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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

TOBIAS FINANCIAL ADVISORS, INC. INSTITUTION : TOBIAS FINANCIAL ADVISORS, INC.
TOBIAS FINANCIAL ADVISORS, INC. Portfolio (reported on 2020-05-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 38,664,000 1,279,417 27.95%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 12,289,000 78,429 8.88%
ISHARES TR    (USA QUALITY FCTR) QUAL 9,212,000 113,667 6.65%
ISHARES TR    (EXPONENTIAL TECH) 7,081,000 198,852 5.11%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 6,794,000 83,941 4.91%
WISDOMTREE TR    (INTL EQUITY FD) DWM 6,015,000 152,312 4.34%
ISHARES TR    (RUS 1000 VAL ETF) IWD 3,997,000 40,304 2.88%
ISHARES TR    (1 3 YR TREAS BD) SHY 3,579,000 41,300 2.58%
ISHARES TR    (RUS 1000 GRW ETF) IWF 3,507,000 23,280 2.53%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 3,338,000 99,480 2.41%
ISHARES TR    (EAFE SML CP ETF) SCZ 3,311,000 73,849 2.39%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 3,056,000 91,676 2.20%
ISHARES TR    (CORE US AGGBD ET) AGG 2,937,000 25,461 2.12%
ISHARES TR    (RUS 2000 GRW ETF) IWO 2,778,000 17,566 2.00%
ISHARES TR    (S&P SML 600 GWT) IJT 2,684,000 19,465 1.94%
ISHARES TR    (RUS 2000 VAL ETF) IWN 2,649,000 32,289 1.91%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 2,166,000 52,815 1.56%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 1,801,000 17,418 1.30%
APPLE INC    (COM) AAPL 1,683,000 6,620 1.21%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 1,393,000 53,891 1.00%
ISHARES TR    (INTL QLTY FACTOR) 1,307,000 50,551 0.94%
ISHARES TR    (SP SMCP600VL ETF) IJS 1,265,000 12,658 0.91%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,239,000 7,505 0.89%
ISHARES TR    (MSCI EAFE ETF) EFA 1,152,000 21,553 0.83%
INVESCO EXCHANGE TRADED FD T    (DYNMC LRG GWTH) 1,141,000 26,071 0.82%
ISHARES TR    (S&P 500 VAL ETF) IVE 1,116,000 11,591 0.80%
VANGUARD WHITEHALL FDS    (INTL DVD ETF) 1,107,000 18,984 0.80%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 936,000 41,123 0.67%
VANGUARD INDEX FDS    (VALUE ETF) VTV 803,000 9,016 0.58%
AMAZON COM INC    (COM) AMZN 801,000 411 0.57%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 702,000 24,651 0.50%
ISHARES TR    (EAFE VALUE ETF) EFV 692,000 19,397 0.50%
SPDR SER TR    (S&P 600 SMCP VAL) DSV 660,000 16,152 0.47%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 621,000 8,780 0.44%
PEPSICO INC    (COM) PEP 589,000 4,907 0.42%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 565,000 15,814 0.40%
ISHARES TR    (MSCI EMG MKT ETF) EEM 502,000 14,714 0.36%
ISHARES U S ETF TR    (SHT MAT MUN ETF) 451,000 9,057 0.32%
ISHARES TR    (GRWT ALLOCAT ETF) 382,000 9,236 0.27%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 320,000 6,452 0.23%
NEXTERA ENERGY INC    (COM) NEE 306,000 1,273 0.22%
MICROSOFT CORP    (COM) MSFT 290,000 1,838 0.20%
ASSURANT INC    (COM) AIZ 270,000 2,592 0.19%
ISHARES TR    (AGGRES ALLOC ETF) 247,000 5,209 0.17%
VISA INC    (COM CL A) V 239,000 1,485 0.17%
NUVEEN MUNICIPAL CREDIT INC    (COM SH BEN INT) NZF 229,000 16,305 0.16%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 221,000 9,237 0.15%
SPDR SER TR    (PRTFLO S&P500 HI) 217,000 8,829 0.15%
NUVEEN SELECT MAT MUN FD    (SH BEN INT) NIM 195,000 19,975 0.14%
WESTERN ASSET MUN HIGH INCOM    (COM) MHF 180,000 25,392 0.13%
EMPIRE ST RLTY TR INC    (CL A) ESRT 127,000 14,188 0.09%
MESOBLAST LTD    (SPONS ADR) MBLTY 114,000 26,000 0.08%
ATHERSYS INC NEW    (COM) ATHX 104,000 34,544 0.07%
ALDEYRA THERAPEUTICS INC    (COM) ALDX 84,000 34,173 0.06%
DURECT CORP    (COM) DRRX 76,000 48,981 0.05%
ELECTROCORE INC    (COM) 67,000 70,053 0.04%
GAMCO GLOBAL GOLD NAT RES &    (COM SH BEN INT) GGN 58,000 21,237 0.04%
TREVENA INC    (COM) TRVN 13,000 22,700 0.00%
Total Value As 2020-03-31: 138,322,000 SEC FILING
* Portfolios do not reflect changes after reporting
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