Statistik Asas
Nilai Portfolio $ 3,022,175,048
Kedudukan Semasa 133
Pegangan Terkini, Prestasi, AUM (dari 13F, 13D)

SigFig Wealth Management, LLC telah mendedahkan 133 jumlah pegangan dalam pemfailan SEC terkini mereka. Nilai portfolio terkini dikira sebagai $ 3,022,175,048 USD. Aset Sebenar Di Bawah Pengurusan (AUM) ialah nilai ini ditambah dengan tunai (yang tidak didedahkan). Pegangan teratas SigFig Wealth Management, LLC ialah iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) , iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) , Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) , iShares Trust - iShares Core Total USD Bond Market ETF (US:IUSB) , and Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF (US:GSIE) . Kedudukan baharu SigFig Wealth Management, LLC termasuk iShares Trust - iShares Core International Aggregate Bond ETF (US:IAGG) , Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (US:BAI) , iShares Trust - iShares 0-5 Year TIPS Bond ETF (US:STIP) , Schwab Strategic Trust - Schwab Fundamental International Equity ETF (US:FNDF) , and Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF (US:VTES) .

SigFig Wealth Management, LLC - Nilai Portfolio
Kenaikan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)
Nilai
(MM$)
Portfolio % ΔPortfolio %
3.54 475.25 15.7254 0.4135
0.17 48.78 1.6142 0.3832
1.17 28.48 0.9424 0.2370
0.11 10.28 0.3402 0.1911
0.38 11.43 0.3780 0.1802
0.13 14.36 0.4750 0.1770
0.54 11.94 0.3952 0.1737
0.44 10.22 0.3382 0.1400
0.58 13.87 0.4588 0.1398
1.40 83.46 2.7615 0.1320
Penurunan Teratas Suku Tahun Ini

Kami menggunakan perubahan dalam peruntukan portfolio kerana ini adalah metrik yang paling bermakna. Perubahan boleh disebabkan oleh perdagangan atau perubahan dalam harga saham.

Sekuriti Saham
(MM)
Nilai
(MM$)
Portfolio % ΔPortfolio %
3.16 311.75 10.3153 -0.7078
0.06 35.21 1.1652 -0.6341
4.12 189.89 6.2832 -0.5183
6.61 86.14 2.8501 -0.3446
2.29 85.72 2.8363 -0.1470
0.56 106.77 3.5330 -0.1338
0.74 68.18 2.2560 -0.1138
0.27 13.13 0.4346 -0.0951
0.10 4.70 0.1555 -0.0790
0.67 31.86 1.0544 -0.0588
13F dan Pemfailan Dana

Borang ini telah difailkan pada 2025-07-18 untuk tempoh pelaporan 2025-06-30. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium dan eksport ke Excel .

