StockDriftsStockDriftsTop 50 Tarbox Family Office, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.27% | 313.6K | $204.9M | -0.65%(-2.06K) | $161.75(+361.05%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.12% | 832.0K | $56.2M | -16.76%(-167.50K) | $33.61(+117.61%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 6.76% | 516.9K | $41.6M | -1.25%(-6.57K) | $54.65(+73.60%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.57% | 597.8K | $28.1M | -1.65%(-10.02K) | $46.95(-0.39%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.3% | 292.2K | $26.4M | -2.20%(-6.58K) | $60.36(+60.93%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.08% | 295.8K | $25.1M | -1.25%(-3.73K) | $58.23(+56.92%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.98% | 221.9K | $24.5M | +1.31%(+2.87K) | $82.81(+42.26%) | 2026-03-31 | |
| IWM | ISHARES TR | 3.52% | 87.3K | $21.6M | -3.23%(-2.92K) | $114.32(+147.26%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.34% | 50.3K | $14.4M | -5.50%(-2.93K) | $40.36(+90.90%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.9% | 167.8K | $11.7M | -2.35%(-4.04K) | $50.98(+60.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.21% |
| Top 20 Holdings Unweighted | +10.32% | +34.27% |
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