- New Purchases: BAX, R, TXMD,
- Added Positions: LDUR, SPAB, VUG, IQLT, VMBS, DWM, DLN, ICLN, IYT, VWO, IJT, IWN, IWO, QUAL, PDBC, MEAR, AAPL, JPST, GWX, EFV, TSLA, SPEM, IWD, AOA, ECOR, SLYV, SPYD, AMZN, VYM, NFLX, JNJ,
- Reduced Positions: AGG, IVE, AIZ, XT, VEU, PWB, SCZ, SPYV, MSFT, EFA,
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.- SPDR Portfolio Aggregate Bond ETF (SPAB) - 1,257,180 shares, 14.03% of the total portfolio. Shares added by 8.19%
- Vanguard Growth ETF (VUG) - 79,101 shares, 8.58% of the total portfolio. Shares added by 8.73%
- Vanguard Mortgage-Backed Securities ETF (VMBS) - 421,224 shares, 8.39% of the total portfolio. Shares added by 6.94%
- PIMCO Enhanced Low Duration Active Exchange-Traded (LDUR) - 205,189 shares, 7.81% of the total portfolio. Shares added by 20.53%
- iShares MSCI Intl Quality Factor ETF (IQLT) - 387,162 shares, 5.48% of the total portfolio. Shares added by 13.32%
Tobias Financial Advisors, Inc. initiated holding in Baxter International Inc. The purchase prices were between $73.77 and $83.61, with an estimated average price of $79.12. The stock is now traded at around $79.550000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,183 shares as of 2021-09-30.
New Purchase: Ryder System Inc (R)Tobias Financial Advisors, Inc. initiated holding in Ryder System Inc. The purchase prices were between $68.94 and $85.17, with an estimated average price of $76.97. The stock is now traded at around $87.330000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,056 shares as of 2021-09-30.
New Purchase: TherapeuticsMD Inc (TXMD)Tobias Financial Advisors, Inc. initiated holding in TherapeuticsMD Inc. The purchase prices were between $0.67 and $1.21, with an estimated average price of $0.89. The stock is now traded at around $0.612500. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 16,000 shares as of 2021-09-30.
Added: PIMCO Enhanced Low Duration Active Exchange-Traded (LDUR)Tobias Financial Advisors, Inc. added to a holding in PIMCO Enhanced Low Duration Active Exchange-Traded by 20.53%. The purchase prices were between $101.37 and $101.7, with an estimated average price of $101.55. The stock is now traded at around $101.060000. The impact to a portfolio due to this purchase was 1.33%. The holding were 205,189 shares as of 2021-09-30.
Added: WisdomTree International Equity Fund (DWM)Tobias Financial Advisors, Inc. added to a holding in WisdomTree International Equity Fund by 23.49%. The purchase prices were between $52.87 and $55.84, with an estimated average price of $54.62. The stock is now traded at around $54.320000. The impact to a portfolio due to this purchase was 0.48%. The holding were 128,348 shares as of 2021-09-30.
Added: Tesla Inc (TSLA)Tobias Financial Advisors, Inc. added to a holding in Tesla Inc by 20.53%. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1013.390000. The impact to a portfolio due to this purchase was 0.02%. The holding were 364 shares as of 2021-09-30.
Added: electroCore Inc (ECOR)Tobias Financial Advisors, Inc. added to a holding in electroCore Inc by 38.30%. The purchase prices were between $0.93 and $1.18, with an estimated average price of $1.03. The stock is now traded at around $0.923900. The impact to a portfolio due to this purchase was 0.01%. The holding were 101,000 shares as of 2021-09-30.
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