0001606587-22-000435.txt : 20220209 0001606587-22-000435.hdr.sgml : 20220209 20220209132032 ACCESSION NUMBER: 0001606587-22-000435 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220209 EFFECTIVENESS DATE: 20220209 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: 22605531 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 12-31-2021 12-31-2021 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 02-09-2022 0 67 1272531 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE PROCTER GAMBLE CO COM COM 742718109 48605 297130 SH SOLE No 0 0 297130 DEERE & CO COM COM 244199105 47490 138500 SH SOLE No 0 0 138500 DIAGEO PLC SPON ADR NEW 25243Q205 46401 210778 SH SOLE No 0 0 210778 PEPSICO INC COM COM 713448108 45762 263440 SH SOLE No 0 0 263440 WELLTOWER INC COM 95040Q104 44618 520205 SH SOLE No 0 0 520205 APPLE INC COM 037833100 43006 242191 SH SOLE No 0 0 242191 CME GROUP INC COM COM 12572Q105 42206 184743 SH SOLE No 0 0 184743 PFIZER INC COM COM 717081103 40117 679366 SH SOLE No 0 0 679366 US BANCORP COM COM NEW 902973304 37048 659572 SH SOLE No 0 0 659572 MONDELEZ INTL INC COM CL A 609207105 36361 548346 SH SOLE No 0 0 548346 NUTRIEN LTD COM 67077M108 36125 480387 SH SOLE No 0 0 480387 BANK OF NEW YORK MELLON CORP COM COM 064058100 35917 618400 SH SOLE No 0 0 618400 UNILEVER PLC ADR SPON ADR NEW 904767704 33484 622493 SH SOLE No 0 0 622493 COCA COLA CO COM COM 191216100 33062 558383 SH SOLE No 0 0 558383 3M COMPANY COM 88579Y101 32025 180288 SH SOLE No 0 0 180288 MERCK & CO INC. COM COM 58933Y105 31230 407484 SH SOLE No 0 0 407484 WALT DISNEY COM COM 254687106 29474 190289 SH SOLE No 0 0 190289 SIMON PPTY GROUP COM 828806109 28939 181129 SH SOLE No 0 0 181129 JOHNSON & JOHNSON COM COM 478160104 28734 167964 SH SOLE No 0 0 167964 VERIZON COMMUNICATIONS COM COM 92343V104 28438 547302 SH SOLE No 0 0 547302 KRAFT HEINZ COM COM 500754106 28283 787839 SH SOLE No 0 0 787839 ALPHABET INC CLA CAP STK CL A 02079K305 26121 9017 SH SOLE No 0 0 9017 ISHARES IBONDS DEC 2024 CORPORATE ETF IBONDS DEC24 ETF 46434VBG4 25536 984800 SH SOLE No 0 0 984800 STARBUCKS CORP COM 855244109 25473 217770 SH SOLE No 0 0 217770 CHARLES SCHWAB CORP COM 808513105 24918 296291 SH SOLE No 0 0 296291 KELLOGG CO COM COM 487836108 23749 368664 SH SOLE No 0 0 368664 CNA FINL CORP COM 126117100 21381 485043 SH SOLE No 0 0 485043 INTEL CORP COM COM 458140100 21075 409220 SH SOLE No 0 0 409220 ISHARES IBONDS DEC 2023 CORPORATE ETF IBONDS DEC23 ETF 46434VAX8 20938 815652 SH SOLE No 0 0 815652 MCDONALDS CORP COM COM 580135101 20721 77296 SH SOLE No 0 0 77296 ISHARES IBONDS DEC 2022 CORPORATE ETF IBONDS DEC22 ETF 46434VBA7 19757 785874 SH SOLE No 0 0 785874 ISHARES IBONDS DEC 2025 CORPORATE ETF IBONDS DEC25 ETF 46434VBD1 19084 722345 SH SOLE No 0 0 722345 NIKE INC COM CL B 654106103 17643 105854 SH SOLE No 0 0 105854 VANGUARD SHORT TERM CORP BOND ETF SHRT TRM CORP BD 92206C409 16808 206841 SH SOLE No 0 0 206841 NOVARTIS AG ADR SPONSORED ADR 66987V109 16175 184926 SH SOLE No 0 0 184926 BERKSHIRE HATHAWAY INC DEL CLB CL B NEW 084670702 15235 50953 SH SOLE No 0 0 50953 HIGHWOODS PROPERTIES INC COM 431284108 14672 329044 SH SOLE No 0 0 329044 COUSINS PROPERTIES INC COM NEW 222795502 14551 361247 SH SOLE No 0 0 361247 HESRSHEY COMPANY COM 427866108 13343 68969 SH SOLE No 0 0 68969 HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE COM 41068X100 11173 210340 SH SOLE No 0 0 210340 LEVI STRAUSS CO CL A COM STK 52736R102 10877 434557 SH SOLE No 0 0 434557 ORGANON COMMON STOCK 68622V106 10808 354935 SH SOLE No 0 0 354935 VIATRIS INC COM 92556V106 9962 736267 SH SOLE No 0 0 736267 AMAZON COM INC COM 023135106 9910 2972 SH SOLE No 0 0 2972 CAMDEN PROPERTY TRUST SH BEN INT 133131102 9580 53618 SH SOLE No 0 0 53618 CORNING INC COM 219350105 8058 216435 SH SOLE No 0 0 216435 SANOFI ADR SPONSORED ADR 80105N105 7880 157295 SH SOLE No 0 0 157295 BORG WARNER COM 099724106 7296 161888 SH SOLE No 0 0 161888 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 6558 15021 SH SOLE No 0 0 15021 BROOKFIELD ASSET MANAGEMENT INC CL A LTD VT SH 112585104 5797 96013 SH SOLE No 0 0 96013 MICROSOFT CORP COM 594918104 5400 16057 SH SOLE No 0 0 16057 VANGUARD HIGH DIVIDEND ETF HIGH DIV YLD 921946406 4428 39493 SH SOLE No 0 0 39493 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 4093 23833 SH SOLE No 0 0 23833 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 3273 77935 SH SOLE No 0 0 77935 EXXON MOBIL CORPORATION COM COM 30231G102 3028 49491 SH SOLE No 0 0 49491 VANGUARD FTSE ALL WORLD EX US ETF ALLWRLD EX US 922042775 2763 45086 SH SOLE No 0 0 45086 SHERWIN-WILLIAMS CO COM 824348106 2290 6502 SH SOLE No 0 0 6502 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 1809 3792 SH SOLE No 0 0 3792 BERKSHIRE HATHAWAY INC DEL CLA CL A 084670108 1803 4 SH SOLE No 0 0 4 ABBOTT LABS COM 002824100 1751 12442 SH SOLE No 0 0 12442 SPDR DEVLPD EX US ETF PORTFOLIO DEVLPD 78463X889 1659 45473 SH SOLE No 0 0 45473 WISDOMTREE INTERNATIONAL LARGE CAP INTL LRGCAP DV 97717W794 1438 29093 SH SOLE No 0 0 29093 VANGUARD REIT ETF REAL ESTATE ETF 922908553 1433 12355 SH SOLE No 0 0 12355 VANGUARD EMERGING MARKET ETF FTSE EMR MKT ETF 922042858 1390 28099 SH SOLE No 0 0 28099 ALPHABET INC CLASS C CAP STK CL C 02079K107 1377 476 SH SOLE No 0 0 476 HOME DEPOT COM 437076102 1130 2724 SH SOLE No 0 0 2724 CISCO SYSTEMS COM 17275R102 1062 16753 SH SOLE No 0 0 16753