Tarbox Family Office, Inc. 13F Holdings
CIK 0001599603 · NEWPORT BEACH, CA
As of Sep 30, 2025, Tarbox Family Office, Inc. reported 114 positions worth $681.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 350,774 | $234.8M | 34.46% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,083,629 | $70.7M | 10.38% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 520,046 | $39.1M | 5.73% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 367,749 | $32.1M | 4.71% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 582,071 | $27.7M | 4.06% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 100,754 | $24.4M | 3.58% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 297,796 | $23.5M | 3.45% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 208,705 | $20.8M | 3.05% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 63,532 |