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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
131
70
46
6
34
5
100
81
30
TARBOX GROUP INC

Time Period2019-03-31

Total Holdings633

Total Value ($x1000)273,518
Activities
New13

Increased66

Unchanged488

Decreased66

Sold Out14

Top 10 Stock Holdingstotal 75.16%
IVV32.48

IJH16.36

IJR8.5

O3.5

VEA3.1

 
IWM2.93

FNDF2.51

DWDP2.35

EFA1.82

IEMG1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
32.48%
CORE S&P500 ETF
IJH
16.36%
CORE S&P MCP ETF
IJR
8.5%
CORE S&P SCP ETF
O
3.5%
COM
VEA
3.1%
FTSE DEV MKT ETF
IWM
2.93%
RUSSELL 2000 ETF
FNDF
2.51%
SCHWB FDT INT LG
DWDP
2.35%
COM
EFA
1.82%
MSCI EAFE ETF
IEMG
1.61%
CORE MSCI EMKT
ABT
1.38%
COM
BA
1.22%
COM
ABBV
1.2%
COM
PPG
1.07%
COM
QUAL
1.03%
MSCI USA QLT FAC
USB
0.87%
COM NEW
AAPL
0.78%
COM
VIG
0.72%
DIV APP ETF
BRK.A
0.55%
CL A
PFE
0.47%
COM
VB
0.47%
SMALL CP ETF
IWF
0.41%
RUS 1000 GRW ETF
SPY
0.39%
TR UNIT
JNJ
0.35%
COM
MSFT
0.35%
COM
LUV
0.3%
COM
VTI
0.29%
TOTAL STK MKT
AMZN
0.29%
COM
JPST
0.28%
ULTRA SHRT INC
PEP
0.28%
COM
IWD
0.27%
RUS 1000 VAL ETF
DE
0.27%
COM
XOM
0.27%
COM
MMM
0.25%
COM
WFC
0.23%
COM
IWN
0.23%
RUS 2000 VAL ETF
COST
0.21%
COM
IVE
0.21%
S&P 500 VAL ETF
IWR
0.21%
RUS MID-CAP ETF
PG
0.21%
COM
IVW
0.2%
S&P 500 GRWT ETF
SJM
0.19%
COM NEW
MA
0.19%
CL A
MDT
0.17%
SHS
DIS
0.17%
COM DISNEY
IP
0.17%
COM
CC
0.17%
COM
PM
0.16%
COM
GILD
0.16%
COM
CHGG
0.15%
COM
NKE
0.14%
CL B
GOOGL
0.14%
CAP STK CL A
LOW
0.14%
COM
FB
0.14%
CL A
IAU
0.14%
ISHARES
MO
0.13%
COM
TNDM
0.13%
COM NEW
C
0.13%
COM NEW
MRK
0.13%
COM
CAT
0.13%
COM
MSA
0.12%
COM
VZ
0.12%
COM
KO
0.12%
COM
SIEN
0.11%
COM
WEC
0.11%
COM
IBM
0.11%
COM
V
0.11%
COM CL A
FV
0.11%
DORSEY WRT 5 ETF
CCK
0.1%
COM
BRK.B
0.1%
CL B NEW
ILMN
0.1%
COM
HSY
0.1%
COM
AMGN
0.09%
COM
ZBRA
0.09%
CL A
CVX
0.09%
COM
INGR
0.09%
COM
AGN
0.09%
SHS
SBUX
0.09%
COM
GLD
0.09%
GOLD SHS
CSCO
0.09%
COM
JPM
0.09%
COM
MLM
0.09%
COM
VNQ
0.08%
REIT ETF
