SigFig Wealth Management, LLC

Q1 2022 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2022
Date filed
5/10/2022
Form type
13F-HR
Num holdings
86
Total value ($000)
$2,081,761
Net value change ($000)
-57,616 (-2.7%)
New positions
7
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2022 Next filing: 8/11/2022 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVW 7,591 NEW
BIV 1,966 30.0%
INTF 1,653 124.9%
IJH 1,399 62.3%
VEA 1,281 6.2%
ESGU 1,218 9.7%
MDYV 1,190 NEW
PRF 1,015 54.2%
TLH 1,014 NEW
PXH 940 49.6%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -14,396 -3.9%
SPYG -10,416 -100.0%
AGG -9,217 -3.8%
GSLC -7,362 -4.1%
GEM -5,873 -5.5%
GSIE -5,775 -4.8%
IUSB -5,414 -3.7%
PCY -3,700 -5.8%
VXF -3,163 -2.2%
LRGF -2,940 -3.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type