Tarbox Family Office, Inc.
Q4 2025 13F Holdings
- Locationnewport beach, CA
- Num holdings
105
- Value ($000)
$621,555
- Date Filed01/20/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $216.24M | 35 % | 315,708 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $65.97M | 11 % | 999,524 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $40.31M | 7 % | 523,415 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $28.78M | 5 % | 607,842 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $26.72M | 4 % | 298,735 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.66M | 4 % | 299,518 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $22.33M | 4 % | 218,999 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $22.2M | 4 % | 90,196 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $15.43M | 3 % | 53,178 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $12.08M | 2 % | 38,385 |
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