• 13F History

Tarbox Family Office, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$606M
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 107 stock holdings with total value $606M as of Q4 2024. Top holdings included IVV, IJH, AVEM, IEFA, and IWM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 107 $606M +$7.96M -$4.41M +$3.55M IVV, IJH, AVEM, IEFA, IWM 13F-HR 1/16/2025, 05:33 PM
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 -$32.3M -$5.17M IVV, IJH, IEFA, IEMG, IWM 13F-HR 10/13/2023, 10:21 AM
Q2 2023 100 $514M +$11.2M -$14.9M -$3.69M IVV, IJH, IEFA, IEMG, IWM 13F-HR 7/20/2023, 10:31 AM
Q1 2023 99 $495M +$21.3M -$4.66M +$16.7M IVV, IJH, IEFA, IEMG, IWM 13F-HR 4/11/2023, 03:26 PM
Q4 2022 95 $456M +$43.5M -$5.88M +$37.6M IVV, IJH, IEMG, IEFA, IWM 13F-HR 1/25/2023, 06:37 AM
Q3 2022 81 $419M -$13.3M -$13.3M IVV, IJH, IEFA, IEMG, IWM 13F-HR 10/13/2022, 08:05 PM
Q2 2022 107 $445M +$45.5M -$3.98M +$41.5M IVV, IJH, IEFA, IEMG, IWM 13F-HR 7/18/2022, 09:13 PM
Q1 2022 948 $492M +$6.28M -$58M -$51.7M IVV, IJH, IEFA, IEMG, IWM 13F-HR 4/22/2022, 05:46 PM
Q4 2021 1,007 $581M +$11.3M -$13.9M -$2.52M IVV, IJH, IEFA, AAPL, IEMG 13F-HR 1/5/2022, 04:43 PM
Q3 2021 1,133 $546M +$6.68M -$11.3M -$4.6M IVV, IJH, IEFA, IEMG, AAPL 13F-HR 10/12/2021, 04:28 PM
Q2 2021 1,103 $559M +$25.6M -$4.82M +$20.7M IVV, IJH, IEFA, IEMG, IWM 13F-HR 7/16/2021, 01:46 PM
Q1 2021 1,076 $508M +$3.11M -$5.18M -$2.07M IVV, IJH, IEFA, IEMG, IWM 13F-HR 4/27/2021, 04:29 PM
Q4 2020 987 $478M +$10.7M -$4.73M +$5.95M IVV, IJH, IEFA, IEMG, IWM 13F-HR 1/27/2021, 02:34 PM
Q3 2020 978 $411M +$26.4M -$7.33M +$19.1M IVV, IJH, IEFA, IEMG, AAPL 13F-HR 10/22/2020, 04:04 PM
Q2 2020 976 $386M +$26M -$8.36M +$17.6M IVV, IJH, AAPL, IEMG, IEFA 13F-HR 7/22/2020, 07:32 PM
Q1 2020 857 $309M +$61.6M -$31.2M +$30.5M IVV, IJH, AAPL, IEFA, IEMG 13F-HR 4/30/2020, 04:05 PM
Q4 2019 977 $366M +$19.2M -$8.83M +$10.4M IVV, IJH, IJR, IEMG, AAPL 13F-HR 1/31/2020, 02:31 PM
Q3 2019 928 $329M +$10M -$3.71M +$6.33M IVV, IJH, IJR, IEMG, AAPL 13F-HR 10/25/2019, 04:06 PM
Q2 2019 901 $319M +$52.3M -$5.13M +$47.1M IVV, IJH, IJR, IEMG, AAPL 13F-HR 8/2/2019, 12:23 PM
Q1 2019 568 $273M +$5.41M -$1.99M +$3.42M IVV, IJH, IJR, O, VEA 13F-HR 4/24/2019, 03:45 PM
Q4 2018 550 $241M +$8.65M -$2.7M +$5.95M IVV, IJH, IJR, O, VEA 13F-HR 1/31/2019, 07:04 PM
Q3 2018 566 $276M +$7.94M -$4.81M +$3.13M IVV, IJH, IJR, IWM, VEA 13F-HR 10/26/2018, 05:41 PM
Q2 2018 560 $259M +$1.42M -$6.41M -$4.99M IVV, IJH, IJR, VEA, IWM 13F-HR 7/31/2018, 04:42 PM
Q1 2018 571 $259M +$16.4M -$3.1M +$13.3M IVV, IJH, IJR, VEA, IWM 13F-HR 4/24/2018, 05:40 PM
Q4 2017 554 $252M +$14.8M -$1.36M +$13.4M IVV, IJH, IJR, VEA, IWM 13F-HR 1/26/2018, 04:39 PM
Q3 2017 553 $228M +$34.9M -$14.9M +$20M IVV, IJH, IJR, VEA, IWM 13F-HR 10/19/2017, 04:45 PM
Q2 2017 525 $203M +$11.2M -$6.36M +$4.89M IVV, IJH, IWM, VEA, VB 13F-HR 7/18/2017, 05:36 PM
Q1 2017 536 $193M +$11.2M -$1.03M +$10.2M IVV, IJH, IWM, VEA, VB 13F-HR 4/28/2017, 12:39 PM
Q4 2016 488 $174M +$21.8M -$6.52M +$15.3M IVV, IJH, IWM, VEA, VB 13F-HR 1/31/2017, 05:47 PM
Q3 2016 483 $155M +$22.9M -$11.8M +$11.1M IVV, IJH, QUAL, IWM, VEA 13F-HR 10/28/2016, 12:36 PM
Q2 2016 484 $139M +$8.32M -$1.56M +$6.76M IJH, IVV, VEA, IWM, EFA 13F-HR 7/29/2016, 03:37 PM
Q1 2016 497 $132M +$9.2M -$1.7M +$7.5M IJH, IVV, VEA, IWM, EFA 13F-HR 4/27/2016, 02:29 PM
Q4 2015 468 $123M +$13.7M -$4.53M +$9.22M IJH, IVV, VEA, IWM, EFA 13F-HR 1/29/2016, 03:09 PM
Q3 2015 480 $109M +$8.34M -$2.52M +$5.82M IJH, IVV, IWM, VEA, EFA 13F-HR 10/29/2015, 07:49 PM
Q2 2015 481 $115M +$6.97M -$1.82M +$5.14M IJH, IVV, IWM, VEA, EFA 13F-HR 7/16/2015, 04:41 PM
Q1 2015 477 $114M +$8.14M -$3.27M +$4.87M IJH, IVV, IWM, VEA, VIG 13F-HR 4/20/2015, 02:49 PM
Q4 2014 475 $108M +$9.25M -$18.2M -$8.93M IJH, IWM, IVV, VIG, EFA 13F-HR 1/21/2015, 10:12 AM
Q3 2014 479 $111M +$3.12M -$1.12M +$2M IJH, IWM, VIG, IVV, PPG 13F-HR 10/10/2014, 07:31 PM
Q2 2014 408 $112M +$3.72M -$6.39M -$2.67M IJH, IWM, VIG, PPG, USB 13F-HR 7/11/2014, 01:17 PM
Q1 2014 423 $112M +$2.38M -$5.88M -$3.5M IJH, IWM, VIG, EFA, USB 13F-HR 4/30/2014, 06:24 PM
Q4 2013 507 $119M IJH, IWM, VIG, EFA, USB 13F-HR 2/14/2014, 01:15 PM