SigFig Wealth Management, LLC
CIK 1696957 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $3.8B
- Posisi
- 142
- Per tanggal
- 30 Juni 2026
#985 dari 9.443 berdasarkan nilai 13F · top 10.4%
Nilai portofolio QoQ: +10.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 71,23%
- Bobot 25 kepemilikan teratas
- 90,40%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 14,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,27% Perkiraan pembelian $264.444.542 · penjualan $45.787.675
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,5% masih dipegang
- Posisi baru
- 8
- Meningkat
- 72
- Menurun
- 61
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
0,0%
Lainnya/Tidak terpetakan
100,0%
Portofolio lengkap 142 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| ITOT | $663.738.383 | 17,59% | 4.070.270 | $87.987.291 | Naik ×6 | ||
| AGG | $423.455.078 | 11,22% | 4.261.394 | $14.961.215 | Naik ×6 | ||
| GSLC | $281.591.344 | 7,46% | 1.998.523 | $34.407.938 | Naik ×3 | ||
| IUSB iShares Core Universal USD Bond ETF | $254.921.914 | 6,76% | 5.503.503 | $13.117.710 | Naik ×6 | ||
| GSIE | $226.504.417 | 6,00% | 4.972.665 | $16.964.902 | Naik ×3 | ||
| LRGF | $220.030.510 | 5,83% | 2.927.890 | $29.160.903 | Naik ×6 | ||
| VO | $202.062.614 | 5,36% | 2.511.036 | $25.330.213 | Naik ×6 | ||
| GEM | $172.532.028 | 4,57% | 3.357.316 | $27.989.621 | Naik ×3 | ||
| IEFA | $123.661.672 | 3,28% | 1.283.865 | $8.592.102 | Naik ×3 | ||
| USHY | $118.628.238 | 3,14% | 3.203.583 | $4.791.820 | Naik ×6 | ||
| IEMG | $113.868.988 | 3,02% | 1.393.406 | $13.401.222 | Turun ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $109.634.123 | 2,91% | 6.921.377 | $-6.438.754 | Naik ×1 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $90.798.017 | 2,41% | 937.805 | $5.642.907 | Naik ×6 | ||
| IVV | $70.487.977 | 1,87% | 94.718 | $19.869.010 | Naik ×4 | ||
| SCHX | $61.096.061 | 1,62% | 2.091.615 | $14.081.228 | Naik ×6 | ||
| IJR | $59.515.792 | 1,58% | 403.881 | $5.654.994 | Turun ×1 | ||
| VOO | $43.856.937 | 1,16% | 64.400 | $5.163.876 | Turun ×2 | ||
| SPDW | $37.900.327 | 1,00% | 756.494 | $5.347.283 | Naik ×6 | ||
| VEA | $33.789.294 | 0,90% | 476.632 | $3.096.774 | Turun ×6 | ||
| SPTM | $25.383.749 | 0,67% | 281.572 | $2.593.666 | Turun ×6 | ||
| SMMD | $16.108.529 | 0,43% | 176.920 | $4.102.954 | Naik ×6 | ||
| SPAB | $15.892.616 | 0,42% | 620.079 | $1.279.587 | Naik ×5 | ||
| BNDX Vanguard Total International Bond ETF | $15.077.524 | 0,40% | 310.749 | $221.106 | Naik ×4 | ||
| SCHB | $15.052.540 | 0,40% | 523.931 | $1.926.381 | Naik ×2 | ||
| VWO | $14.963.841 | 0,40% | 252.981 | $1.110.839 | Turun ×4 | ||
| SPEM | $14.449.043 | 0,38% | 281.548 | $996.834 | Turun ×6 | ||
| BSV | $14.317.973 | 0,38% | 183.517 | $82.661 | Naik ×5 | ||
| SPYG | $12.945.986 | 0,34% | 110.263 | $6.421.459 | Naik ×1 | ||
