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TOBIAS FINANCIAL ADVISORS, INC. Historic Quarter Change: USA ETF, New

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TOBIAS FINANCIAL ADVISORS, INC. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, TOBIAS FINANCIAL ADVISORS, INC. opened 72 positions, added to 288, reduced 342 and sold out of 51.

  • Q2 2026: Stock SPAB; Country of operation —; Class ST STR AGGRE ETF; Shares before 0.
  • Q2 2026: Stock RLY; Country of operation —; Class ST STR REAL ETF; Shares before 0.
  • Q2 2026: Stock DFLV; Country of operation —; Class US LARG VALU ETF; Shares before 0.
  • Q2 2026: Stock DFSV; Country of operation —; Class US SMALL CAP ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802080), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-25); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPAB
SPDR SERIES TRUST		ST STR AGGRE ETF04,428,126+4,428,126$0$113,005,768+$113,005,7682026-08-25
Q2 2026RLY
SSGA ACTIVE ETF TR		ST STR REAL ETF01,079,223+1,079,223$0$37,243,989+$37,243,9892026-08-25
Q2 2026DFLV
DIMENSIONAL ETF TRUST		US LARG VALU ETF0715,031+715,031$0$28,272,326+$28,272,3262026-08-25
Q2 2026DFSV
DIMENSIONAL ETF TRUST		US SMALL CAP ETF0461,103+461,103$0$17,886,199+$17,886,1992026-08-25
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW087,770+87,770$0$10,443,712+$10,443,7122026-08-25
Q2 2026CWI
SPDR INDEX SHS FDS		ST STR ACWI ETF0183,600+183,600$0$7,466,996+$7,466,9962026-08-25
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF0100,682+100,682$0$5,213,340+$5,213,3402026-08-25
Q2 2026GWX
SPDR INDEX SHS FDS		ST INTL CAP ETF089,497+89,497$0$3,916,409+$3,916,4092026-08-25
Q2 2026PWB
INVESCO EXCHANGE TRADED FD T		LARG CAP GRO ETF013,465+13,465$0$2,268,369+$2,268,3692026-08-25
Q2 2026AOA
ISHARES TR		CORE 80 20 ETF021,399+21,399$0$2,088,529+$2,088,5292026-08-25
Q2 2026SLYG
SPDR SERIES TRUST		ST STR SP600GRWO015,860+15,860$0$1,889,387+$1,889,3872026-08-25
Q2 2026SPYD
SPDR SERIES TRUST		ST STR SP500DIV032,479+32,479$0$1,549,592+$1,549,5922026-08-25
Q2 2026SPYV
SPDR SERIES TRUST		ST STR P500VAL023,568+23,568$0$1,432,690+$1,432,6902026-08-25
Q2 2026TSPA
T ROWE PRICE EXCHANGE-TRADED		US EQUI RESH ETF025,346+25,346$0$1,204,695+$1,204,6952026-08-25
Q2 2026SLYV
SPDR SERIES TRUST		ST STR SP600SM C03,370+3,370$0$367,658+$367,6582026-08-25
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF05,540+5,540$0$294,229+$294,2292026-08-25
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP		CLASS A COM STK01,688+1,688$0$288,390+$288,3902026-08-25
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF02,112+2,112$0$252,426+$252,4262026-08-25
Q2 2026AOR
ISHARES TR		CORE 60 BALA ETF03,357+3,357$0$233,321+$233,3212026-08-25
Q2 2026XBI
SPDR SERIES TRUST		ST STR SP BIOT01,355+1,355$0$214,429+$214,4292026-08-25
Q2 2026ITB
ISHARES TR		US HOME CONS ETF02,016+2,016$0$210,664+$210,6642026-08-25
Q1 2026CWI
SPDR INDEX SHS FDS		STATE STREET SPD0183,477+183,477$0$6,713,423+$6,713,4232026-05-13
Q1 2026SPEM
SPDR INDEX SHS FDS		STATE STREET SPD0102,313+102,313$0$4,799,492+$4,799,4922026-05-13
Q1 2026GWX
SPDR INDEX SHS FDS		STATE STREET SPD090,669+90,669$0$3,828,938+$3,828,9382026-05-13
Q1 2026SOXX
ISHARES TR		ISHARES SEMICDTR0967+967$0$317,683+$317,6832026-05-13
Q1 2026COWZ
PACER FDS TR		US CASH COWS 10004,636+4,636$0$290,028+$290,0282026-05-13
Q1 2026IYR
ISHARES TR		U.S. REAL ES ETF03,051+3,051$0$288,503+$288,5032026-05-13
Q1 2026VTEC
VANGUARD CALIF TAX FREE FDS		TAX EXEMPT BD FD02,038+2,038$0$201,925+$201,9252026-05-13
Q4 2025SPAB
SPDR SERIES TRUST		STATE STREET SPD03,904,988+3,904,988$0$100,553,443+$100,553,4432026-02-13
Q4 2025RLY
SSGA ACTIVE ETF TR		STATE STREET MUL01,043,052+1,043,052$0$32,803,980+$32,803,9802026-02-13
Q4 2025VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF0175,612+175,612$0$15,539,906+$15,539,9062026-02-13
