News + Filings 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 |
|
iSHARES TRUST
| PFF | OPTIONS | 456,468 | 456,468 | 14,118,541,000 | 14,118,541,000 | 3.80 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| CNRG | Common | 5,384 | 5,384 | 455,540,000 | 455,540,000 | 0.12 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| MBB | Common | 4,819 | 4,819 | 449,444,000 | 449,444,000 | 0.12 | |
Hist
| 06/30/2023 |
|
ELI LILLY & Co
| LLY | Common | 766 | 766 | 359,239,000 | 359,239,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHO | Common | 7,047 | 7,047 | 338,679,000 | 338,679,000 | 0.09 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VTI | Common | 1,472 | 1,472 | 324,290,000 | 324,290,000 | 0.09 | |
Hist
| 06/30/2023 |
|
SCHWAB STRATEGIC TRUST
| FNDX | Common | 5,613 | 5,613 | 323,140,000 | 323,140,000 | 0.09 | |
Hist
| 06/30/2023 |
|
VANGUARD SCOTTSDALE FUNDS
| VONV | Common | 4,589 | 4,589 | 317,605,000 | 317,605,000 | 0.09 | |
Hist
| 06/30/2023 |
|
SPDR GOLD TRUST
| GLD | GOLD SHS | 1,580 | 1,580 | 281,667,000 | 281,667,000 | 0.08 | |
Hist
| 06/30/2023 |
|
NVIDIA CORP
| NVDA | Common | 622 | 622 | 263,229,000 | 263,229,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| WFC | Common | 5,908 | 5,908 | 252,163,000 | 252,163,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
|
Vanguard Charlotte Funds
| BNDX | Common | 4,743 | 4,743 | 231,838,000 | 231,838,000 | 0.06 | |
Hist
| 06/30/2023 |
|
Alphabet Inc.
| GOOG | COM | 1,852 | 1,852 | 224,047,000 | 224,047,000 | 0.06 | |
Hist
| 06/30/2023 |
|
VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 3,778 | 3,778 | 218,104,000 | 218,104,000 | 0.06 | |
Hist
| 06/30/2023 |
|
NETFLIX INC
| NFLX | Common | 487 | 487 | 214,519,000 | 214,519,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
|
SCHWAB US LC ETF
| SCHX | Equities | 4,076 | 4,076 | 213,459,000 | 213,459,000 | 0.06 | |
Hist
| 06/30/2023 |
|
VALERO ENERGY CORP/TX
| VLO | Common | 1,798 | 1,798 | 210,905,000 | 210,905,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
|
MESOBLAST LTD
| MESO | Common | 20,000 | 20,000 | 78,200,000 | 78,200,000 | 0.02 | |
Hist
| 06/30/2023 |
|
electroCore, Inc.
| ECOR | COMMON | 10,200 | 10,200 | 49,980,000 | 49,980,000 | 0.01 | 0.22 |
Hist
| 06/30/2023 |
|
GLYCOMIMETICS INC
| GLYC | COM | 15,000 | 15,000 | 26,100,000 | 26,100,000 | 0.01 | |
Hist
| 06/30/2023 |
|
PAVmed Inc.
| PAVM | COM | 10,000 | 10,000 | 4,078,000 | 4,078,000 | 0.00 | |
Hist
| 06/30/2023 |
|
|
|
|