TOBIAS FINANCIAL ADVISORS, INC. Last Quarter Change: USA ETF, Unchanged

TOBIAS FINANCIAL ADVISORS, INC. quarter change: USA ETF, Unchanged

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, TOBIAS FINANCIAL ADVISORS, INC. opened 21 positions, added to 19, reduced 39, sold out of 20 and left 12 unchanged. The largest increase in value was SPAB (+$113,005,768); the largest decrease was SPAB (-$107,060,572).

SOXX: Country of operation —; Class ISHARES SEMICDTR; Shares 2026-03-31 967; Shares 2026-06-30 967.
IUSV: Country of operation —; Class CORE S&P US VLU; Shares 2026-03-31 31,906; Shares 2026-06-30 31,906.
VTWV: Country of operation —; Class VNG RUS2000VAL; Shares 2026-03-31 7,494; Shares 2026-06-30 7,494.
GSLC: Country of operation —; Class ACTIVEBETA US LG; Shares 2026-03-31 10,687; Shares 2026-06-30 10,687.

Two Form 13F-HR filings compared (SEC CIK 1802080): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-25). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Value 2026-03-31	Value 2026-06-30	Value change
SOXX ISHARES TR	ISHARES SEMICDTR	967	967	$317,683	$619,481	+$301,798
IUSV ISHARES TR	CORE S&P US VLU	31,906	31,906	$3,262,389	$3,514,446	+$252,057
VTWV VANGUARD SCOTTSDALE FDS	VNG RUS2000VAL	7,494	7,494	$1,253,147	$1,464,627	+$211,480
GSLC GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	10,687	10,687	$1,337,264	$1,516,378	+$179,114
VYM VANGUARD WHITEHALL FDS	HIGH DIV YLD	8,660	8,660	$1,282,546	$1,368,541	+$85,995
FNDX SCHWAB STRATEGIC TR	FUNDAMENTAL US L	17,910	17,910	$498,794	$557,001	+$58,207
IWM ISHARES TR	RUSSELL 2000 ETF	1,003	1,003	$248,744	$301,351	+$52,607
RSP INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	1,330	1,330	$255,254	$282,984	+$27,730
ITA ISHARES TR	US AER DEF ETF	1,155	1,155	$252,737	$280,101	+$27,364
IYR ISHARES TR	U.S. REAL ES ETF	3,051	3,051	$288,503	$311,965	+$23,462
IEI ISHARES TR	3 7 YR TREAS BD	2,037	2,037	$241,588	$239,246	-$2,342
COWZ PACER FDS TR	US CASH COWS 100	4,636	4,636	$290,028	$288,359	-$1,669

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