Tarbox Family Office, Inc.: 13F holdings
CIK 15996032026Q2
| Positions | 96 |
|---|---|
| Reported value | $698.2m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 310,326 | $232.4m | 33.3% |
| IJH ISHARES TR | 748,612 | $57.7m | 8.3% |
| AVEM AMERICAN CENTY ETF TR | 506,746 | $48.9m | 7.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 622,035 | $29.2m | 4.2% |
| AVUV AMERICAN CENTY ETF TR | 222,938 | $27.8m | 4.0% |
| IEFA ISHARES TR | 285,923 | $27.6m | 4.0% |
| AVDE AMERICAN CENTY ETF TR | 295,495 | $26.4m | 3.8% |
| IWM ISHARES TR | 85,850 | $25.8m | 3.7% |
| AMERICAN CENTY ETF TR | 395,590 | $21.5m | 3.1% |
| AMERICAN CENTY ETF TR | 240,067 | $19.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599603")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.