SigFig Wealth Management, LLC

Q2 2022 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2022
Date filed
8/11/2022
Form type
13F-HR
Num holdings
95
Total value ($000)
$1,930,235
Net value change ($000)
-151,526 (-7.3%)
New positions
15
Sold out positions
6
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/10/2022 Next filing: 11/10/2022 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
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)
USHY 57,290 NEW
EMB 52,549 393.4%
PDBC 25,205 NEW
IJR 19,463 41.5%
HDV 4,259 NEW
IVV 2,688 14.9%
EEMV 2,524 NEW
EAGG 1,607 NEW
ESGU 1,560 11.4%
EUSB 1,424 59.0%
Top Reduces (Value $000, Stocks/ETFs)
HYLB -73,836 -99.6%
VXF -61,431 -43.2%
PCY -56,982 -94.3%
ITOT -33,364 -9.4%
GSLC -26,998 -15.9%
LRGF -13,805 -15.5%
IUSB -12,693 -9.1%
GSIE -12,312 -10.9%
IVW -7,591 -100.0%
AGG -7,245 -3.1%
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