SigFig Wealth Management, LLC

Q3 2023 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2023
Date filed
11/13/2023
Form type
13F-HR
Num holdings
108
Total value ($000)
$2,494,882
Net value change ($000)
-84,521 (-3.3%)
New positions
7
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/27/2023 Next filing: 2/8/2024 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IEFA 11,052 13.9%
PDBC 9,226 15.0%
PKW 6,345 NEW
SPYG 5,380 NEW
TFLO 4,497 NEW
TLT 2,992 NEW
EUSB 2,656 27.7%
EAGG 2,451 19.1%
USMV 2,059 93.4%
LQD 1,842 NEW
Top Reduces (Value $000, Stocks/ETFs)
EMB -22,800 -31.3%
ITOT -17,164 -4.8%
IVV -11,624 -12.5%
IWY -6,916 -100.0%
SPYM -5,147 -4.2%
SPAB -5,018 -14.6%
IJR -5,001 -6.4%
VEA -4,900 -8.5%
VXF -4,306 -4.6%
VGSH -4,296 -44.9%
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