Jim Van Horn

Latest statistics and disclosures from Sigma Investment Management's latest quarterly 13F-HR filing:

Sigma Investment Management portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
IWP iShares Russell Midcap Growth Idx. 16.92 NEW 282413 97.93 95.82
AGG iShares Lehman Aggregate Bond 16.10 236248 111.43 110.29
VIG Vanguard Dividend Appreciation ETF 14.63 297140 80.47 80.49
IWB iShares Russell 1000 Index 9.61 -5.00% 135651 115.85 114.60
EFA iShares MSCI EAFE Index Fund 9.19 +4.00% 234225 64.17 62.56
EWJ iShares MSCI Japan Index 6.64 +6.00% 865865 12.53 12.17
Fidelity Sch Str Tr adv intr instl 6.61 NEW 1020655 10.58 0.00
MUB iShares S&P; Natl AMTFr Mncpl Bd Fd 4.88 72136 110.60 109.49
Ishares Tr Msci Usa Momentum Factor 3.30 +3.00% 76763 70.29 0.00
Wstrn Asst Int Trm Mun I mutual fund 3.00 NEW 740740 6.62 0.00
IWV iShares Russell 3000 Index 1.44 +23.00% 18998 123.86 122.37
Sch Fnd Em Lg Etf schb fdt emk lg 1.39 NEW 96526 23.57 0.00
SJM J.M. Smucker Company 1.28 18118 115.74 110.22
VEU Vanguard FTSE All-World ex-US ETF 1.05 +19.00% 35087 48.74 47.62
TFI SPDR Nuveen Barclays Capital Municpl Bnd 0.65 -3.00% 44180 24.22 23.93
IVV iShares S&P; 500 Index 0.50 -57.00% 3934 207.93 205.96
BWX SPDR Barclays Capital Intl Tresy Bd ETF 0.47 -3.00% 14325 53.12 52.00
Ishares Msci Usa Quality Facto invalid 0.40 +40.00% 10331 63.60 0.00
ACWI iShares MSCI ACWI Index Fund 0.30 -50.00% 8238 59.97 58.94
DSI iShares FTSE KLD 400 Social Idx Fd 0.26 -9.00% 5497 77.31 76.29
COST Costco Wholesale Corporation 0.24 2597 151.33 148.30
WFC Wells Fargo & Company 0.23 6984 54.41 53.90
BND Vanguard Total Bond Market ETF 0.20 3909 83.40 82.52
MDY SPDR S&P; MidCap 400 ETF 0.18 1076 276.95 268.26
VV Vanguard Large-Cap ETF 0.13 -5.00% 2171 95.35 94.44
PXH PowerShares FTSE RAFI Emerging MarketETF 0.13 NEW 11198 18.49 17.96
VT Vanguard Total World Stock Idx Fd 0.13 -66.00% 3536 61.65 60.60
KEY Key 0.09 10319 14.15 14.07
Vbi Vaccines 0.04 24000 2.58 0.00