SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- 最新申報
- 2026/7/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/27 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 105
- 較 2023 年第 1 季 +8
- 總值
- $25.8 億
- 較 2023 年第 1 季 +$7.65 億 (+42.2%)
| 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 | 3,704,935 | $3.59 億 | 13.9% | +3,704,935 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,645,715 | $2.59 億 | 10.0% | +81,266+3.2% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,968,462 | $1.70 億 | 6.6% | +17,485+0.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,218,314 | $1.46 億 | 5.7% | +83,879+2.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,406,663 | $1.24 億 | 4.8% | +2,406,663 | 新進 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 3,921,493 | $1.21 億 | 4.7% | +17,792+0.5% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 638,768 | $9,441 萬 | 3.7% | +7,584+1.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 211,662 | $9,320 萬 | 3.6% | +211,662 | 新進 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 2,054,665 | $9,053 萬 | 3.5% | +26,489+1.3% | 加碼 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 2,891,433 | $8,596 萬 | 3.3% | +29,679+1.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,189,007 | $7,950 萬 | 3.1% | −32,987−2.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 787,087 | $7,836 萬 | 3.0% | +787,087 | 新進 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 849,960 | $7,282 萬 | 2.8% | +26,591+3.2% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,387,386 | $6,740 萬 | 2.6% | +2200.0% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,774,680 | $6,231 萬 | 2.4% | +69,641+4.1% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,565,151 | $6,163 萬 | 2.4% | +191,859+4.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,256,401 | $5,757 萬 | 2.2% | −2,428−0.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 91,678 | $3,690 萬 | 1.4% | +91,678 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 1,288,951 | $3,447 萬 | 1.3% | −119,712−8.5% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 549,427 | $3,022 萬 | 1.2% | +549,427 | 新進 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 137,235 | $2,736 萬 | 1.1% | −16,625−10.8% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 565,095 | $2,336 萬 | 0.9% | −5,838−1.0% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 215,991 | $2,307 萬 | 0.9% | −50,191−18.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 454,463 | $2,279 萬 | 0.9% | +43,930+10.7% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 570,149 | $1,862 萬 | 0.7% | −28,480−4.8% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 517,801 | $1,823 萬 | 0.7% | −14,279−2.7% | 減碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 387,557 | $1,379 萬 | 0.5% | +63,636+19.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 57,293 | $1,290 萬 | 0.5% | +870+1.5% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 273,040 | $1,286 萬 | 0.5% | +51,942+23.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 238,739 | $1,165 萬 | 0.5% | +6,011+2.6% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 215,081 | $1,124 萬 | 0.4% | −2,977−1.4% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,996 | $1,057 萬 | 0.4% | +2,924+2.1% | 加碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 225,922 | $959.7 萬 | 0.4% | +41,402+22.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 165,784 | $956.9 萬 | 0.4% | +14,450+9.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 119,820 | $903.4 萬 | 0.4% | +5,573+4.9% | 加碼 | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 214,341 | $861.4 萬 | 0.3% | +38,800+22.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 166,163 | $841.3 萬 | 0.3% | −13,975−7.8% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 58,201 | $776.4 萬 | 0.3% | +3,003+5.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 212,219 | $735.7 萬 | 0.3% | +357+0.2% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 97,336 | $730.8 萬 | 0.3% | +273+0.3% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 44,271 | $691.6 萬 | 0.3% | +1,717+4.0% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 279,893 | $680.1 萬 | 0.3% | +3,538+1.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 72,099 | $678.4 萬 | 0.3% | +3,047+4.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 71,105 | $661.7 萬 | 0.3% | +3,098+4.6% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 184,065 | $651.0 萬 | 0.3% | +35,075+23.5% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 42,402 | $634.7 萬 | 0.2% | +1,559+3.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 131,975 | $609.9 萬 | 0.2% | −805−0.6% | 減碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 101,158 | $606.8 萬 | 0.2% | +15,184+17.