TOBIAS FINANCIAL ADVISORS, INC. Holdings

TOBIAS FINANCIAL ADVISORS, INC. is an investment fund managing more than 283.48M US dollars. The largest holdings include Vanguard Total Bond Market Index Fund, PIMCO Enhanced Low Duration Active Exchange-Traded Fund and Invesco NASDAQ 100 ETF. In Q3 2022 the fund bought assets of total value of 37.08M US dollars and sold assets of total value of 51.23M US dollars.

$283.48M

portfolio value

-7.05%

quarter

-40.97%

1 year

TOBIAS FINANCIAL ADVISORS, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2020	4240000	20277000
Q2 2020	42847000	11170000
Q3 2020	12473000	423000
Q4 2020	32184000	3148000
Q1 2021	29501000	13197000
Q2 2021	26336000	9743000
Q3 2021	17059000	1699000
Q4 2021	1242188000	254120000
Q1 2022	275781000	1241403000
Q2 2022	92562000	84634000
Q3 2022	37084000	51227000

TOBIAS FINANCIAL ADVISORS, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Vanguard Total Bond Market Index Fund Portfolio share: 7.48% Portfolio value: 21.21M Avg. open price: N/A Current price: $72.92 P/L: N/A Sold -46.74% shares Q3 2022	share	7.48%	21.21M	N/A	$72.92	N/A	Sold -46.74% shares Q3 2022
PIMCO Enhanced Low Duration Active Exchange-Traded Fund Portfolio share: 6.54% Portfolio value: 18.53M Avg. open price: $98.59 Current price: $93.95 P/L: -4.70% Bought +70.09% shares Q3 2022	share	6.54%	18.53M	$98.59	$93.95	-4.70%	Bought +70.09% shares Q3 2022
Invesco NASDAQ 100 ETF Portfolio share: 6.26% Portfolio value: 17.75M Avg. open price: $115.2 Current price: $118.39 P/L: +2.77% Bought +1.92% shares Q3 2022	share	6.26%	17.75M	$115.2	$118.39	+2.77%	Bought +1.92% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 5.97% Portfolio value: 16.92M Avg. open price: $276.9 Current price: $228.45 P/L: -17.50% Sold -2.18% shares Q3 2022	share	5.97%	16.92M	$276.9	$228.45	-17.50%	Sold -2.18% shares Q3 2022
Vanguard Short-Term Bond Index Fund Portfolio share: 5.82% Portfolio value: 16.49M Avg. open price: $76.79 Current price: $75.4 P/L: -1.81% Bought +2414.81% shares Q3 2022	share	5.82%	16.49M	$76.79	$75.4	-1.81%	Bought +2414.81% shares Q3 2022
SPDR Portfolio Aggregate Bond ETF Portfolio share: 4.97% Portfolio value: 14.08M Avg. open price: $29.54 Current price: $25.52 P/L: -13.60% Sold -30.57% shares Q3 2022	share	4.97%	14.08M	$29.54	$25.52	-13.60%	Sold -30.57% shares Q3 2022
iShares MSCI Intl Quality Factor ETF Portfolio share: 4.94% Portfolio value: 14.01M Avg. open price: $28.97 Current price: $33.34 P/L: +15.08% Bought +29.85% shares Q3 2022	share	4.94%	14.01M	$28.97	$33.34	+15.08%	Bought +29.85% shares Q3 2022
WisdomTree U.S. LargeCap Dividend Fund Portfolio share: 4.19% Portfolio value: 11.89M Avg. open price: $96.18 Current price: $63.51 P/L: -33.97% Bought +4.29% shares Q3 2022	share	4.19%	11.89M	$96.18	$63.51	-33.97%	Bought +4.29% shares Q3 2022
iShares Global Clean Energy ETF Portfolio share: 4.01% Portfolio value: 11.36M Avg. open price: $23.75 Current price: $21 P/L: -11.57% Bought +7.17% shares Q3 2022	share	4.01%	11.36M	$23.75	$21	-11.57%	Bought +7.17% shares Q3 2022
ISHARES TR Portfolio share: 3.06% Portfolio value: 8.66M Avg. open price: N/A Current price: N/A P/L: N/A Bought +8.14% shares Q3 2022	share	3.06%	8.66M	N/A	N/A	N/A	Bought +8.14% shares Q3 2022
Dimensional US Marketwide Value ETF Portfolio share: 3.00% Portfolio value: 8.49M Avg. open price: $31.6 Current price: $34.35 P/L: +8.70% Bought +22.28% shares Q3 2022	share	3.00%	8.49M	$31.6	$34.35	+8.70%	Bought +22.28% shares Q3 2022