EMR
0.08%
COM
AOA
0.08%
AGGRES ALLOC ETF
SCZ
0.08%
EAFE SML CP ETF
MDY
0.08%
UTSER1 S&PDCRP
VTV
0.08%
VALUE ETF
FNDE
0.07%
SCHWB FDT EMK LG
KMB
0.07%
COM
PSX
0.07%
COM
NOC
0.06%
COM
TR
0.06%
COM
HEFA
0.06%
HDG MSCI EAFE
GOOG
0.06%
CAP STK CL C
LLY
0.06%
COM
VOO
0.06%
SHS
XLV
0.05%
SBI HEALTHCARE
MDLZ
0.05%
CL A
KIE
0.05%
S&P INS ETF
RWK
0.05%
MID CAP REV ETF
BAC
0.05%
COM
DBEF
0.05%
XTRAK MSCI EAFE
IYR
0.05%
U.S. REAL ES ETF
KBWB
0.05%
KBW BK
HBI
0.05%
COM
VWO
0.05%
FTSE EMR MKT ETF
HD
0.04%
COM
CELG
0.04%
COM
KRE
0.04%
S&P REGL BKG
DGRW
0.04%
US DIVD GRT FD
INTC
0.04%
COM
GE
0.04%
COM
PAYC
0.04%
COM
BAX
0.04%
COM
IEFA
0.04%
CORE MSCI EAFE
MUAH
0.04%
19 AMT-FREE MN
UNH
0.04%
COM
ESGU
0.04%
ETF MSCI USA
PJC
0.04%
COM
SO
0.03%
COM
BMRN
0.03%
COM
T
0.03%
COM
CI
0.03%
COM
DIA
0.03%
UT SER 1
AOR
0.03%
GRWT ALLOCAT ETF
WDAY
0.03%
CL A
LMT
0.03%
COM
UNP
0.03%
COM
CMCSA
0.03%
CL A
FAF
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
BP
0.03%
SPONSORED ADR
D
0.02%
COM
ADBE
0.02%
COM
ORCL
0.02%
COM
AXP
0.02%
COM
NFLX
0.02%
COM
MCD
0.02%
COM
HON
0.02%
COM
WMT
0.02%
COM
VRTX
0.02%
COM
CERN
0.02%
COM
AVGO
0.02%
COM
UPS
0.02%
CL B
PYPL
0.02%
COM
TMO
0.02%
COM
FBHS
0.02%
COM
CLGX
0.02%
COM
CLX
0.02%
COM
FDX
0.02%
COM
TXN
0.02%
COM
BKNG
0.02%
COM
ISRG
0.02%
COM NEW
CRM
0.02%
COM
AMT
0.02%
COM
MAR
0.02%
CL A
CLBS
0.02%
COM NEW
CL
0.01%
COM
UTX
0.01%
COM
LIN
0.01%
COM
CBB/PB
0.01%
PFD CV DEP1/20
Y
0.01%
COM
GSVC
0.01%
COM
MS
0.01%
COM NEW
NVDA
0.01%
COM
NEE
0.01%
COM
DHR
0.01%
COM
ADSK
0.01%
COM
DFS
0.01%
COM
ACN
0.01%
SHS CLASS A
COP
0.01%
COM
FNF
0.01%
COM
BDX
0.01%
COM
NOV
0.01%
COM
MCHP
0.01%
COM
KHC
0.01%
COM
GS
0.01%
COM
ICE
0.01%
COM
FTNT
0.01%
COM
GD
0.01%
COM
CTSH
0.01%
CL A
OXY
0.01%
COM
DUK
0.01%
COM NEW
TJX
0.01%
COM
DG
0.01%
COM
INTU
0.01%
COM
MMC
0.01%
COM
SCHW
0.01%
COM
NSC
0.01%
COM
ITW
0.01%
COM
QCOM
0.01%
COM
EOG
0.01%
COM
PNC
0.01%
COM
FISV
0.01%
COM
TRV
0.01%
COM
FITB
0.01%
COM
VFC
0.01%
