0001606587-22-001016.txt : 20220509 0001606587-22-001016.hdr.sgml : 20220509 20220509152924 ACCESSION NUMBER: 0001606587-22-001016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 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: 22904604 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 03-31-2022 03-31-2022 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 05-03-2022 0 76 289871 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALDEYRA THERAPEUTICS INC COM 01438T106 152 34173 SH SOLE NONE 0 0 34173 ALPHABET INC CAP STK CL A 02079K305 278 100 SH SOLE NONE 0 0 100 ALPS ETF TR CLEAN ENERGY 00162Q460 743 11731 SH SOLE NONE 0 0 11731 AMAZON COM INC COM 023135106 1809 555 SH SOLE NONE 0 0 555 APPLE INC COM 037833100 3303 18917 SH SOLE NONE 0 0 18917 ASSURANT INC COM 04621X108 746 4105 SH SOLE NONE 0 0 4105 ATHERSYS INC NEW COM 04744L106 36 60000 SH SOLE NONE 0 0 60000 BAXTER INTL INC COM 071813109 247 3183 SH SOLE NONE 0 0 3183 DURECT CORP COM 266605104 33 48981 SH SOLE NONE 0 0 48981 ELECTROCORE INC COM 28531P103 90 153000 SH SOLE NONE 0 0 153000 EMPIRE ST RLTY TR INC CL A 292104106 139 14188 SH SOLE NONE 0 0 14188 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 311 12194 SH SOLE NONE 0 0 12194 GREENLANE HLDGS INC CL A 395330103 6 10050 SH SOLE NONE 0 0 10050 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 5398 305983 SH SOLE NONE 0 0 305983 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1748 24194 SH SOLE NONE 0 0 24194 ISHARES INC CORE MSCI EMKT 46434G103 1421 25585 SH SOLE NONE 0 0 25585 ISHARES TR MSCI USA QLT FCT 46432F339 11284 83812 SH SOLE NONE 0 0 83812 ISHARES TR MSCI INTL QUALTY 46434V456 14841 402522 SH SOLE NONE 0 0 402522 ISHARES TR GL CLEAN ENE ETF 464288224 12659 588249 SH SOLE NONE 0 0 588249 ISHARES TR AGGRES ALLOC ETF 464289859 940 13635 SH SOLE NONE 0 0 13635 ISHARES TR EAFE VALUE ETF 464288877 3074 61171 SH SOLE NONE 0 0 61171 ISHARES TR EAFE SML CP ETF 464288273 1271 19160 SH SOLE NONE 0 0 19160 ISHARES TR CORE US AGGBD ET 464287226 7497 69996 SH SOLE NONE 0 0 69996 ISHARES TR US TRSPRTION 464287192 302 1120 SH SOLE NONE 0 0 1120 ISHARES TR RUS 2000 GRW ETF 464287648 4136 16173 SH SOLE NONE 0 0 16173 ISHARES TR MSCI EMG MKT ETF 464287234 8257 182873 SH SOLE NONE 0 0 182873 ISHARES TR SP SMCP600VL ETF 464287879 1334 13024 SH SOLE NONE 0 0 13024 ISHARES TR S&P SML 600 GWT 464287887 4892 39104 SH SOLE NONE 0 0 39104 ISHARES TR S&P 500 VAL ETF 464287408 2267 14559 SH SOLE NONE 0 0 14559 ISHARES TR S&P 500 GRWT ETF 464287309 1951 25546 SH SOLE NONE 0 0 25546 ISHARES TR RUS 1000 VAL ETF 464287598 1566 9436 SH SOLE NONE 0 0 9436 ISHARES TR RUS 1000 GRW ETF 464287614 5649 20346 SH SOLE NONE 0 0 20346 ISHARES TR RUS 2000 VAL ETF 464287630 5830 36120 SH SOLE NONE 0 0 36120 ISHARES TR MSCI EAFE ETF 464287465 3309 44953 SH SOLE NONE 0 0 44953 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 2370 47637 SH SOLE NONE 0 0 47637 J P MORGAN EXCHANGE-TRADED F SHORT DURA CORE 46641Q274 1400 29286 SH SOLE NONE 0 0 29286 