$1.16 Billion is the total value of SIGMA INVESTMENT COUNSELORS INC's 174 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.