Q4 2025SPYG
SPDR SERIES TRUST		STATE STREET SPD080,456+80,456$0$8,584,639+$8,584,6392026-02-13
Q4 2025SLYG
SPDR SERIES TRUST		STATE STREET SPD017,958+17,958$0$1,691,437+$1,691,4372026-02-13
Q4 2025SPYD
SPDR SERIES TRUST		STATE STREET SPD034,155+34,155$0$1,477,224+$1,477,2242026-02-13
Q4 2025SPYV
SPDR SERIES TRUST		STATE STREET SPD019,945+19,945$0$1,133,102+$1,133,1022026-02-13
Q4 2025SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ012,398+12,398$0$340,069+$340,0692026-02-13
Q4 2025SLYV
SPDR SERIES TRUST		STATE STREET SPD03,463+3,463$0$315,035+$315,0352026-02-13
Q4 2025XLE
SELECT SECTOR SPDR TR		STATE STREET ENE05,768+5,768$0$257,887+$257,8872026-02-13
Q4 2025RSP
INVESCO EXCHANGE TRADED FD T		S&P500 EQL WGT01,330+1,330$0$254,775+$254,7752026-02-13
Q4 2025AIRR
FIRST TR EXCHANGE TRADED FD		RBA INDL ETF02,536+2,536$0$249,340+$249,3402026-02-13
Q4 2025ITA
ISHARES TR		US AER DEF ETF01,073+1,073$0$230,428+$230,4282026-02-13
Q3 2025RLY
SSGA ACTIVE ETF TR		MULT ASS RLRTN0963,184+963,184$0$29,743,128+$29,743,1282025-11-03
Q3 2025IWM
ISHARES TR		RUSSELL 2000 ETF0954+954$0$230,830+$230,8302025-11-03
Q3 2025IJR
ISHARES TR		CORE S&P SCP ETF01,830+1,830$0$217,487+$217,4872025-11-03
Q3 2025ITB
ISHARES TR		US HOME CONS ETF01,976+1,976$0$211,959+$211,9592025-11-03
Q3 2025AOR
ISHARES TR		CORE 60/40 BALAN03,257+3,257$0$209,717+$209,7172025-11-03
Q3 2025VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP0705+705$0$207,166+$207,1662025-11-03
Q2 2025JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM0260,970+260,970$0$14,836,145+$14,836,1452025-08-13
Q2 2025IUSV
ISHARES TR		CORE S&P US VLU032,038+32,038$0$3,031,756+$3,031,7562025-08-13
Q2 2025DIA
SPDR DOW JONES INDL AVERAGE		UT SER 103,510+3,510$0$1,546,682+$1,546,6822025-08-13
Q2 2025GSLC
GOLDMAN SACHS ETF TR		ACTIVEBETA US LG010,687+10,687$0$1,297,188+$1,297,1882025-08-13
Q2 2025TSPA
T ROWE PRICE ETF INC		US EQUITY RESEAR024,988+24,988$0$971,783+$971,7832025-08-13
Q2 2025VDC
VANGUARD WORLD FD		CONSUM STP ETF03,664+3,664$0$802,416+$802,4162025-08-13
Q2 2025IYW
ISHARES TR		U.S. TECH ETF03,032+3,032$0$525,355+$525,3552025-08-13
Q2 2025IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT05,538+5,538$0$338,981+$338,9812025-08-13
Q2 2025VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS03,758+3,758$0$220,895+$220,8952025-08-13
Q2 2025VV
VANGUARD INDEX FDS		LARGE CAP ETF0754+754$0$215,116+$215,1162025-08-13
Q1 2025SPY
SPDR S&P 500 ETF TR		TR UNIT02,651+2,651$0$1,482,963+$1,482,9632025-05-15
Q1 2025AOA
ISHARES TR		CORE 80/20 AGGRE015,938+15,938$0$1,219,254+$1,219,2542025-05-15
Q1 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS0461+461$0$236,951+$236,9512025-05-15
Q1 2025IJR
ISHARES TR		CORE S&P SCP ETF02,143+2,143$0$224,128+$224,1282025-05-15
Q1 2025VXUS
VANGUARD STAR FDS		VG TL INTL STK F03,321+3,321$0$206,264+$206,2642025-05-15
Q4 2024REZ
ISHARES TR		RESIDENTIAL MULT0294,129+294,129$0$23,830,332+$23,830,3322025-02-13
Q4 2024VNQ
VANGUARD INDEX FDS		REAL ESTATE ETF02,825+2,825$0$251,651+$251,6512025-02-13
Q3 2024JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF011,903+11,903$0$603,973+$603,9732024-10-30
Q3 2024IWR
ISHARES TR		RUS MID CAP ETF03,464+3,464$0$305,317+$305,3172024-10-30
Q3 2024ITB
ISHARES TR		US HOME CONS ETF01,976+1,976$0$251,189+$251,1892024-10-30
Q3 2024VB
VANGUARD INDEX FDS		SMALL CP ETF01,039+1,039$0$246,402+$246,4022024-10-30
Q3 2024DGRO
ISHARES TR		CORE DIV GRWTH03,669+3,669$0$230,034+$230,0342024-10-30
Q2 2024VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP06,063+6,063$0$484,616+$484,6162024-08-13
Q2 2024FNDX
SCHWAB STRATEGIC TR		FUNDAMENTAL US L05,970+5,970$0$399,871+$399,8712024-08-13
Q1 2024VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS0426+426$0$204,546+$204,5462024-05-03

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