0001606587-20-001214.txt : 20201105 0001606587-20-001214.hdr.sgml : 20201105 20201105154036 ACCESSION NUMBER: 0001606587-20-001214 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20201105 DATE AS OF CHANGE: 20201105 EFFECTIVENESS DATE: 20201105 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: 201290204 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 13F-HR LIVE false true false 0001802080 XXXXXXXX 06-30-2020 06-30-2020 false Tobias Financial Advisors, Inc.

1000 S. PINE ISLAND ROAD SUITE 450 PLANTATION FL 33324

13F HOLDINGS REPORT 028-19737 N Edgar Collado 954-424-1660 Edgar Collado PLANTATION FL 08-11-2020 0 63 170290 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 818 6793 SH SOLE NONE 0 0 6793 ISHARES TR S&P SML 600 GWT 464287887 2728 16067 SH SOLE NONE 0 0 16067 ISHARES TR S&P 500 VAL ETF 464287408 1181 10917 SH SOLE NONE 0 0 10917 ISHARES TR S&P 500 GRWT ETF 464287309 1556 7497 SH SOLE NONE 0 0 7497 ISHARES TR RUS 1000 VAL ETF 464287598 2623 23290 SH SOLE NONE 0 0 23290 ISHARES TR RUS 1000 GRW ETF 464287614 4212 21943 SH SOLE NONE 0 0 21943 ISHARES TR RUS 2000 VAL ETF 464287630 2540 26063 SH SOLE NONE 0 0 26063 AMAZON COM INC COM 023135106 1749 634 SH SOLE NONE 0 0 634 ISHARES TR RUS 2000 GRW ETF 464287648 3183 15385 SH SOLE NONE 0 0 15385 ISHARES TR MSCI EAFE ETF 464287465 403 6617 SH SOLE NONE 0 0 6617 MICROSOFT CORP COM 594918104 363 1785 SH SOLE NONE 0 0 1785 PEPSICO INC COM 713448108 657 4971 SH SOLE NONE 0 0 4971 SPDR SER TR S&P 600 SMCP VAL 78464A300 289 5877 SH SOLE NONE 0 0 5877 SPDR SER TR S&P 600 SMCP GRW 78464A201 929 16360 SH SOLE NONE 0 0 16360 SPDR SER TR PRTFLO S&P500 GW 78464A409 2204 49056 SH SOLE NONE 0 0 49056 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1970 16815 SH SOLE NONE 0 0 16815 NEXTERA ENERGY INC COM 65339F101 311 1297 SH SOLE NONE 0 0 1297 APPLE INC COM 037833100 1704 4672 SH SOLE NONE 0 0 4672 SPDR SER TR PRTFLO S&P500 VL 78464A508 741 25586 SH SOLE NONE 0 0 25586 ISHARES TR MSCI EMG MKT ETF 464287234 557 13935 SH SOLE NONE 0 0 13935 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3430 86596 SH SOLE NONE 0 0 86596 ISHARES TR CORE US AGGBD ET 464287226 2607 22053 SH SOLE NONE 0 0 22053 ISHARES TR TRANS AVG ETF 464287192 6613 40662 SH SOLE NONE 0 0 40662 VANGUARD INDEX FDS VALUE ETF 922908744 862 8659 SH SOLE NONE 0 0 8659 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1272 11895 SH SOLE NONE 0 0 11895 VANGUARD INDEX FDS GROWTH ETF 922908736 14403 71270 SH SOLE NONE 0 0 71270 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 73 21237 SH SOLE NONE 0 0 21237 ISHARES TR EAFE VALUE ETF 464288877 741 18538 SH SOLE NONE 0 0 18538 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1484 27086 SH SOLE NONE 0 0 27086 DURECT CORP COM 266605104 114 48981 SH SOLE NONE 0 0 48981 WISDOMTREE TR INTL EQUITY FD 97717W703 3391 76609 SH SOLE NONE 0 0 76609 WISDOMTREE TR US LARGECAP DIVD 97717W307 6594 70992 SH SOLE NONE 0 0 70992 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 241 16305 SH SOLE NONE 0 0 16305 NUVEEN SELECT MAT MUN FD SH BEN INT 67061T101 204 19975 SH SOLE NONE 0 0 19975 WESTERN ASSET MUN HIGH INCOM COM 95766N103 181 25392 SH SOLE NONE 0 0 25392 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1755 36855 SH SOLE NONE 0 0 36855 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1543 46105 SH SOLE NONE 0 0 46105 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 5920 261245 SH SOLE NONE 0 0 261245 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 413 15114 SH SOLE NONE 0 0 15114 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 606 7690 SH SOLE NONE 0 0 7690 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 2010 51813 SH SOLE NONE 0 0 51813 ISHARES TR EAFE SML CP ETF 464288273 1346 25095 SH SOLE NONE 0 0 25095 VISA INC COM CL A 92826C839 299 1547 SH SOLE NONE 0 0 1547 SPDR SER TR PORTFOLIO AGRGTE 78464A649 38594 1250626 SH SOLE NONE 0 0 1250626 ATHERSYS INC NEW COM 04744L106 95 34544 SH SOLE NONE 0 0 34544 ISHARES TR AGGRES ALLOC ETF 464289859 515 9392 SH SOLE NONE 0 0 9392 MESOBLAST LTD SPONS ADR 590717104 296 26000 SH SOLE NONE 0 0 26000 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 486 4650 SH SOLE NONE 0 0 4650 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 599 5192 SH SOLE NONE 0 0 5192 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 784 9201 SH SOLE NONE 0 0 9201 ISHARES INC CORE MSCI EMKT 46434G103 1259 26451 SH SOLE NONE 0 0 26451 ISHARES TR USA QUALITY FCTR 46432F339 11248 117266 SH SOLE NONE 0 0 117266 EMPIRE ST RLTY TR INC CL A 292104106 99 14188 SH SOLE NONE 0 0 14188 TREVENA INC COM 89532E109 34 22700 SH SOLE NONE 0 0 22700 ALDEYRA THERAPEUTICS INC COM 01438T106 143 34173 SH SOLE NONE 0 0 34173 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 4070 314533 SH SOLE NONE 0 0 314533 ISHARES TR EXPONENTIAL TECH 46434V381 8901 199937 SH SOLE NONE 0 0 199937 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 905 18036 SH SOLE NONE 0 0 18036 ISHARES TR INTL QLTY FACTOR 46434V456 8132 276493 SH SOLE NONE 0 0 276493 SPDR SER TR PRTFLO S&P500 HI 78468R788 1506 54080 SH SOLE NONE 0 0 54080 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4852 72335 SH SOLE NONE 0 0 72335 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 894 17618 SH SOLE NONE 0 0 17618 ELECTROCORE INC COM 28531P103 58 70053 SH SOLE NONE 0 0 70053