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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 2020-01-31)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 107,098,000 331,327 29.24%
ISHARES TR    (CORE S&P MCP ETF) IJH 51,502,000 250,229 14.06%
ISHARES TR    (CORE S&P SCP ETF) IJR 27,360,000 326,301 7.47%
ISHARES INC    (CORE MSCI EMKT) IEMG 24,057,000 447,488 6.57%
APPLE INC    (COM) AAPL 22,995,000 78,309 6.28%
REALTY INCOME CORP    (COM) O 9,776,000 132,767 2.66%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 9,709,000 335,722 2.65%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 8,836,000 200,552 2.41%
ISHARES TR    (RUSSELL 2000 ETF) IWM 8,802,000 53,130 2.40%
ISHARES TR    (MSCI EAFE ETF) EFA 5,249,000 75,590 1.43%
ABBOTT LABS    (COM) ABT 3,998,000 46,030 1.09%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 3,709,000 22,667 1.01%
ABBVIE INC    (COM) ABBV 3,545,000 40,035 0.96%
PPG INDS INC    (COM) PPG 3,476,000 26,038 0.94%
ISHARES TR    (USA QUALITY FCTR) QUAL 3,120,000 30,891 0.85%
US BANCORP DEL    (COM NEW) USB 2,940,000 49,587 0.80%
AT&T INC    (COM) T 2,733,000 69,945 0.74%
VANGUARD GROUP    (DIV APP ETF) VIG 2,688,000 21,560 0.73%
CHURCHILL DOWNS INC    (COM) CHDN 2,577,000 18,780 0.70%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,698,000 5 0.46%
PFIZER INC    (COM) PFE 1,393,000 35,550 0.38%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,377,000 7,830 0.37%
MICROSOFT CORP    (COM) MSFT 1,357,000 8,607 0.37%
JPMORGAN CHASE & CO    (COM) JPM 1,080,000 7,750 0.29%
FACEBOOK INC    (CL A) FB 1,072,000 5,225 0.29%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,070,000 3,324 0.29%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,012,000 6,112 0.27%
JOHNSON & JOHNSON    (COM) JNJ 993,000 6,810 0.27%
WELLS FARGO CO NEW    (COM) WFC 982,000 18,246 0.26%
AMAZON COM INC    (COM) AMZN 898,000 486 0.24%
ISHARES TR    (RUS 1000 VAL ETF) IWD 893,000 6,541 0.24%
ALPHABET INC    (CAP STK CL A) GOOGL 876,000 654 0.23%
SOUTHWEST AIRLS CO    (COM) LUV 873,000 16,166 0.23%
DEERE & CO    (COM) DE 805,000 4,648 0.21%
NIKE INC    (CL B) NKE 734,000 7,246 0.20%
KKR & CO INC    (CL A) 729,000 25,000 0.19%
COSTCO WHSL CORP NEW    (COM) COST 717,000 2,439 0.19%
ISHARES TR    (RUS 2000 VAL ETF) IWN 694,000 5,400 0.18%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 693,000 13,732 0.18%
AMGEN INC    (COM) AMGN 684,000 2,837 0.18%
BANK AMER CORP    (COM) BAC 669,000 18,981 0.18%
ISHARES TR    (S&P 500 VAL ETF) IVE 654,000 5,027 0.17%
HOME DEPOT INC    (COM) HD 652,000 2,987 0.17%
MEDTRONIC PLC    (SHS) MDT 649,000 5,717 0.17%
ISHARES TR    (RUS MID CAP ETF) IWR 642,000 10,772 0.17%
ISHARES TR    (S&P 500 GRWT ETF) IVW 617,000 3,186 0.16%
ALPHABET INC    (CAP STK CL C) GOOG 610,000 456 0.16%
