SigFig Wealth Management, LLC

Q1 2023 13F-HR Detailed 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)

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

Prev filing: 2/3/2023 Next filing: 7/27/2023 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 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 Discretion Other Manager Sole Shared None