Tobias Financial Advisors, Inc. Buys iShares 1-3 Year Treasury Bond ETF, iShares Edge MSCI Intl Quality Factor, iShares MSCI EAFE Value, Sells SPDR Wells Fargo Preferred Stock, iShares Core U.S. Aggregate Bond, JPMorgan Ultra-Short Income

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May 13, 2020
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Investment company Tobias Financial Advisors, Inc. (Current Portfolio) buys iShares 1-3 Year Treasury Bond ETF, iShares Edge MSCI Intl Quality Factor, iShares MSCI EAFE Value, Assurant Inc, Amazon.com Inc, sells SPDR Wells Fargo Preferred Stock, iShares Core U.S. Aggregate Bond, JPMorgan Ultra-Short Income, JPMorgan Diversified Return International Equity, Global X Super Dividend during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Tobias Financial Advisors, Inc.. As of 2020Q1, Tobias Financial Advisors, Inc. owns 52 stocks with a total value of $119 million. These are the details of the buys and sells.

For the details of Tobias Financial Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/tobias+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Tobias Financial Advisors, Inc.
  1. SPDR Portfolio Aggregate Bond (SPAB) - 1,279,417 shares, 32.46% of the total portfolio. Shares added by 6.78%
  2. Vanguard Growth (VUG) - 78,429 shares, 10.32% of the total portfolio. Shares added by 0.01%
  3. WisdomTree U.S. LargeCap Dividend Fund (DLN) - 83,941 shares, 5.70% of the total portfolio. Shares added by 3.05%
  4. WisdomTree International Equity Fund (DWM) - 152,312 shares, 5.05% of the total portfolio. Shares added by 4.43%
  5. iShares Russell 1000 Value (IWD) - 40,304 shares, 3.36% of the total portfolio. Shares reduced by 1.58%
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Tobias Financial Advisors, Inc. initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.65. The impact to a portfolio due to this purchase was 3%. The holding were 41,300 shares as of .

New Purchase: iShares Edge MSCI Intl Quality Factor (IQLT)

Tobias Financial Advisors, Inc. initiated holding in iShares Edge MSCI Intl Quality Factor. The purchase prices were between $22.29 and $32.88, with an estimated average price of $29.92. The stock is now traded at around $27.24. The impact to a portfolio due to this purchase was 1.1%. The holding were 50,551 shares as of .

New Purchase: Aldeyra Therapeutics Inc (ALDX)

Tobias Financial Advisors, Inc. initiated holding in Aldeyra Therapeutics Inc. The purchase prices were between $1.62 and $6.4, with an estimated average price of $4.55. The stock is now traded at around $3.35. The impact to a portfolio due to this purchase was 0.07%. The holding were 34,173 shares as of .

Added: iShares MSCI EAFE Value (EFV)

Tobias Financial Advisors, Inc. added to a holding in iShares MSCI EAFE Value by 55.11%. The purchase prices were between $30.99 and $50.45, with an estimated average price of $44.48. The stock is now traded at around $36.65. The impact to a portfolio due to this purchase was 0.21%. The holding were 19,397 shares as of .

Added: Assurant Inc (AIZ)

Tobias Financial Advisors, Inc. added to a holding in Assurant Inc by 224.00%. The purchase prices were between $80.41 and $142.52, with an estimated average price of $123.86. The stock is now traded at around $93.10. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,592 shares as of .

Added: Amazon.com Inc (AMZN)

Tobias Financial Advisors, Inc. added to a holding in Amazon.com Inc by 23.05%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2356.95. The impact to a portfolio due to this purchase was 0.13%. The holding were 411 shares as of .

Added: Athersys Inc (ATHX)

Tobias Financial Advisors, Inc. added to a holding in Athersys Inc by 115.56%. The purchase prices were between $1.17 and $3, with an estimated average price of $1.4. The stock is now traded at around $3.06. The impact to a portfolio due to this purchase was 0.05%. The holding were 34,544 shares as of .

Added: electroCore Inc (ECOR)

Tobias Financial Advisors, Inc. added to a holding in electroCore Inc by 169.92%. The purchase prices were between $0.33 and $1.62, with an estimated average price of $1. The stock is now traded at around $1.02. The impact to a portfolio due to this purchase was 0.04%. The holding were 70,053 shares as of .

Sold Out: SPDR Wells Fargo Preferred Stock (PSK)

Tobias Financial Advisors, Inc. sold out a holding in SPDR Wells Fargo Preferred Stock. The sale prices were between $31.08 and $44.66, with an estimated average price of $42.67.

Sold Out: JPMorgan Diversified Return International Equity (JPIN)

Tobias Financial Advisors, Inc. sold out a holding in JPMorgan Diversified Return International Equity. The sale prices were between $37.58 and $57.57, with an estimated average price of $51.8.

Sold Out: Global X Super Dividend (DIV)

Tobias Financial Advisors, Inc. sold out a holding in Global X Super Dividend. The sale prices were between $10.98 and $23.42, with an estimated average price of $20.01.

Sold Out: Schwab US Dividend Equity (SCHD)

Tobias Financial Advisors, Inc. sold out a holding in Schwab US Dividend Equity. The sale prices were between $39.5 and $59.28, with an estimated average price of $54.29.

Sold Out: Vanguard Small-Cap Value (VBR)

Tobias Financial Advisors, Inc. sold out a holding in Vanguard Small-Cap Value. The sale prices were between $75.8 and $139.04, with an estimated average price of $122.74.

Sold Out: Verizon Communications Inc (VZ)

Tobias Financial Advisors, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $49.94 and $61.4, with an estimated average price of $57.34.



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