Tarbox

Tarbox Family Office as of March 31, 2026

Portfolio Holdings for Tarbox Family Office

Tarbox Family Office holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 33.3 $205M 314k 653.21
Ishares Tr Core S&p Mcp Etf (IJH) 9.1 $56M 832k 67.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.8 $42M 517k 80.58
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 4.6 $28M 598k 47.08
Ishares Tr Core Msci Eafe (IEFA) 4.3 $26M 292k 90.53
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.1 $25M 296k 84.84
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $25M 222k 110.47
Ishares Tr Russell 2000 Etf (IWM) 3.5 $22M 87k 248.00
American Centy Etf Tr Avantis Total Eq (AVTM) 3.0 $19M 398k 47.01
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $14M 50k 287.18
Ishares Core Msci Emkt (IEMG) 1.9 $12M 168k 69.75
American Centy Etf Tr Avantis Us Mid C (AVMC) 1.9 $12M 161k 72.24
Vanguard Index Fds Large Cap Etf (VV) 1.9 $12M 38k 298.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $11M 211k 54.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $10M 159k 64.08
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $9.8M 79k 124.31
Abbvie (ABBV) 1.5 $9.5M 44k 217.49
Apple (AAPL) 0.9 $5.8M 23k 253.79
Abbott Laboratories (ABT) 0.9 $5.3M 52k 102.67
Ishares Tr Msci Eafe Etf (EFA) 0.8 $4.7M 49k 97.13
Deere & Company (DE) 0.6 $3.6M 6.5k 563.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $3.6M 5.00 718140.00
Us Bancorp Com New (USB) 0.4 $2.5M 49k 52.01
PPG Industries (PPG) 0.4 $2.3M 21k 106.88
Microsoft Corporation (MSFT) 0.4 $2.2M 6.0k 370.17
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.2M 5.1k 426.37
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $2.0M 42k 48.46
Johnson & Johnson (JNJ) 0.3 $1.8M 7.2k 244.44
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.5M 5.9k 261.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.5M 4.7k 320.81
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.5M 7.0k 215.05
Ishares Tr Esg Advanced Uni (EUSB) 0.2 $1.4M 33k 43.50
Ishares Gold Tr Ishares New (IAU) 0.2 $1.3M 15k 88.16
Caterpillar (CAT) 0.2 $1.3M 1.8k 708.46
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.2M 5.8k 211.15
Amazon (AMZN) 0.2 $1.2M 5.8k 208.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $1.1M 23k 50.61
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $1.1M 5.9k 191.81
Exxon Mobil Corporation (XOM) 0.2 $1.0M 6.0k 169.66
Boeing Company (BA) 0.2 $961k 4.8k 199.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $941k 8.3k 113.11
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $909k 24k 38.42
Spdr Gold Tr Gold Shs (GLD) 0.1 $873k 2.0k 430.29
Alphabet Cap Stk Cl A (GOOGL) 0.1 $867k 3.0k 287.56
Pfizer (PFE) 0.1 $769k 27k 28.08
Ishares Tr Esg Select Scre (XVV) 0.1 $748k 15k 49.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $724k 1.5k 479.20
Costco Wholesale Corporation (COST) 0.1 $718k 721.00 996.43
Mastercard Incorporated Cl A (MA) 0.1 $691k 1.4k 499.66
Pepsi (PEP) 0.1 $688k 4.4k 155.29
Lowe's Companies (LOW) 0.1 $684k 2.9k 236.28
Hershey Company (HSY) 0.1 $683k 3.3k 207.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $671k 4.7k 142.44
Wells Fargo & Company (WFC) 0.1 $666k 8.4k 79.61
Martin Marietta Materials (MLM) 0.1 $649k 1.1k 588.68
Coca-Cola Company (KO) 0.1 $642k 8.4k 76.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $628k 1.1k 597.76
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $625k 14k 46.19
Southwest Airlines (LUV) 0.1 $605k 16k 37.57
Realty Income (O) 0.1 $554k 9.1k 61.18
Ishares Tr Core Intl Aggr (IAGG) 0.1 $548k 11k 50.04
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $545k 3.9k 141.42
Msa Safety Inc equity (MSA) 0.1 $534k 3.3k 163.95
Eli Lilly & Co. (LLY) 0.1 $509k 553.00 919.77
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $467k 5.3k 88.50
Spdr Series Trust State Street Spd (SPYM) 0.1 $457k 6.0k 76.54
Wec Energy Group (WEC) 0.1 $454k 3.9k 115.78
JPMorgan Chase & Co. (JPM) 0.1 $433k 1.5k 294.16
Citigroup Com New (C) 0.1 $426k 3.8k 113.42
3M Company (MMM) 0.1 $416k 2.9k 145.23
Piper Sandler Companies Com New (PIPR) 0.1 $407k 5.3k 76.55
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $406k 6.1k 66.56
American Centy Etf Tr Avantis Responsi (AVSD) 0.1 $404k 5.5k 73.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $398k 912.00 436.87
Gilead Sciences (GILD) 0.1 $391k 2.8k 139.37
Emerson Electric (EMR) 0.1 $386k 2.9k 131.02
Ishares Tr Esg Select Scre (XJH) 0.1 $382k 8.4k 45.37
International Paper Company (IP) 0.1 $362k 10k 35.70
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $351k 539.00 650.47
Ishares Tr Esg Select Scree (XJR) 0.1 $332k 7.6k 43.54
Vanguard Index Fds Value Etf (VTV) 0.1 $329k 1.7k 196.22
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $322k 522.00 616.76
Phillips 66 (PSX) 0.1 $321k 1.8k 182.18
Meta Platforms Cl A (META) 0.1 $314k 549.00 572.23
Procter & Gamble Company (PG) 0.0 $306k 2.1k 144.46
Ingredion Incorporated (INGR) 0.0 $297k 2.6k 112.66
Alphabet Cap Stk Cl C (GOOG) 0.0 $291k 1.0k 286.86
Altria (MO) 0.0 $290k 4.4k 65.98
Merck & Co (MRK) 0.0 $275k 2.3k 120.30
Cisco Systems (CSCO) 0.0 $266k 3.4k 77.59
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $254k 1.2k 209.08
Ishares Tr U.s. Tech Etf (IYW) 0.0 $245k 1.3k 181.42
Wal-Mart Stores (WMT) 0.0 $217k 1.7k 124.28
Nike CL B (NKE) 0.0 $211k 4.0k 52.82
Crown Holdings (CCK) 0.0 $211k 2.1k 100.25