0001172661-23-000770.txt : 20230213 0001172661-23-000770.hdr.sgml : 20230213 20230213162151 ACCESSION NUMBER: 0001172661-23-000770 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOBIAS FINANCIAL ADVISORS, INC. CENTRAL INDEX KEY: 0001802080 IRS NUMBER: 591961720 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19737 FILM NUMBER: 23618812 BUSINESS ADDRESS: STREET 1: 1000 S. PINE ISLAND ROAD STREET 2: SUITE 450 CITY: PLANTATION STATE: FL ZIP: 33324 BUSINESS PHONE: 954-424-1660 MAIL ADDRESS: STREET 1: 1000 S. PINE ISLAND ROAD STREET 2: SUITE 450 CITY: PLANTATION STATE: FL ZIP: 33324 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001802080 XXXXXXXX 12-31-2022 12-31-2022 false TOBIAS FINANCIAL ADVISORS, INC.

1000 S. Pine Island Road Suite 450 Plantation FL 33324

13F HOLDINGS REPORT 028-19737 000104711 801-33972 N Edgar Collado 954-424-1660 /s/ Edgar Collado Plantation FL 02-13-2023 0 81 304377718 INFORMATION TABLE 2 infotable.xml ALDEYRA THERAPEUTICS INC COM 01438T106 237844 34173 SH SOLE 0 0 34173 ALPS ETF TR CLEAN ENERGY 00162Q460 866175 19041 SH SOLE 0 0 19041 AMAZON COM INC COM 023135106 676200 8050 SH SOLE 0 0 8050 APPLE INC COM 037833100 2268201 17457 SH SOLE 0 0 17457 ASSURANT INC COM 04621X108 464223 3712 SH SOLE 0 0 3712 BED BATH & BEYOND INC COM 075896100 40220 16024 SH SOLE 0 0 16024 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 246502 798 SH SOLE 0 0 798 BOXED INC COM 103174108 9745 50000 SH SOLE 0 0 50000 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 884054 20115 SH SOLE 0 0 20115 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 3972444 130672 SH SOLE 0 0 130672 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 9514146 284174 SH SOLE 0 0 284174 ELECTROCORE INC COM 28531P103 39290 153000 SH SOLE 0 0 153000 EMPIRE ST RLTY TR INC CL A 292104106 95627 14188 SH SOLE 0 0 14188 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 871681 36154 SH SOLE 0 0 36154 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 2184188 147780 SH SOLE 0 0 147780 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 14253242 130131 SH SOLE 0 0 130131 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1267205 21212 SH SOLE 0 0 21212 ISHARES INC CORE MSCI EMKT 46434G103 1324179 28355 SH SOLE 0 0 28355 ISHARES TR RUS 2000 VAL ETF 464287630 5310143 38293 SH SOLE 0 0 38293 ISHARES TR RUS 1000 GRW ETF 464287614 7386618 34478 SH SOLE 0 0 34478 ISHARES TR AGGRES ALLOC ETF 464289859 837693 14020 SH SOLE 0 0 14020 ISHARES TR GL CLEAN ENE ETF 464288224 11703109 589577 SH SOLE 0 0 589577 ISHARES TR NATIONAL MUN ETF 464288414 3476462 32946 SH SOLE 0 0 32946 ISHARES TR EAFE SML CP ETF 464288273 837751 14833 SH SOLE 0 0 14833 ISHARES TR MSCI EMG MKT ETF 464287234 4747354 125260 SH SOLE 0 0 125260 ISHARES TR S&P SML 600 GWT 464287887 4846671 44848 SH SOLE 0 0 44848 ISHARES TR RUS 2000 GRW ETF 464287648 4243820 19783 SH SOLE 0 0 19783 ISHARES TR SHRT NAT MUN ETF 464288158 4257448 40831 SH SOLE 0 0 40831 ISHARES TR MSCI INTL QUALTY 46434V456 17288681 533766 SH SOLE 0 0 533766 ISHARES TR RUS 1000 VAL ETF 464287598 2013613 13278 SH SOLE 0 0 13278 ISHARES TR CORE MSCI EAFE 46432F842 653076 10595 SH SOLE 0 0 10595 ISHARES TR MSCI USA QLT FCT 46432F339 9686292 84997 SH SOLE 0 0 84997 ISHARES TR SP SMCP600VL ETF 464287879 1217528 13334 SH SOLE 0 0 13334 ISHARES TR EAFE VALUE ETF 464288877 958102 20883 SH SOLE 0 0 20883 ISHARES TR S&P 500 GRWT ETF 464287309 4345556 74283 SH SOLE 0 0 74283 