Asset Manager
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SigFig Wealth Management, LLC
2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA 94115 • 6503078236
Market Value
$3.4B
+1.6%
Holdings
142
+1
New Purchases
10
Added To
71
Closed
9
Reduced
52
Top 10 Concentration
71.3%
Turnover
13.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AGG | 12.00% | 10.85% | +1.15% | $408M |
| ITOT | 16.91% | 16.15% | +0.76% | $576M |
| IUSB | 7.10% | 6.43% | +0.67% | $242M |
| GSIE | 6.16% | 5.74% | +0.42% | $210M |
| VO | 5.19% | 4.78% | +0.41% | $177M |
| PDBC | 3.41% | 3.02% | +0.39% | $116M |
| GSLC | 7.26% | 6.88% | +0.38% | $247M |
| LRGF | 5.61% | 5.24% | +0.37% | $191M |
| USHY | 3.34% | 3.02% | +0.32% | $114M |
| GEM | 4.25% | 4.03% | +0.22% | $145M |
| EMB | 2.50% | 2.31% | +0.19% | $85M |
| GOVT | 0.19% | 0.04% | +0.16% | $7M |
| EFG | 0.15% | 0.01% | +0.14% | $5M |
| SCHX | 1.38% | 1.24% | +0.14% | $47M |
| IJR | 1.58% | 1.45% | +0.14% | $54M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| USSG | 0.00% | 1.11% | -1.11% | $0 |
| USXF | 0.05% | 1.15% | -1.10% | $2M |
| EAGG | 0.05% | 1.08% | -1.02% | $2M |
| EUSB | 0.01% | 0.83% | -0.82% | $304K |
| DMXF | 0.03% | 0.52% | -0.50% | $889K |
| ESGE | 0.04% | 0.40% | -0.36% | $1M |
| HYXF | 0.00% | 0.34% | -0.34% | $0 |
| ESML | 0.00% | 0.27% | -0.27% | $0 |
| OEF | 0.00% | 0.26% | -0.26% | $0 |
| SPYG | 0.19% | 0.38% | -0.19% | $7M |
| VOO | 1.14% | 1.25% | -0.11% | $39M |
| DYNF | 0.29% | 0.37% | -0.08% | $10M |
| IAU | 0.04% | 0.11% | -0.06% | $1M |
| ITA | 0.00% | 0.06% | -0.06% | $0 |
| VEA | 0.90% | 0.96% | -0.06% | $31M |
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 | $319M | 9.4% |
| Large Cap | 66 | $2.3B | 67.8% |
| Mid Cap | 36 | $596M | 17.5% |
| Small Cap | 23 | $173M | 5.1% |
| Micro Cap | 8 | $7M | 0.2% |
Portfolio Analytics
Avg Market Cap
$88.8B
Median Market Cap
$11.4B
Avg P/E
37.1
Median P/E
37.1
Avg Dividend Yield
0.00%
Avg Beta
0.92
# Stocks
1
# ETFs / Funds
141
Top Holdings (142 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 16.91% | 4,042,349 | $576M | $142.43 | $34M | +404,119 | +11.1% | |
| 2 | AGG | 12.00% | 4,114,974 | $408M | $99.27 | $45M | +476,306 | +13.1% | |
| 3 | GSLC | 7.26% | 1,975,417 | $247M | $125.13 | $17M | +234,073 | +13.4% | |
| 4 | IUSB | 7.10% | 5,234,998 | $242M | $46.19 | $26M | +603,965 | +13.0% | |
