0001606587-22-001016.txt : 20220509
0001606587-22-001016.hdr.sgml : 20220509
20220509152924
ACCESSION NUMBER: 0001606587-22-001016
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220509
DATE AS OF CHANGE: 20220509
EFFECTIVENESS DATE: 20220509
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: 22904604
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
03-31-2022
03-31-2022
false
Tobias Financial Advisors, Inc.
1000 S. PINE ISLAND ROAD
SUITE 450
PLANTATION
FL
33324
13F HOLDINGS REPORT
028-19737
N
Edgar Collado
Chief Compliance Officer
954-424-1660
Edgar Collado
PLANTATION
FL
05-03-2022
0
76
289871
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALDEYRA THERAPEUTICS INC
COM
01438T106
152
34173
SH
SOLE
NONE
0
0
34173
ALPHABET INC
CAP STK CL A
02079K305
278
100
SH
SOLE
NONE
0
0
100
ALPS ETF TR
CLEAN ENERGY
00162Q460
743
11731
SH
SOLE
NONE
0
0
11731
AMAZON COM INC
COM
023135106
1809
555
SH
SOLE
NONE
0
0
555
APPLE INC
COM
037833100
3303
18917
SH
SOLE
NONE
0
0
18917
ASSURANT INC
COM
04621X108
746
4105
SH
SOLE
NONE
0
0
4105
ATHERSYS INC NEW
COM
04744L106
36
60000
SH
SOLE
NONE
0
0
60000
BAXTER INTL INC
COM
071813109
247
3183
SH
SOLE
NONE
0
0
3183
DURECT CORP
COM
266605104
33
48981
SH
SOLE
NONE
0
0
48981
ELECTROCORE INC
COM
28531P103
90
153000
SH
SOLE
NONE
0
0
153000
EMPIRE ST RLTY TR INC
CL A
292104106
139
14188
SH
SOLE
NONE
0
0
14188
FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI
33740F888
311
12194
SH
SOLE
NONE
0
0
12194
GREENLANE HLDGS INC
CL A
395330103
6
10050
SH
SOLE
NONE
0
0
10050
INVESCO ACTIVLY MANGD ETC FD
OPTIMUM YIELD
46090F100
5398
305983
SH
SOLE
NONE
0
0
305983
INVESCO EXCHANGE TRADED FD T
DYNMC LRG GWTH
46137V746
1748
24194
SH
SOLE
NONE
0
0
24194
ISHARES INC
CORE MSCI EMKT
46434G103
1421
25585
SH
SOLE
NONE
0
0
25585
ISHARES TR
MSCI USA QLT FCT
46432F339
11284
83812
SH
SOLE
NONE
0
0
83812
ISHARES TR
MSCI INTL QUALTY
46434V456
14841
402522
SH
SOLE
NONE
0
0
402522
ISHARES TR
GL CLEAN ENE ETF
464288224
12659
588249
SH
SOLE
NONE
0
0
588249
ISHARES TR
AGGRES ALLOC ETF
464289859
940
13635
SH
SOLE
NONE
0
0
13635
ISHARES TR
EAFE VALUE ETF
464288877
3074
61171
SH
SOLE
NONE
0
0
61171
ISHARES TR
EAFE SML CP ETF
464288273
1271
19160
SH
SOLE
NONE
0
0
19160
ISHARES TR
CORE US AGGBD ET
464287226
7497
69996
SH
SOLE
NONE
0
0
69996
ISHARES TR
US TRSPRTION
464287192
302
1120
SH
SOLE
NONE
0
0
1120
ISHARES TR
RUS 2000 GRW ETF
464287648
4136
16173
SH
SOLE
NONE
0
0
16173
ISHARES TR
MSCI EMG MKT ETF
464287234
8257
182873
SH
SOLE
NONE
0
0
182873
ISHARES TR
SP SMCP600VL ETF
464287879
1334
13024
SH
SOLE
NONE
0
0
13024
ISHARES TR
S&P SML 600 GWT
464287887
4892
39104
SH
SOLE
NONE
0
0
39104
ISHARES TR
S&P 500 VAL ETF
464287408
2267
14559
SH
SOLE
NONE
0
0
14559
ISHARES TR
S&P 500 GRWT ETF
464287309
1951
25546
SH
SOLE
NONE
0
0
25546
ISHARES TR
RUS 1000 VAL ETF
464287598
1566
9436
SH
SOLE
NONE
0
0
9436
ISHARES TR
RUS 1000 GRW ETF
464287614
5649
20346
SH
SOLE
NONE
0
0
20346
ISHARES TR
RUS 2000 VAL ETF
464287630
5830
36120
SH
SOLE
NONE
0
0
36120
ISHARES TR
MSCI EAFE ETF
464287465
3309
44953
SH
SOLE
NONE
0
0
44953
ISHARES U S ETF TR
BLACKROCK SHORT
46431W838
2370
47637
SH
SOLE
NONE
0
0
