$942 Million is the total value of SIGMA INVESTMENT COUNSELORS INC's 155 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $192,991,000 | +24.4% | 623,173 | +3.8% | 20.48% | +3.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $58,895,000 | +20.3% | 331,208 | -2.6% | 6.25% | +0.2% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSftse dev mkt etf | $58,239,000 | +5.4% | 1,501,403 | -9.4% | 6.18% | -12.2% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $44,573,000 | +18.5% | 652,703 | -2.6% | 4.73% | -1.3% |
| TIP | Buy | ISHARES TRtips bd etf | $32,032,000 | +10.6% | 260,425 | +6.0% | 3.40% | -7.9% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $24,790,000 | -10.6% | 983,718 | -16.4% | 2.63% | -25.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $23,961,000 | +23.0% | 604,922 | +4.1% | 2.54% | +2.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $23,448,000 | +2.1% | 283,666 | -2.3% | 2.49% | -15.0% |
| IWB | Buy | ISHARES TRrus 1000 etf | $20,334,000 | +23.0% | 118,443 | +1.4% | 2.16% | +2.5% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $18,374,000 | +10.5% | 233,230 | -0.8% | 1.95% | -8.0% |
| IBDN | Buy | ISHARES TRibonds dec22 etf | $14,700,000 | +11.9% | 572,448 | +8.0% | 1.56% | -6.8% |
| IBDM | Buy | ISHARES TRibonds dec21 etf | $14,471,000 | +9.1% | 575,396 | +6.9% | 1.54% | -9.2% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $14,275,000 | +23.2% | 529,104 | +14.0% | 1.52% | +2.6% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $14,235,000 | +18.5% | 540,032 | +11.1% | 1.51% | -1.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $14,185,000 | +47.9% | 264,647 | +19.1% | 1.51% | +23.2% |
| AMZN | Buy | AMAZON COM INC | $14,150,000 | +45.8% | 5,129 | +3.0% | 1.50% | +21.4% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $14,072,000 | +15.2% | 536,473 | +9.8% | 1.49% | -4.0% |
| AAPL | Buy | APPLE INC | $14,036,000 | +46.7% | 38,477 | +2.3% | 1.49% | +22.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $12,880,000 | +24.9% | 225,327 | +9.0% | 1.37% | +4.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $12,829,000 | +11.2% | 134,845 | +1.7% | 1.36% | -7.4% |
| MSFT | Buy | MICROSOFT CORP | $12,693,000 | +32.1% | 62,371 | +2.3% | 1.35% | +10.0% |
| IBDL | Sell | ISHARES TRibonds dec20 etf | $11,519,000 | -6.2% | 454,774 | -6.7% | 1.22% | -21.9% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $11,415,000 | +32.1% | 427,835 | +21.6% | 1.21% | +10.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $11,182,000 | +19.0% | 100,572 | +0.0% | 1.19% | -0.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $10,496,000 | +26.1% | 67,052 | +3.9% | 1.11% | +5.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $9,856,000 | +71.5% | 68,833 | +37.1% | 1.05% | +42.7% |
| IBDS | Buy | ISHARES TRibonds 27 etf | $9,019,000 | +86.6% | 334,534 | +69.6% | 0.96% | +55.4% |
| SYK | Buy | STRYKER CORPORATION | $8,397,000 | +11.4% | 46,600 | +2.9% | 0.89% | -7.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,580,000 | +20.1% | 76,112 | +7.4% | 0.80% | +0.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $7,021,000 | +21.9% | 23,804 | +3.1% | 0.74% | +1.5% |
