Asset Manager
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SigFig Wealth Management, LLC
2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA 94115 • 6503078236
Market Value
$3.0B
+9.2%
Holdings
135
+4
New Purchases
10
Added To
72
Closed
4
Reduced
49
Top 10 Concentration
63.7%
Turnover
10.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ITOT | 15.73% | 15.32% | +0.42% | $475M |
| VO | 1.61% | 1.23% | +0.38% | $49M |
| SCHX | 0.94% | 0.71% | +0.24% | $28M |
| SPYG | 0.34% | 0.15% | +0.19% | $10M |
| SCHE | 0.38% | 0.20% | +0.18% | $11M |
| SPMO | 0.48% | 0.30% | +0.18% | $14M |
| SCHF | 0.40% | 0.22% | +0.17% | $12M |
| SCHZ | 0.34% | 0.20% | +0.14% | $10M |
| SCHB | 0.46% | 0.32% | +0.14% | $14M |
| IEMG | 2.76% | 2.63% | +0.13% | $83M |
| MTUM | 0.21% | 0.08% | +0.12% | $6M |
| THRO | 0.13% | 0.01% | +0.12% | $4M |
| IAGG | 0.12% | 0.00% | +0.12% | $4M |
| SPDW | 0.81% | 0.72% | +0.09% | $25M |
| EFV | 0.32% | 0.23% | +0.09% | $10M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AGG | 10.32% | 11.03% | -0.71% | $312M |
| IVV | 1.17% | 1.80% | -0.63% | $35M |
| IUSB | 6.29% | 6.80% | -0.52% | $190M |
| PDBC | 2.85% | 3.20% | -0.34% | $86M |
| IWX | 0.00% | 0.21% | -0.21% | $0 |
| USHY | 2.84% | 2.98% | -0.15% | $86M |
| VXF | 3.53% | 3.67% | -0.13% | $107M |
| EMB | 2.26% | 2.37% | -0.11% | $68M |
| EMXC | 0.00% | 0.11% | -0.11% | $0 |
| BNDX | 0.43% | 0.53% | -0.10% | $13M |
| VTEB | 0.16% | 0.23% | -0.08% | $5M |
| EAGG | 1.05% | 1.11% | -0.06% | $32M |
| IEFA | 3.37% | 3.42% | -0.05% | $102M |
| HEFA | 0.00% | 0.04% | -0.04% | $0 |
| EUSB | 0.81% | 0.85% | -0.04% | $25M |
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 | $175M | 5.8% |
| Large Cap | 64 | $2.1B | 68.9% |
| Mid Cap | 34 | $501M | 16.6% |
| Small Cap | 25 | $253M | 8.4% |
| Micro Cap | 3 | $11M | 0.4% |
Portfolio Analytics
Avg Market Cap
$92.7B
Median Market Cap
$12.5B
Avg P/E
37.1
Median P/E
37.1
Avg Dividend Yield
0.00%
Avg Beta
0.93
# Stocks
1
# ETFs / Funds
134
Top Holdings (135 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 15.73% | 3,537,670 | $475M | $134.34 | $52M | +47,788 | +1.4% | |
| 2 | AGG | 10.32% | 3,155,331 | $312M | $98.80 | $7M | +62,495 | +2.0% | |
| 3 | GSLC | 7.46% | 1,866,322 | $225M | $120.74 | $21M | -493 | -0.0% | |
| 4 | IUSB | 6.29% | 4,120,866 | $190M | $46.08 | $2M | +28,343 | +0.7% | |
| 5 | GSIE | 5.89% | 4,494,944 | $178M | $39.57 | $14M | -55,844 | -1.2% | |
| 6 | LRGF | 4.17% | 1,978,894 | $126M | $63.69 | $12M | +1,954 | +0.1% | |
| 7 | GEM | 4.06% | 3,303,512 | $123M | $37.13 | $12M | -35,728 | -1.1% | |
| 8 | VXF | 3.53% | 556,928 | $107M | $191.72 | $5M | -29,548 | -5.0% | |
| 9 | IEFA | 3.37% | 1,223,169 | $102M | $83.31 | $7M | -21,374 | -1.7% | |
| 10 | PDBC | 2.85% | 6,610,640 | $86M | $13.03 | -$2M | +43,933 | +0.7% | |
| 11 | USHY | 2.84% | 2,291,910 | $86M | $37.40 | $3M | +47,223 | +2.1% | |
| 12 | IEMG | 2.76% | 1,396,782 | $83M | $59.75 | $11M | +46,256 | +3.4% | |
| 13 | IJR | 2.69% | 741,743 | $81M | $109.49 | $6M | +20,448 | +2.8% | |
| 14 | EMB | 2.26% | 740,299 | $68M | $92.10 | $3M | +13,470 | +1.9% | |
