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 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