Latest SigFig Wealth Management, LLC Stock Portfolio
SigFig Wealth Management, LLC Performance:
2024 Q3: 1.83%YTD: 3.75%2023: 2.95%
Performance for 2024 Q3 is 1.83%, and YTD is 3.75%, and 2023 is 2.95%.
About SigFig Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SigFig Wealth Management, LLC reported an equity portfolio of $2.8 Billions as of 30 Sep, 2024.
The top stock holdings of SigFig Wealth Management, LLC are IJR, IJR, GBIL. The fund has invested 15.9% of it's portfolio in ISHARES TR and 10.7% of portfolio in ISHARES TR.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (AOA) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in SPDR SER TR (BIL), ISHARES TR (AAXJ) and VANGUARD MUN BD FDS (VTEB). SigFig Wealth Management, LLC opened new stock positions in ISHARES TR (AOA), SPDR SER TR (BIL) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ABRDN ETFS (BCD).
The top stock holdings of SigFig Wealth Management, LLC are IJR, IJR, GBIL. The fund has invested 15.9% of it's portfolio in ISHARES TR and 10.7% of portfolio in ISHARES TR.
The fund managers got completely rid off SPDR SER TR (BIL), ISHARES TR (AOA) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in SPDR SER TR (BIL), ISHARES TR (AAXJ) and VANGUARD MUN BD FDS (VTEB). SigFig Wealth Management, LLC opened new stock positions in ISHARES TR (AOA), SPDR SER TR (BIL) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (AAXJ) and ABRDN ETFS (BCD).
SigFig Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that SigFig Wealth Management, LLC made a return of 1.83% in the last quarter. In trailing 12 months, it's portfolio return was 6.95%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 7,307,310 |
| spdr ser tr | 7,233,380 |
| ishares tr | 5,008,990 |
| ishares tr | 249,228 |
| ishares tr | 246,940 |
| ishares tr | 227,858 |
| vanguard index fds | 223,093 |
| wisdomtree tr | 219,497 |
New stocks bought by SigFig Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 1,636 |
| ishares tr | 127 |
| abrdn etfs | 72.99 |
| spdr ser tr | 62.95 |
| spdr ser tr | 57.76 |
| ishares tr | 55.00 |
| blackrock etf trust ii | 46.03 |
| ishares tr | 44.66 |
Additions to existing portfolio by SigFig Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr ser tr | -63.98 |
| ishares tr | -53.6 |
| vanguard mun bd fds | -31.03 |
| ishares tr | -29.57 |
| nushares etf tr | -27.34 |
| ishares tr | -25.11 |
| ishares tr | -23.98 |
| spdr ser tr | -22.35 |
SigFig Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr ser tr | -31,452,500 |
| ishares tr | -1,273,400 |
| vanguard scottsdale fds | -2,829,110 |
| ishares tr | -7,068,650 |
| vanguard scottsdale fds | -5,395,820 |
| spdr ser tr | -806,720 |
| vanguard scottsdale fds | -845,610 |
| invesco exch trd slf idx fd | -194,147 |
SigFig Wealth Management, LLC got rid off the above stocks
Sector Distribution
SigFig Wealth Management, LLC has about 99.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.7 |
Market Cap. Distribution
SigFig Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.7 |
Stocks belong to which Index?
About 0% of the stocks held by SigFig Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.7 |
SigFig Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SigFig Wealth Management, LLC
SigFig Wealth Management, LLC has 118 stocks in it's portfolio. About 65.6% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for SigFig Wealth Management, LLC last quarter.
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.01 | 1,780 | 337,666 | reduced | -14.42 | ||
| AAXJ | ishares tr | 2.33 | 688,779 | 64,109,100 | added | 5.64 | ||
| AAXJ | ishares tr | 0.24 | 61,811 | 6,669,390 | reduced | -4.45 | ||
| AAXJ | ishares tr | 0.24 | 112,994 | 6,535,600 | added | 127 | ||
| AAXJ | ishares tr | 0.21 | 60,147 | 5,786,780 | reduced | -1.04 | ||
| AAXJ | ishares tr | 0.10 | 24,764 | 2,689,710 | reduced | -53.6 | ||
| AAXJ | ishares tr | 0.08 | 20,921 | 2,270,760 | reduced | -1.96 | ||
| AAXJ | ishares tr | 0.06 | 29,790 | 1,541,920 | reduced | -2.23 | ||
| AAXJ | ishares tr | 0.02 | 6,641 | 533,634 | reduced | -2.99 | ||
| AAXJ | ishares tr | 0.01 | 3,369 | 369,714 | added | 0.75 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSG | dbx etf tr | 0.91 | 471,565 | 25,054,200 | added | 26.94 | ||
| ACSG | dbx etf tr | 0.03 | 19,340 | 714,013 | reduced | -7.26 | ||
| ACWF | ishares tr | 6.75 | 3,936,460 | 185,958,000 | added | 6.03 | ||
| ACWF | ishares tr | 4.20 | 1,976,090 | 115,759,000 | reduced | -3.17 | ||
| ACWF | ishares tr | 0.14 | 120,352 | 3,798,310 | added | 1.7 | ||
| ACWF | ishares tr | 0.03 | 12,346 | 770,390 | reduced | -7.49 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 0.32 | 189,163 | 8,959,690 | added | 14.9 | ||
| AGT | ishares tr | 0.09 | 36,256 | 2,454,900 | added | 55.00 | ||