| 15 | VO | 1.61% | 174,811 | $49M | $279.06 | $15M | +42,352 | +32.0% | |
| 16 | VOO | 1.25% | 66,349 | $38M | $566.95 | $4M | +273 | +0.4% | |
| 17 | USXF | 1.19% | 673,120 | $36M | $53.57 | $5M | +4,249 | +0.6% | |
| 18 | IVV | 1.17% | 57,030 | $35M | $617.46 | -$15M | -32,164 | -36.1% | |
| 19 | EAGG | 1.05% | 672,813 | $32M | $47.36 | $1M | +22,550 | +3.5% | |
| 20 | VEA | 1.01% | 537,607 | $31M | $56.82 | $3M | -11,971 | -2.2% | |
| 21 | USSG | 0.97% | 517,362 | $29M | $56.59 | $4M | +9,976 | +2.0% | |
| 22 | SCHX | 0.94% | 1,170,658 | $28M | $24.33 | $9M | +261,999 | +28.8% | |
| 23 | EUSB | 0.81% | 566,243 | $25M | $43.41 | $1M | +22,923 | +4.2% | |
| 24 | SPDW | 0.81% | 607,058 | $25M | $40.38 | $5M | +35,459 | +6.2% | |
| 25 | SPTM | 0.80% | 325,115 | $24M | $74.53 | $2M | -16,436 | -4.8% | |
| 26 | DMXF | 0.57% | 231,283 | $17M | $74.51 | $2M | -444 | -0.2% | |
| 27 | SPMO | 0.48% | 128,364 | $14M | $111.84 | $6M | +38,914 | +43.5% | |
| 28 | VWO | 0.46% | 281,483 | $14M | $49.38 | $1M | +1,873 | +0.7% | |
| 29 | SCHB | 0.46% | 584,815 | $14M | $23.71 | $5M | +15,904 | +2.8% | |
| 30 | SPEM | 0.46% | 323,023 | $14M | $42.64 | $990K | -17,059 | -5.0% | |
| 31 | BNDX | 0.43% | 265,554 | $13M | $49.46 | -$2M | -34,640 | -11.5% | |
| 32 | BSV | 0.41% | 157,488 | $12M | $78.60 | $181K | +1,584 | +1.0% | |
| 33 | SPAB | 0.41% | 484,543 | $12M | $25.51 | $191K | +29,850 | +6.6% | |
| 34 | SCHF | 0.40% | 541,624 | $12M | $22.05 | $6M | -25,282 | -4.5% | |
| 35 | ESGE | 0.38% | 297,302 | $12M | $39.07 | $1M | +4,127 | +1.4% | |
| 36 | SCHE | 0.38% | 379,446 | $11M | $30.11 | $6M | -10,258 | -2.6% | |
| 37 | ESML | 0.35% | 255,762 | $11M | $41.31 | $1M | +16,849 | +7.0% | |
| 38 | SPYG | 0.34% | 108,452 | $10M | $94.79 | $6M | +56,985 | +110.7% | |
| 39 | QUAL | 0.34% | 56,371 | $10M | $181.59 | $891K | +1,271 | +2.3% | |
| 40 | SCHZ | 0.34% | 441,479 | $10M | $23.15 | $5M | -1,065 | -0.2% | |
| 41 | HYXF | 0.33% | 208,110 | $10M | $47.34 | $410K | +4,391 | +2.2% | |
| 42 | EFV | 0.32% | 152,124 | $10M | $63.49 | $3M | +44,345 | +41.1% | |
| 43 | IVW | 0.31% | 84,919 | $9M | $109.49 | $554K | -9,561 | -10.1% | |
| 44 | DYNF | 0.31% | 170,274 | $9M | $54.21 | $964K | -207 | -0.1% | |
| 45 | BIV | 0.29% | 115,603 | $9M | $77.09 | $360K | +3,688 | +3.3% | |
| 46 | VTI | 0.26% | 26,260 | $8M | $302.38 | $1M | -517 | -1.9% | |
| 47 | IVE | 0.26% | 40,768 | $8M | $194.35 | $1M | +5,477 | +15.5% | |
| 48 | SMMD | 0.21% | 95,048 | $6M | $67.58 | $2M | +25,551 | +36.8% | |
| 49 | BND | 0.21% | 86,791 | $6M | $73.34 | -$167K | -2,256 | -2.5% | |
| 50 | VTV | 0.21% | 35,684 | $6M | $176.67 | $365K | +919 | +2.6% | |
| 51 | MTUM | 0.21% | 26,385 | $6M | $237.71 | $4M | +14,930 | +130.3% | |
| 52 | VMBS | 0.20% | 133,322 | $6M | $46.19 | $47K | +1,277 | +1.0% | |
| 53 | IWB | 0.19% | 17,340 | $6M | $337.47 | $599K | +217 | +1.3% | |
| 54 | BLV | 0.19% | 84,747 | $6M | $68.90 | -$9K | +1,196 | +1.4% | |
| 55 | TLH | 0.18% | 54,951 | $6M | $100.81 | $2M | +18,608 | +51.2% | |
| 56 | MBB | 0.17% | 55,404 | $5M | $93.53 | -$39K | -336 | -0.6% | |
| 57 | VTEB | 0.16% | 95,996 | $5M | $48.97 | -$2M | -35,000 | -26.7% | |
