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| Name: |
Tobias Financial Advisors Inc. |
| City: |
PLANTATION |
| State: |
FL |
| Zip: |
33324 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
5 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HD |
Home Depot Inc |
|
New |
$340.69 |
$306,000 |
797 |
% |
306,000 |
797 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
|
New |
$500.96 |
$253,000 |
511 |
% |
253,000 |
511 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
|
New |
$60.24 |
$242,000 |
4,024 |
% |
242,000 |
4,024 |
0 |
N/A |
|
|
COST |
Costco Wholesale Corp |
|
New |
$771.31 |
$219,000 |
299 |
% |
219,000 |
299 |
0 |
N/A |
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VOO |
Vanguard S&P 500 Etf |
|
New |
$475.40 |
$205,000 |
426 |
% |
205,000 |
426 |
0 |
N/A |
|
