Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGMA INVESTMENT COUNSELORS INC | 04-25-2024 | 03-31-2024 | 194 | 1,552,629,451 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $331,518,044 | 630,586 | 0.02 | 0.02 | -15,845 | -2.45 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $119,694,235 | 1,970,600 | 0.01 | 0.01 | 1,580,456 | 405.10 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $89,287,564 | 1,779,700 | 0.01 | 0.01 | 13,786 | 0.78 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $64,768,967 | 586,038 | 0.00 | 0.00 | -444 | -0.08 | 03-31-2024 |
