Tarbox Family Office, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$610M
Signature - Title
Mary Sigler - Chief Operating Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Tarbox Family Office, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tarbox Family Office, Inc. reported 109 stock holdings with total value $610M as of Q3 2024. Top holdings included IVV, IJH, AVEM, IEFA, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $610M +$9.67M -$2.99M +$6.68M IVV, IJH, AVEM, IEFA, IWM 13F-HR 10/23/2024, 05:12 PM
Q2 2024 104 $567M +$3.92M -$10.5M -$6.57M IVV, IJH, AVEM, IEFA, IWM 13F-HR 7/16/2024, 05:50 PM
Q1 2024 104 $569M +$75.2M -$4.6M +$70.6M IVV, IJH, AVEM, IEFA, IWM 13F-HR 4/15/2024, 09:17 PM
Q4 2023 97 $514M +$25.1M -$43.9M -$18.9M IVV, IJH, IEFA, AVEM, IWM 13F-HR 2/8/2024, 05:26 PM
Q3 2023 99 $483M +$27.2M -$36.3M -$9.16M IVV, IJH, IEFA, IEMG, IWM 13F-HR 10/13/2023, 10:21 AM
Q2 2023 100 $514M +$11.2M -$15.3M -$4.12M IVV, IJH, IEFA, IEMG, IWM 13F-HR 7/20/2023, 10:31 AM
Q1 2023 99 $495M +$21.3M -$4.86M +$16.4M IVV, IJH, IEFA, IEMG, IWM 13F-HR 4/11/2023, 03:26 PM
Q4 2022 95 $456M +$42.8M -$16.1M +$26.7M IVV, IJH, IEMG, IEFA, IWM 13F-HR 1/25/2023, 07:37 AM
Q3 2022 87 $419M $0 -$21.6M -$21.6M IVV, IJH, IEFA, IEMG, IWM 13F-HR 10/13/2022, 08:05 PM
Q2 2022 107 $445M +$45.4M -$20.5M +$24.9M IVV, IJH, IEFA, IEMG, IWM 13F-HR 7/18/2022, 09:13 PM
Q1 2022 1,063 $492M +$6.28M -$63.4M -$57.2M IVV, IJH, IEFA, IEMG, IWM 13F-HR 4/22/2022, 05:46 PM
Q4 2021 1,107 $581M +$11.4M -$19.7M -$8.38M IVV, IJH, IEFA, AAPL, IEMG 13F-HR 1/5/2022, 05:43 PM
Q3 2021 1,151 $546M +$6.67M -$11.3M -$4.61M IVV, IJH, IEFA, IEMG, AAPL 13F-HR 10/12/2021, 04:28 PM
Q2 2021 1,137 $559M +$25.6M -$4.81M +$20.7M IVV, IJH, IEFA, IEMG, IWM 13F-HR 7/16/2021, 01:46 PM
Q1 2021 1,141 $508M +$3.11M -$5.18M -$2.07M IVV, IJH, IEFA, IEMG, IWM 13F-HR 4/27/2021, 04:29 PM
Q4 2020 1,129 $478M +$10.7M -$5.07M +$5.6M IVV, IJH, IEFA, IEMG, IWM 13F-HR 1/27/2021, 03:34 PM
Q3 2020 1,141 $411M +$26.4M -$8.16M +$18.2M IVV, IJH, IEFA, IEMG, AAPL 13F-HR 10/22/2020, 04:04 PM
Q2 2020 1,148 $386M +$25.8M -$12M +$13.8M IVV, IJH, AAPL, IEMG, IEFA 13F-HR 7/22/2020, 07:32 PM
Q1 2020 1,102 $309M +$61.6M -$33.3M +$28.3M IVV, IJH, AAPL, IEFA, IEMG 13F-HR 4/30/2020, 04:05 PM
