SigFig Wealth Management, LLC

Q4 2020 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2020
Date filed
2/8/2021
Form type
13F-HR
Num holdings
72
Total value ($000)
$1,381,033
Net value change ($000)
+282,427 (25.7%)
New positions
6
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2020 Next filing: 5/12/2021 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 48,450 24.6%
ITOT 41,208 22.5%
VXF 31,585 23.8%
GSLC 25,824 23.3%
GEM 16,139 30.9%
GSIE 12,520 27.0%
IJR 10,332 45.5%
IEMG 9,917 26.9%
HYLB 9,470 26.5%
IEFA 9,226 25.0%
Top Reduces (Value $000, Stocks/ETFs)
SPYG -733 -100.0%
NEAR -554 -100.0%
MTUM -469 -100.0%
IYG -269 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type