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

Currently, TOBIAS FINANCIAL ADVISORS, INC. holds 146 types of securities in its portfolio with a total value $707.9M. In the most recent quarter, they have increased their positions in VNQ (+175.6K shares, valued at $15.5M), SPAB (+212.2K shares, valued at $5.5M), DFIV (+81.8K shares, valued at $4.1M); decreased their positions in REZ (-178.2K shares, valued at $14.7M), QQQM (-2.6K shares, valued at $653.5K), BND (-6.9K shares, valued at $507.8K); initiated new positions in VNQ (+175.6K shares, valued at $15.5M), HIG (+6.8K shares, valued at $941.5K), CSCO (+4.6K shares, valued at $355.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPAB SPDR SERIES TRUST3.9M shares5.75%2025-12-312026-02-13

IQLT ISHARES TR1.0M shares9.18%2025-12-312026-02-13

BSV VANGUARD BD INDEX FDS505.7K shares3.52%2025-12-312026-02-13

QQQM INVESCO EXCH TRADED FD TR II155.8K shares-1.63%2025-12-312026-02-13

VUG VANGUARD INDEX FDS73.7K shares-0.88%2025-12-312026-02-13

RLY SSGA ACTIVE ETF TR1.0M shares8.29%2025-12-312026-02-13

DFIV DIMENSIONAL ETF TRUST552.5K shares17.37%2025-12-312026-02-13

IEMG ISHARES INC397.6K shares7.20%2025-12-312026-02-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F399.1K shares5.87%2025-12-312026-02-13

QUAL ISHARES TR103.8K shares2.84%2025-12-312026-02-13

DFLV DIMENSIONAL ETF TRUST600.0K shares14.33%2025-12-312026-02-13

DFIS DIMENSIONAL ETF TRUST571.2K shares24.89%2025-12-312026-02-13

JEPI J P MORGAN EXCHANGE TRADED F289.3K shares8.86%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS175.6K sharesnew addition2025-12-312026-02-13

IWO ISHARES TR43.4K shares1.48%2025-12-312026-02-13

DFSV DIMENSIONAL ETF TRUST414.6K shares13.91%2025-12-312026-02-13

Sponsored

IWF ISHARES TR25.6K shares-1.11%2025-12-312026-02-13

BND VANGUARD BD INDEX FDS133.9K shares-4.87%2025-12-312026-02-13

DFUV DIMENSIONAL ETF TRUST209.7K shares-0.14%2025-12-312026-02-13

SPYG SPDR SERIES TRUST80.5K shares-4.69%2025-12-312026-02-13

AAPL APPLE INC26.6K shares14.94%2025-12-312026-02-13

CWI SPDR INDEX SHS FDS190.4K shares-0.25%2025-12-312026-02-13

IVW ISHARES TR52.9K shares-4.06%2025-12-312026-02-13

DLN WISDOMTREE TR66.9K shares0.01%2025-12-312026-02-13

Sponsored

SUB ISHARES TR54.8K shares17.37%2025-12-312026-02-13

AGG ISHARES TR57.1K shares-2.31%2025-12-312026-02-13

VIGI VANGUARD WHITEHALL FDS52.6K shares5.75%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR7.2K shares3.79%2025-12-312026-02-13

VTV VANGUARD INDEX FDS21.7K shares1.05%2025-12-312026-02-13

GWX SPDR INDEX SHS FDS99.1K shares-0.87%2025-12-312026-02-13

NVDA NVIDIA CORPORATION20.8K shares20.30%2025-12-312026-02-13

EEM ISHARES TR66.7K shares-1.77%2025-12-312026-02-13

Sponsored

DWM WISDOMTREE TR52.8K shares-5.54%2025-12-312026-02-13

IWD ISHARES TR17.1K shares-1.39%2025-12-312026-02-13

IWN ISHARES TR19.4K shares-3.96%2025-12-312026-02-13

VSS VANGUARD INTL EQUITY INDEX F24.4K shares4.96%2025-12-312026-02-13

MSFT MICROSOFT CORP7.0K shares15.12%2025-12-312026-02-13

IJT ISHARES TR23.9K shares-1.44%2025-12-312026-02-13

AMZN AMAZON COM INC14.5K shares18.72%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS15.0K shares0.01%2025-12-312026-02-13

