Sigfig-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "GSIE",
  null,
  "MUB",
  null,
  "HEFA",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJR",
  "EFG",
  "VGIT",
  null,
  null,
  "IEMG",
  "IVV",
  "AAPL",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SPDW",
  null,
  "SPYG",
  null,
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  null,
  "VWO",
  null,
  null,
  "PRF",
  null,
  "VYM",
  null,
  null,
  "GSLC",
  null,
  null,
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VEA",
  "BLV",
  "VYMI",
  null,
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  null,
  "SCHF",
  null,
  null,
  "MTUM",
  null,
  null,
  "DGRO",
  null,
  "ESGU",
  null,
  null,
  null,
  null,
  "IWB",
  null,
  "IWM",
  null,
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 127
Total Value: 2766668084
Accession Number: 0001696957-25-000005
Form Type: 13F-HR
CIK: sigfig-wealth-management
Manager Name: Sigfig-Wealth-Management

Data Enrichment

38% identified

48 identified79 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

127 positions • $2.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287150

ITOT|464287150

Shares:3.5M

Value:$423.6M

% of Portfolio:15.3% ($423.6M/$2.8B)

464287226

Shares:3.1M

Value:$305.0M

% of Portfolio:11.0% ($305.0M/$2.8B)

381430503

GSLC|381430503

Shares:1.9M

Value:$204.2M

% of Portfolio:7.4% ($204.2M/$2.8B)

46434V613

Shares:4.1M

Value:$188.2M

% of Portfolio:6.8% ($188.2M/$2.8B)

381430107

GSIE|381430107

Shares:4.6M

Value:$163.7M

% of Portfolio:5.9% ($163.7M/$2.8B)

46434V282

Shares:2.0M

Value:$113.7M

% of Portfolio:4.1% ($113.7M/$2.8B)

381430206

Shares:3.3M

Value:$111.1M

% of Portfolio:4.0% ($111.1M/$2.8B)

922908652

VXF|922908652

Shares:586.5K

Value:$101.4M

% of Portfolio:3.7% ($101.4M/$2.8B)

46432F842

IEFA|46432F842

Shares:1.2M

Value:$94.6M

% of Portfolio:3.4% ($94.6M/$2.8B)

46090F100

Shares:6.6M

Value:$88.4M

% of Portfolio:3.2% ($88.4M/$2.8B)

46435U853

Shares:2.2M

Value:$82.5M

% of Portfolio:3.0% ($82.5M/$2.8B)

464287804

IJR|464287804

Shares:721.3K

Value:$75.0M

% of Portfolio:2.7% ($75.0M/$2.8B)

46434G103

IEMG|46434G103

Shares:1.4M

Value:$72.8M

% of Portfolio:2.6% ($72.8M/$2.8B)

464288281

Shares:726.8K

Value:$65.6M

% of Portfolio:2.4% ($65.6M/$2.8B)

464287200

IVV|464287200

Shares:89.2K

Value:$49.8M

% of Portfolio:1.8% ($49.8M/$2.8B)

922908629

VO|922908629

Shares:132.5K

Value:$34.1M

% of Portfolio:1.2% ($34.1M/$2.8B)

922908363

VOO|922908363

Shares:66.1K

Value:$33.8M

% of Portfolio:1.2% ($33.8M/$2.8B)

46436E767

Shares:668.9K

Value:$31.1M

% of Portfolio:1.1% ($31.1M/$2.8B)

46435U549

Shares:650.3K

Value:$30.8M

% of Portfolio:1.1% ($30.8M/$2.8B)