COM
ADP
0.01%
COM
CCI
0.01%
COM
AEP
0.01%
COM
PRU
0.01%
COM
AMAT
0.01%
COM
PEG
0.01%
COM
ESGE
0.01%
MSCI EM ESG SE
GM
0.01%
COM
DLR
0.01%
COM
ECL
0.01%
COM
ESGD
0.01%
MSCI EAFE ESG
ITOT
0.01%
CORE S&P TTL STK
EW
0.01%
COM
HCA
0.01%
COM
LRCX
0.01%
COM
LEN
0.01%
CL A
SPG
0.01%
COM
BK
0.01%
COM
MPC
0.01%
COM
ALL
0.01%
COM
TGT
0.01%
COM
BMY
0.01%
COM
SYK
0.01%
COM
CHTR
0.01%
CL A
SYY
0.01%
COM
BIIB
0.01%
COM
ANTM
0.01%
COM
APD
0.01%
COM
EL
0.01%
CL A
AZO
0.01%
COM
ESML
0.01%
MSCI USA SMALL
RHT
0.01%
COM
ES
0.01%
COM
TXT
0.01%
COM
CSX
0.01%
COM
BIOL
0.01%
COM NEW
RF
0.01%
COM
PGR
0.01%
COM
YUM
0.01%
COM
COF
0.01%
COM
MET
0.01%
COM
CMI
0.01%
COM
STT
0.01%
COM
CVS
0.01%
COM
AFL
0.01%
COM
HIG
0.01%
COM
TAK
0.01%
SPONSORED ADS
XLNX
0.01%
COM
SPGI
0.01%
COM
ARE
0.01%
COM
MU
0.01%
COM
IR
0.01%
SHS
LNC
0.01%
COM
APC
0.01%
COM
ENB
0.01%
COM
GLNG
0.01%
SHS
DXC
0.01%
COM
BIDU
0.01%
SPON ADR REP A
WBA
0.01%
COM
CTAS
0.01%
COM
CNC
0.01%
COM
PXD
0.01%
COM
CB
0.01%
COM
GLW
0.01%
COM
PNW
0.01%
COM
CCL
0.01%
PAIRED CTF
FIS
0.01%
COM
BKI
0.01%
COM
HPE
0.01%
COM
VLO
0.01%
COM
BSX
0.01%
COM
HPQ
0.01%
COM
MNST
0.01%
COM
ZMH
0.01%
COM
EBAY
0.01%
COM
ATVI
0.01%
COM
WMB
0.01%
COM
KSU
< 0.01%
COM NEW
SRE
< 0.01%
COM
ADM
< 0.01%
COM
LYB
< 0.01%
SHS - A -
EQR
< 0.01%
SH BEN INT
VTR
< 0.01%
COM
BLK
< 0.01%
COM
USMV
< 0.01%
USA MIN VOL ETF
WLTW
< 0.01%
SHS
TWTR
< 0.01%
COM
PKI
< 0.01%
COM
FTI
< 0.01%
COM
JCI
< 0.01%
SHS
PCAR
< 0.01%
COM
BXP
< 0.01%
COM
FTV
< 0.01%
COM
CME
< 0.01%
COM
PLD
< 0.01%
COM
NTAP
< 0.01%
COM
A
< 0.01%
COM
AIG
< 0.01%
COM NEW
NEM
< 0.01%
COM
NBL
< 0.01%
COM
SMG
< 0.01%
CL A
RTN
< 0.01%
COM NEW
LM
< 0.01%
COM
SLB
< 0.01%
COM
IPG
< 0.01%
COM
OMC
< 0.01%
COM
VRSN
< 0.01%
COM
HCP
< 0.01%
COM
KIM
< 0.01%
COM
PFG
< 0.01%
COM
ROST
< 0.01%
COM
PAYX
< 0.01%
COM
DVN
< 0.01%
COM
AXDX
< 0.01%
COM
AES
< 0.01%
COM
HUM
< 0.01%
COM
STI
< 0.01%
COM
SYMC
< 0.01%
COM
AAP
< 0.01%
COM
MSI
< 0.01%
COM NEW
LDOS
< 0.01%
COM