JPMorgan Short Duration Core Plus ETF Portfolio share: 2.84% Portfolio value: 8.05M Avg. open price: $47.8 Current price: $45.73 P/L: -4.33% Sold -11.92% shares Q3 2022	share	2.84%	8.05M	$47.8	$45.73	-4.33%	Sold -11.92% shares Q3 2022
WisdomTree International Equity Fund Portfolio share: 2.59% Portfolio value: 7.34M Avg. open price: $48.15 Current price: $47.39 P/L: -1.58% Bought +41.26% shares Q3 2022	share	2.59%	7.34M	$48.15	$47.39	-1.58%	Bought +41.26% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 2.39% Portfolio value: 6.76M Avg. open price: $266.77 Current price: $228.12 P/L: -14.49% Bought +6.86% shares Q3 2022	share	2.39%	6.76M	$266.77	$228.12	-14.49%	Bought +6.86% shares Q3 2022
SPDR Portfolio S&P 500 Growth ETF Portfolio share: 1.93% Portfolio value: 5.46M Avg. open price: $40.99 Current price: $53.84 P/L: +31.35% Bought +15.26% shares Q3 2022	share	1.93%	5.46M	$40.99	$53.84	+31.35%	Bought +15.26% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 1.82% Portfolio value: 5.15M Avg. open price: $48.43 Current price: $40.26 P/L: -16.86% Bought +16.33% shares Q3 2022	share	1.82%	5.15M	$48.43	$40.26	-16.86%	Bought +16.33% shares Q3 2022
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF Portfolio share: 1.79% Portfolio value: 5.07M Avg. open price: $14.52 Current price: $16.5 P/L: +13.66% Bought +2.19% shares Q3 2022	share	1.79%	5.07M	$14.52	$16.5	+13.66%	Bought +2.19% shares Q3 2022
SPDR MSCI ACWI ex-US ETF Portfolio share: 1.69% Portfolio value: 4.78M Avg. open price: N/A Current price: $24.73 P/L: N/A Sold -2.79% shares Q3 2022	share	1.69%	4.78M	N/A	$24.73	N/A	Sold -2.79% shares Q3 2022
Vanguard International Dividend Appreciation Index Fund Portfolio share: 1.67% Portfolio value: 4.73M Avg. open price: $61.78 Current price: $71.3 P/L: +15.40% Sold -18.99% shares Q3 2022	share	1.67%	4.73M	$61.78	$71.3	+15.40%	Sold -18.99% shares Q3 2022
iShares S&P Small-Cap 600 Growth ETF Portfolio share: 1.62% Portfolio value: 4.59M Avg. open price: $112.37 Current price: $113.86 P/L: +1.33% Bought +22.40% shares Q3 2022	share	1.62%	4.59M	$112.37	$113.86	+1.33%	Bought +22.40% shares Q3 2022
iShares Russell 2000 Value ETF Portfolio share: 1.59% Portfolio value: 4.51M Avg. open price: $129.64 Current price: $145.61 P/L: +12.32% Bought +21.11% shares Q3 2022	share	1.59%	4.51M	$129.64	$145.61	+12.32%	Bought +21.11% shares Q3 2022
iShares Russell 2000 Growth ETF Portfolio share: 1.43% Portfolio value: 4.05M Avg. open price: $249.01 Current price: $224.66 P/L: -9.78% Bought +11.57% shares Q3 2022	share	1.43%	4.05M	$249.01	$224.66	-9.78%	Bought +11.57% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 1.31% Portfolio value: 3.71M Avg. open price: $147.45 Current price: $143.56 P/L: -2.64% Sold -49.03% shares Q3 2022	share	1.31%	3.71M	$147.45	$143.56	-2.64%	Sold -49.03% shares Q3 2022
ISHARES U S ETF TR Portfolio share: 1.28% Portfolio value: 3.61M Avg. open price: N/A Current price: N/A P/L: N/A Bought +30.09% shares Q3 2022	share	1.28%	3.61M	N/A	N/A	N/A	Bought +30.09% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 1.22% Portfolio value: 3.46M Avg. open price: $104.67 Current price: $104.36 P/L: -0.30% Bought +1658.71% shares Q3 2022	share	1.22%	3.46M	$104.67	$104.36	-0.30%	Bought +1658.71% shares Q3 2022
