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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 101 | $1,398,054 | 24,903 | 0.00 | 0.00 | 1,199 | 5.06 | 12-31-2023 |
| ISHARES TR | SP SMCP600VL ETF | 102 | $1,365,471 | 13,248 | 0.00 | 0.00 | 23 | 0.17 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 103 | $1,196,086 | 24,970 | 0.00 | 0.00 | 53 | 0.21 | 12-31-2023 |
| ISHARES TR | EAFE VALUE ETF | 104 | $1,047,389 | 20,103 | 0.00 | 0.00 | -1,044 | -4.94 | 12-31-2023 |
