Tarbox Family Office, Inc. Q2 2023 vs. Q3 2023: Analyzing Changes in Holdings

The second and third quarters of 2023 have brought about several changes in the holdings of the Tarbox Family Office, Inc. Across various issuers and investment options, the fund has seen both increases and decreases in shares and value. In this article, we will delve into these changes and explore the implications they may have for the fund and its investors.

ISHARES TR: IVV, IJH, IEFA, IEMG, IWM

The Tarbox Family Office, Inc. holds various shares of ISHARES TR, including IVV, IJH, IEFA, IEMG, and IWM. While IVV and IJH experienced a slight decline in shares, IEFA and IEMG saw a significant decrease of 24.9% and 27.8% respectively. On the other hand, IWM only experienced a minor decrease of 6.2%. These changes in holdings can be attributed to various market factors and shifts in investment strategy.

VANGUARD INDEX FDS: VO, VTI, VV

The holdings of VANGUARD INDEX FDS have also undergone some changes. While VO and VV saw a decrease in shares, VTI remained relatively stable. The slight decline in shares is reflective of the overall performance of these funds during the respective quarters.

AMERICAN CENTY ETF TR: AVEM, AVDE, AVUV

The Tarbox Family Office, Inc. increased its holdings in AMERICAN CENTY ETF TR, with AVEM and AVDE experiencing significant gains of 255.8% and 294.2% respectively. AVUV also saw a substantial increase of 271%. These investments indicate a shift towards ETFs and a bullish stance on the performance of these particular funds.

Other Notable Holdings

Aside from the aforementioned issuers, the Tarbox Family Office, Inc. also holds shares in several other companies. Notable changes include a decrease in holdings in J P MORGAN EXCHANGE TRADED F and ISHARES TR. Conversely, ALPHABET INC and NVIDIA CORPORATION saw slight increases in holdings.

Implications and Conclusion

The changes in holdings for the Tarbox Family Office, Inc. during the second and third quarters of 2023 indicate a dynamic investment strategy. While some holdings experienced decreases, others saw substantial gains. These changes reflect the ever-evolving nature of the financial markets and the fund's efforts to adapt to market conditions.

It is important to note that analyzing these changes solely based on the provided data may not provide a complete understanding of the fund's investment strategy. Various external factors, such as market trends and economic conditions, can influence investment decisions.

In conclusion, the Tarbox Family Office, Inc. has made notable changes to its holdings during Q2 2023 and Q3 2023. While some holdings experienced decreases in shares, others saw significant increases. These changes highlight the fund's dynamic approach to investing and its ability to navigate changing market conditions. Investors should remain vigilant and consider these changes when evaluating their own investment portfolios.