Tarbox Family Office, Inc. Incresed Positions in Q3 2024

Tarbox Family Office, Inc.

  • $609 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
616
+ 0.05%
$57.32 - $62.65 $35.3K - $38.6K
1.13M $70.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
78.1K
+ 1223.09%
$45.87 - $48.53 $3.58M - $3.79M
84.5K $4.08M
AVEM
American Centy ETF Tr Avantis

ETFs
7.97K
+ 1.5%
$57.2 - $65.59 $456K - $523K
539K $34.8M
AVDE
American Centy ETF Tr Avantis

ETFs
10.5K
+ 3.62%
$60.09 - $67.67 $631K - $711K
301K $20.2M
AVUV
American Centy ETF Tr Avantis

ETFs
5.83K
+ 2.82%
$88.24 - $99.7 $515K - $582K
213K $20.4M
VO
Vanguard Mid Cap ETF

ETFs
191
+ 0.31%
$237.84 - $263.83 $45.4K - $50.4K
61.1K $16.1M
ABBV
Abb Vie Inc.

Healthcare
750
+ 1.72%
$163.84 - $199.33 $123K - $149K
44.4K $8.77M
AAPL
Apple Inc.

Technology
2.46K
+ 7.82%
$207.23 - $234.82 $509K - $577K
33.9K $7.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
254
+ 0.09%
$41.9 - $48.26 $10.6K - $12.3K
280K $13.4M
ABT
Abbott Laboratories

Healthcare
1.45K
+ 2.85%
$100.07 - $118.13 $145K - $171K
52.2K $5.95M
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 0.15%
$255.18 - $283.2 $7.15K - $7.93K
19.1K $5.41M
MA
Mastercard Inc

Financial Services
325
+ 23.55%
$429.6 - $500.99 $140K - $163K
1.71K $841K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
4.42K
+ 30.28%
$39.71 - $44.22 $176K - $196K
19K $841K
EUSB
Ishares Tr Esg Advanced Total

Technology
3.13K
+ 18.02%
$42.09 - $44.64 $132K - $140K
20.5K $908K
JPM
Jpmorgan Chase & CO

Financial Services
700
+ 36.34%
$194.9 - $224.8 $136K - $157K
2.63K $553K
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 20.0%
$801.83 - $917.05 $119K - $137K
894 $792K
AMZN
Amazon Com Inc

Consumer Cyclical
1.03K
+ 11.46%
$161.02 - $200.0 $166K - $206K
10K $1.87M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9
+ 0.02%
$38.51 - $41.69 $347 - $375
42.3K $1.76M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
735
+ 2.48%
$44.83 - $47.42 $33K - $34.9K
30.3K $1.43M
IVE
Ishares S&P 500 Value ETF

ETFs
10
+ 0.17%
$181.06 - $197.17 $1.81K - $1.97K
5.79K $1.14M
NKE
Nike, Inc.

Consumer Cyclical
101
+ 2.14%
$71.09 - $89.44 $7.18K - $9.03K
4.82K $425K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.1%
$113.45 - $126.18 $1.02K - $1.14K
8.83K $1.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$332.02 - $382.76 $332 - $383
5.45K $2.05M
XJR
Ishares Tresg Screened S&P Sma

ETFs
812
+ 13.67%
$37.45 - $42.19 $30.4K - $34.3K
6.75K $282K
AVSD
American Centy ETF Tr Avantis

ETFs
464
+ 9.28%
$53.92 - $61.11 $25K - $28.4K
5.46K $331K
AVSE
American Centy ETF Tr Avantis

ETFs
574
+ 10.43%
$48.92 - $56.14 $28.1K - $32.2K
6.08K $336K
VTV
Vanguard Value ETF

ETFs
2
+ 0.05%
$159.75 - $174.57 $320 - $349
3.68K $641K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
691
+ 9.49%
$38.71 - $42.43 $26.7K - $29.3K
7.97K $337K
ORCL
Oracle Corp

Technology
3
+ 0.18%
$125.9 - $170.35 $378 - $511
1.64K $279K
MO
Altria Group, Inc.

Consumer Defensive
265
+ 5.57%
$45.95 - $54.71 $12.2K - $14.5K
5.02K $256K
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.05%
$84.77 - $97.13 $424 - $486
9.7K $928K
DFIV
Dimensional ETF Tr

ETFs
80
+ 0.62%
$34.66 - $38.38 $2.77K - $3.07K
12.9K $492K
AOA
Ishares Tr Core Aggressive All

ETFs
27
+ 0.45%
$72.11 - $79.05 $1.95K - $2.13K
6.05K $477K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
169
+ 1.91%
$49.77 - $51.95 $8.41K - $8.78K
9.01K $466K
AVGO
Broadcom Inc.

Technology
1.75K
+ 900.0%
$136.27 - $1745.86 $238K - $3.05M
1.94K $334K
MSFT
Microsoft Corp

Technology
395
+ 4.49%
$395.15 - $467.56 $156K - $185K
9.18K $3.95M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
14
+ 0.21%
$38.03 - $42.06 $532 - $589
6.68K $279K
XOM
Exxon Mobil Corp

Energy
30
+ 0.42%
$109.72 - $119.0 $3.29K - $3.57K
7.16K $839K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
49
+ 0.5%
$50.61 - $50.96 $2.48K - $2.5K
9.91K $504K
GOOGL
Alphabet Inc.

Communication Services
499
+ 10.18%
$148.65 - $191.18 $74.2K - $95.4K
5.4K $896K
BAC
Bank Of America Corp

Financial Services
32
+ 0.57%
$36.65 - $44.13 $1.17K - $1.41K
5.67K $224K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$149.54 - $192.66 $150 - $193
3.05K $510K
BA
Boeing CO

Industrials
2
+ 0.04%
$152.04 - $190.6 $304 - $381
5.03K $764K
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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