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 | $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 | $665 |
See Full List: All Stocks Held By Tarbox Family Office Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Tarbox Family Office Inc.
Size ($ 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 |