Tarbox Family Office, Inc. Reduced Holdings in Q3 2025

Tarbox Family Office, Inc.

  • $675 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.2K
- 63.62%
$182.33 - $194.5 $2.05M - $2.18M
6.42K $1.25M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-28.5K
- 36.19%
$87.29 - $93.61 $2.48M - $2.66M
50.2K $4.68M
IEMG
Ishares Inc

ETFs
-12K
- 4.26%
N/A
270K $14.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.5K
- 30.96%
$45.6 - $46.92 $342K - $352K
16.7K $780K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.97K
- 19.84%
$50.47 - $50.74 $301K - $303K
24.1K $1.22M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-7.86K
- 35.45%
$47.64 - $51.71 $374K - $406K
14.3K $736K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-52
- 2.33%
$459.11 - $506.91 $23.9K - $26.4K
2.18K $1.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.49K
- 18.07%
$50.81 - $51.07 $75.5K - $75.9K
6.74K $343K
VIG
Vanguard Dividend Appreciation

ETFs
-398
- 3.08%
N/A
12.5K $2.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.54K
- 22.95%
$135.0 - $146.02 $208K - $225K
5.17K $752K
XOM
Exxon Mobil Corp

Energy
-15
- 0.22%
$105.83 - $117.22 $1.59K - $1.76K
6.75K $761K
LUV
Southwest Airlines CO

Industrials
-5
- 0.03%
$29.06 - $37.7 $145 - $189
16.5K $527K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-46.8K
- 16.65%
$49.43 - $54.52 $2.31M - $2.55M
234K $12.7M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.11%
$915.95 - $994.57 $916 - $995
893 $826K
PFE
Pfizer Inc

Healthcare
-877
- 2.96%
$23.29 - $25.88 $20.4K - $22.7K
28.8K $733K
O
Realty Income Corp

Real Estate
-746
- 6.79%
$56.13 - $60.79 $41.9K - $45.3K
10.2K $622K
VB
Vanguard Small Cap ETF

ETFs
-1.12K
- 12.95%
$237.58 - $259.17 $266K - $290K
7.52K $1.91M
EUSB
Ishares Tr Esg Advanced Total

Technology
-315
- 1.05%
$42.97 - $44.2 $13.5K - $13.9K
29.6K $1.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-102
- 0.95%
$50.85 - $51.35 $5.19K - $5.24K
10.6K $544K
ZBRA
Zebra Technologies Corp

Technology
-3
- 0.25%
$296.92 - $341.36 $891 - $1.02K
1.22K $362K
XJR
Ishares Tresg Screened S&P Sma

ETFs
-425
- 5.34%
$39.17 - $43.37 $16.6K - $18.4K
7.53K $320K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 1.27%
$357.4 - $423.42 $3.22K - $3.81K
702 $284K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-399
- 4.58%
$41.58 - $44.7 $16.6K - $17.8K
8.32K $364K
NKE
Nike, Inc.

Consumer Cyclical
-41
- 0.87%
$69.24 - $79.24 $2.84K - $3.25K
4.66K $324K
CSCO
Cisco Systems, Inc.

Technology
-75
- 1.43%
$66.2 - $71.79 $4.97K - $5.38K
5.18K $354K
BAC
Bank Of America Corp

Financial Services
-105
- 1.84%
$44.92 - $52.42 $4.72K - $5.5K
5.61K $289K
SPY
Spdr S&P 500 ETF Trust

ETFs
-44
- 5.4%
$617.65 - $666.84 $27.2K - $29.3K
771 $513K
DFIV
Dimensional ETF Tr

ETFs
-242
- 2.05%
$42.66 - $46.53 $10.3K - $11.3K
11.5K $532K
EMR
Emerson Electric CO

Industrials
-1
- 0.03%
$128.6 - $149.63 $129 - $150
3.22K $422K
TSLA
Tesla, Inc.

Consumer Cyclical
-260
- 22.87%
$293.94 - $444.72 $76.4K - $116K
877 $390K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-649
- 1.55%
$41.91 - $44.87 $27.2K - $29.1K
41.2K $1.84M
JNJ
Johnson & Johnson

Healthcare
-203
- 1.91%
$155.17 - $185.42 $31.5K - $37.6K
10.4K $1.93M
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.38%
$282.78 - $316.06 $2.83K - $3.16K
2.61K $824K
ORCL
Oracle Corp

Technology
-48
- 2.93%
$218.96 - $328.33 $10.5K - $15.8K
1.59K $447K
GOOG
Alphabet Inc.

Communication Services
-10
- 0.34%
$175.16 - $255.24 $1.75K - $2.55K
2.95K $717K
AVGO
Broadcom Inc.

Technology
-1
- 0.05%
$264.74 - $369.57 $265 - $370
1.97K $648K
AAPL
Apple Inc.

Technology
-53
- 0.16%
$202.38 - $256.87 $10.7K - $13.6K
32.7K $8.33M
VV
Vanguard Large Cap ETF

ETFs
-4.47K
- 7.53%
$285.05 - $309.14 $1.27M - $1.38M
54.9K $16.9M
IWM
Ishares Russell 2000 ETF

ETFs
-11.4K
- 10.14%
$214.92 - $244.84 $2.44M - $2.78M
101K $24.4M
VO
Vanguard Mid Cap ETF

ETFs
-751
- 1.17%
$279.83 - $293.74 $210K - $221K
63.5K $18.7M
AVDE
American Centy ETF Tr Avantis

ETFs
-7.11K
- 2.33%
$73.24 - $79.04 $520K - $562K
298K $23.5M
IEFA
Ishares Tr

ETFs
-11.5K
- 3.04%
$81.7 - $87.53 $942K - $1.01M
368K $32.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-34.1K
- 3.05%
$62.09 - $66.51 $2.12M - $2.27M
1.08M $70.7M
AVEM
American Centy ETF Tr Avantis

ETFs
-16.1K
- 3.0%
$68.33 - $75.41 $1.1M - $1.21M
520K $39.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-20.5K
- 5.53%
$620.67 - $670.08 $12.8M - $13.8M
351K $235M
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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