SigFig Wealth Management, LLC

Q1 2021 13F-HR Detailed 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)

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

Prev filing: 2/8/2021 Next filing: 8/10/2021 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 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 Discretion Other Manager Sole Shared None