Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOBIAS FINANCIAL ADVISORS INC | 02-14-2024 | 12-31-2023 | 96 | 410,663,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO AGRGTE | 1 | $71,412,186 | 2,785,187 | 0.02 | 0.00 | 2,010,727 | 259.63 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 2 | $28,704,267 | 297,793 | 0.01 | 297,793 | +Inf | 12-31-2023 | |
| ISHARES TR | MSCI INTL QUALTY | 3 | $28,308,512 | 753,688 | 0.01 | 0.01 | 24,823 | 3.41 | 12-31-2023 |
| WISDOMTREE TR | FLOATNG RAT TREA | 4 | $26,881,596 | 535,064 | 0.01 | 0.00 | 218,891 | 69.23 | 12-31-2023 |
