Latest SigFig Wealth Management, LLC Stock Portfolio
$2.72Billion
Equity Portfolio Value
Last Reported on: 10 May, 2024
About SigFig Wealth Management, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SigFig Wealth Management, LLC reported an equity portfolio of $2.7 Billions as of 31 Mar, 2024.
The top stock holdings of SigFig Wealth Management, LLC are AGG, AGG, GBIL. The fund has invested 15.3% of it's portfolio in ISHARES TR and 10% of portfolio in ISHARES TR.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (ACWF) and INVESCO EXCH TRADED FD TR II (BAB) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), ISHARES TR (AGT) and SPDR S&P 500 ETF TR (SPY). SigFig Wealth Management, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), INVESCO EXCH TRADED FD TR II (SPHD) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), ISHARES TR (AGT) and ISHARES INC (EMGF).
The top stock holdings of SigFig Wealth Management, LLC are AGG, AGG, GBIL. The fund has invested 15.3% of it's portfolio in ISHARES TR and 10% of portfolio in ISHARES TR.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (ACWF) and INVESCO EXCH TRADED FD TR II (BAB) stocks. They significantly reduced their stock positions in ISHARES TR (AGG), ISHARES TR (AGT) and SPDR S&P 500 ETF TR (SPY). SigFig Wealth Management, LLC opened new stock positions in BLACKROCK ETF TRUST (BECO), INVESCO EXCH TRADED FD TR II (SPHD) and ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), ISHARES TR (AGT) and ISHARES INC (EMGF).
New Buys
| Ticker | $ Bought |
|---|---|
| BLACKROCK ETF TRUST | 6,929,600 |
| INVESCO EXCH TRADED FD TR II | 5,009,110 |
| ISHARES TR | 4,080,510 |
| SPDR SER TR | 3,691,420 |
| BLACKROCK ETF TRUST II | 2,477,370 |
| ISHARES TR | 1,990,250 |
| INVESCO EXCHANGE TRADED FD T | 1,742,540 |
| INVESCO EXCHANGE TRADED FD T | 1,691,540 |
New stocks bought by SigFig Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 396 |
| ISHARES TR | 168 |
| ISHARES TR | 163 |
| ISHARES INC | 138 |
| SPDR SER TR | 52.61 |
| SCHWAB STRATEGIC TR | 33.04 |
| ISHARES TR | 31.29 |
| ISHARES TR | 19.75 |
Additions to existing portfolio by SigFig Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -94.53 |
| ISHARES TR | -57.18 |
| ISHARES TR | -51.55 |
| ISHARES TR | -48.22 |
| SPDR S&P 500 ETF TR | -42.13 |
| J P MORGAN EXCHANGE TRADED F | -32.42 |
| ISHARES TR | -28.79 |
| VANGUARD SCOTTSDALE FDS | -28.65 |
SigFig Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SPDR SER TR | -6,231,720 |
| ISHARES TR | -4,337,240 |
| SPDR SER TR | -3,188,880 |
| INVESCO EXCH TRADED FD TR II | -3,609,480 |
| ISHARES TR | -2,220,490 |
| ISHARES TR | -652,506 |
SigFig Wealth Management, LLC got rid off the above stocks
Current Stock Holdings of SigFig Wealth Management, LLC
Last Reported on: 10 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.01 | 2,080 | 389,110 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 2.09 | 637,182 | 56,945,100 | ADDED | 3.37 | |
| AAXJ | ISHARES TR | 0.45 | 114,054 | 12,269,200 | REDUCED | -19.55 | |
| AAXJ | ISHARES TR | 0.20 | 59,358 | 5,485,860 | ADDED | 7.1 | |
