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Sigma Investment Counselors Inc

Portfolio Manager
Sigma Investment Counselors Inc
Performance
-1.25% (2026 Q1)
AUM (13F)
$1.89B
# of Holdings
194
Performance Rank
Allocation (Top 20)
68.16%

Sigma Investment Counselors Inc Holdings Map

Top 50 Sigma Investment Counselors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
20.25%586.9K$383.3M
-2.60%(-15.70K)
2025-Q1: 641.5K shares2025-Q2: 657.3K shares2025-Q3: 655.7K shares2025-Q4: 602.6K shares2026-Q1: 586.9K shares
$271.71(+174.46%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
7.64%2.26M$144.7M
+1.64%(+36.43K)
2025-Q1: 1.84M shares2025-Q2: 1.89M shares2025-Q3: 1.90M shares2025-Q4: 2.22M shares2026-Q1: 2.26M shares
$44.43(+58.96%)
2026-03-31
IJH
ISHARES TR
6.99%1.96M$132.2M
-3.79%(-77.22K)
2025-Q1: 2.00M shares2025-Q2: 2.06M shares2025-Q3: 2.05M shares2025-Q4: 2.04M shares2026-Q1: 1.96M shares
$37.92(+92.87%)
2026-03-31
IJR
ISHARES TR
3.66%556.9K$69.2M
-3.32%(-19.14K)
2025-Q1: 573.0K shares2025-Q2: 590.8K shares2025-Q3: 584.4K shares2025-Q4: 576.1K shares2026-Q1: 556.9K shares
$73.02(+85.28%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
2.35%822.2K$44.4M
+1.55%(+12.57K)
2025-Q1: 678.7K shares2025-Q2: 694.4K shares2025-Q3: 699.1K shares2025-Q4: 809.6K shares2026-Q1: 822.2K shares
$48.23(+24.27%)
2026-03-31
STIP
ISHARES TR
2.23%407.3K$42.1M
+1.71%(+6.86K)
2025-Q1: 380.5K shares2025-Q2: 387.8K shares2025-Q3: 392.4K shares2025-Q4: 400.5K shares2026-Q1: 407.3K shares
$102.73(+0.96%)
2026-03-31
SJNK
SPDR SERIES TRUST
2.19%1.66M$41.5M
+1.65%(+26.93K)
2025-Q1: 1.52M shares2025-Q2: 1.54M shares2025-Q3: 1.58M shares2025-Q4: 1.63M shares2026-Q1: 1.66M shares
$27.15(-7.81%)
2026-03-31
IBDX
ISHARES TR
2.02%1.51M$38.2M
+4.50%(+65.08K)
2025-Q1: 1.27M shares2025-Q2: 1.32M shares2025-Q3: 1.38M shares2025-Q4: 1.45M shares2026-Q1: 1.51M shares
$25.02(+0.62%)
2026-03-31
IBDW
ISHARES TR
2.01%1.82M$38.0M
+3.55%(+62.33K)
2025-Q1: 1.57M shares2025-Q2: 1.62M shares2025-Q3: 1.69M shares2025-Q4: 1.75M shares2026-Q1: 1.82M shares
$20.50(+1.70%)
2026-03-31
IWB
ISHARES TR
1.99%105.5K$37.6M
-2.78%(-3.01K)
2025-Q1: 106.4K shares2025-Q2: 111.6K shares2025-Q3: 109.7K shares2025-Q4: 108.5K shares2026-Q1: 105.5K shares
$162.93(+148.17%)
2026-03-31

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