Sponsored

IUSV ISHARES TR32.0K shares0.00%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS68.9K shares2.28%2025-12-312026-02-13

IVE ISHARES TR14.6K shares-0.04%2025-12-312026-02-13

EFA ISHARES TR28.8K shares-7.15%2025-12-312026-02-13

IEFA ISHARES TR29.9K shares4.74%2025-12-312026-02-13

IVV ISHARES TR3.3K shares-6.54%2025-12-312026-02-13

VBK VANGUARD INDEX FDS7.1K shares-1.48%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR3.1K shares0.98%2025-12-312026-02-13

Sponsored

VBR VANGUARD INDEX FDS9.9K shares-1.99%2025-12-312026-02-13

PWB INVESCO EXCHANGE TRADED FD T16.2K shares-19.53%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F26.4K shares2.03%2025-12-312026-02-13

ALPHABET INC ALPHABET INC5.8K shares59.82%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE3.6K shares0.00%2025-12-312026-02-13

SLYG SPDR SERIES TRUST18.0K shares-2.09%2025-12-312026-02-13

AOA ISHARES TR18.8K shares-4.92%2025-12-312026-02-13

IJS ISHARES TR13.8K shares-0.01%2025-12-312026-02-13

Sponsored

DFAT DIMENSIONAL ETF TRUST25.9K shares-0.25%2025-12-312026-02-13

SPYD SPDR SERIES TRUST34.2K shares-2.54%2025-12-312026-02-13

V VISA INC4.2K shares12.95%2025-12-312026-02-13

BROADCOM INC BROADCOM INC4.2K shares52.61%2025-12-312026-02-13

GSLC GOLDMAN SACHS ETF TR10.7K shares0.00%2025-12-312026-02-13

EFV ISHARES TR19.1K shares0.13%2025-12-312026-02-13

ALPHABET INC ALPHABET INC4.2K shares3.23%2025-12-312026-02-13

WMT WALMART INC11.8K shares19.13%2025-12-312026-02-13

Sponsored

VYM VANGUARD WHITEHALL FDS8.6K shares11.40%2025-12-312026-02-13

VTWV VANGUARD SCOTTSDALE FDS7.7K shares0.00%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON5.8K shares10.77%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.3.5K shares47.43%2025-12-312026-02-13

SPYV SPDR SERIES TRUST19.9K shares-6.13%2025-12-312026-02-13

META META PLATFORMS INC1.7K shares23.34%2025-12-312026-02-13

TSPA T ROWE PRICE ETF INC25.3K shares0.00%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS16.5K shares-26.58%2025-12-312026-02-13

Sponsored

SCZ ISHARES TR12.9K shares-0.59%2025-12-312026-02-13

HIG HARTFORD INSURANCE GROUP INC6.8K sharesnew addition2025-12-312026-02-13

GLD SPDR GOLD TR2.3K shares28.63%2025-12-312026-02-13

VOOV VANGUARD ADMIRAL FDS INC4.4K shares0.00%2025-12-312026-02-13

VTI VANGUARD INDEX FDS2.5K shares9.83%2025-12-312026-02-13

VTWO VANGUARD SCOTTSDALE FDS8.3K shares0.06%2025-12-312026-02-13

VXUS VANGUARD STAR FDS10.6K shares211.22%2025-12-312026-02-13

HD HOME DEPOT INC2.3K shares14.73%2025-12-312026-02-13

Sponsored

MA MASTERCARD INCORPORATED1.3K shares16.43%2025-12-312026-02-13

AIZ ASSURANT INC3.0K shares141.27%2025-12-312026-02-13

SPG SIMON PPTY GROUP INC NEW3.8K shares1.52%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW746 shares-37.83%2025-12-312026-02-13

LLY ELI LILLY & CO588 shares-13.91%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares57.89%2025-12-312026-02-13

IYW ISHARES TR3.0K shares0.00%2025-12-312026-02-13

JPST J P MORGAN EXCHANGE TRADED F11.1K shares6.59%2025-12-312026-02-13

Sponsored

XOM EXXON MOBIL CORP4.5K shares8.45%2025-12-312026-02-13

FNDX SCHWAB STRATEGIC TR17.9K shares0.00%2025-12-312026-02-13

MUB ISHARES TR4.3K shares0.00%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR16.9K shares0.00%2025-12-312026-02-13

