Asset Manager
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SigFig Wealth Management, LLC
2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA 94115 • 6503078236
Market Value
$3.8B
+10.6%
Holdings
147
-1
New Purchases
8
Added To
72
Closed
5
Reduced
61
Top 10 Concentration
71.2%
Turnover
8.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ITOT | 17.59% | 16.88% | +0.72% | $664M |
| IVV | 1.87% | 1.48% | +0.38% | $70M |
| GEM | 4.57% | 4.24% | +0.34% | $173M |
| SCHX | 1.62% | 1.38% | +0.24% | $61M |
| LRGF | 5.83% | 5.60% | +0.24% | $220M |
| GSLC | 7.46% | 7.25% | +0.22% | $282M |
| VO | 5.36% | 5.18% | +0.17% | $202M |
| SPYG | 0.34% | 0.19% | +0.15% | $13M |
| IALT | 0.11% | 0.00% | +0.11% | $4M |
| CORO | 0.10% | 0.00% | +0.10% | $4M |
| GGOV | 0.09% | 0.00% | +0.09% | $3M |
| SMMD | 0.43% | 0.35% | +0.08% | $16M |
| IEMG | 3.02% | 2.95% | +0.07% | $114M |
| SPSM | 0.06% | 0.00% | +0.06% | $2M |
| SPDW | 1.00% | 0.95% | +0.05% | $38M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AGG | 11.22% | 11.98% | -0.75% | $423M |
| PDBC | 2.91% | 3.40% | -0.50% | $110M |
| IUSB | 6.76% | 7.09% | -0.33% | $255M |
| USHY | 3.14% | 3.34% | -0.19% | $119M |
| EFV | 0.09% | 0.24% | -0.15% | $3M |
| GSIE | 6.00% | 6.14% | -0.14% | $227M |
| QUAL | 0.01% | 0.14% | -0.13% | $323K |
| IAGG | 0.01% | 0.12% | -0.12% | $222K |
| IWX | 0.00% | 0.11% | -0.11% | $0 |
| IEFA | 3.28% | 3.37% | -0.10% | $124M |
| EMB | 2.41% | 2.50% | -0.09% | $91M |
| IVE | 0.26% | 0.33% | -0.07% | $10M |
| BINC | 0.05% | 0.11% | -0.06% | $2M |
| COWZ | 0.00% | 0.06% | -0.06% | $0 |
| TLH | 0.13% | 0.17% | -0.05% | $5M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
| Technology | 0.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 9 | $374M | 9.9% |
| Large Cap | 67 | $2.5B | 67.2% |
| Mid Cap | 39 | $644M | 17.1% |
| Small Cap | 24 | $207M | 5.5% |
| Micro Cap | 8 | $12M | 0.3% |
Portfolio Analytics
Avg Market Cap
$101.9B
Median Market Cap
$10.6B
Avg P/E
38.1
Median P/E
38.1
Avg Dividend Yield
0.00%
Avg Beta
0.88
# Stocks
1
# ETFs / Funds
146
Top Holdings (147 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 17.59% | 4,070,270 | $664M | $163.07 | $88M | +27,921 | +0.7% | |
| 2 | AGG | 11.22% | 4,261,394 | $423M | $99.37 | $15M | +146,420 | +3.6% | |
| 3 | GSLC | 7.46% | 1,998,523 | $282M | $140.90 | $34M | +23,106 | +1.2% | |
| 4 | IUSB | 6.76% | 5,503,503 | $255M | $46.32 | $13M | +268,505 | +5.1% | |
| 5 | GSIE | 6.00% | 4,972,665 | $227M | $45.55 | $17M | +114,330 | +2.4% | |
| 6 | LRGF | 5.83% | 2,927,890 | $220M | $75.15 | $29M | +35,921 | +1.2% | |
| 7 | VO | 5.36% | 2,511,036 | $202M | $80.47 | $25M | +1,895,628 | +308.0% | |
| 8 | GEM | 4.57% | 3,357,316 | $173M | $51.39 | $28M | +11,417 | +0.3% | |
| 9 | IEFA | 3.28% | 1,283,865 | $124M | $96.32 | $9M | +12,795 | +1.0% | |
| 10 | USHY | 3.14% | 3,203,583 | $119M | $37.03 | $5M | +113,549 | +3.7% | |
| 11 | IEMG | 3.02% | 1,393,406 | $114M | $81.72 | $13M | -46,997 | -3.3% | |
| 12 | PDBC | 2.91% | 6,921,377 | $110M | $15.84 | -$6M | +219,683 | +3.3% | |
| 13 | EMB | 2.41% | 937,805 | $91M | $96.82 | $6M | +31,221 | +3.4% | |
