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Mary Sigler

Tarbox Family Office, Inc.

Assets Managed
$615.761M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-0.93%(2Q avg: -4.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tarbox Family Office, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 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 2026 - Q1, they manage 615.761M in assets, with a quarterly growth rate of -0.93% and a 2-quarter average growth rate of -4.84%. The portfolio is managed by Mary Sigler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.65%
33.28%
$204.875M
313,643 shares@ $653.21 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -16.75%
9.13%
$56.187M
832,029 shares@ $67.53 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.25%
6.77%
$41.648M
516,850 shares@ $80.59 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Decreased -1.64%
4.58%
$28.145M
597,818 shares@ $47.08 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.2%
4.3%
$26.449M
292,154 shares@ $90.54 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -1.24%
4.08%
$25.094M
295,783 shares@ $84.84 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.32%
3.99%
$24.51M
221,869 shares@ $110.48 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -3.23%
3.52%
$21.645M
87,280 shares@ $248.01 avg price
AVTM
Avantis Total Equity Etf
Recent Activity
New Position
3.04%
$18.686M
397,466 shares@ $47.02 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -5.5%
2.35%
$14.431M
50,251 shares@ $287.19 avg price

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