DISNEY WALT CO    (COM DISNEY) DIS 604,000 4,176 0.16%
BOEING CO    (COM) BA 584,000 1,794 0.15%
LIMONEIRA CO    (COM) LMNR 577,000 30,000 0.15%
3M CO    (COM) MMM 577,000 3,269 0.15%
EXXON MOBIL CORP    (COM) XOM 565,000 8,095 0.15%
SPDR GOLD TRUST    (GOLD SHS) GLD 513,000 3,593 0.14%
ISHARES GOLD TRUST    (ISHARES) IAU 499,000 34,440 0.13%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 496,000 6,130 0.13%
BRISTOL MYERS SQUIBB CO    (COM) BMY 491,000 7,653 0.13%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 489,000 1,505 0.13%
INTL PAPER CO    (COM) IP 468,000 10,169 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 467,000 2,200 0.12%
VERIZON COMMUNICATIONS INC    (COM) VZ 461,000 7,513 0.12%
SMUCKER J M CO    (COM NEW) SJM 456,000 4,383 0.12%
MASTERCARD INC    (CL A) MA 448,000 1,499 0.12%
PROCTER & GAMBLE CO    (COM) PG 447,000 3,581 0.12%
SALESFORCE COM INC    (COM) CRM 433,000 2,662 0.11%
D R HORTON INC    (COM) DHI 429,000 8,129 0.11%
GILEAD SCIENCES INC    (COM) GILD 428,000 6,592 0.11%
PHILIP MORRIS INTL INC    (COM) PM 424,000 4,988 0.11%
MSA SAFETY INC    (COM) MSA 412,000 3,259 0.11%
INTEL CORP    (COM) INTC 405,000 6,769 0.11%
LOWES COS INC    (COM) LOW 403,000 3,365 0.11%
ISHARES TR    (AGGRES ALLOC ETF) 393,000 6,778 0.10%
BLACKROCK INC    (COM) BLK 389,000 773 0.10%
CITIGROUP INC    (COM NEW) C 385,000 4,823 0.10%
BOOKING HLDGS INC    (COM) 384,000 187 0.10%
CATERPILLAR INC DEL    (COM) CAT 383,000 2,591 0.10%
CROWN HOLDINGS INC    (COM) CCK 371,000 5,118 0.10%
LOCKHEED MARTIN CORP    (COM) LMT 368,000 946 0.10%
COCA COLA CO    (COM) KO 358,000 6,476 0.09%
WEC ENERGY GROUP INC    (COM) 356,000 3,865 0.09%
ISHARES TR    (ESG MSCI USA ETF) 342,000 4,795 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 341,000 1,504 0.09%
HERSHEY CO    (COM) HSY 335,000 2,281 0.09%
MICRON TECHNOLOGY INC    (COM) MU 335,000 6,237 0.09%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 334,000 3,595 0.09%
TANDEM DIABETES CARE INC    (COM NEW) 328,000 5,498 0.08%
ALTRIA GROUP INC    (COM) MO 327,000 6,546 0.08%
MARTIN MARIETTA MATLS INC    (COM) MLM 326,000 1,167 0.08%
CISCO SYS INC    (COM) CSCO 325,000 6,770 0.08%
VANGUARD WHITEHALL FDS INC    (EMERG MKT BD ETF) VWOB 319,000 3,917 0.08%
UNITED PARCEL SERVICE INC    (CL B) UPS 317,000 2,705 0.08%
ZEBRA TECHNOLOGIES CORP    (CL A) ZBRA 311,000 1,216 0.08%
FIRST TR EXCHANGE TRADED FD    (DORSEY WRT 5 ETF) FV 306,000 9,697 0.08%
NORTHROP GRUMMAN CORP    (COM) NOC 281,000 817 0.07%
IQVIA HLDGS INC    (COM) 279,000 1,805 0.07%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 268,000 1,873 0.07%
STANLEY BLACK & DECKER INC    (COM) SWK 257,000 1,548 0.07%
PEPSICO INC    (COM) PEP 252,000 1,845 0.06%
VANGUARD INDEX FDS    (VALUE ETF) VTV 252,000 2,101 0.06%