NFLX NETFLIX INC4.8K shares856.40%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS665 shares12.14%2025-12-312026-02-13

RTX RTX CORPORATION2.2K shares63.24%2025-12-312026-02-13

NEE NEXTERA ENERGY INC4.8K shares37.86%2025-12-312026-02-13

Sponsored

WFC WELLS FARGO CO NEW4.1K shares20.97%2025-12-312026-02-13

IWR ISHARES TR3.9K shares-0.43%2025-12-312026-02-13

KO COCA COLA CO5.1K shares36.02%2025-12-312026-02-13

CSCO CISCO SYS INC4.6K sharesnew addition2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC403 shares39.93%2025-12-312026-02-13

VONV VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-12-312026-02-13

ABBV ABBVIE INC1.5K shares-6.51%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR12.4K sharesnew addition2025-12-312026-02-13

Sponsored

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC853 shares-10.21%2025-12-312026-02-13

PGR PROGRESSIVE CORP1.4K shares47.18%2025-12-312026-02-13

SLYV SPDR SERIES TRUST3.5K shares-2.09%2025-12-312026-02-13

CVX CHEVRON CORP NEW2.0K shares4.64%2025-12-312026-02-13

ABT ABBOTT LABS2.4K sharesnew addition2025-12-312026-02-13

ORCL ORACLE CORP1.5K shares-11.06%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC492 sharesnew addition2025-12-312026-02-13

Sponsored

TSLA TESLA INC627 shares-27.26%2025-12-312026-02-13

IJR ISHARES TR2.3K shares24.70%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO1.9K sharesnew addition2025-12-312026-02-13

BOND PIMCO ETF TR2.9K shares1.28%2025-12-312026-02-13

VB VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-02-13

PH PARKER-HANNIFIN CORP296 sharesnew addition2025-12-312026-02-13

XLE SELECT SECTOR SPDR TR5.8K sharesnew addition2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC238 sharesnew addition2025-12-312026-02-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2025-12-312026-02-13

LDUR PIMCO ETF TR2.6K shares1.07%2025-12-312026-02-13

MESOBLAST LTD MESOBLAST LTD13.8K shares38.28%2025-12-312026-02-13

AIRR FIRST TR EXCHANGE TRADED FD2.5K sharesnew addition2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS833 shares-11.85%2025-12-312026-02-13

IEI ISHARES TR2.0K shares0.00%2025-12-312026-02-13

AZN ASTRAZENECA PLC2.6K sharesnew addition2025-12-312026-02-13

REZ ISHARES TR2.9K shares-98.41%2025-12-312026-02-13

Sponsored

EATON CORP PLC EATON CORP PLC746 shares19.36%2025-12-312026-02-13

IWM ISHARES TR961 shares0.73%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD778 sharesnew addition2025-12-312026-02-13

KIM KIMCO RLTY CORP11.7K shares0.48%2025-12-312026-02-13

SYK STRYKER CORPORATION665 shares-2.78%2025-12-312026-02-13

ITA ISHARES TR1.1K sharesnew addition2025-12-312026-02-13

AOR ISHARES TR3.5K shares8.69%2025-12-312026-02-13

PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2025-12-312026-02-13

Sponsored

NOC NORTHROP GRUMMAN CORP379 shares4.70%2025-12-312026-02-13

IBIT ISHARES BITCOIN TRUST ETF4.3K shares4.87%2025-12-312026-02-13

AMGN AMGEN INC651 sharesnew addition2025-12-312026-02-13

DIS DISNEY WALT CO1.8K sharesnew addition2025-12-312026-02-13

GLDM WORLD GOLD TR2.4K sharesnew addition2025-12-312026-02-13

BAC BANK AMERICA CORP3.7K shares-9.07%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE663 sharesnew addition2025-12-312026-02-13

ESRT EMPIRE ST RLTY TR INC14.2K shares0.00%2025-12-312026-02-13

Sponsored

ELECTROCORE INC ELECTROCORE INC10.0K shares0.00%2025-12-312026-02-13

SKYX SKYX PLATFORMS CORP16.5K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available