLAST LTD10.0K shares0.00%2025-09-302025-11-03 ESRT EMPIRE ST RLTY TR INC14.2K shares0.00%2025-09-302025-11-03 ECOR ELECTROCORE INC10.0K shares0.00%2025-09-302025-11-03 SKYX SKYX PLATFORMS CORP16.5K sharesnew addition2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available