0001606587-21-000629.txt : 20210507 0001606587-21-000629.hdr.sgml : 20210507 20210507150705 ACCESSION NUMBER: 0001606587-21-000629 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210507 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210507 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: 21902117 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 03-31-2021 03-31-2021 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 05-07-2021 0 68 235822 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 1403 13925 SH SOLE NONE 0 0 13925 ISHARES TR S&P SML 600 GWT 464287887 3982 31055 SH SOLE NONE 0 0 31055 ISHARES TR S&P 500 VAL ETF 464287408 2303 16308 SH SOLE NONE 0 0 16308 ISHARES TR S&P 500 GRWT ETF 464287309 1538 23616 SH SOLE NONE 0 0 23616 ISHARES TR RUS 1000 VAL ETF 464287598 1443 9521 SH SOLE NONE 0 0 9521 ISHARES TR RUS 1000 GRW ETF 464287614 4510 18557 SH SOLE NONE 0 0 18557 ISHARES TR RUS 2000 VAL ETF 464287630 4268 26764 SH SOLE NONE 0 0 26764 AMAZON COM INC COM 023135106 2169 701 SH SOLE NONE 0 0 701 ISHARES TR RUS 2000 GRW ETF 464287648 3978 13226 SH SOLE NONE 0 0 13226 DISNEY WALT CO COM 254687106 203 1100 SH SOLE NONE 0 0 1100 JOHNSON & JOHNSON COM 478160104 990 6021 SH SOLE NONE 0 0 6021 ISHARES TR MSCI EAFE ETF 464287465 388 5111 SH SOLE NONE 0 0 5111 MICROSOFT CORP COM 594918104 252 1069 SH SOLE NONE 0 0 1069 SPDR SER TR S&P 600 SMCP VAL 78464A300 388 4729 SH SOLE NONE 0 0 4729 SPDR SER TR S&P 600 SMCP GRW 78464A201 1385 16134 SH SOLE NONE 0 0 16134 SPDR SER TR PRTFLO S&P500 GW 78464A409 2505 44411 SH SOLE NONE 0 0 44411 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2232 15175 SH SOLE NONE 0 0 15175 NEXTERA ENERGY INC COM 65339F101 337 4461 SH SOLE NONE 0 0 4461 APPLE INC COM 037833100 2100 17194 SH SOLE NONE 0 0 17194 SPDR SER TR PRTFLO S&P500 VL 78464A508 888 23429 SH SOLE NONE 0 0 23429 ISHARES TR MSCI EMG MKT ETF 464287234 685 12840 SH SOLE NONE 0 0 12840 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4667 89666 SH SOLE NONE 0 0 89666 NETFLIX INC COM 64110L106 257 493 SH SOLE NONE 0 0 493 ISHARES TR CORE US AGGBD ET 464287226 2095 18405 SH SOLE NONE 0 0 18405 ISHARES TR TRANS AVG ETF 464287192 10746 41712 SH SOLE NONE 0 0 41712 VANGUARD INDEX FDS VALUE ETF 922908744 910 6919 SH SOLE NONE 0 0 6919 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1779 10742 SH SOLE NONE 0 0 10742 VANGUARD INDEX FDS GROWTH ETF 922908736 18011 70071 SH SOLE NONE 0 0 70071 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 74 21237 SH SOLE NONE 0 0 21237 ISHARES TR EAFE VALUE ETF 464288877 873 17137 SH SOLE NONE 0 0 17137 ASSURANT INC COM 04621X108 783 5521 SH SOLE NONE 0 0 5521 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1683 24725 SH SOLE NONE 0 0 24725 DURECT CORP COM 266605104 97 48981 SH SOLE NONE 0 0 48981 WISDOMTREE TR INTL EQUITY FD 97717W703 4942 93986 SH SOLE NONE 0 0 93986 WISDOMTREE TR US LARGECAP DIVD 97717W307 9523 83038 SH SOLE NONE 0 0 83038 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1719 28322 SH SOLE NONE 0 0 28322 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1888 43126 SH SOLE NONE 0 0 43126 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 7241 250466 SH SOLE NONE 0 0 250466 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 685 18321 SH SOLE NONE 0 0 18321 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 757 7488 SH SOLE NONE 0 0 7488 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1684 34292 SH SOLE NONE 0 0 34292 ISHARES TR EAFE SML CP ETF 464288273 1424 19825 SH SOLE NONE 0 0 19825 VISA INC COM CL A 92826C839 299 1413 SH SOLE NONE 0 0 1413 SPDR SER TR PORTFOLIO AGRGTE 78464A649 35594 1200483 SH SOLE NONE 0 0 1200483 ATHERSYS INC NEW COM 04744L106 89 49544 SH SOLE NONE 0 0 49544 ISHARES TR GL CLEAN ENE ETF 464288224 334 13761 SH SOLE NONE 0 0 13761 ISHARES TR AGGRES ALLOC ETF 464289859 588 8780 SH SOLE NONE 0 0 8780 MESOBLAST LTD SPONS ADR 590717104 165 20000 SH SOLE NONE 0 0 20000 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 18657 349587 SH SOLE NONE 0 0 349587 TESLA INC COM 88160R101 208 312 SH SOLE NONE 0 0 312 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 636 4650 SH SOLE NONE 0 0 4650 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 807 4525 SH SOLE NONE 0 0 4525 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 1284 9181 SH SOLE NONE 0 0 9181 INSPIREMD INC COM 45779A853 27 40000 SH SOLE NONE 0 0 40000 ISHARES INC CORE MSCI EMKT 46434G103 1685 26174 SH SOLE NONE 0 0 26174 ISHARES TR MSCI USA QLT FCT 46432F339 9945 81660 SH SOLE NONE 0 0 81660 EMPIRE ST RLTY TR INC CL A 292104106 158 14188 SH SOLE NONE 0 0 14188 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 16243 159287 SH SOLE NONE 0 0 159287 TREVENA INC COM 89532E109 59 32700 SH SOLE NONE 0 0 32700 ALDEYRA THERAPEUTICS INC COM 01438T106 406 34173 SH SOLE NONE 0 0 34173 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 4775 277057 SH SOLE NONE 0 0 277057 ISHARES TR EXPONENTIAL TECH 46434V381 10610 179167 SH SOLE NONE 0 0 179167 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 1647 32767 SH SOLE NONE 0 0 32767 ISHARES TR MSCI INTL QUALTY 46434V456 11875 325869 SH SOLE NONE 0 0 325869 SPDR SER TR PRTFLO S&P500 HI 78468R788 2017 52377 SH SOLE NONE 0 0 52377 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 5626 67920 SH SOLE NONE 0 0 67920 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2153 42423 SH SOLE NONE 0 0 42423 ELECTROCORE INC COM 28531P103 150 73029 SH SOLE NONE 0 0 73029