TOBIAS FINANCIAL ADVISORS, INC.

13F filer, CIK 1802080, Plantation, FL

TOBIAS FINANCIAL ADVISORS, INC. reported $498,930,230 across 108 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-30. Its ten largest share positions make up 63.7% of the portfolio.

Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004412

Period: 2024-09-30
Reported value: $499M
Holdings: 108
Top 10 weight: 63.7%
New: 7
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SPABadded	+129,247	$3.38M
USFRadded	+50,329	$2.53M
IEFadded	+21,014	$2.06M
DFSVadded	+28,881	$890K
EFAadded	+10,528	$880K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VCITexited	-6,063	-$485K
NVDAreduced	-2,487	-$302K
PSKexited	-6,688	-$227K
MUBreduced	-2,076	-$226K
EEMreduced	-4,879	-$224K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004412, largest first. % of portfolio is the value over $498,930,230, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPABSPDR SERIES TRUST	3,170,184	$82.9M	16.61%	+129,247	Timeline
USFRWISDOMTREE TR	972,637	$48.8M	9.79%	+50,329	Timeline
IEFISHARES TR	353,450	$34.7M	6.95%	+21,014	Timeline
IQLTISHARES TR	827,311	$34.3M	6.88%	+14,329	Timeline
QQQMINVESCO EXCH TRADED FD TR II	159,765	$32.1M	6.43%	+1,141	Timeline
VUGVANGUARD INDEX FDS	75,503	$29M	5.81%	+1,428	Timeline
QUALISHARES TR	98,051	$17.6M	3.52%	+1,458	Timeline
VWOVANGUARD INTL EQUITY INDEX F	309,502	$14.8M	2.97%	+11,144	Timeline
DFLVDIMENSIONAL ETF TRUST	401,044	$12.4M	2.48%	-273	Timeline
DFIVDIMENSIONAL ETF TRUST	296,073	$11.3M	2.26%	+15,534	Timeline
BNDVANGUARD BD INDEX FDS	147,615	$11.1M	2.22%	+3,124	Timeline
IWOISHARES TR	36,928	$10.5M	2.1%	+1,130	Timeline
IWFISHARES TR	26,801	$10.1M	2.02%	-471	Timeline
DFUVDIMENSIONAL ETF TRUST	217,734	$9.08M	1.82%	-567	Timeline
DFSVDIMENSIONAL ETF TRUST	278,369	$8.57M	1.72%	+28,881	Timeline
DFISDIMENSIONAL ETF TRUST	299,152	$8.03M	1.61%	+17,146	Timeline
DLNWISDOMTREE TR	81,574	$6.41M	1.28%	-1,917	Timeline
CWISPDR INDEX SHS FDS	195,963	$5.97M	1.2%	-168	Timeline
IVWISHARES TR	60,373	$5.78M	1.16%	-2,094	Timeline
VIGIVANGUARD WHITEHALL FDS	59,889	$5.29M	1.06%	-554	Timeline
SPYGSPDR SERIES TRUST	62,658	$5.2M	1.04%	-1,010	Timeline
AGGISHARES TR	48,455	$4.91M	0.98%	+258	Timeline
AAPLAPPLE INC	20,227	$4.71M	0.94%	-874	Timeline
VTVVANGUARD INDEX FDS	22,636	$3.95M	0.79%	+2,308	Timeline
GWXSPDR INDEX SHS FDS	111,668	$3.81M	0.76%	-1,129	Timeline
DWMWISDOMTREE TR	64,379	$3.71M	0.74%	-627	Timeline
MUBISHARES TR	32,554	$3.54M	0.71%	-2,076	Timeline
IJTISHARES TR	25,146	$3.51M	0.7%	+49	Timeline
EEMISHARES TR	76,386	$3.5M	0.7%	-4,879	Timeline
IWNISHARES TR	18,608	$3.1M	0.62%	-238	Timeline
VIGVANGUARD SPECIALIZED FUNDS	15,450	$3.06M	0.61%	-65	Timeline
IVEISHARES TR	15,184	$2.99M	0.6%	-1,076	Timeline
EFAISHARES TR	35,608	$2.98M	0.6%	+10,528	Timeline
SPEMSPDR INDEX SHS FDS	50,837	$2.1M	0.42%	-1,206	Timeline
IWDISHARES TR	10,958	$2.08M	0.42%	-71	Timeline
AMZNAMAZON COM INC	11,060	$2.06M	0.41%	-574	Timeline
PWBINVESCO EXCHANGE TRADED FD T	20,628	$2.04M	0.41%	-205	Timeline
SPYDSPDR SERIES TRUST	42,160	$1.92M	0.39%	-1,177	Timeline
VBRVANGUARD INDEX FDS	9,384	$1.88M	0.38%	+107	Timeline
SLYGSPDR SERIES TRUST	19,435	$1.81M	0.36%	-59	Timeline
IEMGISHARES INC	30,007	$1.72M	0.35%	+2,459	Timeline
VEUVANGUARD INTL EQUITY INDEX F	24,630	$1.55M	0.31%	+68	Timeline
DFATDIMENSIONAL ETF TRUST	27,411	$1.52M	0.31%	-63	Timeline
MSFTMICROSOFT CORP	3,523	$1.52M	0.3%	+231	Timeline
IJSISHARES TR	13,271	$1.43M	0.29%	+12	Timeline
NVDANVIDIA CORPORATION	11,757	$1.43M	0.29%	-2,487	Timeline
AOAISHARES TR	16,296	$1.29M	0.26%	+302	Timeline
