Asset Manager
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SigFig Wealth Management, LLC
2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA 94115 • 6503078236
Market Value
$3.4B
+3.7%
Holdings
146
+6
New Purchases
8
Added To
86
Closed
9
Reduced
42
Top 10 Concentration
66.3%
Turnover
11.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SCHX | 1.24% | 1.07% | +0.17% | $42M |
| GSIE | 5.73% | 5.58% | +0.16% | $192M |
| IWX | 0.14% | 0.00% | +0.14% | $5M |
| IVE | 0.36% | 0.27% | +0.09% | $12M |
| IJR | 1.44% | 1.37% | +0.08% | $48M |
| AGG | 10.83% | 10.77% | +0.07% | $363M |
| SPDW | 0.88% | 0.83% | +0.05% | $30M |
| USHY | 3.02% | 2.97% | +0.05% | $101M |
| SMMD | 0.30% | 0.25% | +0.05% | $10M |
| RGLO | 0.04% | 0.00% | +0.04% | $1M |
| IWR | 0.05% | 0.01% | +0.04% | $2M |
| IVV | 1.40% | 1.36% | +0.04% | $47M |
| SYSB | 0.03% | 0.00% | +0.03% | $1M |
| IUSB | 6.42% | 6.39% | +0.03% | $216M |
| IEMG | 2.89% | 2.85% | +0.03% | $97M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPMO | 0.00% | 0.17% | -0.17% | $0 |
| IWY | 0.00% | 0.12% | -0.12% | $0 |
| VO | 4.78% | 4.88% | -0.11% | $160M |
| QUAL | 0.17% | 0.28% | -0.10% | $6M |
| PDBC | 3.02% | 3.11% | -0.09% | $101M |
| LRGF | 5.23% | 5.30% | -0.07% | $176M |
| SPTM | 0.73% | 0.77% | -0.05% | $24M |
| GSLC | 6.87% | 6.92% | -0.05% | $231M |
| ITOT | 16.13% | 16.18% | -0.05% | $541M |
| STIP | 0.00% | 0.04% | -0.04% | $0 |
| SPEM | 0.41% | 0.44% | -0.03% | $14M |
| EAGG | 1.07% | 1.10% | -0.03% | $36M |
| USXF | 1.15% | 1.18% | -0.03% | $39M |
| JHML | 0.04% | 0.07% | -0.03% | $1M |
| BCI | 0.11% | 0.13% | -0.02% | $4M |
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 | $304M | 9.1% |
| Large Cap | 69 | $2.2B | 64.3% |
| Mid Cap | 34 | $593M | 17.7% |
| Small Cap | 27 | $285M | 8.5% |
| Micro Cap | 7 | $14M | 0.4% |
Portfolio Analytics
Avg Market Cap
$103.1B
Median Market Cap
$10.9B
Avg P/E
38.1
Median P/E
38.1
Avg Dividend Yield
0.00%
Avg Beta
0.89
# Stocks
1
# ETFs / Funds
145
Top Holdings (146 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | 16.13% | 3,638,230 | $541M | $148.79 | $18M | +34,090 | +0.9% | |
| 2 | AGG | 10.83% | 3,638,668 | $363M | $99.88 | $15M | +165,505 | +4.8% | |
| 3 | GSLC | 6.87% | 1,741,344 | $231M | $132.37 | $7M | +20,554 | +1.2% | |
| 4 | IUSB | 6.42% | 4,631,033 | $216M | $46.54 | $9M | +206,261 | +4.7% | |
| 5 | GSIE | 5.73% | 4,478,415 | $192M | $42.94 | $12M | +76,820 | +1.8% | |
| 6 | LRGF | 5.23% | 2,529,572 | $176M | $69.43 | $4M | +40,949 | +1.6% | |
| 7 | VO | 4.78% | 552,458 | $160M | $290.22 | $2M | +13,581 | +2.5% | |
| 8 | GEM | 4.02% | 3,242,190 | $135M | $41.62 | $4M | +22,157 | +0.7% | |
| 9 | IEFA | 3.24% | 1,215,200 | $109M | $89.55 | $4M | +6,056 | +0.5% | |
| 10 | USHY | 3.02% | 2,710,205 | $101M | $37.39 | $5M | +169,540 | +6.7% | |
| 11 | PDBC | 3.02% | 7,636,200 | $101M | $13.25 | $711K | +183,037 | +2.5% | |
| 12 | IEMG | 2.89% | 1,439,528 | $97M | $67.26 | $5M | +32,300 | +2.3% | |
| 13 | EMB | 2.31% | 803,903 | $77M | $96.30 | $3M | +20,902 | +2.7% | |
| 14 | IJR | 1.44% | 402,981 | $48M | $120.18 | $4M | +30,070 | +8.1% | |