MERCK & CO INC    (COM) MRK 248,000 2,725 0.06%
EMERSON ELEC CO    (COM) EMR 247,000 3,241 0.06%
INGREDION INC    (COM) INGR 245,000 2,640 0.06%
HONEYWELL INTL INC    (COM) HON 242,000 1,366 0.06%
ISHARES TR    (EAFE SML CP ETF) SCZ 238,000 3,814 0.06%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 233,000 622 0.06%
PHILLIPS 66    (COM) PSX 226,000 2,027 0.06%
KIMBERLY CLARK CORP    (COM) KMB 223,000 1,624 0.06%
ILLUMINA INC    (COM) ILMN 220,000 663 0.06%
ALLERGAN PLC    (SHS) AGN 217,000 1,137 0.05%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 216,000 3,701 0.05%
UNITEDHEALTH GROUP INC    (COM) UNH 207,000 705 0.05%
VISA INC    (COM CL A) V 207,000 1,100 0.05%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 180,000 610 0.04%
DUPONT DE NEMOURS INC    (COM) 180,000 2,811 0.04%
ISHARES TR    (HDG MSCI EAFE) HEFA 171,000 5,590 0.04%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 167,000 3,753 0.04%
INTUIT    (COM) INTU 165,000 630 0.04%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 161,000 1,583 0.04%
CHEVRON CORP NEW    (COM) CVX 159,000 1,317 0.04%
INVESCO EXCHNG TRADED FD TR    (KBW BK ETF) 158,000 2,720 0.04%
DOW INC    (COM) 157,000 2,862 0.04%
MONDELEZ INTL INC    (CL A) MDLZ 157,000 2,842 0.04%
TOOTSIE ROLL INDS INC    (COM) TR 149,000 4,362 0.04%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 143,000 4,243 0.03%
ISHARES TR    (U.S. REAL ES ETF) IYR 140,000 1,500 0.03%
LILLY ELI & CO    (COM) LLY 139,000 1,055 0.03%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 134,000 2,768 0.03%
COMCAST CORP NEW    (CL A) CMCSA 131,000 2,908 0.03%
ISHARES TR    (ESG MSCI USA SML) 123,000 4,265 0.03%
GENERAL ELECTRIC CO    (COM) GE 119,000 10,627 0.03%
ADOBE INC    (COM) ADBE 116,000 352 0.03%
SOUTHERN CO    (COM) SO 115,000 1,801 0.03%
ISHARES TR    (CORE MSCI EAFE) IEFA 110,000 1,683 0.03%
BAXTER INTL INC    (COM) BAX 110,000 1,319 0.03%
PIPER JAFFRAY COS    (COM) PJC 108,000 1,353 0.02%
HANESBRANDS INC    (COM) HBI 107,000 7,224 0.02%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 102,000 764 0.02%
CIGNA CORP NEW    (COM) 101,000 492 0.02%
INVESCO EXCHNG TRADED FD TR    (S&P MDCP 400 REV) 99,000 1,518 0.02%
UNION PACIFIC CORP    (COM) UNP 93,000 517 0.02%
PAYCOM SOFTWARE INC    (COM) PAYC 91,000 344 0.02%
NVIDIA CORP    (COM) NVDA 89,000 379 0.02%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 86,000 2,883 0.02%
BIOMARIN PHARMACEUTICAL INC    (COM) BMRN 85,000 1,000 0.02%
CORTEVA INC    (COM) 85,000 2,878 0.02%
MCDONALDS CORP    (COM) MCD 84,000 426 0.02%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 82,000 1,406 0.02%
TRUIST FINL CORP    (COM) 82,000 1,462 0.02%
NETFLIX INC    (COM) NFLX 82,000 253 0.02%
FIRST AMERN FINL CORP    (COM) FAF 81,000 1,388 0.02%
