Jim Van Horn

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

Companies in the Sigma Investment Management portfolio as of December 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 43.58 512496 -2% 106.49
iShares Russell 3000 Index (IWV) 18.09 154223 +2% 146.92
Ishares Tr Msci Usa Momentum Factor 12.97 162127 +7% 100.23
Vanguard Star Fd Intl Stk Idxf 7.51 199105 +6% 47.22
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 6.63 76187 +44% 109.03
iShares S&P; 1500 Index Fund (ISI) 3.02 66544 NEW 56.76
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 2.40 62452 +209% 48.12
Ishares Core Intl Stock Etf core 1.31 31236 NEW 52.54
J.M. Smucker Company (SJM) 1.26 16842 -7% 93.52
iShares Lehman Short Treasury Bond (SHV) 0.53 6014 -6% 110.24
Ishares Msci Usa Quality Facto invalid 0.49 8038 76.76
Vanguard High Dividend Yield ETF (VYM) 0.36 5720 77.97
iShares Dow Jones Select Dividend (DVY) 0.35 4931 89.23
Itm - Vaneck Vectors Amt Free Int Muni 0.30 7793 NEW 47.48
Vanguard Mun Bd Fd Inc tax-exempt bd 0.26 6471 51.00
SPDR S&P; MidCap 400 ETF (MDY) 0.23 958 302.71
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.23 10189 -5% 28.76
iShares S&P; 500 Index (IVV) 0.20 985 251.78
Ishares Inc core msci emkt 0.16 4233 NEW 47.25
Key (KEY) 0.12 10319 14.83

Past 13F-HR SEC Filings by Sigma Investment Management

View All Filings