SigFig Wealth Management, LLC

Q2 2023 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2023
Date filed
7/27/2023
Form type
13F-HR
Num holdings
105
Total value ($000)
$2,579,403
Net value change ($000)
+764,848 (42.2%)
New positions
9
Sold out positions
1
Turnover %
28.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/3/2023 Next filing: 11/13/2023 SEC filing

Snapshot: Change Analysis

Compared to Q1 2023
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)
ITOT 358,566 NEW
SPYM 123,943 NEW
IVV 93,197 NEW
IJR 78,362 NEW
VOO 36,901 NEW
SPTM 30,220 NEW
GSLC 11,361 7.2%
LRGF 6,481 7.7%
VXF 5,918 6.7%
AGG 3,335 1.3%
Top Reduces (Value $000, Stocks/ETFs)
MUB -5,624 -19.6%
SPAB -3,686 -9.7%
IEFA -2,302 -2.8%
SCHP -1,466 -56.2%
VONE -1,307 -4.6%
SPDW -1,081 -5.5%
SPEM -1,053 -5.5%
JMST -736 -8.0%
TIP -727 -17.1%
PDBC -559 -0.9%
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