News + Filings Holdings
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TOBIAS FINANCIAL ADVISORS, INC.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 590,303 | 369,880 | 44,609,161,000 | 44,592,669,000 | 12.02 | |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| LDUR | Common | 235,814 | 40,082 | 22,105,412,000 | 22,086,874,000 | 5.96 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IQLT | Common | 532,254 | 27,745 | 18,948,242,000 | 18,934,227,000 | 5.11 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BNDS | Common | 688,704 | 124,183 | 17,472,428,000 | 17,458,343,000 | 4.71 | |
Hist
| 06/30/2023 |
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INTERCALLNET INC
| ICLN | Common | 638,501 | 43,355 | 11,748,422,000 | 11,737,061,000 | 3.17 | |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DWM | Common | 200,694 | 17,761 | 10,040,697,000 | 10,033,352,000 | 2.71 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 165,273 | 24,114 | 6,723,289,000 | 6,718,138,000 | 1.81 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 60,186 | 26,454 | 6,261,751,000 | 6,258,288,000 | 1.69 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWN | RUSL 2000 VALU | 39,271 | 4,226 | 5,529,298,000 | 5,524,780,000 | 1.49 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWO | ETF | 21,445 | 1,797 | 5,203,757,000 | 5,199,698,000 | 1.40 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJT | S&P SMLCP Grow | 45,242 | 3 | 5,199,613,000 | 5,195,014,000 | 1.40 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVW | S&P500 GRW | 64,331 | 39,689 | 4,534,049,000 | 4,532,623,000 | 1.22 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 112,899 | 15,161 | 4,466,284,000 | 4,462,875,000 | 1.20 | |
Hist
| 06/30/2023 |
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SPDR S&P International Small Cap ETF
| GWX | common | 136,387 | 57,286 | 4,161,176,000 | 4,159,114,000 | 1.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MEAR | Common | 80,195 | 7,374 | 4,000,929,000 | 3,997,314,000 | 1.08 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 18,689 | 1,382 | 3,625,041,000 | 3,622,649,000 | 0.98 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 32,914 | 29,409 | 3,512,911,000 | 3,512,551,000 | 0.95 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 26,680 | 17,456 | 2,613,306,000 | 2,612,417,000 | 0.70 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLYG | Common | 22,061 | 1,155 | 1,697,792,000 | 1,696,368,000 | 0.46 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 9,460 | 1,645 | 1,233,206,000 | 1,232,323,000 | 0.33 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| AOA | Common | 16,205 | 2,699 | 1,075,031,000 | 1,074,282,000 | 0.29 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,926 | 115 | 655,763,000 | 655,341,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 2,664 | 624 | 612,027,000 | 611,629,000 | 0.16 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| DSV | Common | 5,772 | 811 | 445,557,000 | 445,224,000 | 0.12 | |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 1,575 | 59 | 374,042,000 | 373,773,000 | 0.10 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 1,320 | 291 | 345,540,000 | 345,267,000 | 0.09 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 2,600 | 505 | 311,220,000 | 311,020,000 | 0.08 | |
Hist
| 06/30/2023 |
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