SIGMA INVESTMENT COUNSELORS INC Diversified Active

CIK: 0001085163 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 4, 2021

Total Value ($000): $1,162,185 (100.0% shares, 0.0% debt)

Holdings (174)

IVV ISHARES TR 19.8%
Value ($000) $230,300 Shares 613,495 Est. Cost $279.52 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 6.7%
Value ($000) $77,591 Shares 1,643,524 Est. Cost $42.55 Unrealized
IJH ISHARES TR 6.7%
Value ($000) $77,529 Shares 337,330 Est. Cost $183.84 Unrealized
IJR ISHARES TR 4.7%
Value ($000) $54,119 Shares 588,885 Est. Cost $86.10 Unrealized
TIP ISHARES TR 3.3%
Value ($000) $38,149 Shares 298,859 Est. Cost $121.23 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.9%
Value ($000) $33,635 Shares 671,223 Est. Cost $45.60 Unrealized
SJNK SPDR SER TR 2.7%
Value ($000) $31,708 Shares 1,176,534 Est. Cost $27.93 Unrealized
IWB ISHARES TR 2.1%
Value ($000) $24,146 Shares 113,980 Est. Cost $156.90 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $23,715 Shares 284,868 Est. Cost $81.50 Unrealized
ISHARES TR 1.8%
Value ($000) $21,298 Shares 778,165 Est. Cost $26.46 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $19,581 Shares 147,571 Est. Cost $90.34 Unrealized +29.5%
ISHARES TR 1.7%
Value ($000) $19,562 Shares 735,979 Est. Cost $25.90 Unrealized
VYM VANGUARD WHITEHALL FDS 1.7%
Value ($000) $19,184 Shares 209,636 Est. Cost $71.72 Unrealized
IBDR ISHARES TR 1.6%
Value ($000) $18,935 Shares 698,661 Est. Cost $26.70 Unrealized
ISHARES TR 1.6%
Value ($000) $18,731 Shares 732,544 Est. Cost $25.25 Unrealized
ISHARES TR 1.6%
Value ($000) $18,659 Shares 710,294 Est. Cost $25.74 Unrealized
IWR ISHARES TR 1.5%
Value ($000) $17,686 Shares 258,004 Est. Cost $60.79 Unrealized
ISHARES TR 1.5%
Value ($000) $17,221 Shares 691,345 Est. Cost $24.81 Unrealized
IBDS ISHARES TR 1.3%
Value ($000) $15,355 Shares 556,930 Est. Cost $27.09 Unrealized
IEFA ISHARES TR 1.3%
Value ($000) $15,293 Shares 221,346 Est. Cost $63.20 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $14,234 Shares 146,536 Est. Cost $92.10 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $14,099 Shares 4,329 Est. Cost $87.07 Unrealized +83.3%
IWM ISHARES TR 1.1%
Value ($000) $13,275 Shares 67,708 Est. Cost $160.59 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $12,968 Shares 58,303 Est. Cost $113.32 Unrealized +81.8%
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $12,758 Shares 65,549 Est. Cost $148.50 Unrealized
SYK STRYKER CORPORATION 1.0%
Value ($000) $11,383 Shares 46,453 Est. Cost $161.53 Unrealized +32.8%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $10,047 Shares 59,664 Est. Cost $55.38 Unrealized +147.2%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $9,240 Shares 77,674 Est. Cost $116.02 Unrealized
IBDT ISHARES TR 0.8%
Value ($000) $8,932 Shares 302,261 Est. Cost $29.55 Unrealized
SNPS SYNOPSYS INC 0.7%
Value ($000) $8,703 Shares 33,571 Est. Cost $130.07 Unrealized +77.3%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $7,906 Shares 22,543 Est. Cost $170.50 Unrealized +80.8%
ISHARES GOLD TRUST 0.7%
Value ($000) $7,881 Shares 434,697 Est. Cost $15.72 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $7,856 Shares 61,823 Est. Cost $67.31 Unrealized +45.8%
DHR DANAHER CORPORATION 0.6%
Value ($000) $7,457 Shares 33,570 Est. Cost $108.37 Unrealized +80.9%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $7,185 Shares 19,218 Est. Cost $313.81 Unrealized
LOW LOWES COS INC 0.6%
Value ($000) $6,839 Shares 42,611 Est. Cost $91.86 Unrealized +61.2%
META FACEBOOK INC 0.6%
Value ($000) $6,707 Shares 24,554 Est. Cost $189.78 Unrealized +43.5%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $6,267 Shares 14,539 Est. Cost $264.49 Unrealized +50.6%
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $6,064 Shares 16,095 Est. Cost $233.20 Unrealized +49.0%
SHYG ISHARES TR 0.5%
Value ($000) $5,969 Shares 131,353 Est. Cost $44.01 Unrealized
IEMG ISHARES INC 0.5%
Value ($000) $5,780 Shares 93,164 Est. Cost $54.83 Unrealized
TJX TJX COS INC NEW 0.5%
