HoldingsChannel.com
Tobias Financial Advisors Inc. Top Holdings
As of  09/30/2022, below is a summary of the Tobias Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Tobias Financial Advisors Inc.. In the Tobias Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Tobias Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Tobias Financial Advisors Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BND) 297,363 -260,920 $21,211
     BND297,363-260,920$21,211
PIMCO ETF TR (LDUR) 195,732 +80,657 $18,538
     LDUR195,732+80,657$18,538
INVESCO EXCH TRADED FD TR II (QQQM) 161,499 +3,042 $17,757
     QQQM161,499+3,042$17,757
VANGUARD INDEX FDS (VUG) 79,087 -1,759 $16,921
     VUG79,087-1,759$16,921
VANGUARD BD INDEX FDS (BSV) 220,423 +211,658 $16,492
     BSV220,423+211,658$16,492
SPDR SER TR (SPAB) 564,521 -248,545 $14,085
     SPAB564,521-248,545$14,085
ISHARES TR (IQLT) 504,509 +115,965 $14,015
     IQLT504,509+115,965$14,015
WISDOMTREE TR 215,181 +8,844 $11,891
     DLN215,181+8,844$11,891
ISHARES TR (ICLN) 595,146 +39,837 $11,361
     ICLN595,146+39,837$11,361
ISHARES TR (QUAL) 83,393 +6,276 $8,668
     QUAL83,393+6,276$8,668
DIMENSIONAL ETF TRUST (DFUV) 286,761 +52,243 $8,491
     DFUV286,761+52,243$8,491
J P MORGAN EXCHANGE TRADED F (JSCP) 177,712 -24,045 $8,054
     JSCP177,712-24,045$8,054
WISDOMTREE TR 182,933 +53,436 $7,345
     DWM182,933+53,436$7,345
ISHARES TR (IWF) 32,148 +2,063 $6,764
     IWF32,148+2,063$6,764
SPDR SER TR (SPYG) 109,114 +14,447 $5,467
     SPYG109,114+14,447$5,467
VANGUARD INTL EQUITY INDEX F (VWO) 141,159 +19,818 $5,151
     VWO141,159+19,818$5,151
INVESCO ACTVELY MNGD ETC FD 313,904 +6,718 $5,079
     PDBC313,904+6,718$5,079
SPDR INDEX SHS FDS (CWI) 225,730 -6,468 $4,788
     CWI225,730-6,468$4,788
VANGUARD WHITEHALL FDS (VIGI) 76,383 -17,908 $4,735
     VIGI76,383-17,908$4,735
ISHARES TR (IJT) 45,239 +8,279 $4,599
     IJT45,239+8,279$4,599
ISHARES TR (IWN) 35,045 +6,109 $4,518
     IWN35,045+6,109$4,518
ISHARES TR (IWO) 19,648 +2,038 $4,059
     IWO19,648+2,038$4,059
VANGUARD INDEX FDS (VTV) 30,073 -28,932 $3,713
     VTV30,073-28,932$3,713
ISHARES U S ETF TR (MEAR) 72,821 +16,845 $3,615
     MEAR72,821+16,845$3,615
ISHARES TR (SUB) 33,732 +31,814 $3,463
     SUB33,732+31,814$3,463
ISHARES TR (EEM) 97,738 +31,689 $3,409
     EEM97,738+31,689$3,409
ISHARES TR (IVE) 19,930 +5,388 $2,561
     IVE19,930+5,388$2,561
SPDR SER TR (SPYD) 69,803 -4,616 $2,476
     SPYD69,803-4,616$2,476
APPLE INC 17,307 -3,615 $2,392
     AAPL17,307-3,615$2,392
VANGUARD SPECIALIZED FUNDS (VIG) 16,835 +1,379 $2,275
     VIG16,835+1,379$2,275
ISHARES INC (IEMG) 50,160 -10,847 $2,156
     IEMG50,160-10,847$2,156
DIMENSIONAL ETF TRUST (DFIV) 82,877 +10,447 $2,135
     DFIV82,877+10,447$2,135
SPDR INDEX SHS FDS (SPEM) 68,270 -11,844 $2,119
     SPEM68,270-11,844$2,119
SPDR INDEX SHS FDS (GWX) 79,101 -26,738 $2,062
     GWX79,101-26,738$2,062
ISHARES TR (IWD) 13,422 -625 $1,825
     IWD13,422-625$1,825
VANGUARD INDEX FDS (VBR) 11,832 -4,042 $1,697
     VBR11,832-4,042$1,697
ISHARES TR (IVW) 24,642 -12,441 $1,426
     IVW24,642-12,441$1,426
SPDR SER TR (SLYG) 20,906 -3,759 $1,424
     SLYG20,906-3,759$1,424
ISHARES TR (EFA) 24,173 -37,196 $1,354
     EFA24,173-37,196$1,354
J P MORGAN EXCHANGE TRADED F (JPST) 26,245 -4,719 $1,316
     JPST26,245-4,719$1,316
INVESCO EXCHANGE TRADED FD T (PWB) 21,381 UNCH $1,218
     PWB21,381UNCH$1,218
VANGUARD INTL EQUITY INDEX F (VEU) 26,549 -20 $1,178
     VEU26,549-20$1,178
ISHARES TR (IJS) 13,476 +474 $1,111
     IJS13,476+474$1,111
VANGUARD TAX MANAGED FDS (VEA) 28,971 -7,767 $1,053
     VEA28,971-7,767$1,053
ISHARES TR (EFV) 26,541 -14,791 $1,023
     EFV26,541-14,791$1,023
DIMENSIONAL ETF TRUST (DFAT) 26,118 -28,526 $1,018
     DFAT26,118-28,526$1,018
JOHNSON & JOHNSON 6,100 -28 $996
     JNJ6,100-28$996
SPDR SER TR (SPYV) 26,190 +9,080 $903
     SPYV26,190+9,080$903
ISHARES TR (AGG) 9,224 +3,925 $889
     AGG9,224+3,925$889
VANGUARD SCOTTSDALE FDS (VTWV) 7,836 -86 $888
     VTWV7,836-86$888

See Full List: All Stocks Held By Tobias Financial Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Tobias Financial Advisors Inc.

Size ($ in 1000's)
At 09/30/2022: $283,483
At 06/30/2022: $297,756

Tobias Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tobias Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Tobias Financial Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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