HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
312,245 | -1,462 | $88,852 |
| IVV | 312,245 | -1,462 | $88,852 |
| ISHARES TR (IJH) |
236,201 | +653 | $44,736 |
| IJH | 236,201 | +653 | $44,736 |
| ISHARES TR (IJR) |
301,261 | +162 | $23,242 |
| IJR | 301,261 | +162 | $23,242 |
| REALTY INCOME CORP |
129,970 | -5,758 | $9,561 |
| O | 129,970 | -5,758 | $9,561 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
207,762 | -7,140 | $8,491 |
| VEA | 207,762 | -7,140 | $8,491 |
| ISHARES TR (IWM) |
52,431 | -128 | $8,027 |
| IWM | 52,431 | -128 | $8,027 |
| SCHWAB STRATEGIC TR |
249,296 | +23,104 | $6,876 |
| FNDF | 249,296 | +23,104 | $6,876 |
| DOWDUPONT INC |
120,754 | -5 | $6,437 |
| DWDP | 120,754 | -5 | $6,437 |
| ISHARES TR (EFA) |
76,565 | -353 | $4,966 |
| EFA | 76,565 | -353 | $4,966 |
| ISHARES INC (IEMG) |
84,934 | +69,467 | $4,392 |
| IEMG | 84,934 | +69,467 | $4,392 |
| ABBOTT LABS |
47,156 | UNCH | $3,770 |
| ABT | 47,156 | UNCH | $3,770 |
| BOEING CO |
8,715 | UNCH | $3,324 |
| BA | 8,715 | UNCH | $3,324 |
| ABBVIE INC |
40,862 | -10 | $3,293 |
| ABBV | 40,862 | -10 | $3,293 |
| PPG INDS INC |
26,015 | -2 | $2,936 |
| PPG | 26,015 | -2 | $2,936 |
| ISHARES TR (QUAL) |
31,852 | -864 | $2,820 |
| QUAL | 31,852 | -864 | $2,820 |
| US BANCORP DEL |
49,582 | UNCH | $2,389 |
| USB | 49,582 | UNCH | $2,389 |
| APPLE INC |
11,237 | -510 | $2,134 |
| AAPL | 11,237 | -510 | $2,134 |
| VANGUARD GROUP (VIG) |
18,007 | -496 | $1,974 |
| VIG | 18,007 | -496 | $1,974 |
 BERKSHIRE HATHAWAY INC DEL |
$1,780 | ||
| BRK.A | 5 | UNCH | $1,506 |
| BRK.B | 1,364 | -2 | $274 |
| PFIZER INC |
30,367 | -345 | $1,290 |
| PFE | 30,367 | -345 | $1,290 |
| VANGUARD INDEX FDS (VB) |
8,418 | -71 | $1,286 |
| VB | 8,418 | -71 | $1,286 |
| ISHARES TR (IWF) |
7,424 | UNCH | $1,124 |
| IWF | 7,424 | UNCH | $1,124 |
| SPDR S&P 500 ETF TR (SPY) |
3,824 | UNCH | $1,080 |
| SPY | 3,824 | UNCH | $1,080 |
| JOHNSON & JOHNSON |
6,876 | -2 | $961 |
| JNJ | 6,876 | -2 | $961 |
| MICROSOFT CORP |
8,051 | +28 | $950 |
| MSFT | 8,051 | +28 | $950 |
| SOUTHWEST AIRLS CO |
16,014 | UNCH | $831 |
| LUV | 16,014 | UNCH | $831 |
| VANGUARD INDEX FDS (VTI) |
5,425 | UNCH | $785 |
| VTI | 5,425 | UNCH | $785 |
| AMAZON COM INC |
439 | +18 | $782 |
| AMZN | 439 | +18 | $782 |
| JP MORGAN EXCHANGE TRADED FD (JPST) |
15,420 | +9,970 | $776 |
| JPST | 15,420 | +9,970 | $776 |
| PEPSICO INC |
6,205 | UNCH | $760 |
| PEP | 6,205 | UNCH | $760 |
| ISHARES TR (IWD) |
6,055 | UNCH | $748 |
| IWD | 6,055 | UNCH | $748 |
| DEERE & CO |
4,644 | -313 | $742 |
| DE | 4,644 | -313 | $742 |
| EXXON MOBIL CORP |
8,977 | +6 | $725 |
| XOM | 8,977 | +6 | $725 |
| 3M CO |
3,251 | UNCH | $675 |
| MMM | 3,251 | UNCH | $675 |
| WELLS FARGO CO NEW |
13,296 | -16 | $642 |
| WFC | 13,296 | -16 | $642 |
| ISHARES TR (IWN) |
5,280 | UNCH | $633 |
| IWN | 5,280 | UNCH | $633 |
| COSTCO WHSL CORP NEW |
2,426 | UNCH | $587 |
| COST | 2,426 | UNCH | $587 |
| ISHARES TR (IVE) |
5,202 | UNCH | $586 |
| IVE | 5,202 | UNCH | $586 |
| ISHARES TR (IWR) |
10,772 | UNCH | $581 |
| IWR | 10,772 | UNCH | $581 |
| PROCTER AND GAMBLE CO |
5,541 | -1,099 | $577 |
| PG | 5,541 | -1,099 | $577 |
| ISHARES TR (IVW) |
3,186 | UNCH | $549 |
| IVW | 3,186 | UNCH | $549 |
| SMUCKER J M CO |
4,383 | -240 | $511 |
| SJM | 4,383 | -240 | $511 |
| MASTERCARD INC |
2,156 | UNCH | $508 |
| MA | 2,156 | UNCH | $508 |
| MEDTRONIC PLC |
5,243 | UNCH | $478 |
| MDT | 5,243 | UNCH | $478 |
| DISNEY WALT CO |
4,253 | +228 | $472 |
| DIS | 4,253 | +228 | $472 |
| INTL PAPER CO |
10,179 | +31 | $471 |
| IP | 10,179 | +31 | $471 |
| CHEMOURS CO |
12,248 | UNCH | $455 |
| CC | 12,248 | UNCH | $455 |
| PHILIP MORRIS INTL INC |
4,862 | +32 | $430 |
| PM | 4,862 | +32 | $430 |
| GILEAD SCIENCES INC |
6,516 | +86 | $424 |
| GILD | 6,516 | +86 | $424 |
| CHEGG INC |
11,000 | -3,500 | $419 |
| CHGG | 11,000 | -3,500 | $419 |
See Full List: All Stocks Held By Tarbox Family Office Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tarbox Family Office Inc.
|
Size ($ in 1000's)
At 03/31/2019: $273,518 At 12/31/2018: $241,404 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 |
