0001532618-14-000002.txt : 20140213 0001532618-14-000002.hdr.sgml : 20140213 20140212192106 ACCESSION NUMBER: 0001532618-14-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140213 DATE AS OF CHANGE: 20140212 EFFECTIVENESS DATE: 20140213 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: 14602283 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 12-31-2013 12-31-2013 Sigma Investment Management Co

121 SW MORRISON STREET SUITE 800 PORTLAND OR 97204

13F HOLDINGS REPORT 028-14865 N Jim Van Horn 971-221-9781 Jim Van Horn Portland OR 02-12-2014 0 30 149953 false INFORMATION TABLE 2 sigma_13f_2013q4.xml International Business Machine COM 459200101 8 40 SH SOLE 40 0 0 International Business Machine COM 459200101 210 1120 SH OTR 0 0 1120 US Bancorp Del New COM 902973304 281 6962 SH SOLE 6962 0 0 US Bancorp Del New COM 902973304 25 609 SH OTR 0 0 609 SPDR Select Sector-Consumer Di ETF 81369y407 6942 103878 SH SOLE 103283 0 595 SPDRs ETF 78462F103 584 3163 SH SOLE 3163 0 0 Vanguard Dividend Appreciation ETF 921908844 20829 276840 SH SOLE 276840 0 0 iRussell 1000 Index ETF 464287622 18427 178612 SH SOLE 178612 0 0 iRussell 3000 Index ETF 464287689 1708 15440 SH SOLE 15440 0 0 iShares Kld 400 Social Index ETF 464288570 419 6067 SH SOLE 6067 0 0 iShares S&P 500 ETF 464287200 6042 32545 SH SOLE 32447 0 98 Jm Smucker Co New COM 832696405 1877 18118 SH SOLE 18118 0 0 Keycorp - New COM 493267108 138 10319 SH SOLE 10319 0 0 Midcap SPDRs ETF 78467y107 263 1076 SH SOLE 1076 0 0 iRussell Midcap Growth ETF 464287481 26859 318390 SH SOLE 318390 0 0 Vanguard Ftse All World Ex-Us ETF 922042775 1734 34173 SH SOLE 34173 0 0 Vanguard Total World Stock Ind ETF 922042742 875 14724 SH SOLE 14724 0 0 iShares MSCI ACWI Index ETF 464288257 3912 67897 SH SOLE 67642 0 255 iShares Tr MSCI Eafe Index Fd ETF 464287465 15404 229591 SH SOLE 229591 0 0 iShares Tr MSCI Eafe Index Fd ETF 464287465 12 180 SH OTR 0 0 180 Vanguard Emerging Markets Etf ETF 922042858 9796 238119 SH SOLE 238119 0 0 Vanguard Emerging Markets Etf ETF 922042858 93 2262 SH OTR 0 0 2262 Vanguard Total Bond Market ETF ETF 921937835 313 3909 SH SOLE 3909 0 0 SPDR Series Trust Nuvn Brcly M ETF 78464a458 971 43061 SH SOLE 43061 0 0 iShares S&P National Muni Bond ETF 464288414 7508 72369 SH SOLE 72369 0 0 SPDR Series Trust Brclys Intl ETF 78464a516 894 15475 SH SOLE 15475 0 0 iShares Barclays Aggregate Bon ETF 464287226 23189 217884 SH SOLE 217610 0 274 Bp Plc Spons Adr COM 055622104 210 4318 SH OTR 0 0 4318 Costco Wholesale COM 22160k105 309 2597 SH SOLE 2597 0 0 Paulson Capital Corp COM 703797100 121 120000 SH SOLE 120000 0 0