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CIK: 0001696957
Total reported value
$3.8B
$3.8B
127 檔
32.0%
In Q1 2024, SigFig Wealth Management, LLC's U.S. equity holdings reached a combined market value of $3.8B, distributed across 127 disclosed stock positions.
During Q1 2024, SigFig Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 32.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 15.32% | +0.71% | -0.05% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.98% | -0.76% | +1.32% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.64% | +0.21% | +0.70% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 5.99% | -0.33% | +6.60% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.30% | -0.14% | +2.28% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.08% | +0.01% | +0.57% | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 4.04% | +0.23% | +0.78% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.60% | -0.09% | -3.12% | |
| 9 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 3.58% | +0.33% | +3.85% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.16% | — | -2.90% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | — | -28.51% | |
| 12 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.77% | -0.49% | +10.53% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | +0.39% | -12.91% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.60% | -0.20% | +4.05% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.47% | +0.07% | -3.14% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.09% | -0.09% | +3.37% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.63% | — | -13.06% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.03% | -12.77% | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.95% | — | -7.76% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.92% | — | +9.93% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.79% | +0.01% | +16.03% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.73% | -0.01% | -17.61% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.01% | -9.46% | |
| 24 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.62% | — | +16.51% | |
| 25 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.61% | — | +12.07% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.60% | +0.05% | -2.79% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | +0.01% | -18.59% | |
| 28 | VONE | Vanguard Russell 1000 | ETF-Other | 0.58% | — | -28.24% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | -0.01% | -5.73% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.47% | -0.04% | +6.75% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | — | -19.55% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.42% | -0.04% | +1.09% | |
| 33 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.41% | — | +11.78% | |
| 34 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.39% | — | +12.17% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.36% | +0.01% | -12.60% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.34% | +0.02% | -6.08% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.29% | -0.01% | +2.56% | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.28% | — | -28.65% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.27% | -0.13% | -0.00% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.25% | +0.01% | — | |
| 41 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.25% | — | +11.88% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.02% | +4.38% | |
| 43 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.24% | — | +15.88% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.24% | — | -1.81% | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.22% | — | +19.75% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.21% | -0.01% | +5.25% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.21% | -0.01% | +6.20% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.21% | -0.02% | +8.30% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.20% | — | +7.10% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.20% | -0.01% | -7.06% |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 127 disclosed positions in Q1 2024.
During Q1 2024, SigFig Wealth Management, LLC's top holdings by market value included ITOT (15.3%)、AGG (10.0%)、GSLC (7.6%). The largest single position, ITOT, represented 15.3% of total portfolio value.
In Q1 2024, SigFig Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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