Tobias Financial Advisors, Inc. ETFs

Tobias Financial Advisors, Inc.

$569 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFAT Dimensional ETF Tr U S Target	$0	$1.4 Million 0.25% of portfolio	26,024	Q2 2025 Reduced 2.64%
IJS Ishares S&P Smallcap 600 Value	$0	$1.39 Million 0.24% of portfolio	14,011	Q2 2025 Added 0.07%
VEA Vanguard Ftse Developed Market	$0	$1.33 Million 0.23% of portfolio	23,351	Q2 2025 Reduced 2.68%
GSLC Goldman Sachs ETF Tr Activebet	$0	$1.3 Million 0.23% of portfolio	10,687	Q2 2025 New
EFV Msci Eafe Value ETF	$0	$1.21 Million 0.21% of portfolio	19,021	Q2 2025 Reduced 1.62%
VTWV Vanguard Russell 2000 Value Et	$0	$1.07 Million 0.19% of portfolio	7,661	Q3 2023 Reduced 2.23%
SPYV Spdr Portfolio S&P 500 Value E	$0	$1.04 Million 0.18% of portfolio	19,784	Q2 2025 Reduced 2.27%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$982,000 0.17% of portfolio	13,524	Q2 2025 Reduced 0.44%
VYM Vanguard Whitehall Fds (Vangua	$0	$975,000 0.17% of portfolio	7,314	Q2 2025 Reduced 0.05%
TSPA T Rowe Price ETF Inc Us Equity	$0	$971,000 0.17% of portfolio	24,988	Q2 2025 New
VOOV Vanguard S&P 500 Value ETF	$0	$829,000 0.15% of portfolio	4,398	Q1 2022 New
VDC Vanguard Consumer Staples ETF	$0	$802,000 0.14% of portfolio	3,664	Q2 2025 New
VTWO Vanguard Russell 2000 ETF	$0	$724,000 0.13% of portfolio	8,303	Q2 2025 Added 0.04%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$575,000 0.1% of portfolio	11,359	Q2 2025 Added 0.61%
GLD Spdr Gold Trust	$116B	$545,000 0.1% of portfolio	1,791	Q2 2025 Reduced 5.74%
IYW Ishares Dj Us Tech ETF	$0	$525,000 0.09% of portfolio	3,032	Q2 2025 New
FNDX Schwab Fundamental U S Large C	$0	$439,000 0.08% of portfolio	17,910	Q4 2024 Added 200.0%
SCHX Schwab Strategic Tr Us Large C	$0	$412,000 0.07% of portfolio	16,882	Q2 2025 Added 0.01%
VONV Vanguard Russell 1000 Value Et	$0	$326,000 0.06% of portfolio	3,833	Q4 2024 Reduced 7.08%
VOO Vanguard Index Fds S&P 500 ETF	$0	$308,000 0.05% of portfolio	543	Q2 2025 Added 17.79%
SLYV Spdr S&P 600 Small Cap Value E	$0	$282,000 0.05% of portfolio	3,537	Q2 2025 Reduced 3.73%
VB Vanguard Small Cap ETF	$0	$270,000 0.05% of portfolio	1,142	Q2 2025 Added 9.91%
IWR Ishares Russell Mid Cap ETF	$0	$270,000 0.05% of portfolio	2,944	Q1 2025 Reduced 15.01%
BOND Pimco Active Bond Exchange Tra	$0	$262,000 0.05% of portfolio	2,852	Q2 2025 Added 1.31%
LDUR Pimco Enhanced Low Duration Ac	$0	$248,000 0.04% of portfolio	2,594	Q2 2025 Added 1.09%
IEI Ishares Barclays 3 7 Yr Treas	$0	$242,000 0.04% of portfolio	2,037	Q4 2023 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$235,000 0.04% of portfolio	3,402	Q2 2025 Added 2.44%
DGRO Ishares Core Dividend Growth E	$0	$232,000 0.04% of portfolio	3,634	Q2 2025 Reduced 7.27%
IEF Ishares Barclays	$0	$226,000 0.04% of portfolio	2,370	Q2 2025 Reduced 54.22%
VGSH Vanguard	$0	$220,000 0.04% of portfolio	3,758	Q2 2025 New
VV Vanguard Large Cap ETF	$0	$215,000 0.04% of portfolio	754	Q2 2025 New

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