0001172661-23-001748.txt : 20230424
0001172661-23-001748.hdr.sgml : 20230424
20230424101145
ACCESSION NUMBER: 0001172661-23-001748
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230424
DATE AS OF CHANGE: 20230424
EFFECTIVENESS DATE: 20230424
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: 23838269
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
03-31-2023
03-31-2023
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
Chief Compliance Officer
954-424-1660
/s/ Edgar Collado
Plantation
FL
04-24-2023
0
86
340856954
INFORMATION TABLE
2
infotable.xml
ALDEYRA THERAPEUTICS INC
COM
01438T106
339338
34173
SH
SOLE
0
0
34173
ALPHABET INC
CAP STK CL A
02079K305
288369
2780
SH
SOLE
0
0
2780
ALPS ETF TR
CLEAN ENERGY
00162Q460
582892
12538
SH
SOLE
0
0
12538
AMAZON COM INC
COM
023135106
945104
9150
SH
SOLE
0
0
9150
APPLE INC
COM
037833100
3121464
18929
SH
SOLE
0
0
18929
BED BATH & BEYOND INC
COM
075896100
6355
14870
SH
SOLE
0
0
14870
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
246398
798
SH
SOLE
0
0
798
BOXED INC
COM
103174108
9490
50000
SH
SOLE
0
0
50000
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
4155343
128928
SH
SOLE
0
0
128928
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
7985650
238520
SH
SOLE
0
0
238520
DIMENSIONAL ETF TRUST
US LARGE CAP VAL
25434V666
524769
21359
SH
SOLE
0
0
21359
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
895118
20115
SH
SOLE
0
0
20115
ELECTROCORE INC
COM NEW
28531P202
56100
10200
SH
SOLE
0
0
10200
EMPIRE ST RLTY TR INC
CL A
292104106
92080
14188
SH
SOLE
0
0
14188
FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI
33740F888
394625
16300
SH
SOLE
0
0
16300
GLYCOMIMETICS INC
COM
38000Q102
18900
15000
SH
SOLE
0
0
15000
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
46138G649
13610536
103102
SH
SOLE
0
0
103102
INVESCO EXCHANGE TRADED FD T
DYNMC LRG GWTH
46137V746
1372831
21125
SH
SOLE
0
0
21125
ISHARES INC
CORE MSCI EMKT
46434G103
1377390
28231
SH
SOLE
0
0
28231
ISHARES TR
AGGRES ALLOC ETF
464289859
966327
15196
SH
SOLE
0
0
15196
ISHARES TR
PFD AND INCM SEC
464288687
13556754
434233
SH
SOLE
0
0
434233
ISHARES TR
RUS 2000 GRW ETF
464287648
4716795
20795
SH
SOLE
0
0
20795
ISHARES TR
GL CLEAN ENE ETF
464288224
12455788
629716
SH
SOLE
0
0
629716
ISHARES TR
GRWT ALLOCAT ETF
464289867
211726
4232
SH
SOLE
0
0
4232
ISHARES TR
S&P 500 GRWT ETF
464287309
4331614
67798
SH
SOLE
0
0
67798
ISHARES TR
EAFE SML CP ETF
464288273
847940
14249
SH
SOLE
0
0
14249
ISHARES TR
RUS 1000 GRW ETF
464287614
7171161
29350
SH
SOLE
0
0
29350
ISHARES TR
S&P SML 600 GWT
464287887
4862680
44230
SH
SOLE
0
0
44230
ISHARES TR
CORE MSCI EAFE
46432F842
271678
4064
SH
SOLE
0
0
4064
ISHARES TR
RUS 1000 VAL ETF
464287598
1790663
11761
SH
SOLE
0
0
11761
ISHARES TR
NATIONAL MUN ETF
464288414
3546154
32914
SH
SOLE
0
0
32914
ISHARES TR
MSCI INTL QUALTY
46434V456
18560493
525793
SH
SOLE
0
0
525793
ISHARES TR
MSCI EAFE ETF
464287465
1680076
23491
SH
SOLE
0
0
23491
ISHARES TR
S&P 500 VAL ETF
464287408
2565048
16902
SH
SOLE
0
0
16902
ISHARES TR
EAFE VALUE ETF
464288877
1029893
21222
SH
SOLE
0
0
21222
ISHARES TR
CORE US AGGBD ET
464287226
2386278
23949
SH
SOLE
0
0
23949
ISHARES TR
MSCI USA QLT FCT
46432F339
9161577
73845
SH
SOLE
0
0
73845
ISHARES TR
SHRT NAT MUN ETF
464288158
6461687
61728
SH
SOLE
0
0
61728
ISHARES TR
SP SMCP600VL ETF
464287879
1237728
13225
SH
SOLE
0
0
13225
ISHARES TR
RUS 2000 VAL ETF
464287630
5216479
38071
SH
SOLE
0
0
38071
ISHARES TR
MSCI EMG MKT ETF
464287234
