SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- 最新申報
- 2026/7/7
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/11 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 95
- 較 2022 年第 1 季 +9
- 總值
- $19.3 億
- 較 2022 年第 1 季 −$1.51 億 (−7.3%)
| 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 | 3,832,791 | $3.21 億 | 16.6% | +317,371+9.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,203,524 | $2.25 億 | 11.7% | +38,968+1.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,910,508 | $1.43 億 | 7.4% | −6630.0% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,744,869 | $1.27 億 | 6.6% | −104,785−3.7% | 減碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 3,637,323 | $1.01 億 | 5.2% | +175,065+5.1% | 加碼 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,200,998 | $9,523 萬 | 4.9% | +233,082+7.9% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 605,910 | $8,064 萬 | 4.2% | −250,112−29.2% | 減碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 1,982,287 | $7,513 萬 | 3.9% | −17,100−0.9% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,417,117 | $7,080 萬 | 3.7% | +69,084+5.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 717,055 | $6,634 萬 | 3.4% | +287,907+67.1% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 760,428 | $6,591 萬 | 3.4% | +625,739+464.6% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 963,929 | $5,927 萬 | 3.1% | +46,816+5.1% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,654,805 | $5,729 萬 | 3.0% | +1,654,805 | 新進 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 676,456 | $3,625 萬 | 1.9% | −13,835−2.0% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,397,115 | $2,521 萬 | 1.3% | +1,397,115 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 58,814 | $2,478 萬 | 1.3% | +3,576+6.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 476,826 | $2,241 萬 | 1.2% | +27,002+6.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 554,284 | $2,169 萬 | 1.1% | −5,687−1.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 643,913 | $2,164 萬 | 1.1% | −7,377−1.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 59,766 | $2,076 萬 | 1.1% | +9,668+19.3% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 628,690 | $1,765 萬 | 0.9% | −25,895−4.0% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 136,110 | $1,530 萬 | 0.8% | −2,592−1.9% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 234,221 | $1,267 萬 | 0.7% | +1,662+0.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 283,520 | $1,266 萬 | 0.7% | +21,982+8.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 234,888 | $1,240 萬 | 0.6% | −20,203−7.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 49,912 | $1,116 萬 | 0.6% | −1,367−2.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 136,823 | $1,087 萬 | 0.6% | +863+0.6% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 63,201 | $832.3 萬 | 0.4% | +13,545+27.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 98,709 | $810.4 萬 | 0.4% | −3,742−3.7% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 219,056 | $793.8 萬 | 0.4% | −18,704−7.9% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 267,339 | $769.7 萬 | 0.4% | −30,690−10.3% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 307,615 | $713.9 萬 | 0.4% | +25,879+9.2% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 68,099 | $649.1 萬 | 0.3% | +739+1.1% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 116,800 | $617.8 萬 | 0.3% | +812+0.7% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 112,556 | $586.9 萬 | 0.3% | +5,717+5.4% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 125,620 | $577.5 萬 | 0.3% | −15,163−10.8% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 114,316 | $572.9 萬 | 0.3% | +19,829+21.0% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 187,673 | $561.7 萬 | 0.3% | −10,422−5.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,919 | $517.1 萬 | 0.3% | +4,656+17.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 65,124 | $505.4 萬 | 0.3% | +16,201+33.1% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 59,379 | $499.7 萬 | 0.3% | −935−1.6% | 減碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 56,385 | $425.9 萬 | 0.2% | +56,385 | 新進 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 84,170 | $389.7 萬 | 0.2% | −9,876−10.5% | 減碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 81,615 | $383.6 萬 | 0.2% | +33,005+67.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,122 | $373.9 萬 | 0.2% | −1,032−6.4% | 減碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 115,229 | $356.2 萬 | 0.2% | +398+0.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 155,130 | $342.8 萬 | 0.2% | −2,516,935−94.2% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 116,374 | $335.1 萬 | 0.2% | −2,934−2.5% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 18,445 | $317.9 萬 | 0.2% | +7,768+72.8% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 84,885 | $311.2 萬 | 0.2% | +37,286+78.