| 15 | IVV | 1.40% | 68,496 | $47M | $684.95 | $3M | +2,371 | +3.6% | |
| 16 | VOO | 1.25% | 66,682 | $42M | $627.13 | $1M | +278 | +0.4% | |
| 17 | SCHX | 1.24% | 1,546,940 | $42M | $26.93 | $7M | +226,952 | +17.2% | |
| 18 | USXF | 1.15% | 670,255 | $39M | $57.58 | $546K | +2,987 | +0.5% | |
| 19 | USSG | 1.11% | 585,415 | $37M | $63.50 | $1M | -577 | -0.1% | |
| 20 | EAGG | 1.07% | 752,813 | $36M | $47.85 | $443K | +12,047 | +1.6% | |
| 21 | VEA | 0.96% | 514,163 | $32M | $62.49 | $1M | -4,870 | -0.9% | |
| 22 | SPDW | 0.88% | 664,539 | $30M | $44.51 | $3M | +34,992 | +5.6% | |
| 23 | EUSB | 0.83% | 631,412 | $28M | $43.91 | $719K | +16,718 | +2.7% | |
| 24 | SPTM | 0.73% | 291,165 | $24M | $83.57 | -$686K | -20,944 | -6.7% | |
| 25 | DMXF | 0.52% | 233,148 | $18M | $75.16 | $418K | +6,432 | +2.8% | |
| 26 | VWO | 0.43% | 268,704 | $14M | $53.80 | -$100K | -1,671 | -0.6% | |
| 27 | SPAB | 0.41% | 533,811 | $14M | $25.78 | $626K | +25,391 | +5.0% | |
| 28 | BNDX | 0.41% | 283,807 | $14M | $48.32 | $507K | +16,743 | +6.3% | |
| 29 | SPEM | 0.41% | 291,685 | $14M | $46.97 | -$564K | -16,664 | -5.4% | |
| 30 | SCHB | 0.41% | 515,373 | $14M | $26.58 | $187K | -13,251 | -2.5% | |
| 31 | ESGE | 0.40% | 302,215 | $13M | $44.17 | $340K | +1,356 | +0.5% | |
| 32 | BSV | 0.39% | 165,762 | $13M | $78.81 | $583K | +7,563 | +4.8% | |
| 33 | SPYG | 0.38% | 118,560 | $13M | $106.70 | $841K | +5,078 | +4.5% | |
| 34 | DYNF | 0.37% | 202,830 | $12M | $60.81 | $559K | +3,357 | +1.7% | |
| 35 | IVE | 0.36% | 56,540 | $12M | $212.07 | $3M | +14,227 | +33.6% | |
| 36 | HYXF | 0.34% | 239,468 | $11M | $47.26 | $408K | +9,660 | +4.2% | |
| 37 | SCHF | 0.34% | 464,507 | $11M | $24.20 | $60K | -19,698 | -4.1% | |
| 38 | SCHZ | 0.33% | 469,825 | $11M | $23.42 | $1M | +43,406 | +10.2% | |
| 39 | SCHE | 0.33% | 331,347 | $11M | $32.91 | -$268K | -7,460 | -2.2% | |
| 40 | IVW | 0.30% | 82,850 | $10M | $123.26 | $499K | +2,015 | +2.5% | |
| 41 | SMMD | 0.30% | 132,871 | $10M | $74.94 | $2M | +22,375 | +20.2% | |
| 42 | ESML | 0.27% | 197,887 | $9M | $45.98 | $81K | -2,609 | -1.3% | |
| 43 | BIV | 0.27% | 114,266 | $9M | $77.88 | -$7K | +230 | +0.2% | |
| 44 | OEF | 0.26% | 25,086 | $9M | $342.97 | $419K | +390 | +1.6% | |
| 45 | EFV | 0.25% | 118,268 | $8M | $71.41 | -$91K | -8,067 | -6.4% | |
| 46 | VTI | 0.24% | 23,744 | $8M | $338.15 | -$8K | -920 | -3.7% | |
| 47 | VTV | 0.21% | 37,479 | $7M | $190.99 | $821K | +3,362 | +9.8% | |
| 48 | TLH | 0.19% | 63,485 | $6M | $101.67 | -$351K | -2,512 | -3.8% | |
| 49 | VMBS | 0.19% | 136,044 | $6M | $47.08 | $153K | +3,055 | +2.3% | |
| 50 | BND | 0.18% | 83,599 | $6M | $74.07 | -$31K | -55 | -0.1% | |
| 51 | IWB | 0.18% | 16,245 | $6M | $377.91 | -$23K | -701 | -4.1% | |
| 52 | BLV | 0.18% | 87,477 | $6M | $69.52 | $85K | +3,029 | +3.6% | |
| 53 | VXF | 0.18% | 28,639 | $6M | $209.12 | -$26K | -41 | -0.1% | |
| 54 | QUAL | 0.17% | 29,235 | $6M | $198.62 | -$3M | -17,238 | -37.1% | |
| 55 | MBB | 0.17% | 59,676 | $6M | $95.22 | $113K | +1,170 | +2.0% | |
| 56 | IWX | 0.14% | 51,352 | $5M | $91.86 | — | +51,352 | — | NEW |
| 57 | BINC | 0.14% | 88,334 | $5M | $52.77 | $63K | +1,971 | +2.3% | |
