Top 50 Sigma Investment Counselors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 20.25% | 586.9K | $383.3M | -2.60%(-15.70K) | $271.71(+174.46%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.64% | 2.26M | $144.7M | +1.64%(+36.43K) | $44.43(+58.96%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.99% | 1.96M | $132.2M | -3.79%(-77.22K) | $37.92(+92.87%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.66% | 556.9K | $69.2M | -3.32%(-19.14K) | $73.02(+85.28%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.35% | 822.2K | $44.4M | +1.55%(+12.57K) | $48.23(+24.27%) | 2026-03-31 | |
| STIP | ISHARES TR | 2.23% | 407.3K | $42.1M | +1.71%(+6.86K) | $102.73(+0.96%) | 2026-03-31 | |
| SJNK | SPDR SERIES TRUST | 2.19% | 1.66M | $41.5M | +1.65%(+26.93K) | $27.15(-7.81%) | 2026-03-31 | |
| IBDX | ISHARES TR | 2.02% | 1.51M | $38.2M | +4.50%(+65.08K) | $25.02(+0.62%) | 2026-03-31 | |
| IBDW | ISHARES TR | 2.01% | 1.82M | $38.0M | +3.55%(+62.33K) | $20.50(+1.70%) | 2026-03-31 | |
| IWB | ISHARES TR | 1.99% | 105.5K | $37.6M | -2.78%(-3.01K) | $162.93(+148.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.99% | +36.71% |
| Top 20 Holdings Unweighted | +8.30% | +27.01% |
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