Closed-End Fund - Foreign iShares MSCI Emerging Markets ETF Portfolio share: 1.20% Portfolio value: 3.40M Avg. open price: $40.51 Current price: $39.09 P/L: -3.51% Bought +47.98% shares Q3 2022	share	1.20%	3.40M	$40.51	$39.09	-3.51%	Bought +47.98% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 0.90% Portfolio value: 2.56M Avg. open price: $130.52 Current price: $149.12 P/L: +14.25% Bought +37.05% shares Q3 2022	share	0.90%	2.56M	$130.52	$149.12	+14.25%	Bought +37.05% shares Q3 2022
SPDR Portfolio S&P 500 High Dividend ETF Portfolio share: 0.87% Portfolio value: 2.47M Avg. open price: $30.03 Current price: $40.72 P/L: +35.58% Sold -6.20% shares Q3 2022	share	0.87%	2.47M	$30.03	$40.72	+35.58%	Sold -6.20% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 0.84% Portfolio value: 2.39M Avg. open price: $141.38 Current price: $146.61 P/L: +3.70% Sold -17.28% shares Q3 2022	share	0.84%	2.39M	$141.38	$146.61	+3.70%	Sold -17.28% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.80% Portfolio value: 2.27M Avg. open price: $152.1 Current price: $156.13 P/L: +2.65% Bought +8.92% shares Q3 2022	share	0.80%	2.27M	$152.1	$156.13	+2.65%	Bought +8.92% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.76% Portfolio value: 2.15M Avg. open price: $55.55 Current price: $48.11 P/L: -13.40% Sold -17.78% shares Q3 2022	share	0.76%	2.15M	$55.55	$48.11	-13.40%	Sold -17.78% shares Q3 2022
Dimensional International Value ETF Portfolio share: 0.75% Portfolio value: 2.13M Avg. open price: $28.89 Current price: $30.65 P/L: +6.09% Bought +14.42% shares Q3 2022	share	0.75%	2.13M	$28.89	$30.65	+6.09%	Bought +14.42% shares Q3 2022
SPDR Portfolio Emerging Markets ETF Portfolio share: 0.75% Portfolio value: 2.11M Avg. open price: $32.9 Current price: $34.16 P/L: +3.81% Sold -14.78% shares Q3 2022	share	0.75%	2.11M	$32.9	$34.16	+3.81%	Sold -14.78% shares Q3 2022
SPDR S&P International Small Cap ETF Portfolio share: 0.73% Portfolio value: 2.06M Avg. open price: $33.82 Current price: $29.88 P/L: -11.64% Sold -25.26% shares Q3 2022	share	0.73%	2.06M	$33.82	$29.88	-11.64%	Sold -25.26% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.64% Portfolio value: 1.82M Avg. open price: $165.82 Current price: $155.77 P/L: -6.06% Sold -4.45% shares Q3 2022	share	0.64%	1.82M	$165.82	$155.77	-6.06%	Sold -4.45% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.60% Portfolio value: 1.69M Avg. open price: $175.94 Current price: $164.85 P/L: -6.30% Sold -25.46% shares Q3 2022	share	0.60%	1.69M	$175.94	$164.85	-6.30%	Sold -25.46% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 0.50% Portfolio value: 1.42M Avg. open price: $76.38 Current price: $62.16 P/L: -18.62% Sold -33.55% shares Q3 2022	share	0.50%	1.42M	$76.38	$62.16	-18.62%	Sold -33.55% shares Q3 2022
SPDR S&P 600 Small Cap Growth ETF Portfolio share: 0.50% Portfolio value: 1.42M Avg. open price: $83.63 Current price: $76.16 P/L: -8.93% Sold -15.24% shares Q3 2022	share	0.50%	1.42M	$83.63	$76.16	-8.93%	Sold -15.24% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.48% Portfolio value: 1.35M Avg. open price: $73.61 Current price: $66.83 P/L: -9.21% Sold -60.61% shares Q3 2022	share	0.48%	1.35M	$73.61	$66.83	-9.21%	Sold -60.61% shares Q3 2022
J P MORGAN EXCHANGE TRADED F Portfolio share: 0.46% Portfolio value: 1.31M Avg. open price: N/A Current price: N/A P/L: N/A Sold -15.24% shares Q3 2022	share	0.46%	1.31M	N/A	N/A	N/A	Sold -15.24% shares Q3 2022
