Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPAB) | 2,785,187 | +2,010,727 | $71,412 |
SPAB | 2,785,187 | +2,010,727 | $71,412 |
ISHARES TR (IEF) | 297,793 | +297,793 | $28,704 |
IEF | 297,793 | +297,793 | $28,704 |
ISHARES TR (IQLT) | 753,688 | +24,823 | $28,309 |
IQLT | 753,688 | +24,823 | $28,309 |
WISDOMTREE TR | 535,064 | +218,891 | $26,882 |
USFR | 535,064 | +218,891 | $26,882 |
INVESCO EXCH TRADED FD TR II (QQQM) | 156,030 | +5,521 | $26,297 |
QQQM | 156,030 | +5,521 | $26,297 |
VANGUARD INDEX FDS (VUG) | 76,498 | -292 | $23,782 |
VUG | 76,498 | -292 | $23,782 |
ISHARES TR (PFF) | 473,923 | -9,435 | $14,782 |
PFF | 473,923 | -9,435 | $14,782 |
ISHARES TR (QUAL) | 93,170 | +3,416 | $13,709 |
QUAL | 93,170 | +3,416 | $13,709 |
VANGUARD BD INDEX FDS (BND) | 146,529 | +8,962 | $10,777 |
BND | 146,529 | +8,962 | $10,777 |
ISHARES TR (IWF) | 28,879 | -254 | $8,755 |
IWF | 28,879 | -254 | $8,755 |
DIMENSIONAL ETF TRUST (DFUV) | 223,727 | -13,549 | $8,327 |
DFUV | 223,727 | -13,549 | $8,327 |
ISHARES TR (IWO) | 32,161 | +774 | $8,112 |
IWO | 32,161 | +774 | $8,112 |
DIMENSIONAL ETF TRUST (DFLV) | 285,255 | +64,157 | $7,716 |
DFLV | 285,255 | +64,157 | $7,716 |
VANGUARD INTL EQUITY INDEX F (VWO) | 183,945 | +9,981 | $7,560 |
VWO | 183,945 | +9,981 | $7,560 |
DIMENSIONAL ETF TRUST (DFIV) | 219,387 | +28,774 | $7,538 |
DFIV | 219,387 | +28,774 | $7,538 |
WISDOMTREE TR | 94,068 | -30,238 | $6,244 |
DLN | 94,068 | -30,238 | $6,244 |
SPDR INDEX SHS FDS (CWI) | 195,999 | -13,971 | $5,300 |
CWI | 195,999 | -13,971 | $5,300 |
DIMENSIONAL ETF TRUST (DFSV) | 181,135 | +29,535 | $5,275 |
DFSV | 181,135 | +29,535 | $5,275 |
SPDR SER TR (SPYG) | 78,922 | -13,739 | $5,135 |
SPYG | 78,922 | -13,739 | $5,135 |
VANGUARD WHITEHALL FDS (VIGI) | 61,786 | -3,111 | $4,902 |
VIGI | 61,786 | -3,111 | $4,902 |
ISHARES TR (IVW) | 64,682 | -1,513 | $4,858 |
IVW | 64,682 | -1,513 | $4,858 |
ISHARES TR (EEM) | 117,234 | +6,876 | $4,714 |
EEM | 117,234 | +6,876 | $4,714 |
ISHARES TR (AGG) | 46,215 | +13,164 | $4,587 |
AGG | 46,215 | +13,164 | $4,587 |
DIMENSIONAL ETF TRUST (DFIS) | 167,955 | +59,312 | $4,059 |
DFIS | 167,955 | +59,312 | $4,059 |
WISDOMTREE TR | 74,210 | -10,868 | $3,897 |
DWM | 74,210 | -10,868 | $3,897 |
SPDR INDEX SHS FDS (GWX) | 117,463 | -13,752 | $3,731 |
GWX | 117,463 | -13,752 | $3,731 |
ISHARES TR (MUB) | 34,369 | +1,455 | $3,726 |
MUB | 34,369 | +1,455 | $3,726 |
APPLE INC | 19,038 | +373 | $3,665 |
AAPL | 19,038 | +373 | $3,665 |
ISHARES TR (IJT) | 25,434 | -1,313 | $3,183 |
IJT | 25,434 | -1,313 | $3,183 |
ISHARES TR (IWN) | 20,246 | -947 | $3,145 |
IWN | 20,246 | -947 | $3,145 |
VANGUARD INDEX FDS (VTV) | 20,864 | UNCH | $3,119 |
VTV | 20,864 | UNCH | $3,119 |
ISHARES TR (IVE) | 16,361 | +25 | $2,845 |
IVE | 16,361 | +25 | $2,845 |
VANGUARD SPECIALIZED FUNDS (VIG) | 15,704 | -295 | $2,676 |
VIG | 15,704 | -295 | $2,676 |
SPDR INDEX SHS FDS (SPEM) | 60,398 | -4,697 | $2,139 |
SPEM | 60,398 | -4,697 | $2,139 |
ISHARES TR (EFA) | 24,778 | +1,548 | $1,867 |
EFA | 24,778 | +1,548 | $1,867 |
ISHARES TR (IWD) | 11,099 | -316 | $1,834 |
IWD | 11,099 | -316 | $1,834 |
SPDR SER TR (SPYD) | 46,535 | -6,243 | $1,824 |
SPYD | 46,535 | -6,243 | $1,824 |
VANGUARD INDEX FDS (VBR) | 9,899 | UNCH | $1,781 |
VBR | 9,899 | UNCH | $1,781 |
SPDR SER TR (SLYG) | 20,092 | -785 | $1,680 |
SLYG | 20,092 | -785 | $1,680 |
INVESCO EXCHANGE TRADED FD T (PWB) | 20,903 | -222 | $1,624 |
PWB | 20,903 | -222 | $1,624 |
AMAZON COM INC | 9,998 | +538 | $1,519 |
AMZN | 9,998 | +538 | $1,519 |
ISHARES INC (IEMG) | 29,324 | +1,093 | $1,483 |
IEMG | 29,324 | +1,093 | $1,483 |
DIMENSIONAL ETF TRUST (DFAT) | 27,674 | UNCH | $1,448 |
DFAT | 27,674 | UNCH | $1,448 |
VANGUARD INTL EQUITY INDEX F (VEU) | 24,903 | +1,199 | $1,398 |
VEU | 24,903 | +1,199 | $1,398 |
ISHARES TR (IJS) | 13,248 | +23 | $1,365 |
IJS | 13,248 | +23 | $1,365 |
VANGUARD TAX MANAGED FDS (VEA) | 24,970 | +53 | $1,196 |
VEA | 24,970 | +53 | $1,196 |
ISHARES TR (EFV) | 20,103 | -1,044 | $1,047 |
EFV | 20,103 | -1,044 | $1,047 |
VANGUARD SCOTTSDALE FDS (VTWV) | 7,661 | UNCH | $1,046 |
VTWV | 7,661 | UNCH | $1,046 |
SPDR SER TR (SPYV) | 21,429 | -148 | $999 |
SPYV | 21,429 | -148 | $999 |
ISHARES TR (AOA) | 13,832 | +670 | $955 |
AOA | 13,832 | +670 | $955 |
See Full List: All Stocks Held By Tobias Financial Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By Tobias Financial Advisors Inc.
Size ($ in 1000's)
At 12/31/2023: $410,663 At 09/30/2023: $381,101 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 |