Tarbox Family Office, Inc. Top Holdings and 13F Report (2025) About Tarbox Family Office, Inc.Investment ActivityTarbox Family Office, Inc. has $606.29 million in total holdings as of December 31, 2024.Tarbox Family Office, Inc. owns shares of 107 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.31% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Tarbox Family Office, Inc. has purchased 109 new stocks and bought additional shares in 49 stocks.Tarbox Family Office, Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $221,449,400iShares Core S&P Mid-Cap ETF $70,283,813Avantis Emerging Markets Equity ETF $32,064,044iShares Core MSCI EAFE ETF $26,908,701iShares Russell 2000 ETF $25,006,090 Largest New Holdings this Quarter BLACKROCK INC $216,298 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 125,039 shares (about $5.76M)Avantis International Equity ETF 10,250 shares (about $629.04K)Avantis Emerging Markets Equity ETF 6,036 shares (about $354.86K)BLACKROCK INC 211 shares (about $216.30K)Avantis U.S. Small Cap Value ETF 1,977 shares (about $190.84K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,938 shares (about $1.73M)iShares Core S&P Total U.S. Stock Market ETF 4,774 shares (about $614.04K)JPMorgan Ultra-Short Income ETF 7,274 shares (about $366.39K)Vanguard Large-Cap ETF 893 shares (about $240.84K)Apple 838 shares (about $209.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTarbox Family Office, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$221,449,400$1,729,540 ▼-0.8%376,18036.5%ETFIJHiShares Core S&P Mid-Cap ETF$70,283,813$17,883 ▼0.0%1,127,97011.6%ETFAVEMAvantis Emerging Markets Equity ETF$32,064,044$354,856 ▲1.1%545,4005.3%ETFIEFAiShares Core MSCI EAFE ETF$26,908,701$140,700 ▲0.5%382,8794.4%ETFIWMiShares Russell 2000 ETF$25,006,090$25,410 ▲0.1%113,1704.1%FinanceAVUVAvantis U.S. Small Cap Value ETF$20,727,829$190,840 ▲0.9%214,7293.4%ETFAVDEAvantis International Equity ETF$19,107,851$629,042 ▲3.4%311,3553.2%ETFVOVanguard Mid-Cap ETF$16,139,568$12,414 ▲0.1%61,1052.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,859,098$98,330 ▼-0.7%284,5482.5%ETFVVVanguard Large-Cap ETF$13,338,083$240,843 ▼-1.8%49,4552.2%ETFVWOVanguard FTSE Emerging Markets ETF$12,435,022$111,598 ▲0.9%282,3572.1%ETFIJRiShares Core S&P Small-Cap ETF$11,458,879$76,967 ▲0.7%99,4521.9%ETFJCPBJPMorgan Core Plus Bond ETF$9,654,937$5,760,547 ▲147.9%209,5711.6%ETFVEAVanguard FTSE Developed Markets ETF$8,703,145$12,529 ▲0.1%181,9981.4%ETFAAPLApple$8,268,557$209,850 ▼-2.5%33,0191.4%Computer and TechnologyABBVAbbVie$7,889,671$1,777 ▲0.0%44,3991.3%MedicalEFAiShares MSCI EAFE ETF$5,988,014$5,444 ▼-0.1%79,1961.0%FinanceABTAbbott Laboratories$5,902,8510.0%52,1871.0%MedicalVTIVanguard Total Stock Market ETF$5,516,010$16,519 ▼-0.3%19,0330.9%ETFMSFTMicrosoft$3,855,342$15,174 ▼-0.4%9,1470.6%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$3,141,689$28,493 ▼-0.9%17,6420.5%ETFDEDeere & Company$2,797,295$1,271 ▲0.0%6,6020.5%Industrial ProductsPPGPPG Industries$2,536,3960.0%21,2340.4%Basic MaterialsVIGVanguard Dividend Appreciation ETF$2,531,608$20,366 ▼-0.8%12,9280.4%ETFUSBU.S. Bancorp$2,375,191$1,626 ▲0.1%49,6590.4%FinanceAMZNAmazon.com$2,198,068$1,755 ▼-0.1%10,0190.4%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$2,188,340$402 ▲0.0%5,4490.4%ETFVBVanguard Small-Cap ETF$1,776,144$177,086 ▼-9.1%7,3920.3%ETFDFUVDimensional US Marketwide Value ETF$1,730,320$409 ▲0.0%42,2850.3%ETFIUSBiShares Core Total USD Bond Market ETF$1,552,681$181,570 ▲13.2%34,3510.3%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$1,541,914$366,388 ▼-19.2%30,6120.3%ETFJNJJohnson & Johnson$1,539,7390.0%10,6470.3%MedicalNVDANVIDIA$1,486,469$20,009 ▲1.4%11,0690.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,139,097$1,159 ▲0.1%8,8430.2%ManufacturingIVEiShares S&P 500 Value ETF$1,106,913$1,909 ▲0.2%5,7990.2%ETFBRK.BBerkshire Hathaway$1,021,693$3,173 ▼-0.3%2,2540.2%FinanceGOOGLAlphabet$1,018,813$3,975 ▼-0.4%5,3820.