| 5 | GSIE | 6.16% | 4,858,335 | $210M | $43.13 | $17M | +379,920 | +8.5% | |
| 6 | LRGF | 5.61% | 2,891,969 | $191M | $66.00 | $15M | +362,397 | +14.3% | |
| 7 | VO | 5.19% | 615,408 | $177M | $287.18 | $16M | +62,950 | +11.4% | |
| 8 | GEM | 4.25% | 3,345,899 | $145M | $43.20 | $10M | +103,709 | +3.2% | |
| 9 | PDBC | 3.41% | 6,701,694 | $116M | $17.32 | $15M | -934,506 | -12.2% | |
| 10 | IEFA | 3.38% | 1,271,070 | $115M | $90.53 | $6M | +55,870 | +4.6% | |
| 11 | USHY | 3.34% | 3,090,034 | $114M | $36.84 | $12M | +379,829 | +14.0% | |
| 12 | IEMG | 2.95% | 1,440,403 | $100M | $69.75 | $4M | +875 | +0.1% | |
| 13 | EMB | 2.50% | 906,584 | $85M | $93.93 | $8M | +102,681 | +12.8% | |
| 14 | IJR | 1.58% | 433,280 | $54M | $124.31 | $5M | +30,299 | +7.5% | |
| 15 | IVV | 1.49% | 77,493 | $51M | $653.21 | $4M | +8,997 | +13.1% | |
| 16 | SCHX | 1.38% | 1,833,652 | $47M | $25.64 | $5M | +286,712 | +18.5% | |
| 17 | VOO | 1.14% | 64,753 | $39M | $597.55 | -$3M | -1,929 | -2.9% | |
| 18 | SPDW | 0.96% | 713,109 | $33M | $45.65 | $3M | +48,570 | +7.3% | |
| 19 | VEA | 0.90% | 479,118 | $31M | $64.06 | -$1M | -35,045 | -6.8% | |
| 20 | SPTM | 0.67% | 288,268 | $23M | $79.06 | -$2M | -2,897 | -1.0% | |
| 21 | BNDX | 0.44% | 309,187 | $15M | $48.05 | $1M | +25,380 | +8.9% | |
| 22 | SPAB | 0.43% | 570,377 | $15M | $25.62 | $853K | +36,566 | +6.8% | |
| 23 | BSV | 0.42% | 181,550 | $14M | $78.41 | $1M | +15,788 | +9.5% | |
| 24 | VWO | 0.41% | 256,383 | $14M | $54.03 | -$603K | -12,321 | -4.6% | |
| 25 | SPEM | 0.40% | 286,774 | $13M | $46.91 | -$248K | -4,911 | -1.7% | |
| 26 | SCHB | 0.39% | 522,955 | $13M | $25.10 | -$572K | +7,582 | +1.5% | |
| 27 | SMMD | 0.35% | 157,244 | $12M | $76.35 | $2M | +24,373 | +18.3% | |
| 28 | SCHF | 0.33% | 458,511 | $11M | $24.75 | $106K | -5,996 | -1.3% | |
| 29 | IVE | 0.33% | 53,694 | $11M | $211.15 | -$653K | -2,846 | -5.0% | |
| 30 | SCHZ | 0.32% | 467,808 | $11M | $23.22 | -$141K | -2,017 | -0.4% | |
| 31 | SCHE | 0.32% | 326,253 | $11M | $32.95 | -$154K | -5,094 | -1.5% | |
| 32 | IVW | 0.29% | 87,339 | $10M | $113.11 | -$333K | +4,489 | +5.4% | |
| 33 | DYNF | 0.29% | 169,694 | $10M | $58.18 | -$2M | -33,136 | -16.3% | |
| 34 | BIV | 0.29% | 125,857 | $10M | $77.18 | $815K | +11,591 | +10.1% | |
| 35 | EFV | 0.24% | 108,676 | $8M | $74.35 | -$365K | -9,592 | -8.1% | |
