0001532618-15-000004.txt : 20150514 0001532618-15-000004.hdr.sgml : 20150514 20150514154844 ACCESSION NUMBER: 0001532618-15-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 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: 15862625 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 03-31-2015 03-31-2015 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 05-14-2015 0 29 163461 false
INFORMATION TABLE 2 sigma_13f_1q2015inftable.xml Vanguard Dividend Appreciation ETF 921908844 23911 297140 SH SOLE 296739 0 401 Vanguard Large Cap ETF ETF 922908637 207 2171 SH SOLE 2171 0 0 iRussell 1000 Index ETF 464287622 15715 135651 SH SOLE 135651 0 0 iRussell 3000 Index ETF 464287689 2353 18998 SH SOLE 18998 0 0 iShares Kld 400 Social Index ETF 464288570 425 5497 SH SOLE 5497 0 0 iShares S&P 500 ETF 464287200 818 3934 SH SOLE 3934 0 0 iShares US Momentum ETF ETF 46432f396 5396 76763 SH SOLE 76008 0 755 iShares US Quality ETF ETF 46432f339 657 10331 SH SOLE 10331 0 0 Jm Smucker Co New COM 832696405 2097 18118 SH SOLE 18118 0 0 Keycorp - New COM 493267108 146 10319 SH SOLE 10319 0 0 Midcap SPDRs ETF 78467y107 298 1076 SH SOLE 1076 0 0 iRussell Midcap Growth ETF 464287481 27657 282413 SH SOLE 281954 0 459 Vanguard Ftse All World Ex-Us ETF 922042775 1710 35087 SH SOLE 35087 0 0 Vanguard Total World Stock Ind ETF 922042742 218 3536 SH SOLE 3536 0 0 iShares MSCI ACWI Index ETF 464288257 494 8238 SH SOLE 8238 0 0 iShares MSCI Japan ETF 464286848 10849 865865 SH SOLE 863367 0 2498 iShares Tr MSCI Eafe Index Fd ETF 464287465 15030 234225 SH SOLE 233837 0 388 PowerShares Fundmental Emergin ETF 73936t763 207 11198 SH SOLE 11198 0 0 Schwab Fundamental Emg Mkts ET ETF 808524730 2275 96526 SH SOLE 96526 0 0 Vanguard Total Bond Market ETF ETF 921937835 326 3909 SH SOLE 3909 0 0 Fidelity Advisor Interm Muni I ETF 31638r808 10799 1020655 SH SOLE 1020655 0 0 Western Asset Interm Muni I ETF 52469l843 4904 740740 SH SOLE 740740 0 0 SPDR Series Trust Nuvn Brcly M ETF 78464a458 1070 44180 SH SOLE 44180 0 0 iShares S&P National Muni Bond ETF 464288414 7978 72136 SH SOLE 72136 0 0 SPDR Series Trust Brclys Intl ETF 78464a516 761 14325 SH SOLE 14325 0 0 iShares Core U.S. Aggregate Bo ETF 464287226 26325 236248 SH SOLE 235174 0 1074 Costco Wholesale COM 22160k105 393 2597 SH SOLE 2597 0 0 VBI Vaccines Inc. COM 91790e102 62 24000 SH SOLE 24000 0 0 Wells Fargo & Co COM 949746101 380 6984 SH SOLE 6984 0 0