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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
GILDGilead Sciences Inc
Recent Activity
Increased 0.34%
0.06%
$303,435
3,285 shares@ $92.37 avg price
DDDupont De Nemours Inc
Recent Activity
0.05%
$302,036
3,961 shares@ $76.26 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.05%
$297,321
522 shares@ $569.59 avg price
KMBKimberly-clark Corp
Recent Activity
0.05%
$288,029
2,198 shares@ $131.05 avg price
ESMLIshares Tr
Recent Activity
Increased 0.27%
0.05%
$281,516
6,695 shares@ $42.05 avg price
HDHome Depot Inc
Recent Activity
Increased 0.42%
0.05%
$280,659
722 shares@ $388.73 avg price
XJRIshares Tr
Recent Activity
Increased 0.3%
0.05%
$278,532
6,772 shares@ $41.13 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.66%
0.05%
$271,956
1,632 shares@ $166.64 avg price
ESGDIshares Tr
Recent Activity
Increased 0.63%
0.05%
$268,548
3,527 shares@ $76.15 avg price
ESGEIshares Inc
Recent Activity
Increased 0.77%
0.05%
$266,688
7,987 shares@ $33.4 avg price