Invesco Dynamic Large Cap Growth ETF Portfolio share: 0.43% Portfolio value: 1.21M Avg. open price: $49.25 Current price: $63.12 P/L: +28.17% Sold -11.63% shares Q2 2022	share	0.43%	1.21M	$49.25	$63.12	+28.17%	Sold -11.63% shares Q2 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.42% Portfolio value: 1.17M Avg. open price: $60.96 Current price: $51.48 P/L: -15.55% Sold -0.08% shares Q3 2022	share	0.42%	1.17M	$60.96	$51.48	-15.55%	Sold -0.08% shares Q3 2022
iShares S&P Small-Cap 600 Value ETF Portfolio share: 0.39% Portfolio value: 1.11M Avg. open price: $80.03 Current price: $95.35 P/L: +19.15% Bought +3.65% shares Q3 2022	share	0.39%	1.11M	$80.03	$95.35	+19.15%	Bought +3.65% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.37% Portfolio value: 1.05M Avg. open price: N/A Current price: $43.08 P/L: N/A Sold -21.14% shares Q3 2022	share	0.37%	1.05M	N/A	$43.08	N/A	Sold -21.14% shares Q3 2022
ISHARES TR Portfolio share: 0.36% Portfolio value: 1.02M Avg. open price: N/A Current price: N/A P/L: N/A Sold -35.79% shares Q3 2022	share	0.36%	1.02M	N/A	N/A	N/A	Sold -35.79% shares Q3 2022
Dimensional U.S. Targeted Value ETF Portfolio share: 0.36% Portfolio value: 1.01M Avg. open price: N/A Current price: $45.42 P/L: N/A Sold -52.20% shares Q3 2022	share	0.36%	1.01M	N/A	$45.42	N/A	Sold -52.20% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.35% Portfolio value: 996K Avg. open price: $160.44 Current price: $178.78 P/L: +11.43% Sold -0.46% shares Q3 2022	share	0.35%	996K	$160.44	$178.78	+11.43%	Sold -0.46% shares Q3 2022
SPDR Portfolio S&P 500 Value ETF Portfolio share: 0.32% Portfolio value: 903K Avg. open price: $37.97 Current price: $40 P/L: +5.34% Bought +53.07% shares Q3 2022	share	0.32%	903K	$37.97	$40	+5.34%	Bought +53.07% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.31% Portfolio value: 889K Avg. open price: $110.82 Current price: $98.54 P/L: -11.08% Bought +74.07% shares Q3 2022	share	0.31%	889K	$110.82	$98.54	-11.08%	Bought +74.07% shares Q3 2022
Vanguard Russell 2000 Value Index Fund Portfolio share: 0.31% Portfolio value: 888K Avg. open price: N/A Current price: $127.79 P/L: N/A Sold -1.09% shares Q3 2022	share	0.31%	888K	N/A	$127.79	N/A	Sold -1.09% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.31% Portfolio value: 883K Avg. open price: $3,214.67 Current price: $91.02 P/L: -97.17% Sold -51.50% shares Q3 2022	share	0.31%	883K	$3,214.67	$91.02	-97.17%	Sold -51.50% shares Q3 2022
ALPS Clean Energy ETF Portfolio share: 0.29% Portfolio value: 814K Avg. open price: $63.32 Current price: $54.72 P/L: -13.58% Sold -56.71% shares Q3 2022	share	0.29%	814K	$63.32	$54.72	-13.58%	Sold -56.71% shares Q3 2022
iShares Core Aggressive Allocation ETF Portfolio share: 0.26% Portfolio value: 749K Avg. open price: $51.43 Current price: $61.68 P/L: +19.93% Bought +1.91% shares Q3 2022	share	0.26%	749K	$51.43	$61.68	+19.93%	Bought +1.91% shares Q3 2022
First Trust TCW Unconstrained Plus Bond ETF Portfolio share: 0.26% Portfolio value: 748K Avg. open price: $24.57 Current price: $24.2 P/L: -1.51% Bought +131.91% shares Q3 2022	share	0.26%	748K	$24.57	$24.2	-1.51%	Bought +131.91% shares Q3 2022
