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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233051150

Shares:507.4K

Value:$25.4M

% of Portfolio:0.9% ($25.4M/$2.8B)

46436E619

Shares:543.3K

Value:$23.5M

% of Portfolio:0.8% ($23.5M/$2.8B)

78464A805

Shares:341.6K

Value:$21.8M

% of Portfolio:0.8% ($21.8M/$2.8B)

78463X889

SPDW|78463X889

Shares:571.6K

Value:$20.0M

% of Portfolio:0.7% ($20.0M/$2.8B)

808524201

SCHX|808524201

Shares:908.7K

Value:$19.5M

% of Portfolio:0.7% ($19.5M/$2.8B)

46436E759

Shares:231.7K

Value:$15.7M

% of Portfolio:0.6% ($15.7M/$2.8B)

92203J407

BNDX|92203J407

Shares:300.2K

Value:$14.7M

% of Portfolio:0.5% ($14.7M/$2.8B)

78463X509

Shares:340.1K

Value:$12.8M

% of Portfolio:0.5% ($12.8M/$2.8B)

922042858

VWO|922042858

Shares:279.6K

Value:$12.5M

% of Portfolio:0.5% ($12.5M/$2.8B)

921937827

BSV|921937827

Shares:155.9K

Value:$12.2M

% of Portfolio:0.4% ($12.2M/$2.8B)

78464A649

Shares:454.7K

Value:$12.2M

% of Portfolio:0.4% ($12.2M/$2.8B)

46434G863

Shares:293.2K

Value:$10.3M

% of Portfolio:0.4% ($10.3M/$2.8B)

46435G441

Shares:203.7K

Value:$9.4M

% of Portfolio:0.3% ($9.4M/$2.8B)

46432F339

QUAL|46432F339

Shares:55.1K

Value:$9.3M

% of Portfolio:0.3% ($9.3M/$2.8B)

46435U663

Shares:238.9K

Value:$9.2M

% of Portfolio:0.3% ($9.2M/$2.8B)

808524102

SCHB|808524102

Shares:568.9K

Value:$8.8M

% of Portfolio:0.3% ($8.8M/$2.8B)

464287309

IVW|464287309

Shares:94.5K

Value:$8.7M

% of Portfolio:0.3% ($8.7M/$2.8B)

921937819

BIV|921937819

Shares:111.9K

Value:$8.6M

% of Portfolio:0.3% ($8.6M/$2.8B)

09290C103

Shares:170.5K

Value:$8.3M

% of Portfolio:0.3% ($8.3M/$2.8B)

