SIGMA INVESTMENT COUNSELORS INC 13F Holdings
CIK 0001085163 · SOUTHFIELD, MI
As of Sep 30, 2025, SIGMA INVESTMENT COUNSELORS INC reported 198 positions worth
CIK 0001085163 · SOUTHFIELD, MI
As of Sep 30, 2025, SIGMA INVESTMENT COUNSELORS INC reported 198 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 655,738 | $438.9M | 22.78% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 2,053,286 | 34.0M | 6.95% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 1,903,335 | 14.0M | 5.92% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 584,435 | $69.4M | 3.60% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 392,366 | $40.6M | 2.10% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 1,583,785 | $40.5M | 2.10% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 109,677 | $40.1M | 2.08% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 699,076 | $37.9M | 1.97% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 1,633,897 | $36.2M | 1.88% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 1,690,613 | $35.9M | 1.86% |
| VANGUARD VALUE INDEX FUND | VTV | — | 190,801 | $35.6M | 1.85% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 1,380,127 | $35.4M | 1.83% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 1,485,226 | $34.9M | 1.81% |
| NVIDIA CORP | NVDA | Technology | 164,176 | $30.6M | 1.59% |
| ISHARES TR | IBDY | — | 1,167,169 | $30.6M | 1.59% |
| APPLE INC | AAPL | Technology | 120,048 | $30.6M | 1.59% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 1,193,474 | $30.5M | 1.58% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 1,229,199 | $29.9M | 1.55% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 1,175,926 | $28.6M | 1.48% |
| MICROSOFT CORP | MSFT | Technology | 50,526 | $26.2M | 1.36% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 270,667 | $26.1M | 1.36% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 252,335 | $22.0M | 1.14% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 834,570 | $21.0M | 1.09% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 63,557 | $20.9M | 1.08% |
| AMAZON.COM INC | AMZN | Equity | 79,025 | 7.4M | 0.90% |