SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- 最新申報
- 2026/7/7
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/10 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 81
- 較 2021 年第 1 季 +6
- 總值
- $18.9 億
- 較 2021 年第 1 季 +$2.64 億 (+16.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 3,090,775 | $3.05 億 | 16.1% | +235,928+8.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,078,094 | $2.40 億 | 12.7% | +188,663+10.0% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,101,484 | $2.08 億 | 11.0% | +105,090+10.5% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,227,252 | $1.92 億 | 10.1% | +183,898+9.0% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,485,931 | $1.33 億 | 7.0% | +254,401+11.4% | 加碼 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 2,212,030 | $9,027 萬 | 4.8% | +217,217+10.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 2,275,952 | $7,950 萬 | 4.2% | +201,396+9.7% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,527,483 | $6,157 萬 | 3.3% | +420,207+37.9% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 912,765 | $6,115 萬 | 3.2% | +75,820+9.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 812,179 | $6,081 萬 | 3.2% | +64,294+8.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 2,122,701 | $5,863 萬 | 3.1% | +196,983+10.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 358,631 | $4,052 萬 | 2.1% | +6,029+1.7% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 698,147 | $3,698 萬 | 2.0% | +78,641+12.7% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 503,545 | $2,291 萬 | 1.2% | +71,782+16.6% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 621,504 | $2,287 萬 | 1.2% | +73,167+13.3% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 602,060 | $1,807 萬 | 1.0% | +84,843+16.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 335,061 | $1,719 萬 | 0.9% | +34,296+11.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 42,151 | $1,659 萬 | 0.9% | +6,417+18.0% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 128,089 | $1,327 萬 | 0.7% | +7,640+6.3% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 116,170 | $1,307 萬 | 0.7% | +16,064+16.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 56,874 | $1,245 萬 | 0.7% | −2,251−3.8% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 186,376 | $1,064 萬 | 0.6% | +18,816+11.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 192,180 | $1,036 萬 | 0.5% | +13,652+7.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 22,762 | $978.6 萬 | 0.5% | +3,571+18.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 111,635 | $917.2 萬 | 0.5% | +11,710+11.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 211,178 | $832.3 萬 | 0.4% | +22,581+12.0% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 252,845 | $831.4 萬 | 0.4% | +21,449+9.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 71,491 | $704.0 萬 | 0.4% | +15,232+27.1% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 241,447 | $642.2 萬 | 0.3% | +55,314+29.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 97,088 | $611.4 萬 | 0.3% | +97,088 | 新進 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 108,213 | $590.8 萬 | 0.3% | +10,604+10.9% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 64,840 | $583.3 萬 | 0.3% | +6,611+11.4% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 178,772 | $547.8 萬 | 0.3% | +22,523+14.4% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 51,852 | $534.2 萬 | 0.3% | +5,455+11.8% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 99,617 | $531.7 萬 | 0.3% | +9,591+10.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 58,453 | $527.5 萬 | 0.3% | +27,573+89.3% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 59,083 | $509.0 萬 | 0.3% | +4,316+7.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 82,414 | $451.7 萬 | 0.2% | +19,168+30.3% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 35,264 | $451.4 萬 | 0.2% | +2,855+8.8% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 77,581 | $401.6 萬 | 0.2% | +22,387+40.6% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 16,440 | $398.0 萬 | 0.2% | +1,114+7.3% | 加碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 124,121 | $377.8 萬 | 0.2% | +4,596+3.8% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 35,327 | $372.5 萬 | 0.2% | +35,327 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 39,524 | $339.5 萬 | 0.2% | +8,251+26.4% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 101,161 | $315.0 萬 | 0.2% | +14,331+16.5% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 52,180 | $304.4 萬 | 0.2% | +2,983+6.1% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 65,958 | $297.8 萬 | 0.2% | +16,128+32.4% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 23,047 | $247.2 萬 | 0.1% | +4,483+24.1% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 42,504 | $235.0 萬 | 0.1% | +25,312+147.2% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 19,275 | $202.5 萬 | 0.1% | +3,979+26.0% | 加碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 59,845 | $179.3 萬 | 0.1% | +12,659+26.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 8,894 | $178.5 萬 | 0.1% | +415+4.9% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,130 | $178.1 萬 | 0.1% | +99+0.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,203 | $164.9 萬 | 0.1% | +3,796+13.4% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,801 | $161.4 萬 | 0.1% | +624+10.1% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 17,485 | $153.8 萬 | 0.1% | +4,096+30.6% | 加碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 19,592 | $152.1 萬 | 0.1% | +19,592 | 新進 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 43,480 | $150.0 萬 | 0.1% | +43,480 | 新進 | – |
| iShares Tr464288588 | MBS ETF | 12,772 | $138.2 萬 | 0.1% | +2,936+29.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,891 | $131.4 萬 | 0.1% | −6,120−55.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 51,363 | $119.9 萬 | 0.1% | +6,488+14.5% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 17,893 | $111.8 萬 | 0.1% | +1,250+7.5% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 37,574 | $109.3 萬 | 0.1% | +9,098+31.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 22,411 | $102.6 萬 | 0.1% | +2,771+14.1% | 加碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 32,640 | $98.1 萬 | 0.1% | +2,363+7.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,000 | $91.7 萬 | <0.1% | +219+5.8% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,998 | $86.7 萬 | <0.1% | +1,052+26.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,713 | $83.7 萬 | <0.1% | +658+21.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,848 | $81.7 萬 | <0.1% | +1,292+83.0% | 加碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,869 | $63.1 萬 | <0.1% | −1,668−47.2% | 減碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 12,276 | $61.0 萬 | <0.1% | +6,576+115.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,378 | $51.3 萬 | <0.1% | −128−2.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,578 | $49.2 萬 | <0.1% | +1,877+110.3% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 12,907 | $46.9 萬 | <0.1% | +12,907 | 新進 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 17,158 | $44.7 萬 | <0.1% | +17,158 | 新進 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 10,140 | $40.9 萬 | <0.1% | +10,140 | 新進 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,663 | $36.9 萬 | <0.1% | +4,663 | 新進 | – |
| AAPLApple Inc. | Stock | 2,051 | $35.8 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 4,145 | $28.1 萬 | <0.1% | +4,145 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,772 | $26.7 萬 | <0.1% | +419+17.8% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,538 | $21.0 萬 | <0.1% | +2,538 | 新進 | – |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,277 | $198.7 萬 | 0.1% | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 17,152 | $65.0 萬 | <0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,650 | $54.5 萬 | <0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,417 | $23.6 萬 | <0.1% | – |