47637
J P MORGAN EXCHANGE-TRADED F
SHORT DURA CORE
46641Q274
1400
29286
SH
SOLE
NONE
0
0
29286
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
1988
39549
SH
SOLE
NONE
0
0
39549
JOHNSON & JOHNSON
COM
478160104
1081
6099
SH
SOLE
NONE
0
0
6099
MESOBLAST LTD
SPONS ADR
590717104
84
20000
SH
SOLE
NONE
0
0
20000
MICROSOFT CORP
COM
594918104
369
1198
SH
SOLE
NONE
0
0
1198
NETFLIX INC
COM
64110L106
228
609
SH
SOLE
NONE
0
0
609
NEXTERA ENERGY INC
COM
65339F101
381
4495
SH
SOLE
NONE
0
0
4495
NVIDIA CORPORATION
COM
67066G104
356
1304
SH
SOLE
NONE
0
0
1304
PAVMED INC
COM
70387R106
13
10000
SH
SOLE
NONE
0
0
10000
PIMCO ETF TR
ENHNCD LW DUR AC
72201R718
21178
217139
SH
SOLE
NONE
0
0
217139
PROSHARES TR
ULTRAPRO QQQ
74347X831
235
4038
SH
SOLE
NONE
0
0
4038
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2566
66398
SH
SOLE
NONE
0
0
66398
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
6446
234234
SH
SOLE
NONE
0
0
234234
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
4136
117633
SH
SOLE
NONE
0
0
117633
SPDR SER TR
PRTFLO S&P500 VL
78464A508
931
22310
SH
SOLE
NONE
0
0
22310
SPDR SER TR
S&P 600 SMCP VAL
78464A300
490
5880
SH
SOLE
NONE
0
0
5880
SPDR SER TR
S&P 600 SMCP GRW
78464A201
1393
16615
SH
SOLE
NONE
0
0
16615
SPDR SER TR
PRTFLO S&P500 GW
78464A409
7217
109002
SH
SOLE
NONE
0
0
109002
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
34930
1256928
SH
SOLE
NONE
0
0
1256928
SPDR SER TR
PRTFLO S&P500 HI
78468R788
2274
51739
SH
SOLE
NONE
0
0
51739
TESLA INC
COM
88160R101
392
364
SH
SOLE
NONE
0
0
364
THERAPEUTICSMD INC
COM
88338N107
6
16000
SH
SOLE
NONE
0
0
16000
TREVENA INC
COM
89532E109
22
40000
SH
SOLE
NONE
0
0
40000
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
663
4398
SH
SOLE
NONE
0
0
4398
VANGUARD INDEX FDS
VALUE ETF
922908744
1022
6919
SH
SOLE
NONE
0
0
6919
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1761
10009
SH
SOLE
NONE
0
0
10009
VANGUARD INDEX FDS
GROWTH ETF
922908736
21965
76372
SH
SOLE
NONE
0
0
76372
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6572
142470
SH
SOLE
NONE
0
0
142470
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1532
26596
SH
SOLE
NONE
0
0
26596
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
92206C623
386
2075
SH
SOLE
NONE
0
0
2075
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
1612
19453
SH
SOLE
NONE
0
0
19453
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
92206C649
1129
7995
SH
SOLE
NONE
0
0
7995
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
21831
435757
SH
SOLE
NONE
0
0
435757
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2517
15521
SH
SOLE
NONE
0
0
15521
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1792
37317
SH
SOLE
NONE
0
0
37317
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
6383
80750
SH
SOLE
NONE
0
0
80750
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
880
7839
SH
SOLE
NONE
0
0
7839
VISA INC
COM CL A
92826C839
325
1466
SH
SOLE
NONE
0
0
1466
VYNE THERAPEUTICS INC
COM
92941V209
7
11000
SH
SOLE
NONE
0
0
11000
WISDOMTREE TR
INTL EQUITY FD
97717W703
7456
141352
SH
SOLE
NONE
0
0
141352
WISDOMTREE TR
US LARGECAP DIVD
97717W307
14033
213533
SH
SOLE
NONE
0
0
213533