Jim Van Horn

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

Portfolio Holdings for Sigma Investment Management

Companies in the Sigma Investment Management portfolio as of the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman Aggregate Bond (AGG) 43.6 $55M -2% 513k 106.49
iShares Russell 3000 Index (IWV) 18.1 $23M +2% 154k 146.92
Ishares Tr Msci Usa Momentum Factor (MTUM) 13.0 $16M +7% 162k 100.23
Vanguard Star Fd Intl Stk Idxf (VXUS) 7.5 $9.4M +6% 199k 47.22
iShares S&P Natl AMTFr Mncpl Bd (MUB) 6.6 $8.3M +44% 76k 109.03
iShares S&P 1500 Index Fund (ITOT) 3.0 $3.8M NEW 67k 56.76
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 2.4 $3.0M +209% 63k 48.12
Ishares Core Intl Stock Etf core (IXUS) 1.3 $1.6M NEW 31k 52.54
J.M. Smucker Company (SJM) 1.3 $1.6M -7% 17k 93.52
iShares Lehman Short Treasury Bond (SHV) 0.5 $663k -6% 6.0k 110.24
Ishares Msci Usa Quality Facto invalid (QUAL) 0.5 $617k 8.0k 76.76
Vanguard High Dividend Yield ETF (VYM) 0.4 $446k 5.7k 77.97
iShares Dow Jones Select Dividend (DVY) 0.3 $440k 4.9k 89.23
Itm - Vaneck Vectors Amt Free Int Muni (ITM) 0.3 $370k NEW 7.8k 47.48
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.3 $330k 6.5k 51.00
SPDR S&P MidCap 400 ETF (MDY) 0.2 $290k 958.00 302.71
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $293k -5% 10k 28.76
iShares S&P 500 Index (IVV) 0.2 $248k 985.00 251.78
Ishares Inc core msci emkt (IEMG) 0.2 $200k NEW 4.2k 47.25
Key (KEY) 0.1 $153k 10k 14.83

Past Filings by Sigma Investment Management

SEC 13F filings are viewable for Sigma Investment Management going back to 2011

View all past filings