SigFig Wealth Management, LLC

Q1 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2025
Date filed
4/9/2025
Form type
13F-HR
Num holdings
127
Total value ($000)
$2,766,668
Net value change ($000)
+4,175 (0.2%)
New positions
9
Sold out positions
6
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2025 Next filing: 7/18/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IVV 16,602 50.0%
GSIE 12,736 8.4%
AGG 12,096 4.1%
IEFA 7,805 9.0%
IUSB 7,177 4.0%
VO 7,008 25.9%
GEM 5,746 5.5%
IWX 5,710 NEW
IEMG 4,303 6.3%
PDBC 4,303 5.1%
Top Reduces (Value $000, Stocks/ETFs)
ITOT -25,349 -5.6%
SPYG -14,878 -78.3%
VXF -14,867 -12.8%
GSLC -11,530 -5.3%
IWY -9,236 -100.0%
XMMO -6,812 -100.0%
IJR -6,148 -7.6%
LRGF -5,884 -4.9%
EFG -2,840 -40.6%
TLT -2,365 -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