| AAXJ | ISHARES TR | 0.16 | 80,180 | 4,361,820 | REDUCED | -28.79 | |
| AAXJ | ISHARES TR | 0.15 | 39,517 | 4,101,460 | ADDED | 7.07 | |
| AAXJ | ISHARES TR | 0.07 | 20,351 | 2,051,580 | REDUCED | -0.42 | |
| AAXJ | ISHARES TR | 0.06 | 31,979 | 1,630,110 | REDUCED | -7.8 | |
| AAXJ | ISHARES TR | 0.02 | 7,041 | 547,264 | REDUCED | -3.23 | |
| AAXJ | ISHARES TR | 0.01 | 3,524 | 370,126 | ADDED | 14.86 | |
| AAXJ | ISHARES TR | 0.01 | 2,410 | 252,399 | REDUCED | -2.15 | |
| AAXJ | ISHARES TR | 0.01 | 4,778 | 245,016 | NEW | ||
| ACSG | DBX ETF TR | 0.61 | 339,023 | 16,734,100 | ADDED | 12.07 | |
| ACSG | DBX ETF TR | 0.03 | 19,069 | 680,963 | ADDED | 1.08 | |
| ACWF | ISHARES TR | 5.99 | 3,577,910 | 163,117,000 | ADDED | 6.6 | |
| ACWF | ISHARES TR | 4.04 | 2,046,500 | 110,122,000 | ADDED | 0.78 | |
| ACWF | ISHARES TR | 0.13 | 119,235 | 3,557,960 | REDUCED | -3.76 | |
| ACWF | ISHARES TR | 0.07 | 57,060 | 1,990,250 | NEW | ||
| ACWF | ISHARES TR | 0.03 | 11,961 | 694,456 | ADDED | 7.78 | |
| ACWF | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 15.32 | 3,621,780 | 417,579,000 | REDUCED | -0.05 | |
| AGG | ISHARES TR | 9.98 | 2,780,270 | 272,024,000 | ADDED | 1.32 | |
| AGG | ISHARES TR | 3.16 | 779,276 | 86,125,300 | REDUCED | -2.9 | |
| AGG | ISHARES TR | 2.73 | 141,322 | 74,297,400 | REDUCED | -12.91 | |
| AGG | ISHARES TR | 0.20 | 20,056 | 5,479,570 | REDUCED | -7.06 | |
| AGG | ISHARES TR | 0.20 | 62,846 | 5,306,740 | ADDED | 163 | |
| AGG | ISHARES TR | 0.15 | 21,843 | 4,080,510 | NEW | ||
| AGG | ISHARES TR | 0.15 | 49,091 | 3,996,280 | REDUCED | -7.1 | |
| AGG | ISHARES TR | 0.14 | 36,125 | 3,867,610 | REDUCED | -5.3 | |
| AGG | ISHARES TR | 0.11 | 22,994 | 3,105,510 | ADDED | 4.15 | |
| AGG | ISHARES TR | 0.10 | 44,960 | 2,730,890 | ADDED | 396 | |
| AGG | ISHARES TR | 0.10 | 28,230 | 2,671,150 | REDUCED | -23.98 | |
| AGG | ISHARES TR | 0.05 | 6,961 | 1,464,000 | ADDED | 4.83 | |
| AGG | ISHARES TR | 0.04 | 10,959 | 1,193,630 | REDUCED | -57.18 | |
| AGG | ISHARES TR | 0.03 | 21,636 | 929,266 | ADDED | 17.56 | |
| AGG | ISHARES TR | 0.03 | 10,358 | 819,999 | REDUCED | -51.55 | |
| AGG | ISHARES TR | 0.01 | 3,357 | 344,965 | REDUCED | -94.53 | |
| AGG | ISHARES TR | 0.01 | 6,581 | 270,338 | REDUCED | -27.52 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGT | ISHARES TR | 0.24 | 143,646 | 6,563,160 | ADDED | 15.88 | |
| AGT | ISHARES TR | 0.07 | 16,561 | 1,903,810 | REDUCED | -48.22 | |
| AGT | ISHARES TR | 0.05 | 61,018 | 1,402,800 | ADDED | 4.97 | |
| AGT | ISHARES TR | 0.02 | 9,761 | 640,423 | ADDED | 168 | |
| AGT | ISHARES TR | 0.01 | 5,239 | 418,229 | NEW | ||
| AGT | ISHARES TR | 0.01 | 7,508 | 201,665 | NEW | ||
| AMPS | ISHARES TR | 0.04 | 46,586 | 1,060,760 | ADDED | 31.29 | |
| AMPS | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AOA | ISHARES TR | 0.22 | 31,170 | 6,081,290 | ADDED | 19.75 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.06 | 29,451 | 1,494,340 | REDUCED | -32.42 | |
| BCD | ABRDN ETFS | 0.06 | 88,519 | 1,750,010 | ADDED | 5.27 | |
| BECO | BLACKROCK ETF TRUST | 0.25 | 156,072 | 6,929,600 | NEW | ||
| BECO | BLACKROCK ETF TRUST | 0.11 | 50,967 | 2,926,020 | ADDED | 0.1 | |
