StockDriftsStockDriftsTop 50 Tobias Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | 14.9% | 4.18M | $107.1M | +7.01%(+273.80K) | $25.83(-1.54%) | 2026-03-31 | |
| IQLT | ISHARES TR | 6.62% | 1.03M | $47.5M | -1.26%(-13.07K) | $37.07(+32.54%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 5.93% | 543.5K | $42.6M | +7.47%(+37.77K) | $77.91(+0.05%) | 2026-03-31 | |
| RLY | SSGA ACTIVE ETF TR | 5.39% | 1.07M | $38.7M | +2.68%(+27.97K) | $30.17(+23.09%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.14% | 155.4K | $36.9M | -0.30%(-468) | $141.91(+108.84%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.38% | 596.0K | $31.5M | +7.88%(+43.55K) | $38.18(+45.49%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.21% | 69.2K | $30.2M | -6.16%(-4.54K) | $32.83(+169.56%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.89% | 400.8K | $28.0M | +0.83%(+3.29K) | $62.73(+31.19%) | 2026-03-31 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.44% | 691.2K | $24.7M | +15.20%(+91.21K) | $29.23(+31.43%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.97% | 394.5K | $21.3M | -1.14%(-4.56K) | $45.06(+33.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.27% | +34.09% |
| Top 20 Holdings Unweighted | +12.48% | +42.30% |
Sign up free to track Tobias Financial Advisors, Inc., compare funds side by side, and get alerts the moment positions change.