SigFig Wealth Management, LLC

Q2 2021 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2021
Date filed
8/10/2021
Form type
13F-HR
Num holdings
81
Total value ($000)
$1,891,198
Net value change ($000)
+264,352 (16.2%)
New positions
10
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2021 Next filing: 10/13/2021 SEC filing

Snapshot: Change Analysis

Compared to Q1 2021
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)
ITOT 43,741 16.7%
VXF 31,457 17.8%
GSLC 29,940 18.5%
AGG 24,588 11.4%
IUSB 15,259 13.0%
GEM 11,498 14.6%
GSIE 10,956 16.0%
IEMG 7,271 13.5%
PCY 7,078 13.7%
IEFA 6,922 12.8%
Top Reduces (Value $000, Stocks/ETFs)
LQD -1,987 -100.0%
IJH -1,552 -54.2%
SPYV -650 -100.0%
IHI -545 -100.0%
IXN -457 -42.0%
USMV -236 -100.0%
MUB -10 -1.9%
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