SigFig Wealth Management, LLC

Q3 2024 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2024
Date filed
11/14/2024
Form type
13F-HR
Num holdings
118
Total value ($000)
$2,754,387
Net value change ($000)
+94,758 (3.6%)
New positions
8
Sold out positions
13
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/9/2024 Next filing: 2/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AGG 23,082 8.5%
VO 19,866 1786.5%
IUSB 18,081 10.8%
GSIE 12,227 8.5%
GEM 11,854 11.5%
ITOT 9,447 2.2%
USHY 8,196 11.3%
IWX 7,307 NEW
SPYV 7,233 NEW
VXF 6,917 6.4%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -31,452 -100.0%
IVV -14,787 -26.1%
IWY -7,069 -100.0%
SPYG -6,227 -62.9%
VONE -5,396 -100.0%
VEA -5,098 -15.3%
MUB -2,995 -52.7%
SPAB -2,986 -20.0%
VTWO -2,829 -100.0%
VTEB -2,799 -29.6%
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