$2.14 Billion is the total value of SigFig Wealth Management, LLC's 82 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $39,520,000 | +0.1% | 739,575 | -0.7% | 1.85% | -6.7% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $12,947,000 | +1.4% | 121,988 | -1.5% | 0.60% | -5.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,749,000 | -1.0% | 52,184 | -4.0% | 0.55% | -7.7% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $3,930,000 | -2.5% | 126,586 | -4.5% | 0.18% | -8.9% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,567,000 | -7.0% | 14,713 | -7.2% | 0.17% | -13.0% |
| USRT | Sell | ISHARES TRcre u s reit etf | $3,087,000 | -1.2% | 50,593 | -5.0% | 0.14% | -8.3% |
| VLUE | Sell | ISHARES TRmsci usa value | $1,923,000 | -4.8% | 18,412 | -8.2% | 0.09% | -10.9% |
| ESGE | Sell | ISHARES INCesg awr msci em | $1,901,000 | -5.9% | 47,855 | -1.9% | 0.09% | -11.9% |
| IXN | Sell | ISHARES TRglobal tech etf | $1,545,000 | -9.6% | 24,618 | -18.4% | 0.07% | -16.3% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $1,436,000 | -12.9% | 42,103 | -8.4% | 0.07% | -19.3% |
| IXG | Sell | ISHARES TRglobal finls etf | $1,137,000 | -16.3% | 14,493 | -16.3% | 0.05% | -22.1% |
| IGSB | Sell | ISHARES TR | $981,000 | -64.8% | 18,393 | -64.0% | 0.05% | -67.1% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $252,000 | -27.4% | 9,848 | -26.4% | 0.01% | -29.4% |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -35,001 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 31 | Q2 2024 | 20.7% |
| ISHARES TR CORE MSCI EAFE | 31 | Q2 2024 | 7.8% |
| ISHARES INC CORE MSCI EMKT | 31 | Q2 2024 | 7.8% |
| VANGUARD INDEX FDS TOTAL STK MKT | 31 | Q2 2024 | 14.8% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 31 | Q2 2024 | 8.3% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 31 | Q2 2024 | 8.2% |
| ISHARES TR TIPS BD ETF | 31 | Q2 2024 | 10.9% |
| ISHARES TR JP MOR EM MK ETF | 31 | Q2 2024 | 3.9% |
| SCHWAB STRATEGIC TR US BRD MKT | 31 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR EMRG MKTEQ ETF | 31 | Q2 2024 | 3.1% |
View SigFig Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-09 |
| 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 |
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.