Investor

TOBIAS FINANCIAL ADVISORS, INC.

Portfolio Total Value

$488,498,000.00

Number of Stocks

112

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SPAB $78,303,000.0 16.06%
Reduced 1.16%
3,133,384 $24.99 $25.28
Added 1.16%
$24.49 $26.35
QQQM $33,742,000.0 6.92%
Added 0.36%
160,333 $210.45 $291.89
Added 38.7%
$169.96 $221.92
IEF $32,803,000.0 6.73%
Added 0.39%
354,828 $92.45 $93.51
Added 1.15%
$91.02 $99.18
IQLT $30,742,000.0 6.3%
Added 0.11%
828,193 $37.12 $48.35
Added 30.25%
$36.57 $41.93
VUG $30,676,000.0 6.29%
Reduced 1.01%
74,741 $410.44 $87.43
Reduced 78.7%
$317.59 $428.69
USFR $24,813,000.0 5.09%
Reduced 49.3%
493,119 $50.32 $50.43
Added 0.22%
$50.19 $50.53
USFR $24,813,000.0 5.09%
Reduced 49.3%
493,119 $50.32 $50.43
Added 0.22%
$50.19 $50.53
REZ $23,830,000.0 4.89%
No Change
294,129 $81.02 $89.37
Added 10.31%
$66.85 $91.64
QUAL $17,671,000.0 3.62%
Added 1.21%
99,233 $178.08 $210.45
Added 18.18%
$150.47 $187.26
VWO $14,303,000.0 2.93%
Added 4.94%
324,779 $44.04 $58.44
Added 32.7%
$39.43 $49.57
$13,062,000.0 2.68%
Added 8.46%
434,978 $30.03 $nan
Reduced nan%
$nan $nan
DFIV $12,093,000.0 2.48%
Added 15.13%
340,864 $35.48 $54.85
Added 54.59%
$33.22 $38.52
IWO $10,870,000.0 2.23%
Added 2.27%
37,768 $287.82 $362.25
Added 25.86%
$242.63 $317.62
IWF $10,684,000.0 2.19%
Reduced 0.73%
26,606 $401.59 $124.37
Reduced 69.03%
$310.51 $419.53
BND $10,181,000.0 2.09%
Reduced 4.08%
141,591 $71.91 $72.74
Added 1.15%
$70.37 $75.67
DFSV $9,108,000.0 1.87%
Added 6.3%
295,916 $30.78 $36.47
Added 18.49%
$27.51 $34.23
DFIS $8,423,000.0 1.73%
Added 14.67%
343,041 $24.56 $35.88
Added 46.09%
$23.14 $27.08
IVW $5,980,000.0 1.23%
Reduced 2.43%
58,903 $101.53 $136.72
Added 34.66%
$77.2 $106.33
DLN $6,005,000.0 1.23%
Reduced 5.35%
77,207 $77.79 $94.69
Added 21.73%
$66.92 $82.26
AGG $5,573,000.0 1.14%
Added 18.7%
57,516 $96.9 $98.02
Added 1.16%
$94.85 $102.04
CWI $5,465,000.0 1.12%
Reduced 0.18%
195,618 $27.94 $39.36
Added 40.87%
$26.44 $30.93
SPYG $5,429,000.0 1.11%
Reduced 1.42%
61,770 $87.9 $118.37
Added 34.66%
$66.89 $92.02
AAPL $5,354,000.0 1.1%
Added 5.72%
21,384 $250.42 $300.23
Added 19.89%
$164.08 $260.1
VIGI $4,654,000.0 0.95%
Reduced 2.84%
58,191 $79.99 $92.13
Added 15.18%
$77.28 $89.09
SUB $3,711,000.0 0.76%
Added 593.52%
35,189 $105.48 $106.14
Added 0.63%
$103.53 $106.3
VTV $3,611,000.0 0.74%
Reduced 5.76%
21,333 $169.3 $206.67
Added 22.07%