| 36 | VTV | 0.23% | 39,727 | $8M | $196.20 | $636K | +2,248 | +6.0% | |
| 37 | VTI | 0.21% | 22,667 | $7M | $319.49 | -$787K | -1,077 | -4.5% | |
| 38 | VMBS | 0.20% | 148,163 | $7M | $46.95 | $551K | +12,119 | +8.9% | |
| 39 | BLV | 0.20% | 97,467 | $7M | $68.78 | $622K | +9,990 | +11.4% | |
| 40 | GOVT | 0.19% | 287,200 | $7M | $22.91 | $5M | +232,446 | +424.5% | |
| 41 | SPYG | 0.19% | 66,638 | $7M | $97.91 | -$6M | -51,922 | -43.8% | |
| 42 | BND | 0.18% | 82,538 | $6M | $73.64 | -$114K | -1,061 | -1.3% | |
| 43 | MBB | 0.17% | 62,261 | $6M | $94.95 | $229K | +2,585 | +4.3% | |
| 44 | TLH | 0.17% | 58,607 | $6M | $100.72 | -$552K | -4,878 | -7.7% | |
| 45 | IWB | 0.17% | 16,146 | $6M | $356.55 | -$382K | -99 | -0.6% | |
| 46 | EFG | 0.15% | 46,387 | $5M | $111.37 | $5M | +43,822 | +1708.5% | |
| 47 | VXF | 0.15% | 24,811 | $5M | $205.80 | -$883K | -3,828 | -13.4% | |
| 48 | SPHY | 0.15% | 218,945 | $5M | $23.32 | $747K | +34,809 | +18.9% | |
| 49 | BAI | 0.14% | 146,885 | $5M | $32.95 | $197K | +7,465 | +5.3% | |
| 50 | QUAL | 0.14% | 24,834 | $5M | $191.81 | -$1M | -4,401 | -15.1% | |
| 51 | SHY | 0.14% | 57,430 | $5M | $82.57 | $108K | +1,464 | +2.6% | |
| 52 | INTF | 0.14% | 118,892 | $5M | $38.96 | $173K | +778 | +0.7% | |
| 53 | MTUM | 0.13% | 18,479 | $4M | $239.99 | $567K | +3,028 | +19.6% | |
| 54 | THRO | 0.13% | 121,444 | $4M | $36.22 | -$89K | +5,057 | +4.3% | |
| 55 | IAGG | 0.12% | 82,528 | $4M | $50.04 | $276K | +5,472 | +7.1% | |
| 56 | VV | 0.12% | 13,350 | $4M | $298.85 | $201K | +1,316 | +10.9% | |
| 57 | BINC | 0.11% | 74,175 | $4M | $51.93 | -$809K | -14,159 | -16.0% | |
| 58 | PCY | 0.11% | 184,022 | $4M | $20.90 | -$110K | +2,217 | +1.2% | |
| 59 | IJH | 0.11% | 56,436 | $4M | $67.53 | -$17K | -1,565 | -2.7% | |
| 60 | IWX | 0.11% | 40,777 | $4M | $92.67 | -$938K | -10,575 | -20.6% | |
| 61 | BCI | 0.11% | 155,536 | $4M | $24.29 | $248K | -25,213 | -13.9% | |
| 62 | VTEB | 0.10% | 68,472 | $3M | $49.89 | $630K | +13,067 | +23.6% | |
| 63 | TIP | 0.10% | 30,483 | $3M | $110.36 | $46K | +321 | +1.1% | |
| 64 | LCTU | 0.10% | 47,049 | $3M | $70.14 | -$491K | -4,114 | -8.0% | |
| 65 | BLCR | 0.10% | 79,877 | $3M | $41.06 | — | +79,877 | — | NEW |
| 66 | ESGU | 0.09% | 22,286 | $3M | $141.42 | -$150K | +126 | +0.6% | |
| 67 | FREL | 0.09% | 114,594 | $3M | $26.91 | -$49K | -1,480 | -1.3% | |