| SNPS | Sell | SYNOPSYS INC | $6,945,000 | +51.4% | 35,616 | -0.0% | 0.74% | +26.0% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $6,441,000 | +17.8% | 379,129 | +4.5% | 0.68% | -1.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $6,304,000 | +19.5% | 20,443 | -0.1% | 0.67% | -0.4% |
| DHR | Buy | DANAHER CORPORATION | $6,104,000 | +30.2% | 34,518 | +1.9% | 0.65% | +8.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $6,107,000 | +10.6% | 64,930 | +5.9% | 0.65% | -8.0% |
| LOW | Buy | LOWES COS INC | $5,866,000 | +58.6% | 43,413 | +1.0% | 0.62% | +32.3% |
| FB | Buy | FACEBOOK INCcl a | $5,814,000 | +39.1% | 25,606 | +2.2% | 0.62% | +15.8% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $5,710,000 | – | 133,130 | +100.0% | 0.61% | – |
| ROP | Buy | ROPER TECHNOLOGIES INC | $5,676,000 | +35.2% | 14,619 | +8.6% | 0.60% | +12.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,075,000 | +10.9% | 16,736 | +4.3% | 0.54% | -7.5% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $4,624,000 | -13.4% | 42,691 | -26.1% | 0.49% | -27.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,551,000 | -4.9% | 95,615 | -19.1% | 0.48% | -20.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $4,498,000 | +13.6% | 76,493 | +7.6% | 0.48% | -5.5% |
| ABBV | Buy | ABBVIE INC | $4,468,000 | +41.4% | 45,510 | +9.8% | 0.47% | +17.6% |
| TJX | Buy | TJX COS INC NEW | $4,297,000 | +7.5% | 84,990 | +1.7% | 0.46% | -10.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $4,195,000 | +11.2% | 68,911 | -2.3% | 0.44% | -7.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,124,000 | +11.3% | 34,491 | +2.4% | 0.44% | -7.2% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $3,877,000 | +19.5% | 39,770 | -0.0% | 0.41% | -0.2% |
| DOCU | Buy | DOCUSIGN INC | $3,670,000 | +129.4% | 21,310 | +23.0% | 0.39% | +91.2% |
| CAT | Buy | CATERPILLAR INC DEL | $3,545,000 | +11.0% | 28,022 | +1.8% | 0.38% | -7.6% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $3,395,000 | +30.3% | 5,958 | +13.3% | 0.36% | +8.4% |
| BA | Buy | BOEING CO | $3,152,000 | +28.4% | 17,193 | +4.4% | 0.34% | +7.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,118,000 | +12.4% | 39,710 | +0.0% | 0.33% | -6.2% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $2,869,000 | +44.1% | 22,442 | +0.7% | 0.30% | +20.1% |
| HRL | Buy | HORMEL FOODS CORP | $2,770,000 | +5.6% | 57,377 | +2.0% | 0.29% | -12.0% |
| ADBE | Buy | ADOBE INC | $2,743,000 | +68.5% | 6,301 | +23.2% | 0.29% | +40.6% |
| GNTX | Buy | GENTEX CORP | $2,730,000 | +22.9% | 105,937 | +5.7% | 0.29% | +2.5% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,667,000 | +36.4% | 13,494 | +6.7% | 0.28% | +13.7% |
| LII | Buy | LENNOX INTL INC | $2,619,000 | +50.3% | 11,241 | +17.3% | 0.28% | +25.2% |
| SBUX | Buy | STARBUCKS CORP | $2,577,000 | +27.0% | 35,013 | +13.5% | 0.27% | +5.8% |
| SNA | Buy | SNAP ON INC | $2,526,000 | +34.9% | 18,236 | +6.0% | 0.27% | +12.1% |
| NVDA | Buy | NVIDIA CORPORATION | $2,514,000 | +55.3% | 6,618 | +7.8% | 0.27% | +29.6% |
| JETS | Sell | ETF SER SOLUTIONSus glb jets | $2,496,000 | +10.4% | 149,885 | -2.3% | 0.26% | -8.0% |
