SigFig Wealth Management, LLC Buys iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, Vanguard S&P 500

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May 05, 2020
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Investment company SigFig Wealth Management, LLC (Current Portfolio) buys iShares Core S&P Mid-Cap, iShares Core S&P Small-Cap, Vanguard S&P 500, iShares Russell 1000, Vanguard Total International Bond ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, SigFig Wealth Management, LLC. As of 2020Q1, SigFig Wealth Management, LLC owns 47 stocks with a total value of $595 million. These are the details of the buys and sells.

For the details of SigFig Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sigfig+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of SigFig Wealth Management, LLC
  1. iShares Core U.S. Aggregate Bond (AGG) - 1,320,370 shares, 25.59% of the total portfolio. Shares added by 1.42%
  2. iShares Core S&P 500 (IVV) - 330,958 shares, 14.37% of the total portfolio. Shares added by 11.01%
  3. iShares Core S&P Mid-Cap (IJH) - 396,781 shares, 9.59% of the total portfolio. Shares added by 24.63%
  4. iShares Core S&P Small-Cap (IJR) - 863,194 shares, 8.14% of the total portfolio. Shares added by 29.66%
  5. Xtrackers USD High Yield Corporate Bond (HYLB) - 614,831 shares, 4.55% of the total portfolio. Shares added by 8.64%
New Purchase: Vanguard Mortgage-Backed Securities ETF (VMBS)

SigFig Wealth Management, LLC initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $51.4 and $54.6, with an estimated average price of $53.46. The stock is now traded at around $54.56. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,469 shares as of .

New Purchase: Vanguard Long-Term Bond (BLV)

SigFig Wealth Management, LLC initiated holding in Vanguard Long-Term Bond. The purchase prices were between $90.81 and $113.57, with an estimated average price of $103.35. The stock is now traded at around $108.88. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,816 shares as of .

New Purchase: Vanguard Intermediate-Term Bond (BIV)

SigFig Wealth Management, LLC initiated holding in Vanguard Intermediate-Term Bond. The purchase prices were between $83.42 and $91.83, with an estimated average price of $88.16. The stock is now traded at around $91.11. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,735 shares as of .

New Purchase: Vanguard Extended Market (VXF)

SigFig Wealth Management, LLC initiated holding in Vanguard Extended Market. The purchase prices were between $77.36 and $132.73, with an estimated average price of $117.49. The stock is now traded at around $104.17. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,284 shares as of .

New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

SigFig Wealth Management, LLC initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $50.15 and $59.86, with an estimated average price of $57.27. The stock is now traded at around $57.63. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,559 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

SigFig Wealth Management, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.22. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,937 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

SigFig Wealth Management, LLC added to a holding in iShares Core S&P Mid-Cap by 24.63%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $162.21. The impact to a portfolio due to this purchase was 1.9%. The holding were 396,781 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

SigFig Wealth Management, LLC added to a holding in iShares Core S&P Small-Cap by 29.66%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $61.56. The impact to a portfolio due to this purchase was 1.86%. The holding were 863,194 shares as of .

Added: Vanguard S&P 500 (VOO)

SigFig Wealth Management, LLC added to a holding in Vanguard S&P 500 by 278.47%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $265.59. The impact to a portfolio due to this purchase was 0.21%. The holding were 6,979 shares as of .

Added: iShares Russell 1000 (IWB)

SigFig Wealth Management, LLC added to a holding in iShares Russell 1000 by 41.00%. The purchase prices were between $122.31 and $187.02, with an estimated average price of $168.18. The stock is now traded at around $159.44. The impact to a portfolio due to this purchase was 0.13%. The holding were 18,228 shares as of .

Added: Vanguard Total International Bond ETF (BNDX)

SigFig Wealth Management, LLC added to a holding in Vanguard Total International Bond ETF by 270.29%. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $57.27. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,782 shares as of .

Added: Vanguard Short-Term Bond (BSV)

SigFig Wealth Management, LLC added to a holding in Vanguard Short-Term Bond by 262.28%. The purchase prices were between $78.4 and $82.23, with an estimated average price of $80.79. The stock is now traded at around $82.58. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,202 shares as of .



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