WY
< 0.01%
COM
BBT
< 0.01%
COM
DOV
< 0.01%
COM
EXPE
< 0.01%
COM NEW
ZTS
< 0.01%
CL A
ROP
< 0.01%
COM
GIS
< 0.01%
COM
TIF
< 0.01%
COM
HAL
< 0.01%
COM
HLT
< 0.01%
WHEN ISSUED
REGN
< 0.01%
COM
DGX
< 0.01%
COM
NI
< 0.01%
COM
ADI
< 0.01%
COM
EXC
< 0.01%
COM
UNM
< 0.01%
COM
EA
< 0.01%
COM
FOXAV
< 0.01%
CL A COM
TSS
< 0.01%
COM
MAS
< 0.01%
COM
CXO
< 0.01%
COM
TAP
< 0.01%
CL B
STZ
< 0.01%
CL A
AON
< 0.01%
SHS CL A
ETN
< 0.01%
SHS
AVB
< 0.01%
COM
WYNN
< 0.01%
COM
IEZ
< 0.01%
US OIL EQ&SV ETF
PSA
< 0.01%
COM
XRAY
< 0.01%
COM
BLL
< 0.01%
COM
MAT
< 0.01%
COM
SKX
< 0.01%
CL A
AKAM
< 0.01%
COM
YUMC
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
IFF
< 0.01%
COM
ORLY
< 0.01%
COM
BF/B
< 0.01%
CL B
NUE
< 0.01%
COM
FCX
< 0.01%
COM
KMI
< 0.01%
COM
MTB
< 0.01%
COM
APH
< 0.01%
CL A
PH
< 0.01%
COM
GPS
< 0.01%
COM
CMA
< 0.01%
COM
NDAQ
< 0.01%
COM
OKE
< 0.01%
COM
DAL
< 0.01%
COM NEW
HRB
< 0.01%
COM
HBAN
< 0.01%
COM
SBAC
< 0.01%
CL A
CAG
< 0.01%
COM
LLL
< 0.01%
COM
EMN
< 0.01%
COM
EQIX
< 0.01%
COM PAR $0.001
ABC
< 0.01%
COM
K
< 0.01%
COM
EIX
< 0.01%
COM
GT
< 0.01%
COM
WRK
< 0.01%
COM
CTXS
< 0.01%
COM
SWK
< 0.01%
COM
COG
< 0.01%
COM
BMO
< 0.01%
COM
DVA
< 0.01%
COM
HP
< 0.01%
COM
KEY
< 0.01%
COM
ESS
< 0.01%
COM
CHD
< 0.01%
COM
DLTR
< 0.01%
COM
RSG
< 0.01%
COM
FAST
< 0.01%
COM
MKC
< 0.01%
COM NON VTG
EFX
< 0.01%
COM
KR
< 0.01%
COM
JEC
< 0.01%
COM
ALGN
< 0.01%
COM
GPN
< 0.01%
COM
ALXN
< 0.01%
COM
CNP
< 0.01%
COM
RHI
< 0.01%
COM
CFG
< 0.01%
COM
SWKS
< 0.01%
COM
NOW
< 0.01%
COM
NLSN
< 0.01%
SHS EUR
VRSK
< 0.01%
CL A
VSM
< 0.01%
COM
AME
< 0.01%
COM
VNO
< 0.01%
SH BEN INT
WAB
< 0.01%
COM
WM
< 0.01%
COM
AAL
< 0.01%
COM
HCN
< 0.01%
COM
LW
< 0.01%
COM
GPC
< 0.01%
COM
AEE
< 0.01%
COM
WP
< 0.01%
CL A
WH
< 0.01%
COM
KEYS
< 0.01%
COM
JEF
< 0.01%
COM
HII
< 0.01%
COM
APTV
< 0.01%
SHS
MSCI
< 0.01%
COM
SYF
< 0.01%
COM
MCO
< 0.01%
COM
MHK
< 0.01%
COM
MDP
< 0.01%
COM
TSN
< 0.01%
CL A
BBY
< 0.01%
COM
NWL
< 0.01%
COM
DHI
< 0.01%
COM
EVRG