$149.62 $182.38
IJT $3,402,000.0 0.7%
Reduced 0.04%
25,135 $135.37 $158.51
Added 17.09%
$120.45 $152.05
GWX $3,423,000.0 0.7%
Reduced 1.05%
110,494 $30.99 $45.76
Added 47.66%
$29.68 $34.47
DWM $3,301,000.0 0.68%
Reduced 2.69%
62,647 $52.69 $72.9
Added 38.36%
$51.04 $58.24
EEM $3,183,000.0 0.65%
Reduced 0.34%
76,128 $41.82 $65.07
Added 55.6%
$38.27 $47.44
MUB $3,187,000.0 0.65%
Reduced 8.1%
29,918 $106.55 $106.12
Reduced 0.4%
$105.0 $108.81
IWN $3,057,000.0 0.63%
Added 0.08%
18,622 $164.17 $205.97
Added 25.46%
$144.75 $183.51
VIG $2,989,000.0 0.61%
Reduced 1.18%
15,268 $195.83 $229.39
Added 17.14%
$172.3 $205.2
IVE $2,826,000.0 0.58%
Reduced 2.47%
14,809 $190.88 $223.45
Added 17.06%
$172.85 $206.63
EFA $2,624,000.0 0.54%
Reduced 2.52%
34,710 $75.61 $101.72
Added 34.53%
$73.91 $84.56
AMZN $2,480,000.0 0.51%
Added 2.22%
11,305 $219.39 $264.14
Added 20.4%
$151.61 $235.44
PWB $2,098,000.0 0.43%
Reduced 0.0%
20,627 $101.74 $153.26
Added 50.64%
$81.78 $108.28
IWD $1,952,000.0 0.4%
Reduced 3.74%
10,548 $185.13 $232.18
Added 25.41%
$164.0 $200.42
SPEM $1,879,000.0 0.39%
Reduced 3.64%
48,989 $38.37 $50.84
Added 32.5%
$33.94 $42.88
VBR $1,843,000.0 0.38%
Reduced 0.86%
9,303 $198.17 $227.29
Added 14.69%
$173.32 $219.01
MSFT $1,828,000.0 0.37%
Added 23.13%
4,338 $421.48 $421.92
Added 0.1%
$385.58 $468.35
SPYD $1,743,000.0 0.36%
Reduced 4.38%
40,315 $43.24 $46.22
Added 6.89%
$37.35 $47.52
SLYG $1,726,000.0 0.35%
Reduced 1.69%
19,107 $90.35 $105.79
Added 17.09%
$80.42 $101.62
IEFA $1,630,000.0 0.33%
Added 446.01%
23,200 $70.28 $95.21
Added 35.47%
$68.74 $78.83
NVDA $1,575,000.0 0.32%
Reduced 0.22%
11,731 $134.29 $225.32
Added 67.79%
$59.94 $153.13
IEMG $1,568,000.0 0.32%
Added 0.07%
30,029 $52.22 $79.49
Added 52.22%
$48.31 $59.0
DFAT $1,500,000.0 0.31%
Reduced 1.68%
26,950 $55.66 $65.32
Added 17.36%
$49.6 $61.75
IJS $1,522,000.0 0.31%
Added 5.61%
14,015 $108.61 $125.64
Added 15.68%
$93.89 $119.28
VEU $1,397,000.0 0.29%
Reduced 1.14%
24,350 $57.41 $81.01
Added 41.11%
$54.86 $63.81
AOA $1,324,000.0 0.27%
Added 6.09%
17,288 $76.61 $95.71
Added 24.93%
$69.0 $80.2
VEA $1,158,000.0 0.24%
Added 0.05%
24,235 $47.82 $69.08
Added 44.46%
$46.72 $53.4
VTWV $1,107,000.0 0.23%
No Change
7,661 $144.61 $181.41
Added 25.45%
$127.3 $161.65
EFV $1,018,000.0 0.21%
Added 1.99%
19,417 $52.47 $77.27
Added 47.27%
$50.28 $58.25
SPYV $1,043,000.0 0.21%
Reduced 2.11%
20,413 $51.14 $59.88