Q4 2019 1,111 $366M +$19.1M -$10.1M +$9.05M IVV, IJH, IJR, IEMG, AAPL 13F-HR 1/31/2020, 03:31 PM
Q3 2019 1,085 $329M +$10M -$4.12M +$5.91M IVV, IJH, IJR, IEMG, AAPL 13F-HR 10/25/2019, 04:06 PM
Q2 2019 1,092 $319M +$52.3M -$12.3M +$40M IVV, IJH, IJR, IEMG, AAPL 13F-HR 8/2/2019, 12:23 PM
Q1 2019 612 $273M +$5.4M -$2.42M +$2.98M IVV, IJH, IJR, O, VEA 13F-HR 4/24/2019, 03:45 PM
Q4 2018 609 $241M +$8.64M -$3.91M +$4.73M IVV, IJH, IJR, O, VEA 13F-HR 1/31/2019, 08:04 PM
Q3 2018 613 $276M +$7.93M -$5.17M +$2.76M IVV, IJH, IJR, IWM, VEA 13F-HR 10/26/2018, 05:41 PM
Q2 2018 604 $259M +$1.42M -$7.77M -$6.35M IVV, IJH, IJR, VEA, IWM 13F-HR 7/31/2018, 04:42 PM
Q1 2018 618 $259M +$16.4M -$5.16M +$11.3M IVV, IJH, IJR, VEA, IWM 13F-HR 4/24/2018, 05:40 PM
Q4 2017 600 $252M +$14.8M -$2.69M +$12.1M IVV, IJH, IJR, VEA, IWM 13F-HR 1/26/2018, 05:39 PM
Q3 2017 597 $228M +$34.8M -$17.4M +$17.4M IVV, IJH, IJR, VEA, IWM 13F-HR 10/19/2017, 04:45 PM
Q2 2017 579 $203M +$11.2M -$7M +$4.25M IVV, IJH, IWM, VEA, VB 13F-HR 7/18/2017, 05:36 PM
Q1 2017 586 $194M +$12M -$1.2M +$10.8M IVV, IJH, IWM, VEA, VB 13F-HR 4/28/2017, 12:39 PM
Q4 2016 552 $174M +$21.7M -$6.84M +$14.9M IVV, IJH, IWM, VEA, VB 13F-HR 1/31/2017, 06:47 PM
Q3 2016 550 $155M +$22.9M -$12.1M +$10.8M IVV, IJH, QUAL, IWM, VEA 13F-HR 10/28/2016, 12:36 PM
Q2 2016 553 $139M +$8.31M -$3.66M +$4.65M IJH, IVV, VEA, IWM, EFA 13F-HR 7/29/2016, 03:37 PM
Q1 2016 572 $132M +$9.18M -$1.85M +$7.33M IJH, IVV, VEA, IWM, EFA 13F-HR 4/27/2016, 02:29 PM
Q4 2015 540 $123M +$13.7M -$5.1M +$8.64M IJH, IVV, VEA, IWM, EFA 13F-HR 1/29/2016, 04:09 PM
Q3 2015 557 $109M +$8.31M -$3.7M +$4.61M IJH, IVV, IWM, VEA, EFA 13F-HR 10/29/2015, 07:49 PM
Q2 2015 549 $115M +$6.96M -$2.58M +$4.38M IJH, IVV, IWM, VEA, EFA 13F-HR 7/16/2015, 04:41 PM
Q1 2015 552 $114M +$8.13M -$4.34M +$3.8M IJH, IVV, IWM, VEA, VIG 13F-HR 4/20/2015, 02:49 PM
Q4 2014 541 $108M +$9.24M -$18.9M -$9.66M IJH, IWM, IVV, VIG, EFA 13F-HR 1/21/2015, 11:12 AM
Q3 2014 543 $111M +$3.11M -$1.7M +$1.41M IJH, IWM, VIG, IVV, PPG 13F-HR 10/10/2014, 07:31 PM
Q2 2014 461 $112M +$3.72M -$7.63M -$3.92M IJH, IWM, VIG, PPG, USB 13F-HR 7/11/2014, 01:17 PM
Q1 2014 474 $112M +$2.37M -$12M -$9.65M IJH, IWM, VIG, EFA, USB 13F-HR 4/30/2014, 06:24 PM
Q4 2013 577 $120M $0 $0 IJH, IWM, VIG, EFA, USB 13F-HR 2/14/2014, 02:15 PM