SigFig Wealth Management, LLC

Q4 2022 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2022
Date filed
2/3/2023
Form type
13F-HR
Num holdings
106
Total value ($000)
$2,014,629
Net value change ($000)
+107,091 (5.6%)
New positions
10
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2022 Next filing: 5/3/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GSIE 15,503 15.9%
GSLC 10,291 7.5%
ITOT 9,825 3.2%
VXF 8,914 11.7%
GEM 8,283 11.4%
IJR 5,857 9.2%
LRGF 5,754 7.9%
IEFA 5,168 9.1%
IUSB 4,407 3.4%
AGG 4,383 1.9%
Top Reduces (Value $000, Stocks/ETFs)
USMV -3,854 -74.7%
TIP -2,014 -24.8%
SPTM -860 -2.4%
BCI -740 -37.6%
SPDW -687 -3.2%
SCHB -683 -5.7%
PXH -457 -20.1%
SPEM -454 -2.2%
LQD -419 -100.0%
PDBC -353 -0.6%
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