iShares MSCI EAFE Small-Cap ETF Portfolio share: 0.26% Portfolio value: 724K Avg. open price: $60.63 Current price: $56.76 P/L: -6.38% Sold -13.69% shares Q3 2022	share	0.26%	724K	$60.63	$56.76	-6.38%	Sold -13.69% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.25% Portfolio value: 722K Avg. open price: $103.34 Current price: $111.02 P/L: +7.43% Sold -2.96% shares Q2 2022	share	0.25%	722K	$103.34	$111.02	+7.43%	Sold -2.96% shares Q2 2022
Vanguard FTSE All-World ex-US Small Capital Index Fund Portfolio share: 0.23% Portfolio value: 661K Avg. open price: N/A Current price: $106.48 P/L: N/A Sold -1.11% shares Q3 2022	share	0.23%	661K	N/A	$106.48	N/A	Sold -1.11% shares Q3 2022
Vanguard Russell 2000 Index Fund Portfolio share: 0.21% Portfolio value: 584K Avg. open price: N/A Current price: $73.92 P/L: N/A Sold -54.93% shares Q2 2022	share	0.21%	584K	N/A	$73.92	N/A	Sold -54.93% shares Q2 2022
ISHARES TR Portfolio share: 0.20% Portfolio value: 556K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022	share	0.20%	556K	N/A	N/A	N/A	N/A Q3 2022
Vanguard S&P 500 Value Index Fund Portfolio share: 0.19% Portfolio value: 546K Avg. open price: N/A Current price: $144.16 P/L: N/A N/A Q1 2022	share	0.19%	546K	N/A	$144.16	N/A	N/A Q1 2022
Insurance—Specialty Assurant, Inc. Portfolio share: 0.16% Portfolio value: 456K Avg. open price: $130.11 Current price: $129.57 P/L: -0.41% Bought +3.29% shares Q3 2022	share	0.16%	456K	$130.11	$129.57	-0.41%	Bought +3.29% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.15% Portfolio value: 422K Avg. open price: $282.23 Current price: $250.2 P/L: -11.35% Sold -0.06% shares Q3 2022	share	0.15%	422K	$282.23	$250.2	-11.35%	Sold -0.06% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.14% Portfolio value: 398K Avg. open price: N/A Current price: $210.44 P/L: N/A Sold -43.49% shares Q3 2022	share	0.14%	398K	N/A	$210.44	N/A	Sold -43.49% shares Q3 2022
REIT—Retail Simon Property Group, Inc. Portfolio share: 0.13% Portfolio value: 367K Avg. open price: N/A Current price: $117.69 P/L: N/A Sold -0.15% shares Q3 2022	share	0.13%	367K	N/A	$117.69	N/A	Sold -0.15% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.13% Portfolio value: 360K Avg. open price: N/A Current price: $106.17 P/L: N/A Sold -18.03% shares Q3 2022	share	0.13%	360K	N/A	$106.17	N/A	Sold -18.03% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.12% Portfolio value: 352K Avg. open price: $61.34 Current price: $85.15 P/L: +38.81% Bought +0.04% shares Q3 2022	share	0.12%	352K	$61.34	$85.15	+38.81%	Bought +0.04% shares Q3 2022
SPDR S&P 600 Small Cap Value ETF Portfolio share: 0.12% Portfolio value: 333K Avg. open price: $71.19 Current price: $77.58 P/L: +8.98% Bought +0.59% shares Q3 2022	share	0.12%	333K	$71.19	$77.58	+8.98%	Bought +0.59% shares Q3 2022
REIT—Retail Kimco Realty Corporation Portfolio share: 0.11% Portfolio value: 310K Avg. open price: $19.77 Current price: $22.11 P/L: +11.84% Bought +0.53% shares Q3 2022	share	0.11%	310K	$19.77	$22.11	+11.84%	Bought +0.53% shares Q3 2022
REIT—Mortgage Manhattan Bridge Capital, Inc. Portfolio share: 0.10% Portfolio value: 280K Avg. open price: N/A Current price: $5.71 P/L: N/A N/A Q3 2022	share	0.10%	280K	N/A	$5.71	N/A	N/A Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.10% Portfolio value: 273K Avg. open price: $731.08 Current price: $182.45 P/L: -75.04% Sold -8.29% shares Q3 2022	share	0.10%	273K	$731.08	$182.45	-75.04%	Sold -8.29% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.09% Portfolio value: 269K Avg. open price: $187.26 Current price: $213.68 P/L: +14.11% Bought +3.41% shares Q3 2022	