| 58 | SHY | 0.14% | 51,809 | $4M | $82.80 | -$161K | -1,434 | -2.7% | |
| 59 | BINC | 0.14% | 80,605 | $4M | $52.76 | $107K | +1,411 | +1.8% | |
| 60 | INTF | 0.14% | 123,649 | $4M | $34.17 | $526K | +4,696 | +4.0% | |
| 61 | EFG | 0.14% | 36,810 | $4M | $111.72 | -$46K | -4,430 | -10.7% | |
| 62 | OEF | 0.13% | 13,276 | $4M | $303.10 | $2M | +3,955 | +42.4% | |
| 63 | THRO | 0.13% | 112,823 | $4M | $35.40 | $4M | +105,570 | +1455.5% | |
| 64 | BCI | 0.13% | 191,010 | $4M | $20.88 | $477K | +26,158 | +15.9% | |
| 65 | PCY | 0.13% | 195,065 | $4M | $20.26 | $2M | +5,890 | +3.1% | |
| 66 | VV | 0.13% | 13,721 | $4M | $284.59 | $659K | +1,014 | +8.0% | |
| 67 | IAGG | 0.12% | 69,283 | $4M | $51.07 | — | +69,283 | — | NEW |
| 68 | IJH | 0.12% | 56,669 | $4M | $62.02 | $893K | +11,631 | +25.8% | |
| 69 | LCTU | 0.11% | 51,745 | $3M | $66.82 | $457K | +2,022 | +4.1% | |
| 70 | IYW | 0.11% | 18,791 | $3M | $171.77 | $236K | -2,480 | -11.7% | |
| 71 | TIP | 0.10% | 28,344 | $3M | $109.76 | -$124K | -1,022 | -3.5% | |
| 72 | SPHY | 0.10% | 122,337 | $3M | $23.72 | $804K | +32,727 | +36.5% | |
| 73 | VB | 0.09% | 12,059 | $3M | $237.37 | $609K | +1,894 | +18.6% | |
| 74 | FREL | 0.09% | 105,737 | $3M | $26.88 | -$119K | -3,121 | -2.9% | |
| 75 | SPTS | 0.09% | 96,106 | $3M | $29.27 | -$224K | -4,769 | -4.7% | |
| 76 | PXH | 0.09% | 117,452 | $3M | $23.40 | $599K | +18,400 | +18.6% | |
| 77 | SCHO | 0.09% | 105,686 | $3M | $24.36 | $716K | +1,900 | +1.8% | |
| 78 | MUB | 0.08% | 24,318 | $3M | $104.32 | -$284K | -2,279 | -8.6% | |
| 79 | ESGU | 0.08% | 18,339 | $2M | $134.33 | $541K | +2,480 | +15.6% | |
| 80 | DSI | 0.08% | 19,967 | $2M | $115.69 | $270K | -28 | -0.1% | |
| 81 | JHML | 0.07% | 30,929 | $2M | $72.94 | $140K | -633 | -2.0% | |
| 82 | IHDG | 0.07% | 47,832 | $2M | $45.18 | $285K | +5,001 | +11.7% | |
| 83 | SUSC | 0.07% | 87,472 | $2M | $23.12 | $304K | +12,805 | +17.1% | |
| 84 | IAU | 0.06% | 28,800 | $2M | $61.65 | -$496K | -10,270 | -26.3% | |
| 85 | SPIP | 0.06% | 66,724 | $2M | $25.98 | -$192K | -3,131 | -4.5% | |
| 86 | VUG | 0.05% | 3,763 | $2M | $436.34 | -$377K | -1,687 | -30.9% | |
| 87 | PRF | 0.05% | 38,340 | $2M | $42.08 | $94K | +397 | +1.1% | |
| 88 | SCHP | 0.05% | 60,445 | $2M | $26.59 | $900K | +3,038 | +5.3% | |
| 89 | BAI | 0.05% | 50,665 | $1M | $28.68 | — | +50,665 | — | NEW |
| 90 | VGIT | 0.05% | 23,790 | $1M | $59.65 | $360K | +5,935 | +33.2% | |
| 91 | USRT | 0.05% | 24,401 | $1M | $56.25 | $56K | -912 | -3.6% | |
| 92 | IWM | 0.05% | 6,362 | $1M | $215.48 | $50K | -229 | -3.5% | |
| 93 | HYMB | 0.04% | 49,883 | $1M | $24.70 | $301K | +12,932 | +35.0% | |
| 94 | STIP | 0.04% | 11,906 | $1M | $102.81 | — | +11,906 | — | NEW |
| 95 | GOVT | 0.04% | 50,946 | $1M | $22.90 | $20K | +957 | +1.9% | |
| 96 | IJS | 0.04% | 11,333 | $1M | $99.68 | $214K | +1,911 | +20.3% | |
| 97 | SCHH | 0.03% | 47,265 | $992K | $20.99 | $435K | -357 | -0.8% | |
| 98 | ESGD | 0.03% | 9,790 | $872K | $89.04 | — | +9,790 | — | NEW |
| 99 | VWOB | 0.03% | 13,134 | $855K | $65.07 | $196K | +2,856 | +27.8% | |
| 100 | HYLB | 0.03% | 22,005 | $810K | $36.80 | $88K | +2,019 | +10.1% |