Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SIGMA INVESTMENT COUNSELORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 23, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR CORE S&P500 ETF (464287200)
|
565,454 |
$166,668k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
318,083 |
$61,791k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
569,807 |
$44,604k |
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
999,270 |
$27,210k |
|
ISHARES TR (464287176)
|
218,854 |
$25,275k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
306,612 |
$24,737k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
541,307 |
$23,022k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
104,867 |
$17,071k |
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
138,725 |
$16,181k |
|
ISHARES TR (46434VAQ3)
|
428,955 |
$10,870k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
120,040 |
$10,786k |
|
ISHARES TR (46434VBK5)
|
422,859 |
$10,542k |
|
UNITED PARCEL SERVIC (911312106)
|
100,232 |
$10,351k |
|
ISHARES TR (46434VBA7)
|
403,906 |
$10,191k |
|
Amazon.com Inc (023135106)
|
5,314 |
$10,063k |
|
STRYKER CORP (863667101)
|
47,789 |
$9,825k |
|
ISHARES TR (46434VAX8)
|
381,576 |
$9,696k |
|
ISHARES TR (46434VBG4)
|
363,145 |
$9,253k |
|
MICROSOFT CORP (594918104)
|
67,676 |
$9,066k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
58,731 |
$8,815k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
154,221 |
$8,616k |
|
ISHARES TR (46434VBD1)
|
334,785 |
$8,574k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
131,077 |
$8,048k |
|
Apple Inc (037833100)
|
40,548 |
$8,025k |
|
ISHARES TR (46434VAU4)
|
314,687 |
$7,826k |
|
JPMORGAN CHASE & CO (46625H100)
|
60,676 |
$6,784k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
128,312 |
$6,600k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
22,342 |
$6,546k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
40,992 |
$6,374k |
|
Boeing Co/The (097023105)
|
16,913 |
$6,156k |
|
UNITEDHEALTH GRP INC (91324P102)
|
23,435 |
$5,718k |
|
Synopsys Inc (871607107)
|
43,199 |
$5,559k |
|
Facebook Inc (30303M102)
|
28,216 |
$5,446k |
|
DANAHER CORP (235851102)
|
34,474 |
$4,927k |
|
ROPER TECHNOLOGIES (776696106)
|
13,433 |
$4,920k |
|
ISHARES (464287465)
|
73,083 |
$4,804k |
|
ISHARES TR (46435G326)
|
86,900 |
$4,763k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
322,494 |
$4,354k |
|
LOWES CO (548661107)
|
42,627 |
$4,301k |
|
TJX COMPANIES INC (872540109)
|
80,063 |
$4,234k |
|
COSTCO WHSL CORP (22160K105)
|
15,748 |
$4,162k |
|
ULTA BEAUTY INC (90384S303)
|
10,477 |
$3,634k |
|
Caterpillar Inc (149123101)
|
26,152 |
$3,564k |
|
PROCTER & GAMBLE CO (742718109)
|
31,594 |
$3,464k |
|
GALLAGHER ARTHUR J & CO (363576109)
|
38,592 |
$3,380k |
|
3M CO (88579Y101)
|
18,355 |
$3,182k |
|
ABBVIE INC (00287Y109)
|
43,596 |
$3,170k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
11,697 |
$3,148k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
35,845 |
$3,133k |
|
UNITED TECHNOLOGIES (913017109)
|
23,010 |
$2,996k |
|
SNAP-ON INC (833034101)
|
16,792 |
$2,781k |
|
Exxon Mobil Corp (30231G102)
|
35,823 |
$2,745k |
|
ANADARKO PETE (032511107)
|
37,622 |
$2,655k |
|
Chevron Corp (166764100)
|
21,152 |
$2,632k |
|
GOLDMAN SACHS GROUP (38141G104)
|
12,652 |
$2,589k |
|
LENNOX INTL INC (526107107)
|
9,287 |
$2,554k |
|
INTUITIVE SURGIC INC (46120E602)
|
4,445 |
$2,332k |
|
F5 NETWORKS INC (315616102)
|
15,484 |
$2,255k |
|
GENTEX CORP (371901109)
|
91,392 |
$2,249k |
|
SCHWAB STRATEGIC TR (808524201)
|
31,419 |
$2,205k |
|
CELGENE CORP (151020104)
|
23,826 |
$2,202k |
|
AT&T INC (00206R102)
|
65,673 |
$2,201k |
|
HORMEL FOODS CORP (440452100)
|
53,692 |
$2,177k |
|
Nucor Corp (670346105)
|
38,378 |
$2,115k |
|
ISHARES TR COHEN&ST RLTY (464287564)
|
17,910 |
$2,018k |
|
Bristol-Myers Squibb Co (110122108)
|
41,539 |
$1,884k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
11,722 |
$1,844k |
|
CVS HEALTH CORP (126650100)
|
33,523 |
$1,827k |
|
Netflix Inc (64110L106)
|
4,825 |
$1,772k |
|
SKYWORKS SOLUTIONS INC (83088m102)
|
22,254 |
$1,720k |
|
KINDER MORGAN INC (49456B101)
|
79,680 |
$1,664k |
|
PROGRESSIVE CORP (743315103)