share	0.09%	269K	$187.26	$213.68	+14.11%	Bought +3.41% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.07% Portfolio value: 211K Avg. open price: N/A Current price: N/A P/L: N/A Sold -2.35% shares Q3 2022	share	0.07%	211K	N/A	N/A	N/A	Sold -2.35% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.07% Portfolio value: 211K Avg. open price: N/A Current price: $320.08 P/L: N/A Sold -3.04% shares Q3 2022	share	0.07%	211K	N/A	$320.08	N/A	Sold -3.04% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.07% Portfolio value: 200K Avg. open price: $2,179.26 Current price: $99.48 P/L: -95.44% Bought +9.11% shares Q3 2022	share	0.07%	200K	$2,179.26	$99.48	-95.44%	Bought +9.11% shares Q3 2022
Biotechnology Aldeyra Therapeutics, Inc. Portfolio share: 0.06% Portfolio value: 182K Avg. open price: N/A Current price: $6.46 P/L: N/A N/A Q1 2022	share	0.06%	182K	N/A	$6.46	N/A	N/A Q1 2022
REIT—Diversified Empire State Realty Trust, Inc. Portfolio share: 0.03% Portfolio value: 93K Avg. open price: N/A Current price: $7.08 P/L: N/A N/A Q1 2022	share	0.03%	93K	N/A	$7.08	N/A	N/A Q1 2022
MicroSectors FANG+ Index 3X Leveraged ETN Portfolio share: 0.02% Portfolio value: 59K Avg. open price: N/A Current price: $59.76 P/L: N/A N/A Q2 2022	share	0.02%	59K	N/A	$59.76	N/A	N/A Q2 2022
Medical Devices ELECTROCORE INC Portfolio share: 0.01% Portfolio value: 36K Avg. open price: $1.45 Current price: $0.36 P/L: -74.90% Sold -41.53% shares Q3 2022	share	0.01%	36K	$1.45	$0.36	-74.90%	Sold -41.53% shares Q3 2022
Vanguard Russell 2000 Growth Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $163.55 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$163.55	N/A	Sold -100.00% shares Q3 2022
Medical Instruments & Supplies Baxter International Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $51.3 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$51.3	N/A	Sold -100.00% shares Q3 2022
Biotechnology Athersys, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $1.55 Current price: $0.61 P/L: -60.78% Sold -100.00% shares Q3 2022	share	0.00%	0	$1.55	$0.61	-60.78%	Sold -100.00% shares Q3 2022
Drug Manufacturers—Specialty & Generic DURECT Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $0.39 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$0.39	N/A	Sold -100.00% shares Q3 2022
Medical Devices PAVmed Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $0.67 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$0.67	N/A	Sold -100.00% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $272.86 Current price: $166.1 P/L: -39.13% Sold -100.00% shares Q3 2022	share	0.00%	0	$272.86	$166.1	-39.13%	Sold -100.00% shares Q3 2022
Biotechnology Trevena, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $1.5 Current price: $3.06 P/L: +104.00% Sold -100.00% shares Q3 2022	share	0.00%	0	$1.5	$3.06	+104.00%	Sold -100.00% shares Q3 2022
Biotechnology Mesoblast Limited Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $3.61 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$3.61	N/A	Sold -100.00% shares Q3 2022
Tobacco Greenlane Holdings, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $0.52 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$0.52	N/A	Sold -100.00% shares Q3 2022
Biotechnology VYNE Therapeutics Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $0.22 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$0.22	N/A	Sold -100.00% shares Q3 2022

