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Institutional Investment Manager
Tarbox Family Office, Inc.
Tarbox Family Office, Inc. (CIK: 0001599603) incorporated in California, located at 500 Newport Center Drive Suite 500, Newport Beach, CA. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 604 holdings with a total value of $109,358,000.
#
Name
Shares
Value ($)
%
Options
Notes
601 VANGUARD TAX-MANAGED FDS 263,405 9,388,000 8.58%
602 ISHARES TR 86,288 9,423,000 8.62%
603 ISHARES TR 71,227 13,726,000 12.55%
604 ISHARES TR 145,716 19,906,000 18.20%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001599603-15-000006, filed 2015.10.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.