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Size ($ in 1000's)
At 03/31/2024: $568,932
At 12/31/2023: $514,209
Tarbox Family Office Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tarbox Family Office Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Tarbox Family Office Inc. top holdings by largest position size, as per the latest 13f filing made by Tarbox Family Office Inc..
In the Tarbox Family Office Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tarbox Family Office Inc. in that top holding, then the share count change between reporting periods, and finally the Tarbox Family Office Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
386,799 |
+11,546 |
$203,352 | | IVV | 386,799 | +11,546 | $203,352 | | ISHARES TR (IJH) |
1,134,826 |
+911,858 |
$68,929 | | IJH | 1,134,826 | +911,858 | $68,929 | | AMERICAN CENTY ETF TR (AVEM) |
525,789 |
+43,771 |
$30,475 | | AVEM | 525,789 | +43,771 | $30,475 | | ISHARES TR (IEFA) |
391,181 |
-3,751 |
$29,033 | | IEFA | 391,181 | -3,751 | $29,033 | | ISHARES TR (IWM) |
115,555 |
-507 |
$24,301 | | IWM | 115,555 | -507 | $24,301 | | AMERICAN CENTY ETF TR (AVUV) |
198,420 |
+17,740 |
$18,594 | | AVUV | 198,420 | +17,740 | $18,594 | | AMERICAN CENTY ETF TR (AVDE) |
283,451 |
+29,145 |
$18,067 | | AVDE | 283,451 | +29,145 | $18,067 | | ISHARES INC (IEMG) |
299,941 |
-8,831 |
$15,477 | | IEMG | 299,941 | -8,831 | $15,477 | | VANGUARD INDEX FDS (VO) |
61,765 |
-148 |
$15,433 | | VO | 61,765 | -148 | $15,433 | | VANGUARD INDEX FDS (VV) |
50,993 |
-1,310 |
$12,226 | | VV | 50,993 | -1,310 | $12,226 | | VANGUARD INTL EQUITY INDEX F (VWO) |
281,195 |
-2,818 |
$11,746 | | VWO | 281,195 | -2,818 | $11,746 | | ISHARES TR (IJR) |
102,200 |
-2,157 |
$11,295 | | IJR | 102,200 | -2,157 | $11,295 | | VANGUARD TAX MANAGED FDS (VEA) |
185,200 |
-1,883 |
$9,291 | | VEA | 185,200 | -1,883 | $9,291 | | ABBVIE INC |
43,639 |
+4,200 |
$7,947 | | ABBV | 43,639 | +4,200 | $7,947 | | ISHARES TR (EFA) |
83,410 |
-959 |
$6,661 | | EFA | 83,410 | -959 | $6,661 | | ABBOTT LABS |
50,740 |
+5,751 |
$5,767 | | ABT | 50,740 | +5,751 | $5,767 | | APPLE INC |
31,431 |
-695 |
$5,390 | | AAPL | 31,431 | -695 | $5,390 | | VANGUARD INDEX FDS (VTI) |
19,066 |
-3 |
$4,955 | | VTI | 19,066 | -3 | $4,955 | | MICROSOFT CORP |
8,788 |
+526 |
$3,697 | | MSFT | 8,788 | +526 | $3,697 | | VANGUARD SPECIALIZED FUNDS (VIG) |
17,405 |
+53 |
$3,178 | | VIG | 17,405 | +53 | $3,178 | | PPG INDS INC |
21,234 |
-4,725 |
$3,077 | | PPG | 21,234 | -4,725 | $3,077 | | ISHARES TR (QUAL) |
18,457 |
-100 |
$3,033 | | QUAL | 18,457 | -100 | $3,033 | | DEERE & CO |
6,599 |
UNCH |
$2,710 | | DE | 6,599 | UNCH | $2,710 | | J P MORGAN EXCHANGE TRADED F (JPST) |
48,926 |
-12,781 |
$2,468 | | JPST | 48,926 | -12,781 | $2,468 | | ISHARES TR (IWF) |
6,923 |
-3 |
$2,333 | | IWF | 6,923 | -3 | $2,333 | | US BANCORP DEL |
49,737 |
+112 |
$2,223 | | USB | 49,737 | +112 | $2,223 | | ISHARES TR (ITOT) |
18,444 |
+2,593 |
$2,127 | | ITOT | 18,444 | +2,593 | $2,127 | | VANGUARD INDEX FDS (VB) |
9,122 |
-282 |
$2,085 | | VB | 9,122 | -282 | $2,085 | | DIMENSIONAL ETF TRUST (DFUV) |
42,255 |
+8 |
$1,728 | | DFUV | 42,255 | +8 | $1,728 | | JOHNSON & JOHNSON |
10,647 |
+2,103 |
$1,684 | | JNJ | 10,647 | +2,103 | $1,684 | | AMAZON COM INC |
8,995 |
+1,349 |
$1,623 | | AMZN | 8,995 | +1,349 | $1,623 | | ISHARES TR (IWD) |
6,876 |
-2 |
$1,232 | | IWD | 6,876 | -2 | $1,232 | | ISHARES TR (IUSB) |
26,188 |
+4,296 |
$1,194 | | IUSB | 26,188 | +4,296 | $1,194 | | ISHARES TR (IVE) |
5,771 |
-49 |
$1,078 | | IVE | 5,771 | -49 | $1,078 | | ISHARES TR (ESGU) |
8,870 |
-653 |
$1,020 | | ESGU | 8,870 | -653 | $1,020 | | NVIDIA CORPORATION |
1,092 |
+41 |
$987 | | NVDA | 1,092 | +41 | $987 | | BOEING CO |
5,035 |
+5,035 |
$972 | | BA | 5,035 | +5,035 | $972 |  BERKSHIRE HATHAWAY INC DEL |
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$962 | | BRK.B | 2,288 | +100 | $962 | | PEPSICO INC |
4,988 |
+4,988 |
$873 | | PEP | 4,988 | +4,988 | $873 | | ISHARES TR (IWN) |
5,295 |
+15 |
$841 | | IWN | 5,295 | +15 | $841 | | PFIZER INC |
29,724 |
+684 |
$825 | | PFE | 29,724 | +684 | $825 | | EXXON MOBIL CORP |
7,060 |
+276 |
$821 | | XOM | 7,060 | +276 | $821 | | ISHARES TR (IVW) |
9,689 |
-9 |
$818 | | IVW | 9,689 | -9 | $818 | | REALTY INCOME CORP |
14,266 |
-12,821 |
$772 | | O | 14,266 | -12,821 | $772 | | CATERPILLAR INC |
2,071 |
UNCH |
$759 | | CAT | 2,071 | UNCH | $759 | | ELI LILLY & CO |
976 |
-4 |
$759 | | LLY | 976 | -4 | $759 | | ALPHABET INC |
4,909 |
-1 |
$741 | | GOOGL | 4,909 | -1 | $741 | | ISHARES TR (EUSB) |
17,181 |
+718 |
$736 | | EUSB | 17,181 | +718 | $736 | | MARTIN MARIETTA MATLS INC |
1,156 |
UNCH |
$710 | | MLM | 1,156 | UNCH | $710 | | MASTERCARD INCORPORATED |
1,380 |
UNCH |
$665 | | MA | 1,380 | UNCH | $665 |
See Full List: All Stocks Held By Tarbox Family Office Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tarbox Family Office Inc.
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