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 1988 39549 SH SOLE NONE 0 0 39549 JOHNSON & JOHNSON COM 478160104 1081 6099 SH SOLE NONE 0 0 6099 MESOBLAST LTD SPONS ADR 590717104 84 20000 SH SOLE NONE 0 0 20000 MICROSOFT CORP COM 594918104 369 1198 SH SOLE NONE 0 0 1198 NETFLIX INC COM 64110L106 228 609 SH SOLE NONE 0 0 609 NEXTERA ENERGY INC COM 65339F101 381 4495 SH SOLE NONE 0 0 4495 NVIDIA CORPORATION COM 67066G104 356 1304 SH SOLE NONE 0 0 1304 PAVMED INC COM 70387R106 13 10000 SH SOLE NONE 0 0 10000 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 21178 217139 SH SOLE NONE 0 0 217139 PROSHARES TR ULTRAPRO QQQ 74347X831 235 4038 SH SOLE NONE 0 0 4038 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2566 66398 SH SOLE NONE 0 0 66398 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 6446 234234 SH SOLE NONE 0 0 234234 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 4136 117633 SH SOLE NONE 0 0 117633 SPDR SER TR PRTFLO S&P500 VL 78464A508 931 22310 SH SOLE NONE 0 0 22310 SPDR SER TR S&P 600 SMCP VAL 78464A300 490 5880 SH SOLE NONE 0 0 5880 SPDR SER TR S&P 600 SMCP GRW 78464A201 1393 16615 SH SOLE NONE 0 0 16615 SPDR SER TR PRTFLO S&P500 GW 78464A409 7217 109002 SH SOLE NONE 0 0 109002 SPDR SER TR PORTFOLIO AGRGTE 78464A649 34930 1256928 SH SOLE NONE 0 0 1256928 SPDR SER TR PRTFLO S&P500 HI 78468R788 2274 51739 SH SOLE NONE 0 0 51739 TESLA INC COM 88160R101 392 364 SH SOLE NONE 0 0 364 THERAPEUTICSMD INC COM 88338N107 6 16000 SH SOLE NONE 0 0 16000 TREVENA INC COM 89532E109 22 40000 SH SOLE NONE 0 0 40000 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 663 4398 SH SOLE NONE 0 0 4398 VANGUARD INDEX FDS VALUE ETF 922908744 1022 6919 SH SOLE NONE 0 0 6919 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1761 10009 SH SOLE NONE 0 0 10009 VANGUARD INDEX FDS GROWTH ETF 922908736 21965 76372 SH SOLE NONE 0 0 76372 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6572 142470 SH SOLE NONE 0 0 142470 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1532 26596 SH SOLE NONE 0 0 26596 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 386 2075 SH SOLE NONE 0 0 2075 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1612 19453 SH SOLE NONE 0 0 19453 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1129 7995 SH SOLE NONE 0 0 7995 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 21831 435757 SH SOLE NONE 0 0 435757 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2517 15521 SH SOLE NONE 0 0 15521 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1792 37317 SH SOLE NONE 0 0 37317 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 6383 80750 SH SOLE NONE 0 0 80750 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 880 7839 SH SOLE NONE 0 0 7839 VISA INC COM CL A 92826C839 325 1466 SH SOLE NONE 0 0 1466 VYNE THERAPEUTICS INC COM 92941V209 7 11000 SH SOLE NONE 0 0 11000 WISDOMTREE TR INTL EQUITY FD 97717W703 7456 141352 SH SOLE NONE 0 0 141352 WISDOMTREE TR US LARGECAP DIVD 97717W307 14033 213533 SH SOLE NONE 0 0 213533