$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 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $12,452,000 | +3.3% | 56,874 | -3.8% | 0.66% | -11.2% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,314,000 | -54.2% | 4,891 | -55.6% | 0.07% | -60.8% |
| IXN | Sell | ISHARES TRglobal tech etf | $631,000 | -42.0% | 1,869 | -47.2% | 0.03% | -50.7% |
| MUB | Sell | ISHARES TRnational mun etf | $513,000 | -1.9% | 4,378 | -2.8% | 0.03% | -15.6% |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,417 | -100.0% | -0.02% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -1,650 | -100.0% | -0.03% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -17,152 | -100.0% | -0.04% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -15,277 | -100.0% | -0.12% | – |
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.