TOBIAS FINANCIAL ADVISORS, INC.

Institutional manager (13F) · CIK 1802080

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $662M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$107M	4,178,789
2	ISHARES TR	$48M	1,027,916
3	VANGUARD BD INDEX FDS	$43M	543,467
4	SSGA ACTIVE ETF TR	$39M	1,071,026
5	INVESCO EXCH TRADED FD TR II	$37M	155,379
6	DIMENSIONAL ETF TRUST	$31M	596,017
7	VANGUARD INDEX FDS	$30M	69,198
8	ISHARES INC	$28M	400,843
9	DIMENSIONAL ETF TRUST	$25M	691,191
10	VANGUARD INTL EQUITY INDEX F	$21M	394,503
11	DIMENSIONAL ETF TRUST	$21M	615,738
12	ISHARES TR	$20M	105,698
13	J P MORGAN EXCHANGE TRADED F	$17M	305,680
14	VANGUARD INDEX FDS	$17M	187,509
15	DIMENSIONAL ETF TRUST	$16M	447,931
16	ISHARES TR	$13M	42,405
17	ISHARES TR	$11M	25,548
18	DIMENSIONAL ETF TRUST	$10M	205,269
19	VANGUARD BD INDEX FDS	$10M	134,412
20	SPDR SERIES TRUST	$8M	84,347
21	ISHARES TR	$8M	70,943
22	SPDR INDEX SHS FDS	$7M	183,477
23	APPLE INC	$6M	24,568
24	ISHARES TR	$6M	50,836
25	ISHARES TR	$6M	56,457
26	WISDOMTREE TR	$5M	61,414
27	SPDR INDEX SHS FDS	$5M	102,313
28	VANGUARD INTL EQUITY INDEX F	$5M	32,700
29	INVESCO QQQ TR	$4M	7,271
30	VANGUARD INDEX FDS	$4M	20,522
31	SPDR INDEX SHS FDS	$4M	90,669
32	VANGUARD WHITEHALL FDS	$4M	42,089
33	ISHARES TR	$4M	16,455
34	NVIDIA CORPORATION	$3M	19,862
35	ISHARES TR	$3M	17,844
36	ISHARES TR	$3M	36,750
37	ISHARES TR	$3M	31,906
38	ISHARES TR	$3M	56,366
39	ISHARES TR	$3M	21,356
40	AMAZON COM INC	$3M	13,939
41	VANGUARD SPECIALIZED FUNDS	$3M	13,025
42	WISDOMTREE TR	$3M	39,140
43	ISHARES TR	$3M	26,719
44	VANGUARD INTL EQUITY INDEX F	$2M	29,950
45	VANGUARD INDEX FDS	$2M	7,336
46	VANGUARD INDEX FDS	$2M	9,346
47	ISHARES TR	$2M	3,009
48	ISHARES TR	$2M	9,058
49	MICROSOFT CORP	$2M	5,045
50	ISHARES TR	$2M	20,425

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.