Tobias Financial Advisors, Inc. Reduced Holdings in Q2 2025

Tobias Financial Advisors, Inc.

  • $569 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
REZ
Ishares Tr Residential And Mul

ETFs
-133K
- 42.59%
$76.14 - $86.35 $10.1M - $11.5M
179K $14.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-39.7K
- 12.01%
$24.21 - $29.47 $961K - $1.17M
291K $8.56M
AAPL
Apple Inc.

Technology
-38
- 0.17%
$172.42 - $223.89 $6.55K - $8.51K
22K $4.51M
IEF
Ishares Barclays

ETFs
-2.81K
- 54.22%
$93.15 - $96.56 $261K - $271K
2.37K $226K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-5.37K
- 7.34%
$70.7 - $82.14 $380K - $441K
67.9K $5.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.61K
- 1.84%
$72.02 - $73.82 $188K - $192K
139K $10.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.2K
- 10.53%
$162.76 - $195.77 $195K - $234K
10.2K $1.98M
JNJ
Johnson & Johnson

Healthcare
-344
- 6.59%
$146.36 - $159.82 $50.3K - $55K
4.88K $745K
MUB
Ishares National Muni Bond ETF

ETFs
-843
- 2.44%
$102.31 - $105.8 $86.2K - $89.2K
33.8K $3.53M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.25K
- 3.39%
$38.81 - $44.28 $48.4K - $55.3K
35.6K $1.51M
AIZ
Assurant, Inc.

Financial Services
-223
- 15.67%
$179.73 - $211.56 $40.1K - $47.2K
1.2K $236K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.01K
- 9.1%
$75.29 - $91.16 $378K - $457K
50.1K $4.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 1.49%
$483.48 - $539.8 $5.32K - $5.94K
725 $352K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.52%
$713.71 - $898.95 $2.14K - $2.7K
574 $447K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.17K
- 9.14%
$72.96 - $90.39 $231K - $286K
31.5K $2.81M
NEE
Nextera Energy Inc

Utilities
-169
- 4.84%
$64.11 - $75.0 $10.8K - $12.7K
3.32K $230K
DGRO
Ishares Core Dividend Growth E

ETFs
-285
- 7.27%
$55.22 - $63.94 $15.7K - $18.2K
3.63K $232K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-137
- 3.73%
$67.03 - $80.35 $9.18K - $11K
3.54K $282K
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 0.18%
N/A
14.9K $2.72M
KO
Coca Cola CO

Consumer Defensive
-29
- 0.81%
$68.37 - $73.9 $1.98K - $2.14K
3.54K $250K
GLD
Spdr Gold Trust

ETFs
-109
- 5.74%
$273.71 - $316.29 $29.8K - $34.5K
1.79K $545K
Dimensional ETF Trust
-16.2K
- 3.42%
N/A
458K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-459
- 2.27%
$45.11 - $52.34 $20.7K - $24K
19.8K $1.04M
DFAT
Dimensional ETF Tr U S Target

ETFs
-706
- 2.64%
$44.8 - $53.97 $31.6K - $38.1K
26K $1.4M
EEM
Ishares Msci Emerging Markets

ETFs
-6.48K
- 8.61%
$38.52 - $48.28 $250K - $313K
68.8K $3.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.05%
$114.78 - $133.31 $459 - $533
7.31K $975K
GOOG
Alphabet Inc.

Communication Services
-115
- 2.88%
$146.58 - $180.01 $16.9K - $20.7K
3.88K $688K
EFV
Msci Eafe Value ETF

ETFs
-313
- 1.62%
$52.4 - $64.65 $16.4K - $20.2K
19K $1.21M
IVE
Ishares S&P 500 Value ETF

ETFs
-8
- 0.05%
$168.34 - $195.42 $1.35K - $1.56K
15.1K $2.95M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-372
- 1.96%
$72.61 - $88.75 $27K - $33K
18.6K $1.65M
VTV
Vanguard Value ETF

ETFs
-26
- 0.12%
$153.67 - $176.74 $4K - $4.6K
21.3K $3.76M
NFLX
Netflix Inc

Communication Services
-101
- 17.94%
$855.86 - $1339.13 $86.4K - $135K
462 $618K
DWM
Wisdomtree Tr

ETFs
-3.62K
- 5.92%
$52.06 - $63.91 $188K - $231K
57.5K $3.65M
VEA
Vanguard Ftse Developed Market

ETFs
-644
- 2.68%
$45.65 - $57.01 $29.4K - $36.7K
23.4K $1.33M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-60
- 0.44%
$57.14 - $72.68 $3.43K - $4.36K
13.5K $982K
META
Meta Platforms, Inc.

Communication Services
-89
- 6.84%
$484.66 - $738.09 $43.1K - $65.7K
1.21K $895K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.49K
- 0.71%
$36.25 - $42.28 $54.1K - $63.1K
210K $8.89M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-276
- 1.11%
$108.87 - $133.04 $30K - $36.7K
24.6K $3.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-224
- 1.91%
$167.32 - $223.3 $37.5K - $50K
11.5K $2.52M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-7.18K
- 6.62%
$28.98 - $37.18 $208K - $267K
101K $3.76M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-3.91K
- 2.0%
$26.38 - $32.66 $103K - $128K
192K $6.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.5K
- 2.63%
$82.96 - $110.1 $125K - $165K
55.7K $6.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.28K
- 2.66%
$171.4 - $227.1 $734K - $973K
157K $35.6M
Activity Summary
Buys All Purchases 64 New Holdings 14 Increased Positions 50 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email