28-07-2022: Nota Penting - Kami telah menukar layanan lajur Δ Portfolio % dalam jadual ini. Sebelum ini, kami melaporkannya sebagai peratus perubahan dalam peruntukan portfolio. Kini kami melaporkannya sebagai perubahan mentah dalam peruntukan portfolio (masih dilaporkan sebagai peratus). Dari segi formula, kami sebelum ini melaporkannya sebagai 100 * (peruntukan semasa - peruntukan terdahulu ) / peruntukan terdahulu. Kami kini melaporkannya sebagai (peruntukan semasa - peruntukan terdahulu).
Sekuriti Jenis Purata Harga Saham Saham
(MM)
ΔSaham
(%)
ΔSaham
(%)
Nilai
($MM)
Portfolio
(%)
ΔPortfolio
(%)
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 3.54 1.37 475.25 12.19 15.7254 0.4135
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 3.16 2.02 311.75 2.22 10.3153 -0.7078
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.87 -0.03 225.34 10.36 7.4562 0.0758
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 4.12 0.69 189.89 0.91 6.2832 -0.5183
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 4.49 -1.23 177.86 8.63 5.8853 -0.0329
LRGF / iShares Trust - iShares U.S. Equity Factor ETF 1.98 0.10 126.04 10.82 4.1704 0.0595
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF 3.30 -1.07 122.66 10.43 4.0586 0.0437
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.56 -5.04 106.77 5.25 3.5330 -0.1338
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 1.22 -1.72 101.90 7.68 3.3718 -0.0487
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 6.61 0.67 86.14 -2.55 2.8501 -0.3446
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 2.29 2.10 85.72 3.85 2.8363 -0.1470
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 1.40 3.43 83.46 14.72 2.7615 0.1320
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.74 2.83 81.21 8.25 2.6872 -0.0244
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.74 1.85 68.18 3.99 2.2560 -0.1138
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.17 31.97 48.78 43.24 1.6142 0.3832
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.07 0.41 37.62 11.45 1.2447 0.0247
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF 0.67 0.64 36.06 15.93 1.1931 0.0690
IVV / iShares Trust - iShares Core S&P 500 ETF 0.06 -36.06 35.21 -29.26 1.1652 -0.6341
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.67 3.47 31.86 3.47 1.0544 -0.0588
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.54 -2.18 30.55 9.35 1.0108 0.0010
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF 0.52 1.97 29.28 15.04 0.9687 0.0489
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 1.17 28.83 28.48 45.94 0.9424 0.2370
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF 0.57 4.22 24.58 4.56 0.8133 -0.0364
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.61 6.20 24.51 22.75 0.8111 0.0893
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.33 -4.81 24.23 10.94 0.8018 0.0124
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.23 -0.19 17.23 9.95 0.5702 0.0037
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.13 43.50 14.36 74.10 0.4750 0.1770
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.28 0.67 13.90 11.41 0.4600 0.0090
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.58 2.80 13.87 57.09 0.4588 0.1398
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.32 -5.02 13.77 7.74 0.4558 -0.0063
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.27 -11.54 13.13 -10.38 0.4346 -0.0951
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.16 1.02 12.38 1.48 0.4096 -0.0313
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.48 6.56 12.36 1.56 0.4090 -0.0309
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.54 -4.46 11.94 94.91 0.3952 0.1737
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.30 1.41 11.62 13.20 0.3843 0.0135
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.38 -2.63 11.43 108.79 0.3780 0.1802
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.26 7.05 10.57 14.92 0.3496 0.0173
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.11 110.72 10.28 149.33 0.3402 0.1911
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.06 2.31 10.24 9.53 0.3387 0.0009
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.44 -0.24 10.22 86.43 0.3382 0.1400
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF 0.21 2.16 9.85 4.33 0.3260 -0.0153
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.15 41.14 9.66 50.69 0.3196 0.0879
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.08 -10.12 9.30 6.32 0.3077 -0.0084
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.17 -0.12 9.23 11.66 0.3054 0.0066
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.12 3.30 8.91 4.21 0.2949 -0.0142
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.03 -1.93 7.94 20.30 0.2627 0.0242
IVE / iShares Trust - iShares S&P 500 Value ETF 0.04 15.52 7.92 18.93 0.2622 0.0214
SMMD / iShares Trust - iShares Russell 2500 ETF 0.10 36.77 6.42 47.52 0.2125 0.0551
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.09 -2.53 6.37 -2.54 0.2106 -0.0255
VTV / Vanguard Index Funds - Vanguard Value ETF 0.04 2.64 6.30 6.16 0.2086 -0.0061
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.03 130.34 6.27 172.70 0.2075 0.1244
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.13 0.97 6.16 0.77 0.2038 -0.0171
IWB / iShares Trust - iShares Russell 1000 ETF 0.02 1.27 5.85 11.41 0.1936 0.0038
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF 0.08 1.43 5.84 -0.14 0.1932 -0.0182
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF 0.05 51.20 5.54 47.79 0.1833 0.0478
MBB / iShares Trust - iShares MBS ETF 0.06 -0.60 5.18 -0.75 0.1715 -0.0172
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.10 -26.72 4.70 -27.57 0.1555 -0.0790
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.05 -2.69 4.29 -3.62 0.1419 -0.0189
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.08 1.78 4.25 2.58 0.1407 -0.0091
INTF / iShares Trust - iShares International Equity Factor ETF 0.12 3.95 4.23 14.22 0.1398 0.0061
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.04 -10.74 4.11 -1.11 0.1361 -0.0142
OEF / iShares Trust - iShares S&P 100 ETF 0.01 42.43 4.02 60.34 0.1331 0.0424
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF 0.11 1,455.54 3.99 1,651.75 0.1322 0.1239
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF 0.19 15.87 3.99 13.59 0.1320 0.0051
