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CIK: 0001696957
Total reported value
$3.8B
$3.8B
123 檔
32.5%
As reported in its official Q2 2024 Form 13F filing, SigFig Wealth Management, LLC's tracked investment portfolio stood at $3.8B with 123 total positions.
During Q2 2024, SigFig Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 16.12% | +0.71% | -0.35% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.21% | -0.76% | +0.73% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 8.05% | +0.21% | -0.24% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.31% | -0.33% | +3.76% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.40% | -0.14% | +1.37% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 4.27% | +0.23% | -0.28% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.07% | +0.01% | +1.02% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 3.87% | +0.33% | +1.01% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.37% | -0.09% | -6.65% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.14% | — | +0.40% | |
| 11 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.98% | -0.49% | +3.52% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.73% | -0.20% | +3.14% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.63% | +0.07% | +0.20% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.17% | -0.09% | +2.33% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.39% | -26.79% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.03% | -5.12% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | — | -24.11% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | — | -61.05% | |
| 19 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.06% | — | +8.39% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.93% | — | -7.78% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.91% | +0.01% | +13.92% | |
| 22 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.71% | — | +9.58% | |
| 23 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.71% | — | +13.11% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | +0.05% | +1.59% | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.56% | -0.01% | -26.86% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.01% | -22.47% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.54% | -0.01% | -6.36% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.50% | -0.04% | +5.55% | |
| 29 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.47% | — | +11.28% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.04% | +2.49% | |
| 31 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.42% | — | +12.18% | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.15% | +371.92% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +67.57% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.36% | +0.01% | -40.26% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | +0.02% | +3.63% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.01% | -7.33% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | -0.01% | +5.19% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | +0.24% | +63.35% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.30% | — | +11.34% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.29% | +0.01% | +6.55% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | -0.13% | +1.79% | |
| 42 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.28% | — | +14.61% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.27% | — | +29.82% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.27% | — | +5.71% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.02% | +2.29% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.25% | +0.01% | +63.71% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.25% | — | +8.48% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.22% | -0.02% | +12.35% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.22% | -0.01% | +2.28% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.22% | -0.01% | +5.79% |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 123 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 32.5% of total reported equity market value during Q2 2024.
During Q2 2024, SigFig Wealth Management, LLC's top holdings by market value included ITOT (16.1%)、AGG (10.2%)、GSLC (8.1%). The largest single position, ITOT, represented 16.1% of total portfolio value.
In Q2 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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