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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
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 1.12%
5.29%
$32.064M
545,400 shares@ $58.79 avg price
IEFAIshares Tr
Recent Activity
Increased 0.53%
4.44%
$26.909M
382,879 shares@ $70.28 avg price
IWMIshares Tr
Recent Activity
Increased 0.11%
4.13%
$25.006M
113,170 shares@ $220.97 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 0.93%
3.42%
$20.728M
214,729 shares@ $96.54 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 3.41%
3.16%
$19.108M
311,355 shares@ $61.37 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.08%
2.67%
$16.14M
61,105 shares@ $264.13 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.91%
2.06%
$12.435M
282,357 shares@ $44.05 avg price
IJRIshares Tr
Recent Activity
Increased 0.68%
1.9%
$11.459M
99,452 shares@ $115.23 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 147.92%
1.6%
$9.655M
209,571 shares@ $46.08 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.15%
1.44%
$8.703M
181,998 shares@ $47.83 avg price