TOBIAS FINANCIAL ADVISORS, INC. [Rocket]

Holdings

TOBIAS FINANCIAL ADVISORS, INC.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
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
PIMCO ETF Trust	LDUR	Common	235,814	40,082	22,105,412,000	22,086,874,000	5.96		Hist	06/30/2023
Vanguard Growth ETF	VUG	ETF	77,174	-1,913	21,837,259,000	21,820,338,000	5.88		Hist	06/30/2023
iSHARES TRUST	IQLT	Common	532,254	27,745	18,948,242,000	18,934,227,000	5.11		Hist	06/30/2023
SPDR SERIES TRUST	BNDS	Common	688,704	124,183	17,472,428,000	17,458,343,000	4.71		Hist	06/30/2023
iSHARES TRUST	PFF	OPTIONS	456,468	456,468	14,118,541,000	14,118,541,000	3.80		Hist	06/30/2023
WisdomTree Trust	DLN	LARGECAP DIVID	191,181	-24,000	12,159,109,000	12,147,218,000	3.28		Hist	06/30/2023
INTERCALLNET INC	ICLN	Common	638,501	43,355	11,748,422,000	11,737,061,000	3.17		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	160,837	-136,526	11,691,242,000	11,670,031,000	3.15		Hist	06/30/2023
WisdomTree Trust	DWM	Common	200,694	17,761	10,040,697,000	10,033,352,000	2.71		Hist	06/30/2023
iSHARES TRUST	QUAL	Common	74,320	-9,073	10,023,484,000	10,014,816,000	2.70		Hist	06/30/2023
iSHARES TRUST	IWF	Common	29,564	-2,584	8,135,520,000	8,128,756,000	2.19		Hist	06/30/2023
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
iSHARES TRUST	SUB	Common	60,186	26,454	6,261,751,000	6,258,288,000	1.69		Hist	06/30/2023
SPDR SERIES TRUST	SPYG	Common	94,892	-14,222	5,789,376,000	5,783,909,000	1.56		Hist	06/30/2023
iSHARES TRUST	IWN	RUSL 2000 VALU	39,271	4,226	5,529,298,000	5,524,780,000	1.49		Hist	06/30/2023
SPDR INDEX SHS FDS	CWI	Common	210,619	-15,111	5,503,474,000	5,498,686,000	1.48		Hist	06/30/2023
iSHARES TRUST	IWO	ETF	21,445	1,797	5,203,757,000	5,199,698,000	1.40		Hist	06/30/2023
iSHARES TRUST	IJT	S&P SMLCP Grow	45,242	3	5,199,613,000	5,195,014,000	1.40		Hist	06/30/2023
VANGUARD WHITEHALL FUNDS	VIGI	Common	66,239	-10,144	4,973,849,000	4,969,114,000	1.34		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	64,331	39,689	4,534,049,000	4,532,623,000	1.22		Hist	06/30/2023
iSHARES TRUST	EEM	Common	112,899	15,161	4,466,284,000	4,462,875,000	1.20		Hist	06/30/2023
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
iSHARES TRUST	MEAR	Common	80,195	7,374	4,000,929,000	3,997,314,000	1.08		Hist	06/30/2023
Apple Inc.	AAPL	Common	18,689	1,382	3,625,041,000	3,622,649,000	0.98		Hist	06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	32,914	29,409	3,512,911,000	3,512,551,000	0.95		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	20,864	-9,209	2,964,774,000	2,961,061,000	0.80		Hist	06/30/2023
iSHARES TRUST	IVE	Common	16,895	-3,035	2,723,305,000	2,720,744,000	0.73		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	26,680	17,456	2,613,306,000	2,612,417,000	0.70		Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	15,998	-837	2,598,578,000	2,596,303,000	0.70		Hist	06/30/2023
SPDR INDEX SHS FDS	SPEM	Common	68,098	-172	2,341,215,000	2,339,096,000	0.63		Hist	06/30/2023
SPDR SERIES TRUST	SPYD	Common	56,047	-13,756	2,078,234,000	2,075,758,000	0.56		Hist	06/30/2023
iSHARES TRUST	IWD	ETF	11,603	-1,819	1,831,298,000	1,829,473,000	0.49		Hist	06/30/2023
Vanguard Small-Cap Value ETF	VBR	common	10,551	-1,281	1,745,079,000	1,743,382,000	0.47		Hist	06/30/2023
ISHARES MSCI EAFE INDEX FUND	EFA	ETF	23,691	-482	1,717,598,000	1,716,244,000	0.46		Hist	06/30/2023
<< Prev Next >>