$2.08 Billion is the total value of SigFig Wealth Management, LLC's 86 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUSB | Exit | ISHARES TResg awre 1 5 yr | $0 | – | -9,848 | -100.0% | -0.01% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -14,493 | -100.0% | -0.05% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -166,408 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.