| NFLX | Buy | NETFLIX INC | $2,408,000 | +28.6% | 5,292 | +6.2% | 0.26% | +7.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,332,000 | +25.4% | 12,148 | -1.5% | 0.25% | +4.6% |
| PLD | Buy | PROLOGIS INC. | $2,323,000 | +43.7% | 24,890 | +23.7% | 0.25% | +19.9% |
| VOO | Sell | VANGUARD INDEX FDS | $2,303,000 | +17.9% | 8,126 | -1.5% | 0.24% | -2.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $2,286,000 | -6.0% | 150,725 | -13.7% | 0.24% | -21.6% |
| CVS | Buy | CVS HEALTH CORP | $2,257,000 | +12.6% | 34,740 | +2.8% | 0.24% | -6.2% |
| IDEV | Sell | ISHARES TRcore msci intl | $2,240,000 | -13.4% | 43,820 | -24.9% | 0.24% | -27.9% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,233,000 | +18.4% | 30,139 | -2.1% | 0.24% | -1.2% |
| T | Sell | AT&T INC | $2,062,000 | +3.5% | 68,212 | -0.2% | 0.22% | -13.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,882,000 | +56.8% | 7,602 | +20.6% | 0.20% | +30.7% |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,746,000 | – | 28,338 | +100.0% | 0.18% | – |
| ICF | Buy | ISHARES TRcohen steer reit | $1,639,000 | +10.6% | 16,244 | +0.4% | 0.17% | -7.9% |
| NUE | Buy | NUCOR CORP | $1,621,000 | +25.8% | 39,153 | +9.4% | 0.17% | +4.9% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $1,598,000 | +19.7% | 15,863 | +5.2% | 0.17% | 0.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,589,000 | +25.8% | 17,811 | +2.2% | 0.17% | +5.0% |
| XOM | Buy | EXXON MOBIL CORP | $1,521,000 | +23.1% | 34,002 | +4.5% | 0.16% | +1.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,207,000 | +97.5% | 22,293 | +93.0% | 0.13% | +64.1% |
| KEY | Sell | KEYCORP | $1,187,000 | -21.4% | 97,425 | -33.1% | 0.13% | -34.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $1,153,000 | +24.4% | 15,700 | +2.3% | 0.12% | +3.4% |
| PGR | Sell | PROGRESSIVE CORP OHIO | $1,121,000 | +2.7% | 13,990 | -5.4% | 0.12% | -14.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,065,000 | +68.0% | 28,125 | +28.9% | 0.11% | +39.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,020,000 | +10.3% | 7,253 | +2.8% | 0.11% | -8.5% |
| DTE | Sell | DTE ENERGY CO | $908,000 | +11.3% | 8,444 | -1.7% | 0.10% | -7.7% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $891,000 | +57.7% | 38,495 | +41.9% | 0.10% | +31.9% |
| IBML | Buy | ISHARES TRibonds dec2023 | $896,000 | +47.9% | 34,140 | +44.4% | 0.10% | +23.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $860,000 | +10.0% | 7,634 | -3.2% | 0.09% | -9.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $807,000 | +22.8% | 2,487 | -0.5% | 0.09% | +2.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $783,000 | +24.7% | 4,780 | +0.2% | 0.08% | +3.8% |
| INTC | Buy | INTEL CORP | $773,000 | +16.8% | 12,917 | +5.6% | 0.08% | -2.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $697,000 | +26.5% | 4,786 | +0.2% | 0.07% | +5.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $687,000 | -11.4% | 23,093 | -23.0% | 0.07% | -26.3% |
| IBMI | Sell | ISHARES TRibonds sep2020 | $639,000 | -9.7% | 25,081 | -10.1% | 0.07% | -24.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $623,000 | +8.9% | 11,831 | -12.8% | 0.07% | -9.6% |
