0001606587-22-002330.txt : 20221114 0001606587-22-002330.hdr.sgml : 20221114 20221114114846 ACCESSION NUMBER: 0001606587-22-002330 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221382471 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 09-30-2022 09-30-2022 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 11-14-2022 0 78 283483 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALDEYRA THERAPEUTICS INC COM 01438T106 182 34173 SH SOLE NONE 0 0 34173 ALPHABET INC CAP STK CL A 02079K305 200 2095 SH SOLE NONE 0 0 2095 ALPS ETF TR CLEAN ENERGY 00162Q460 814 14659 SH SOLE NONE 0 0 14659 AMAZON COM INC COM 023135106 883 7815 SH SOLE NONE 0 0 7815 APPLE INC COM 037833100 2392 17307 SH SOLE NONE 0 0 17307 ASSURANT INC COM 04621X108 456 3136 SH SOLE NONE 0 0 3136 BANK OF MONTREAL MICROSECTORS IDX 063679872 59 10000 SH SOLE NONE 0 0 10000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 211 791 SH SOLE NONE 0 0 791 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1018 26118 SH SOLE NONE 0 0 26118 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2135 82877 SH SOLE NONE 0 0 82877 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 8491 286761 SH SOLE NONE 0 0 286761 ELECTROCORE INC COM 28531P103 36 89453 SH SOLE NONE 0 0 89453 EMPIRE ST RLTY TR INC CL A 292104106 93 14188 SH SOLE NONE 0 0 14188 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 748 31391 SH SOLE NONE 0 0 31391 HOME DEPOT INC COM 437076102 211 766 SH SOLE NONE 0 0 766 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 5079 313904 SH SOLE NONE 0 0 313904 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 17757 161499 SH SOLE NONE 0 0 161499 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1218 21381 SH SOLE NONE 0 0 21381 ISHARES INC CORE MSCI EMKT 46434G103 2156 50160 SH SOLE NONE 0 0 50160 ISHARES TR CORE MSCI EAFE 46432F842 556 10558 SH SOLE NONE 0 0 10558 ISHARES TR MSCI USA QLT FCT 46432F339 8668 83393 SH SOLE NONE 0 0 83393 ISHARES TR EAFE SML CP ETF 464288273 724 14834 SH SOLE NONE 0 0 14834 ISHARES TR GL CLEAN ENE ETF 464288224 11361 595146 SH SOLE NONE 0 0 595146 ISHARES TR SHRT NAT MUN ETF 464288158 3463 33732 SH SOLE NONE 0 0 33732 ISHARES TR AGGRES ALLOC ETF 464289859 749 13506 SH SOLE NONE 0 0 13506 ISHARES TR NATIONAL MUN ETF 464288414 360 3505 SH SOLE NONE 0 0 3505 ISHARES TR MSCI INTL QUALTY 46434V456 14015 504509 SH SOLE NONE 0 0 504509 ISHARES TR CORE US AGGBD ET 464287226 889 9224 SH SOLE NONE 0 0 9224 ISHARES TR EAFE VALUE ETF 464288877 1023 26541 SH SOLE NONE 0 0 26541 ISHARES TR MSCI EMG MKT ETF 464287234 3409 97738 SH SOLE NONE 0 0 97738 ISHARES TR MSCI EAFE ETF 464287465 1354 24173 SH SOLE NONE 0 0 24173 ISHARES TR RUS 2000 GRW ETF 464287648 4059 19648 SH SOLE NONE 0 0 19648 ISHARES TR SP SMCP600VL ETF 464287879 1111 13476 SH SOLE NONE 0 0 13476 ISHARES TR S&P SML 600 GWT 464287887 4599 45239 SH SOLE NONE 0 0 45239 ISHARES TR S&P 500 VAL ETF 464287408 2561 19930 SH SOLE NONE 0 0 19930 ISHARES TR S&P 500 GRWT ETF 464287309 1426 24642 SH SOLE NONE 0 0 24642 ISHARES TR RUS 1000 VAL ETF 464287598 1825 13422 SH SOLE NONE 0 0 13422 ISHARES TR RUS 1000 GRW ETF 464287614 6764 32148 SH SOLE