TFO
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Tarbox Family Office’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tarbox Family Office’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-866
Closed -$33K – 607
2018
Q1 		$33K Hold
866
– – 0.01% 186
2017
Q4 		$33K Hold
866
– – 0.01% 190
2017
Q3 		$33K Hold
866
– – 0.01% 186
2017
Q2 		$32K Sell
866
-896
-51% -$33.1K 0.02% 171
2017
Q1 		$64K Hold
1,762
– – 0.03% 121
2016
Q4 		$62K Hold
1,762
– – 0.04% 102
2016
Q3 		$64K Hold
1,762
– – 0.04% 92
2016
Q2 		$62K Buy
1,762
+287
+19% +$10K 0.04% 94
2016
Q1 		$51K Buy
1,475
+749
+103% +$25.2K 0.04% 109
2015
Q4 		$25K Buy
+726
New +$25K 0.02% 135

Other funds holding AOM

TA
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BlackRock
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return