Asset Manager
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SigFig Wealth Management, LLC
2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA 94115 • 6503078236
Market Value
$3.2B
+7.0%
Holdings
138
+3
New Purchases
7
Added To
69
Closed
2
Reduced
59
Top 10 Concentration
66.4%
Turnover
6.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VO | 4.89% | 1.61% | +3.27% | $158M |
| LRGF | 5.31% | 4.17% | +1.13% | $172M |
| ITOT | 16.19% | 15.73% | +0.46% | $523M |
| AGG | 10.77% | 10.32% | +0.45% | $348M |
| PDBC | 3.11% | 2.85% | +0.26% | $100M |
| IVV | 1.36% | 1.17% | +0.20% | $44M |
| USSG | 1.11% | 0.97% | +0.14% | $36M |
| USHY | 2.97% | 2.84% | +0.13% | $96M |
| SCHX | 1.07% | 0.94% | +0.13% | $35M |
| IWY | 0.12% | 0.00% | +0.12% | $4M |
| OEF | 0.25% | 0.13% | +0.12% | $8M |
| IUSB | 6.39% | 6.29% | +0.11% | $207M |
| IEMG | 2.86% | 2.76% | +0.09% | $92M |
| BAI | 0.14% | 0.05% | +0.09% | $4M |
| IQDG | 0.08% | 0.00% | +0.08% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VXF | 0.19% | 3.53% | -3.35% | $6M |
| IJR | 1.37% | 2.69% | -1.32% | $44M |
| GSLC | 6.92% | 7.46% | -0.54% | $224M |
| GSIE | 5.58% | 5.89% | -0.31% | $180M |
| SPMO | 0.17% | 0.48% | -0.31% | $5M |
| IEFA | 3.25% | 3.37% | -0.12% | $105M |
| MTUM | 0.09% | 0.21% | -0.12% | $3M |
| EFG | 0.02% | 0.14% | -0.12% | $601K |
| IYW | 0.01% | 0.11% | -0.10% | $206K |
| VTEB | 0.07% | 0.16% | -0.08% | $2M |
| IHDG | 0.00% | 0.07% | -0.07% | $0 |
| ESML | 0.28% | 0.35% | -0.07% | $9M |
| QUAL | 0.28% | 0.34% | -0.06% | $9M |
| EFV | 0.26% | 0.32% | -0.06% | $9M |
| VEA | 0.96% | 1.01% | -0.05% | $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 | $295M | 9.1% |
| Large Cap | 67 | $2.1B | 64.3% |
| Mid Cap | 32 | $572M | 17.7% |
| Small Cap | 26 | $276M | 8.5% |
| Micro Cap | 4 | $13M | 0.4% |
Portfolio Analytics
Avg Market Cap
$91.5B
Median Market Cap
$12.8B
Avg P/E
37.1
Median P/E
37.1
Avg Dividend Yield
0.00%
Avg Beta
0.92
# Stocks
1
# ETFs / Funds
137
Top Holdings (138 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 16.19% | 3,604,140 | $523M | $145.19 | $48M | +66,470 | +1.9% | |
| 2 | AGG | 10.77% | 3,473,163 | $348M | $100.25 | $36M | +317,832 | +10.1% | |
| 3 | GSLC | 6.92% | 1,720,790 | $224M | $130.03 | -$2M | -145,532 | -7.8% | |
| 4 | IUSB | 6.39% | 4,424,772 | $207M | $46.71 | $17M | +303,906 | +7.4% | |
| 5 | GSIE | 5.58% | 4,401,595 | $180M | $40.97 | $2M | -93,349 | -2.1% | |
| 6 | LRGF | 5.31% | 2,488,623 | $172M | $68.92 | $45M | +509,729 | +25.8% | |
| 7 | VO | 4.89% | 538,877 | $158M | $293.15 | $109M | +364,066 | +208.3% | |
| 8 | GEM | 4.04% | 3,220,033 | $131M | $40.56 | $8M | -83,479 | -2.5% | |
| 9 | IEFA | 3.25% | 1,209,144 | $105M | $86.83 | $3M | -14,025 | -1.1% | |
| 10 | PDBC | 3.11% | 7,453,163 | $100M | $13.48 | $14M | +842,523 | +12.7% | |
| 11 | USHY | 2.97% | 2,540,665 | $96M | $37.80 | $10M | +248,755 | +10.8% | |
| 12 | IEMG | 2.86% | 1,407,228 | $92M | $65.59 | $9M | +10,446 | +0.8% | |
| 13 | EMB | 2.31% | 783,001 | $75M | $95.37 | $6M | +42,702 | +5.8% | |
| 14 | IJR | 1.37% | 372,911 | $44M | $118.58 | -$37M | -368,832 | -49.7% | |