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 0.20 3.11 3.95 66.75 0.1308 0.0451
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 7.98 3.90 20.27 0.1292 0.0119
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.07 3.54 0.1171 0.1171
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.06 25.82 3.51 34.07 0.1163 0.0215
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 0.05 4.07 3.46 15.23 0.1144 0.0059
IYW / iShares Trust - iShares U.S. Technology ETF 0.02 -11.66 3.23 7.89 0.1068 -0.0013
TIP / iShares Trust - iShares TIPS Bond ETF 0.03 -3.48 3.11 -3.83 0.1029 -0.0140
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF 0.12 36.52 2.90 38.34 0.0960 0.0202
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 18.63 2.86 27.09 0.0947 0.0133
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF 0.11 -2.87 2.84 -4.02 0.0940 -0.0130
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF 0.10 -4.73 2.81 -7.35 0.0931 -0.0167
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF 0.12 18.58 2.75 27.87 0.0909 0.0133
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.11 1.83 2.57 38.54 0.0852 0.0180
MUB / iShares Trust - iShares National Muni Bond ETF 0.02 -8.57 2.54 -10.07 0.0839 -0.0180
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.02 15.64 2.46 28.15 0.0815 0.0120
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.02 -0.14 2.31 13.24 0.0764 0.0027
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 0.03 -2.01 2.26 6.57 0.0746 -0.0018
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0.05 11.68 2.16 15.25 0.0715 0.0037
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF 0.09 17.15 2.02 17.69 0.0669 0.0048
IAU / iShares Gold Trust 0.03 -26.29 1.78 -21.84 0.0587 -0.0233
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF 0.07 -4.48 1.73 -9.97 0.0574 -0.0122
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -30.95 1.64 -18.68 0.0543 -0.0186
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.04 1.05 1.61 6.19 0.0534 -0.0015
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.06 5.29 1.61 127.30 0.0532 0.0276
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF 0.05 1.45 0.0481 0.0481
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.02 33.24 1.42 34.12 0.0470 0.0087
USRT / iShares Trust - iShares Core U.S. REIT ETF 0.02 -3.60 1.37 4.26 0.0454 -0.0022
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -3.47 1.37 3.71 0.0454 -0.0024
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF 0.05 35.00 1.23 32.47 0.0408 0.0071
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 1.22 0.0405 0.0405
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.05 1.91 1.17 1.75 0.0386 -0.0028
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.01 20.28 1.13 23.39 0.0374 0.0043
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.05 -0.75 0.99 78.10 0.0328 0.0127
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.01 0.87 0.0288 0.0288
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF 0.01 27.79 0.85 29.79 0.0283 0.0045
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF 0.02 10.10 0.81 12.21 0.0268 0.0007
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0.01 11.59 0.78 15.90 0.0258 0.0015
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.03 41.24 0.78 56.77 0.0257 0.0078
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF 0.01 142.36 0.77 141.88 0.0256 0.0140
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 0.01 -1.11 0.76 5.69 0.0252 -0.0008
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 0.02 1.03 0.69 9.58 0.0227 0.0001
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF 0.01 3.25 0.67 3.58 0.0221 -0.0012
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 0.01 -2.05 0.65 6.73 0.0215 -0.0005
JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 0.02 -2.68 0.65 6.09 0.0214 -0.0006
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 -8.71 0.63 -5.14 0.0208 -0.0031
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.01 11.28 0.60 20.08 0.0200 0.0018
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.01 -3.92 0.46 -1.91 0.0153 -0.0018
ICVT / iShares Trust - iShares Convertible Bond ETF 0.00 -42.82 0.43 -38.88 0.0141 -0.0111
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 0.40 0.0131 0.0131
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF 0.01 4.29 0.39 2.35 0.0130 -0.0009
AAPL / Apple Inc. 0.00 2.81 0.37 8.90 0.0122 -0.0000
BALI / BlackRock ETF Trust - iShares Advantage Large Cap Income ETF 0.01 41.88 0.35 48.73 0.0116 0.0031
IGRO / iShares Trust - iShares International Dividend Growth ETF 0.00 -36.08 0.32 -31.06 0.0107 -0.0063
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF 0.01 -3.09 0.32 1.57 0.0107 -0.0008
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 0.01 -2.24 0.32 2.89 0.0106 -0.0006
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 3.81 0.31 5.10 0.0102 -0.0004
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.01 7.61 0.30 21.60 0.0101 0.0010
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.00 28.05 0.30 41.40 0.0101 0.0023
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF 0.00 0.27 0.0090 0.0090
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF 0.01 0.25 0.0082 0.0082
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF 0.01 0.24 0.0081 0.0081
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF 0.00 0.24 0.0079 0.0079
HYGW / iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF 0.01 9.60 0.23 6.57 0.0075 -0.0002
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF 0.00 0.23 0.0075 0.0075
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF 0.00 -58.42 0.22 -58.27 0.0072 -0.0116
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.01 -1.39 0.21 -0.96 0.0068 -0.0007
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.01 -1.20 0.21 -0.97 0.0068 -0.0007
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.01 -0.94 0.20 -0.97 0.0068 -0.0007
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund 0.01 -5.19 0.20 -7.37 0.0067 -0.0012
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF 0.00 -100.00 0.00 0.0000
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.00 -100.00 0.00 0.0000
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.00 -100.00 0.00 0.0000
IWX / iShares Trust - iShares Russell Top 200 Value ETF 0.00 -100.00 0.00 0.0000