SigFig Wealth Management, LLC

Q2 2020 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2020
Date filed
8/4/2020
Form type
13F-HR
Num holdings
63
Total value ($000)
$935,300
Net value change ($000)
+199,053 (27.0%)
New positions
11
Sold out positions
3
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2020 Next filing: 11/13/2020 SEC filing

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITOT 134,848 578.8%
VXF 113,857 38335.7%
GSLC 24,041 34.4%
AGG 16,169 10.6%
GEM 9,611 27.6%
GSIE 8,228 26.3%
IEMG 6,432 25.3%
PCY 6,419 26.3%
IEFA 5,851 22.0%
SPTM 4,606 30.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -83,613 -97.8%
IJH -57,081 -100.0%
IJR -28,183 -58.2%
IWM -905 -63.6%
IGIB -250 -100.0%
QUAL -204 -100.0%
VB -17 -3.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type