SigFig Wealth Management, LLC

Q2 2024 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2024
Date filed
8/9/2024
Form type
13F-HR
Num holdings
123
Total value ($000)
$2,659,629
Net value change ($000)
-65,368 (-2.4%)
New positions
7
Sold out positions
11
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/10/2024 Next filing: 11/14/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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 11,098 2.7%
SPYG 7,982 417.0%
GSLC 5,828 2.8%
GEM 5,175 5.3%
IUSB 4,760 2.9%
IVW 4,439 83.6%
PDBC 3,673 4.9%
LRGF 3,531 3.2%
SCHX 3,385 73.6%
USXF 2,976 11.8%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -46,185 -59.5%
IVV -17,681 -23.8%
VEA -11,259 -25.3%
VONE -10,473 -66.0%
IEFA -8,566 -8.7%
MUB -6,584 -53.7%
VTEB -6,525 -40.8%
SPAB -4,891 -24.7%
VTWO -4,746 -62.7%
MDYG -3,691 -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