Tobias Financial Advisors, Inc.
CIK Number: 0001802080
497.44M
Market Value
110
# of Holdings
12 months
Avg. Holding Period
33.04%
Win Rate
3.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR Portfolio ... | 25.26 | -0.24% | 3.13M | -1.16% | 78.3M | 25.94 | 15.74% |
| 2 | QQQM | Invesco NASDAQ ... | 182.83 | -0.04% | 160.33K | +0.36% | 33.74M | 129.47 | 6.78% |
| 3 | IEF | iShares 7-10 Ye... | 94.69 | -0.27% | 354.83K | +0.39% | 32.8M | 96.16 | 6.59% |
| 4 | IQLT | iShares MSCI In... | 39.73 | +0.95% | 828.19K | +0.11% | 30.74M | 34.95 | 6.18% |
| 5 | VUG | Vanguard Growth... | 351.85 | +0.18% | 74.74K | -1.01% | 30.68M | 285.12 | 6.17% |
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