TF
| |
Tarbox Family Office, Inc.13F | |
| Tarbox Family Office, Inc. | |
| Last update 2025-05-08 | 107 Stocks (3 new) |
| Value $602.00 Mil | Turnover 3 % |
Tarbox Family Office, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 371,317 | 208,643.1 | -1.29% | 34.680 | -0.47% | 0.040 | +23.17% | +8.38% | 637,899.4 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,117,693 | 65,217.4 | -0.91% | 10.840 | -0.11% | 0.070 | +19.01% | +2.66% | 97,430.1 | ||
AVEM | Avantis Emerging Markets Equity ETF | 536,132 | 32,259.0 | -1.70% | 5.360 | -0.09% | 0.400 | +22.82% | +21.38% | 11,082.6 | ||
IEFA | iShares Core MSCI EAFE ETF | 379,275 | 28,692.1 | -0.94% | 4.770 | -0.04% | 0.020 | +12.79% | +20.41% | 142,303.8 | ||
IWM | iShares Russell 2000 ETF | 112,127 | 22,368.3 | -0.92% | 3.720 | -0.04% | 0.040 | +23.03% | +1.97% | 67,113.4 | ||
AVDE | Avantis International Equity ETF | 304,902 | 20,205.9 | -2.07% | 3.360 | -0.07% | 0.330 | +14.34% | +23.06% | 7,497.7 | ||
JCPB | JPMorgan Core Plus Bond ETF | 409,302 | 19,253.6 | +95.30% | 3.200 | +1.56% | 0.300 | +2.76% | +4.01% | 6,965.0 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 206,228 | 17,976.9 | -3.96% | 2.990 | -0.14% | 0.120 | +20.55% | -1.20% | 16,676.7 | ||
VO | Vanguard Mid-Cap ETF | 64,283 | 16,624.8 | +5.20% | 2.760 | +0.14% | 0.020 | +19.29% | +8.91% | 80,701.6 | ||
VV | Vanguard Large Cap ETF | 59,373 | 15,260.7 | +20.05% | 2.540 | +0.42% | 0.040 | +23.58% | +8.71% | 40,908.5 |
Tarbox Family Office, Inc.'s Historical Top Holdings Breakdowns
Tarbox Family Office, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JCPB | JPMorgan Core Plus Bond ETF | 2025-03-31 | Add Add | +1.56% | 45.56 ($46.5) 47.23 | $46.74 | 0.53% | Add 95.3% | 409,302 | 199,731 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.66% | 663000 ($729331) 801950 | $711,000.00 | -2.51% | New holding | 5 | 5 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.47% | 554.06 ($590.51) 615.85 | $634.03 | 7.37% | Reduce -1.29% | 371,317 | -4,863 | |
VV | Vanguard Large Cap ETF | 2025-03-31 | Add Add | +0.42% | 253.32 ($270.87) 282.66 | $291.32 | 7.55% | Add 20.05% | 59,373 | 9,918 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.14% | 84.96 ($93.96) 100.71 | $94.55 | 0.63% | Reduce -3.96% | 206,228 | -8,501 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.14% | 251.87 ($268.43) 277.95 | $285.28 | 6.28% | Add 5.2% | 64,283 | 3,178 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | New Buy New Buy | +0.12% | 44.91 ($52.94) 60.42 | $67.53 | 27.57% | New holding | 14,994 | 14,994 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.11% | 57.21 ($62.1) 65.8 | $63.59 | 2.40% | Reduce -0.91% | 1,117,693 | -10,277 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | Reduce Reduce | -0.09% | 57.11 ($60.13) 62.4 | $70.59 | 17.40% | Reduce -1.7% | 536,132 | -9,268 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.09% | 47.4 ($50.6) 52.99 | $57.05 | 12.75% | Reduce -6.26% | 170,603 | -11,395 |
Tarbox Family Office, Inc. Total Holding History ($B)
Tarbox Family Office, Inc.'s Asset Allocation
Tarbox Family Office, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Tarbox Family Office, Inc.'s Hypothetical Growth since 2025-03-31
Tarbox Family Office, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tarbox Family Office, Inc.'s Holdings Heat Map
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Tarbox Family Office, Inc.'s Holdings Bubble Chart
Tarbox Family Office, Inc. News
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