Value ($000) $5,593 Shares 81,904 Est. Cost $44.99 Unrealized +25.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $4,943 Shares 27,159 Est. Cost $108.59 Unrealized +41.8%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $4,905 Shares 5,995 Est. Cost $201.64 Unrealized +23.1%
EFA ISHARES TR 0.4%
Value ($000) $4,890 Shares 67,021 Est. Cost $66.10 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $4,873 Shares 39,387 Est. Cost $71.83 Unrealized +49.9%
ABBV ABBVIE INC 0.4%
Value ($000) $4,727 Shares 44,111 Est. Cost $54.72 Unrealized +44.3%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $4,656 Shares 33,461 Est. Cost $89.41 Unrealized +37.7%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $4,553 Shares 73,402 Est. Cost $45.70 Unrealized +9.5%
PRF INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $4,261 Shares 31,989 Est. Cost $114.92 Unrealized
DOCU DOCUSIGN INC 0.4%
Value ($000) $4,225 Shares 19,008 Est. Cost $155.86 Unrealized +44.1%
SBUX STARBUCKS CORP 0.3%
Value ($000) $3,746 Shares 35,015 Est. Cost $77.28 Unrealized +10.2%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $3,559 Shares 41,906 Est. Cost $81.63 Unrealized
BA BOEING CO 0.3%
Value ($000) $3,542 Shares 16,547 Est. Cost $152.98 Unrealized +25.7%
GNTX GENTEX CORP 0.3%
Value ($000) $3,516 Shares 103,621 Est. Cost $26.33 Unrealized +17.1%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $3,481 Shares 13,199 Est. Cost $157.77 Unrealized +24.9%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $3,461 Shares 11,032 Est. Cost $280.89 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value ($000) $3,401 Shares 22,247 Est. Cost $74.80 Unrealized +71.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $3,283 Shares 6,564 Est. Cost $409.08 Unrealized +18.1%
JETS ETF SER SOLUTIONS 0.3%
Value ($000) $3,283 Shares 146,701 Est. Cost $18.49 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $3,178 Shares 6,086 Est. Cost $9.01 Unrealized +48.1%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $3,121 Shares 9,081 Est. Cost $238.11 Unrealized
SNA SNAP ON INC 0.3%
Value ($000) $3,016 Shares 17,624 Est. Cost $121.65 Unrealized +20.4%
IWF ISHARES TR 0.3%
Value ($000) $2,937 Shares 12,179 Est. Cost $138.61 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $2,921 Shares 53,256 Est. Cost $41.95 Unrealized +5.5%
PLD PROLOGIS INC. 0.2%
Value ($000) $2,750 Shares 27,590 Est. Cost $80.96 Unrealized +8.0%
NFLX NETFLIX INC 0.2%
Value ($000) $2,741 Shares 5,070 Est. Cost $40.67 Unrealized +24.7%
LII LENNOX INTL INC 0.2%
Value ($000) $2,674 Shares 9,762 Est. Cost $246.45 Unrealized +8.4%
HRL HORMEL FOODS CORP 0.2%
Value ($000) $2,620 Shares 56,203 Est. Cost $30.82 Unrealized +36.5%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $2,581 Shares 28,377 Est. Cost $67.44 Unrealized
URI UNITED RENTALS INC 0.2%
Value ($000) $2,514 Shares 10,840 Est. Cost $204.61 Unrealized 0.0%
IDEV ISHARES TR 0.2%
Value ($000) $2,332 Shares 37,835 Est. Cost $57.83 Unrealized
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,322 Shares 34,001 Est. Cost $48.16 Unrealized +14.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,052 Shares 28,692 Est. Cost $56.61 Unrealized +3.2%
NUE NUCOR CORP 0.2%
Value ($000) $1,981 Shares 37,249 Est. Cost $40.52 Unrealized +17.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,816 Shares 47,924 Est. Cost $44.96 Unrealized
ICF ISHARES TR 0.1%
Value ($000) $1,674 Shares 31,076 Est. Cost $61.81 Unrealized
ISHARES TR 0.1%
Value ($000) $1,635 Shares 62,440 Est. Cost $26.04 Unrealized
T AT&T INC 0.1%
Value ($000) $1,625 Shares 56,514 Est. Cost $13.19 Unrealized +16.6%
ISHARES TR 0.1%
Value ($000) $1,620 Shares 61,460 Est. Cost $26.30 Unrealized
KEY KEYCORP 0.1%
Value ($000) $1,609 Shares 98,066 Est. Cost $12.06 Unrealized -5.7%
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $1,577 Shares 16,129 Est. Cost $83.55 Unrealized +7.0%
TSLA TESLA INC 0.1%
Value ($000) $1,484 Shares 2,103 Est. Cost $105.66 Unrealized +61.5%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $1,445 Shares 105,735 Est. Cost $12.57 Unrealized -20.9%