< 0.01%
COM
FLS
< 0.01%
COM
IVZ
< 0.01%
SHS
ZION
< 0.01%
COM
CHRW
< 0.01%
COM NEW
ROK
< 0.01%
COM
AMG
< 0.01%
COM
SHW
< 0.01%
COM
ETR
< 0.01%
COM
CUBE
< 0.01%
COM
PNR
< 0.01%
SHS
TEL
< 0.01%
REG SHS
XRX
< 0.01%
COM NEW
LNT
< 0.01%
COM
WTR
< 0.01%
COM
UHS
< 0.01%
CL B
BHGE
< 0.01%
CL A
URI
< 0.01%
COM
CBG
< 0.01%
CL A
TRIP
< 0.01%
COM
UAL
< 0.01%
COM
ALLY
< 0.01%
COM
COTY
< 0.01%
COM CL A
TSLA
< 0.01%
COM
RGLD
< 0.01%
COM
TER
< 0.01%
COM
SNA
< 0.01%
COM
FLT
< 0.01%
COM
JKHY
< 0.01%
COM
ELS
< 0.01%
COM
NTRS
< 0.01%
COM
WYN
< 0.01%
COM
LB
< 0.01%
COM
IT
< 0.01%
COM
NRG
< 0.01%
COM NEW
PACW
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
VAC
< 0.01%
COM
MAA
< 0.01%
COM
GDDY
< 0.01%
CL A
DRI
< 0.01%
COM
DELL
< 0.01%
CL C
IEX
< 0.01%
COM
BPOP
< 0.01%
COM NEW
HST
< 0.01%
COM
MUSA
< 0.01%
COM
BEN
< 0.01%
COM
BWXT
< 0.01%
COM
MRO
< 0.01%
COM
BOH
< 0.01%
COM
NXPI
< 0.01%
COM
AN
< 0.01%
COM
MGM
< 0.01%
COM
MCK
< 0.01%
COM
FLIR
< 0.01%
COM
VST
< 0.01%
COM
MOS
< 0.01%
COM
THS
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
CDK
< 0.01%
COM
MD
< 0.01%
COM
TMK
< 0.01%
COM
APY
< 0.01%
COM
AIV
< 0.01%
CL A
GWW
< 0.01%
COM
XYL
< 0.01%
COM
HES
< 0.01%
COM
ACGL
< 0.01%
ORD
AXS
< 0.01%
SHS
HRL
< 0.01%
COM
HPT
< 0.01%
COM SH BEN INT
AGIO
< 0.01%
COM
RNR
< 0.01%
COM
AMD
< 0.01%
COM
KRC
< 0.01%
COM
IRM
< 0.01%
COM
ALNY
< 0.01%
COM
GLPI
< 0.01%
COM
LBRDK
< 0.01%
COM SER C
AMH
< 0.01%
CL A
WCN
< 0.01%
COM
WHR
< 0.01%
COM
WAT
< 0.01%
COM
LEA
< 0.01%
COM NEW
LVS
< 0.01%
COM
WU
< 0.01%
COM
LH
< 0.01%
COM NEW
RIG
< 0.01%
REG SHS
KMX
< 0.01%
COM
CNDT
< 0.01%
COM
CTL
< 0.01%
COM
CHH
< 0.01%
COM
ED
< 0.01%
COM
DISCK
< 0.01%
COM SER C
CPB
< 0.01%
COM
CAH
< 0.01%
COM
ETM
< 0.01%
CL A
OLN
< 0.01%
COM PAR $1
SPLK
< 0.01%
COM
FANG
< 0.01%
COM
PPL
< 0.01%
COM
NWSA
< 0.01%
CL A
AOS
< 0.01%
COM
TPR
< 0.01%
COM
CLNY
< 0.01%
CL A COM
TTWO
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
DTE
< 0.01%
COM
PRSP
< 0.01%
COM
