SigFig Wealth Management, LLC

Q4 2020 13F-HR Detailed 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)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 11/13/2020 Next filing: 5/12/2021 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
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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 Discretion Other Manager Sole Shared None