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| Name: |
Tobias Financial Advisors Inc. |
| City: |
PLANTATION |
| State: |
FL |
| Zip: |
33324 |
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data |
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| Holdings
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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 |
|
IVE |
iShares S&P 500/BARRA Value |
|
- |
$182.16 |
$3,056,000 |
16,361 |
% |
211,000 |
0 |
0 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
|
- |
$53.13 |
$1,506,000 |
27,674 |
% |
58,000 |
0 |
0 |
N/A |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
|
- |
$99.80 |
$1,361,000 |
13,248 |
% |
-4,000 |
0 |
0 |
N/A |
|
|
VTWV |
Vanguard Russell 2000 Value... |
|
- |
$136.67 |
$1,071,000 |
7,661 |
% |
25,000 |
0 |
0 |
N/A |
|
|
SCZ |
ISHARES MSCI EAFE SM |
|
- |
$63.15 |
$879,000 |
13,874 |
% |
20,000 |
0 |
0 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
|
- |
$104.80 |
$865,000 |
8,264 |
% |
-6,000 |
0 |
0 |
N/A |
|
|
VYM |
Vanguard High Dividend Yiel... |
|
- |
$118.59 |
$862,000 |
7,122 |
% |
67,000 |
0 |
0 |
N/A |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
|
- |
$176.03 |
$794,000 |
4,398 |
% |
55,000 |
0 |
0 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
|
- |
$249.84 |
$773,000 |
2,965 |
% |
56,000 |
0 |
0 |
N/A |
|
|
VTWO |
Vanguard Russell 2000 Etf |
|
- |
$82.40 |
$716,000 |
8,422 |
% |
33,000 |
0 |
0 |
N/A |
|
|
JPST |
Jp Morgan Ultra Short Incom... |
|
- |
$0.00 |
$634,000 |
12,568 |
% |
3,000 |
0 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$519.81 |
$438,000 |
834 |
% |
40,000 |
0 |
0 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
|
- |
$256.30 |
$399,000 |
1,534 |
% |
35,000 |
0 |
0 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
|
- |
$213.58 |
$383,000 |
1,862 |
% |
27,000 |
0 |
0 |
N/A |
|
|
FNGU |
Bank Of Montreal Microsecto... |
|
- |
$0.00 |
$327,000 |
1,000 |
% |
94,000 |
0 |
0 |
N/A |
|
|
NFLX |
Netflix Inc |
|
- |
$609.47 |
$307,000 |
505 |
% |
61,000 |
0 |
0 |
N/A |
|
|
BOND |
Pimco Total Return Exchange... |
|
- |
$89.43 |
$248,000 |
2,700 |
% |
-2,000 |
0 |
0.008 |
N/A |
|
|
IEI |
iShares Barclays 3-7 Year T... |
|
- |
$114.39 |
$236,000 |
2,037 |
% |
-3,000 |
0 |
0 |
N/A |
|
|
PSK |
SPDR Series Trust |
|
- |
$33.56 |
$233,000 |
6,688 |
% |
9,000 |
0 |
0 |
N/A |
|
|
ITB |
iShares Dow Jones U.S. Home... |
|
- |
$0.00 |
$229,000 |
1,976 |
% |
28,000 |
0 |
0 |
N/A |
|
|
AIZ |
Assurant Inc |
|
- |
$176.54 |
$226,000 |
1,200 |
% |
24,000 |
0 |
0 |
N/A |
|
|
VGSH |
Vanguard Scottsdale Funds |
|
- |
$57.73 |
$219,000 |
3,778 |
% |
-1,000 |
0 |
0 |
N/A |
|
|
ESRT |
Empire State Realty Trust, ... |
|
- |
$9.42 |
$144,000 |
14,188 |
% |
7,000 |
0 |
0 |
N/A |
|
|
ECOR |
Electrocore, Inc. |
|
- |
$0.28 |
$62,000 |
10,000 |
% |
2,000 |
0 |
0 |
N/A |
|
|
GLYC |
Glycomimetics Inc |
|
- |
$0.30 |
$45,000 |
15,000 |
% |
10,000 |
0 |
0 |
N/A |
|
