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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Tarbox Family Office, Inc. INSTITUTION : Tarbox Family Office, Inc.
Tarbox Family Office, Inc. Portfolio (reported on 2020-07-23)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 110,073,000 355,430 28.46%
ISHARES TR    (CORE S&P MCP ETF) IJH 35,657,000 200,521 9.22%
APPLE INC    (COM) AAPL 28,756,000 78,826 7.43%
ISHARES INC    (CORE MSCI EMKT) IEMG 22,944,000 482,012 5.93%
ISHARES TR    (CORE MSCI EAFE) IEFA 22,007,000 384,999 5.69%
ISHARES TR    (RUSSELL 2000 ETF) IWM 20,917,000 146,091 5.40%
VANGUARD INDEX FDS    (MID CAP ETF) VO 12,323,000 75,182 3.18%
ISHARES TR    (CORE S&P SCP ETF) IJR 11,879,000 173,944 3.07%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 11,702,000 295,437 3.02%
REALTY INCOME CORP    (COM) O 8,572,000 144,062 2.21%
ISHARES TR    (MSCI EAFE ETF) EFA 5,826,000 95,709 1.50%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 4,828,000 33,764 1.24%
ABBOTT LABS    (COM) ABT 4,378,000 47,879 1.13%
ABBVIE INC    (COM) ABBV 4,136,000 42,127 1.06%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 3,176,000 81,865 0.82%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,940,000 30,651 0.76%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 2,873,000 18,357 0.74%
PPG INDS INC    (COM) PPG 2,753,000 25,960 0.71%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 2,320,000 19,795 0.59%
AT&T INC    (COM) T 2,130,000 70,447 0.55%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 1,985,000 39,123 0.51%
MICROSOFT CORP    (COM) MSFT 1,963,000 9,648 0.50%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 1,930,000 81,287 0.49%
US BANCORP DEL    (COM NEW) USB 1,828,000 49,646 0.47%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,776,000 9,252 0.45%
AMAZON COM INC    (COM) AMZN 1,630,000 591 0.42%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,412,000 9,687 0.36%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,337,000 5 0.34%
JOHNSON & JOHNSON    (COM) JNJ 1,247,000 8,865 0.32%
FACEBOOK INC    (CL A) FB 1,228,000 5,410 0.31%
PFIZER INC    (COM) PFE 1,200,000 36,708 0.31%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,042,000 3,380 0.26%
ISHARES GOLD TRUST    (ISHARES) IAU 982,000 57,785 0.25%
ISHARES TR    (S&P 500 GRWT ETF) IVW 913,000 4,399 0.23%
ISHARES TR    (RUS 1000 VAL ETF) IWD 802,000 7,125 0.20%
ALPHABET INC    (CAP STK CL A) GOOGL 794,000 560 0.20%
KKR & CO INC    (COM) 772,000 25,000 0.19%
ALPHABET INC    (CAP STK CL C) GOOG 768,000 543 0.19%
DEERE & CO    (COM) DE 733,000 4,665 0.18%
ISHARES TR    (S&P 500 VAL ETF) IVE 730,000 6,744 0.18%
NIKE INC    (CL B) NKE 730,000 7,446 0.18%
JPMORGAN CHASE & CO    (COM) JPM 706,000 7,502 0.18%
HOME DEPOT INC    (COM) HD 704,000 2,810 0.18%