|
17,376 |
$1,389k |
|
ALIGN TECHNOLOGY INC (016255101)
|
4,760 |
$1,303k |
|
JOHNSON & JOHNSON (478160104)
|
8,303 |
$1,156k |
|
ABC (03073E105)
|
13,241 |
$1,129k |
|
SCHWAB STRATEGIC TR (808524102)
|
15,791 |
$1,114k |
|
SELECT SECTOR SPDR (81369Y506)
|
16,397 |
$1,045k |
|
DTE ENERGY CO (233331107)
|
8,139 |
$1,041k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
8,179 |
$1,041k |
|
NVIDIA Corp (67066G104)
|
5,835 |
$958k |
|
ISHARES TR (46435GAA0)
|
37,550 |
$941k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
4,993 |
$932k |
|
SCHWAB STRATEGIC TR (808524805)
|
28,345 |
$910k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
2,499 |
$886k |
|
Schlumberger Ltd (806857108)
|
21,039 |
$836k |
|
Berkshire Hathaway, Inc. (084670702)
|
3,751 |
$800k |
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
12,306 |
$703k |
|
PFIZER INC (717081103)
|
15,692 |
$680k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
7,238 |
$671k |
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
9,033 |
$646k |
|
VANGUARD MUN BD FD INC (922907746)
|
11,150 |
$592k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
3,664 |
$574k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
3,038 |
$545k |
|
ISHARES (464287234)
|
12,686 |
$544k |
|
DISNEY WALT CO (254687106)
|
3,838 |
$536k |
|
COMCAST CORP (20030N101)
|
12,367 |
$523k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,068 |
$513k |
|
INTEL CORP (458140100)
|
10,186 |
$488k |
|
PEPSICO INC (713448108)
|
3,415 |
$448k |
|
ISHARES TR (46434V571)
|
17,290 |
$442k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
3,912 |
$434k |
|
American Express Co. (025816109)
|
3,455 |
$426k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
14,792 |
$408k |
|
DUKE ENERGY CORP (26441C204)
|
4,614 |
$407k |
|
HOME DEPOT INC (437076102)
|
1,892 |
$393k |
|
SELECT SECTOR SPDR (81369Y803)
|
4,765 |
$372k |
|
RAYTHEON (755111507)
|
2,113 |
$367k |
|
ISHARES (464287168)
|
3,601 |
$359k |
|
Bank of America Corp. (060505104)
|
12,339 |
$358k |
|
Lockheed Martin Corp (539830109)
|
965 |
$351k |
|
BROADCOM INC (11135F101)
|
1,198 |
$345k |
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
1,490 |
$337k |
|
SCHWAB STRATEGIC TR (808524706)
|
12,477 |
$327k |
|
ROCKWELL MED INC (774374102)
|
106,534 |
$321k |
|
ABBOTT LABS (002824100)
|
3,743 |
$315k |
|
CISCO SYSTEMS INC (17275R102)
|
5,689 |
$311k |
|
ORACLE CORP (68389X105)
|
5,363 |
$306k |
|
BP PLC (055622104)
|
7,231 |
$302k |
|
ISHARES (464287887)
|
1,652 |
$301k |
|
FS INVESTMENT CORPORATION (302635107)
|
48,886 |
$291k |
|
MERCK & CO INC (58933Y105)
|
3,472 |
$291k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,765 |
$288k |
|
ALPHABET INC (02079K305)
|
265 |
$287k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
3,021 |
$285k |
|
KIMBERLY CLARK CORP (494368103)
|
2,070 |
$276k |
|
ADP (053015103)
|
1,666 |
$275k |
|
L3 TECHNOLOGIES INC (502413107)
|
1,120 |
$275k |
|
SPDR SERIES TRUST (78464A755)
|
9,670 |
$274k |
|
COCA-COLA CO (191216100)
|
5,249 |
$267k |
|
ISHARES (464287705)
|
1,645 |
$262k |
|
HONEYWELL INTL INC (438516106)
|
1,497 |
$261k |
|
ALLERGAN PLC (G0177J108)
|
1,548 |
$259k |
|
FORD MOTOR CO (345370860)
|
25,282 |
$259k |
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
10,075 |
$256k |
|
Alphabet Inc (02079K107)
|
234 |
$253k |
|
LINCOLN ELEC HLDGS INC COM (533900106)
|
3,000 |
$247k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
2,095 |
$244k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,204 |
$242k |
|
BIOGEN INC (09062X103)
|
1,023 |
$239k |
|
Twitter Inc (90184L102)
|
6,744 |
$235k |
|
GENERAL ELECTRIC CO (369604103)
|
21,905 |
$230k |
|
ISHARES (464288646)
|
4,310 |
$230k |
|
SOUTHERN CO (842587107)
|
3,996 |
$221k |
|
LILLY ELI & CO (532457108)
|
1,914 |
$212k |
|
TE CONNECTIVITY (H84989104)
|
2,217 |
$212k |
|
O'REILLY AUTOMOTIVE (67103H107)
|
570 |
$211k |
|
STARBUCKS CORP (855244109)
|
2,516 |
$211k |
|
ISHARES (464287879)
|
1,374 |
$204k |
|
JPMORGAN CHASE & CO (46625H365)
|
8,090 |
$203k |
|
SPDR GOLD TR GOLD (78463V107)
|
1,517 |
$202k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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