SigFig Wealth Management, LLC

Q4 2021 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2021
Date filed
2/14/2022
Form type
13F-HR
Num holdings
82
Total value ($000)
$2,139,377
Net value change ($000)
+145,465 (7.3%)
New positions
3
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/13/2021 Next filing: 5/10/2022 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 37,288 11.3%
GSLC 22,718 14.7%
LRGF 11,717 14.6%
GSIE 9,702 8.9%
AGG 8,582 3.7%
IUSB 7,091 5.1%
VXF 6,555 4.7%
GEM 5,719 5.7%
IJR 4,329 9.9%
VOO 4,024 21.2%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -6,146 -100.0%
IGSB -1,808 -64.8%
SPEM -635 -2.7%
SPDW -467 -1.9%
SPAB -282 -1.4%
IWB -267 -7.0%
EMB -233 -1.6%
IXG -222 -16.3%
COMT -212 -12.9%
IXN -164 -9.6%
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