Tarbox Family Office, Inc. Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$602K

Holdings

107

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
IJHISHARES TR
$65.2M
AVEMAMERICAN CENTY ETF TR
$32.3M
AQLTISHARES TR
$28.7M
IWMISHARES TR
$22.4M
AVDEAMERICAN CENTY ETF TR
$20.2M
JCPBJ P MORGAN EXCHANGE TRADED F
$19.3M
AVUVAMERICAN CENTY ETF TR
$18.0M
VOVANGUARD INDEX FDS
$16.6M
VVVANGUARD INDEX FDS
$15.3M
IEMGISHARES INC
$15.2M
VWOVANGUARD INTL EQUITY INDEX F
$12.7M
IJRISHARES TR
$10.5M
ABBVABBVIE INC
$9.3M
VEAVANGUARD TAX-MANAGED FDS
$8.7M
AAPLAPPLE INC
$7.3M
ABTABBOTT LABS
$6.9M
EFAISHARES TR
$6.4M
VTIVANGUARD INDEX FDS
$5.2M
MSFTMICROSOFT CORP
$3.4M
DEDEERE & CO
$3.1M
QUALISHARES TR
$3.0M
VIGVANGUARD SPECIALIZED FUNDS
$2.5M
PPGPPG INDS INC
$2.3M
USBUS BANCORP DEL
$2.1M
IWFISHARES TR
$2.0M
VBVANGUARD INDEX FDS
$1.9M
AMZNAMAZON COM INC
$1.9M
JNJJOHNSON & JOHNSON
$1.8M
DFUVDIMENSIONAL ETF TRUST
$1.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.5M
EUSBISHARES TR
$1.3M
NVDANVIDIA CORPORATION
$1.2M
IUSBISHARES TR
$1.1M
IVEISHARES TR
$1.1M
ESGUISHARES TR
$1.0M
XVVISHARES TR
$947K
BABOEING CO
$937K
IAU*ISHARES GOLD TR
$884K
GOOGLALPHABET INC
$823K
ITOTISHARES TR
$818K
WFCWELLS FARGO CO NEW
$806K
XOMEXXON MOBIL CORP
$804K
IVWISHARES TR
$772K
PFEPFIZER INC
$751K
PEPPEPSICO INC
$747K
LOWLOWES COS INC
$715K
IBITISHARES BITCOIN TRUST ETF
$701K
KOCOCA COLA CO
$699K
CATCATERPILLAR INC
$682K
JPMJPMORGAN CHASE & CO.
$643K
OREALTY INCOME CORP
$637K
VTVVANGUARD INDEX FDS
$635K
GQ9SPDR GOLD TR
$589K
HSYHERSHEY CO
$566K
LUVSOUTHWEST AIRLS CO
$555K
MLMMARTIN MARIETTA MATLS INC
$552K
IPINTERNATIONAL PAPER CO
$544K
IAGGISHARES TR
$535K
PGPROCTER AND GAMBLE CO
$508K
CHRCHURCHILL DOWNS INC
$506K
MSAMSA SAFETY INC
$478K
WECWEC ENERGY GROUP INC
$464K
DFIVDIMENSIONAL ETF TRUST
$463K
GOOGALPHABET INC
$461K
CCKCROWN HLDGS INC
$456K
MMM3M CO
$452K
JMSTJ P MORGAN EXCHANGE TRADED F
$418K
IJSISHARES TR
$417K
AOAISHARES TR
$409K
IWNISHARES TR
$407K
MRKMERCK & CO INC
$366K
GILDGILEAD SCIENCES INC
$366K
INGRINGREDION INC
$356K
EMREMERSON ELEC CO
$353K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$345K
XJHISHARES TR
$340K
PIPRPIPER SANDLER COMPANIES
$335K
AVGOBROADCOM INC
$329K
AVSDAMERICAN CENTY ETF TR
$328K
CSCOCISCO SYS INC
$324K
TRVCCITIGROUP INC
$315K
AVSEAMERICAN CENTY ETF TR
$313K
DDDUPONT DE NEMOURS INC
$313K
KMBKIMBERLY-CLARK CORP
$312K
MOALTRIA GROUP INC
$303K
XJRISHARES TR
$299K
NKENIKE INC
$298K
TSLATESLA INC
$294K
WMTWALMART INC
$294K
VVISA INC
$263K
HDHOME DEPOT INC
$260K
ESGEISHARES INC
$258K
ESMLISHARES TR
$257K
ESGDISHARES TR
$257K
PSXPHILLIPS 66
$245K
BACBANK AMERICA CORP
$238K
ORCLORACLE CORP
$229K
IVVISHARES TR
$209K
BRK-BBERKSHIRE HATHAWAY INC DEL
$4K
BRK/BBERKSHIRE HATHAWAY INC DEL
$1K
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