SigFig Wealth Management, LLC

Q1 2023 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2023
Date filed
5/3/2023
Form type
13F-HR
Num holdings
97
Total value ($000)
$1,814,555
Net value change ($000)
-200,074 (-9.9%)
New positions
10
Sold out positions
19
Turnover %
31.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2023 Next filing: 7/27/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEA 33,864 145.7%
VONE 28,669 NEW
MUB 26,801 1413.6%
AGG 26,198 11.4%
SPAB 20,553 116.8%
IEFA 20,155 32.7%
VTEB 14,878 251.3%
IEMG 12,504 22.8%
VWO 12,266 107.9%
IUSB 11,548 8.7%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -315,562 -100.0%
IJR -69,832 -100.0%
SPTM -34,317 -100.0%
IVV -28,775 -100.0%
VOO -25,297 -100.0%
ESGU -11,696 -71.6%
FALN -3,214 -84.6%
EEMV -2,985 -100.0%
HDV -2,890 -100.0%
IJH -2,219 -100.0%
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