SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- 最新申報
- 2026/7/7
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 123
- 較 2024 年第 1 季 −4
- 總值
- $26.6 億
- 較 2024 年第 1 季 −$6,537 萬 (−2.4%)
| 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 | 3,609,131 | $4.29 億 | 16.1% | −12,651−0.3% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,800,508 | $2.72 億 | 10.2% | +20,241+0.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,000,749 | $2.14 億 | 8.0% | −4,763−0.2% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,712,452 | $1.68 億 | 6.3% | +134,540+3.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 4,270,583 | $1.44 億 | 5.4% | +57,650+1.4% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 2,040,813 | $1.14 億 | 4.3% | −5,682−0.3% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 641,544 | $1.08 億 | 4.1% | +6,498+1.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,147,510 | $1.03 億 | 3.9% | +31,562+1.0% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,237,169 | $8,955 萬 | 3.4% | −88,110−6.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 782,377 | $8,345 萬 | 3.1% | +3,101+0.4% | 加碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 5,640,243 | $7,925 萬 | 3.0% | +191,637+3.5% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,998,720 | $7,251 萬 | 2.7% | +60,860+3.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,313,149 | $7,002 萬 | 2.6% | +2,633+0.2% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 652,036 | $5,759 萬 | 2.2% | +14,854+2.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 103,459 | $5,662 萬 | 2.1% | −37,863−26.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 69,860 | $3,494 萬 | 1.3% | −3,772−5.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 677,072 | $3,328 萬 | 1.3% | −215,135−24.1% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 491,445 | $3,145 萬 | 1.2% | −770,332−61.1% | 減碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 604,534 | $2,816 萬 | 1.1% | +46,773+8.4% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 409,157 | $2,471 萬 | 0.9% | −34,505−7.8% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 519,067 | $2,419 萬 | 0.9% | +63,436+13.9% | 加碼 | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 371,488 | $1,898 萬 | 0.7% | +32,465+9.6% | 加碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 446,030 | $1,898 萬 | 0.7% | +51,681+13.1% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 496,712 | $1,687 萬 | 0.6% | +7,766+1.6% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 568,341 | $1,493 萬 | 0.6% | −208,680−26.9% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 342,501 | $1,484 萬 | 0.6% | −99,253−22.5% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 393,623 | $1,448 萬 | 0.5% | −26,754−6.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 275,663 | $1,342 萬 | 0.5% | +14,483+5.5% | 加碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 183,724 | $1,239 萬 | 0.5% | +18,627+11.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 152,498 | $1,170 萬 | 0.4% | +3,709+2.5% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 292,665 | $1,127 萬 | 0.4% | +31,779+12.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 123,505 | $989.6 萬 | 0.4% | +97,334+371.9% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 105,312 | $974.6 萬 | 0.4% | +42,466+67.6% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 188,675 | $945.5 萬 | 0.4% | −127,132−40.3% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 186,591 | $922.9 萬 | 0.3% | +6,538+3.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,005 | $910.4 萬 | 0.3% | −3,004−7.3% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 110,289 | $826.0 萬 | 0.3% | +5,438+5.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 131,994 | $798.6 萬 | 0.3% | +51,192+63.4% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 236,642 | $793.5 萬 | 0.3% | +24,102+11.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 166,299 | $780.6 萬 | 0.3% | +10,227+6.6% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 44,815 | $765.3 萬 | 0.3% | +790+1.8% | 加碼 | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 164,627 | $743.6 萬 | 0.3% | +20,981+14.6% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 81,065 | $709.0 萬 | 0.3% | +18,623+29.8% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 32,951 | $706.9 萬 | 0.3% | +1,781+5.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 94,359 | $679.8 萬 | 0.3% | +2,114+2.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 64,692 | $661.8 萬 | 0.2% | +25,175+63.7% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 227,091 | $657.3 萬 | 0.2% | +17,761+8.5% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 183,549 | $590.8 萬 | 0.2% | +20,178+12.4% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 129,030 | $585.8 萬 | 0.2% | +2,878+2.3% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 358,687 | $584.1 萬 | 0.2% | +19,645+5.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 53,375 | $568.5 萬 | 0.2% | −60,679−53.2% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 60,780 | $558.0 萬 | 0.2% | +1,422+2.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 19,083 | $550.8 萬 | 0.2% | −973−4.