| 15 | IVV | 1.36% | 66,125 | $44M | $666.76 | $9M | +9,095 | +15.9% | |
| 16 | VOO | 1.25% | 66,404 | $41M | $610.13 | $3M | +55 | +0.1% | |
| 17 | USXF | 1.18% | 667,268 | $38M | $57.02 | $2M | -5,852 | -0.9% | |
| 18 | USSG | 1.11% | 585,992 | $36M | $60.96 | $6M | +68,630 | +13.3% | |
| 19 | EAGG | 1.10% | 740,766 | $36M | $48.03 | $4M | +67,953 | +10.1% | |
| 20 | SCHX | 1.07% | 1,319,988 | $35M | $26.26 | $6M | +149,330 | +12.8% | |
| 21 | VEA | 0.96% | 519,033 | $31M | $59.66 | $418K | -18,574 | -3.5% | |
| 22 | EUSB | 0.84% | 614,694 | $27M | $43.93 | $2M | +48,451 | +8.6% | |
| 23 | SPDW | 0.83% | 629,547 | $27M | $42.53 | $2M | +22,489 | +3.7% | |
| 24 | SPTM | 0.77% | 312,109 | $25M | $80.16 | $788K | -13,006 | -4.0% | |
| 25 | DMXF | 0.53% | 226,716 | $17M | $75.45 | -$127K | -4,567 | -2.0% | |
| 26 | VWO | 0.45% | 270,375 | $15M | $53.84 | $655K | -11,108 | -4.0% | |
| 27 | SPEM | 0.44% | 308,349 | $14M | $46.26 | $491K | -14,674 | -4.5% | |
| 28 | SCHB | 0.42% | 528,624 | $14M | $25.56 | -$354K | -56,191 | -9.6% | |
| 29 | BNDX | 0.41% | 267,064 | $13M | $49.45 | $72K | +1,510 | +0.6% | |
| 30 | SPAB | 0.41% | 508,420 | $13M | $25.83 | $773K | +23,877 | +4.9% | |
| 31 | ESGE | 0.40% | 300,859 | $13M | $43.24 | $1M | +3,557 | +1.2% | |
| 32 | BSV | 0.39% | 158,199 | $12M | $78.89 | $102K | +711 | +0.5% | |
| 33 | SPYG | 0.37% | 113,482 | $12M | $104.06 | $2M | +5,030 | +4.6% | |
| 34 | DYNF | 0.36% | 199,473 | $12M | $59.03 | $3M | +29,199 | +17.1% | |
| 35 | SCHF | 0.35% | 484,205 | $11M | $23.09 | -$760K | -57,419 | -10.6% | |
| 36 | SCHE | 0.35% | 338,807 | $11M | $32.97 | -$253K | -40,639 | -10.7% | |
| 37 | HYXF | 0.34% | 229,808 | $11M | $47.47 | $1M | +21,698 | +10.4% | |
| 38 | SCHZ | 0.31% | 426,419 | $10M | $23.42 | -$233K | -15,060 | -3.4% | |
| 39 | IVW | 0.30% | 80,835 | $10M | $120.16 | $415K | -4,084 | -4.8% | |
| 40 | ESML | 0.28% | 200,496 | $9M | $44.98 | -$2M | -55,266 | -21.6% | |
| 41 | QUAL | 0.28% | 46,473 | $9M | $193.36 | -$1M | -9,898 | -17.6% | |
| 42 | BIV | 0.28% | 114,036 | $9M | $78.10 | -$6K | -1,567 | -1.4% | |
| 43 | IVE | 0.27% | 42,313 | $9M | $205.80 | $785K | +1,545 | +3.8% | |
| 44 | EFV | 0.26% | 126,335 | $9M | $67.57 | -$1M | -25,789 | -16.9% | |
| 45 | OEF | 0.25% | 24,696 | $8M | $331.44 | $4M | +11,420 | +86.0% | |
| 46 | SMMD | 0.25% | 110,496 | $8M | $73.63 | $2M | +15,448 | +16.2% | |
| 47 | VTI | 0.25% | 24,664 | $8M | $325.88 | $97K | -1,596 | -6.1% | |
| 48 | TLH | 0.21% | 65,997 | $7M | $103.12 | $1M | +11,046 | +20.1% | |
| 49 | VTV | 0.20% | 34,117 | $6M | $185.76 | $33K | -1,567 | -4.4% | |
| 50 | VMBS | 0.19% | 132,989 | $6M | $47.01 | $94K | -333 | -0.2% | |
| 51 | BND | 0.19% | 83,654 | $6M | $74.40 | -$142K | -3,137 | -3.6% | |
| 52 | IWB | 0.19% | 16,946 | $6M | $363.63 | $310K | -394 | -2.3% | |
| 53 | VXF | 0.19% | 28,680 | $6M | $209.74 | -$101M | -528,248 | -94.8% | |
| 54 | BLV | 0.19% | 84,448 | $6M | $71.01 | $158K | -299 | -0.3% | |
| 55 | MBB | 0.17% | 58,506 | $6M | $95.19 | $387K | +3,102 | +5.6% | |
| 56 | SPMO | 0.17% | 45,259 | $5M | $120.71 | -$9M | -83,105 | -64.7% | |
| 57 | BINC | 0.14% | 86,363 | $5M | $53.25 | $346K | +5,758 | +7.1% | |