NONE 0 0 32148 ISHARES TR RUS 2000 VAL ETF 464287630 4518 35045 SH SOLE NONE 0 0 35045 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 3615 72821 SH SOLE NONE 0 0 72821 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1316 26245 SH SOLE NONE 0 0 26245 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 8054 177712 SH SOLE NONE 0 0 177712 JOHNSON & JOHNSON COM 478160104 996 6100 SH SOLE NONE 0 0 6100 KIMCO RLTY CORP COM 49446R109 310 16835 SH SOLE NONE 0 0 16835 MANHATTAN BRDG CAP INC COM 562803106 280 49682 SH SOLE NONE 0 0 49682 MICROSOFT CORP COM 594918104 422 1811 SH SOLE NONE 0 0 1811 NEXTERA ENERGY INC COM 65339F101 352 4490 SH SOLE NONE 0 0 4490 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 18538 195732 SH SOLE NONE 0 0 195732 SIMON PPTY GROUP INC NEW COM 828806109 367 4086 SH SOLE NONE 0 0 4086 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2119 68270 SH SOLE NONE 0 0 68270 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 4788 225730 SH SOLE NONE 0 0 225730 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 2062 79101 SH SOLE NONE 0 0 79101 SPDR SER TR PORTFOLIO AGRGTE 78464A649 14085 564521 SH SOLE NONE 0 0 564521 SPDR SER TR PRTFLO S&P500 HI 78468R788 2476 69803 SH SOLE NONE 0 0 69803 SPDR SER TR PRTFLO S&P500 VL 78464A508 903 26190 SH SOLE NONE 0 0 26190 SPDR SER TR S&P 600 SMCP VAL 78464A300 333 4961 SH SOLE NONE 0 0 4961 SPDR SER TR S&P 600 SMCP GRW 78464A201 1424 20906 SH SOLE NONE 0 0 20906 SPDR SER TR PRTFLO S&P500 GW 78464A409 5467 109114 SH SOLE NONE 0 0 109114 TESLA INC COM 88160R101 273 1029 SH SOLE NONE 0 0 1029 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 546 4398 SH SOLE NONE 0 0 4398 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 16492 220423 SH SOLE NONE 0 0 220423 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 21211 297363 SH SOLE NONE 0 0 297363 VANGUARD INDEX FDS VALUE ETF 922908744 3713 30073 SH SOLE NONE 0 0 30073 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1697 11832 SH SOLE NONE 0 0 11832 VANGUARD INDEX FDS GROWTH ETF 922908736 16921 79087 SH SOLE NONE 0 0 79087 VANGUARD INDEX FDS SML CP GRW ETF 922908595 398 2040 SH SOLE NONE 0 0 2040 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5151 141159 SH SOLE NONE 0 0 141159 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 661 7123 SH SOLE NONE 0 0 7123 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1178 26549 SH SOLE NONE 0 0 26549 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 584 8767 SH SOLE NONE 0 0 8767 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 888 7836 SH SOLE NONE 0 0 7836 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2275 16835 SH SOLE NONE 0 0 16835 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 1053 28971 SH SOLE NONE 0 0 28971 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 722 7607 SH SOLE NONE 0 0 7607 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4735 76383 SH SOLE NONE 0 0 76383 VISA INC COM CL A 92826C839 269 1516 SH SOLE NONE 0 0 1516 WISDOMTREE TR INTL EQUITY FD 97717W703 7345 182933 SH SOLE NONE 0 0 182933 WISDOMTREE TR US LARGECAP DIVD 97717W307 11891 215181 SH SOLE NONE 0 0 215181