| 14 | IVV | 1.87% | 94,718 | $70M | $744.19 | $20M | +17,225 | +22.2% | |
| 15 | SCHX | 1.62% | 2,091,615 | $61M | $29.21 | $14M | +257,963 | +14.1% | |
| 16 | IJR | 1.58% | 403,881 | $60M | $147.36 | $6M | -29,399 | -6.8% | |
| 17 | VOO | 1.16% | 64,400 | $44M | $681.01 | $5M | -353 | -0.6% | |
| 18 | SPDW | 1.00% | 756,494 | $38M | $50.10 | $5M | +43,385 | +6.1% | |
| 19 | VEA | 0.90% | 476,632 | $34M | $70.89 | $3M | -2,486 | -0.5% | |
| 20 | SPTM | 0.67% | 281,572 | $25M | $90.15 | $3M | -6,696 | -2.3% | |
| 21 | SMMD | 0.43% | 176,920 | $16M | $91.05 | $4M | +19,676 | +12.5% | |
| 22 | SPAB | 0.42% | 620,079 | $16M | $25.63 | $1M | +49,702 | +8.7% | |
| 23 | BNDX | 0.40% | 310,749 | $15M | $48.52 | $221K | +1,562 | +0.5% | |
| 24 | SCHB | 0.40% | 523,931 | $15M | $28.73 | $2M | +976 | +0.2% | |
| 25 | VWO | 0.40% | 252,981 | $15M | $59.15 | $1M | -3,402 | -1.3% | |
| 26 | SPEM | 0.38% | 281,548 | $14M | $51.32 | $997K | -5,226 | -1.8% | |
| 27 | BSV | 0.38% | 183,517 | $14M | $78.02 | $83K | +1,967 | +1.1% | |
| 28 | SPYG | 0.34% | 110,263 | $13M | $117.41 | $6M | +43,625 | +65.5% | |
| 29 | SCHF | 0.33% | 456,464 | $13M | $27.53 | $1M | -2,047 | -0.5% | |
| 30 | SCHE | 0.31% | 326,107 | $12M | $35.94 | $970K | -146 | -0.0% | |
| 31 | IVW | 0.30% | 84,432 | $11M | $135.60 | $2M | -2,907 | -3.3% | |
| 32 | DYNF | 0.30% | 168,621 | $11M | $67.44 | $1M | -1,073 | -0.6% | |
| 33 | SCHZ | 0.30% | 482,157 | $11M | $23.23 | $338K | +14,349 | +3.1% | |
| 34 | BIV | 0.27% | 130,756 | $10M | $77.03 | $358K | +4,899 | +3.9% | |
| 35 | IVE | 0.26% | 42,796 | $10M | $227.16 | -$2M | -10,898 | -20.3% | |
| 36 | VTV | 0.23% | 39,529 | $9M | $218.63 | $848K | -198 | -0.5% | |
| 37 | VTI | 0.22% | 22,344 | $8M | $365.12 | $917K | -323 | -1.4% | |
| 38 | GOVT | 0.19% | 314,903 | $7M | $22.87 | $622K | +27,703 | +9.7% | |
| 39 | VMBS | 0.19% | 148,909 | $7M | $47.01 | $44K | +746 | +0.5% | |
| 40 | BLV | 0.18% | 98,063 | $7M | $69.60 | $121K | +596 | +0.6% | |
| 41 | MBB | 0.17% | 68,576 | $7M | $94.97 | $601K | +6,315 | +10.1% | |
| 42 | SPHY | 0.16% | 263,612 | $6M | $23.45 | $1M | +44,667 | +20.4% | |
| 43 | IWB | 0.16% | 15,111 | $6M | $406.31 | $383K | -1,035 | -6.4% | |
| 44 | BND | 0.16% | 81,612 | $6M | $73.71 | -$63K | -926 | -1.1% | |
| 45 | EFG | 0.16% | 48,755 | $6M | $123.20 | $840K | +2,368 | +5.1% | |
| 46 | VXF | 0.16% | 24,590 | $6M | $244.18 | $898K | -221 | -0.9% | |
| 47 | BAI | 0.15% | 113,468 | $6M | $50.83 | $928K | -33,417 | -22.8% | |
| 48 | TLH | 0.13% | 47,481 | $5M | $101.32 | -$1M | -11,126 | -19.0% | |
| 49 | SHY | 0.13% | 57,713 | $5M | $82.17 | $259 | +283 | +0.5% | |
| 50 | INTF | 0.12% | 115,189 | $5M | $40.89 | $78K | -3,703 | -3.1% | |
| 51 | MTUM | 0.12% | 13,843 | $5M | $336.00 | $216K | -4,636 | -25.1% | |
| 52 | BLCR | 0.12% | 89,141 | $4M | $49.92 | $1M | +9,264 | +11.6% | |
| 53 | VV | 0.12% | 12,715 | $4M | $341.21 | $349K | -635 | -4.8% | |
| 54 | IALT | 0.11% | 147,878 | $4M | $28.11 | — | +147,878 | — | NEW |
| 55 | PCY | 0.11% | 190,633 | $4M | $21.74 | $298K | +6,611 | +3.6% | |
| 56 | IJH | 0.11% | 53,698 | $4M | $76.53 | $298K | -2,738 | -4.8% | |
