13F HOLDINGS REPORT

TOBIAS FINANCIAL ADVISORS, INC.

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003109

Total Value

$584.2M

Positions

123

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (123)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A649	3,479,793	$89.1M	15.25%
2	ISHARES TR	46434V456	903,708	$39.1M	6.69%
3	VANGUARD BD INDEX FDS	921937827	470,019	$37.0M	6.33%
4	INVESCO EXCH TRADED FD TR II	IVZ	156,811	$35.6M	6.10%
5	VANGUARD INDEX FDS	922908736	75,157	$32.9M	5.64%
6	WISDOMTREE TR	WT	570,886	$28.7M	4.92%
7	DIMENSIONAL ETF TRUST	25434V807	426,593	$18.3M	3.13%
8	ISHARES TR	46432F339	98,336	$18.0M	3.08%
9	VANGUARD INTL EQUITY INDEX F	922042858	354,584	$17.5M	3.00%
10	J P MORGAN EXCHANGE TRADED F	46641Q332	260,970	$14.8M	2.54%
11	ISHARES TR	464288562	179,376	$14.8M	2.53%
12	DIMENSIONAL ETF TRUST	25434V666	457,843	$14.2M	2.43%
13	DIMENSIONAL ETF TRUST	25434V773	417,258	$12.5M	2.13%
14	ISHARES TR	464287648	38,853	$11.1M	1.90%
15	ISHARES TR	464287614	26,073	$11.1M	1.89%
16	VANGUARD BD INDEX FDS	921937835	139,198	$10.2M	1.75%
17	DIMENSIONAL ETF TRUST	25434V724	210,155	$8.9M	1.52%
18	DIMENSIONAL ETF TRUST	25434V815	290,788	$8.6M	1.46%
19	SPDR SERIES TRUST	78464A409	86,541	$8.2M	1.41%
20	SPDR INDEX SHS FDS	78463X848	191,704	$6.3M	1.07%
21	ISHARES TR	464287309	55,668	$6.1M	1.05%
22	ISHARES TR	464287226	57,961	$5.7M	0.98%
23	WISDOMTREE TR	WT	67,872	$5.6M	0.95%
24	ISHARES TR	464288158	51,373	$5.5M	0.94%
25	APPLE INC	AAPL	21,999	$4.5M	0.77%
26	VANGUARD WHITEHALL FDS	921946810	50,061	$4.5M	0.77%
27	VANGUARD INDEX FDS	922908744	21,285	$3.8M	0.64%
28	SPDR INDEX SHS FDS	78463X871	101,156	$3.8M	0.64%
29	WISDOMTREE TR	WT	57,475	$3.7M	0.63%
30	ISHARES TR	464288414	33,768	$3.5M	0.60%
31	ISHARES TR	464287598	17,140	$3.3M	0.57%
32	ISHARES TR	464287234	68,827	$3.3M	0.57%
33	INVESCO QQQ TR	IVZ	5,991	$3.3M	0.57%
34	ISHARES TR	464287887	24,571	$3.3M	0.56%
35	ISHARES TR	464287630	20,348	$3.2M	0.55%
36	VANGUARD INTL EQUITY INDEX F	922042718	23,212	$3.1M	0.53%
37	VANGUARD SPECIALIZED FUNDS	921908844	14,912	$3.1M	0.52%
38	ISHARES TR	464287663	32,038	$3.0M	0.52%
39	ISHARES TR	464287408	15,072	$2.9M	0.50%
40	SPDR INDEX SHS FDS	78463X509	68,461	$2.9M	0.50%
41	ISHARES TR	464287465	31,476	$2.8M	0.48%
42	ISHARES TR	464287200	4,459	$2.8M	0.47%
43	MICROSOFT CORP	MSFT	5,478	$2.7M	0.47%
44	AMAZON COM INC	AMZN	11,502	$2.5M	0.43%
45	NVIDIA CORPORATION	NVDA	15,529	$2.5M	0.42%
46	INVESCO EXCHANGE TRADED FD T	IVZ	20,624	$2.4M	0.41%
47	ISHARES TR	46432F842	28,142	$2.3M	0.40%
48	ISHARES INC	46434G103	33,195	$2.0M	0.34%
49	VANGUARD INDEX FDS	922908595	7,169	$2.0M	0.34%
50	VANGUARD INDEX FDS	922908611	10,159	$2.0M	0.34%
51	VANGUARD INTL EQUITY INDEX F	922042775	25,894	$1.7M	0.30%
52	SPDR SERIES TRUST	78464A201	18,571	$1.6M	0.28%
53	SPDR S&P 500 ETF TR	SPY	2,651	$1.6M	0.28%
54	SPDR DOW JONES INDL AVERAGE	78467X109	3,510	$1.5M	0.26%
55	SPDR SERIES TRUST	78468R788	35,617	$1.5M	0.26%
56	ISHARES TR	464289859	17,640	$1.5M	0.25%
57	DIMENSIONAL ETF TRUST	25434V609	26,024	$1.4M	0.24%
58	ISHARES TR	464287879	14,011	$1.4M	0.24%
59	VANGUARD TAX-MANAGED FDS	921943858	23,351	$1.3M	0.23%