| SUB | New | ISHARES TRshrt nat mun etf | $611,000 | – | 5,665 | +100.0% | 0.06% | – |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $590,000 | +11.7% | 9,024 | -12.0% | 0.06% | -6.0% |
| IVW | ISHARES TRs&p 500 grwt etf | $571,000 | +25.8% | 2,753 | 0.0% | 0.06% | +5.2% | |
| HDV | Buy | ISHARES TRcore high dv etf | $565,000 | +169.0% | 6,966 | +137.3% | 0.06% | +122.2% |
| HD | Buy | HOME DEPOT INC | $566,000 | +40.4% | 2,257 | +4.5% | 0.06% | +17.6% |
| IBMK | ISHARES TRibonds dec2022 | $560,000 | +1.6% | 21,190 | 0.0% | 0.06% | -15.7% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $555,000 | -5.8% | 3,108 | -3.5% | 0.06% | -21.3% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $536,000 | +165.3% | 4,951 | +136.2% | 0.06% | +119.2% |
| MMM | Sell | 3M CO | $526,000 | -1.9% | 3,370 | -14.2% | 0.06% | -17.6% |
| PEP | Buy | PEPSICO INC | $514,000 | +11.5% | 3,883 | +1.1% | 0.06% | -6.8% |
| ESGD | New | ISHARES TResg msci eafe | $506,000 | – | 8,360 | +100.0% | 0.05% | – |
| DIS | Buy | DISNEY WALT CO | $502,000 | +31.8% | 4,506 | +14.3% | 0.05% | +8.2% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $490,000 | +25.0% | 12,264 | +6.8% | 0.05% | +4.0% |
| PFE | Sell | PFIZER INC | $480,000 | -1.6% | 14,691 | -1.7% | 0.05% | -17.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $475,000 | +53.2% | 335 | +25.5% | 0.05% | +25.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $455,000 | +16.7% | 4,350 | -10.3% | 0.05% | -4.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $440,000 | +12.8% | 11,281 | -0.6% | 0.05% | -6.0% |
| TSLA | Sell | TESLA INC | $445,000 | +41.7% | 412 | -31.3% | 0.05% | +17.5% |
| DUK | Sell | DUKE ENERGY CORP NEW | $405,000 | -1.2% | 5,066 | -0.1% | 0.04% | -17.3% |
| KMB | Buy | KIMBERLY CLARK CORP | $399,000 | +27.9% | 2,823 | +15.7% | 0.04% | +5.0% |
| IJK | ISHARES TRs&p mc 400gr etf | $394,000 | +25.5% | 1,757 | 0.0% | 0.04% | +5.0% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $350,000 | +7.0% | 960 | -0.5% | 0.04% | -11.9% |
| AXP | AMERICAN EXPRESS CO | $349,000 | +11.1% | 3,669 | 0.0% | 0.04% | -7.5% | |
| ABT | Buy | ABBOTT LABS | $349,000 | +18.7% | 3,820 | +2.7% | 0.04% | 0.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $342,000 | +16.7% | 242 | -4.0% | 0.04% | -2.7% |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $337,000 | – | 1,686 | +100.0% | 0.04% | – |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $317,000 | +0.3% | 3,171 | -11.2% | 0.03% | -15.0% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $316,000 | +16.6% | 5,785 | +11.6% | 0.03% | -2.9% |
| LLY | LILLY ELI & CO | $307,000 | +18.1% | 1,871 | 0.0% | 0.03% | 0.0% | |
| MRK | Sell | MERCK & CO. INC | $310,000 | -6.9% | 4,005 | -7.5% | 0.03% | -21.4% |
| ORCL | Buy | ORACLE CORP | $302,000 | +21.8% | 5,473 | +6.8% | 0.03% | 0.0% |
| BAC | Buy | BK OF AMERICA CORP | $303,000 | +37.1% | 12,744 | +22.6% | 0.03% | +14.3% |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $285,000 | – | 980 | +100.0% | 0.03% | – |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $276,000 | -1.4% | 11,320 | -16.3% | 0.03% | -19.4% |
| IBMJ | Buy | ISHARES TRibonds dec2021 | $277,000 | +23.1% | 10,685 | +20.9% | 0.03% | 0.0% |
