SigFig Wealth Management, LLC

Q4 2024 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR
Num holdings
124
Total value ($000)
$2,762,493
Net value change ($000)
+8,106 (0.3%)
New positions
11
Sold out positions
5
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 4/9/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYG 15,333 417.9%
ITOT 10,856 2.5%
IWY 9,236 NEW
XMMO 6,812 NEW
VO 6,072 28.9%
SCHX 4,635 39.4%
LRGF 3,858 3.3%
GSLC 3,761 1.8%
PDBC 3,419 4.2%
MTUM 2,251 NEW
Top Reduces (Value $000, Stocks/ETFs)
GEM -9,350 -8.2%
IVV -8,650 -20.7%
IWX -7,307 -100.0%
SPYV -7,233 -100.0%
IEFA -5,915 -6.4%
IEMG -5,611 -7.6%
HDV -5,009 -100.0%
IUSB -4,961 -2.7%
GSIE -4,931 -3.2%
SPMO -1,996 -27.0%
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