SCHB SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,401 Shares 15,392 Est. Cost $64.38 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,228 Shares 14,544 Est. Cost $68.42 Unrealized -5.0%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $1,217 Shares 22,043 Est. Cost $55.21 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,196 Shares 7,597 Est. Cost $120.06 Unrealized +6.2%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $1,084 Shares 10,963 Est. Cost $80.60 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,077 Shares 36,530 Est. Cost $25.04 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1,059 Shares 5,120 Est. Cost $122.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,040 Shares 2,477 Est. Cost $282.18 Unrealized
ISHARES TR 0.1%
Value ($000) $1,005 Shares 37,101 Est. Cost $27.10 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,000 Shares 24,258 Est. Cost $45.58 Unrealized -33.4%
IWD ISHARES TR 0.1%
Value ($000) $986 Shares 7,212 Est. Cost $98.90 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $932 Shares 4,786 Est. Cost $116.11 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $925 Shares 5,106 Est. Cost $125.56 Unrealized +11.7%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $831 Shares 23,066 Est. Cost $32.44 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $798 Shares 3,441 Est. Cost $176.01 Unrealized +25.1%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $792 Shares 11,620 Est. Cost $54.25 Unrealized
ISHARES TR 0.1%
Value ($000) $763 Shares 27,070 Est. Cost $28.19 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $749 Shares 6,167 Est. Cost $66.61 Unrealized +33.2%
HD HOME DEPOT INC 0.1%
Value ($000) $735 Shares 2,766 Est. Cost $215.16 Unrealized +12.7%
IVE ISHARES TR 0.1%
Value ($000) $735 Shares 5,745 Est. Cost $116.05 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $714 Shares 8,023 Est. Cost $70.23 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $656 Shares 13,167 Est. Cost $38.39 Unrealized +14.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $655 Shares 374 Est. Cost $83.49 Unrealized 0.0%
EEM ISHARES TR 0.1%
Value ($000) $634 Shares 12,264 Est. Cost $45.49 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $612 Shares 5,665 Est. Cost $107.86 Unrealized
ESGD ISHARES TR 0.1%
Value ($000) $611 Shares 8,360 Est. Cost $73.09 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $577 Shares 11,012 Est. Cost $41.66 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $572 Shares 22,195 Est. Cost $25.84 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $572 Shares 15,527 Est. Cost $28.63 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $549 Shares 4,220 Est. Cost $80.04 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $542 Shares 3,652 Est. Cost $121.24 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $532 Shares 6,066 Est. Cost $83.11 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $525 Shares 8,192 Est. Cost $64.09 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $503 Shares 7,882 Est. Cost $63.82 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $489 Shares 1,704 Est. Cost $214.48 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $469 Shares 5,430 Est. Cost $86.37 Unrealized
MRK MERCK & CO. INC 0.0%
Value ($000) $452 Shares 5,526 Est. Cost $64.85 Unrealized 0.0%
IJK ISHARES TR 0.0%
Value ($000) $448 Shares 6,208 Est. Cost $72.16 Unrealized
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $444 Shares 1,658 Est. Cost $267.79 Unrealized
GOVT ISHARES TR 0.0%
Value ($000) $439 Shares 16,127 Est. Cost $27.22 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $426 Shares 3,527 Est. Cost $73.42 Unrealized +41.4%
GOOG ALPHABET INC 0.0%
Value ($000) $424 Shares 242 Est. Cost $83.74 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $421 Shares 2,383 Est. Cost $116.56 Unrealized +24.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $408 Shares 13,453 Est. Cost $23.66 Unrealized 0.0%
IBMO ISHARES TR 0.0%