STARBUCKS CORP    (COM) SBUX 79,000 895 0.02%
PAYPAL HLDGS INC    (COM) PYPL 78,000 719 0.02%
HUBBELL INC    (COM) 76,000 511 0.02%
RAYTHEON CO    (COM NEW) RTN 76,000 348 0.02%
ISHARES TR    (NASDAQ BIOTECH) IBB 76,000 631 0.02%
FORTUNE BRANDS HOME & SEC IN    (COM) FBHS 76,000 1,164 0.02%
WALMART INC    (COM) WMT 76,000 637 0.02%
AMERICAN TOWER CORP NEW    (COM) AMT 74,000 321 0.02%
DOMINION ENERGY INC    (COM) D 74,000 896 0.02%
AMERICAN EXPRESS CO    (COM) AXP 72,000 580 0.01%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 70,000 319 0.01%
NEXTERA ENERGY INC    (COM) NEE 68,000 282 0.01%
ORACLE CORP    (COM) ORCL 68,000 1,277 0.01%
ISHARES TR    (GRWT ALLOCAT ETF) 67,000 1,408 0.01%
WORKDAY INC    (CL A) WDAY 67,000 405 0.01%
UNILEVER PLC    (SPON ADR NEW) UL 67,000 1,167 0.01%
HUNTINGTON BANCSHARES INC    (COM) HBAN 66,000 4,361 0.01%
BROADCOM INC    (COM) 64,000 204 0.01%
ATMOS ENERGY CORP    (COM) ATO 64,000 576 0.01%
ISHARES TR    (CRE U S REIT ETF) FTY 63,000 1,148 0.01%
RIO TINTO PLC    (SPONSORED ADR) RTP 63,000 1,058 0.01%
TEXAS INSTRS INC    (COM) TXN 62,000 483 0.01%
FISERV INC    (COM) FISV 61,000 525 0.01%
CORELOGIC INC    (COM) CLGX 60,000 1,377 0.01%
BP PLC    (SPONSORED ADR) BP 60,000 1,603 0.01%
LLOYDS BANKING GROUP PLC    (SPONSORED ADR) LYG 56,000 17,061 0.01%
GOLDMAN SACHS GROUP INC    (COM) GS 56,000 245 0.01%
LAM RESEARCH CORP    (COM) LRCX 54,000 184 0.01%
SELECT SECTOR SPDR TR    (ENERGY) XLE 54,000 900 0.01%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 54,000 112 0.01%
GLOBAL PMTS INC    (COM) GPN 53,000 293 0.01%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 51,000 87 0.01%
LYONDELLBASELL INDUSTRIES N    (SHS - A -) LALLF 51,000 536 0.01%
EATON CORP PLC    (SHS) ETN 50,000 523 0.01%
ALLEGHANY CORP DEL    (COM) Y 50,000 63 0.01%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 50,000 237 0.01%
FLEXSHARES TR    (MORNSTAR UPSTR) GUNR 50,000 1,501 0.01%
CLOROX CO DEL    (COM) CLX 49,000 322 0.01%
LINDE PLC    (SHS) 48,000 225 0.01%
UNITED TECHNOLOGIES CORP    (COM) UTX 48,000 320 0.01%
MARATHON PETE CORP    (COM) MPC 48,000 803 0.01%
OPEN TEXT CORP    (COM) OTEX 46,000 1,053 0.01%
COLGATE PALMOLIVE CO    (COM) CL 44,000 639 0.01%
QUALCOMM INC    (COM) QCOM 44,000 494 0.01%
DANAHER CORPORATION    (COM) DHR 44,000 288 0.01%
AUTOZONE INC    (COM) AZO 44,000 37 0.01%
AMERICAN ELEC PWR CO INC    (COM) AEP 42,000 447 0.01%
ADVANCED MICRO DEVICES INC    (COM) AMD 42,000 912 0.01%
CVS HEALTH CORP    (COM) CVS 42,000 567 0.01%
TJX COS INC NEW    (COM) TJX 41,000 679 0.01%
EDWARDS LIFESCIENCES CORP    (COM) EW 41,000 176 0.01%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-12-31: 366,157,000 SEC FILING
* Portfolios do not reflect changes after reporting
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