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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921946885

Shares:10.3K

Value:$658.4K

% of Portfolio:0.0% ($658.4K/$2.8B)

46429B291

Shares:13.6K

Value:$643.1K

% of Portfolio:0.0% ($643.1K/$2.8B)

47804J859

Shares:17.8K

Value:$626.5K

% of Portfolio:0.0% ($626.5K/$2.8B)

09290C608

Shares:13.1K

Value:$609.9K

% of Portfolio:0.0% ($609.9K/$2.8B)

47804J834

Shares:22.8K

Value:$608.6K

% of Portfolio:0.0% ($608.6K/$2.8B)

808524847

SCHH|808524847

Shares:47.6K

Value:$557.3K

% of Portfolio:0.0% ($557.3K/$2.8B)

46435G250

Shares:11.1K

Value:$520.5K

% of Portfolio:0.0% ($520.5K/$2.8B)

921946794

VYMI|921946794

Shares:6.8K

Value:$503.3K

% of Portfolio:0.0% ($503.3K/$2.8B)

808524722

Shares:18.5K

Value:$495.9K

% of Portfolio:0.0% ($495.9K/$2.8B)

464288513

Shares:6.0K

Value:$472.7K

% of Portfolio:0.0% ($472.7K/$2.8B)

46435G524

Shares:6.5K

Value:$470.1K

% of Portfolio:0.0% ($470.1K/$2.8B)

092528843

Shares:7.8K

Value:$384.0K

% of Portfolio:0.0% ($384.0K/$2.8B)

Apple Inc.

AAPL|037833100

Shares:1.8K

Value:$337.7K

% of Portfolio:0.0% ($337.7K/$2.8B)

922907738

Shares:3.3K

Value:$320.7K

% of Portfolio:0.0% ($320.7K/$2.8B)

09290C848

Shares:12.3K

Value:$318.5K

% of Portfolio:0.0% ($318.5K/$2.8B)

47804J842

Shares:8.4K

Value:$311.2K

% of Portfolio:0.0% ($311.2K/$2.8B)

922908553

VNQ|922908553

Shares:3.4K

Value:$294.6K

% of Portfolio:0.0% ($294.6K/$2.8B)

67092P607

Shares:6.9K

Value:$264.3K

% of Portfolio:0.0% ($264.3K/$2.8B)

97717W281

Shares:5.2K

Value:$250.8K

% of Portfolio:0.0% ($250.8K/$2.8B)

