SigFig Wealth Management, LLC

Q1 2021 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2021
Date filed
5/12/2021
Form type
13F-HR
Num holdings
75
Total value ($000)
$1,626,846
Net value change ($000)
+245,813 (17.8%)
New positions
9
Sold out positions
6
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/8/2021 Next filing: 8/10/2021 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IUSB 116,910 14559.2%
ITOT 37,213 16.6%
GSLC 25,165 18.4%
VXF 12,058 7.3%
GEM 10,413 15.2%
HYLB 10,082 22.3%
GSIE 9,596 16.3%
IEFA 7,709 16.7%
PCY 7,664 17.5%
IEMG 7,147 15.3%
Top Reduces (Value $000, Stocks/ETFs)
AGG -30,675 -12.5%
VCSH -23,217 -100.0%
LQD -1,578 -44.3%
SHYG -1,369 -100.0%
MDYG -1,040 -100.0%
MDYV -890 -100.0%
USMV -372 -61.2%
IEF -333 -100.0%
TLT -310 -100.0%
MBB -280 -20.8%
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