SigFig Wealth Management, LLC

Q1 2024 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2024
Date filed
5/10/2024
Form type
13F-HR
Num holdings
127
Total value ($000)
$2,724,997
Net value change ($000)
+90,971 (3.5%)
New positions
17
Sold out positions
6
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/8/2024 Next filing: 8/9/2024 SEC filing

Snapshot: Change Analysis

Compared to Q4 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 36,282 9.5%
GSLC 21,323 11.4%
LRGF 12,063 12.3%
PDBC 10,012 15.3%
GSIE 9,933 7.4%
IUSB 8,486 5.5%
VXF 7,484 7.2%
DYNF 6,930 NEW
GEM 5,569 6.0%
SPMO 5,009 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -21,030 -21.3%
SPYV -6,232 -100.0%
IJS -5,981 -94.5%
VEA -4,470 -9.1%
TFLO -4,337 -100.0%
VONE -4,261 -21.2%
SPAB -3,967 -16.7%
VTEB -3,822 -19.3%
QQQM -3,609 -100.0%
IVV -3,212 -4.1%
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