| SCHF | $12.566.448 | 0,33% | 456.464 | $1.218.326 | Turun ×5 | ||
| SCHE | $11.720.302 | 0,31% | 326.107 | $970.276 | Turun ×5 | ||
| IVW | $11.448.975 | 0,30% | 84.432 | $1.570.074 | Turun ×1 | ||
| DYNF | $11.371.810 | 0,30% | 168.621 | $1.499.024 | Turun ×2 | ||
| SCHZ | $11.200.497 | 0,30% | 482.157 | $337.994 | Naik ×1 | ||
| BIV | $10.072.147 | 0,27% | 130.756 | $358.491 | Naik ×3 | ||
| IVE | $9.721.543 | 0,26% | 42.796 | $-1.615.909 | Turun ×2 | ||
| VTV | $8.642.276 | 0,23% | 39.529 | $847.793 | Turun ×1 | ||
| VTI | $8.158.308 | 0,22% | 22.344 | $916.517 | Turun ×6 | ||
| GOVT | $7.201.837 | 0,19% | 314.903 | $622.080 | Naik ×6 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $7.000.231 | 0,19% | 148.909 | $43.959 | Naik ×3 | ||
| BLV | $6.825.171 | 0,18% | 98.063 | $121.405 | Naik ×3 | ||
| MBB iShares MBS ETF | $6.512.691 | 0,17% | 68.576 | $600.981 | Naik ×4 | ||
| SPHY | $6.181.690 | 0,16% | 263.612 | $1.075.883 | Naik ×6 | ||
| IWB | $6.139.716 | 0,16% | 15.111 | $382.870 | Turun ×4 | ||
| BND Vanguard Total Bond Market ETF | $6.015.623 | 0,16% | 81.612 | $-62.504 | Turun ×6 | ||
| EFG | $6.006.563 | 0,16% | 48.755 | $840.424 | Naik ×2 | ||
| VXF | $6.004.387 | 0,16% | 24.590 | $898.283 | Turun ×6 | ||
| BAI | $5.767.582 | 0,15% | 113.468 | $927.719 | Turun ×1 | ||
| TLH | $4.810.728 | 0,13% | 47.481 | $-1.092.192 | Turun ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $4.742.273 | 0,13% | 57.713 | $259 | Naik ×4 | ||
| INTF | $4.710.061 | 0,12% | 115.189 | $78.054 | Turun ×1 | ||
| MTUM | $4.651.315 | 0,12% | 13.843 | $216.496 | Turun ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $4.449.925 | 0,12% | 89.141 | $1.170.175 | Naik ×1 | ||
| VV | $4.338.471 | 0,12% | 12.715 | $348.785 | Turun ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $4.156.854 | 0,11% | 147.878 | Naik ×1 | |||
| PCY | $4.144.360 | 0,11% | 190.633 | $298.304 | Naik ×3 | ||
| IJH | $4.109.513 | 0,11% | 53.698 | $298.399 | Turun ×2 | ||
| VTEB | $4.053.998 | 0,11% | 80.055 | $637.947 | Naik ×3 | ||
| CORO iShares International Country Rotation Active ETF | $3.923.947 | 0,10% | 107.860 | Naik ×1 | |||
| IDEF iShares Defense Industrials Active ETF | $3.672.186 | 0,10% | 117.322 | $484.047 | Naik ×1 | ||
| LCTU | $3.584.006 | 0,10% | 45.034 | $284.118 | Turun ×4 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $3.537.676 | 0,09% | 21.765 | $385.940 | Turun ×1 | ||
| GGOV | $3.456.279 | 0,09% | 68.509 | Naik ×1 | |||
| BCI | $3.444.838 | 0,09% | 155.594 | $-333.129 | Naik ×1 | ||
| FREL | $3.379.275 | 0,09% | 113.284 | $295.561 | Turun ×2 | ||
| EFV | $3.355.278 | 0,09% | 43.820 | $-4.724.764 | Turun ×4 | ||
| TIP | $3.243.326 | 0,09% | 29.512 | $-120.782 | Turun ×1 | ||
| IQDG | $3.215.194 | 0,09% | 74.859 | $257.639 | Naik ×3 | ||
