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CIK: 0001696957
Total reported value
$3.8B
$3.8B
118 檔
34.1%
At the close of Q3 2024, SigFig Wealth Management, LLC disclosed equity holdings valued at approximately $3.8B, spread across 118 reported holdings.
SigFig Wealth Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 7 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 15.91% | +0.71% | -3.01% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.70% | -0.76% | +3.77% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.70% | +0.21% | -5.87% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.75% | -0.33% | +6.03% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.66% | -0.14% | +0.67% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 4.20% | +0.23% | -3.17% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.18% | +0.01% | -1.21% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 4.16% | +0.33% | +2.26% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.37% | -0.09% | -3.80% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.98% | — | -9.89% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.93% | -0.20% | +7.17% | |
| 12 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.93% | -0.49% | +6.26% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.69% | +0.07% | -2.57% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.33% | -0.09% | +5.64% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.39% | -29.57% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.03% | -4.35% | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.11% | — | +3.14% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.03% | +0.01% | +12.06% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | — | -20.60% | |
| 20 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.91% | — | +26.94% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.88% | — | -4.10% | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.81% | — | +13.36% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | +0.18% | +1636.53% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | +0.05% | +3.82% | |
| 25 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.53% | — | +10.92% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.52% | -0.04% | +2.55% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | -0.01% | -4.44% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | -0.01% | -18.93% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.04% | +0.15% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.43% | -0.01% | -22.35% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | +0.24% | +38.49% | |
| 32 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.36% | — | +13.52% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -6.22% | |
| 34 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.33% | — | -25.11% | |
| 35 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.33% | — | +14.90% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.32% | +0.02% | -1.11% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.01% | -5.01% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | -0.01% | -2.63% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.30% | +0.01% | +1.39% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.30% | -0.13% | +2.29% | |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.27% | — | +0.82% | |
| 42 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.27% | -0.11% | EXIT | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | — | — | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.02% | -3.55% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.24% | +0.01% | -4.45% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.24% | +0.01% | -31.03% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.24% | -0.15% | +127.04% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | — | +4.19% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.22% | -0.01% | +0.07% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.21% | -0.02% | +7.64% |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 118 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 34.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWX
市值: $7.3M
Top Position Liquidated / Trimmed
SPYM
前期市值: $31.5M
During Q3 2024, SigFig Wealth Management, LLC's top holdings by market value included ITOT (15.9%)、AGG (10.7%)、GSLC (7.7%). The largest single position, ITOT, represented 15.9% of total portfolio value.
In Q3 2024, SigFig Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 16 holdings, and fully liquidating 7 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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