Tarbox Family Office as of Dec. 31, 2025
Portfolio Holdings for Tarbox Family Office
Tarbox Family Office holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 34.8 | $216M | 316k | 684.94 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 10.6 | $66M | 1000k | 66.00 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.5 | $40M | 523k | 77.02 | |
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 4.6 | $29M | 608k | 47.35 | |
| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $27M | 299k | 89.46 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.0 | $25M | 300k | 82.32 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.6 | $22M | 219k | 101.98 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.6 | $22M | 90k | 246.16 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $15M | 53k | 290.22 | |
| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $12M | 38k | 314.80 | |
| Ishares Core Msci Emkt (IEMG) | 1.9 | $12M | 172k | 67.22 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $12M | 214k | 53.76 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $10M | 163k | 62.47 | |
| Abbvie (ABBV) | 1.6 | $10M | 44k | 228.49 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $9.6M | 80k | 120.18 | |
| Apple (AAPL) | 1.3 | $7.9M | 29k | 271.86 | |
| Abbott Laboratories (ABT) | 1.1 | $6.5M | 52k | 125.29 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.7M | 49k | 96.03 | |
| Microsoft Corporation (MSFT) | 0.7 | $4.2M | 8.6k | 483.62 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $3.8M | 5.00 | 754800.00 | |
| Deere & Company (DE) | 0.5 | $3.1M | 6.6k | 465.57 | |
| Us Bancorp Del Com New (USB) | 0.4 | $2.6M | 50k | 53.36 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.4M | 5.1k | 473.27 | |
| PPG Industries (PPG) | 0.4 | $2.2M | 21k | 102.46 | |
| Amazon (AMZN) | 0.3 | $2.0M | 8.8k | 230.82 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.0M | 42k | 46.59 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.9M | 7.2k | 257.95 | |
| NVIDIA Corporation (NVDA) | 0.3 | $1.8M | 9.5k | 186.50 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.7M | 8.0k | 206.95 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.6M | 7.5k | 219.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.6M | 5.2k | 313.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | 4.7k | 335.27 | |
| Ishares Tr Esg Advanced Uni (EUSB) | 0.2 | $1.3M | 30k | 43.91 | |
| Boeing Company (BA) | 0.2 | $1.3M | 6.0k | 217.12 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.3M | 6.4k | 198.62 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.2M | 5.8k | 212.07 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.2M | 15k | 81.17 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.1M | 22k | 50.59 | |
| Caterpillar (CAT) | 0.2 | $1.1M | 1.9k | 572.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | 2.1k | 502.65 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.0M | 8.3k | 123.26 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.0M | 20k | 49.65 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $972k | 1.7k | 570.88 | |
| Eli Lilly & Co. (LLY) | 0.2 | $964k | 897.00 | 1074.68 | |
| Wells Fargo & Company (WFC) | 0.1 | $886k | 9.5k | 93.20 | |
| Meta Platforms Cl A (META) | 0.1 | $861k | 1.3k | 660.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $815k | 2.6k | 313.80 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $804k | 2.0k | 396.31 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $804k | 2.5k | 322.22 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $789k | 6.6k | 120.34 | |
| Costco Wholesale Corporation (COST) | 0.1 | $754k | 874.00 | 862.34 | |
| Ishares Tr Esg Select Scre (XVV) | 0.1 | $747k | 14k | 52.70 | |
| Lowe's Companies (LOW) | 0.1 | $740k | 3.1k | 241.16 | |
| Martin Marietta Materials (MLM) | 0.1 | $720k | 1.2k | 622.66 | |
| Pfizer (PFE) | 0.1 | $706k | 28k | 24.90 | |
| Pepsi (PEP) | 0.1 | $703k | 4.9k | 143.52 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $701k | 4.7k | 148.70 | |
| Southwest Airlines (LUV) | 0.1 | $678k | 16k | 41.33 | |
| Coca-Cola Company (KO) | 0.1 | $675k | 9.7k | 69.91 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $659k | 1.1k | 627.35 | |
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $634k | 14k | 46.54 | |
| Broadcom (AVGO) | 0.1 | $624k | 1.8k | 346.10 | |
| Hershey Company (HSY) | 0.1 | $598k | 3.3k | 182.00 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $574k | 3.9k | 148.98 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $537k | 11k | 50.01 | |
| Msa Safety Inc equity (MSA) | 0.1 | $522k | 3.3k | 160.14 | |
| Realty Income (O) | 0.1 | $512k | 9.1k | 56.37 | |
| Citigroup Com New (C) | 0.1 | $506k | 4.3k | 116.70 | |
| 3M Company (MMM) | 0.1 | $487k | 3.0k | 160.10 | |
| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $472k | 5.3k | 89.57 | |
| Piper Jaffray Companies (PIPR) | 0.1 | $452k | 1.3k | 339.71 | |
| Wec Energy Group (WEC) | 0.1 | $449k | 4.3k | 105.47 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $445k | 912.00 | 487.94 | |
| Emerson Electric (EMR) | 0.1 | $425k | 3.2k | 132.72 | |
| Procter & Gamble Company (PG) | 0.1 | $409k | 2.9k | 143.32 | |
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.1 | $407k | 5.5k | 74.26 | |
| International Paper Company (IP) | 0.1 | $400k | 10k | 39.39 | |
| Cisco Systems (CSCO) | 0.1 | $397k | 5.2k | 77.03 | |
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.1 | $397k | 6.1k | 64.97 | |
| Gilead Sciences (GILD) | 0.1 | $390k | 3.2k | 122.74 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $368k | 539.00 | 682.06 | |
| Wal-Mart Stores (WMT) | 0.1 | $366k | 3.3k | 111.41 | |
| Ishares Tr Esg Select Scre (XJH) | 0.1 | $358k | 8.0k | 44.65 | |
| Oracle Corporation (ORCL) | 0.1 | $346k | 1.8k | 194.91 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $332k | 4.1k | 80.23 | |
| Merck & Co (MRK) | 0.1 | $325k | 3.1k | 105.26 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $321k | 1.7k | 191.01 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $315k | 522.00 | 603.28 | |
| Tesla Motors (TSLA) | 0.1 | $313k | 695.00 | 449.72 | |
| Ishares Tr Esg Select Scree (XJR) | 0.1 | $312k | 7.3k | 42.58 | |
| Bank of America Corporation (BAC) | 0.0 | $306k | 5.6k | 55.00 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $296k | 1.2k | 242.82 | |
| Ingredion Incorporated (INGR) | 0.0 | $291k | 2.6k | 110.26 | |
| Nike CL B (NKE) | 0.0 | $287k | 4.5k | 63.71 | |
| Altria (MO) | 0.0 | $283k | 4.9k | 57.66 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $269k | 1.3k | 199.68 | |
| Phillips 66 (PSX) | 0.0 | $252k | 2.0k | 129.04 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $237k | 3.0k | 79.72 | |
| Visa Com Cl A (V) | 0.0 | $236k | 672.00 | 350.71 | |
| International Business Machines (IBM) | 0.0 | $231k | 779.00 | 296.21 | |
| Blackrock (BLK) | 0.0 | $223k | 208.00 | 1070.34 | |
| Netflix (NFLX) | 0.0 | $222k | 2.4k | 93.76 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $219k | 2.2k | 100.89 | |
| Crown Holdings (CCK) | 0.0 | $216k | 2.1k | 102.97 | |
| Home Depot (HD) | 0.0 | $216k | 628.00 | 344.10 |