46138E339

Shares:89.5K

Value:$8.2M

% of Portfolio:0.3% ($8.2M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip233051150)✕	507.4K	QoQ +2.29% (-11.4K) YoY +49.66% (+168.4K)	All Managers (Combined)	$25.4M	0.9% ($25.4M/$2.8B)	QoQ -5.24% (-$1.4M) YoY +52.07% (+$8.7M)
(cusip46436E619)✕	543.3K	QoQ +1.50% (+8.1K) YoY +37.77% (+149.0K)	All Managers (Combined)	$23.5M	0.8% ($23.5M/$2.8B)	QoQ +3.17% (+$724.3K) YoY +39.19% (+$6.6M)
(cusip78464A805)✕	341.6K	QoQ -3.82% (-13.6K) YoY -23.01% (-102.1K)	All Managers (Combined)	$21.8M	0.8% ($21.8M/$2.8B)	QoQ -2.90% (-$653.0K) YoY -15.69% (-$4.1M)
(SPDWcusip78463X889)	571.6K	QoQ +5.34% (+29.0K) YoY +16.90% (+82.7K)	All Managers (Combined)	$20.0M	0.7% ($20.0M/$2.8B)	QoQ +8.73% (+$1.6M) YoY +21.22% (+$3.5M)
(SCHXcusip808524201)	908.7K	QoQ +24.01% (+176.0K) YoY +1024.55% (+827.9K)	All Managers (Combined)	$19.5M	0.7% ($19.5M/$2.8B)	QoQ +19.01% (+$3.1M) YoY +324.20% (+$14.9M)
(cusip46436E759)✕	231.7K	QoQ -0.68% (-1.6K) YoY +40.35% (+66.6K)	All Managers (Combined)	$15.7M	0.6% ($15.7M/$2.8B)	QoQ +3.81% (-$575.5K) YoY +39.34% (+$4.4M)
(BNDXcusip92203J407)	300.2K	QoQ +0.52% (+1.6K) YoY +14.93% (+39.0K)	All Managers (Combined)	$14.7M	0.5% ($14.7M/$2.8B)	QoQ 0.00% (+$1.2K) YoY +14.07% (+$1.8M)
(cusip78463X509)✕	340.1K	QoQ -4.21% (-15.0K) YoY -19.10% (-80.3K)	All Managers (Combined)	$12.8M	0.5% ($12.8M/$2.8B)	QoQ -2.75% (-$362.5K) YoY -15.78% (-$2.4M)
(VWOcusip922042858)	279.6K	QoQ -1.09% (-3.1K) YoY -36.70% (-162.1K)	All Managers (Combined)	$12.5M	0.5% ($12.5M/$2.8B)	QoQ +1.18% (-$145.8K) YoY -32.11% (-$5.9M)
(BSVcusip921937827)	155.9K	QoQ -0.63% (-994) YoY +4.78% (+7.1K)	All Managers (Combined)	$12.2M	0.4% ($12.2M/$2.8B)	QoQ +0.63% (-$77.6K) YoY +6.92% (+$790.2K)
(cusip78464A649)✕	454.7K	QoQ -0.09% (-435) YoY -41.48% (-322.3K)	All Managers (Combined)	$12.2M	0.4% ($12.2M/$2.8B)	QoQ -1.17% (-$144.4K) YoY -38.60% (-$7.7M)
(cusip46434G863)✕	293.2K	QoQ +1.99% (+5.7K) YoY +37.93% (+80.6K)	All Managers (Combined)	$10.3M	0.4% ($10.3M/$2.8B)	QoQ +6.50% (+$626.5K) YoY +49.79% (+$3.4M)
(cusip46435G441)✕	203.7K	QoQ +1.72% (+3.4K) YoY +41.82% (+60.1K)	All Managers (Combined)	$9.4M	0.3% ($9.4M/$2.8B)	QoQ +1.93% (+$179.7K) YoY +43.86% (+$2.9M)
(QUALcusip46432F339)	55.1K	QoQ +16.54% (+7.8K) YoY +25.15% (+11.1K)	All Managers (Combined)	$9.3M	0.3% ($9.3M/$2.8B)	QoQ +10.69% (+$902.8K) YoY +29.16% (+$2.1M)
(cusip46435U663)✕	238.9K	QoQ +5.11% (-11.6K) YoY -8.42% (-22.0K)	All Managers (Combined)	$9.2M	0.3% ($9.2M/$2.8B)	QoQ -3.66% (-$350.2K) YoY -12.49% (-$1.3M)
(SCHBcusip808524102)	568.9K	QoQ +7.67% (-40.6K) YoY +215.96% (-388.9K)	All Managers (Combined)	$8.8M	0.3% ($8.8M/$2.8B)	QoQ -0.38% (-$34.1K) YoY -4.10% (-$377.8K)
(IVWcusip464287309)	94.5K	QoQ +0.26% (-254) YoY +50.33% (+31.6K)	All Managers (Combined)	$8.7M	0.3% ($8.7M/$2.8B)	QoQ -9.39% (-$906.5K) YoY +64.77% (+$3.4M)
(BIVcusip921937819)	111.9K	QoQ -0.25% (-288) YoY +6.73% (+7.1K)	All Managers (Combined)	$8.6M	0.3% ($8.6M/$2.8B)	QoQ +1.84% (-$155.3K) YoY +8.16% (+$645.7K)
(cusip09290C103)✕	170.5K	QoQ +1.43% (-2.4K) YoY +9.23% (+14.4K)	All Managers (Combined)	$8.3M	0.3% ($8.3M/$2.8B)	QoQ -4.47% (-$387.6K) YoY +19.29% (+$1.3M)
(cusip46138E339)✕	89.5K	QoQ +58.58% (+33.0K) YoY +43.25% (+27.0K)	All Managers (Combined)	$8.2M	0.3% ($8.2M/$2.8B)	QoQ +53.09% (+$2.9M) YoY +64.62% (+$3.2M)