09290C863

Shares:8.3K

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$2.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip921946885)✕	10.3K	QoQ -0.57% (-59) YoY +16.57% (+1.5K)	All Managers (Combined)	$658.4K	0.0% ($658.4K/$2.8B)	QoQ +0.60% (-$4.0K) YoY +16.95% (+$95.5K)
(cusip46429B291)✕	13.6K	QoQ +66.41% (+5.4K) YoY NEW(+13.6K)	All Managers (Combined)	$643.1K	0.0% ($643.1K/$2.8B)	QoQ +68.36% (+$261.1K) YoY NEW(+$643.1K)
(cusip47804J859)✕	17.8K	QoQ +0.98% (+174) YoY +26.86% (+3.8K)	All Managers (Combined)	$626.5K	0.0% ($626.5K/$2.8B)	QoQ +10.94% (+$61.8K) YoY +29.40% (+$142.4K)
(cusip09290C608)✕	13.1K	QoQ -4.14% (-567) YoY +18.15% (+2.0K)	All Managers (Combined)	$609.9K	0.0% ($609.9K/$2.8B)	QoQ +2.28% (-$13.6K) YoY +20.47% (+$103.6K)
(cusip47804J834)✕	22.8K	QoQ +0.28% (+64) YoY +20.59% (+3.9K)	All Managers (Combined)	$608.6K	0.0% ($608.6K/$2.8B)	QoQ +3.90% (+$22.9K) YoY +23.99% (+$117.8K)
(SCHHcusip808524847)	47.6K	QoQ +7.70% (-3.4K) YoY +27.66% (-10.3K)	All Managers (Combined)	$557.3K	0.0% ($557.3K/$2.8B)	QoQ -1.87% (-$10.7K) YoY -7.67% (-$46.4K)
(cusip46435G250)✕	11.1K	QoQ +0.48% (+53) YoY NEW(+11.1K)	All Managers (Combined)	$520.5K	0.0% ($520.5K/$2.8B)	QoQ +0.63% (+$3.3K) YoY NEW(+$520.5K)
(VYMIcusip921946794)	6.8K	QoQ +26.62% (+1.4K) YoY +101.09% (+3.4K)	All Managers (Combined)	$503.3K	0.0% ($503.3K/$2.8B)	QoQ +38.30% (+$139.4K) YoY +116.29% (+$270.6K)
(cusip808524722)✕	18.5K	QoQ NEW(+18.5K) YoY NEW(+18.5K)	All Managers (Combined)	$495.9K	0.0% ($495.9K/$2.8B)	QoQ NEW(+$495.9K) YoY NEW(+$495.9K)
(cusip464288513)✕	6.0K	QoQ -3.66% (-228) YoY -14.81% (-1.0K)	All Managers (Combined)	$472.7K	0.0% ($472.7K/$2.8B)	QoQ -3.47% (-$17.0K) YoY -13.63% (-$74.6K)
(cusip46435G524)✕	6.5K	QoQ +12.49% (+717) YoY NEW(+6.5K)	All Managers (Combined)	$470.1K	0.0% ($470.1K/$2.8B)	QoQ +20.87% (+$81.2K) YoY NEW(+$470.1K)
(cusip092528843)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$384.0K	0.0% ($384.0K/$2.8B)	QoQ NEW(+$384.0K) YoY NEW(+$384.0K)
Apple Inc.(AAPLcusip037833100)	1.8K	QoQ 0.00% (+0) YoY -14.42% (-300)	All Managers (Combined)	$337.7K	0.0% ($337.7K/$2.8B)	QoQ 0.00% (+$0) YoY -13.22% (-$51.4K)
(cusip922907738)✕	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$320.7K	0.0% ($320.7K/$2.8B)	QoQ NEW(+$320.7K) YoY NEW(+$320.7K)
(cusip09290C848)✕	12.3K	QoQ +3.81% (+451) YoY NEW(+12.3K)	All Managers (Combined)	$318.5K	0.0% ($318.5K/$2.8B)	QoQ +9.04% (+$26.4K) YoY NEW(+$318.5K)
(cusip47804J842)✕	8.4K	QoQ +0.68% (-57) YoY +22.68% (+1.6K)	All Managers (Combined)	$311.2K	0.0% ($311.2K/$2.8B)	QoQ -5.76% (-$19.0K) YoY +18.22% (+$48.0K)
(VNQcusip922908553)	3.4K	QoQ +24.48% (+660) YoY NEW(+3.4K)	All Managers (Combined)	$294.6K	0.0% ($294.6K/$2.8B)	QoQ +26.39% (+$61.5K) YoY NEW(+$294.6K)
(cusip67092P607)✕	6.9K	QoQ +13.24% (+803) YoY -12.22% (-956)	All Managers (Combined)	$264.3K	0.0% ($264.3K/$2.8B)	QoQ +4.26% (+$10.8K) YoY -18.76% (-$61.0K)
(cusip97717W281)✕	5.2K	QoQ +7.59% (+364) YoY NEW(+5.2K)	All Managers (Combined)	$250.8K	0.0% ($250.8K/$2.8B)	QoQ +7.13% (+$16.7K) YoY NEW(+$250.8K)
(cusip09290C863)✕	8.3K	QoQ +21.74% (+1.5K) YoY NEW(+8.3K)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$2.8B)	QoQ +14.61% (+$30.2K) YoY NEW(+$236.5K)