| THRO | $3.190.870 | 0,08% | 74.868 | $-1.207.824 | Turun ×1 | ||
| SCHO | $2.973.726 | 0,08% | 123.085 | $35.411 | Naik ×6 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $2.960.148 | 0,08% | 50.028 | $1.222.513 | Naik ×6 | ||
| PXH | $2.953.713 | 0,08% | 106.364 | $-84.094 | Turun ×1 | ||
| HYMB | $2.781.893 | 0,07% | 109.265 | $489.427 | Naik ×6 | ||
| PRF | $2.629.295 | 0,07% | 48.682 | $177.073 | Turun ×1 | ||
| DSI | $2.471.341 | 0,07% | 17.526 | $296.465 | Turun ×6 | ||
| SPTS | $2.389.964 | 0,06% | 82.327 | $-50.515 | Turun ×6 | ||
| EAGG | $2.341.757 | 0,06% | 49.186 | $502.333 | Naik ×1 | ||
| MUB | $2.287.222 | 0,06% | 21.235 | $240.968 | Naik ×1 | ||
| XMMO | $2.272.562 | 0,06% | 13.574 | $357.283 | Naik ×1 | ||
| SPSM | $2.102.978 | 0,06% | 36.714 | Naik ×1 | |||
| USXF iShares ESG Advanced MSCI USA ETF | $1.920.318 | 0,05% | 28.043 | $287.037 | Turun ×2 | ||
| IWR | $1.904.098 | 0,05% | 17.285 | $148.236 | Turun ×1 | ||
| BINC | $1.894.933 | 0,05% | 36.135 | $-1.956.989 | Turun ×2 | ||
| IJS | $1.792.053 | 0,05% | 13.144 | $144.769 | Turun ×1 | ||
| VB | $1.718.109 | 0,05% | 5.702 | $185.514 | Turun ×4 | ||
| SCHP | $1.683.650 | 0,04% | 63.295 | $36.047 | Naik ×3 | ||
| VTEI | $1.680.503 | 0,04% | 16.637 | $161.515 | Naik ×5 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $1.670.936 | 0,04% | 71.806 | $-607.072 | Turun ×1 | ||
| SPIP | $1.483.827 | 0,04% | 57.557 | $-39.822 | Turun ×6 | ||
| RGLO Russell Investments Global Equity ETF | $1.473.256 | 0,04% | 45.583 | $110.289 | Turun ×1 | ||
| JHML | $1.453.766 | 0,04% | 16.386 | $161.372 | Turun ×6 | ||
| USRT | $1.435.208 | 0,04% | 21.243 | $141.865 | Turun ×6 | ||
| IAU | $1.429.318 | 0,04% | 18.924 | $-30.597 | Naik ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $1.377.131 | 0,04% | 25.545 | $-52.008 | Turun ×2 | ||
| SYSB | $1.283.396 | 0,03% | 14.404 | $79.760 | Naik ×2 | ||
| SCHK | $1.270.685 | 0,03% | 35.494 | $63.603 | Turun ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $1.250.006 | 0,03% | 12.724 | $172.843 | Naik ×6 | ||
| EVUS | $1.143.226 | 0,03% | 32.519 | $117.678 | Naik ×3 | ||
| SCHH | $1.083.005 | 0,03% | 44.919 | $125.990 | Naik ×1 | ||
| VYM | $1.068.428 | 0,03% | 6.743 | $171.831 | Naik ×1 | ||
| LMUB | $1.054.980 | 0,03% | 20.591 | $125.633 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| ITOT | $663.738.383 | 17,59% | naik ×6 |
| AGG | $423.455.078 | 11,22% | naik ×6 |
| GSLC | $281.591.344 | 7,46% | naik ×3 |
| IUSB | $254.921.914 | 6,76% | naik ×6 |
| GSIE | $226.504.417 | 6,00% | naik ×3 |
| LRGF | $220.030.510 | 5,83% | naik ×6 |
| VO | $202.062.614 | 5,36% | naik ×6 |
| GEM | $172.532.028 | 4,57% | naik ×3 |
| IEFA | $123.661.672 | 3,28% | naik ×3 |
| USHY | $118.628.238 | 3,14% | naik ×6 |
| EMB | $90.798.017 | 2,41% | naik ×6 |
| IVV | $70.487.977 | 1,87% | naik ×4 |
