Tobias Financial Advisors, Inc.
CIK Number: 0001802080
498.93M
Market Value
104
# of Holdings
12 months
Avg. Holding Period
82.57%
Win Rate
7.62%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr Ser Tr | 25.12 | +0.20% | 3.17M | +4.25% | 82.87M | 25.94 | 16.61% | |
| 2 | Ishares Tr | 93.00 | +0.23% | 353.45K | +6.32% | 34.68M | 96.18 | 6.95% | |
| 3 | Ishares Tr | 38.94 | +1.10% | 827.31K | +1.76% | 34.33M | 34.94 | 6.88% | |
| 4 | Invesco Exch Tr... | 215.99 | +1.26% | 159.76K | +0.72% | 32.09M | 129.19 | 6.43% | |
| 5 | Vanguard Index ... | 419.31 | +1.23% | 75.50K | +1.93% | 28.99M | 285.12 | 5.81% |
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