SigFig Wealth Management, LLC 13F 持仓 · 2026年Q3
SigFig Wealth Management 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 150 只证券,申报市值合计 40.05 亿美元。前几大持仓:ITOT(16.60%)、AGG(11.08%)、GSLC(7.18%)。本季前 25 大持仓中:新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $664.9M | 16.60% | 4.0M | 减持 |
| 2 | AGG | ISHARES TR | $443.9M | 11.08% | 4.7M | 增持 |
| 3 | GSLC | GOLDMAN SACHS ETF TR | $287.6M | 7.18% | 2.0M | 减持 |
| 4 | IUSB | ISHARES TR | $266.8M | 6.66% | 6.1M | 增持 |
| 5 | GSIE | GOLDMAN SACHS ETF TR | $235.1M | 5.87% | 5.1M | 增持 |
| 6 | LRGF | ISHARES TR | $222.7M | 5.56% | 2.9M | 减持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $205.1M | 5.12% | 6.8M | 增持 |
| 8 | GEM | GOLDMAN SACHS ETF TR | $167.3M | 4.18% | 3.3M | 减持 |
| 9 | VO | VANGUARD INDEX FDS | $133.3M | 3.33% | 1.7M | 减持 |
| 10 | IEFA | ISHARES TR | $128.8M | 3.22% | 1.3M | 增持 |
| 11 | PDBC | INVESCO ACTVELY MNGD ETC FD | $128.8M | 3.22% | 6.7M | 减持 |
| 12 | USHY | ISHARES TR | $125.4M | 3.13% | 3.5M | 增持 |
| 13 | IEMG | ISHARES INC | $112.9M | 2.82% | 1.4M | 减持 |
| 14 | EMB | ISHARES TR | $91.6M | 2.29% | 1.0M | 增持 |
| 15 | IBIT | ISHARES BITCOIN TRUST ETF | $73.9M | 1.85% | 1.6M | 新建仓 |
| 16 | IVV | ISHARES TR | $73.5M | 1.84% | 96,036 | 增持 |
| 17 | IJR | ISHARES TR | $56.1M | 1.40% | 412,256 | 增持 |
| 18 | VOO | VANGUARD INDEX FDS | $45.2M | 1.13% | 64,535 | 增持 |
| 19 | SPDW | SPDR INDEX SHS FDS | $40.4M | 1.01% | 804,423 | 增持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $33.5M | 0.84% | 474,485 | 减持 |
| 21 | SPTM | SPDR SERIES TRUST | $25.0M | 0.62% | 271,829 | 减持 |
| 22 | SMMD | ISHARES TR | $17.0M | 0.43% | 199,162 | 增持 |
| 23 | SPAB | SPDR SERIES TRUST | $16.0M | 0.40% | 656,390 | 增持 |
| 24 | SCHB | SCHWAB STRATEGIC TR | $15.3M | 0.38% | 521,799 | 减持 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | $14.7M | 0.37% | 314,013 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR