Universe · entity
Tarbox Family Office, Inc.
Institutional manager (13F) · CIK 1599603
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $597M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $205M | 313,643 |
| 2 | ISHARES TR | $56M | 832,029 |
| 3 | AMERICAN CENTY ETF TR | $42M | 516,850 |
| 4 | J P MORGAN EXCHANGE TRADED F | $28M | 597,818 |
| 5 | ISHARES TR | $26M | 292,154 |
| 6 | AMERICAN CENTY ETF TR | $25M | 295,783 |
| 7 | AMERICAN CENTY ETF TR | $25M | 221,869 |
| 8 | ISHARES TR | $22M | 87,280 |
| 9 | AMERICAN CENTY ETF TR | $19M | 397,466 |
| 10 | VANGUARD INDEX FDS | $14M | 50,251 |
| 11 | ISHARES INC | $12M | 167,757 |
| 12 | AMERICAN CENTY ETF TR | $12M | 160,661 |
| 13 | VANGUARD INDEX FDS | $11M | 38,385 |
| 14 | VANGUARD INTL EQUITY INDEX F | $11M | 210,739 |
| 15 | VANGUARD TAX-MANAGED FDS | $10M | 159,401 |
| 16 | ISHARES TR | $10M | 78,839 |
| 17 | ABBVIE INC | $9M | 43,624 |
| 18 | APPLE INC | $6M | 22,933 |
| 19 | ABBOTT LABORATORIES | $5M | 51,501 |
| 20 | ISHARES TR | $5M | 48,883 |
| 21 | DEERE & CO | $4M | 6,468 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $4M | 5 |
| 23 | US BANCORP | $3M | 48,913 |
| 24 | PPG INDS INC | $2M | 21,212 |
| 25 | MICROSOFT CORP | $2M | 6,035 |
| 26 | ISHARES TR | $2M | 5,075 |
| 27 | DIMENSIONAL ETF TRUST | $2M | 41,863 |
| 28 | JOHNSON & JOHNSON | $2M | 7,183 |
| 29 | VANGUARD INDEX FDS | $2M | 5,906 |
| 30 | VANGUARD INDEX FDS | $2M | 4,687 |
| 31 | VANGUARD SPECIALIZED FUNDS | $2M | 6,988 |
| 32 | ISHARES TR | $1M | 32,684 |
| 33 | ISHARES GOLD TR | $1M | 15,077 |
| 34 | CATERPILLAR INC | $1M | 1,783 |
| 35 | ISHARES TR | $1M | 5,799 |
| 36 | AMAZON COM INC | $1M | 5,821 |
| 37 | J P MORGAN EXCHANGE TRADED F | $1M | 22,464 |
| 38 | ISHARES TR | $1M | 5,924 |
| 39 | EXXON MOBIL CORP | $1M | 5,953 |
| 40 | BOEING CO | $961k | 4,826 |
| 41 | ISHARES TR | $941k | 8,323 |
| 42 | ISHARES BITCOIN TRUST ETF | $909k | 23,647 |
| 43 | SPDR GOLD TR | $873k | 2,029 |
| 44 | ALPHABET INC | $867k | 3,014 |
| 45 | PFIZER INC | $769k | 27,390 |
| 46 | ISHARES TR | $748k | 15,203 |
| 47 | BERKSHIRE HATHAWAY INC DEL | $724k | 1,510 |
| 48 | COSTCO WHOLESALE CORPORATION | $718k | 721 |
| 49 | MASTERCARD INCORPORATED | $691k | 1,383 |
| 50 | PEPSICO INC | $688k | 4,428 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.