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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922908736

VUG|922908736

Shares:5.5K

Value:$2.0M

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

78464A656

Shares:69.9K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.8B)

46435G425

ESGU|46435G425

Shares:15.9K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.8B)

97717X594

Shares:42.8K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.8B)

808524862

Shares:103.8K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$2.8B)

46435G193

Shares:74.7K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$2.8B)

46137V613

PRF|46137V613

Shares:37.9K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$2.8B)

464287655

IWM|464287655

Shares:6.6K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$2.8B)

464288521

Shares:25.3K

Value:$1.3M

% of Portfolio:0.0% ($1.3M/$2.8B)

46434V803

HEFA|46434V803

Shares:32.2K

Value:$1.2M

% of Portfolio:0.0% ($1.2M/$2.8B)

46429B267

Shares:50.0K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.8B)

92206C706

VGIT|92206C706

Shares:17.9K

Value:$1.1M

% of Portfolio:0.0% ($1.1M/$2.8B)

78464A284

Shares:37.0K

Value:$930.8K

% of Portfolio:0.0% ($930.8K/$2.8B)

464287879

Shares:9.4K

Value:$915.7K

% of Portfolio:0.0% ($915.7K/$2.8B)

233051432

Shares:20.0K

Value:$721.5K

% of Portfolio:0.0% ($721.5K/$2.8B)

47804J206

Shares:12.7K

Value:$721.0K

% of Portfolio:0.0% ($721.0K/$2.8B)

808524870

Shares:57.4K

Value:$707.0K

% of Portfolio:0.0% ($707.0K/$2.8B)

46435G102

Shares:8.3K

Value:$697.6K

% of Portfolio:0.0% ($697.6K/$2.8B)

921946406

VYM|921946406

Shares:5.3K

Value:$673.3K

% of Portfolio:0.0% ($673.3K/$2.8B)

46434V621

DGRO|46434V621

Shares:10.8K

Value:$662.1K

% of Portfolio:0.0% ($662.1K/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	5.5K	QoQ -7.26% (-427) YoY -17.32% (-1.1K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$2.8B)	QoQ -17.06% (-$415.3K) YoY -11.03% (-$250.3K)
(cusip78464A656)✕	69.9K	QoQ -5.00% (-3.7K) YoY -19.36% (-16.8K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.8B)	QoQ -3.78% (-$75.8K) YoY -14.05% (-$314.8K)
(ESGUcusip46435G425)	15.9K	QoQ +11.32% (+1.6K) YoY -4.23% (-702)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.8B)	QoQ +4.31% (+$79.6K) YoY +0.97% (-$18.6K)
(cusip97717X594)✕	42.8K	QoQ +6.44% (+2.6K) YoY NEW(+42.8K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.8B)	QoQ +7.22% (+$126.4K) YoY NEW(+$1.9M)
(cusip808524862)✕	103.8K	QoQ +4.87% (-4.8K) YoY +165.23% (+64.7K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$2.8B)	QoQ -2.51% (-$47.9K) YoY +10.03% (+$169.5K)
(cusip46435G193)✕	74.7K	QoQ -6.61% (-5.3K) YoY +22.36% (+13.6K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$2.8B)	QoQ -5.50% (-$100.2K) YoY +22.52% (+$316.0K)
(PRFcusip46137V613)	37.9K	QoQ +0.03% (-15) YoY +8.09% (+2.8K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$2.8B)	QoQ -0.48% (-$7.3K) YoY +12.53% (+$169.3K)
(IWMcusip464287655)	6.6K	QoQ +0.06% (-4) YoY -5.31% (-370)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$2.8B)	QoQ -9.10% (-$132.4K) YoY -9.75% (-$142.7K)
(cusip464288521)✕	25.3K	QoQ -3.58% (-941) YoY -20.84% (-6.7K)	All Managers (Combined)	$1.3M	0.0% ($1.3M/$2.8B)	QoQ -3.96% (-$54.4K) YoY -19.24% (-$313.7K)
(HEFAcusip46434V803)	32.2K	QoQ NEW(+32.2K) YoY -43.61% (-24.9K)	All Managers (Combined)	$1.2M	0.0% ($1.2M/$2.8B)	QoQ NEW(+$1.2M) YoY -40.88% (-$813.8K)
(cusip46429B267)✕	50.0K	QoQ +2.05% (+1.0K) YoY +7.30% (+3.4K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.8B)	QoQ +4.11% (+$45.3K) YoY +8.05% (+$85.5K)
(VGITcusip92206C706)	17.9K	QoQ +145.32% (+10.6K) YoY NEW(+17.9K)	All Managers (Combined)	$1.1M	0.0% ($1.1M/$2.8B)	QoQ +150.74% (+$636.5K) YoY NEW(+$1.1M)
(cusip78464A284)✕	37.0K	QoQ +37.74% (+10.1K) YoY NEW(+37.0K)	All Managers (Combined)	$930.8K	0.0% ($930.8K/$2.8B)	QoQ +35.54% (+$244.1K) YoY NEW(+$930.8K)
(cusip464287879)✕	9.4K	QoQ +8.89% (-770) YoY +180.66% (+6.1K)	All Managers (Combined)	$915.7K	0.0% ($915.7K/$2.8B)	QoQ -2.17% (-$20.3K) YoY +165.45% (+$570.8K)
(cusip233051432)✕	20.0K	QoQ +0.46% (+93) YoY +4.80% (+917)	All Managers (Combined)	$721.5K	0.0% ($721.5K/$2.8B)	QoQ +0.55% (+$4.0K) YoY +5.95% (+$40.5K)
(cusip47804J206)✕	12.7K	QoQ +0.66% (-84) YoY +20.92% (+2.2K)	All Managers (Combined)	$721.0K	0.0% ($721.0K/$2.8B)	QoQ -3.98% (-$29.9K) YoY +20.02% (+$120.3K)
(cusip808524870)✕	57.4K	QoQ -0.08% (-49) YoY +168.68% (-36.0K)	All Managers (Combined)	$707.0K	0.0% ($707.0K/$2.8B)	QoQ -3.87% (-$28.5K) YoY -21.36% (-$192.1K)
(cusip46435G102)✕	8.3K	QoQ +1.88% (+154) YoY +58.59% (+3.1K)	All Managers (Combined)	$697.6K	0.0% ($697.6K/$2.8B)	QoQ +0.52% (+$3.6K) YoY +66.80% (+$279.4K)
(VYMcusip921946406)	5.3K	QoQ +12.67% (+594) YoY +34.97% (+1.4K)	All Managers (Combined)	$673.3K	0.0% ($673.3K/$2.8B)	QoQ +12.88% (+$76.8K) YoY +42.29% (+$200.1K)
(DGROcusip46434V621)	10.8K	QoQ -11.26% (-1.4K) YoY -9.47% (-1.1K)	All Managers (Combined)	$662.1K	0.0% ($662.1K/$2.8B)	QoQ -11.39% (-$85.2K) YoY -4.65% (-$32.3K)