| SCHX | $61.096.061 | 1,62% | naik ×6 |
| SPDW | $37.900.327 | 1,00% | naik ×6 |
| SMMD | $16.108.529 | 0,43% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| ITOT | Beli lebih banyak | +28K | +$88.0M |
| GSLC | Beli lebih banyak | +23K | +$34.4M |
| LRGF | Beli lebih banyak | +36K | +$29.2M |
| GEM | Beli lebih banyak | +11K | +$28.0M |
| VO | Beli lebih banyak | +1.9M | +$25.3M |
| IVV | Beli lebih banyak | +17K | +$19.9M |
| GSIE | Beli lebih banyak | +114K | +$17.0M |
| AGG | Beli lebih banyak | +146K | +$15.0M |
| SCHX | Beli lebih banyak | +258K | +$14.1M |
| IEMG | Dipangkas | -47K | +$13.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| USSG | 31 Maret 2026 | 585.415 | $37.176.743 | Tidak lagi dilacak |
| HYXF | 31 Maret 2026 | 239.468 | $11.316.507 | |
| IWY | 31 Maret 2025 | 38.948 | $9.236.107 | Tidak lagi dilacak |
| ESML | 31 Maret 2026 | 197.887 | $9.098.809 | Tidak lagi dilacak |
| OEF | 31 Maret 2026 | 25.086 | $8.603.831 | Tidak lagi dilacak |
| XMMO | 31 Maret 2025 | 55.040 | $6.811.770 | Tidak lagi dilacak |
| IWX | 30 Juni 2025 | 70.194 | $5.710.249 | Tidak lagi dilacak |
| SPMO | 31 Des. 2025 | 45.259 | $5.463.175 | Tidak lagi dilacak |
| IWY | 31 Des. 2025 | 14.460 | $3.932.108 | Tidak lagi dilacak |
| IWX | 30 Juni 2026 | 40.777 | $3.778.820 | Tidak lagi dilacak |
| EMXC | 30 Juni 2025 | 52.840 | $2.915.711 | |
| TLT | 31 Maret 2025 | 26.934 | $2.364.783 | |
| IHDG | 30 Sep. 2025 | 47.832 | $2.161.050 | Tidak lagi dilacak |
| ITA | 31 Maret 2026 | 9.498 | $2.039.126 | Tidak lagi dilacak |
| COWZ | 30 Juni 2026 | 32.046 | $2.004.804 | Tidak lagi dilacak |
| IWM | 30 Sep. 2025 | 6.362 | $1.370.895 | Tidak lagi dilacak |
| STIP | 31 Des. 2025 | 12.748 | $1.317.339 | Tidak lagi dilacak |
| HEFA | 30 Juni 2025 | 32.175 | $1.176.476 | Tidak lagi dilacak |
| IFRA | 31 Maret 2025 | 15.498 | $715.698 | Tidak lagi dilacak |
| SUSB | 31 Maret 2025 | 19.470 | $480.909 | |
| FGDL | 31 Maret 2026 | 7.075 | $407.678 | Tidak lagi dilacak |
| ICVT | 30 Juni 2026 | 3.332 | $339.164 | Tidak lagi dilacak |
| BIDD | 31 Des. 2025 | 12.066 | $335.193 | Tidak lagi dilacak |
| CLOA | 31 Maret 2025 | 6.308 | $326.439 | |
| IGRO | 31 Des. 2025 | 4.100 | $324.146 | Tidak lagi dilacak |
| QLTA | 30 Juni 2026 | 6.498 | $309.240 | Tidak lagi dilacak |
| NUSC | 30 Juni 2025 | 6.867 | $264.321 | Tidak lagi dilacak |
| SUSA | 31 Maret 2026 | 1.832 | $255.256 | Tidak lagi dilacak |
| HYGW | 31 Maret 2026 | 8.144 | $243.180 | Tidak lagi dilacak |
| HYDB | 31 Des. 2025 | 4.810 | $230.351 | Tidak lagi dilacak |
| FTGC | 30 Juni 2026 | 7.722 | $221.685 | |
| BSCP | 31 Des. 2025 | 10.554 | $218.309 | Tidak lagi dilacak |
| VTIP | 31 Des. 2025 | 4.312 | $218.273 | |
| FTGC | 31 Des. 2025 | 8.264 | $214.943 | |
| IYW | 31 Maret 2026 | 1.040 | $207.628 | Tidak lagi dilacak |