Tarbox Family Office, Inc.
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnewport beach, CA
- CIK0001599603
- Alternate namesTarbox Group, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
107 | $601.61 M | IVV, IJH, AVEM, IEFA | 13F-HR | May 8, 2025 | 000108514625002826 | ||
107 | $606.29 M | IVV, IJH, AVEM, IEFA | 13F-HR | Jan 16, 2025 | 000108514625000302 | ||
109 | $610.20 M | IVV, IJH, AVEM, IEFA | 13F-HR | Oct 23, 2024 | 000108514624005089 | ||
104 | $566.88 M | IVV, IJH, AVEM, IEFA | 13F-HR | Jul 17, 2024 | 000108514624003066 | ||
104 | $568.93 M | IVV, IJH, AVEM, IEFA | 13F-HR | Apr 16, 2024 | 000108514624001833 | ||
97 | $514.21 M | IVV, IJH, IEFA, AVEM | 13F-HR | Feb 8, 2024 | 000108514624000902 | ||
99 | $482.80 M | IVV, IJH, IEFA, IEMG | 13F-HR | Oct 13, 2023 | 000108514623003705 | ||
100 | $514.29 M | IVV, IJH, IEFA, IEMG | 13F-HR | Jul 20, 2023 | 000108514623002789 | ||
99 | $494.94 M | IVV, IJH, IEFA, IEMG | 13F-HR | Apr 11, 2023 | 000108514623001622 | ||
95 | $456.25 M | IVV, IJH, IEMG, IEFA | 13F-HR | Jan 25, 2023 | 000108514623000354 | ||
87 | $421.68 M | IVV, IJH, IEFA, IEMG | 13F-HR | Oct 14, 2022 | 000108514622003380 | ||
107 | $445.26 M | IVV, IJH, IEFA, IEMG | 13F-HR | Jul 19, 2022 | 000108514622002459 | ||
1,091 | $492.63 M | IVV, IJH, IEFA, IEMG | 13F-HR | Apr 25, 2022 | 000159960322000004 | ||
1,132 | $580.76 M | IVV, IJH, IEFA, AAPL | 13F-HR | Jan 6, 2022 | 000159960322000002 | ||
1,179 | $546.30 M | IVV, IJH, IEFA, IEMG | 13F-HR | Oct 12, 2021 | 000159960321000008 | ||
1,162 | $559.51 M | IVV, IJH, IEFA, IEMG | 13F-HR | Jul 16, 2021 | 000159960321000006 | ||
1,168 | $508.12 M | IVV, IJH, IEFA, IEMG | 13F-HR | Apr 27, 2021 | 000159960321000004 | ||
1,156 | $478.42 M | IVV, IJH, IEFA, IEMG | 13F-HR | Jan 27, 2021 | 000159960321000002 | ||
1,177 | $410.82 M | IVV, IJH, IEFA, IEMG | 13F-HR | Oct 22, 2020 | 000159960320000008 | ||
1,191 | $386.68 M | IVV, IJH, AAPL, IEMG | 13F-HR | Jul 23, 2020 | 000159960320000006 | ||
1,175 | $308.79 M | IVV, IJH, AAPL, IEFA | 13F-HR | Apr 30, 2020 | 000159960320000004 | ||
1,143 | $366.16 M | IVV, IJH, IJR, IEMG | 13F-HR | Jan 31, 2020 | 000159960320000002 | ||
1,121 | $328.77 M | IVV, IJH, IJR, IEMG | 13F-HR | Oct 25, 2019 | 000159960319000008 | ||
1,123 | $319.63 M | IVV, IJH, IJR, IEMG | 13F-HR | Aug 2, 2019 | 000159960319000006 | ||
633 | $273.52 M | IVV, IJH, IJR, O | 13F-HR | Apr 24, 2019 | 000159960319000004 | ||
634 | $241.40 M | IVV, IJH, IJR, O | 13F-HR | Feb 1, 2019 | 000159960319000002 | ||
631 | $276.45 M | IVV, IJH, IJR, IWM | 13F-HR | Oct 29, 2018 | 000159960318000008 | ||
624 | $259.40 M | IVV, IJH, IJR, VEA | 13F-HR | Jul 31, 2018 | 000159960318000006 | ||
645 | $258.84 M | IVV, IJH, IJR, VEA | 13F-HR | Apr 25, 2018 | 000159960318000004 | ||
620 | $252.03 M | IVV, IJH, IJR, VEA | 13F-HR | Jan 29, 2018 | 000159960318000002 | ||
623 | $228.14 M | IVV, IJH, IJR, VEA | 13F-HR | Oct 19, 2017 | 000159960317000009 | ||
602 | $202.82 M | IVV, IJH, IWM, VEA | 13F-HR | Jul 19, 2017 | 000159960317000007 | ||
612 | $193.63 M | IVV, IJH, IWM, VEA | 13F-HR | Apr 28, 2017 | 000159960317000004 | ||
580 | $174.24 M | IVV, IJH, IWM, VEA | 13F-HR | Feb 1, 2017 | 000159960317000002 | ||
575 | $155.20 M | IVV, IJH, QUAL, IWM | 13F-HR | Oct 28, 2016 | 000159960316000014 | ||
583 | $139.39 M | IJH, IVV, VEA, IWM | 13F-HR | Jul 29, 2016 | 000159960316000012 | ||
613 | $132.12 M | IJH, IVV, VEA, IWM | 13F-HR | Apr 27, 2016 | 000159960316000010 | ||
581 | $123.03 M | IJH, IVV, VEA, IWM | 13F-HR | Jan 29, 2016 | 000159960316000008 | ||
604 | $109.36 M | IJH, IVV, IWM, VEA | 13F-HR | Oct 30, 2015 | 000159960315000006 | ||
586 | $115.30 M | IJH, IVV, IWM, VEA | 13F-HR | Jul 16, 2015 | 000159960315000004 | ||
588 | $113.82 M | IJH, IVV, IWM, VEA | 13F-HR | Apr 20, 2015 | 000159960315000002 | ||
583 | $108.13 M | IJH, IWM, IVV, VIG | 13F-HR | Jan 21, 2015 | 000159960315000001 | ||
589 | $110.85 M | IJH, IWM, VIG, IVV | 13F-HR | Oct 14, 2014 | 000159960314000017 | ||
554 | $112.06 M | IJH, IWM, VIG, PPG | 13F-HR | Jul 11, 2014 | 000159960314000015 | ||
576 | $112.35 M | IJH, IWM, VIG, EFA | 13F-HR | May 1, 2014 | 000159960314000011 | ||
610 | $119.87 M | IJH, IWM, VIG, EFA | 13F-HR | Feb 14, 2014 | 000159960314000007 |