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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001802080

TOBIAS FINANCIAL ADVISORS, INC.

Plantation, FL · File #028-19737

Latest AUM
$707.9M
Positions
146
Top-10 Concentration
60.5%
Filings
12

Sector Allocation

Financials
8.2%$58.4M
Technology
2.4%$16.6M
Healthcare
0.5%$3.2M
Industrials
0.2%$1.5M
Energy
0.1%$844,622

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A6493,904,988$100.6M15.51%
2ISHARES TR46434V4561,040,991$47.3M7.30%
3VANGUARD BD INDEX FDS921937827505,694$39.9M6.15%
4INVESCO EXCH TRADED FD TR IIIVZ155,847$39.4M6.08%
5VANGUARD INDEX FDS92290873673,738$36.0M5.55%
6SSGA ACTIVE ETF TR78467V1031,043,052$32.8M5.06%
7DIMENSIONAL ETF TRUST25434V807552,462$27.6M4.25%
8ISHARES INC46434G103397,556$26.7M4.12%
9VANGUARD INTL EQUITY INDEX F922042858399,062$21.5M3.31%
10ISHARES TR46432F339103,800$20.6M3.18%
11DIMENSIONAL ETF TRUST25434V666599,978$20.5M3.17%
12DIMENSIONAL ETF TRUST25434V773571,198$18.8M2.90%
13J P MORGAN EXCHANGE TRADED F46641Q332289,257$16.6M2.55%
14VANGUARD INDEX FDS922908553175,612$15.5M2.40%
15ISHARES TR46428764843,449$14.0M2.17%
16DIMENSIONAL ETF TRUST25434V815414,592$13.6M2.10%
17ISHARES TR46428761425,622$12.1M1.87%
18VANGUARD BD INDEX FDS921937835133,851$9.9M1.53%
19DIMENSIONAL ETF TRUST25434V724209,709$9.8M1.51%
20SPDR SERIES TRUST78464A40980,456$8.6M1.32%