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 21,928 | $539.6 萬 | 0.2% | −44,657−67.1% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 76,559 | $538.1 萬 | 0.2% | +2,129+2.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 27,165 | $435.8 萬 | 0.2% | +5,290+24.2% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 22,705 | $413.3 萬 | 0.2% | +862+3.9% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 50,548 | $410.8 萬 | 0.2% | +1,457+3.0% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 35,870 | $382.1 萬 | 0.1% | −255−0.7% | 減碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 118,335 | $345.9 萬 | 0.1% | −900−0.8% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 13,743 | $343.0 萬 | 0.1% | +9+0.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 22,662 | $341.1 萬 | 0.1% | −332−1.4% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 113,394 | $338.3 萬 | 0.1% | −9,979−8.1% | 減碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 53,280 | $316.5 萬 | 0.1% | +2,313+4.5% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 30,829 | $282.9 萬 | 0.1% | +2,599+9.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 34,514 | $282.9 萬 | 0.1% | −54,545−61.2% | 減碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 110,006 | $278.7 萬 | 0.1% | +2,856+2.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 46,338 | $271.2 萬 | 0.1% | +1,378+3.1% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 49,769 | $264.0 萬 | 0.1% | −30,411−37.9% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 50,028 | $261.1 萬 | 0.1% | +2,804+5.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 167,779 | $258.9 萬 | 0.1% | +10,368+6.6% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 43,440 | $257.2 萬 | 0.1% | +2,939+7.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,339 | $247.2 萬 | 0.1% | −1,435−11.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,420 | $240.1 萬 | 0.1% | −172−2.6% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 21,340 | $221.6 萬 | 0.1% | +989+4.9% | 加碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 79,572 | $210.5 萬 | 0.1% | −7,060−8.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 95,866 | $194.1 萬 | 0.1% | −3,252−3.3% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 28,766 | $187.0 萬 | 0.1% | +1,798+6.7% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 42,687 | $175.1 萬 | 0.1% | +3,557+9.1% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 84,849 | $172.5 萬 | 0.1% | −3,670−4.1% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 14,057 | $167.7 萬 | 0.1% | −2,504−15.1% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 30,470 | $156.5 萬 | 0.1% | −1,509−4.7% | 減碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 66,829 | $151.8 萬 | 0.1% | +5,811+9.5% | 加碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 23,391 | $146.4 萬 | 0.1% | +13,630+139.6% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,071 | $143.5 萬 | 0.1% | +110+1.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 36,463 | $138.4 萬 | 0.1% | +1,361+3.9% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 35,815 | $127.3 萬 | <0.1% | −21,245−37.2% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 26,862 | $122.5 萬 | <0.1% | +26,862 | 新進 | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 25,492 | $113.1 萬 | <0.1% | +25,492 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,591 | $111.2 萬 | <0.1% | +122+2.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 46,860 | $105.8 萬 | <0.1% | +274+0.6% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 22,765 | $91.6 萬 | <0.1% | +1,399+6.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 14,582 | $84.6 萬 | <0.1% | −21,177−59.2% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 19,425 | $80.7 萬 | <0.1% | −30,533−61.1% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,346 | $76.9 萬 | <0.1% | +1,385+11.6% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 20,853 | $73.9 萬 | <0.1% | +1,784+9.4% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 11,364 | $71.5 萬 | <0.1% | +2,547+28.9% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 15,664 | $66.0 萬 | <0.1% | +115+0.7% | 加碼 | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 11,302 | $62.2 萬 | <0.1% | +832+7.9% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 6,382 | $62.1 萬 | <0.1% | +3,025+90.1% | 加碼 | – |
2024 年第 1 季之後清倉（11 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPDR Series Trust78464A821 | ST STR SP400GRW | 42,289 | $369.1 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 15,834 | $174.3 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 14,727 | $169.2 萬 | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,008 | $150.0 萬 | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,959 | $119.4 萬 | <0.1% | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 21,636 | $92.9 萬 | <0.1% | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 16,293 | $75.8 萬 | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,581 | $27.0 萬 | <0.1% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,410 | $25.2 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,284 | $23.1 萬 | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 10,991 | $23.0 萬 | <0.1% | – |