ISHARES TR    (ESG MSCI USA ETF) 700,000 9,995 0.18%
COSTCO WHSL CORP NEW    (COM) COST 619,000 2,041 0.16%
ISHARES TR    (RUS MID CAP ETF) IWR 577,000 10,772 0.14%
SOUTHWEST AIRLS CO    (COM) LUV 573,000 16,750 0.14%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 569,000 1,571 0.14%
MASTERCARD INCORPORATED    (CL A) MA 561,000 1,898 0.14%
TANDEM DIABETES CARE INC    (COM NEW) 544,000 5,498 0.14%
GILEAD SCIENCES INC    (COM) GILD 527,000 6,843 0.13%
3M CO    (COM) MMM 526,000 3,374 0.13%
ISHARES TR    (RUS 2000 VAL ETF) IWN 515,000 5,280 0.13%
LOWES COS INC    (COM) LOW 514,000 3,804 0.13%
SALESFORCE COM INC    (COM) CRM 510,000 2,720 0.13%
MEDTRONIC PLC    (SHS) MDT 509,000 5,553 0.13%
DISNEY WALT CO    (COM DISNEY) DIS 508,000 4,555 0.13%
BLACKROCK INC    (COM) BLK 496,000 911 0.12%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 486,000 4,839 0.12%
AMERICAN CENTY ETF TR    (INTL EQT ETF) 481,000 10,346 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 475,000 2,200 0.12%
ISHARES TR    (AGGRES ALLOC ETF) 462,000 8,423 0.11%
BK OF AMERICA CORP    (COM) BAC 453,000 19,090 0.11%
SPDR GOLD TR    (GOLD SHS) GLD 445,000 2,658 0.11%
D R HORTON INC    (COM) DHI 444,000 8,008 0.11%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 440,000 7,486 0.11%
AMGEN INC    (COM) AMGN 439,000 1,860 0.11%
LIMONEIRA CO    (COM) LMNR 435,000 30,000 0.11%
VERIZON COMMUNICATIONS INC    (COM) VZ 432,000 7,843 0.11%
INTEL CORP    (COM) INTC 415,000 6,929 0.10%
WELLS FARGO CO NEW    (COM) WFC 410,000 16,008 0.10%
WEC ENERGY GROUP INC    (COM) 375,000 4,275 0.09%
MSA SAFETY INC    (COM) MSA 373,000 3,259 0.09%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 372,000 1,314 0.09%
INTL PAPER CO    (COM) IP 363,000 10,314 0.09%
LOCKHEED MARTIN CORP    (COM) LMT 362,000 992 0.09%
VANGUARD INDEX FDS    (VALUE ETF) VTV 361,000 3,624 0.09%
EXXON MOBIL CORP    (COM) XOM 359,000 8,023 0.09%
UNITED PARCEL SERVICE INC    (CL B) UPS 359,000 3,230 0.09%
COCA COLA CO    (COM) KO 350,000 7,824 0.09%
BOEING CO    (COM) BA 336,000 1,835 0.08%
CROWN HLDGS INC    (COM) CCK 333,000 5,118 0.08%
CISCO SYS INC    (COM) CSCO 324,000 6,938 0.08%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 318,000 1,783 0.08%
ISHARES TR    (IBOXX INV CP ETF) LQD 317,000 2,359 0.08%
BOOKING HOLDINGS INC    (COM) 314,000 197 0.08%
ZEBRA TECHNOLOGIES CORPORATI    (CL A) ZBRA 312,000 1,219 0.08%
FIRST TR EXCHANGE-TRADED FD    (DORSEY WRT 5 ETF) FV 312,000 9,697 0.08%
IQVIA HLDGS INC    (COM) 304,000 2,145 0.07%
CATERPILLAR INC DEL    (COM) CAT 304,000 2,403 0.07%
CHURCHILL DOWNS INC    (COM) CHDN 304,000 2,280 0.07%
MICRON TECHNOLOGY INC    (COM) MU 303,000 5,875 0.07%
HERSHEY CO    (COM) HSY 296,000 2,281 0.07%
ISHARES TR    (JPMORGAN USD EMG) EMB 294,000 2,693 0.07%
