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
MANHATTAN BRIDGE CAPITAL, INC	LOAN	COM	43,136	-6,546	217,834,000	217,554,000	0.06	0.38	Hist	06/30/2023
NEXTERA ENERGY INC	FPL	common	3,160	-1,330	234,481,000	234,129,000	0.06		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	728	-63	248,248,000	248,037,000	0.07		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	4,064	-6,494	274,320,000	273,764,000	0.07		Hist	06/30/2023
ALPS ETF Trust	ACES	Common	6,109	-8,550	276,005,000	275,191,000	0.07		Hist	06/30/2023
KIMCO REALTY CORP	KIM	Common	14,076	-2,759	277,586,000	277,276,000	0.07		Hist	06/30/2023
SIMON PROPERTY GROUP INC /DE/	SPG	Common	3,329	-757	384,472,000	384,105,000	0.10	0.00	Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VSS	Common	4,880	-2,243	539,183,000	538,522,000	0.15		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VTWO	Common	8,422	-345	636,872,000	636,288,000	0.17		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	4,194	-1,906	694,132,000	693,136,000	0.19		Hist	06/30/2023
VANGUARD WHITEHALL FUNDS	VYM	Common	6,926	-681	734,641,000	733,919,000	0.20		Hist	06/30/2023
JPS INDUSTRIES INC	JPST	Common	15,588	-10,657	781,582,000	780,266,000	0.21		Hist	06/30/2023
iSHARES TRUST	SCZ	Common	14,168	-666	835,611,000	834,887,000	0.23		Hist	06/30/2023
SPDR SERIES TRUST	SPYV	S&P 500 VALUE	21,814	-4,376	942,348,000	941,445,000	0.25		Hist	06/30/2023
iSHARES TRUST	EFV	MSCI VAL IDX	22,141	-4,400	1,083,574,000	1,082,551,000	0.29		Hist	06/30/2023
iSHARES TRUST	IJS	S&P SMLCP VALU	13,225	-251	1,257,565,000	1,256,454,000	0.34		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	27,511	-1,460	1,270,479,000	1,269,426,000	0.34		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VEU	ETF	23,857	-2,692	1,298,059,000	1,296,881,000	0.35		Hist	06/30/2023
iShares, Inc.	IEMG	Common	28,231	-21,929	1,391,506,000	1,389,350,000	0.37		Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	PWB	Common	21,125	-256	1,491,769,000	1,490,551,000	0.40		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
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 TRUST	IWD	ETF	11,603	-1,819	1,831,298,000	1,829,473,000	0.49		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
SPDR INDEX SHS FDS	SPEM	Common	68,098	-172	2,341,215,000	2,339,096,000	0.63		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
iSHARES TRUST	IVE	Common	16,895	-3,035	2,723,305,000	2,720,744,000	0.73		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
VANGUARD WHITEHALL FUNDS	VIGI	Common	66,239	-10,144	4,973,849,000	4,969,114,000	1.34		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
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	IWF	Common	29,564	-2,584	8,135,520,000	8,128,756,000	2.19		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
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	DLN	LARGECAP DIVID	191,181	-24,000	12,159,109,000	12,147,218,000	3.28		Hist	06/30/2023
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