SW

SigFig Wealth Management, LLC

13F
SigFig Wealth Management, LLC
Last update 2024-08-09 123 Stocks (7 new)
Value $2.66 Bil Turnover 2 %
Countries:
Top Holdings: ITOT(16.12%)AGG(10.21%)GSLC(8.05%)IUSB(6.31%)GSIE(5.40%)
Portfolio Report
Summary Stock Picks Current Portfolio
SigFig Wealth Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
3,609,131
428676.560
-0.35%
16.120
-0.05%
-
+11.38%
+20.04%
62211.738
 
AGG 		iShares Core U.S. Aggregate Bond ETF
2,800,508
271515.160
+0.73%
10.210
+0.07%
-
-2.08%
-1.09%
118307.233
 
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2,000,749
213979.800
-0.24%
8.050
-0.02%
-
+11.55%
+20.96%
13006.102
 
IUSB 		iShares Core Total USD Bond Market ETF
3,712,452
167876.830
+3.76%
6.310
+0.23%
-
-1.75%
-0.73%
33228.499
 
GSIE 		Goldman Sachs ActiveBeta International Equity ETF
4,270,583
143704.770
+1.37%
5.400
+0.07%
-
+6.84%
+6.61%
3652.128
 
LRGF 		iShares U.S. Equity Factor ETF
2,040,813
113652.570
-0.28%
4.270
-0.01%
-
+12.13%
+22.82%
2220.587
 
VXF 		Vanguard Extended Market Index ETF
641,544
108285.960
+1.02%
4.070
+0.04%
-
+13.63%
+13.33%
20413.612
 
GEM 		Goldman Sachs ActiveBeta Emerging Markets Equity ETF
3,147,510
102828.850
+1.01%
3.870
+0.04%
-
+10.85%
+12.51%
975.208
 
IEFA 		iShares Core MSCI EAFE ETF
1,237,169
89551.900
-6.65%
3.370
-0.24%
-
+6.53%
+6.14%
122882.765
 
IJR 		iShares Core S&P Small-Cap ETF
782,377
83447.980
+0.40%
3.140
+0.01%
-
+8.37%
+7.79%
86846.945
 

SigFig Wealth Management, LLC's Historical Top Holdings Breakdowns

SigFig Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG 		SPDR Portfolio S&P 500 ETF2024-06-30Reduce
-1.74%
●
58.24 ($61.56) 64.51
$67.67
9.93%
Reduce -61.05%
491,445
-770,332
IVV 		iShares Core S&P 500 ETF2024-06-30Reduce
-0.73%
●
497.53 ($525.83) 549.64
$578.05
9.93%
Reduce -26.79%
103,459
-37,863
VONE 		Vanguard Russell 1000 Index Fund2024-06-30Reduce
-0.39%
●
225.44 ($237.68) 247.94
$261.46
10.01%
Reduce -67.07%
21,928
-44,657
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Reduce
-0.39%
●
47.83 ($49.76) 51.21
$50.79
2.06%
Reduce -24.11%
677,072
-215,135
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-06-30Add
+0.29%
●
68.71 ($74.69) 80.95
$83.77
12.15%
Add 371.92%
123,505
97,334
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Reduce
-0.24%
●
70.77 ($73.59) 76.19
$74.72
1.54%
Reduce -6.65%
1,237,169
-88,110
MUB 		iShares National Muni Bond ETF2024-06-30Reduce
-0.24%
●
105.37 ($106.5) 107.16
$107.23
0.69%
Reduce -53.2%
53,375
-60,679
VTEB 		Vanguard Tax-Exempt Bond ETF2024-06-30Reduce
-0.24%
●
49.55 ($50.04) 50.44
$50.41
0.74%
Reduce -40.26%
188,675
-127,132
IUSB 		iShares Core Total USD Bond Market ETF2024-06-30Add
+0.23%
●
44.3 ($44.97) 45.58
$45.74
1.72%
Add 3.76%
3,712,452
134,540
SPAB 		SPDR Portfolio Aggregate Bond ETF2024-06-30Reduce
-0.20%
●
24.54 ($24.92) 25.28
$25.32
1.63%
Reduce -26.86%
568,341
-208,680

SigFig Wealth Management, LLC Total Holding History ($B)

To

SigFig Wealth Management, LLC's Asset Allocation

To

SigFig Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SigFig Wealth Management, LLC's Hypothetical Growth since 2024-06-30

SigFig Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SigFig Wealth Management, LLC's Holdings Heat Map

Size field:

SigFig Wealth Management, LLC's Holdings Bubble Chart

SigFig Wealth Management, LLC News

  • 1

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