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 167,097 | $303.6 萬 | 0.2% | +30,988+22.8% | 加碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 125,771 | $295.9 萬 | 0.2% | +18,214+16.9% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 44,757 | $280.7 萬 | 0.1% | −2,267−4.8% | 減碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 44,608 | $252.4 萬 | 0.1% | +44,608 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,060 | $228.3 萬 | 0.1% | −3,491−25.8% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,803 | $200.8 萬 | 0.1% | +670+10.9% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,993 | $200.8 萬 | 0.1% | +3,918+55.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 18,254 | $193.6 萬 | 0.1% | +940+5.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 11,953 | $177.2 萬 | 0.1% | −4,938−29.2% | 減碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 18,637 | $175.2 萬 | 0.1% | −34,156−64.7% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 44,716 | $173.0 萬 | 0.1% | +18,650+71.5% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 39,566 | $170.3 萬 | 0.1% | +2,359+6.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,179 | $170.1 萬 | 0.1% | −681−1.8% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,784 | $165.3 萬 | 0.1% | +3,115+22.8% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 32,827 | $160.7 萬 | 0.1% | +32,827 | 新進 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 24,053 | $139.6 萬 | 0.1% | +11,008+84.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,510 | $139.4 萬 | 0.1% | +1,181+14.2% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 10,841 | $137.1 萬 | 0.1% | +3,540+48.5% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 41,108 | $131.6 萬 | 0.1% | −28,419−40.9% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,189 | $123.7 萬 | 0.1% | +13,189 | 新進 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 10,175 | $121.2 萬 | 0.1% | +2,497+32.5% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 19,043 | $116.7 萬 | 0.1% | +19,043 | 新進 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 19,899 | $115.6 萬 | 0.1% | −17,143−46.3% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 16,954 | $109.5 萬 | 0.1% | −3,005−15.1% | 減碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 15,029 | $109.3 萬 | 0.1% | +11,357+309.3% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,361 | $91.1 萬 | <0.1% | +1,656+19.0% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 12,275 | $90.8 萬 | <0.1% | −10,593−46.3% | 減碼 | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 25,740 | $89.9 萬 | <0.1% | +25,740 | 新進 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 39,217 | $89.1 萬 | <0.1% | −7,142−15.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,579 | $77.5 萬 | <0.1% | +469+11.4% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 19,934 | $72.6 萬 | <0.1% | +19,934 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,641 | $71.7 萬 | <0.1% | −934−20.4% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 13,323 | $68.9 萬 | <0.1% | +3,347+33.6% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 20,889 | $53.2 萬 | <0.1% | +12,641+153.3% | 加碼 | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 11,031 | $48.1 萬 | <0.1% | +11,031 | 新進 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 9,769 | $42.4 萬 | <0.1% | +9,769 | 新進 | – |
| AAPLApple Inc. | Stock | 2,047 | $36.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,435 | $36.5 萬 | <0.1% | +622+22.1% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 9,602 | $32.4 萬 | <0.1% | −1,956,471−99.5% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 23,143 | $32.3 萬 | <0.1% | +8,432+57.3% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,984 | $31.0 萬 | <0.1% | +13+0.4% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 9,566 | $26.0 萬 | <0.1% | +9,566 | 新進 | – |
| John Hancock Exchange Traded47804J859 | MULTI INTL ETF | 7,861 | $24.2 萬 | <0.1% | +7,861 | 新進 | – |
| John Hancock Exchange Traded47804J834 | MULTFCTR EMRNG | 8,884 | $23.8 萬 | <0.1% | +8,884 | 新進 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 4,424 | $22.1 萬 | <0.1% | +4,424 | 新進 | – |
2022 年第 1 季之後清倉（6 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 97,867 | $759.1 萬 | 0.4% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 10,649 | $198.8 萬 | 0.1% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 20,207 | $160.0 萬 | 0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 205,778 | $134.6 萬 | 0.1% | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 70,865 | $119.0 萬 | 0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 2,190 | – | – | – |