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$985,067$508 ▲0.1%9,7020.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$972,505$614,038 ▼-38.7%7,5610.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$929,908$58,918 ▲6.8%21,8910.2%ETFMAMastercard$900,435$2,633 ▲0.3%1,7100.1%Business ServicesBABoeing$888,540$1,416 ▼-0.2%5,0200.1%AerospaceXVViShares ESG Screened S&P 500 ETF$844,728$17,032 ▼-2.0%18,6480.1%ETFCOSTCostco Wholesale$821,894$2,749 ▲0.3%8970.1%Retail/WholesaleWFCWells Fargo & Company$790,202$7,516 ▼-0.9%11,2500.1%FinancePFEPfizer$786,107$2,626 ▼-0.3%29,6310.1%MedicalMETAMeta Platforms$781,6560.0%1,3350.1%Computer and TechnologyXOMExxon Mobil$766,094$4,088 ▼-0.5%7,1220.1%Oils/EnergyPEPPepsiCo$758,4750.0%4,9880.1%Consumer StaplesLOWLowe's Companies$757,923$987 ▲0.1%3,0710.1%Retail/WholesaleCATCaterpillar$751,639$1,451 ▲0.2%2,0720.1%Industrial ProductsLLYEli Lilly and Company$744,374$3,089 ▼-0.4%9640.1%MedicalIAUiShares Gold Trust$742,6500.0%15,0000.1%FinanceVOOVanguard S&P 500 ETF$654,8660.0%1,2150.1%ETFJPMJPMorgan Chase & Co.$629,4780.0%2,6260.1%FinanceVTVVanguard Value ETF$622,3740.0%3,6760.1%ETFCHDNChurchill Downs$608,9420.0%4,5600.1%Consumer DiscretionaryKOCoca-Cola$608,2040.0%9,7690.1%Consumer StaplesORealty Income$602,104$22,112 ▼-3.5%11,2730.1%FinanceMLMMartin Marietta Materials$597,0740.0%1,1560.1%ConstructionGOOGAlphabet$588,840$7,427 ▲1.3%3,0920.1%Computer and TechnologyHSYHershey$560,4540.0%3,3090.1%Consumer StaplesLUVSouthwest Airlines$555,625$1,076 ▲0.2%16,5270.1%TransportationIPInternational Paper$549,4270.0%10,2090.1%Basic MaterialsMSAMSA Safety$540,2440.0%3,2590.1%Industrial ProductsIAGGiShares Core International Aggregate Bond ETF$523,003$73,331 ▲16.3%10,4770.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$504,870$2,485 ▲0.5%9,9560.1%ETFPGProcter & Gamble$503,329$2,683 ▲0.5%3,0020.1%Consumer StaplesGLDSPDR Gold Shares$495,1560.0%2,0450.1%FinanceSPYSPDR S&P 500 ETF Trust$481,214$586 ▲0.1%8210.1%FinanceZBRAZebra Technologies$472,347$1,159 ▲0.2%1,2230.1%Industrial ProductsTSLATesla$467,243$29,076 ▲6.6%1,1570.1%Auto/Tires/TrucksDFIVDimensional International Value ETF$459,1650.0%12,9420.1%ETFAVGOBroadcom$456,029$6,260 ▲1.4%1,9670.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$443,1730.0%2,6990.1%ETFCCKCrown$423,2070.0%5,1180.1%Industrial ProductsAOAiShares Core Aggressive Allocation ETF$409,867$53,398 ▼-11.5%5,3500.1%ETFMRKMerck & Co., Inc.$406,1890.0%4,0830.1%MedicalPIPRPiper Sandler Companies$405,8640.0%1,3530.1%FinanceWECWEC Energy Group$401,1990.0%4,2660.1%UtilitiesEMREmerson Electric$400,185$620 ▲0.2%3,2290.1%Industrial ProductsMMM3M$397,6710.0%3,0810.1%Multi-Sector ConglomeratesNKENIKE$363,216$1,513 ▼-0.4%4,8000.1%Consumer DiscretionaryINGRIngredion$363,1580.0%2,6400.1%Consumer StaplesXJHiShares ESG Screened S&P Mid-Cap ETF$328,989$4,518 ▼-1.4%7,8640.1%ETFCCitigroup$314,325$2,323 ▲0.7%4,4650.1%FinanceCSCOCisco Systems$312,931$1,658 ▲0.5%5,2860.1%Computer and TechnologyAVSEAvantis Responsible Emerging Markets Equity ETF$309,070$2,572 ▲0.8%6,1290.1%ETFAVSDAvantis Responsible International Equity ETF$306,127$1,893 ▲0.6%5,4980.1%ETFWMTWalmart$305,293$1,988 ▲0.7%3,3790.1%Retail/WholesaleGILDGilead Sciences$303,435$1,016 ▲0.3%3,2850.1%MedicalDDDuPont de Nemours$302,0360.0%3,9610.0%Basic MaterialsMDYSPDR S&P MidCap 400 ETF Trust$297,3210.0%5220.0%ETFKMBKimberly-Clark$288,0290.0%2,1980.0%Consumer StaplesESMLiShares ESG Aware MSCI USA Small-Cap ETF$281,516$757 ▲0.3%6,6950.0%ETFHDHome Depot$280,659$1,166 ▲0.4%7220.0%Retail/WholesaleXJRiShares ESG Screened S&P Small-Cap ETF$278,532$823 ▲0.3%6,7720.0%ETFORCLOracle$271,956$1,833 ▼-0.7%1,6320.0%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$268,548$1,675 ▲0.6%3,5270.0%ManufacturingESGEiShares ESG Aware MSCI EM ETF$266,688$2,037 ▲0.8%7,9870.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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