SigFig Wealth Management, LLC

Q3 2021 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2021
Date filed
10/13/2021
Form type
13F-HR
Num holdings
80
Total value ($000)
$1,993,912
Net value change ($000)
+102,714 (5.4%)
New positions
2
Sold out positions
3
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2021 Next filing: 2/14/2022 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
LRGF 80,156 NEW
GSIE 29,894 37.6%
ITOT 26,137 8.6%
IEMG 14,657 24.0%
HYLB 12,053 19.6%
GEM 10,434 11.6%
IVV 7,057 72.1%
MTUM 5,279 608.9%
IUSB 5,211 3.9%
IEFA 3,783 6.2%
Top Reduces (Value $000, Stocks/ETFs)
VXF -69,046 -33.2%
GSLC -36,795 -19.2%
AGG -6,823 -2.8%
PKW -5,275 -100.0%
IJS -3,725 -100.0%
IGSB -1,728 -38.3%
GOVT -1,228 -19.1%
ESGE -957 -32.1%
VO -592 -36.7%
VTI -588 -4.7%
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