$4.00Billion | No. of Holdings #150
SigFig Wealth Management, LLC Performance
| Ticker | $ Bought |
|---|---|
| ishares bitcoin trust etf | 73,942,000 |
| ishares tr | 3,837,840 |
| ishares tr | 3,712,620 |
| blackrock etf trust ii | 937,590 |
| schwab strategic tr | 618,134 |
| blackrock etf trust ii | 399,526 |
| ishares tr | 304,239 |
| exxonmobil holdings corp | 283,185 |
| Ticker | % Inc. |
|---|---|
| ishares tr | 1,767 |
| schwab strategic tr | 226 |
| vanguard scottsdale fds | 47.66 |
| blackrock etf trust | 46.57 |
| spdr series trust | 40.66 |
| ishares tr | 31.14 |
| spdr series trust | 25.73 |
| ishares tr | 24.95 |
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -32.32 |
| ishares tr | -28.89 |
| ishares tr | -21.02 |
| ishares tr | -15.64 |
| spdr series trust | -14.89 |
| blackrock etf trust ii | -10.97 |
| spdr series trust | -8.35 |
| vanguard index fds | -8.35 |
| Ticker | $ Sold |
|---|---|
| ishares tr | -6,512,690 |
| spdr series trust | -2,102,980 |
| ishares tr | -4,651,320 |
| invesco exchange traded fd t | -2,272,560 |
SigFig Wealth Management, LLC has about 99.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.7 |
SigFig Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.7 |
About 0% of the stocks held by SigFig Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.7 |
| Top 5 Winners (%) | % | |
|---|---|---|
| PDBC | invesco actvely mngd etc fd | 21.4 % |
| AAPL | apple inc | 18.2 % |
| BCD | abrdn etfs | 16.2 % |
| BECO | blackrock etf trust | 6.1 % |
| VB | vanguard index fds | 6.0 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| PDBC | invesco actvely mngd etc fd | 23.5 M |
| IJR | ishares tr | 13.0 M |
| GBIL | goldman sachs etf tr | 8.2 M |
| ACWF | ishares tr | 7.8 M |
| FNDA | schwab strategic tr | 3.5 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| AAXJ | ishares tr | -13.6 % |
| BIV | vanguard bd index fds | -9.8 % |
| AAXJ | ishares tr | -8.8 % |
| AAXJ | ishares tr | -8.7 % |
| FBCG | fidelity covington trust | -8.7 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr | -21.6 M |
| ACWF | ishares tr | -12.9 M |
| AAXJ | ishares tr | -5.8 M |
| IJR | ishares tr | -4.6 M |
| BGRN | ishares tr | -4.4 M |
This heatmap illustrates the top 50 positions within the fund's portfolio.
SigFig Wealth Management, LLC has 150 stocks in it's portfolio. About 68.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. PDBC was the most profitable stock for SigFig Wealth Management, LLC last quarter.
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.01% | 1,838 | $612.2K 0.01% | 0%unchanged 0 percentunchanged | ||
AAXJ Ishares TrIshares TrAAXJ | 2.29% | 1,008,490 | $91.61M 2.29% | 7.54%increased 7.54 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.15% | 49,023 | $5.87M 0.15% | 0.55%increased 0.55 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 76,292 | $5.77M 0.14% | 1767.16%increased 1767.16 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 49,689 | $4.58M 0.11% | 4.65%increased 4.65 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 42,505 | $3.36M 0.08% | 3%decreased 3 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.07% | 27,847 | $2.82M 0.07% | 31.14%increased 31.14 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 17,365 | $2.54M 0.06% | 0.92%decreased 0.92 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 20,610 | $1.27M 0.03% | 2.98%decreased 2.98 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 4,829 | $372.8K 0.01% | 3.36%decreased 3.36 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 13,833 | $235.2K 0.01% | 16.05%increased 16.05 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
ACSG Dbx Etf TrDbx Etf TrACSG | 0.03% | 28,737 | $1.01M 0.03% | 13.65%increased 13.65 percentadded | |
ACWF Ishares TrIshares TrACWF | 6.66% | 6,051,950 | $266.83M 6.66% | 9.97%increased 9.97 percentadded | |
ACWF Ishares TrIshares TrACWF | 5.56% | 2,860,040 | $222.65M 5.56% | 2.32%decreased 2.32 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.12% | 114,138 | $4.74M 0.12% | 0.91%decreased 0.91 percentreduced | |
ACWF Ishares TrIshares TrACWF | 0.02% | 11,799 | $889.5K 0.02% | 8.47%increased 8.47 percentadded | |
AGT Ishares TrIshares TrAGT | 0.42% | 199,162 | $17.03M 0.42% | 12.57%increased 12.57 percentadded | |
AGT Ishares TrIshares TrAGT | 0.09% | 20,459 | $3.41M 0.09% | 6%decreased 6 percentreduced | |
AGT Ishares TrIshares TrAGT | 0.04% | 73,033 | $1.60M 0.04% | 1.71%increased 1.71 percentadded | |