SigFig Wealth Management, LLC

Q3 2022 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2022
Date filed
11/10/2022
Form type
13F-HR
Num holdings
97
Total value ($000)
$1,907,538
Net value change ($000)
-22,697 (-1.2%)
New positions
3
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2022 Next filing: 2/3/2023 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PDBC 38,304 152.0%
IVV 5,455 26.3%
USMV 4,246 466.1%
EAGG 3,019 187.9%
USXF 2,690 86.4%
EUSB 2,170 56.6%
USSG 2,003 222.8%
BCI 1,710 657.7%
IUSB 1,532 1.2%
ESML 1,374 79.4%
Top Reduces (Value $000, Stocks/ETFs)
GEM -22,440 -23.6%
IEMG -19,099 -27.0%
ITOT -15,168 -4.7%
GSLC -6,285 -4.4%
VXF -4,534 -5.6%
GSIE -3,650 -3.6%
IEFA -2,787 -4.7%
LRGF -2,456 -3.3%
HDV -2,403 -56.4%
IJR -2,364 -3.6%
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