TF

Tarbox Family Office, Inc.

13F
Tarbox Family Office, Inc.
Last update 2024-10-24 109 Stocks (5 new)
Value $610.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(35.84%)IJH(11.52%)AVEM(5.71%)IEFA(4.87%)IWM(4.09%)
Portfolio Report
Summary Stock Picks Current Portfolio
Tarbox Family Office, Inc. Top Holdings of 2024-09-30 View Full List
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
379,118
218683.010
-0.28%
35.840
-0.10%
0.040
+6.95%
+21.99%
547129.357
 
IJH 		iShares Core S&P Mid-Cap ETF
1,128,257
70312.970
+0.05%
11.520
+0.01%
0.080
+1.82%
+13.15%
92381.459
 
AVEM 		Avantis Emerging Markets Equity ETF
539,364
34842.900
+1.50%
5.710
+0.08%
0.490
+4.85%
+11.28%
6918.188
 
IEFA 		iShares Core MSCI EAFE ETF
380,877
29727.430
-2.35%
4.870
-0.12%
0.020
+0.69%
+5.54%
121650.355
 
IWM 		iShares Russell 2000 ETF
113,055
24972.790
-1.06%
4.090
-0.04%
0.040
-0.47%
+10.37%
69399.557
 
AVUV 		Avantis U.S. Small Cap Value ETF
212,752
20413.550
+2.82%
3.350
+0.09%
0.150
-3.19%
+6.69%
13576.277
 
AVDE 		Avantis International Equity ETF
301,105
20183.040
+3.62%
3.310
+0.12%
0.380
+1.07%
+6.21%
5086.267
 
IEMG 		iShares Core MSCI Emerging Markets ETF
286,431
16444.020
-2.84%
2.690
-0.08%
0.020
+5.71%
+10.46%
82565.320
 
VO 		Vanguard Mid-Cap ETF
61,058
16109.020
+0.31%
2.640
+0.01%
0.020
+6.26%
+14.27%
66577.817
 
VWO 		Vanguard FTSE Emerging Markets ETF
279,823
13389.540
+0.09%
2.190
0%
0.020
+7.41%
+13.55%
77849.534
 

Tarbox Family Office, Inc.'s Historical Top Holdings Breakdowns

Tarbox Family Office, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB 		JPMorgan Core Plus Bond ETF2024-09-30Add
+0.62%
●
45.87 ($47.5) 48.53
$46.88
-1.31%
Add 1223.09%
84,532
78,143
AVDE 		Avantis International Equity ETF2024-09-30Add
+0.12%
●
60.09 ($64.27) 67.66
$64.18
-0.14%
Add 3.62%
301,105
10,509
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Reduce
-0.12%
●
70.09 ($74.86) 78.74
$74.25
-0.81%
Reduce -2.35%
380,877
-9,182
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.10%
●
520.18 ($556.01) 576.82
$582.67
4.79%
Reduce -0.28%
379,118
-1,056
AVUV 		Avantis U.S. Small Cap Value ETF2024-09-30Add
+0.09%
●
88.24 ($93.47) 99.7
$95.81
2.50%
Add 2.82%
212,752
5,834
AAPL 		Apple Inc2024-09-30Add
+0.09%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Add 7.82%
33,857
2,457
AVEM 		Avantis Emerging Markets Equity ETF2024-09-30Add
+0.08%
●
57.2 ($61.22) 65.56
$62.75
2.50%
Add 1.5%
539,364
7,969
IEMG 		iShares Core MSCI Emerging Markets ETF2024-09-30Reduce
-0.08%
●
50.72 ($54.13) 58.37
$55.87
3.21%
Reduce -2.84%
286,431
-8,367
TSLA 		Tesla Inc2024-09-30New Buy
+0.05%
●
191.76 ($228.05) 263.26
$257.65
12.98%
New holding
1,085
1,085
IWM 		iShares Russell 2000 ETF2024-09-30Reduce
-0.04%
●
200.87 ($213.99) 224.6
$221.44
3.48%
Reduce -1.06%
113,055
-1,208

Tarbox Family Office, Inc. Total Holding History ($B)

To

Tarbox Family Office, Inc.'s Asset Allocation

To

Tarbox Family Office, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tarbox Family Office, Inc.'s Hypothetical Growth since 2024-09-30

Tarbox Family Office, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tarbox Family Office, Inc.'s Holdings Heat Map

Size field:

Tarbox Family Office, Inc.'s Holdings Bubble Chart

Tarbox Family Office, Inc. News

  • 1

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