TOBIAS FINANCIAL ADVISORS, INC.
144 holdingsFiling period: 2026-03-31Current AUM: $777.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | 4.18M | $107.1M | $104.9M | 13.50% | +273.8K | 2026-03-31 |
| 2 | IQLT | ISHARES TR | 1.03M | $47.5M | $51.6M | 6.64% | -13,075 | 2026-03-31 |
| 3 | BSV | VANGUARD BD INDEX FDS | 543.5K | $42.6M | $42.2M | 5.43% | +37.8K | 2026-03-31 |
| 4 | RLY | SSGA ACTIVE ETF TR | 1.07M | $38.7M | $38.6M | 4.97% | +28.0K | 2026-03-31 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 155.4K | $36.9M | $44.0M | 5.66% | -468 | 2026-03-31 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 596.0K | $31.5M | $34.1M | 4.39% | +43.6K | 2026-03-31 |
| 7 | VUG | VANGUARD INDEX FDS | 69.2K | $30.2M | $35.4M | 4.55% | -4,540 | 2026-03-31 |
| 8 | IEMG | ISHARES INC | 400.8K | $28.0M | $31.1M | 4.00% | +3.3K | 2026-03-31 |
| 9 | DFLV | DIMENSIONAL ETF TRUST | 691.2K | $24.7M | $28.1M | 3.62% | +91.2K | 2026-03-31 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 394.5K | $21.3M | $23.2M | 2.98% | -4,559 | 2026-03-31 |
| 11 | DFIS | DIMENSIONAL ETF TRUST | 615.7K | $20.7M | $22.1M | 2.84% | +44.5K | 2026-03-31 |
| 12 | QUAL | ISHARES TR | 105.7K | $20.3M | $23.2M | 2.98% | +1.9K | 2026-03-31 |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | 305.7K | $17.3M | $17.6M | 2.26% | +16.4K | 2026-03-31 |
| 14 | VNQ | VANGUARD INDEX FDS | 187.5K | $16.6M | $18.6M | 2.39% | +11.9K | 2026-03-31 |
| 15 | DFSV | DIMENSIONAL ETF TRUST | 447.9K | $15.7M | $17.8M | 2.29% | +33.3K | 2026-03-31 |
| 16 | IWO | ISHARES TR | 42.4K | $13.3M | $15.7M | 2.02% | -1,044 | 2026-03-31 |
| 17 | IWF | ISHARES TR | 25.5K | $10.9M | $12.1M | 1.56% | -74 | 2026-03-31 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | 205.3K | $9.9M | $11.4M | 1.47% | -4,440 | 2026-03-31 |
| 19 | BND | VANGUARD BD INDEX FDS | 134.4K | $9.9M | $9.7M | 1.25% | +561 | 2026-03-31 |
| 20 | SPYG | SPDR SERIES TRUST | 84.3K | $8.3M | $9.9M | 1.27% | +3.9K | 2026-03-31 |
| 21 | SUB | ISHARES TR | 70.9K | $7.6M | $7.5M | 0.97% | +16.1K | 2026-03-31 |
| 22 | CWI | SPDR INDEX SHS FDS | 183.5K | $6.7M | $7.4M | 0.95% | -6,958 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 24.6K | $6.2M | $7.6M | 0.98% | -2,016 | 2026-03-31 |
| 24 | IVW | ISHARES TR | 50.8K | $5.8M | $6.9M | 0.88% | -2,041 | 2026-03-31 |
| 25 | AGG | ISHARES TR | 56.5K | $5.6M | $5.5M | 0.71% | -597 | 2026-03-31 |
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