Tarbox Family Office, Inc.
Q2 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
116
- Value ($000)
$664,895
- Date Filed08/11/2025
- Form type13F-HR
- CIK0001599603
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $233.74M | 35 % | 376,451 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $70.82M | 11 % | 1,141,922 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $36.48M | 6 % | 532,184 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $31.27M | 5 % | 374,616 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $25.79M | 4 % | 547,919 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $24.09M | 4 % | 111,649 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $22.50M | 3 % | 304,064 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $18.92M | 3 % | 207,636 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $17.78M | 3 % | 63,532 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $16.63M | 3 % | 276,971 |
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