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