0001606587-20-000669.txt : 20200513 0001606587-20-000669.hdr.sgml : 20200513 20200512194129 ACCESSION NUMBER: 0001606587-20-000669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200512 EFFECTIVENESS DATE: 20200513 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: 20870694 BUSINESS ADDRESS: STREET 1: 1000 S. PINE ISLAND ROAD STREET 2: SUITE 250 CITY: PLANTATION STATE: FL ZIP: 33324 BUSINESS PHONE: 954-424-1660 MAIL ADDRESS: STREET 1: 1000 S. PINE ISLAND ROAD STREET 2: SUITE 250 CITY: PLANTATION STATE: FL ZIP: 33324 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001802080 XXXXXXXX 03-31-2020 03-31-2020 false Tobias Financial Advisors, Inc.

1000 S. PINE ISLAND ROAD SUITE 250 PLANTATION FL 33324

13F HOLDINGS REPORT 028-19737 N Edgar Collado 954-424-1660 Edgar Collado PLANTATION FL 05-12-2020 0 58 138322 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR SP SMCP600VL ETF 464287879 1265 12658 SH SOLE NONE 0 0 12658 ISHARES TR S&P SML 600 GWT 464287887 2684 19465 SH SOLE NONE 0 0 19465 ISHARES TR S&P 500 VAL ETF 464287408 1116 11591 SH SOLE NONE 0 0 11591 ISHARES TR S&P 500 GRWT ETF 464287309 1239 7505 SH SOLE NONE 0 0 7505 ISHARES TR RUS 1000 VAL ETF 464287598 3997 40304 SH SOLE NONE 0 0 40304 ISHARES TR RUS 1000 GRW ETF 464287614 3507 23280 SH SOLE NONE 0 0 23280 ISHARES TR RUS 2000 VAL ETF 464287630 2649 32289 SH SOLE NONE 0 0 32289 AMAZON COM INC COM 023135106 801 411 SH SOLE NONE 0 0 411 ISHARES TR RUS 2000 GRW ETF 464287648 2778 17566 SH SOLE NONE 0 0 17566 ISHARES TR MSCI EAFE ETF 464287465 1152 21553 SH SOLE NONE 0 0 21553 MICROSOFT CORP COM 594918104 290 1838 SH SOLE NONE 0 0 1838 PEPSICO INC COM 713448108 589 4907 SH SOLE NONE 0 0 4907 SPDR SER TR S&P 600 SMCP VAL 78464A300 660 16152 SH SOLE NONE 0 0 16152 SPDR SER TR PRTFLO S&P500 GW 78464A409 565 15814 SH SOLE NONE 0 0 15814 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1801 17418 SH SOLE NONE 0 0 17418 ISHARES TR 1 3 YR TREAS BD 464287457 3579 41300 SH SOLE NONE 0 0 41300 NEXTERA ENERGY INC COM 65339F101 306 1273 SH SOLE NONE 0 0 1273 APPLE INC COM 037833100 1683 6620 SH SOLE NONE 0 0 6620 SPDR SER TR PRTFLO S&P500 VL 78464A508 1393 53891 SH SOLE NONE 0 0 53891 ISHARES TR MSCI EMG MKT ETF 464287234 502 14714 SH SOLE NONE 0 0 14714 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3338 99480 SH SOLE NONE 0 0 99480 ISHARES TR CORE US AGGBD ET 464287226 2937 25461 SH SOLE NONE 0 0 25461 VANGUARD INDEX FDS VALUE ETF 922908744 803 9016 SH SOLE NONE 0 0 9016 VANGUARD INDEX FDS GROWTH ETF 922908736 12289 78429 SH SOLE NONE 0 0 78429 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 58 21237 SH SOLE NONE 0 0 21237 ISHARES TR EAFE VALUE ETF 464288877 692 19397 SH SOLE NONE 0 0 19397 ASSURANT INC COM 04621X108 270 2592 SH SOLE NONE 0 0 2592 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1141 26071 SH SOLE NONE 0 0 26071 DURECT CORP COM 266605104 76 48981 SH SOLE NONE 0 0 48981 WISDOMTREE TR INTL EQUITY FD 97717W703 6015 152312 SH SOLE NONE 0 0 152312 WISDOMTREE TR US LARGECAP DIVD 97717W307 6794 83941 SH SOLE NONE 0 0 83941 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 229 16305 SH SOLE NONE 0 0 16305 NUVEEN SELECT MAT MUN FD SH BEN INT 67061T101 195 19975 SH SOLE NONE 0 0 19975 WESTERN ASSET MUN HIGH INCOM COM 95766N103 180 25392 SH SOLE NONE 0 0 25392 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2166 52815 SH SOLE NONE 0 0 52815 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 702 24651 SH SOLE NONE 0 0 24651 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 936 41123 SH SOLE NONE 0 0 41123 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 621 8780 SH SOLE NONE 0 0 8780 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3056 91676 SH SOLE NONE 0 0 91676 ISHARES TR EAFE SML CP ETF 464288273 3311 73849 SH SOLE NONE 0 0 73849 VISA INC COM CL A 92826C839 239 1485 SH SOLE NONE 0 0 1485 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 221 9237 SH SOLE NONE 0 0 9237 SPDR SER TR PORTFOLIO AGRGTE 78464A649 38664 1279417 SH SOLE NONE 0 0 1279417 ATHERSYS INC NEW COM 04744L106 104 34544 SH SOLE NONE 0 0 34544 ISHARES TR GRWT ALLOCAT ETF 464289867 382 9236 SH SOLE NONE 0 0 9236 ISHARES TR AGGRES ALLOC ETF 464289859 247 5209 SH SOLE NONE 0 0 5209 MESOBLAST LTD SPONS ADR 590717104 114 26000 SH SOLE NONE 0 0 26000 ISHARES TR USA QUALITY FCTR 46432F339 9212 113667 SH SOLE NONE 0 0 113667 EMPIRE ST RLTY TR INC CL A 292104106 127 14188 SH SOLE NONE 0 0 14188 TREVENA INC COM 89532E109 13 22700 SH SOLE NONE 0 0 22700 ALDEYRA THERAPEUTICS INC COM 01438T106 84 34173 SH SOLE NONE 0 0 34173 ISHARES TR EXPONENTIAL TECH 46434V381 7081 198852 SH SOLE NONE 0 0 198852 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 451 9057 SH SOLE NONE 0 0 9057 ISHARES TR INTL QLTY FACTOR 46434V456 1307 50551 SH SOLE NONE 0 0 50551 SPDR SER TR PRTFLO S&P500 HI 78468R788 217 8829 SH SOLE NONE 0 0 8829 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1107 18984 SH SOLE NONE 0 0 18984 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 320 6452 SH SOLE NONE 0 0 6452 ELECTROCORE INC COM 28531P103 67 70053 SH SOLE NONE 0 0 70053