| 68 | PXH | 0.09% | 112,888 | $3M | $26.91 | $154K | +1,137 | +1.0% | |
| 69 | IQDG | 0.09% | 73,681 | $3M | $40.14 | $113K | +5,105 | +7.4% | |
| 70 | SCHO | 0.09% | 121,068 | $3M | $24.27 | -$9K | +16 | +0.0% | |
| 71 | PRF | 0.07% | 51,593 | $2M | $47.53 | $506K | +10,122 | +24.4% | |
| 72 | SPTS | 0.07% | 83,635 | $2M | $29.18 | -$102K | -3,271 | -3.8% | |
| 73 | HYMB | 0.07% | 92,438 | $2M | $24.80 | $437K | +18,045 | +24.3% | |
| 74 | SUSC | 0.07% | 98,454 | $2M | $23.14 | $52K | +3,268 | +3.4% | |
| 75 | DSI | 0.06% | 17,946 | $2M | $121.19 | -$349K | -1,645 | -8.4% | |
| 76 | MUB | 0.06% | 19,277 | $2M | $106.15 | -$75K | -534 | -2.7% | |
| 77 | COWZ | 0.06% | 32,046 | $2M | $62.56 | — | +32,046 | — | NEW |
| 78 | XMMO | 0.06% | 13,207 | $2M | $145.02 | — | +13,207 | — | NEW |
| 79 | EAGG | 0.05% | 38,684 | $2M | $47.55 | -$34M | -714,129 | -94.9% | |
| 80 | IWR | 0.05% | 18,059 | $2M | $97.23 | $216K | +2,061 | +12.9% | |
| 81 | VGIT | 0.05% | 29,179 | $2M | $59.55 | $150K | +2,692 | +10.2% | |
| 82 | SCHP | 0.05% | 61,917 | $2M | $26.61 | $26K | +738 | +1.2% | |
| 83 | IJS | 0.05% | 13,907 | $2M | $118.45 | $144K | +691 | +5.2% | |
| 84 | USXF | 0.05% | 29,588 | $2M | $55.20 | -$37M | -640,667 | -95.6% | |
| 85 | VB | 0.05% | 5,851 | $2M | $261.94 | -$115K | -535 | -8.4% | |
| 86 | SPIP | 0.04% | 58,579 | $2M | $26.01 | -$78K | -3,064 | -5.0% | |
| 87 | IAU | 0.04% | 16,560 | $1M | $88.16 | -$2M | -27,378 | -62.3% | |
| 88 | ESGE | 0.04% | 31,430 | $1M | $45.47 | -$12M | -270,785 | -89.6% | |
| 89 | USRT | 0.04% | 21,851 | $1M | $59.19 | -$10K | -947 | -4.2% | |
| 90 | JHML | 0.04% | 16,512 | $1M | $78.27 | -$43K | -217 | -1.3% | |
| 91 | SCHK | 0.04% | 38,528 | $1M | $31.33 | $273K | +10,051 | +35.3% | |
| 92 | FIBR | 0.04% | 13,524 | $1M | $89.00 | $53K | +702 | +5.5% | |
| 93 | VYMI | 0.03% | 11,430 | $1M | $94.24 | $207K | +1,762 | +18.2% | |
| 94 | EVUS | 0.03% | 32,218 | $1M | $31.83 | $30K | +1,161 | +3.7% | |
| 95 | SCHH | 0.03% | 44,533 | $957K | $21.49 | $21K | -104 | -0.2% | |
| 96 | LMUB | 0.03% | 18,613 | $929K | $49.93 | — | +18,613 | — | NEW |
| 97 | VYM | 0.03% | 6,054 | $897K | $148.10 | -$67K | -662 | -9.9% | |
| 98 | DMXF | 0.03% | 11,780 | $889K | $75.45 | -$17M | -221,368 | -95.0% | |
| 99 | HYLB | 0.03% | 24,179 | $874K | $36.16 | $45K | +1,667 | +7.4% | |
| 100 | VWOB | 0.03% | 12,973 | $852K | $65.69 | -$15K | +115 | +0.9% |