SigFig Wealth Management, LLC

Q4 2023 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2023
Date filed
2/8/2024
Form type
13F-HR
Num holdings
116
Total value ($000)
$2,634,026
Net value change ($000)
+139,144 (5.6%)
New positions
10
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/13/2023 Next filing: 5/10/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 39,895 11.7%
GSLC 19,070 11.4%
AGG 16,157 6.3%
VXF 13,716 15.2%
IJR 13,518 18.4%
GSIE 11,887 9.7%
LRGF 10,262 11.7%
IUSB 9,065 6.2%
GEM 7,009 8.2%
IJS 6,326 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -20,129 -16.9%
MUB -6,883 -30.9%
PKW -6,345 -100.0%
SPAB -5,660 -19.2%
PDBC -5,295 -7.5%
VONE -4,475 -18.2%
SPYG -4,264 -79.3%
IVV -4,064 -5.0%
VEA -3,662 -7.0%
USMV -3,610 -84.7%
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