Tarbox Family Office, Inc. - Portfolio overview

Tarbox Family Office, Inc. has 117 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 32.78%
2. IJH - ISHARES TR, 8.99%
3. AVEM - AMERICAN CENTY ETF TR, 6.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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