GOLDMAN SACHS GROUP INC    (COM) GS 278,000 1,407 0.07%
KIMBERLY CLARK CORP    (COM) KMB 271,000 1,920 0.07%
MERCK & CO. INC    (COM) MRK 263,000 3,400 0.06%
MARTIN MARIETTA MATLS INC    (COM) MLM 262,000 1,267 0.06%
CITIGROUP INC    (COM NEW) C 261,000 5,102 0.06%
NORTHROP GRUMMAN CORP    (COM) NOC 259,000 844 0.06%
ILLUMINA INC    (COM) ILMN 258,000 696 0.06%
VISA INC    (COM CL A) V 241,000 1,249 0.06%
AMERICAN CENTY ETF TR    (AVANTIS EMGMKT) 240,000 5,079 0.06%
STANLEY BLACK & DECKER INC    (COM) SWK 221,000 1,589 0.05%
INGREDION INC    (COM) INGR 219,000 2,640 0.05%
ISHARES INC    (ESG MSCI EM ETF) 216,000 6,738 0.05%
ISHARES TR    (ESG MSCI USA SML) 214,000 8,540 0.05%
ALTRIA GROUP INC    (COM) MO 210,000 5,346 0.05%
ISHARES TR    (ESG MSCI EAFE) 210,000 3,471 0.05%
EMERSON ELEC CO    (COM) EMR 210,000 3,391 0.05%
DUPONT DE NEMOURS INC    (COM) 209,000 3,938 0.05%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 207,000 637 0.05%
UNITEDHEALTH GROUP INC    (COM) UNH 200,000 678 0.05%
HONEYWELL INTL INC    (COM) HON 199,000 1,379 0.05%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 192,000 2,451 0.04%
LILLY ELI & CO    (COM) LLY 192,000 1,167 0.04%
ISHARES TR    (SHORT TREAS BD) SHV 187,000 1,687 0.04%
INTUIT    (COM) INTU 186,000 629 0.04%
SMUCKER J M CO    (COM NEW) SJM 171,000 1,619 0.04%
ADOBE INC    (COM) ADBE 162,000 371 0.04%
PROCTER AND GAMBLE CO    (COM) PG 161,000 1,348 0.04%
ISHARES TR    (HDG MSCI EAFE) HEFA 154,000 5,590 0.03%
ARK ETF TR    (INNOVATION ETF) ARKK 143,000 2,000 0.03%
PHILLIPS 66    (COM) PSX 142,000 1,981 0.03%
NVIDIA CORPORATION    (COM) NVDA 141,000 370 0.03%
DOW INC    (COM) 140,000 3,439 0.03%
NETFLIX INC    (COM) NFLX 122,000 269 0.03%
PAYPAL HLDGS INC    (COM) PYPL 119,000 684 0.03%
ISHARES TR    (U.S. REAL ES ETF) IYR 118,000 1,500 0.03%
PHILIP MORRIS INTL INC    (COM) PM 118,000 1,690 0.03%
BAXTER INTL INC    (COM) BAX 114,000 1,325 0.02%
PAYCOM SOFTWARE INC    (COM) PAYC 111,000 359 0.02%
UNION PAC CORP    (COM) UNP 110,000 648 0.02%
PEPSICO INC    (COM) PEP 107,000 807 0.02%
CHEVRON CORP NEW    (COM) CVX 106,000 1,185 0.02%
SOUTHERN CO    (COM) SO 106,000 2,048 0.02%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 104,000 863 0.02%
CIGNA CORP NEW    (COM) 103,000 547 0.02%
WALMART INC    (COM) WMT 102,000 851 0.02%
COMCAST CORP NEW    (CL A) CMCSA 99,000 2,528 0.02%
ISHARES TR    (GRWT ALLOCAT ETF) 98,000 2,117 0.02%
CORTEVA INC    (COM) 97,000 3,628 0.02%
ISHARES TR    (US TREAS BD ETF) GOVT 96,000 3,443 0.02%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 96,000 331 0.02%
CORELOGIC INC    (COM) CLGX 93,000 1,377 0.02%
TEXAS INSTRS INC    (COM) TXN 91,000 718 0.02%
CLOROX CO DEL    (COM) CLX 90,000 408 0.02%
ORACLE CORP    (COM) ORCL 89,000 1,609 0.02%
ISHARES TR    (S&P MC 400GR ETF) IJK 87,000 390 0.02%
