0001606587-22-001761.txt : 20220812 0001606587-22-001761.hdr.sgml : 20220812 20220812145508 ACCESSION NUMBER: 0001606587-22-001761 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 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: 221159546 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 06-30-2022 06-30-2022 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 08-12-2022 0 86 297756 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALDEYRA THERAPEUTICS INC COM 01438T106 136 34173 SH SOLE NONE 34173 0 0 ALPHABET INC CAP STK CL A 02079K305 209 96 SH SOLE NONE 96 0 0 ALPS ETF TR CLEAN ENERGY 00162Q460 1646 33862 SH SOLE NONE 33862 0 0 AMAZON COM INC COM 023135106 1711 16113 SH SOLE NONE 16113 0 0 APPLE INC COM 037833100 2860 20922 SH SOLE NONE 20922 0 0 ASSURANT INC COM 04621X108 525 3036 SH SOLE NONE 3036 0 0 ATHERSYS INC NEW COM 04744L106 16 60000 SH SOLE NONE 60000 0 0 BANK OF MONTREAL MICROSECTORS IDX 063679872 77 10000 SH SOLE NONE 10000 0 0 BAXTER INTL INC COM 071813109 201 3123 SH SOLE NONE 3123 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 221 810 SH SOLE NONE 810 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 2198 54644 SH SOLE NONE 54644 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2093 72430 SH SOLE NONE 72430 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 7411 234518 SH SOLE NONE 234518 0 0 DURECT CORP COM 266605104 23 48981 SH SOLE NONE 48981 0 0 ELECTROCORE INC COM 28531P103 78 153000 SH SOLE NONE 153000 0 0 EMPIRE ST RLTY TR INC CL A 292104106 100 14188 SH SOLE NONE 14188 0 0 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 332 13536 SH SOLE NONE 13536 0 0 GREENLANE HLDGS INC CL A 395330103 2 10000 SH SOLE NONE 10000 0 0 HOME DEPOT INC COM 437076102 217 790 SH SOLE NONE 790 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 5542 307186 SH SOLE NONE 307186 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 18254 158457 SH SOLE NONE 158457 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 1254 21381 SH SOLE NONE 21381 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2993 61007 SH SOLE NONE 61007 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 8616 77117 SH SOLE NONE 77117 0 0 ISHARES TR EAFE SML CP ETF 464288273 938 17187 SH SOLE NONE 17187 0 0 ISHARES TR MSCI INTL QUALTY 46434V456 12018 388544 SH SOLE NONE 388544 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 10579 555309 SH SOLE NONE 555309 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 201 1918 SH SOLE NONE 1918 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 794 13253 SH SOLE NONE 13253 0 0 ISHARES TR NATIONAL MUN ETF 464288414 455 4276 SH SOLE NONE 4276 0 0 ISHARES TR CORE US AGGBD ET 464287226 539 5299 SH SOLE NONE 5299 0 0 ISHARES TR EAFE VALUE ETF 464288877 1794 41332 SH SOLE NONE 41332 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2649 66049 SH SOLE NONE 66049 0 0 ISHARES TR MSCI EAFE ETF 464287465 3835 61369 SH SOLE NONE 61369 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 3633 17610 SH SOLE NONE 17610 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1158 13002 SH SOLE NONE 13002 0 0 ISHARES TR S&P SML 600 GWT 464287887 3893 36960 SH SOLE NONE 36960 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1999 14542 SH SOLE NONE 14542 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2238 37083 SH SOLE NONE 37083 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 2036 14047 SH SOLE NONE 14047 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 6580 30085 SH SOLE NONE 30085 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 3940 28936 SH SOLE NONE 28936 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 2783 55976 SH SOLE NONE 55976 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1551 30964 SH SOLE NONE 30964 0 0 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 9372 201757 SH SOLE NONE 201757 0 0 JOHNSON & JOHNSON COM 478160104 1088 6128 SH SOLE NONE 6128 0 0 KIMCO RLTY CORP COM 49446R109 331 16747 SH SOLE NONE 16747 0 0 MESOBLAST LTD SPONS ADR 590717104 44 20000 SH SOLE NONE 20000 0 0 MICROSOFT CORP COM 594918104 465 1812 SH SOLE NONE 1812 0 0 NEXTERA ENERGY INC COM 65339F101 348 4488 SH SOLE NONE 4488 0 0 NVIDIA CORPORATION COM 67066G104 212 1396 SH SOLE NONE 1396 0 0 PAVMED INC COM 70387R106 9 10000 SH SOLE NONE 10000 0 0 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 11050 115075 SH SOLE NONE 115075 0 0 SIMON PPTY GROUP INC NEW COM 828806109 388 4092 SH SOLE NONE 4092 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2786 80114 SH SOLE NONE 80114 0 0 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 5522 232198 SH SOLE NONE 232198 0 0 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 3062 105839 SH SOLE NONE 105839 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 21424 813066 SH SOLE NONE 813066 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 2970 74419 SH SOLE NONE 74419 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 630 17110 SH SOLE NONE 17110 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 357 4932 SH SOLE NONE 4932 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 1739 24665 SH SOLE NONE 24665 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 4949 94667 SH SOLE NONE 94667 0 0 TESLA INC COM 88160R101 252 374 SH SOLE NONE 374 0 0 TREVENA INC COM 89532E109 17 40000 SH SOLE NONE 40000 0 0 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 584 4398 SH SOLE NONE 4398 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 673 8765 SH SOLE NONE 8765 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 42016 558283 SH SOLE NONE 558283 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 7782 59005 SH SOLE NONE 59005 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2378 15874 SH SOLE NONE 15874 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 18020 80846 SH SOLE NONE 80846 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 711 3610 SH SOLE NONE 3610 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5054 121341 SH SOLE NONE 121341 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1327 26569 SH SOLE NONE 26569 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 743 7203 SH SOLE NONE 7203 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 251 1673 SH SOLE NONE 1673 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 599 8767 SH SOLE NONE 8767 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 944 7922 SH SOLE NONE 7922 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2217 15456 SH SOLE NONE 15456 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1499 36738 SH SOLE NONE 36738 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 6469 94291 SH SOLE NONE 94291 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 774 7607 SH SOLE NONE 7607 0 0 VISA INC COM CL A 92826C839 289 1466 SH SOLE NONE 1466 0 0 VYNE THERAPEUTICS INC COM 92941V209 4 11000 SH SOLE NONE 11000 0 0 WISDOMTREE TR INTL EQUITY FD 97717W703 5884 129497 SH SOLE NONE 129497 0 0 WISDOMTREE TR US LARGECAP DIVD 97717W307 12195 206337 SH SOLE NONE 206337 0 0