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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46434V274

Shares:119.0K

Value:$3.7M

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

003261104

Shares:164.9K

Value:$3.5M

% of Portfolio:0.1% ($3.5M/$2.8B)

922908637

VV|922908637

Shares:12.7K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.8B)

464287176

Shares:29.4K

Value:$3.2M

% of Portfolio:0.1% ($3.2M/$2.8B)

78468R101

Shares:100.9K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.8B)

09290C509

Shares:49.7K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.8B)

464287721

Shares:21.3K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.8B)

316092857

Shares:108.9K

Value:$3.0M

% of Portfolio:0.1% ($3.0M/$2.8B)

46434G764

EMXC|46434G764

Shares:52.8K

Value:$2.9M

% of Portfolio:0.1% ($2.9M/$2.8B)

464288414

MUB|464288414

Shares:26.6K

Value:$2.8M

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

464287507

IJH|464287507

Shares:45.0K

Value:$2.6M

% of Portfolio:0.1% ($2.6M/$2.8B)

464287101

Shares:9.3K

Value:$2.5M

% of Portfolio:0.1% ($2.5M/$2.8B)

46138E784

Shares:189.2K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$2.8B)

46432F396

MTUM|46432F396

Shares:11.5K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.8B)

464285204

Shares:39.1K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.8B)

922908751

VB|922908751

Shares:10.2K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$2.8B)

46138E727

Shares:99.1K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.8B)

47804J107

Shares:31.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.8B)

78468R606

Shares:89.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$2.8B)

464288570

Shares:20.0K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V274)✕	119.0K	QoQ -0.28% (-342) YoY -0.23% (-282)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$2.8B)	QoQ +7.82% (-$268.5K) YoY +3.97% (-$141.5K)
(cusip003261104)✕	164.9K	QoQ -2.19% (-3.7K) YoY +86.23% (+76.3K)	All Managers (Combined)	$3.5M	0.1% ($3.5M/$2.8B)	QoQ +5.64% (-$187.5K) YoY +100.64% (+$1.8M)
(VVcusip922908637)	12.7K	QoQ +3.95% (-483) YoY -7.47% (-1.0K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.8B)	QoQ -1.92% (-$63.7K) YoY -1.41% (-$46.6K)
(cusip464287176)✕	29.4K	QoQ +2.10% (+606) YoY -18.71% (-6.8K)	All Managers (Combined)	$3.2M	0.1% ($3.2M/$2.8B)	QoQ +5.72% (+$175.2K) YoY -16.34% (-$632.1K)
(cusip78468R101)✕	100.9K	QoQ -3.64% (-3.8K) YoY -18.23% (-22.5K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.8B)	QoQ -3.72% (-$117.5K) YoY -16.54% (-$601.9K)
(cusip09290C509)✕	49.7K	QoQ -2.59% (-1.3K) YoY -2.44% (-1.2K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.8B)	QoQ -8.62% (-$283.2K) YoY +2.55% (-$74.8K)
(cusip464287721)✕	21.3K	QoQ +2.55% (-529) YoY -7.49% (-1.7K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.8B)	QoQ -10.40% (-$347.5K) YoY -3.65% (-$113.6K)
(cusip316092857)✕	108.9K	QoQ +0.86% (+936) YoY +1.59% (+1.7K)	All Managers (Combined)	$3.0M	0.1% ($3.0M/$2.8B)	QoQ +2.41% (+$70.0K) YoY +5.92% (+$165.7K)
(EMXCcusip46434G764)	52.8K	QoQ -19.57% (-12.9K) YoY +30.46% (+12.3K)	All Managers (Combined)	$2.9M	0.1% ($2.9M/$2.8B)	QoQ -20.07% (-$732.2K) YoY +25.04% (+$584.1K)
(MUBcusip464288414)	26.6K	QoQ +8.68% (+2.1K) YoY -76.68% (-87.5K)	All Managers (Combined)	$2.8M	0.1% ($2.8M/$2.8B)	QoQ +8.18% (+$213.4K) YoY -77.01% (-$9.4M)
(IJHcusip464287507)	45.0K	QoQ +2.66% (-1.2K) YoY +0.17% (-78)	All Managers (Combined)	$2.6M	0.1% ($2.6M/$2.8B)	QoQ -3.87% (-$105.6K) YoY -3.99% (-$109.2K)
(cusip464287101)✕	9.3K	QoQ +948.48% (+8.4K) YoY NEW(+9.3K)	All Managers (Combined)	$2.5M	0.1% ($2.5M/$2.8B)	QoQ +871.92% (+$2.3M) YoY NEW(+$2.5M)
(cusip46138E784)✕	189.2K	QoQ +2.36% (-4.4K) YoY +20.17% (-31.8K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$2.8B)	QoQ -2.92% (-$71.5K) YoY -7.77% (-$199.8K)
(MTUMcusip46432F396)	11.5K	QoQ +5.80% (+628) YoY +43.04% (+3.4K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.8B)	QoQ +2.22% (+$50.0K) YoY +53.36% (+$800.6K)
(cusip464285204)✕	39.1K	QoQ +116.40% (+21.0K) YoY NEW(+39.1K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.8B)	QoQ +155.58% (+$1.4M) YoY NEW(+$2.3M)
(VBcusip922908751)	10.2K	QoQ +7.36% (-697) YoY -20.42% (-2.6K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$2.8B)	QoQ -0.89% (-$20.3K) YoY -22.84% (-$667.0K)
(cusip46138E727)✕	99.1K	QoQ -2.35% (-2.4K) YoY -0.06% (-66)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.8B)	QoQ +3.30% (-$68.8K) YoY +11.43% (-$220.6K)
(cusip47804J107)✕	31.6K	QoQ -0.18% (-60) YoY +17.03% (+4.6K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.8B)	QoQ -4.12% (-$91.0K) YoY +21.17% (+$369.8K)
(cusip78468R606)✕	89.6K	QoQ +31.88% (+21.7K) YoY NEW(+89.6K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$2.8B)	QoQ +31.55% (+$503.2K) YoY NEW(+$2.1M)
(cusip464288570)✕	20.0K	QoQ -0.47% (-96) YoY -1.74% (-356)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.8B)	QoQ -8.42% (-$187.6K) YoY -0.57% (-$11.9K)