AMERICAN TOWER CORP NEW    (COM) AMT 84,000 324 0.02%
HANESBRANDS INC    (COM) HBI 83,000 7,327 0.02%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 81,000 377 0.02%
PIPER SANDLER COMPANIES    (COM) PJC 80,000 1,353 0.02%
MCDONALDS CORP    (COM) MCD 78,000 423 0.02%
NEXTERA ENERGY INC    (COM) NEE 77,000 319 0.01%
WORKDAY INC    (CL A) WDAY 76,000 406 0.01%
LINDE PLC    (SHS) 75,000 353 0.01%
AMERICAN EXPRESS CO    (COM) AXP 70,000 734 0.01%
FIRST AMERN FINL CORP    (COM) FAF 67,000 1,388 0.01%
BROADCOM INC    (COM) 67,000 211 0.01%
GOLUB CAP BDC INC    (COM) GBDC 66,000 5,659 0.01%
DANAHER CORPORATION    (COM) DHR 64,000 362 0.01%
BIOMARIN PHARMACEUTICAL INC    (COM) BMRN 63,000 511 0.01%
MONDELEZ INTL INC    (CL A) MDLZ 63,000 1,223 0.01%
ISHARES TR    (S&P MC 400VL ETF) IJJ 63,000 477 0.01%
ENBRIDGE INC    (COM) ENB 63,000 2,087 0.01%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 60,000 117 0.01%
COLGATE PALMOLIVE CO    (COM) CL 56,000 766 0.01%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 56,000 98 0.01%
QUALCOMM INC    (COM) QCOM 56,000 616 0.01%
NEWMONT CORP    (COM) NEM 56,000 901 0.01%
APPLIED MATLS INC    (COM) AMAT 55,000 909 0.01%
SERVICENOW INC    (COM) NOW 55,000 136 0.01%
RAYTHEON TECHNOLOGIES CORP    (COM) 55,000 894 0.01%
VEREIT INC    (COM) 54,000 8,474 0.01%
OREILLY AUTOMOTIVE INC    (COM) ORLY 54,000 129 0.01%
REXFORD INDL RLTY INC    (COM) REXR 54,000 1,303 0.01%
FISERV INC    (COM) FISV 53,000 545 0.01%
DOMINION ENERGY INC    (COM) D 53,000 647 0.01%
BALL CORP    (COM) BLL 51,000 739 0.01%
FORTINET INC    (COM) FTNT 51,000 370 0.01%
AUTODESK INC    (COM) ADSK 50,000 210 0.01%
ISHARES INC    (MSCI EMRG CHN) 48,000 1,130 0.01%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 48,000 520 0.01%
ADVANCED MICRO DEVICES INC    (COM) AMD 48,000 918 0.01%
ILLINOIS TOOL WKS INC    (COM) ITW 48,000 273 0.01%
ANTHEM INC    (COM) ANTM 48,000 181 0.01%
STARBUCKS CORP    (COM) SBUX 46,000 621 0.01%
AIR PRODS & CHEMS INC    (COM) APD 46,000 190 0.01%
CVS HEALTH CORP    (COM) CVS 45,000 697 0.01%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 45,000 300 0.01%
KRAFT HEINZ CO    (COM) KHC 44,000 1,372 0.01%
AMERISOURCEBERGEN CORP    (COM) ABC 44,000 441 0.01%
ECOLAB INC    (COM) ECL 44,000 222 0.01%
AMEREN CORP    (COM) AEE 43,000 616 0.01%
CROWN CASTLE INTL CORP NEW    (COM) CCI 43,000 257 0.01%
DOLLAR GEN CORP NEW    (COM) DG 43,000 228 0.01%
MORGAN STANLEY    (COM NEW) MS 41,000 839 0.01%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 40,000 455 0.01%
EQUINIX INC    (COM) EQIX 39,000 55 0.01%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-06-30: 386,676,000 SEC FILING
* Portfolios do not reflect changes after reporting
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