ISHARES TR S&P 500 VAL ETF 464287408 2836844 19555 SH SOLE 0 0 19555 ISHARES TR MSCI EAFE ETF 464287465 1392487 21214 SH SOLE 0 0 21214 ISHARES TR CORE US AGGBD ET 464287226 2417379 24924 SH SOLE 0 0 24924 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 3647658 73364 SH SOLE 0 0 73364 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 5519737 120782 SH SOLE 0 0 120782 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1044860 20843 SH SOLE 0 0 20843 JOHNSON & JOHNSON COM 478160104 1077670 6101 SH SOLE 0 0 6101 KIMCO RLTY CORP COM 49446R109 294049 13883 SH SOLE 0 0 13883 MANHATTAN BRDG CAP INC COM 562803106 252822 47434 SH SOLE 0 0 47434 MESOBLAST LTD SPONS ADR 590717104 58200 20000 SH SOLE 0 0 20000 MICROSOFT CORP COM 594918104 495048 2064 SH SOLE 0 0 2064 NEXTERA ENERGY INC COM 65339F101 375516 4492 SH SOLE 0 0 4492 NORTHROP GRUMMAN CORP COM 666807102 205695 377 SH SOLE 0 0 377 NVIDIA CORPORATION COM 67066G104 215884 1477 SH SOLE 0 0 1477 PAVMED INC COM 70387R106 4800 10000 SH SOLE 0 0 10000 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 20378950 216199 SH SOLE 0 0 216199 SIMON PPTY GROUP INC NEW COM 828806109 381658 3249 SH SOLE 0 0 3249 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 4518287 153631 SH SOLE 0 0 153631 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 5363263 222912 SH SOLE 0 0 222912 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2259173 68543 SH SOLE 0 0 68543 SPDR SER TR PRTFLO S&P500 VL 78464A508 967374 24875 SH SOLE 0 0 24875 SPDR SER TR PRTFLO S&P500 GW 78464A409 5169982 102032 SH SOLE 0 0 102032 SPDR SER TR S&P 600 SMCP VAL 78464A300 374197 5042 SH SOLE 0 0 5042 SPDR SER TR PRTFLO S&P500 HI 78468R788 3013517 76137 SH SOLE 0 0 76137 SPDR SER TR S&P 600 SMCP GRW 78464A201 1627381 22527 SH SOLE 0 0 22527 SPDR SER TR PORTFOLIO AGRGTE 78464A649 16855607 670736 SH SOLE 0 0 670736 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 615984 4398 SH SOLE 0 0 4398 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 23506639 312256 SH SOLE 0 0 312256 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12077639 168119 SH SOLE 0 0 168119 VANGUARD INDEX FDS SML CP GRW ETF 922908595 519599 2591 SH SOLE 0 0 2591 VANGUARD INDEX FDS VALUE ETF 922908744 3085754 21983 SH SOLE 0 0 21983 VANGUARD INDEX FDS GROWTH ETF 922908736 17047666 79995 SH SOLE 0 0 79995 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1806613 11377 SH SOLE 0 0 11377 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1281378 25556 SH SOLE 0 0 25556 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 517535 5034 SH SOLE 0 0 5034 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6021678 154481 SH SOLE 0 0 154481 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 954190 7836 SH SOLE 0 0 7836 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 616934 8767 SH SOLE 0 0 8767 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2553987 16819 SH SOLE 0 0 16819 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1159908 27637 SH SOLE 0 0 27637 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 823153 7607 SH SOLE 0 0 7607 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 5190185 74540 SH SOLE 0 0 74540 VISA INC COM CL A 92826C839 322444 1552 SH SOLE 0 0 1552 VYNE THERAPEUTICS INC COM 92941V209 1650 11000 SH SOLE 0 0 11000 WISDOMTREE TR INTL EQUITY FD 97717W703 9140056 194304 SH SOLE 0 0 194304 WISDOMTREE TR US LARGECAP DIVD 97717W307 13361605 215684 SH SOLE 0 0 215684