Added 17.09%
$46.36 $55.42
VYM $948,000.0 0.19%
Added 2.76%
7,437 $127.59 $155.76
Added 22.08%
$111.31 $135.07
VOOV $811,000.0 0.17%
No Change
4,398 $184.51 $215.85
Added 16.99%
$167.05 $199.72
SCZ $829,000.0 0.17%
Reduced 0.56%
13,647 $60.75 $84.2
Added 38.6%
$58.79 $68.33
VBK $769,000.0 0.16%
Reduced 7.38%
2,748 $280.06 $337.53
Added 20.52%
$233.0 $304.59
V $784,000.0 0.16%
Added 3.24%
2,484 $315.99 $325.75
Added 3.09%
$252.7 $325.74
FB $749,000.0 0.15%
Added 11.21%
1,280 $585.55 $44.58
Reduced 92.39%
$0.0 $0.0
VTWO $741,000.0 0.15%
Reduced 0.34%
8,296 $89.33 $112.21
Added 25.61%
$76.78 $99.12
JNJ $714,000.0 0.15%
Added 9.1%
4,941 $144.63 $226.71
Added 56.75%
$140.68 $168.85
GOOG $755,000.0 0.15%
Added 12.38%
3,966 $190.46 $393.32
Added 106.51%
$131.55 $203.84
SPG $636,000.0 0.13%
Added 0.93%
3,694 $172.21 $200.02
Added 16.15%
$135.15 $186.0
VSS $656,000.0 0.13%
Added 9.26%
5,733 $114.49 $157.6
Added 37.65%
$109.16 $126.8
IVV $563,000.0 0.12%
Added 14.75%
957 $588.68 $742.45
Added 26.12%
$485.19 $612.09
GOOGL $566,000.0 0.12%
Reduced 0.4%
2,992 $189.32 $396.78
Added 109.58%
$130.67 $202.29
JPST $570,000.0 0.12%
Reduced 4.89%
11,321 $50.37 $50.5
Added 0.26%
$50.2 $50.75
GLD $516,000.0 0.11%
No Change
2,133 $242.13 $417.29
Added 72.34%
$183.78 $257.71
BSV $518,000.0 0.11%
Added 0.77%
6,708 $77.27 $77.79
Added 0.67%
$75.72 $79.02
VTI $510,000.0 0.1%
Added 20.01%
1,763 $289.8 $362.74
Added 25.17%
$239.86 $302.95
NFLX $494,000.0 0.1%
No Change
555 $891.32 $87.02
Reduced 90.24%
$537.07 $941.75
QQQ $415,000.0 0.09%
Added 2.78%
812 $511.22 $708.93
Added 38.67%
$413.07 $539.15
FNDX $424,000.0 0.09%
Added 200.0%
17,910 $23.68 $30.3
Added 27.96%
$20.7 $70.22
XOM $438,000.0 0.09%
Reduced 4.14%
4,074 $107.57 $157.92
Added 46.81%
$97.74 $126.34
WMT $426,000.0 0.09%
Added 3.35%
4,721 $90.35 $131.45
Added 45.49%
$53.44 $96.18
AVGO $402,000.0 0.08%
Added 25.72%
1,735 $231.84 $425.19
Added 83.4%
$117.43 $251.88
KIM $344,000.0 0.07%
Added 0.61%
14,690 $23.43 $23.0
Reduced 1.84%
$17.57 $25.83
HD $354,000.0 0.07%
Added 1.0%
910 $389.04 $297.51
Reduced 23.53%
$323.77 $439.37
COST $355,000.0 0.07%
Added 7.8%
387 $917.39 $1,048.95
Added 14.34%
$675.96 $1,008.25
UNH $326,000.0 0.07%
Added 8.04%
645 $505.86 $393.85
Reduced 22.14%
$436.38 $630.73
JPM $345,000.0 0.07%
Added 12.57%
1,442 $239.71 $297.81
Added 24.24%
$168.86 $264.25
SLYV $342,000.0 0.07%
