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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 $698,173,509
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 310,326 $232,400,115 33.29%
2.
Ishares Trust
 IEF 748,612 $57,725,450 8.27%
3.
American Centy Etf Tr
 506,746 $48,895,969 7%
4.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
 622,035 $29,198,313 4.18%
5.
American Centy Etf Tr
 222,938 $27,813,776 3.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.