Showing TOP 88 TOBIAS FINANCIAL ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of TOBIAS FINANCIAL ADVISORS, INC.?

The biggest position of the TOBIAS FINANCIAL ADVISORS, INC. is Vanguard Total Bond Market Index Fund (BND) with 7.48% portfolio share worth of 21.21M US dollars.

Top 5 TOBIAS FINANCIAL ADVISORS's holdings represent 32.07% of the portfolio:

Vanguard Total Bond Market Index Fund (BND) – 7.48%
PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) – 6.54%
Invesco NASDAQ 100 ETF (QQQM) – 6.26%
Vanguard Growth Index Fund (VUG) – 5.97%
Vanguard Short-Term Bond Index Fund (BSV) – 5.82%

Who is the portfolio manager of TOBIAS FINANCIAL ADVISORS, INC.?

The portfolio manager of the TOBIAS FINANCIAL ADVISORS, INC. is .

What is the total asset value of the TOBIAS FINANCIAL ADVISORS, INC. portfolio?

TOBIAS FINANCIAL ADVISORS, INC. total asset value (portfolio value) is 283.48M US dollars.

Who is ?

is the portfolio manager of the TOBIAS FINANCIAL ADVISORS, INC..

What is (TOBIAS FINANCIAL ADVISORS, INC.) fund performance?

TOBIAS FINANCIAL ADVISORS's quarterly performance is -7.05%, annualy -40.97%.

What is the TOBIAS FINANCIAL ADVISORS, INC. CIK?

TOBIAS FINANCIAL ADVISORS's Central Index Key is 0001802080 .