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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
ABBVAbbvie Inc
Recent Activity
Increased 0.03%
1.31%
$7.89M
44,399 shares@ $177.7 avg price
DEDeere & Co
Recent Activity
Increased 0.05%
0.47%
$2.797M
6,602 shares@ $423.71 avg price
USBUs Bancorp Del
Recent Activity
Increased 0.07%
0.4%
$2.375M
49,659 shares@ $47.84 avg price
IWFIshares Tr
Recent Activity
Increased 0.02%
0.37%
$2.188M
5,449 shares@ $401.61 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.03%
0.29%
$1.73M
42,285 shares@ $40.93 avg price
IUSBIshares Tr
Recent Activity
Increased 13.25%
0.26%
$1.553M
34,351 shares@ $45.21 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.37%
0.25%
$1.486M
11,069 shares@ $134.3 avg price
ESGUIshares Tr
Recent Activity
Increased 0.11%
0.19%
$1.139M
8,843 shares@ $128.82 avg price
IVEIshares Tr
Recent Activity
Increased 0.18%
0.19%
$1.107M
5,799 shares@ $190.88 avg price
IVWIshares Tr
Recent Activity
Increased 0.06%
0.17%
$985,067
9,702 shares@ $101.54 avg price