Tobias Financial Advisors, Inc. Reduced Holdings in Q4 2024

Tobias Financial Advisors, Inc.

  • $483 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-480K
- 49.3%
$50.23 - $50.46 $24.1M - $24.2M
493K $24.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-36.8K
- 1.16%
$24.94 - $26.14 $918K - $962K
3.13M $78.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.02K
- 4.08%
$71.75 - $75.11 $432K - $452K
142K $10.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.7K
- 2.84%
$79.93 - $88.06 $136K - $150K
58.2K $4.65M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-345
- 0.18%
$27.88 - $30.51 $9.62K - $10.5K
196K $5.47M
DWM
Wisdomtree Tr

ETFs
-1.73K
- 2.69%
$52.54 - $57.11 $91K - $98.9K
62.6K $3.3M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-4.37K
- 5.35%
$77.23 - $82.11 $337K - $359K
77.2K $6.01M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.17K
- 1.05%
$30.93 - $33.94 $36.3K - $39.8K
110K $3.42M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-898
- 2.52%
$75.1 - $82.99 $67.4K - $74.5K
34.7K $2.62M
MUB
Ishares National Muni Bond ETF

ETFs
-2.64K
- 8.1%
$105.78 - $108.7 $279K - $287K
29.9K $3.19M
EEM
Ishares Msci Emerging Markets

ETFs
-258
- 0.34%
$41.82 - $47.36 $10.8K - $12.2K
76.1K $3.18M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.41K
- 1.11%
$40.38 - $44.35 $97.3K - $107K
215K $8.81M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.85K
- 3.64%
$38.37 - $42.82 $70.9K - $79.1K
49K $1.88M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.85K
- 4.38%
$43.02 - $47.32 $79.4K - $87.3K
40.3K $1.74M
IVE
Ishares S&P 500 Value ETF

ETFs
-375
- 2.47%
$189.5 - $206.17 $71.1K - $77.3K
14.8K $2.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
-280
- 1.14%
$57.29 - $63.1 $16K - $17.7K
24.4K $1.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-410
- 3.74%
$183.23 - $199.79 $75.1K - $81.9K
10.5K $1.95M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-11
- 0.04%
$134.53 - $150.65 $1.48K - $1.66K
25.1K $3.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-77
- 0.56%
$60.13 - $67.31 $4.63K - $5.18K
13.6K $829K
TSLA
Tesla, Inc.

Consumer Cyclical
-698
- 51.29%
$213.65 - $479.86 $149K - $335K
663 $267K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-328
- 1.69%
$89.9 - $100.66 $29.5K - $33K
19.1K $1.73M
XOM
Exxon Mobil Corp

Energy
-176
- 4.14%
$105.51 - $125.37 $18.6K - $22.1K
4.07K $438K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-439
- 2.11%
$51.09 - $55.27 $22.4K - $24.3K
20.4K $1.04M
TT
Trane Technologies PLC

Industrials
-78
- 8.76%
$369.35 - $419.14 $28.8K - $32.7K
812 $299K
VBR
Vanguard Small Cap Value ETF

ETFs
-81
- 0.86%
$197.36 - $217.3 $16K - $17.6K
9.3K $1.84M
VIG
Vanguard Dividend Appreciation

ETFs
-182
- 1.18%
N/A
15.3K $2.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-582
- 4.89%
$50.37 - $50.6 $29.3K - $29.4K
11.3K $570K
VONV
Vanguard Russell 1000 Value Et

ETFs
-292
- 7.08%
$80.87 - $87.69 $23.6K - $25.6K
3.83K $311K
DFAT
Dimensional ETF Tr U S Target

ETFs
-461
- 1.68%
$54.54 - $61.04 $25.1K - $28.1K
27K $1.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-219
- 7.38%
$264.18 - $304.19 $57.9K - $66.6K
2.75K $769K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-49
- 1.86%
$94.79 - $95.69 $4.64K - $4.69K
2.59K $245K
VTWO
Vanguard Russell 2000 ETF

ETFs
-28
- 0.34%
$87.42 - $98.06 $2.45K - $2.75K
8.3K $741K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1
- -0.0%
$98.04 - $108.11 $98 - $108
20.6K $2.1M
GOOGL
Alphabet Inc.

Communication Services
-12
- 0.4%
$161.86 - $196.66 $1.94K - $2.36K
2.99K $566K
NVDA
Nvidia Corp

Technology
-26
- 0.22%
$117.0 - $148.88 $3.04K - $3.87K
11.7K $1.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.47K
- 2.43%
$94.43 - $105.47 $139K - $155K
58.9K $5.98M
SPYG
Spdr Portfolio

ETFs
-888
- 1.42%
$81.74 - $91.38 $72.6K - $81.1K
61.8K $5.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-195
- 0.73%
$370.24 - $418.94 $72.2K - $81.7K
26.6K $10.7M
VUG
Vanguard Growth ETF

ETFs
-762
- 1.01%
$378.79 - $428.11 $289K - $326K
74.7K $30.7M
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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