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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 51 | $8,755,389 | 28,879 | 0.00 | 0.00 | -254 | -0.87 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 52 | $8,327,119 | 223,727 | 0.00 | 0.00 | -13,549 | -5.71 | 12-31-2023 |
| ISHARES TR | RUS 2000 GRW ETF | 53 | $8,111,569 | 32,161 | 0.00 | 0.00 | 774 | 2.47 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 54 | $7,716,147 | 285,255 | 0.00 | 0.00 | 64,157 | 29.02 | 12-31-2023 |
