EdgeMarket › What Tarbox Family Office, Inc. reported owning
What Tarbox Family Office, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
615.8MPositions
95Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 204.9M | 33.3% | 313.6K | 769.31 | +20.0% |
| IJH iShares Core S&P Mid-Cap ETF | 56.2M | 9.1% | 832.0K | 76.77 | +20.8% |
| AVEM Avantis Emerging Markets Equity ETF | 41.6M | 6.8% | 516.9K | 94.24 | +33.1% |
| JCPB JPMorgan Core Plus Bond ETF | 28.1M | 4.6% | 597.8K | 46.16 | -1.8% |
| IEFA iShares Core MSCI EAFE ETF | 26.4M | 4.3% | 292.2K | 100.85 | +16.8% |
| AVDE Avantis International Equity ETF | 25.1M | 4.1% | 295.8K | 94.26 | +22.4% |
| AVUV Avantis U.S. Small Cap Value ETF | 24.5M | 4.0% | 221.9K | 126.45 | +33.2% |
| IWM iShares Russell 2000 ETF | 21.6M | 3.5% | 87.3K | 299.96 | +33.1% |
| AVTM Avantis Total Equity Markets ETF | 18.7M | 3.0% | 397.5K | 55.59 | — |
| VO Vanguard Morningstar Mid-Cap ETF | 14.4M | 2.3% | 50.3K | 82.97 | +15.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 11.7M | 1.9% | 167.8K | 81.57 | +31.9% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 11.6M | 1.9% | 160.7K | 81.22 | +19.3% |
| VV Vanguard Morningstar Large-Cap ETF | 11.5M | 1.9% | 38.4K | 352.60 | +19.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 11.4M | 1.8% | 210.7K | 60.45 | +17.7% |
| VEA Vanguard FTSE Developed Markets ETF | 10.2M | 1.7% | 159.4K | 73.42 | +24.7% |
| IJR iShares Core S&P Small-Cap ETF | 9.8M | 1.6% | 78.8K | 147.31 | +29.0% |
| ABBV AbbVie Inc. | 9.5M | 1.5% | 43.6K | 264.96 | +26.7% |
| AAPL Apple Inc. | 5.8M | 0.9% | 22.9K | 309.35 | +36.9% |
| ABT ABBOTT LABORATORIES | 5.3M | 0.9% | 51.5K | 116.64 | -11.9% |
| EFA iShares MSCI EAFE ETF | 4.7M | 0.8% | 48.9K | 108.24 | +17.1% |
| DE DEERE & CO | 3.6M | 0.6% | 6.5K | 647.47 | +31.4% |
| unmapped CUSIP 084670108 | 3.6M | 0.6% | 5 | — | — |
| USB US BANCORP \DE\ | 2.5M | 0.4% | 48.9K | 62.05 | +33.7% |
| PPG PPG INDUSTRIES INC | 2.3M | 0.4% | 21.2K | 113.63 | +1.4% |
| MSFT MICROSOFT CORP | 2.2M | 0.4% | 6.0K | 483.24 | -4.4% |
| IWF iShares Russell 1000 Growth Fund | 2.2M | 0.4% | 5.1K | 122.39 | +11.2% |
| DFUV Dimensional US Marketwide Value ETF | 2.0M | 0.3% | 41.9K | 57.43 | +31.9% |
| JNJ JOHNSON & JOHNSON | 1.8M | 0.3% | 7.2K | 270.24 | +51.1% |
| VB Vanguard Morningstar Small-Cap ETF | 1.5M | 0.3% | 5.9K | 304.76 | +24.4% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.5M | 0.2% | 4.7K | 378.24 | +20.5% |
| VIG Vanguard Div Appreciation ETF | 1.5M | 0.2% | 7.0K | 243.91 | +16.2% |
| EUSB iShares ESG Advanced Universal USD Bond ETF | 1.4M | 0.2% | 32.7K | 42.80 | -1.5% |
| IAU ISHARES GOLD TRUST | 1.3M | 0.2% | 15.1K | 86.79 | +37.5% |
| CAT CATERPILLAR INC | 1.3M | 0.2% | 1.8K | 827.90 | +96.8% |
| IVE iShares S&P 500 Value ETF | 1.2M | 0.2% | 5.8K | 237.24 | +17.6% |
| AMZN AMAZON COM INC | 1.2M | 0.2% | 5.8K | 258.63 | +15.6% |
| JPST JPMorgan Ultra-Short Income ETF | 1.1M | 0.2% | 22.5K | 50.53 | -0.3% |
| QUAL iShares MSCI USA Quality Factor ETF | 1.1M | 0.2% | 5.9K | 223.22 | +19.3% |
| XOM ExxonMobil Holdings Corp | 1.0M | 0.2% | 6.0K | 165.11 | +52.1% |
| BA BOEING CO | 960.5K | 0.2% | 4.8K | 214.20 | -5.1% |
| IVW iShares S&P 500 Growth ETF | 941.4K | 0.2% | 8.3K | 138.83 | +22.2% |
| IBIT iShares Bitcoin Trust ETF | 908.5K | 0.1% | 23.6K | 43.68 | -32.7% |
| GLD SPDR GOLD TRUST | 873.1K | 0.1% | 2.0K | 423.36 | +37.3% |
| GOOGL Alphabet Inc. | 866.7K | 0.1% | 3.0K | 344.82 | +73.0% |
| PFE PFIZER INC | 769.1K | 0.1% | 27.4K | 28.07 | +10.6% |
| XVV iShares ESG Select Screened S&P 500 ETF | 748.3K | 0.1% | 15.2K | 58.61 | +19.0% |
| unmapped CUSIP 084670702 | 723.6K | 0.1% | 1.5K | — | — |
| COST COSTCO WHOLESALE CORP /NEW | 718.4K | 0.1% | 721 | 947.74 | -4.7% |
| MA Mastercard Inc | 691.0K | 0.1% | 1.4K | 580.63 | -2.0% |
| PEP PEPSICO INC | 687.6K | 0.1% | 4.4K | 143.48 | -4.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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