0001085146-19-000291.txt : 20190201 0001085146-19-000291.hdr.sgml : 20190201 20190201074818 ACCESSION NUMBER: 0001085146-19-000291 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190201 DATE AS OF CHANGE: 20190201 EFFECTIVENESS DATE: 20190201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SIGMA INVESTMENT COUNSELORS INC CENTRAL INDEX KEY: 0001085163 IRS NUMBER: 382257820 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04089 FILM NUMBER: 19557729 BUSINESS ADDRESS: STREET 1: 186 E MAIN ST STREET 2: SUITE 200 CITY: NORTHVILLE STATE: MI ZIP: 48167 BUSINESS PHONE: 2482230122 MAIL ADDRESS: STREET 1: 186 E MAIN ST STREET 2: SUITE 200 CITY: NORTHVILLE STATE: MI ZIP: 48167 FORMER COMPANY: FORMER CONFORMED NAME: SIGMA MANAGEMENT SERVICES INC DATE OF NAME CHANGE: 19990427 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001085163 XXXXXXXX 12-31-2018 12-31-2018 false SIGMA INVESTMENT COUNSELORS INC

186 E MAIN ST SUITE 200 NORTHVILLE MI 48167

13F HOLDINGS REPORT 028-04089 N Robert M. Bilkie, Jr. CFA 248-223-0122 /s/ Robert M. Bilkie, Jr. Southfield MI 01-30-2019 0 145 718564 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 3584 18812 SH SOLE 18812 0 0 ABBOTT LABS COM 002824100 268 3703 SH SOLE 3703 0 0 ABBVIE INC COM 00287Y109 4009 43485 SH SOLE 43485 0 0 ALIGN TECHNOLOGY INC COM 016255101 1152 5500 SH SOLE 5500 0 0 ALLERGAN PLC SHS G0177J108 207 1548 SH SOLE 29 0 1519 ALPHABET INC CAP STK CL C 02079K107 236 228 SH SOLE 228 0 0 ALPHABET INC CAP STK CL A 02079K305 315 301 SH SOLE 301 0 0 AMAZON COM INC COM 023135106 8207 5464 SH SOLE 5464 0 0 AMERICAN EXPRESS CO COM 025816109 353 3705 SH SOLE 3705 0 0 AMERISOURCEBERGEN CORP COM 03073E105 1011 13586 SH SOLE 13586 0 0 ANADARKO PETE CORP COM 032511107 1545 35231 SH SOLE 35231 0 0 APPLE INC COM 037833100 6552 41534 SH SOLE 41534 0 0 AT&T INC COM 00206R102 1839 64419 SH SOLE 64419 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 217 1655 SH SOLE 1655 0 0 BANK AMER CORP COM 060505104 213 8654 SH SOLE 8654 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1017 4979 SH SOLE 4979 0 0 BIOGEN INC COM 09062X103 307 1020 SH SOLE 70 0 950 BOEING CO COM 097023105 5728 17762 SH SOLE 17762 0 0 BP PLC SPONSORED ADR 055622104 274 7231 SH SOLE 7231 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 2475 47616 SH SOLE 47616 0 0 BROADCOM INC COM 11135F101 301 1183 SH SOLE 49 0 1134 CATERPILLAR INC DEL COM 149123101 3371 26528 SH SOLE 26528 0 0 CELGENE CORP COM 151020104 1588 24773 SH SOLE 24773 0 0 CHEVRON CORP NEW COM 166764100 2224 20443 SH SOLE 20443 0 0 CISCO SYS INC COM 17275R102 202 4662 SH SOLE 4662 0 0 COCA COLA CO COM 191216100 451 9524 SH SOLE 9524 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1663 26201 SH SOLE 26201 0 0 COMCAST CORP NEW CL A 20030N101 437 12832 SH SOLE 2894 0 9938 COSTCO WHSL CORP NEW COM 22160K105 3185 15634 SH SOLE 15634 0 0 CVS HEALTH CORP COM 126650100 2228 34007 SH SOLE 34007 0 0 DANAHER CORP DEL COM 235851102 3614 35042 SH SOLE 35042 0 0 DISNEY WALT CO COM DISNEY 254687106 352 3214 SH 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SH SOLE 4000 0 0 ISHARES GOLD TRUST ISHARES 464285105 4080 332006 SH SOLE 329446 0 2560 ISHARES INC CORE MSCI EMKT 46434G103 5671 120286 SH SOLE 119166 0 1120 ISHARES TR SELECT DIVID ETF 464287168 329 3685 SH SOLE 3685 0 0 ISHARES TR TIPS BD ETF 464287176 23422 213880 SH SOLE 212677 0 1203 ISHARES TR CORE S&P500 ETF 464287200 138596 550836 SH SOLE 545712 0 5124 ISHARES TR MSCI EMG MKT ETF 464287234 434 11121 SH SOLE 11121 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 458 3038 SH SOLE 3038 0 0 ISHARES TR S&P 500 VAL ETF 464287408 212 2095 SH SOLE 2095 0 0 ISHARES TR MSCI EAFE ETF 464287465 4340 73834 SH SOLE 73834 0 0 ISHARES TR RUS MID CAP ETF 464287499 7322 157534 SH SOLE 156094 0 1440 ISHARES TR CORE S&P MCP ETF 464287507 50261 302667 SH SOLE 301107 0 1560 ISHARES TR COHEN STEER REIT 464287564 1814 18953 SH SOLE 18863 0 90 ISHARES TR RUS 1000 VAL ETF 464287598 845 7609 SH SOLE 7609 0 0 ISHARES TR S&P MC 400GR ETF 464287606 302 1580 SH SOLE 1580 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1504 11488 SH SOLE 11488 0 0 ISHARES TR RUS 1000 ETF 464287622 14611 105347 SH