SigFig Wealth Management, LLC

Q3 2020 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2020
Date filed
11/13/2020
Form type
13F-HR
Num holdings
70
Total value ($000)
$1,098,606
Net value change ($000)
+163,306 (17.5%)
New positions
7
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2020 Next filing: 2/8/2021 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AGG 28,807 17.1%
ITOT 24,933 15.8%
VXF 18,475 16.2%
GSLC 16,752 17.8%
GEM 7,744 17.4%
GSIE 6,873 17.4%
HYLB 5,258 17.2%
IEMG 4,990 15.7%
IEFA 4,518 13.9%
PCY 3,931 12.8%
Top Reduces (Value $000, Stocks/ETFs)
PXH -77 -9.0%
VV -24 -2.1%
VB -17 -3.9%
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