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Mary Sigler

@Tarbox Family Office, Inc.

Latest period2024 - Q4ReportedManaged Assets$606.287MTotal holdings107
Assets growth rate-0.64%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tarbox Family Office, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Tarbox Family Office, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 606.287M in assets, with a quarterly growth rate of -0.64% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Mary Sigler, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -0.77%
36.53%
$221.449M
376,180 shares@ $588.68 avg price
IJHIshares Tr
Recent Activity
Decreased -0.02%
11.6%
$70.284M
1.128M shares@ $62.32 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.65%
2.46%
$14.859M
284,548 shares@ $52.23 avg price
VVVanguard Index Fds
Recent Activity
Decreased -1.77%
2.2%
$13.338M
49,455 shares@ $269.71 avg price
AAPLApple Inc
Recent Activity
Decreased -2.47%
1.37%
$8.269M
33,019 shares@ $250.42 avg price
EFAIshares Tr
Recent Activity
Decreased -0.09%
0.99%
$5.988M
79,196 shares@ $75.62 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.29%
0.91%
$5.516M
19,033 shares@ $289.82 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.39%
0.64%
$3.855M
9,147 shares@ $421.49 avg price
QUALIshares Tr
Recent Activity
Decreased -0.89%
0.52%
$3.142M
17,642 shares@ $178.09 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.79%
0.42%
$2.532M
12,928 shares@ $195.83 avg price