Notify me when Sigma Investment Management Co files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2018 | 20 | $125,241,000 | +$12,927,307 | -$2,680,418 | +$10,246,889 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 07 Feb 2019, 12:44 |
| Q3 2018 | 19 | $122,882,000 | +$964,420 | -$1,092,761 | -$128,341 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 07 Nov 2018, 18:22 |
| Q2 2018 | 18 | $120,587,000 | +$3,302,229 | -$2,071,397 | +$1,230,832 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 06 Aug 2018, 17:32 |
| Q1 2018 | 16 | $119,092,000 | +$1,091,636 | -$2,073,011 | -$981,375 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 03 May 2018, 16:00 |
| Q4 2017 | 16 | $121,258,000 | +$2,079,867 | -$1,271,156 | +$808,711 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 06 Feb 2018, 20:16 |
| Q3 2017 | 15 | $117,178,000 | +$173,836 | -$1,457,135 | -$1,283,299 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 03 Nov 2017, 16:13 |
| Q2 2017 | 16 | $116,114,000 | +$1,761,059 | -$921,602 | +$839,457 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 14 Jul 2017, 15:17 |
| Q1 2017 | 16 | $112,807,000 | +$5,499,680 | -$11,231,050 | -$5,731,370 | AGG, IWV, MTUM, VXUS, MUB | 13F-HR | 04 May 2017, 15:27 |
| Q4 2016 | 16 | $115,103,000 | +$6,306,000 | -$6,665,195 | -$359,195 | AGG, IWV, MUB, MTUM, VXUS | 13F-HR | 09 Feb 2017, 14:31 |
| Q3 2016 | 15 | $117,625,000 | +$35,695 | -$2,328,361 | -$2,292,666 | AGG, IWV, MUB, MTUM, VXUS | 13F-HR | 31 Oct 2016, 14:37 |
| Q2 2016 | 15 | $118,804,000 | +$1,297,242 | -$5,189,866 | -$3,892,624 | AGG, IWV, MUB, MTUM, VXUS | 13F-HR | 02 Aug 2016, 19:47 |
| Q1 2016 | 16 | $120,040,000 | +$70,624,326 | -$115,259,474 | -$44,635,148 | AGG, IWV, MUB, VXUS, MTUM | Restatement | 02 Aug 2016, 20:00 |
| Q4 2015 | 26 | $162,769,000 | +$41,258,089 | -$35,580,050 | +$5,678,039 | AGG, IJH, VIG, IWB, EFA | 13F-HR | 09 Feb 2016, 14:52 |
| Q3 2015 | 27 | $153,403,000 | +$26,273,746 | -$30,208,805 | -$3,935,059 | IWP, AGG, VIG, IWB, EFA | 13F-HR | 12 Nov 2015, 15:25 |
| Q2 2015 | 28 | $163,680,000 | +$31,362,492 | -$29,562,062 | +$1,800,430 | IVW, AGG, VIG, IWB, EFA | 13F-HR | 29 Jul 2015, 21:49 |
| Q1 2015 | 29 | $163,461,000 | +$30,736,970 | -$31,152,441 | -$415,471 | IWP, AGG, VIG, IWB, EFA | 13F-HR | 14 May 2015, 15:48 |
| Q4 2014 | 29 | $161,156,000 | +$47,313,601 | -$28,625,313 | +$18,688,288 | IVW, AGG, VIG, IWB, EFA | 13F-HR | 13 Feb 2015, 18:53 |
| Q3 2014 | 28 | $140,922,000 | +$35,646,900 | -$39,119,189 | -$3,472,289 | IWD, AGG, VIG, IWB, EFA | 13F-HR | 16 Oct 2014, 14:13 |
| Q2 2014 | 28 | $145,857,000 | +$42,939,637 | -$42,466,069 | +$473,568 | IWS, AGG, VIG, IWB, EFA | 13F-HR | 14 Aug 2014, 21:53 |
| Q1 2014 | 29 | $142,284,000 | +$39,640,395 | -$48,087,581 | -$8,447,186 | VTI, AGG, VIG, IWB, EFA | 13F-HR | 14 May 2014, 20:08 |
| Q4 2013 | 26 | $149,953,000 | $0 | $0 | $0 | IWP, AGG, VIG, IWB, EFA | 13F-HR | 12 Feb 2014, 19:21 |