4410681
111776
SH
SOLE
0
0
111776
ISHARES U S ETF TR
BLACKROCK SHORT
46431W838
4186898
83805
SH
SOLE
0
0
83805
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
46641Q274
4509720
97443
SH
SOLE
0
0
97443
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
1048669
20840
SH
SOLE
0
0
20840
JOHNSON & JOHNSON
COM
478160104
642103
4143
SH
SOLE
0
0
4143
KIMCO RLTY CORP
COM
49446R109
273076
13982
SH
SOLE
0
0
13982
MANHATTAN BRDG CAP INC
COM
562803106
233686
45139
SH
SOLE
0
0
45139
MESOBLAST LTD
SPONS ADR
590717104
65800
20000
SH
SOLE
0
0
20000
MICROSOFT CORP
COM
594918104
488392
1694
SH
SOLE
0
0
1694
NEXTERA ENERGY INC
COM
65339F101
243376
3157
SH
SOLE
0
0
3157
NVIDIA CORPORATION
COM
67066G104
203122
731
SH
SOLE
0
0
731
PAVMED INC
COM
70387R106
3735
10000
SH
SOLE
0
0
10000
PIMCO ETF TR
ENHNCD LW DUR AC
72201R718
21989785
231752
SH
SOLE
0
0
231752
SIMON PPTY GROUP INC NEW
COM
828806109
368286
3289
SH
SOLE
0
0
3289
SPDR GOLD TR
GOLD SHS
78463V107
253210
1382
SH
SOLE
0
0
1382
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2323088
68066
SH
SOLE
0
0
68066
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
4227529
136504
SH
SOLE
0
0
136504
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
5484967
213174
SH
SOLE
0
0
213174
SPDR SER TR
PRTFLO S&P500 VL
78464A508
896517
22017
SH
SOLE
0
0
22017
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2426613
63858
SH
SOLE
0
0
63858
SPDR SER TR
PRTFLO S&P500 GW
78464A409
5259578
95007
SH
SOLE
0
0
95007
SPDR SER TR
S&P 600 SMCP GRW
78464A201
1630725
22112
SH
SOLE
0
0
22112
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
17731942
687551
SH
SOLE
0
0
687551
SPDR SER TR
S&P 600 SMCP VAL
78464A300
408471
5362
SH
SOLE
0
0
5362
TESLA INC
COM
88160R101
256216
1235
SH
SOLE
0
0
1235
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
645187
4398
SH
SOLE
0
0
4398
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
11983181
162308
SH
SOLE
0
0
162308
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
43814122
572809
SH
SOLE
0
0
572809
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1616122
10180
SH
SOLE
0
0
10180
VANGUARD INDEX FDS
GROWTH ETF
922908736
19463112
78027
SH
SOLE
0
0
78027
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
206993
1014
SH
SOLE
0
0
1014
VANGUARD INDEX FDS
VALUE ETF
922908744
2915226
21108
SH
SOLE
0
0
21108
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
540159
2496
SH
SOLE
0
0
2496
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
544113
4981
SH
SOLE
0
0
4981
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6337246
156863
SH
SOLE
0
0
156863
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1279911
23937
SH
SOLE
0
0
23937
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
620969
8615
SH
SOLE
0
0
8615
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
232170
3966
SH
SOLE
0
0
3966
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
92206C649
944238
7836
SH
SOLE
0
0
7836
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2440156
15844
SH
SOLE
0
0
15844
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
1070214
23693
SH
SOLE
0
0
23693
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
4981321
67608
SH
SOLE
0
0
67608
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
730693
6926
SH
SOLE
0
0
6926
VISA INC
COM CL A
92826C839
355100
1575
SH
SOLE
0
0
1575
WISDOMTREE TR
US LARGECAP DIVD
97717W307
11657452
188449
SH
SOLE
0
0
188449
WISDOMTREE TR
INTL EQUITY FD
97717W703
9861793
198307
SH
SOLE
0
0
198307