60	GOLDMAN SACHS ETF TR	NVGLF	10,687	$1.3M	0.22%
61	VISA INC	V	3,629	$1.3M	0.22%
62	ISHARES TR	464288877	19,021	$1.2M	0.21%
63	COSTCO WHSL CORP NEW	22160K105	1,143	$1.1M	0.19%
64	VANGUARD SCOTTSDALE FDS	92206C649	7,661	$1.1M	0.18%
65	SPDR SERIES TRUST	78464A508	19,784	$1.0M	0.18%
66	ISHARES TR	464288273	13,524	$982,903	0.17%
67	VANGUARD WHITEHALL FDS	921946406	7,314	$975,029	0.17%
68	T ROWE PRICE ETF INC	87283Q503	24,988	$971,783	0.17%
69	WALMART INC	WMT	9,456	$924,619	0.16%
70	META PLATFORMS INC	META	1,213	$895,597	0.15%
71	VANGUARD ADMIRAL FDS INC	921932703	4,398	$829,947	0.14%
72	VANGUARD WORLD FD	92204A207	3,664	$802,416	0.14%
73	JOHNSON & JOHNSON	JNJ	4,879	$745,295	0.13%
74	VANGUARD SCOTTSDALE FDS	92206C664	8,303	$724,186	0.12%
75	VANGUARD INDEX FDS	922908769	2,267	$688,980	0.12%
76	ALPHABET INC	GOOG	3,883	$688,831	0.12%
77	NETFLIX INC	NFLX	462	$618,890	0.11%
78	ALPHABET INC	GOOG	3,452	$608,410	0.10%
79	SIMON PPTY GROUP INC NEW	828806109	3,776	$607,109	0.10%
80	JPMORGAN CHASE & CO.	VYLD	2,073	$600,934	0.10%
81	J P MORGAN EXCHANGE TRADED F	46641Q837	11,359	$575,676	0.10%
82	SPDR GOLD TR	GLD	1,791	$545,951	0.09%
83	MASTERCARD INCORPORATED	MA	960	$539,462	0.09%
84	BROADCOM INC	AVGO	1,946	$536,547	0.09%
85	ISHARES TR	464287721	3,032	$525,355	0.09%
86	ELI LILLY & CO	LLY	574	$447,679	0.08%
87	EXXON MOBIL CORP	XOM	4,105	$442,502	0.08%
88	SCHWAB STRATEGIC TR	808524771	17,910	$439,511	0.08%
89	SCHWAB STRATEGIC TR	808524201	16,882	$412,585	0.07%
90	ORACLE CORP	ORCL-PD	1,760	$384,789	0.07%
91	TRANE TECHNOLOGIES PLC	TT	816	$356,827	0.06%
92	BERKSHIRE HATHAWAY INC DEL	BRK-A	725	$352,183	0.06%
93	HOME DEPOT INC	HD	935	$342,928	0.06%
94	ISHARES BITCOIN TRUST ETF	IBIT	5,538	$338,981	0.06%
95	VANGUARD SCOTTSDALE FDS	92206C714	3,833	$326,610	0.06%
96	KIMCO RLTY CORP	49446R109	14,890	$312,991	0.05%
97	VANGUARD INDEX FDS	922908363	543	$308,699	0.05%
98	SPDR SERIES TRUST	78464A300	3,537	$282,107	0.05%
99	ISHARES TR	464287499	2,944	$270,760	0.05%
100	VANGUARD INDEX FDS	922908751	1,142	$270,572	0.05%
101	STRYKER CORPORATION	SYK	669	$264,676	0.05%
102	PIMCO ETF TR	72201R775	2,852	$262,854	0.04%
103	COCA COLA CO	KO	3,538	$250,328	0.04%
104	PIMCO ETF TR	72201R718	2,594	$248,576	0.04%
105	ISHARES TR	464288661	2,037	$242,586	0.04%
106	WELLS FARGO CO NEW	949746101	3,022	$242,140	0.04%
107	UNITEDHEALTH GROUP INC	UNH	768	$239,593	0.04%
108	ASSURANT INC	AIZN	1,200	$236,988	0.04%
109	VANGUARD STAR FDS	921909768	3,402	$235,024	0.04%
110	ISHARES TR	46434V621	3,634	$232,367	0.04%
111	NEXTERA ENERGY INC	NEE-PW	3,320	$230,447	0.04%
112	PROGRESSIVE CORP	743315103	854	$227,898	0.04%
113	EATON CORP PLC	ETN	636	$227,046	0.04%
114	ISHARES TR	464287440	2,370	$226,975	0.04%
115	TESLA INC	TSLA	707	$224,598	0.04%
116	VANGUARD SCOTTSDALE FDS	92206C102	3,758	$220,895	0.04%
117	VANGUARD INDEX FDS	922908637	754	$215,116	0.04%
118	DISNEY WALT CO	254687106	1,669	$206,955	0.04%
119	GOLDMAN SACHS GROUP INC	GSCE	288	$203,832	0.03%
120	EMPIRE ST RLTY TR INC	292104106	14,188	$114,781	0.02%
121	CARGO THERAPEUTICS INC	14179K101	27,600	$113,712	0.02%
122	MESOBLAST LTD	MEOBF	10,000	$108,900	0.02%
123	ELECTROCORE INC	ECOR	10,000	$52,800	0.01%