VEAVANGUARD TAX-MANAGED FDS	24,223	$1.28M	0.26%	-352	Timeline
VTWVVANGUARD SCOTTSDALE FDS	7,661	$1.13M	0.23%	0	Timeline
SPYVSPDR SERIES TRUST	20,852	$1.1M	0.22%	-277	Timeline
EFVISHARES TR	19,039	$1.1M	0.22%	-721	Timeline
SCZISHARES TR	13,724	$929K	0.19%	-146	Timeline
VYMVANGUARD WHITEHALL FDS	7,237	$928K	0.19%	+115	Timeline
VOOVVANGUARD ADMIRAL FDS INC	4,398	$839K	0.17%	0	Timeline
VBKVANGUARD INDEX FDS	2,967	$793K	0.16%	+2	Timeline
VTWOVANGUARD SCOTTSDALE FDS	8,324	$744K	0.15%	+8	Timeline
JNJJOHNSON & JOHNSON	4,529	$734K	0.15%	+87	Timeline
VVISA INC	2,406	$662K	0.13%	+4	Timeline
VSSVANGUARD INTL EQUITY INDEX F	5,247	$661K	0.13%	-47	Timeline
METAMETA PLATFORMS INC	1,151	$659K	0.13%	-11	Timeline
SPGSIMON PPTY GROUP INC NEW	3,660	$619K	0.12%	+97	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	11,903	$604K	0.12%	-627	Timeline
GOOGALPHABET INC	3,529	$590K	0.12%	-70	Timeline
SUBISHARES TR	5,074	$539K	0.11%	0	Timeline
BSVVANGUARD BD INDEX FDS	6,657	$524K	0.1%	-178	Timeline
GLDSPDR GOLD TR	2,133	$518K	0.1%	+365	Timeline
XOMEXXON MOBIL CORP	4,250	$498K	0.1%	+302	Timeline
GOOGLALPHABET INC	3,004	$498K	0.1%	-57	Timeline
IVVISHARES TR	834	$481K	0.1%	0	Timeline
FNDXSCHWAB STRATEGIC TR	5,970	$428K	0.09%	0	Timeline
VTIVANGUARD INDEX FDS	1,469	$416K	0.08%	0	Timeline
BANK MONTREAL MEDIUMBANK MONTREAL MEDIUM	1,000	$410K	0.08%	0
NFLXNETFLIX INC.	555	$394K	0.08%	-12	Timeline
QQQINVESCO QQQ TR	790	$386K	0.08%	+266	Timeline
WMTWALMART INC	4,568	$369K	0.07%	-87	Timeline
HDHOME DEPOT INC	901	$365K	0.07%	-8	Timeline
TSLATESLA INC	1,361	$356K	0.07%	-300	Timeline
UNHUNITEDHEALTH GROUP INC	597	$349K	0.07%	+12	Timeline
TTTRANE TECHNOLOGIES PLC	890	$346K	0.07%	-11	Timeline
VONVVANGUARD SCOTTSDALE FDS	4,125	$344K	0.07%	0	Timeline
KIMKIMCO REALTY CORP	14,601	$339K	0.07%	+83	Timeline
SLYVSPDR SERIES TRUST	3,835	$333K	0.07%	-163	Timeline
IEFAISHARES TR	4,249	$332K	0.07%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	359	$319K	0.06%	+12	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	672	$309K	0.06%	+55	Timeline
IWRISHARES TR	3,464	$305K	0.06%	new	Timeline
JPMJPMORGAN CHASE & CO	1,281	$270K	0.05%	+100	Timeline
SCHXSCHWAB STRATEGIC TR	3,916	$266K	0.05%	-112	Timeline
LLYELI LILLY & CO	295	$261K	0.05%	+8	Timeline
BONDPIMCO ETF TR	2,745	$260K	0.05%	+34	Timeline
LDURPIMCO ETF TR	2,637	$253K	0.05%	+23	Timeline
ORCLORACLE CORP	1,475	$251K	0.05%	-139	Timeline
ITBISHARES TR	1,976	$251K	0.05%	new	Timeline
VBVANGUARD INDEX FDS	1,039	$246K	0.05%	new	Timeline
IEIISHARES TR	2,037	$244K	0.05%	0	Timeline
AIZASSURANT INC	1,200	$239K	0.05%	new	Timeline
AVGOBROADCOM INC	1,380	$238K	0.05%	+1,254	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	373	$231K	0.05%	+1	Timeline
DGROISHARES TR	3,669	$230K	0.05%	new	Timeline
VOOVANGUARD INDEX FDS	428	$226K	0.05%	-3	Timeline
ETNEATON CORP PLC	624	$207K	0.04%	new	Timeline
MEARISHARES U S ETF TR	4,036	$203K	0.04%	0	Timeline
MAMASTERCARD INCORPORATED	406	$200K	0.04%	new	Timeline
ESRTEMPIRE ST RLTY TR INC	14,188	$157K	0.03%	0	Timeline
ALDXALDEYRA THERAPEUTICS INC	23,695	$128K	0.03%	0	Timeline
MESOMESOBLAST LTD	10,000	$81.7K	0.02%	0	Timeline
ECORELECTROCORE INC	10,000	$72.2K	0.01%	0	Timeline
GLYCOMIMETICS INCGLYCOMIMETICS INC	15,000	$2.54K	<0.01%	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VCITVANGUARD SCOTTSDALE FDS	6,063	$485K	shares
PSKSPDR SERIES TRUST	6,688	$227K	shares
LOANMANHATTAN BRDG CAP INC	34,041	$175K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004412	base		2024-10-30	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC