Tarbox Family Office, Inc.

Family Office

Position in AOA — iShares Core 80/20 Aggressive Allocation ETF

CIK 1599603 NEWPORT BEACH, CA

Position in AOA

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$466,607

-$5,642 QoQ

Shares Held

5,273

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$466,607	5,273	0.0%	Shares	Sole	2026-04-24
2025-12-31	$472,249	5,273	-1.9%	Shares	Sole	2026-01-21
2025-09-30	$473,840	5,376	+0.3%	Shares	Sole	2025-10-24
2025-06-30	$446,857	5,358	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$409,275	5,350	0.0%	Shares	Sole	2025-05-08
2024-12-31	$409,863	5,350	-11.5%	Shares	Sole	2025-01-17
2024-09-30	$477,168	6,047	+0.4%	Shares	Sole	2024-10-23
2024-06-30	$450,175	6,020	-0.5%	Shares	Sole	2024-07-17
2024-03-31	$444,653	6,053	+39.9%	Shares	Sole	2024-04-16
2023-12-31	$298,848	4,328	-35.7%	Shares	Sole	2024-02-08
2023-09-30	$427,478	6,733	-13.5%	Shares	Sole	2023-10-13
2023-06-30	$516,589	7,787	-1.3%	Shares	Sole	2023-07-20
2023-03-31	$501,852	7,892	-2.4%	Shares	Sole	2023-04-11
2022-12-31	$483,078	8,085	+65.3%	Shares	Sole	2023-01-25
2022-09-30	$271,150	4,890	-36.4%	Shares	Sole	2022-10-14
2022-06-30	$460,673	7,692	+56.8%	Shares	Sole	2022-07-19
2022-03-31	$338,288	4,907	-3.7%	Shares	Sole	2022-04-25
2021-12-31	$371,236	5,098	+6.8%	Shares	Sole	2022-01-06
2021-09-30	$333,342	4,775	-1.4%	Shares	Sole	2021-10-12
2021-06-30	$342,087	4,842	-1.4%	Shares	Sole	2021-07-16
2021-03-31	$328,626	4,910	0.0%	Shares	Sole	2021-04-27
2020-12-31	$315,123	4,910	+5.5%	Shares	Sole	2021-01-27
2020-09-30	$269,990	4,655	-44.7%	Shares	Sole	2020-10-22
2020-06-30	$462,254	8,423	+16.1%	Shares	Sole	2020-07-23
2020-03-31	$344,369	7,256	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.