SAGE
< 0.01%
COM
CMS
< 0.01%
COM
TCB
< 0.01%
COM
DEI
< 0.01%
COM
EQT
< 0.01%
COM
JBGS
< 0.01%
COM
ADS
< 0.01%
COM
Z
< 0.01%
CL C CAP STK
SIVB
< 0.01%
COM
DISH
< 0.01%
CL A
PBCT
< 0.01%
COM
KN
< 0.01%
COM
WPX
< 0.01%
COM
RJF
< 0.01%
COM
SIRI
< 0.01%
COM
KDP
< 0.01%
COM
XEL
< 0.01%
COM
JNPR
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
HRS
< 0.01%
COM
STX
< 0.01%
SHS
IDXX
< 0.01%
COM
REZI
< 0.01%
COM
INCY
< 0.01%
COM
PRGO
< 0.01%
SHS
NGVT
< 0.01%
COM
IQV
< 0.01%
COM
MYL
< 0.01%
SHS EURO
PHM
< 0.01%
COM
NVT
< 0.01%
SHS
HAS
< 0.01%
COM
ITT
< 0.01%
COM
HGV
< 0.01%
COM
HOLX
< 0.01%
COM
DISCA
< 0.01%
COM SER A
MNK
< 0.01%
SHS
HUBB
< 0.01%
COM
TROW
< 0.01%
COM
VAR
< 0.01%
COM
MUR
< 0.01%
COM
FL
< 0.01%
COM
ETRN
< 0.01%
COM
UE
< 0.01%
COM
CF
< 0.01%
COM
AVNS
< 0.01%
COM
M
< 0.01%
COM
OGS
< 0.01%
COM
ANET
< 0.01%
COM
SRCL
< 0.01%
COM
GNW
< 0.01%
COM CL A
FE
< 0.01%
COM
EXPD
< 0.01%
COM
BHF
< 0.01%
COM
BLD
< 0.01%
COM
TDG
< 0.01%
COM
TRCO
< 0.01%
CL A
FMC
< 0.01%
COM NEW
FII
< 0.01%
CL B
JWN
< 0.01%
COM
APA
< 0.01%
COM
GLIBA
< 0.01%
COM CLASS A
BR
< 0.01%
COM
ECA
< 0.01%
COM
VIAB
< 0.01%
CL B
CNX
< 0.01%
COM
VMC
< 0.01%
COM
CINF
< 0.01%
COM
PKG
< 0.01%
COM
SEE
< 0.01%
COM
LSXMA
< 0.01%
COM A SIRIUSXM
WDC
< 0.01%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
LBRDA
< 0.01%
COM SER A
LEN/B
< 0.01%
CL B
LE
< 0.01%
COM
PVH
< 0.01%
COM
ASIX
< 0.01%
COM
SAIC
< 0.01%
COM
OI
< 0.01%
COM NEW
ADNT
< 0.01%
ORD SHS
LOGM
< 0.01%
COM
CEIX
< 0.01%
COM
HOG
< 0.01%
COM
LTHM
< 0.01%
COM
GTX
< 0.01%
COM
AA
< 0.01%
COM
AVGR
< 0.01%
COM NEW
CTRA
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
PBI
< 0.01%
COM
SFM
< 0.01%
COM
NKTR
< 0.01%
COM
AGG
0.08%
CORE TOTUSBD ETF
VVC
0.04%
COM
MOG/A
0.02%
CL A
CEMB
0.02%
EM CRP BD ETF
FOXA
0.01%
CL A
SHPG
0.01%
SPONSORED ADR
PCG
< 0.01%
COM
DEO
< 0.01%
SPON ADR NEW
SCG
< 0.01%
COM
AIV
< 0.01%
CL A
QRTEA
< 0.01%
COM SER A
NFX
< 0.01%
COM
ANSS
< 0.01%
COM
EGL
< 0.01%
COM