Tobias Financial Advisors, Inc. Incresed Positions in Q3 2024

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
129K
+ 4.25%
$24.86 - $26.33 $3.21M - $3.4M
3.17M $82.9M
IEF
Ishares Barclays

ETFs
21K
+ 6.32%
$92.67 - $99.14 $1.95M - $2.08M
353K $34.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.3K
+ 1.76%
$37.37 - $41.82 $535K - $599K
827K $34.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
50.3K
+ 5.46%
$50.2 - $50.48 $2.53M - $2.54M
973K $48.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.1K
+ 3.74%
$41.9 - $48.26 $467K - $538K
310K $14.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
28.9K
+ 11.58%
$28.25 - $31.7 $816K - $916K
278K $8.57M
VUG
Vanguard Growth ETF

ETFs
1.43K
+ 1.93%
$341.08 - $391.94 $487K - $560K
75.5K $29M
DFIV
Dimensional ETF Tr

ETFs
15.5K
+ 5.54%
$34.66 - $38.38 $538K - $596K
296K $11.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.13K
+ 3.16%
$256.4 - $289.78 $290K - $327K
36.9K $10.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.46K
+ 1.51%
$162.64 - $179.3 $237K - $261K
98.1K $17.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.5K
+ 41.98%
$75.32 - $84.37 $793K - $888K
35.6K $2.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 0.72%
$178.94 - $207.0 $204K - $236K
160K $32.1M
VTV
Vanguard Value ETF

ETFs
2.31K
+ 11.35%
$159.75 - $174.57 $369K - $403K
22.6K $3.95M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.12K
+ 2.16%
$71.45 - $75.64 $223K - $236K
148K $11.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
49
+ 0.2%
$127.29 - $141.5 $6.24K - $6.93K
25.1K $3.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
258
+ 0.54%
$96.25 - $101.98 $24.8K - $26.3K
48.5K $4.91M
VBR
Vanguard Small Cap Value ETF

ETFs
107
+ 1.15%
$179.99 - $201.6 $19.3K - $21.6K
9.38K $1.88M
IJS
Ishares S&P Smallcap 600 Value

ETFs
12
+ 0.09%
$95.81 - $109.03 $1.15K - $1.31K
13.3K $1.43M
GLD
Spdr Gold Trust

ETFs
365
+ 20.64%
$215.56 - $246.98 $78.7K - $90.1K
2.13K $518K
IEMG
Ishares Inc

ETFs
2.46K
+ 8.93%
$53.64 - $53.64 $132K - $132K
30K $1.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
266
+ 50.76%
$434.77 - $502.96 $116K - $134K
790 $385K
VEU
Vanguard Ftse All World Ex Us

ETFs
68
+ 0.28%
$56.47 - $63.69 $3.84K - $4.33K
24.6K $1.55M
AOA
Ishares Tr Core Aggressive All

ETFs
302
+ 1.89%
$72.11 - $79.05 $21.8K - $23.9K
16.3K $1.29M
JNJ
Johnson & Johnson

Healthcare
87
+ 1.96%
$145.48 - $167.38 $12.7K - $14.6K
4.53K $733K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
115
+ 1.61%
$117.9 - $128.2 $13.6K - $14.7K
7.24K $927K
SPG
Simon Property Group Inc

Real Estate
97
+ 2.72%
$146.09 - $170.11 $14.2K - $16.5K
3.66K $618K
VTWO
Vanguard Russell 2000 ETF

ETFs
8
+ 0.1%
$81.17 - $90.77 $649 - $726
8.32K $743K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 8.91%
$405.19 - $478.57 $22.3K - $26.3K
672 $309K
KIM
Kimco Realty Corp

Real Estate
83
+ 0.57%
$19.24 - $24.06 $1.6K - $2K
14.6K $339K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.07%
$240.48 - $267.94 $481 - $536
2.97K $793K
UNH
Unitedhealth Group Inc

Healthcare
12
+ 2.05%
$488.01 - $604.18 $5.86K - $7.25K
597 $349K
XOM
Exxon Mobil Corp

Energy
302
+ 7.65%
$109.72 - $119.0 $33.1K - $35.9K
4.25K $498K
MSFT
Microsoft Corp

Technology
231
+ 7.02%
$395.15 - $467.56 $91.3K - $108K
3.52K $1.52M
AVGO
Broadcom Inc.

Technology
1.25K
+ 995.24%
$136.27 - $1745.86 $171K - $2.19M
1.38K $238K
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 8.47%
$194.9 - $224.8 $19.5K - $22.5K
1.28K $270K
V
Visa Inc.

Financial Services
4
+ 0.17%
$253.74 - $291.56 $1.01K - $1.17K
2.41K $661K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.27%
$531.86 - $624.21 $532 - $624
373 $230K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 3.46%
$801.83 - $917.05 $9.62K - $11K
359 $318K
BOND
Pimco Active Bond Exchange Tra

ETFs
34
+ 1.25%
$90.01 - $95.32 $3.06K - $3.24K
2.75K $259K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
23
+ 0.88%
$94.39 - $96.15 $2.17K - $2.21K
2.64K $253K
LLY
Eli Lilly & CO

Healthcare
8
+ 2.79%
$772.14 - $960.02 $6.18K - $7.68K
295 $261K
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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