HoldingsChannel.com
Tobias Financial Advisors Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR SER TR (SPAB) 1,279,417 +81,202 $38,664
     SPAB1,279,417+81,202$38,664
VANGUARD INDEX FDS (VUG) 78,429 +6 $12,289
     VUG78,429+6$12,289
ISHARES TR (QUAL) 113,667 +113,496 $9,212
     QUAL113,667+113,496$9,212
ISHARES TR (XT) 198,852 +8,886 $7,081
     XT198,852+8,886$7,081
WISDOMTREE TR 83,941 +2,483 $6,794
     DLN83,941+2,483$6,794
WISDOMTREE TR 152,312 +6,462 $6,015
     DWM152,312+6,462$6,015
ISHARES TR (IWD) 40,304 -649 $3,997
     IWD40,304-649$3,997
ISHARES TR (SHY) 41,300 +41,300 $3,579
     SHY41,300+41,300$3,579
ISHARES TR (IWF) 23,280 -967 $3,507
     IWF23,280-967$3,507
VANGUARD INTL EQUITY INDEX F (VWO) 99,480 +9,005 $3,338
     VWO99,480+9,005$3,338
ISHARES TR (SCZ) 73,849 +1,652 $3,311
     SCZ73,849+1,652$3,311
VANGUARD TAX MANAGED INTL FD (VEA) 91,676 -3,974 $3,056
     VEA91,676-3,974$3,056
ISHARES TR (AGG) 25,461 -28,688 $2,937
     AGG25,461-28,688$2,937
ISHARES TR (IWO) 17,566 +1,063 $2,778
     IWO17,566+1,063$2,778
ISHARES TR (IJT) 19,465 +633 $2,684
     IJT19,465+633$2,684
ISHARES TR (IWN) 32,289 +3,634 $2,649
     IWN32,289+3,634$2,649
VANGUARD INTL EQUITY INDEX F (VEU) 52,815 -2,169 $2,166
     VEU52,815-2,169$2,166
VANGUARD SPECIALIZED FUNDS (VIG) 17,418 -119 $1,801
     VIG17,418-119$1,801
APPLE INC 6,620 +1 $1,683
     AAPL6,620+1$1,683
SPDR SER TR (SPYV) 53,891 +7,777 $1,393
     SPYV53,891+7,777$1,393
ISHARES TR (IQLT) 50,551 +50,551 $1,307
     IQLT50,551+50,551$1,307
ISHARES TR (IJS) 12,658 +1,651 $1,265
     IJS12,658+1,651$1,265
ISHARES TR (IVW) 7,505 -177 $1,239
     IVW7,505-177$1,239
ISHARES TR (EFA) 21,553 +1 $1,152
     EFA21,553+1$1,152
INVESCO EXCHANGE TRADED FD T (PWB) 26,071 +2,872 $1,141
     PWB26,071+2,872$1,141
ISHARES TR (IVE) 11,591 -453 $1,116
     IVE11,591-453$1,116
VANGUARD WHITEHALL FDS (VIGI) 18,984 +1,165 $1,107
     VIGI18,984+1,165$1,107
SPDR INDEX SHS FDS (GWX) 41,123 -2,495 $936
     GWX41,123-2,495$936
VANGUARD INDEX FDS (VTV) 9,016 +521 $803
     VTV9,016+521$803
AMAZON COM INC 411 +77 $801
     AMZN411+77$801
SPDR INDEX SHS FDS (SPEM) 24,651 +1,363 $702
     SPEM24,651+1,363$702
ISHARES TR (EFV) 19,397 +6,892 $692
     EFV19,397+6,892$692
SPDR SER TR (SLYV) 16,152 +760 $660
     SLYV16,152+760$660
VANGUARD WHITEHALL FDS (VYM) 8,780 UNCH $621
     VYM8,780UNCH$621
PEPSICO INC 4,907 +50 $589
     PEP4,907+50$589
SPDR SER TR (SPYG) 15,814 +1,661 $565
     SPYG15,814+1,661$565
ISHARES TR (EEM) 14,714 +368 $502
     EEM14,714+368$502
ISHARES U S ETF TR (MEAR) 9,057 -8,297 $451
     MEAR9,057-8,297$451
ISHARES TR (AOR) 9,236 -7 $382
     AOR9,236-7$382
J P MORGAN EXCHANGE TRADED F (JPST) 6,452 -6,190 $320
     JPST6,452-6,190$320
NEXTERA ENERGY INC 1,273 +1 $306
     NEE1,273+1$306
MICROSOFT CORP 1,838 -446 $290
     MSFT1,838-446$290
ASSURANT INC 2,592 +1,792 $270
     AIZ2,592+1,792$270
ISHARES TR (AOA) 5,209 -3,241 $247
     AOA5,209-3,241$247
VISA INC 1,485 UNCH $239
     V1,485UNCH$239
NUVEEN MUNICIPAL CREDIT INC 16,305 UNCH $229
     NZF16,305UNCH$229
SPDR INDEX SHS FDS (SPDW) 9,237 -250 $221
     SPDW9,237-250$221
SPDR SER TR (SPYD) 8,829 +685 $217
     SPYD8,829+685$217
NUVEEN SELECT MAT MUN FD 19,975 -4,854 $195
     NIM19,975-4,854$195
WESTERN ASSET MUN HIGH INCOM 25,392 UNCH $180
     MHF25,392UNCH$180

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 03/31/2020: $138,322
At 12/31/2019: $156,274

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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