| 58 | SHY | 0.14% | 54,504 | $5M | $82.90 | $228K | +2,695 | +5.2% | |
| 59 | BAI | 0.14% | 131,466 | $4M | $34.07 | $3M | +80,801 | +159.5% | |
| 60 | INTF | 0.13% | 120,792 | $4M | $35.79 | $98K | -2,857 | -2.3% | |
| 61 | THRO | 0.13% | 113,216 | $4M | $37.74 | $278K | +393 | +0.3% | |
| 62 | BCI | 0.13% | 190,767 | $4M | $21.54 | $121K | -243 | -0.1% | |
| 63 | IWY | 0.12% | 14,460 | $4M | $271.93 | — | +14,460 | — | NEW |
| 64 | IAGG | 0.12% | 74,990 | $4M | $51.29 | $308K | +5,707 | +8.2% | |
| 65 | PCY | 0.12% | 176,639 | $4M | $21.46 | -$161K | -18,426 | -9.4% | |
| 66 | VV | 0.12% | 12,216 | $4M | $306.88 | -$156K | -1,505 | -11.0% | |
| 67 | LCTU | 0.11% | 51,391 | $4M | $72.32 | $259K | -354 | -0.7% | |
| 68 | IJH | 0.11% | 56,254 | $4M | $65.19 | $153K | -415 | -0.7% | |
| 69 | ESGU | 0.11% | 24,574 | $4M | $145.19 | $1M | +6,235 | +34.0% | |
| 70 | SPHY | 0.11% | 147,732 | $4M | $23.95 | $636K | +25,395 | +20.8% | |
| 71 | IAU | 0.10% | 45,800 | $3M | $72.16 | $2M | +17,000 | +59.0% | |
| 72 | TIP | 0.10% | 29,082 | $3M | $111.14 | $121K | +738 | +2.6% | |
| 73 | FREL | 0.09% | 105,849 | $3M | $27.68 | $88K | +112 | +0.1% | |
| 74 | PXH | 0.09% | 113,861 | $3M | $25.41 | $145K | -3,591 | -3.1% | |
| 75 | MTUM | 0.09% | 10,960 | $3M | $255.64 | -$3M | -15,425 | -58.5% | |
| 76 | SCHO | 0.08% | 111,536 | $3M | $24.39 | $146K | +5,850 | +5.5% | |
| 77 | SPTS | 0.08% | 92,015 | $3M | $29.29 | -$118K | -4,091 | -4.3% | |
| 78 | DSI | 0.08% | 19,782 | $2M | $125.28 | $168K | -185 | -0.9% | |
| 79 | IQDG | 0.08% | 61,452 | $2M | $39.64 | — | +61,452 | — | NEW |
| 80 | VTEB | 0.07% | 48,229 | $2M | $50.05 | -$2M | -47,767 | -49.8% | |
| 81 | SUSC | 0.07% | 98,675 | $2M | $23.57 | $304K | +11,203 | +12.8% | |
| 82 | JHML | 0.07% | 26,976 | $2M | $78.12 | -$149K | -3,953 | -12.8% | |
| 83 | MUB | 0.06% | 19,127 | $2M | $106.41 | -$502K | -5,191 | -21.4% | |
| 84 | ITA | 0.06% | 9,311 | $2M | $205.44 | — | +9,311 | — | NEW |
| 85 | PRF | 0.06% | 41,266 | $2M | $45.17 | $251K | +2,926 | +7.6% | |
| 86 | VB | 0.05% | 6,816 | $2M | $254.14 | -$1M | -5,243 | -43.5% | |
| 87 | SPIP | 0.05% | 64,513 | $2M | $26.27 | -$39K | -2,211 | -3.3% | |
| 88 | HYMB | 0.05% | 63,855 | $2M | $24.92 | $359K | +13,972 | +28.0% | |
| 89 | SCHP | 0.05% | 55,896 | $2M | $26.91 | -$103K | -4,549 | -7.5% | |
| 90 | VGIT | 0.04% | 23,859 | $1M | $60.03 | $13K | +69 | +0.3% | |
| 91 | USRT | 0.04% | 23,655 | $1M | $58.26 | $6K | -746 | -3.1% | |
| 92 | IJS | 0.04% | 12,051 | $1M | $110.40 | $201K | +718 | +6.3% | |
| 93 | STIP | 0.04% | 12,748 | $1M | $103.34 | $93K | +842 | +7.1% | |
| 94 | GOVT | 0.04% | 54,104 | $1M | $23.12 | $84K | +3,158 | +6.2% | |
| 95 | ESGD | 0.03% | 11,327 | $1M | $92.64 | $178K | +1,537 | +15.7% | |
| 96 | VYM | 0.03% | 6,181 | $868K | $140.51 | $88K | +290 | +4.9% | |
| 97 | VWOB | 0.03% | 12,640 | $847K | $67.03 | -$7K | -494 | -3.8% | |
| 98 | SCHK | 0.03% | 26,278 | $841K | $32.01 | $65K | +111 | +0.4% | |
| 99 | SCHH | 0.03% | 38,889 | $832K | $21.40 | -$160K | -8,376 | -17.7% | |
| 100 | HYLB | 0.03% | 21,799 | $809K | $37.12 | -$591 | -206 | -0.9% |