Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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. Latest Top 20 Portfolio Holdings: (Filing Date: 2019-10-25) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 99,563,000 333,522 30.28%
ISHARES TR    (CORE S&P MCP ETF) IJH 48,778,000 252,433 14.83%
ISHARES TR    (CORE S&P SCP ETF) IJR 25,563,000 328,411 7.77%
ISHARES INC    (CORE MSCI EMKT) IEMG 21,079,000 430,007 6.41%
APPLE INC    (COM) AAPL 19,366,000 86,469 5.89%
REALTY INCOME CORP    (COM) O 10,493,000 136,840 3.19%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 8,713,000 316,033 2.65%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 8,453,000 205,781 2.57%
ISHARES TR    (RUSSELL 2000 ETF) IWM 8,052,000 53,203 2.44%
ISHARES TR    (MSCI EAFE ETF) EFA 4,929,000 75,588 1.49%
ABBOTT LABS    (COM) ABT 3,857,000 46,102 1.17%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 3,426,000 22,689 1.04%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 3,176,000 62,976 0.96%
PPG INDS INC    (COM) PPG 3,086,000 26,037 0.93%
ABBVIE INC    (COM) ABBV 3,032,000 40,037 0.92%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,871,000 31,076 0.87%
US BANCORP DEL    (COM NEW) USB 2,746,000 49,620 0.83%
VANGUARD GROUP    (DIV APP ETF) VIG 2,602,000 21,762 0.79%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,559,000 5 0.47%
AT&T INC    (COM) T 1,377,000 36,390 0.41%


Investing Just Like
Tarbox Family Office, Inc.

Matching performance of Tarbox Family Office, Inc. by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*