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
Chief Compliance Officer
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