Tobias Financial Advisors, Inc. Reduced Holdings in Q1 2025

Tobias Financial Advisors, Inc.

  • $499 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-350K
- 98.54%
$91.17 - $95.39 $31.9M - $33.4M
5.18K $493K
VUG
Vanguard Growth ETF

ETFs
-68
- 0.09%
$369.1 - $427.61 $25.1K - $29.1K
74.7K $27.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-733
- 2.76%
$360.07 - $417.26 $264K - $306K
25.9K $9.34M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-84
- 0.22%
$254.58 - $302.92 $21.4K - $25.4K
37.7K $9.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.13K
- 1.14%
$168.16 - $186.21 $190K - $210K
98.1K $16.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.73K
- 2.94%
$92.45 - $106.69 $160K - $185K
57.2K $5.31M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-288
- 1.15%
$121.0 - $142.28 $34.8K - $41K
24.8K $3.09M
IWN
Ishares Russell2000 Val ETF

ETFs
-37
- 0.2%
$149.27 - $169.4 $5.52K - $6.27K
18.6K $2.81M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-3.96K
- 5.13%
$76.77 - $82.22 $304K - $326K
73.2K $5.81M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-14
- 0.1%
$96.3 - $112.23 $1.35K - $1.57K
14K $1.36M
DFAT
Dimensional ETF Tr U S Target

ETFs
-220
- 0.82%
$50.44 - $58.1 $11.1K - $12.8K
26.7K $1.38M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.01%
$94.5 - $110.71 $284 - $332
20.6K $1.98M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.45K
- 8.56%
$42.18 - $45.16 $146K - $156K
36.9K $1.63M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.35K
- 7.81%
$75.7 - $80.01 $102K - $108K
15.9K $1.22M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.68K
- 1.71%
$39.96 - $43.3 $147K - $159K
212K $8.72M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3.12K
- 5.35%
$78.97 - $85.82 $246K - $267K
55.1K $4.57M
VIG
Vanguard Dividend Appreciation

ETFs
-329
- 2.15%
N/A
14.9K $2.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
-520
- 15.01%
$82.81 - $92.93 $43.1K - $48.3K
2.94K $250K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-250
- 6.37%
$77.33 - $90.16 $19.3K - $22.5K
3.67K $288K
VTI
Vanguard Total Stock Market Et

ETFs
-76
- 4.31%
$271.18 - $303.12 $20.6K - $23K
1.69K $463K
WMT
Walmart Inc.

Consumer Defensive
-201
- 4.26%
$84.5 - $105.05 $17K - $21.1K
4.52K $396K
VNQ
Vanguard Specialized Funds Van

ETFs
-307
- 10.87%
$85.55 - $94.34 $26.3K - $29K
2.52K $227K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-170
- 0.83%
$49.78 - $53.19 $8.46K - $9.04K
20.2K $1.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-119
- 1.6%
$126.11 - $135.06 $15K - $16.1K
7.32K $943K
NEE
Nextera Energy Inc

Utilities
-8
- 0.23%
$66.96 - $76.16 $536 - $609
3.49K $247K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-22
- 0.85%
$94.87 - $96.11 $2.09K - $2.11K
2.57K $246K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-31
- 0.27%
$50.39 - $50.66 $1.56K - $1.57K
11.3K $571K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-906
- 1.85%
$37.07 - $40.63 $33.6K - $36.8K
48.1K $1.89M
GLD
Spdr Gold Trust

ETFs
-233
- 10.92%
$243.19 - $288.14 $56.7K - $67.1K
1.9K $547K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-63
- 0.46%
$59.28 - $66.1 $3.73K - $4.16K
13.6K $862K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.16K
- 1.96%
$30.35 - $33.16 $65.6K - $71.7K
108K $3.46M
VEA
Vanguard Ftse Developed Market

ETFs
-240
- 0.99%
$47.4 - $52.99 $11.4K - $12.7K
24K $1.22M
VTV
Vanguard Value ETF

ETFs
-22
- 0.1%
$167.73 - $179.21 $3.69K - $3.94K
21.3K $3.68M
EEM
Ishares Msci Emerging Markets

ETFs
-818
- 1.07%
$40.81 - $45.34 $33.4K - $37.1K
75.3K $3.29M
EFV
Msci Eafe Value ETF

ETFs
-83
- 0.43%
$51.88 - $60.73 $4.31K - $5.04K
19.3K $1.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-66
- 0.19%
$74.85 - $84.89 $4.94K - $5.6K
34.6K $2.83M
DWM
Wisdomtree Tr

ETFs
-1.56K
- 2.48%
$52.19 - $59.86 $81.2K - $93.1K
61.1K $3.55M
Activity Summary
Buys All Purchases 60 New Holdings 6 Increased Positions 54 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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