SigFig Wealth Management, LLC

Q2 2021 13F-HR Detailed 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)

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

Prev filing: 5/12/2021 Next filing: 10/13/2021 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 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 Discretion Other Manager Sole Shared None