| 58 | BAI | 0.14% | 139,420 | $5M | $33.30 | $164K | +7,954 | +6.0% | |
| 59 | SHY | 0.14% | 55,966 | $5M | $82.80 | $116K | +1,462 | +2.7% | |
| 60 | THRO | 0.13% | 116,387 | $4M | $38.56 | $215K | +3,171 | +2.8% | |
| 61 | INTF | 0.13% | 118,114 | $4M | $37.75 | $136K | -2,678 | -2.2% | |
| 62 | SPHY | 0.13% | 184,136 | $4M | $23.67 | $820K | +36,404 | +24.6% | |
| 63 | PCY | 0.12% | 181,805 | $4M | $21.76 | $165K | +5,166 | +2.9% | |
| 64 | MTUM | 0.12% | 15,451 | $4M | $250.31 | $1M | +4,491 | +41.0% | |
| 65 | IAGG | 0.11% | 77,056 | $4M | $50.01 | $7K | +2,066 | +2.8% | |
| 66 | IJH | 0.11% | 58,001 | $4M | $66.00 | $161K | +1,747 | +3.1% | |
| 67 | LCTU | 0.11% | 51,163 | $4M | $74.09 | $74K | -228 | -0.4% | |
| 68 | VV | 0.11% | 12,034 | $4M | $314.79 | $39K | -182 | -1.5% | |
| 69 | IAU | 0.11% | 43,938 | $4M | $81.17 | $262K | -1,862 | -4.1% | |
| 70 | BCI | 0.11% | 180,749 | $4M | $19.53 | -$579K | -10,018 | -5.2% | |
| 71 | TIP | 0.10% | 30,162 | $3M | $110.01 | $86K | +1,080 | +3.7% | |
| 72 | ESGU | 0.10% | 22,160 | $3M | $148.99 | -$266K | -2,414 | -9.8% | |
| 73 | FREL | 0.09% | 116,074 | $3M | $26.99 | $203K | +10,225 | +9.7% | |
| 74 | SCHO | 0.09% | 121,052 | $3M | $24.35 | $227K | +9,516 | +8.5% | |
| 75 | PXH | 0.09% | 111,751 | $3M | $25.81 | -$9K | -2,110 | -1.9% | |
| 76 | IQDG | 0.08% | 68,576 | $3M | $41.48 | $409K | +7,124 | +11.6% | |
| 77 | VTEB | 0.08% | 55,405 | $3M | $50.29 | $372K | +7,176 | +14.9% | |
| 78 | SPTS | 0.08% | 86,906 | $3M | $29.25 | -$153K | -5,109 | -5.5% | |
| 79 | DSI | 0.08% | 19,591 | $3M | $128.84 | $46K | -191 | -1.0% | |
| 80 | SUSC | 0.07% | 95,186 | $2M | $23.39 | -$100K | -3,489 | -3.5% | |
| 81 | MUB | 0.06% | 19,811 | $2M | $107.09 | $86K | +684 | +3.6% | |
| 82 | ITA | 0.06% | 9,498 | $2M | $214.69 | $126K | +187 | +2.0% | |
| 83 | PRF | 0.06% | 41,471 | $2M | $46.92 | $82K | +205 | +0.5% | |
| 84 | HYMB | 0.06% | 74,393 | $2M | $24.94 | $264K | +10,538 | +16.5% | |
| 85 | VB | 0.05% | 6,386 | $2M | $257.95 | -$85K | -430 | -6.3% | |
| 86 | SCHP | 0.05% | 61,179 | $2M | $26.51 | $118K | +5,283 | +9.4% | |
| 87 | SPIP | 0.05% | 61,643 | $2M | $25.98 | -$93K | -2,870 | -4.5% | |
| 88 | VGIT | 0.05% | 26,487 | $2M | $59.93 | $155K | +2,628 | +11.0% | |
| 89 | IWR | 0.05% | 15,998 | $2M | $96.27 | $1M | +13,595 | +565.8% | |
| 90 | IJS | 0.04% | 13,216 | $2M | $113.72 | $172K | +1,165 | +9.7% | |
| 91 | VTEI | 0.04% | 14,007 | $1M | $100.83 | $48K | +399 | +2.9% | |
| 92 | RGLO | 0.04% | 45,693 | $1M | $29.69 | — | +45,693 | — | NEW |
| 93 | JHML | 0.04% | 16,729 | $1M | $79.85 | -$772K | -10,247 | -38.0% | |
| 94 | USRT | 0.04% | 22,798 | $1M | $57.18 | -$75K | -857 | -3.6% | |
| 95 | GOVT | 0.04% | 54,754 | $1M | $23.03 | $10K | +650 | +1.2% | |
| 96 | SYSB | 0.03% | 12,822 | $1M | $89.76 | — | +12,822 | — | NEW |
| 97 | ESGD | 0.03% | 10,480 | $997K | $95.09 | -$53K | -847 | -7.5% | |
| 98 | EVUS | 0.03% | 31,057 | $995K | $32.04 | $303K | +9,012 | +40.9% | |
| 99 | VYM | 0.03% | 6,716 | $964K | $143.52 | $95K | +535 | +8.7% | |
| 100 | SCHH | 0.03% | 44,637 | $936K | $20.96 | $103K | +5,748 | +14.8% |