TOBIAS FINANCIAL ADVISORS, INC.
CIK: 0001802080SEC EDGAR →
Portfolio Value
$708K
Holdings
146
As of
Q4 2025
New Positions
146
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 3,904,988 | $101K | 14.21% |
| 2 | ISHARES TR | 1,040,991 | $47K | 6.68% |
| 3 | VANGUARD BD INDEX FDS | 505,694 | $40K | 5.63% |
| 4 | INVESCO EXCH TRADED FD TR II | 155,847 | $39K | 5.57% |
| 5 | VANGUARD INDEX FDS | 73,738 | $36K | 5.08% |
| 6 | SSGA ACTIVE ETF TR | 1,043,052 | $33K | 4.63% |
| 7 | DIMENSIONAL ETF TRUST | 552,462 | $28K | 3.89% |
| 8 | ISHARES INC | 397,556 | $27K | 3.78% |
| 9 | VANGUARD INTL EQUITY INDEX F | 399,062 | $21K | 3.03% |
| 10 | ISHARES TR | 103,800 | $21K | 2.91% |
Quarterly Changes
New Positions (146)
$101K · 3.9M shares
$47K · 1.0M shares
$40K · 506K shares
$39K · 156K shares
$36K · 74K shares
$33K · 1.0M shares
$28K · 552K shares
$27K · 398K shares
$21K · 399K shares
$21K · 104K shares
$21K · 600K shares
$19K · 571K shares
$17K · 289K shares
$16K · 176K shares
$14K · 43K shares
$14K · 415K shares
$12K · 26K shares
$10K · 134K shares
$10K · 210K shares
$9K · 80K shares
$7K · 27K shares
$7K · 190K shares
$7K · 53K shares
$6K · 67K shares
$6K · 55K shares
$6K · 57K shares
$5K · 53K shares
$4K · 7K shares
$4K · 22K shares
$4K · 99K shares
$4K · 21K shares
$4K · 67K shares
$4K · 53K shares
$4K · 17K shares
$4K · 19K shares
$4K · 24K shares
$3K · 7K shares
$3K · 24K shares
$3K · 14K shares
$3K · 15K shares
$3K · 32K shares
$3K · 69K shares
$3K · 15K shares
$3K · 29K shares
$3K · 30K shares
$2K · 3K shares
$2K · 7K shares
$2K · 3K shares
$2K · 10K shares
$2K · 16K shares
$2K · 26K shares
$2K · 6K shares
$2K · 4K shares
$2K · 18K shares
$2K · 19K shares
$2K · 14K shares
$2K · 26K shares
$1K · 34K shares
$1K · 4K shares
$1K · 4K shares
$1K · 11K shares
$1K · 19K shares
$1K · 4K shares
$1K · 12K shares
$1K · 9K shares
$1K · 8K shares
$1K · 6K shares
$1K · 4K shares
$1K · 20K shares
$1K · 2K shares
$1K · 25K shares
$1K · 17K shares
$1K · 13K shares
$941 · 7K shares
$922 · 2K shares
$906 · 4K shares
$835 · 2K shares
$827 · 8K shares
$799 · 11K shares
$777 · 2K shares
$716 · 1K shares
$712 · 3K shares
$704 · 4K shares
$643 · 746 shares
$632 · 588 shares
$623 · 1K shares
$605 · 3K shares
$560 · 11K shares
$542 · 5K shares
$487 · 18K shares
$458 · 4K shares
$454 · 17K shares
$448 · 5K shares
$416 · 665 shares
$402 · 2K shares
$387 · 5K shares
$382 · 4K shares
$376 · 4K shares
$358 · 5K shares
$355 · 5K shares
$354 · 403 shares
$353 · 4K shares
$347 · 2K shares
$340 · 12K shares
$336 · 2K shares
$332 · 853 shares
$315 · 1K shares
$315 · 3K shares
$302 · 2K shares
$297 · 2K shares
$288 · 1K shares
$285 · 492 shares
$281 · 627 shares
$274 · 2K shares
$273 · 2K shares
$272 · 3K shares
$267 · 1K shares
$260 · 296 shares
$257 · 6K shares
$254 · 238 shares
$254 · 1K shares
$253 · 3K shares
$249 · 3K shares
$249 · 14K shares
$246 · 833 shares
$243 · 3K shares
$243 · 2K shares
$238 · 3K shares
$237 · 746 shares
$236 · 778 shares
$236 · 12K shares
$236 · 961 shares
$233 · 665 shares
$230 · 4K shares
$230 · 1K shares
$221 · 1K shares
$216 · 379 shares
$213 · 4K shares
$213 · 651 shares
$206 · 2K shares
$205 · 2K shares
$204 · 663 shares
$204 · 4K shares
$92 · 14K shares
$44 · 10K shares
$35 · 17K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $662K | 93.5% |
| Technology | 10 | $18K | 2.5% |
| Unknown | 5 | $9K | 1.3% |
| Communication Services | 5 | $5K | 0.7% |
| Consumer Cyclical | 3 | $4K | 0.6% |
| Healthcare | 10 | $4K | 0.5% |
| Consumer Defensive | 4 | $3K | 0.4% |
| Industrials | 7 | $2K | 0.2% |
| Real Estate | 3 | $1K | 0.1% |
| Energy | 2 | $844 | 0.1% |
| Utilities | 1 | $387 | 0.1% |