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Home > Institutional Investor > Tarbox Group, Inc. > Profile

Instuitional Investor - Tarbox Group, Inc.

Fund Profile
Filing Period:
Fund Name: Tarbox Group, Inc.
Portfolio Value $601,612,418
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 371,317 $208,643,114 34.68%
2.
Ishares Trust
 IEF 1,117,693 $65,217,410 10.84%
3.
American Centy Etf Tr
 536,132 $32,259,048 5.36%
4.
Ishares Tr - CORE MSCI EAFE
 379,275 $28,692,116 4.77%
5.
Ishares Trust
 IEF 112,127 $22,368,257 3.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)