0001606587-21-001152.txt : 20210812 0001606587-21-001152.hdr.sgml : 20210812 20210812124725 ACCESSION NUMBER: 0001606587-21-001152 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 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: 211166585 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 06-30-2021 06-30-2021 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 08-12-2021 0 66 252591 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 1464 13889 SH SOLE NONE 0 0 13889 ISHARES TR S&P SML 600 GWT 464287887 4370 32950 SH SOLE NONE 0 0 32950 ISHARES TR S&P 500 VAL ETF 464287408 2402 16269 SH SOLE NONE 0 0 16269 ISHARES TR S&P 500 GRWT ETF 464287309 1718 23616 SH SOLE NONE 0 0 23616 ISHARES TR RUS 1000 VAL ETF 464287598 1489 9385 SH SOLE NONE 0 0 9385 ISHARES TR RUS 1000 GRW ETF 464287614 5112 18829 SH SOLE NONE 0 0 18829 ISHARES TR RUS 2000 VAL ETF 464287630 4589 27683 SH SOLE NONE 0 0 27683 AMAZON COM INC COM 023135106 2453 713 SH SOLE NONE 0 0 713 ISHARES TR RUS 2000 GRW ETF 464287648 4332 13898 SH SOLE NONE 0 0 13898 JOHNSON & JOHNSON COM 478160104 998 6058 SH SOLE NONE 0 0 6058 ISHARES TR MSCI EAFE ETF 464287465 411 5215 SH SOLE NONE 0 0 5215 MICROSOFT CORP COM 594918104 310 1145 SH SOLE NONE 0 0 1145 SPDR SER TR S&P 600 SMCP VAL 78464A300 427 4978 SH SOLE NONE 0 0 4978 SPDR SER TR S&P 600 SMCP GRW 78464A201 1434 16151 SH SOLE NONE 0 0 16151 SPDR SER TR PRTFLO S&P500 GW 78464A409 2843 45156 SH SOLE NONE 0 0 45156 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2371 15317 SH SOLE NONE 0 0 15317 NEXTERA ENERGY INC COM 65339F101 328 4480 SH SOLE NONE 0 0 4480 APPLE INC COM 037833100 2353 17179 SH SOLE NONE 0 0 17179 SPDR SER TR PRTFLO S&P500 VL 78464A508 915 23149 SH SOLE NONE 0 0 23149 ISHARES TR MSCI EMG MKT ETF 464287234 760 13777 SH SOLE NONE 0 0 13777 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5209 95921 SH SOLE NONE 0 0 95921 NETFLIX INC COM 64110L106 264 499 SH SOLE NONE 0 0 499 ISHARES TR CORE US AGGBD ET 464287226 4563 39567 SH SOLE NONE 0 0 39567 ISHARES TR TRANS AVG ETF 464287192 10248 39423 SH SOLE NONE 0 0 39423 VANGUARD INDEX FDS VALUE ETF 922908744 951 6919 SH SOLE NONE 0 0 6919 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1700 9787 SH SOLE NONE 0 0 9787 VANGUARD INDEX FDS GROWTH ETF 922908736 20866 72751 SH SOLE NONE 0 0 72751 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 85 21237 SH SOLE NONE 0 0 21237 ISHARES TR EAFE VALUE ETF 464288877 935 18064 SH SOLE NONE 0 0 18064 ASSURANT INC COM 04621X108 862 5519 SH SOLE NONE 0 0 5519 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1837 24677 SH SOLE NONE 0 0 24677 DURECT CORP COM 266605104 80 48981 SH SOLE NONE 0 0 48981 WISDOMTREE TR INTL EQUITY FD 97717W703 5665 103931 SH SOLE NONE 0 0 103931 WISDOMTREE TR US LARGECAP DIVD 97717W307 10350 86021 SH SOLE NONE 0 0 86021 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1771 27940 SH SOLE NONE 0 0 27940 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2007 44099 SH SOLE NONE 0 0 44099 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 7530 249327 SH SOLE NONE 0 0 249327 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 756 19552 SH SOLE NONE 0 0 19552 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 797 7607 SH SOLE NONE 0 0 7607 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1765 34254 SH SOLE NONE 0 0 34254 ISHARES TR EAFE SML CP ETF 464288273 1461 19698 SH SOLE NONE 0 0 19698 VISA INC COM CL A 92826C839 343 1466 SH SOLE NONE 0 0 1466 SPDR SER TR PORTFOLIO AGRGTE 78464A649 34872 1161998 SH SOLE NONE 0 0 1161998 ATHERSYS INC NEW COM 04744L106 71 49544 SH SOLE NONE 0 0 49544 ISHARES TR GL CLEAN ENE ETF 464288224 11065 471665 SH SOLE NONE 0 0 471665 ISHARES TR AGGRES ALLOC ETF 464289859 646 9145 SH SOLE NONE 0 0 9145 MESOBLAST LTD SPONS ADR 590717104 150 20000 SH SOLE NONE 0 0 20000 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 21023 393906 SH SOLE NONE 0 0 393906 TESLA INC COM 88160R101 205 302 SH SOLE NONE 0 0 302 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 627 4398 SH SOLE NONE 0 0 4398 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 828 8942 SH SOLE NONE 0 0 8942 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1293 8897 SH SOLE NONE 0 0 8897 ISHARES INC CORE MSCI EMKT 46434G103 1753 26174 SH SOLE NONE 0 0 26174 ISHARES TR MSCI USA QLT FCT 46432F339 10579 79620 SH SOLE NONE 0 0 79620 EMPIRE ST RLTY TR INC CL A 292104106 170 14188 SH SOLE NONE 0 0 14188 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 17315 170236 SH SOLE NONE 0 0 170236 TREVENA INC COM 89532E109 55 32700 SH SOLE NONE 0 0 32700 ALDEYRA THERAPEUTICS INC COM 01438T106 387 34173 SH SOLE NONE 0 0 34173 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 4749 236363 SH SOLE NONE 0 0 236363 ISHARES TR EXPONENTIAL TECH 46434V381 558 8825 SH SOLE NONE 0 0 8825 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 2030 40437 SH SOLE NONE 0 0 40437 ISHARES TR MSCI INTL QUALTY 46434V456 13174 341649 SH SOLE NONE 0 0 341649 SPDR SER TR PRTFLO S&P500 HI 78468R788 2044 50996 SH SOLE NONE 0 0 50996 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 5718 65360 SH SOLE NONE 0 0 65360 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2068 40747 SH SOLE NONE 0 0 40747 ELECTROCORE INC COM 28531P103 87 73029 SH SOLE NONE 0 0 73029