TF

Tobias Financial Advisors, Inc.

13F
Tobias Financial Advisors, Inc.
Last update 2025-05-15 113 Stocks (6 new)
Value $515.00 Mil Turnover 11 %
Countries:
Top Holdings: SPAB(16.37%)BSV(6.75%)IQLT(6.62%)QQQM(6.04%)VUG(5.38%)
Summary Stock Picks Current Portfolio
Tobias Financial Advisors, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPAB
SPDR Portfolio Aggregate Bond ETF
3,299,115
84,259.4
+5.29%
16.370
+0.82%
0.970
+1.11%
+1.76%
8,539.4
 
BSV
Vanguard Short-Term Bond ETF
444,052
34,760.4
+6,519.74%
6.750
+6.65%
0.100
+0.41%
+1.59%
38,474.6
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
859,000
34,093.7
+3.72%
6.620
+0.24%
0.320
+6.67%
+15.81%
11,956.1
 
QQQM
Invesco NASDAQ 100 ETF
161,094
31,094.3
+0.47%
6.040
+0.03%
0.070
+26.26%
+9.79%
55,086.9
 
VUG
Vanguard Growth ETF
74,673
27,690.1
-0.09%
5.380
-0.01%
0.020
+27.20%
+8.98%
164,247.8
 
REZ
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
312,427
26,999.9
+6.22%
5.240
+0.31%
3.190
+2.63%
+4.46%
804.0
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
504,729
25,403.0
+2.35%
4.930
+0.11%
0.130
+0.04%
+0.28%
18,858.3
 
QUAL
iShares MSCI USA Quality Factor ETF
98,106
16,765.3
-1.14%
3.260
-0.04%
0.030
+14.25%
+3.79%
53,100.3
 
VWO
Vanguard FTSE Emerging Markets ETF
338,794
15,333.8
+4.32%
2.980
+0.12%
0.020
+15.29%
+15.26%
85,768.1
 
DFIV
Dimensional International Value ETF
384,135
15,119.5
+12.69%
2.940
+0.33%
0.140
+10.57%
+22.41%
12,331.7
 

Tobias Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Tobias Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+6.65%
●
76.94 ($77.63) 78.28
$78.50
1.12%
Add 6519.74%
444,052
437,344
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-6.49%
●
91.17 ($93.56) 95.39
$95.00
1.54%
Reduce -98.54%
5,177
-349,651
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Add
Add
+0.82%
●
24.73 ($25.23) 25.62
$25.43
0.79%
Add 5.29%
3,299,115
165,731
DFIS
Dimensional International Small Cap ETF
Dimensional International Small Cap ETF
2025-03-31
Add
Add
+0.36%
●
23.92 ($25.57) 26.87
$30.33
18.62%
Add 20.61%
413,753
70,712
DFIV
Dimensional International Value ETF
2025-03-31
Add
Add
+0.33%
●
35.33 ($38.16) 40.8
$43.43
13.81%
Add 12.69%
384,135
43,271
REZ
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
2025-03-31
Add
Add
+0.31%
●
78.21 ($83.43) 88.48
$84.64
1.44%
Add 6.22%
312,427
18,298
SPY
SPDR S&P 500 ETF Trust
2025-03-31
New Buy
New Buy
+0.29%
●
551.42 ($587.78) 612.93
$628.86
6.99%
New holding
2,651
2,651
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
2025-03-31
Add
Add
+0.24%
●
36.91 ($39.42) 41.03
$42.99
9.06%
Add 3.72%
859,000
30,807
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.23%
●
29.56 ($30.89) 31.77
$31.60
2.30%
Add 8.98%
474,044
39,066
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Add
Add
+0.22%
●
105.3 ($105.71) 106.24
$106.47
0.72%
Add 30.57%
45,946
10,757

Tobias Financial Advisors, Inc. Total Holding History ($B)

To

Tobias Financial Advisors, Inc.'s Asset Allocation

To

Tobias Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Tobias Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Tobias Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tobias Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Tobias Financial Advisors, Inc.'s Holdings Bubble Chart

Tobias Financial Advisors, Inc. News

  • 1

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