SIGMA INVESTMENT COUNSELORS INC
195 holdingsFiling period: 2026-03-31Current AUM: $2.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 586.9K | $383.3M | $440.3M | 21.22% | -15,696 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 2.26M | $144.7M | $159.4M | 7.68% | +36.4K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 1.96M | $132.2M | $147.4M | 7.10% | -77,219 | 2026-03-31 |
| 4 | IJR | ISHARES TR | 556.9K | $69.2M | $81.0M | 3.90% | -19,143 | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 822.2K | $44.4M | $48.3M | 2.33% | +12.6K | 2026-03-31 |
| 6 | STIP | ISHARES TR | 407.3K | $42.1M | $41.3M | 1.99% | +6.9K | 2026-03-31 |
| 7 | SJNK | SPDR SERIES TRUST | 1.66M | $41.5M | $41.2M | 1.99% | +26.9K | 2026-03-31 |
| 8 | IBDX | ISHARES TR | 1.51M | $38.2M | $37.6M | 1.81% | +65.1K | 2026-03-31 |
| 9 | IBDW | ISHARES TR | 1.82M | $38.0M | $37.4M | 1.80% | +62.3K | 2026-03-31 |
| 10 | IWB | ISHARES TR | 105.5K | $37.6M | $43.1M | 2.08% | -3,014 | 2026-03-31 |
| 11 | VTV | VANGUARD INDEX FDS | 188.6K | $37.0M | $41.5M | 2.00% | -4,308 | 2026-03-31 |
| 12 | IBDV | ISHARES TR | 1.64M | $36.0M | $35.5M | 1.71% | +19.5K | 2026-03-31 |
| 13 | IBDU | ISHARES TR | 1.54M | $35.9M | $35.6M | 1.72% | +28.5K | 2026-03-31 |
| 14 | IBDY | ISHARES TR | 1.39M | $35.8M | $35.1M | 1.69% | +98.6K | 2026-03-31 |
| 15 | IBDT | ISHARES TR | 1.28M | $32.4M | $32.2M | 1.55% | +29.3K | 2026-03-31 |
| 16 | IBDS | ISHARES TR | 1.30M | $31.4M | $31.4M | 1.51% | +18.6K | 2026-03-31 |
| 17 | IBDZ | ISHARES TR | 1.08M | $28.2M | $27.7M | 1.33% | +428.1K | 2026-03-31 |
| 18 | IBDR | ISHARES TR | 1.16M | $28.0M | $28.0M | 1.35% | -47,916 | 2026-03-31 |
| 19 | AAPL | APPLE INC | 109.9K | $27.9M | $34.0M | 1.64% | -7,953 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 149.1K | $26.0M | $29.9M | 1.44% | -11,768 | 2026-03-31 |
| 21 | IWR | ISHARES TR | 260.0K | $25.3M | $28.5M | 1.37% | -6,910 | 2026-03-31 |
| 22 | IEFA | ISHARES TR | 249.2K | $22.6M | $24.5M | 1.18% | -2,704 | 2026-03-31 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | 116.8K | $22.4M | $25.1M | 1.21% | +8.0K | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 50.7K | $18.8M | $23.6M | 1.14% | +516 | 2026-03-31 |
| 25 | VTI | VANGUARD INDEX FDS | 51.7K | $16.6M | $19.1M | 0.92% | -8,784 | 2026-03-31 |
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