| IJT | ISHARES TRs&p sml 600 gwt | $263,000 | +22.9% | 1,550 | 0.0% | 0.03% | +3.7% | |
| TGT | New | TARGET CORP | $256,000 | – | 2,130 | +100.0% | 0.03% | – |
| LECO | LINCOLN ELEC HLDGS INC | $253,000 | +22.2% | 3,000 | 0.0% | 0.03% | +3.8% | |
| SO | Buy | SOUTHERN CO | $255,000 | -3.8% | 4,911 | +0.2% | 0.03% | -20.6% |
| GLD | SPDR GOLD TR | $254,000 | +12.9% | 1,517 | 0.0% | 0.03% | -6.9% | |
| AVGO | Sell | BROADCOM INC | $250,000 | +13.6% | 791 | -14.7% | 0.03% | -3.6% |
| CSCO | Sell | CISCO SYS INC | $254,000 | +18.1% | 5,437 | -0.6% | 0.03% | 0.0% |
| IWO | New | ISHARES TRrus 2000 grw etf | $243,000 | – | 1,174 | +100.0% | 0.03% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $230,000 | – | 545 | +100.0% | 0.02% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $223,000 | – | 1,680 | +100.0% | 0.02% | – |
| TWTR | New | TWITTER INC | $214,000 | – | 7,192 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $216,000 | – | 1,071 | +100.0% | 0.02% | – |
| KO | COCA COLA CO | $214,000 | +0.9% | 4,790 | 0.0% | 0.02% | -14.8% | |
| HON | Sell | HONEYWELL INTL INC | $203,000 | +1.5% | 1,402 | -6.3% | 0.02% | -12.0% |
| IBMN | New | ISHARES TRibonds dec 25 | $211,000 | – | 7,567 | +100.0% | 0.02% | – |
| ESGE | New | ISHARES INCesg msci em etf | $209,000 | – | 6,530 | +100.0% | 0.02% | – |
| DVY | New | ISHARES TRselect divid etf | $210,000 | – | 2,601 | +100.0% | 0.02% | – |
| RMTI | Buy | ROCKWELL MED INC | $201,000 | +12.9% | 102,834 | +18.4% | 0.02% | -8.7% |
| TEL | New | TE CONNECTIVITY LTD | $200,000 | – | 2,458 | +100.0% | 0.02% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $202,000 | – | 3,662 | +100.0% | 0.02% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $157,000 | – | 13,561 | +100.0% | 0.02% | – |
| F | Sell | FORD MTR CO DEL | $111,000 | +22.0% | 18,267 | -3.2% | 0.01% | 0.0% |
| QRTEA | New | QURATE RETAIL INC | $105,000 | – | 11,006 | +100.0% | 0.01% | – |
| GE | Sell | GENERAL ELECTRIC CO | $95,000 | -25.8% | 13,923 | -13.7% | 0.01% | -37.5% |
| RTN | Exit | RAYTHEON CO | $0 | – | -2,068 | -100.0% | -0.04% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -927 | -100.0% | -0.04% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -5,020 | -100.0% | -0.04% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -4,200 | -100.0% | -0.06% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -16,175 | -100.0% | -0.08% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -55,592 | -100.0% | -0.12% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -23,372 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 21.2% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 11.1% |
| ISHARES TR | 42 | Q3 2023 | 8.2% |
| ISHARES TR | 42 | Q3 2023 | 6.0% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 4.7% |
| ISHARES TR | 42 | Q3 2023 | 3.7% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 4.7% |
| VANGUARD WHITEHALL FDS INC | 42 | Q3 2023 | 3.4% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 4.4% |
View SIGMA INVESTMENT COUNSELORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-08 |
View SIGMA INVESTMENT COUNSELORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.