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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Sigfig-Wealth-Management
Data Enrichment
38% identified48 identified79 unidentified
Holdings
127 positions • $2.8B total value
Manager:
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09290C806
Shares:7.3K
Value:$228.6K
% of Portfolio:0.0% ($228.6K/$2.8B)
33739H101
Shares:8.6K
Value:$217.8K
% of Portfolio:0.0% ($217.8K/$2.8B)
464288802
Shares:1.9K
Value:$215.3K
% of Portfolio:0.0% ($215.3K/$2.8B)
46436E320
Shares:6.8K
Value:$213.6K
% of Portfolio:0.0% ($213.6K/$2.8B)
46138J783
Shares:10.6K
Value:$208.4K
% of Portfolio:0.0% ($208.4K/$2.8B)
46138J791
Shares:10.7K
Value:$207.9K
% of Portfolio:0.0% ($207.9K/$2.8B)
46138J825
Shares:10.0K
Value:$206.4K
% of Portfolio:0.0% ($206.4K/$2.8B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip09290C806)✕ | 7.3K | QoQ NEW(+7.3K) YoY NEW(+7.3K) | All Managers (Combined) | $228.6K | 0.0% ($228.6K/$2.8B) | QoQ NEW(+$228.6K) YoY NEW(+$228.6K) |
(cusip33739H101)✕ | 8.6K | QoQ NEW(+8.6K) YoY NEW(+8.6K) | All Managers (Combined) | $217.8K | 0.0% ($217.8K/$2.8B) | QoQ NEW(+$217.8K) YoY NEW(+$217.8K) |
(cusip464288802)✕ | 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $215.3K | 0.0% ($215.3K/$2.8B) | QoQ NEW(+$215.3K) YoY NEW(+$215.3K) |
(cusip46436E320)✕ | 6.8K | QoQ NEW(+6.8K) YoY NEW(+6.8K) | All Managers (Combined) | $213.6K | 0.0% ($213.6K/$2.8B) | QoQ NEW(+$213.6K) YoY NEW(+$213.6K) |
(cusip46138J783)✕ | 10.6K | QoQ +1.74% (+183)YoY NEW(+10.6K) | All Managers (Combined) | $208.4K | 0.0% ($208.4K/$2.8B) | YoY NEW(+$208.4K) |
(cusip46138J791)✕ | 10.7K | QoQ +1.26% (+133)YoY -7.61% (-880) | All Managers (Combined) | $207.9K | 0.0% ($207.9K/$2.8B) | |
(cusip46138J825)✕ | 10.0K | All Managers (Combined) | $206.4K | 0.0% ($206.4K/$2.8B) |