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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 $514,209,033
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 375,253 $179,232,106 34.85%
2.
Ishares Trust
 IEF 222,968 $61,795,629 12.01%
3.
Ishares Tr
 394,932 $27,783,440 5.4%
4.
American Centy Etf Tr
 482,018 $27,180,972 5.28%
5.
Ishares Trust
 IEF 116,062 $23,294,737 4.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)