| BECO | BLACKROCK ETF TRUST | 0.02 | 11,085 | 506,300 | REDUCED | -0.73 | |
| BGRN | ISHARES TR | 2.60 | 1,937,860 | 70,906,000 | ADDED | 4.05 | |
| BGRN | ISHARES TR | 0.79 | 455,631 | 21,442,000 | ADDED | 16.03 | |
| BGRN | ISHARES TR | 0.39 | 260,886 | 10,505,800 | ADDED | 12.17 | |
| BGRN | ISHARES TR | 0.03 | 15,549 | 674,205 | REDUCED | -4.58 | |
| BIL | SPDR SER TR | 2.85 | 1,261,780 | 77,637,100 | REDUCED | -28.51 | |
| BIL | SPDR SER TR | 0.95 | 443,662 | 25,907,700 | REDUCED | -7.76 | |
| BIL | SPDR SER TR | 0.73 | 777,021 | 19,822,900 | REDUCED | -17.61 | |
| BIL | SPDR SER TR | 0.14 | 42,289 | 3,691,420 | NEW | ||
| BIL | SPDR SER TR | 0.13 | 123,373 | 3,638,700 | REDUCED | -8.39 | |
| BIL | SPDR SER TR | 0.08 | 86,632 | 2,240,070 | REDUCED | -7.43 | |
| BIL | SPDR SER TR | 0.08 | 49,958 | 2,150,190 | REDUCED | -26.51 | |
| BIL | SPDR SER TR | 0.07 | 26,171 | 1,914,410 | ADDED | 52.61 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 0.42 | 148,789 | 11,407,700 | ADDED | 1.09 | |
| BIV | VANGUARD BD INDEX FDS | 0.29 | 104,851 | 7,906,030 | ADDED | 2.56 | |
| BIV | VANGUARD BD INDEX FDS | 0.25 | 92,245 | 6,698,530 | ADDED | 4.38 | |
| BIV | VANGUARD BD INDEX FDS | 0.20 | 74,430 | 5,383,500 | ADDED | 7.1 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.58 | 66,585 | 15,868,500 | REDUCED | -28.24 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.28 | 89,059 | 7,575,360 | REDUCED | -28.65 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.21 | 126,152 | 5,753,800 | ADDED | 6.2 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.08 | 35,759 | 2,076,520 | REDUCED | -27.25 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.47 | 261,180 | 12,847,500 | ADDED | 6.75 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.01 | 11,284 | 230,532 | NEW | ||
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.01 | 10,991 | 230,481 | NEW | ||
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.01 | 11,554 | 221,952 | NEW | ||
| BUZZ | VANECK ETF TRUST | 0.03 | 16,293 | 757,787 | REDUCED | -28.03 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.06 | 15,834 | 1,742,540 | NEW | ||
| CSD | INVESCO EXCHANGE TRADED FD T | 0.06 | 14,727 | 1,691,540 | NEW | ||
| CSD | INVESCO EXCHANGE TRADED FD T | 0.05 | 35,102 | 1,350,360 | REDUCED | -4.9 | |
| CWI | SPDR INDEX SHS FDS | 0.60 | 488,946 | 16,474,100 | REDUCED | -2.79 | |
| CWI | SPDR INDEX SHS FDS | 0.56 | 420,377 | 15,180,400 | REDUCED | -5.73 | |
| DMXF | ISHARES TR | 0.92 | 557,761 | 25,182,900 | ADDED | 9.93 | |
| DMXF | ISHARES TR | 0.62 | 394,349 | 16,890,000 | ADDED | 16.51 | |
| DMXF | ISHARES TR | 0.41 | 165,097 | 11,248,000 | ADDED | 11.78 | |
| EMGF | ISHARES INC | 2.47 | 1,310,520 | 67,424,500 | REDUCED | -3.14 | |
| EMGF | ISHARES INC | 0.25 | 212,540 | 6,850,100 | ADDED | 11.88 | |
| EMGF | ISHARES INC | 0.09 | 40,501 | 2,331,640 | ADDED | 138 | |
| FBCG | FIDELITY COVINGTON TRUST | 0.10 | 107,150 | 2,795,520 | REDUCED | -9.08 | |
| FNDA | SCHWAB STRATEGIC TR | 0.34 | 180,053 | 9,204,200 | REDUCED | -6.08 | |
| FNDA | SCHWAB STRATEGIC TR | 0.24 | 209,330 | 6,448,700 | REDUCED | -1.81 | |
