Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA INVESTMENT COUNSELORS INC | 07-25-2024 | 06-30-2024 | 191 | 1,598,165,074 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $353,205,204 | 645,442 | 0.02 | 0.02 | 14,856 | 2.36 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $118,068,762 | 2,017,580 | 0.01 | 0.01 | 46,980 | 2.38 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $90,074,655 | 1,822,636 | 0.01 | 0.01 | 42,936 | 2.41 | 06-30-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $63,462,296 | 594,996 | 0.00 | 0.00 | 8,958 | 1.53 | 06-30-2024 |