| 57 | VTEB | 0.11% | 80,055 | $4M | $50.64 | $638K | +11,583 | +16.9% | |
| 58 | CORO | 0.10% | 107,860 | $4M | $36.38 | — | +107,860 | — | NEW |
| 59 | IDEF | 0.10% | 117,322 | $4M | $31.30 | $484K | +19,885 | +20.4% | |
| 60 | LCTU | 0.10% | 45,034 | $4M | $79.58 | $284K | -2,015 | -4.3% | |
| 61 | ESGU | 0.09% | 21,765 | $4M | $162.54 | $386K | -521 | -2.3% | |
| 62 | GGOV | 0.09% | 68,509 | $3M | $50.45 | — | +68,509 | — | NEW |
| 63 | BCI | 0.09% | 155,594 | $3M | $22.14 | -$333K | +58 | +0.0% | |
| 64 | FREL | 0.09% | 113,284 | $3M | $29.83 | $296K | -1,310 | -1.1% | |
| 65 | EFV | 0.09% | 43,820 | $3M | $76.57 | -$5M | -64,856 | -59.7% | |
| 66 | TIP | 0.09% | 29,512 | $3M | $109.90 | -$121K | -971 | -3.2% | |
| 67 | IQDG | 0.09% | 74,859 | $3M | $42.95 | $258K | +1,178 | +1.6% | |
| 68 | THRO | 0.08% | 74,868 | $3M | $42.62 | -$1M | -46,576 | -38.4% | |
| 69 | SCHO | 0.08% | 123,085 | $3M | $24.16 | $35K | +2,017 | +1.7% | |
| 70 | VGIT | 0.08% | 50,028 | $3M | $59.17 | $1M | +20,849 | +71.5% | |
| 71 | PXH | 0.08% | 106,364 | $3M | $27.77 | -$84K | -6,524 | -5.8% | |
| 72 | HYMB | 0.07% | 109,265 | $3M | $25.46 | $489K | +16,827 | +18.2% | |
| 73 | PRF | 0.07% | 48,682 | $3M | $54.01 | $177K | -2,911 | -5.6% | |
| 74 | DSI | 0.07% | 17,526 | $2M | $141.01 | $296K | -420 | -2.3% | |
| 75 | SPTS | 0.06% | 82,327 | $2M | $29.03 | -$51K | -1,308 | -1.6% | |
| 76 | EAGG | 0.06% | 49,186 | $2M | $47.61 | $502K | +10,502 | +27.1% | |
| 77 | MUB | 0.06% | 21,235 | $2M | $107.71 | $241K | +1,958 | +10.2% | |
| 78 | XMMO | 0.06% | 13,574 | $2M | $167.42 | $357K | +367 | +2.8% | |
| 79 | SPSM | 0.06% | 36,714 | $2M | $57.28 | — | +36,714 | — | NEW |
| 80 | USXF | 0.05% | 28,043 | $2M | $68.48 | $287K | -1,545 | -5.2% | |
| 81 | IWR | 0.05% | 17,285 | $2M | $110.16 | $148K | -774 | -4.3% | |
| 82 | BINC | 0.05% | 36,135 | $2M | $52.44 | -$2M | -38,040 | -51.3% | |
| 83 | IJS | 0.05% | 13,144 | $2M | $136.34 | $145K | -763 | -5.5% | |
| 84 | VB | 0.05% | 5,702 | $2M | $301.32 | $186K | -149 | -2.5% | |
| 85 | SCHP | 0.04% | 63,295 | $2M | $26.60 | $36K | +1,378 | +2.2% | |
| 86 | VTEI | 0.04% | 16,637 | $2M | $101.01 | $162K | +1,438 | +9.5% | |
| 87 | SUSC | 0.04% | 71,806 | $2M | $23.27 | -$607K | -26,648 | -27.1% | |
| 88 | SPIP | 0.04% | 57,557 | $1M | $25.78 | -$40K | -1,022 | -1.7% | |
| 89 | RGLO | 0.04% | 45,583 | $1M | $32.32 | $110K | -1,467 | -3.1% | |
| 90 | JHML | 0.04% | 16,386 | $1M | $88.72 | $161K | -126 | -0.8% | |
| 91 | USRT | 0.04% | 21,243 | $1M | $67.56 | $142K | -608 | -2.8% | |
| 92 | IAU | 0.04% | 18,924 | $1M | $75.53 | -$31K | +2,364 | +14.3% | |
| 93 | ESGE | 0.04% | 25,545 | $1M | $53.91 | -$52K | -5,885 | -18.7% | |
| 94 | SYSB | 0.03% | 14,404 | $1M | $89.10 | $80K | +880 | +6.5% | |
| 95 | SCHK | 0.03% | 35,494 | $1M | $35.80 | $64K | -3,034 | -7.9% | |
| 96 | VYMI | 0.03% | 12,724 | $1M | $98.24 | $173K | +1,294 | +11.3% | |
| 97 | EVUS | 0.03% | 32,519 | $1M | $35.16 | $118K | +301 | +0.9% | |
| 98 | SCHH | 0.03% | 44,919 | $1M | $24.11 | $126K | +386 | +0.9% | |
| 99 | VYM | 0.03% | 6,743 | $1M | $158.45 | $172K | +689 | +11.4% | |
| 100 | LMUB | 0.03% | 20,591 | $1M | $51.24 | $126K | +1,978 | +10.6% |