$1.89 Billion is the total value of SigFig Wealth Management, LLC's 81 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $6,114,000 | – | 97,088 | +100.0% | 0.32% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $3,725,000 | – | 35,327 | +100.0% | 0.20% | – |
| IXG | New | ISHARES TRglobal finls etf | $1,521,000 | – | 19,592 | +100.0% | 0.08% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $1,500,000 | – | 43,480 | +100.0% | 0.08% | – |
| USXF | New | ISHARES TResg msci usa etf | $469,000 | – | 12,907 | +100.0% | 0.02% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $447,000 | – | 17,158 | +100.0% | 0.02% | – |
| ESML | New | ISHARES TResg aware msci | $409,000 | – | 10,140 | +100.0% | 0.02% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $369,000 | – | 4,663 | +100.0% | 0.02% | – |
| DMXF | New | ISHARES TResg eafe etf | $281,000 | – | 4,145 | +100.0% | 0.02% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $210,000 | – | 2,538 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 28 | Q3 2023 | 20.7% |
| ISHARES TR CORE MSCI EAFE | 28 | Q3 2023 | 7.8% |
| ISHARES INC CORE MSCI EMKT | 28 | Q3 2023 | 7.8% |
| VANGUARD INDEX FDS TOTAL STK MKT | 28 | Q3 2023 | 14.8% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 28 | Q3 2023 | 8.3% |
| ISHARES TR TIPS BD ETF | 28 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 28 | Q3 2023 | 8.2% |
| ISHARES TR JP MOR EM MK ETF | 28 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR US BRD MKT | 28 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR EMRG MKTEQ ETF | 28 | Q3 2023 | 3.1% |
View SigFig Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
View SigFig Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.