Tarbox Family Office, Inc.
96 holdingsFiling period: 2026-03-31Current AUM: $689.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 313.6K | $204.9M | $235.3M | 34.12% | -2,065 | 2026-03-31 |
| 2 | IJH | ISHARES TR | 832.0K | $56.2M | $62.6M | 9.08% | -167,495 | 2026-03-31 |
| 3 | AVEM | AMERICAN CENTY ETF TR | 516.9K | $41.6M | $46.3M | 6.71% | -6,565 | 2026-03-31 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 597.8K | $28.1M | $27.6M | 4.00% | -10,024 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 292.2K | $26.4M | $28.7M | 4.16% | -6,581 | 2026-03-31 |
| 6 | AVDE | AMERICAN CENTY ETF TR | 295.8K | $25.1M | $27.0M | 3.91% | -3,735 | 2026-03-31 |
| 7 | AVUV | AMERICAN CENTY ETF TR | 221.9K | $24.5M | $27.8M | 4.03% | +2.9K | 2026-03-31 |
| 8 | IWM | ISHARES TR | 87.3K | $21.6M | $25.4M | 3.68% | -2,916 | 2026-03-31 |
| 9 | AVTM | AMERICAN CENTY ETF TR | 397.5K | $18.7M | $21.5M | 3.11% | -- | 2026-03-31 |
| 10 | VO | VANGUARD INDEX FDS | 50.3K | $14.4M | $16.3M | 2.36% | -2,927 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 167.8K | $11.7M | $13.0M | 1.89% | -4,044 | 2026-03-31 |
| 12 | AVMC | AMERICAN CENTY ETF TR | 160.7K | $11.6M | $12.8M | 1.85% | -- | 2026-03-31 |
| 13 | VV | VANGUARD INDEX FDS | 38.4K | $11.5M | $13.2M | 1.91% | -- | 2026-03-31 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | 210.7K | $11.4M | $12.4M | 1.79% | -2,936 | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 159.4K | $10.2M | $11.3M | 1.63% | -3,492 | 2026-03-31 |
| 16 | IJR | ISHARES TR | 78.8K | $9.8M | $11.5M | 1.66% | -1,050 | 2026-03-31 |
| 17 | ABBV | ABBVIE INC | 43.6K | $9.5M | $10.9M | 1.59% | -683 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 22.9K | $5.8M | $7.1M | 1.03% | -5,960 | 2026-03-31 |
| 19 | ABT | ABBOTT LABORATORIES | 51.5K | $5.3M | $5.4M | 0.79% | -649 | 2026-03-31 |
| 20 | EFA | ISHARES TR | 48.9K | $4.7M | $5.2M | 0.75% | -390 | 2026-03-31 |
| 21 | DE | DEERE & CO | 6.5K | $3.6M | $3.8M | 0.56% | -130 | 2026-03-31 |
| 22 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 5 | $3.6M | $3.6M | 0.52% | -- | 2026-03-31 |
| 23 | USB | US BANCORP | 48.9K | $2.5M | $3.1M | 0.45% | -623 | 2026-03-31 |
| 24 | PPG | PPG INDS INC | 21.2K | $2.3M | $2.3M | 0.34% | -21 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 6.0K | $2.2M | $2.8M | 0.41% | -2,600 | 2026-03-31 |
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