Tarbox Family Office, Inc.
Q4 2024 13F Holdings
- Locationnewport beach, CA
- Num holdings
107
- Value ($000)
$606,287
- Date Filed01/16/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $221.45M | 37 % | 376,180 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $70.28M | 12 % | 1,127,970 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $32.06M | 5 % | 545,400 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $26.91M | 4 % | 382,879 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $25.01M | 4 % | 113,170 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $20.73M | 3 % | 214,729 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $19.11M | 3 % | 311,355 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $16.14M | 3 % | 61,105 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $14.86M | 3 % | 284,548 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $13.34M | 2 % | 49,455 |
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