Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SIGMA INVESTMENT COUNSELORS INC 07-21-2023 06-30-2023 191 1,361,418,532
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $288,120,928 646,431 0.02 0.02 19,228 3.07 06-30-2023
ISHARES TR CORE S&P MCP ETF 2 $102,014,759 390,144 0.01 0.01 6,323 1.65 06-30-2023
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3 $81,549,906 1,765,914 0.01 0.01 -25,016 -1.40 06-30-2023
ISHARES TR CORE S&P SCP ETF 4 $58,442,902 586,482 0.00 0.00 -35,127 -5.65 06-30-2023
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