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 255,956 | $585.4 萬 | 0.2% | +6,103+2.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 79,104 | $582.5 萬 | 0.2% | −3,162−3.8% | 減碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 119,696 | $548.6 萬 | 0.2% | +2,693+2.3% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 23,928 | $546.1 萬 | 0.2% | −440−1.8% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 168,195 | $528.0 萬 | 0.2% | +26,413+18.6% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 68,323 | $506.5 萬 | 0.2% | +1,990+3.0% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 155,191 | $477.1 萬 | 0.2% | −7,405−4.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 48,605 | $468.2 萬 | 0.2% | −2,638−5.1% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 89,401 | $433.2 萬 | 0.2% | +2,353+2.7% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 53,451 | $430.3 萬 | 0.2% | +958+1.8% | 加碼 | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 85,601 | $376.3 萬 | 0.1% | +17,955+26.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,201 | $359.9 萬 | 0.1% | −648−3.4% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 32,082 | $353.4 萬 | 0.1% | −5,829−15.4% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 32,600 | $349.9 萬 | 0.1% | +1,201+3.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,169 | $343.9 萬 | 0.1% | −818−4.5% | 減碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 126,267 | $334.5 萬 | 0.1% | −3,389−2.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 84,190 | $326.9 萬 | 0.1% | +84,190 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 152,340 | $314.3 萬 | 0.1% | −3,690−2.4% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 102,724 | $290.6 萬 | 0.1% | −9,942−8.8% | 減碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 114,494 | $286.4 萬 | 0.1% | +1,843+1.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 33,892 | $242.9 萬 | 0.1% | −1,515−4.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,314 | $242.1 萬 | 0.1% | +9,314 | 新進 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 39,392 | $231.3 萬 | 0.1% | −846−2.1% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 29,960 | $220.4 萬 | 0.1% | +1,881+6.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,719 | $206.8 萬 | 0.1% | +4,719 | 新進 | 歷史 |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 102,985 | $205.2 萬 | 0.1% | +4,308+4.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 48,404 | $199.1 萬 | 0.1% | +712+1.5% | 加碼 | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 42,600 | $195.9 萬 | 0.1% | −3,474−7.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,813 | $190.0 萬 | 0.1% | −407−5.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 94,630 | $175.0 萬 | 0.1% | −7,251−7.1% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 19,238 | $160.0 萬 | 0.1% | +40+0.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,289 | $159.1 萬 | 0.1% | −76−0.7% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,757 | $158.8 萬 | 0.1% | −110.0% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 14,128 | $155.2 萬 | 0.1% | +572+4.2% | 加碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 30,948 | $149.3 萬 | 0.1% | +214+0.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 8,550 | $138.7 萬 | 0.1% | −627−6.8% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 53,613 | $121.2 萬 | <0.1% | +569+1.1% | 加碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 22,171 | $120.4 萬 | <0.1% | +1,647+8.0% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 18,713 | $115.7 萬 | <0.1% | −1,446−7.2% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 19,303 | $114.1 萬 | <0.1% | −27,699−58.9% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,096 | $113.6 萬 | <0.1% | +184+3.1% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 14,048 | $101.2 萬 | <0.1% | +516+3.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,243 | $92.5 萬 | <0.1% | +36+0.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 34,432 | $71.4 萬 | <0.1% | −452−1.3% | 減碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 19,602 | $67.3 萬 | <0.1% | −328−1.6% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,647 | $65.3 萬 | <0.1% | −886−5.1% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,538 | $64.1 萬 | <0.1% | −312−3.5% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 23,383 | $58.9 萬 | <0.1% | +184+0.8% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 15,075 | $58.6 萬 | <0.1% | +887+6.3% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,472 | $46.5 萬 | <0.1% | +657+17.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 2,467 | $44.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,928 | $40.5 萬 | <0.1% | −282−3.4% | 減碼 | – |
2023 年第 1 季之後清倉（1 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 2,421 | $26.5 萬 | <0.1% | – |