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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464287408

IVE|464287408

Shares:35.3K

Value:$6.7M

% of Portfolio:0.2% ($6.7M/$2.8B)

922908769

VTI|922908769

Shares:26.8K

Value:$6.6M

% of Portfolio:0.2% ($6.6M/$2.8B)

921937835

BND|921937835

Shares:89.0K

Value:$6.5M

% of Portfolio:0.2% ($6.5M/$2.8B)

922907746

VTEB|922907746

Shares:131.0K

Value:$6.5M

% of Portfolio:0.2% ($6.5M/$2.8B)

464288877

Shares:107.8K

Value:$6.4M

% of Portfolio:0.2% ($6.4M/$2.8B)

808524805

SCHF|808524805

Shares:566.9K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.8B)

92206C771

Shares:132.0K

Value:$6.1M

% of Portfolio:0.2% ($6.1M/$2.8B)

922908744

VTV|922908744

Shares:34.8K

Value:$5.9M

% of Portfolio:0.2% ($5.9M/$2.8B)

921937793

BLV|921937793

Shares:83.6K

Value:$5.8M

% of Portfolio:0.2% ($5.8M/$2.8B)

464289420

Shares:70.2K

Value:$5.7M

% of Portfolio:0.2% ($5.7M/$2.8B)

808524839

Shares:442.5K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.8B)

808524706

Shares:389.7K

Value:$5.5M

% of Portfolio:0.2% ($5.5M/$2.8B)

464287622

IWB|464287622

Shares:17.1K

Value:$5.3M

% of Portfolio:0.2% ($5.3M/$2.8B)

464288588

Shares:55.7K

Value:$5.2M

% of Portfolio:0.2% ($5.2M/$2.8B)

464287457

Shares:53.2K

Value:$4.5M

% of Portfolio:0.2% ($4.5M/$2.8B)

46435G268

Shares:69.5K

Value:$4.4M

% of Portfolio:0.2% ($4.4M/$2.8B)

464288885

EFG|464288885

Shares:41.2K

Value:$4.2M

% of Portfolio:0.2% ($4.2M/$2.8B)

092528603

Shares:79.2K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$2.8B)

78464A409

SPYG|78464A409

Shares:51.5K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$2.8B)

464288653

Shares:36.3K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVEcusip464287408)	35.3K	QoQ +49.27% (+11.6K) YoY +61.56% (+13.4K)	All Managers (Combined)	$6.7M	0.2% ($6.7M/$2.8B)	QoQ +47.82% (+$2.2M) YoY +63.27% (+$2.6M)
(VTIcusip922908769)	26.8K	QoQ -4.24% (-1.2K) YoY -34.70% (-14.2K)	All Managers (Combined)	$6.6M	0.2% ($6.6M/$2.8B)	QoQ -4.03% (-$277.5K) YoY -32.13% (-$3.1M)
(BNDcusip921937835)	89.0K	QoQ -3.52% (-3.3K) YoY -3.46% (-3.2K)	All Managers (Combined)	$6.5M	0.2% ($6.5M/$2.8B)	QoQ -1.80% (-$120.3K) YoY -2.48% (-$166.7K)
(VTEBcusip922907746)	131.0K	QoQ -4.35% (-6.0K) YoY -58.52% (-184.8K)	All Managers (Combined)	$6.5M	0.2% ($6.5M/$2.8B)	QoQ -5.52% (-$379.4K) YoY -59.38% (-$9.5M)
(cusip464288877)✕	107.8K	QoQ -19.69% (-26.4K) YoY +34.42% (+27.6K)	All Managers (Combined)	$6.4M	0.2% ($6.4M/$2.8B)	QoQ -8.83% (-$621.5K) YoY +46.94% (+$2.0M)
(SCHFcusip808524805)	566.9K	QoQ +2.63% (-14.5K) YoY +170.81% (-357.6K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.8B)	QoQ -2.50% (-$157.3K) YoY -4.98% (-$321.3K)
(cusip92206C771)✕	132.0K	QoQ -0.75% (-1.0K) YoY +4.67% (+5.9K)	All Managers (Combined)	$6.1M	0.2% ($6.1M/$2.8B)	QoQ +1.23% (-$74.4K) YoY +6.20% (+$357.3K)
(VTVcusip922908744)	34.8K	QoQ +3.31% (+1.1K) YoY +58.92% (+12.9K)	All Managers (Combined)	$5.9M	0.2% ($5.9M/$2.8B)	QoQ +4.47% (+$254.2K) YoY +66.70% (+$2.4M)
(BLVcusip921937793)	83.6K	QoQ -1.23% (-1.0K) YoY +12.25% (+9.1K)	All Managers (Combined)	$5.8M	0.2% ($5.8M/$2.8B)	QoQ +0.60% (-$35.0K) YoY +8.62% (+$464.2K)
(cusip464289420)✕	70.2K	QoQ NEW(+70.2K) YoY NEW(+70.2K)	All Managers (Combined)	$5.7M	0.2% ($5.7M/$2.8B)	QoQ NEW(+$5.7M) YoY NEW(+$5.7M)
(cusip808524839)✕	442.5K	QoQ +3.61% (+15.4K) YoY +170.88% (-279.2K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.8B)	QoQ +1.52% (+$82.4K) YoY -4.53% (-$260.7K)
(cusip808524706)✕	389.7K	QoQ +3.00% (-11.4K) YoY +14.94% (-50.7K)	All Managers (Combined)	$5.5M	0.2% ($5.5M/$2.8B)	QoQ -1.94% (-$108.3K) YoY -5.97% (-$347.5K)
(IWBcusip464287622)	17.1K	QoQ -3.86% (-689) YoY -14.62% (-2.9K)	All Managers (Combined)	$5.3M	0.2% ($5.3M/$2.8B)	QoQ -5.87% (-$328.1K) YoY -4.13% (-$226.7K)
(cusip464288588)✕	55.7K	QoQ -12.81% (-8.2K) YoY -6.09% (-3.6K)	All Managers (Combined)	$5.2M	0.2% ($5.2M/$2.8B)	QoQ -11.01% (-$646.2K) YoY -4.83% (-$265.3K)
(cusip464287457)✕	53.2K	QoQ -0.25% (-136) YoY +8.45% (+4.2K)	All Managers (Combined)	$4.5M	0.2% ($4.5M/$2.8B)	QoQ +0.58% (-$25.7K) YoY +11.36% (+$454.2K)
(cusip46435G268)✕	69.5K	QoQ +33.29% (+17.4K) YoY +611.98% (+59.7K)	All Managers (Combined)	$4.4M	0.2% ($4.4M/$2.8B)	QoQ +22.98% (+$814.0K) YoY +579.97% (+$3.7M)
(EFGcusip464288885)	41.2K	QoQ -42.82% (-30.9K) YoY +4.36% (+1.7K)	All Managers (Combined)	$4.2M	0.2% ($4.2M/$2.8B)	QoQ -40.57% (-$2.8M) YoY +1.39% (+$57.2K)
(cusip092528603)✕	79.2K	QoQ +1.11% (+871) YoY +67.69% (+32.0K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$2.8B)	QoQ +1.75% (+$71.5K) YoY +67.34% (+$1.7M)
(SPYGcusip78464A409)	51.5K	QoQ -75.98% (-162.8K) YoY +96.65% (+25.3K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$2.8B)	QoQ -78.29% (-$14.9M) YoY +115.39% (+$2.2M)
(cusip464288653)✕	36.3K	QoQ +941.64% (+32.9K) YoY +931.29% (+32.8K)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$2.8B)	QoQ +975.96% (+$3.4M) YoY +912.74% (+$3.4M)