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CIK: 0001696957
Total reported value
$3.8B
$3.8B
124 檔
34.2%
As reported in its official Q4 2024 Form 13F filing, SigFig Wealth Management, LLC's tracked investment portfolio stood at $3.8B with 124 total positions.
In Q4 2024, SigFig Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 16.25% | +0.71% | -0.60% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.60% | -0.76% | +4.00% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.81% | +0.21% | -0.91% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.55% | -0.33% | +1.66% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.47% | -0.14% | +5.32% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 4.33% | +0.23% | -0.13% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.21% | +0.01% | -3.50% | |
| 8 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 3.81% | +0.33% | +2.27% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.14% | -0.09% | +4.04% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 3.04% | -0.49% | +8.51% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.94% | — | +0.14% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.92% | -0.20% | +2.50% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.48% | +0.07% | +2.55% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.28% | -0.09% | +2.69% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.03% | -0.61% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.39% | -22.95% | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.17% | — | +4.12% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.06% | +0.01% | +7.96% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | +0.18% | +28.44% | |
| 20 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.97% | — | +5.18% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | — | +3.72% | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.82% | — | +5.86% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.81% | — | -9.49% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.15% | +381.77% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.66% | +0.05% | +5.22% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.59% | +0.24% | +300.83% | |
| 27 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.55% | — | +14.50% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.53% | -0.04% | +5.64% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | -0.01% | -5.61% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.01% | +1.82% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | -0.01% | +3.13% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.04% | +2.73% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | -4.59% | |
| 34 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.35% | — | +7.00% | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.35% | — | +3.70% | |
| 36 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.34% | — | +5.87% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.33% | — | — | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.32% | +0.02% | +186.34% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.31% | +0.01% | -0.31% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.31% | -0.13% | +3.13% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.30% | -0.01% | +4.49% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.25% | -0.15% | +18.77% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.25% | +0.01% | +16.70% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | +0.01% | -22.54% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | +0.01% | +5.26% | |
| 46 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.25% | — | — | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.02% | +1.42% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | — | +133.46% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.22% | -0.01% | +3.04% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.21% | — | +6.30% |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 124 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 34.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWY
市值: $9.2M
Top Position Liquidated / Trimmed
IWX
前期市值: $7.3M
During Q4 2024, SigFig Wealth Management, LLC's top holdings by market value included ITOT (16.3%)、AGG (10.6%)、GSLC (7.8%). The largest single position, ITOT, represented 16.3% of total portfolio value.
In Q4 2024, SigFig Wealth Management, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 4 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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