| FNDA | SCHWAB STRATEGIC TR | 0.21 | 339,042 | 5,820,010 | ADDED | 5.25 | |
| FNDA | SCHWAB STRATEGIC TR | 0.21 | 163,371 | 5,743,160 | ADDED | 8.3 | |
| FNDA | SCHWAB STRATEGIC TR | 0.17 | 80,802 | 4,600,680 | ADDED | 33.04 | |
| FNDA | SCHWAB STRATEGIC TR | 0.06 | 39,130 | 1,688,870 | ADDED | 3.65 | |
| FNDA | SCHWAB STRATEGIC TR | 0.03 | 21,366 | 899,143 | ADDED | 8.87 | |
| FNDA | SCHWAB STRATEGIC TR | 0.02 | 37,301 | 603,676 | REDUCED | -0.88 | |
| GBIL | GOLDMAN SACHS ETF TR | 7.64 | 2,005,510 | 208,152,000 | ADDED | 0.7 | |
| GBIL | GOLDMAN SACHS ETF TR | 5.30 | 4,212,930 | 144,461,000 | ADDED | 2.28 | |
| GBIL | GOLDMAN SACHS ETF TR | 3.58 | 3,115,950 | 97,653,500 | ADDED | 3.85 | |
| HYMU | BLACKROCK ETF TRUST II | 0.09 | 47,224 | 2,477,370 | NEW | ||
| IBCE | ISHARES TR | 3.60 | 1,325,280 | 98,118,100 | REDUCED | -3.12 | |
| IBCE | ISHARES TR | 0.27 | 44,025 | 7,235,490 | REDUCED | 0.00 | |
| IBCE | ISHARES TR | 0.06 | 8,008 | 1,500,300 | NEW | ||
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.06 | 26,968 | 1,746,480 | ADDED | 15.75 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.02 | 10,470 | 600,765 | ADDED | 15.49 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.02 | 18,929 | 490,798 | ADDED | 16.68 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.02 | 14,022 | 484,164 | ADDED | 15.58 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.01 | 6,834 | 263,256 | ADDED | 17.36 | |
| NDVG | NUSHARES ETF TR | 0.01 | 7,823 | 325,361 | NEW | ||
| PDBC | INVESCO ACTVELY MNGD ETC FD | 2.77 | 5,448,610 | 75,571,800 | ADDED | 10.53 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.18 | 62,442 | 5,009,110 | NEW | ||
| SPHD | INVESCO EXCH TRADED FD TR II | 0.09 | 157,411 | 2,570,220 | ADDED | 0.38 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.07 | 99,118 | 1,928,840 | ADDED | 3.03 | |
| SPY | SPDR S&P 500 ETF TR | 0.05 | 2,471 | 1,292,510 | REDUCED | -42.13 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.63 | 892,207 | 44,534,600 | REDUCED | -13.06 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.67 | 441,754 | 18,378,200 | REDUCED | -9.46 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.02 | 8,817 | 562,960 | REDUCED | -6.24 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.02 | 3,911 | 473,192 | REDUCED | -9.68 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.01 | 3,382 | 232,682 | NEW | ||
| VOO | VANGUARD INDEX FDS | 4.08 | 635,046 | 111,304,000 | ADDED | 0.57 | |
| VOO | VANGUARD INDEX FDS | 1.30 | 73,632 | 35,394,700 | REDUCED | -12.77 | |
| VOO | VANGUARD INDEX FDS | 0.36 | 41,009 | 9,725,820 | REDUCED | -12.6 | |
| VOO | VANGUARD INDEX FDS | 0.13 | 21,875 | 3,562,560 | ADDED | 18.61 | |
| VOO | VANGUARD INDEX FDS | 0.12 | 13,734 | 3,292,790 | REDUCED | -6.12 | |
| VOO | VANGUARD INDEX FDS | 0.11 | 12,774 | 2,919,960 | REDUCED | -12.39 | |
| VOO | VANGUARD INDEX FDS | 0.08 | 6,592 | 2,268,970 | REDUCED | -3.00 | |
| VOO | VANGUARD INDEX FDS | 0.04 | 4,469 | 1,116,720 | ADDED | 6.05 | |
| VTEB | VANGUARD MUN BD FDS | 0.59 | 315,807 | 15,979,900 | REDUCED | -18.59 |