0001532618-13-000008.txt : 20131114
0001532618-13-000008.hdr.sgml : 20131114
20131113175118
ACCESSION NUMBER: 0001532618-13-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130930
FILED AS OF DATE: 20131114
DATE AS OF CHANGE: 20131113
EFFECTIVENESS DATE: 20131114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sigma Investment Management Co
CENTRAL INDEX KEY: 0001532618
IRS NUMBER: 931092508
STATE OF INCORPORATION: OR
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14865
FILM NUMBER: 131215908
BUSINESS ADDRESS:
STREET 1: 121 SW MORRISON STREET
STREET 2: SUITE 800
CITY: PORTLAND
STATE: OR
ZIP: 97204
BUSINESS PHONE: (503) 419-3938
MAIL ADDRESS:
STREET 1: 121 SW MORRISON STREET
STREET 2: SUITE 800
CITY: PORTLAND
STATE: OR
ZIP: 97204
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001532618
XXXXXXXX
09-30-2013
09-30-2013
Sigma Investment Management Co
121 SW MORRISON STREET
SUITE 800
PORTLAND
OR
97204
13F HOLDINGS REPORT
028-14865
N
Jim Van Horn
Chief Compliance Officer
971-221-9781
Jim Van Horn
Portland
OR
11-13-2013
0
29
142525
false
INFORMATION TABLE
2
sigma_13f_2013q3.xml
International Business Machine
COM
459200101
7
40
SH
SOLE
40
0
0
International Business Machine
COM
459200101
207
1120
SH
OTR
0
0
1120
US Bancorp Del New
COM
902973304
255
6962
SH
SOLE
6962
0
0
US Bancorp Del New
COM
902973304
22
609
SH
OTR
0
0
609
SPDR Select Sector-Consumer Di
ETF
81369y407
6388
105356
SH
SOLE
103943
0
1413
SPDRs
ETF
78462F103
429
2554
SH
SOLE
2554
0
0
Vanguard Dividend Appreciation
ETF
921908844
18777
269748
SH
SOLE
268346
0
1402
Vanguard Large Cap ETF
ETF
922908637
276
3570
SH
SOLE
3570
0
0
iRussell 1000 Index
ETF
464287622
17367
184425
SH
SOLE
184425
0
0
iRussell 3000 Index
ETF
464287689
1562
15440
SH
SOLE
15440
0
0
iShares Kld 400 Social Index
ETF
464288570
498
7908
SH
SOLE
7908
0
0
iShares S&P 500
ETF
464287200
5543
32818
SH
SOLE
32646
0
172
Jm Smucker Co New
COM
832696405
1903
18118
SH
SOLE
18118
0
0
Keycorp - New
COM
493267108
118
10319
SH
SOLE
10319
0
0
Midcap SPDRs
ETF
78467y107
244
1076
SH
SOLE
1076
0
0
iRussell Mid Cap Value Index
ETF
464287473
24580
403550
SH
SOLE
402039
0
1511
Vanguard Ftse All World Ex-Us
ETF
922042775
1537
31617
SH
SOLE
31617
0
0
Vanguard Total World Stock Ind
ETF
922042742
818
14724
SH
SOLE
14724
0
0
iShares MSCI ACWI Index
ETF
464288257
3686
68368
SH
SOLE
67909
0
459
iShares MSCI Japan
ETF
464286848
9604
805687
SH
SOLE
802506
0
3181
iShares Tr MSCI Eafe Index Fd
ETF
464287465
14643
229513
SH
SOLE
228901
0
612
iShares Tr MSCI Eafe Index Fd
ETF
464287465
11
180
SH
OTR
0
0
180
SPDR Series Trust Nuvn Brcly M
ETF
78464a458
984
43061
SH
SOLE
43061
0
0
iShares S&P National Muni Bond
ETF
464288414
8031
76860
SH
SOLE
76860
0
0
SPDR Series Trust Brclys Intl
ETF
78464a516
903
15475
SH
SOLE
15475
0
0
iShares Barclays Aggregate Bon
ETF
464287226
23435
218610
SH
SOLE
217210
0
1400
Costco Wholesale
COM
22160k105
299
2597
SH
SOLE
2597
0
0
Paulson Capital Corp
COM
703797100
176
120000
SH
SOLE
120000
0
0
Wells Fargo & Co
COM
949746101
222
5384
SH
OTR
5384
0
0