921943858

VEA|921943858

Shares:549.6K

Value:$27.9M

% of Portfolio:1.0% ($27.9M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	3.5M	QoQ +0.29% (-10.4K) YoY -3.64% (-131.9K)	All Managers (Combined)	$423.6M	15.3% ($423.6M/$2.8B)	QoQ -5.64% (-$25.3M) YoY +1.44% (-$6.1M)
(cusip464287226)✕	3.1M	QoQ +2.32% (+70.4K) YoY +11.24% (+312.6K)	All Managers (Combined)	$305.0M	11.0% ($305.0M/$2.8B)	QoQ +4.12% (+$12.1M) YoY +12.11% (+$32.9M)
(GSLCcusip381430503)	1.9M	QoQ +0.03% (-706) YoY -6.91% (-138.7K)	All Managers (Combined)	$204.2M	7.4% ($204.2M/$2.8B)	QoQ -5.34% (-$11.5M) YoY -1.90% (-$4.0M)
(cusip46434V613)✕	4.1M	QoQ +2.26% (+90.8K) YoY +14.38% (+514.6K)	All Managers (Combined)	$188.2M	6.8% ($188.2M/$2.8B)	QoQ +3.96% (+$7.2M) YoY +15.36% (+$25.1M)
(GSIEcusip381430107)	4.6M	QoQ +0.50% (+23.0K) YoY +8.01% (+337.9K)	All Managers (Combined)	$163.7M	5.9% ($163.7M/$2.8B)	QoQ +8.43% (+$12.7M) YoY +13.34% (+$19.3M)
(cusip46434V282)✕	2.0M	QoQ +0.17% (-3.4K) YoY -3.39% (-69.6K)	All Managers (Combined)	$113.7M	4.1% ($113.7M/$2.8B)	QoQ -4.91% (-$5.9M) YoY +3.27% (-$3.6M)
(cusip381430206)✕	3.3M	QoQ +1.44% (+47.6K) YoY +7.16% (+223.3K)	All Managers (Combined)	$111.1M	4.0% ($111.1M/$2.8B)	QoQ +5.45% (+$5.7M) YoY +13.74% (+$13.4M)
(VXFcusip922908652)	586.5K	QoQ -4.10% (-25.1K) YoY -7.64% (-48.6K)	All Managers (Combined)	$101.4M	3.7% ($101.4M/$2.8B)	QoQ -12.78% (-$14.9M) YoY -8.85% (-$9.9M)
(IEFAcusip46432F842)	1.2M	QoQ +0.51% (+6.4K) YoY -6.09% (-80.7K)	All Managers (Combined)	$94.6M	3.4% ($94.6M/$2.8B)	QoQ +8.98% (+$7.8M) YoY -3.55% (-$3.5M)
(cusip46090F100)✕	6.6M	QoQ +0.97% (+63.6K) YoY +20.52% (+1.1M)	All Managers (Combined)	$88.4M	3.2% ($88.4M/$2.8B)	QoQ +5.11% (+$4.3M) YoY +16.95% (+$12.8M)
(cusip46435U853)✕	2.2M	QoQ +2.24% (+49.3K) YoY +15.83% (+306.8K)	All Managers (Combined)	$82.5M	3.0% ($82.5M/$2.8B)	QoQ +2.21% (+$1.8M) YoY +16.40% (+$11.6M)
(IJRcusip464287804)	721.3K	QoQ +2.16% (-15.3K) YoY -7.44% (-58.0K)	All Managers (Combined)	$75.0M	2.7% ($75.0M/$2.8B)	QoQ -7.57% (-$6.1M) YoY -12.89% (-$11.1M)
(IEMGcusip46434G103)	1.4M	QoQ +2.93% (+38.6K) YoY +3.05% (+40.0K)	All Managers (Combined)	$72.8M	2.6% ($72.8M/$2.8B)	QoQ +6.28% (+$4.3M) YoY +7.89% (+$5.3M)
(cusip464288281)✕	726.8K	QoQ +2.76% (+19.5K) YoY +14.06% (+89.6K)	All Managers (Combined)	$65.6M	2.4% ($65.6M/$2.8B)	QoQ +4.07% (+$2.6M) YoY +15.13% (+$8.6M)
(IVVcusip464287200)	89.2K	QoQ +58.87% (+33.1K) YoY -36.88% (-52.1K)	All Managers (Combined)	$49.8M	1.8% ($49.8M/$2.8B)	QoQ +50.03% (+$16.6M) YoY -32.99% (-$24.5M)
(VOcusip922908629)	132.5K	QoQ +29.35% (+30.1K) YoY +2863.95% (+128.0K)	All Managers (Combined)	$34.1M	1.2% ($34.1M/$2.8B)	QoQ +25.90% (+$7.0M) YoY +2949.78% (+$32.9M)
(VOOcusip922908363)	66.1K	QoQ -0.50% (-338) YoY -10.26% (-7.6K)	All Managers (Combined)	$33.8M	1.2% ($33.8M/$2.8B)	QoQ -6.06% (-$2.2M) YoY -4.64% (-$1.6M)
(cusip46436E767)✕	668.9K	QoQ +3.03% (-19.7K) YoY +19.92% (+111.1K)	All Managers (Combined)	$31.1M	1.1% ($31.1M/$2.8B)	QoQ -4.11% (-$1.3M) YoY +23.50% (+$5.9M)
(cusip46435U549)✕	650.3K	QoQ +3.55% (+22.3K) YoY +42.71% (+194.6K)	All Managers (Combined)	$30.8M	1.1% ($30.8M/$2.8B)	QoQ +5.44% (+$1.6M) YoY +43.62% (+$9.4M)
(VEAcusip921943858)	549.6K	QoQ -1.44% (-8.1K) YoY -38.40% (-342.6K)	All Managers (Combined)	$27.9M	1.0% ($27.9M/$2.8B)	QoQ +5.15% (-$1.4M) YoY -37.27% (-$16.6M)