SOLE 105347 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 202 1204 SH SOLE 1204 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 5189 38751 SH SOLE 38401 0 350 ISHARES TR S&P MC 400VL ETF 464287705 228 1645 SH SOLE 1645 0 0 ISHARES TR US TELECOM ETF 464287713 205 7765 SH SOLE 7765 0 0 ISHARES TR CORE S&P SCP ETF 464287804 37446 540196 SH SOLE 537586 0 2610 ISHARES TR S&P SML 600 GWT 464287887 263 1629 SH SOLE 1629 0 0 ISHARES TR SH TR CRPORT ETF 464288646 324 6265 SH SOLE 6265 0 0 ISHARES TR IBONDS SEP19 ETF 46429B564 268 10575 SH SOLE 10575 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 269 3191 SH SOLE 3191 0 0 ISHARES TR CORE MSCI EAFE 46432F842 7257 131941 SH SOLE 129826 0 2115 ISHARES TR IBONDS SEP2020 46434V571 388 15290 SH SOLE 15290 0 0 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 6173 247135 SH SOLE 247135 0 0 ISHARES TR IBONDS DEC19 ETF 46434VAU4 5947 239795 SH SOLE 239795 0 0 ISHARES TR IBONDS DEC23 ETF 46434VAX8 5973 246936 SH SOLE 246936 0 0 ISHARES TR IBONDS DEC22 ETF 46434VBA7 6121 253267 SH SOLE 253267 0 0 ISHARES TR IBONDS DEC25 ETF 46434VBD1 5202 220420 SH SOLE 219420 0 1000 ISHARES TR IBONDS DEC24 ETF 46434VBG4 5554 232405 SH SOLE 232405 0 0 ISHARES TR IBONDS DEC21 ETF 46434VBK5 6120 251236 SH SOLE 251236 0 0 ISHARES TR CORE MSCI INTL 46435G326 4221 86400 SH SOLE 86400 0 0 ISHARES US ETF TR SHT MAT BD ETF 46431W507 499 10000 SH SOLE 10000 0 0 JOHNSON & JOHNSON COM 478160104 1095 8486 SH SOLE 8486 0 0 JPMORGAN CHASE & CO COM 46625H100 5977 61232 SH SOLE 61232 0 0 KIMBERLY CLARK CORP COM 494368103 293 2570 SH SOLE 2570 0 0 LENNOX INTL INC COM 526107107 2024 9247 SH SOLE 9247 0 0 LILLY ELI & CO COM 532457108 218 1882 SH SOLE 1882 0 0 LINCOLN ELEC HLDGS INC COM 533900106 315 4000 SH SOLE 4000 0 0 LOWES COS INC COM 548661107 3964 42924 SH SOLE 42924 0 0 MERCK & CO INC COM 58933Y105 200 2621 SH SOLE 2621 0 0 MICROSOFT CORP COM 594918104 6844 67384 SH SOLE 66884 0 500 NATIONAL OILWELL VARCO INC COM 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SH SOLE 7751 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 255 10843 SH SOLE 10843 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 707 24952 SH SOLE 24952 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 300 3473 SH SOLE 3473 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 902 15737 SH SOLE 15737 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 324 13584 SH SOLE 13584 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 286 4615 SH SOLE 4615 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1562 23308 SH SOLE 23308 0 0 SNAP ON INC COM 833034101 2488 17122 SH SOLE 17122 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5441 21772 SH SOLE 21772 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 756 2499 SH SOLE 2499 0 0 SPDR SER TR BLOOMBERG SRT TR 78468R408 24149 927718 SH SOLE 924068 0 3650 SPDR SERIES TRUST S&P METALS MNG 78464A755 211 8060 SH SOLE 8060 0 0 STERIS PLC SHS USD G84720104 208 1950 SH SOLE 1950 0 0 STRYKER CORP COM 863667101 7544 48127 SH SOLE 48127 0 0 SYNOPSYS INC COM 871607107 3742 44417 SH SOLE 44417 0 0 TJX COS INC NEW COM 872540109 3515 78576 SH SOLE 78576 0 0 ULTA BEAUTY INC COM 90384S303 2602 10626 SH SOLE 10626 0 0 UNITED PARCEL SERVICE INC CL B 911312106 9785 100332 SH SOLE 100332 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2484 23325 SH SOLE 23325 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5796 23266 SH SOLE 22919 0 347 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2798 12174 SH SOLE 10214 0 1960 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2619 35122 SH SOLE 34882 0 240 VANGUARD INDEX FDS MID CAP ETF 922908629 436 3158 SH SOLE 3158 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 366 2775 SH SOLE 2775 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7374 57780 SH SOLE 57780 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 20245 531362 SH SOLE 527917 0 3445 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 737 14430 SH SOLE 14430 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 25914 332492 SH SOLE 332242 0 250 VANGUARD SCOTTSDALE FDS INT-TERM CORP 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