SigFig Wealth Management, LLC

Q2 2022 13F-HR Detailed 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)

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

Prev filing: 5/10/2022 Next filing: 11/10/2022 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 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.
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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