Value ($000) $407 Shares 15,025 Est. Cost $27.09 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $404 Shares 3,690 Est. Cost $99.26 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $399 Shares 2,361 Est. Cost $106.95 Unrealized +32.2%
ORCL ORACLE CORP 0.0%
Value ($000) $392 Shares 6,064 Est. Cost $48.83 Unrealized +13.7%
MMM 3M CO 0.0%
Value ($000) $389 Shares 2,226 Est. Cost $65.95 Unrealized +78.2%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $381 Shares 2,823 Est. Cost $86.46 Unrealized +34.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $366 Shares 1,549 Est. Cost $229.44 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $363 Shares 1,023 Est. Cost $318.96 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $350 Shares 3,081 Est. Cost $94.30 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $350 Shares 3,821 Est. Cost $75.68 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $349 Shares 3,000 Est. Cost $109.53 Unrealized 0.0%
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $347 Shares 11,307 Est. Cost $30.69 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $335 Shares 5,705 Est. Cost $43.98 Unrealized 0.0%
AVGO BROADCOM INC 0.0%
Value ($000) $333 Shares 761 Est. Cost $34.82 Unrealized 0.0%
TWITTER INC 0.0%
Value ($000) $324 Shares 5,977 Est. Cost $54.21 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $308 Shares 7,334 Est. Cost $42.00 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $303 Shares 4,931 Est. Cost $49.52 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $293 Shares 1,156 Est. Cost $253.46 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $293 Shares 960 Est. Cost $263.53 Unrealized 0.0%
IJT ISHARES TR 0.0%
Value ($000) $292 Shares 2,556 Est. Cost $114.24 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $279 Shares 1,313 Est. Cost $163.73 Unrealized 0.0%
ETSY ETSY INC 0.0%
Value ($000) $276 Shares 1,549 Est. Cost $150.38 Unrealized 0.0%
IJS ISHARES TR 0.0%
Value ($000) $274 Shares 3,370 Est. Cost $81.31 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $271 Shares 1,517 Est. Cost $142.21 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $264 Shares 4,785 Est. Cost $82.19 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $264 Shares 5,891 Est. Cost $35.27 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $260 Shares 1,060 Est. Cost $259.08 Unrealized 0.0%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $249 Shares 4,000 Est. Cost $62.25 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $242 Shares 2,521 Est. Cost $95.99 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $241 Shares 2,591 Est. Cost $76.93 Unrealized 0.0%
XME SPDR SER TR 0.0%
Value ($000) $231 Shares 6,910 Est. Cost $33.43 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $231 Shares 1,400 Est. Cost $165.00 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $224 Shares 2,184 Est. Cost $102.56 Unrealized
WMT WALMART INC 0.0%
Value ($000) $224 Shares 1,556 Est. Cost $45.24 Unrealized 0.0%
IWS ISHARES TR 0.0%
Value ($000) $222 Shares 2,292 Est. Cost $96.86 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $221 Shares 2,868 Est. Cost $65.64 Unrealized 0.0%
IYZ ISHARES TR 0.0%
Value ($000) $219 Shares 7,235 Est. Cost $30.27 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $218 Shares 1,027 Est. Cost $212.27 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $210 Shares 915 Est. Cost $208.98 Unrealized -6.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $208 Shares 1,100 Est. Cost $164.87 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $208 Shares 1,719 Est. Cost $121.00 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $202 Shares 3,918 Est. Cost $45.61 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $201 Shares 445 Est. Cost $26.14 Unrealized +15.5%
CITRIX SYS INC 0.0%
Value ($000) $201 Shares 1,546 Est. Cost $130.01 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $146 Shares 16,632 Est. Cost $7.42 Unrealized -14.4%
ROCKWELL MED INC 0.0%
Value ($000) $124 Shares 122,834 Est. Cost $3.60 Unrealized