Tarbox Family Office, Inc.
Q3 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
114
- Value ($000)
$681,239
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $234.77 M | 35 % | 350,774 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $70.72 M | 10 % | 1,083,629 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $39.06 M | 6 % | 520,046 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $32.11 M | 5 % | 367,749 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $27.68 M | 4 % | 582,071 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $24.38 M | 4 % | 100,754 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $23.50 M | 3 % | 297,796 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $20.77 M | 3 % | 208,705 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $18.66 M | 3 % | 63,532 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $17.78 M | 3 % | 269,693 |
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