Added 2.32%
3,924 $87.24 $100.26
Added 14.92%
$75.79 $96.14
VONV $311,000.0 0.06%
Reduced 7.08%
3,833 $81.25 $101.9
Added 25.42%
$71.98 $87.97
TT $300,000.0 0.06%
Reduced 8.76%
812 $369.46 $466.6
Added 26.29%
$250.06 $422.0
SCHX $275,000.0 0.06%
Added 203.78%
11,896 $23.18 $29.04
Added 25.28%
$19.08 $66.02
ORCL $274,000.0 0.06%
Added 11.73%
1,648 $166.64 $192.95
Added 15.79%
$106.51 $198.31
IWR $306,000.0 0.06%
No Change
3,464 $88.4 $103.69
Added 17.3%
$76.26 $96.01
BRK.B $304,000.0 0.06%
No Change
672 $453.28 $nan
Reduced nan%
$nan $nan
AIZ $303,000.0 0.06%
Added 18.58%
1,423 $213.22 $254.61
Added 19.41%
$160.12 $230.55
TMO $230,000.0 0.05%
No Change
373 $618.58 $438.34
Reduced 29.14%
$493.3 $627.88
KO $221,000.0 0.05%
No Change
3,564 $62.26 $80.82
Added 29.81%
$57.93 $73.53
LLY $237,000.0 0.05%
Added 4.07%
307 $772.0 $1,004.92
Added 30.17%
$624.68 $972.53
DGRO $239,000.0 0.05%
Added 6.35%
3,902 $61.34 $73.36
Added 19.6%
$54.18 $65.08
BOND $251,000.0 0.05%
Added 1.28%
2,780 $90.41 $91.11
Added 0.77%
$88.88 $95.32
IEI $235,000.0 0.05%
No Change
2,037 $115.55 $116.95
Added 1.21%
$113.16 $120.33
VB $249,000.0 0.05%
No Change
1,039 $240.22 $281.82
Added 17.32%
$205.93 $263.35
SYK $240,000.0 0.05%
No Change
669 $360.05 $306.76
Reduced 14.8%
$307.23 $398.2
VOO $225,000.0 0.05%
No Change
428 $527.42 $679.44
Added 28.82%
$443.75 $559.96
TSLA $267,000.0 0.05%
Reduced 51.29%
663 $403.86 $422.24
Added 4.55%
$138.8 $488.54
VNQ $251,000.0 0.05%
No Change
2,825 $89.08 $93.91
Added 5.42%
$78.27 $99.58
MA $228,000.0 0.05%
Added 6.9%
434 $526.57 $494.2
Reduced 6.15%
$428.86 $537.7
NEE $250,000.0 0.05%
No Change
3,497 $71.69 $93.36
Added 30.23%
$53.95 $86.1
LDUR $245,000.0 0.05%
Reduced 1.86%
2,588 $94.97 $95.3
Added 0.35%
$93.8 $96.69
ETN $206,000.0 0.04%
No Change
624 $331.44 $399.44
Added 20.52%
$241.45 $379.99
PGR $204,000.0 0.04%
No Change
854 $239.61 $199.73
Reduced 16.64%
$175.5 $270.62
MEAR $203,000.0 0.04%
No Change
4,036 $50.31 $50.23
Reduced 0.16%
$49.87 $51.1
ITB $204,000.0 0.04%
No Change
1,976 $103.41 $86.45
Reduced 16.4%
$96.97 $129.89
PG $205,000.0 0.04%
No Change
1,224 $167.65 $141.57
Reduced 15.56%
$152.06 $180.43
ESRT $146,000.0 0.03%
No Change
14,188 $10.32 $5.38
Reduced 47.87%
$8.78 $11.62
ALDX $118,000.0 0.02%
No Change
23,695 $4.99 $1.68
Reduced 66.33%
$2.71 $6.55
GLYC $2,000.0 0.0%
No Change
15,000 $0.17 $0.0
Reduced 100.0%
$0.0 $0.0