SigFig Wealth Management Reveals Q4 2022 vs. Q1 2023 13F Holdings Comparison
Ava Hoppe | 6 May, 2023
SigFig Wealth Management, LLC recently released its Q4 2022 and Q1 2023 13F holdings comparison data, revealing several interesting changes in holdings of the fund. SigFig, a technology-enabled investment advisor, offers a range of financial services, including wealth management and portfolio analysis.
According to the data, there was an 11.4% increase in the shares of iShares TR (AGG) held by the fund, with Q4 2022 shares at 2,348,296 and Q1 2023 shares at 2,564,449. The value also increased significantly, with Q4 2022 value at $229,291,000 and Q1 2023 value at $255,488,000.
Similarly, the shares of Goldman Sachs ETF TR (GSLC) and iShares TR (IUSB) also increased by 7.7% and 8.7%, respectively. On the other hand, there was a 1.5% decrease in the shares of Invesco Actvely Mngd Etc Fd (PDBC) held by the fund.
The data also revealed significant percentage increases in the shares of Vanguard Tax-Managed Fds (VEA), Spdr Ser Tr (SPAB), and Vanguard Scottsdale Fds (VGSH), with 145.7%, 116.8%, and 3048.1% increases respectively. The shares of iShares TR (ESGU) also experienced a significant percentage increase of 71.6%.
In contrast, the shares of iShares TR (GOVT) decreased by 22.7%, while the shares of iShares TR (EFV) and Vanguard Bd Index Fds (BLV) also registered notable percentage decreases of 31.5% and 19.4% respectively.
Looking at the overall trends in the fund's holdings, it appears that the fund has been focusing on increasing its positions in fixed-income securities. The fund also seems to be bullish on ETFs, with significant increases in holdings of several ETFs, as seen in the data.
In conclusion, the recent Q4 2022 vs. Q1 2023 13F holdings comparison released by SigFig Wealth Management, LLC reveals interesting changes in the fund's holdings. However, it is worth noting that this data is just a snapshot in time and may not be reflective of the fund's overall investment strategy. As always, investors should conduct their due diligence and consult with a financial advisor before making any investment decisions.
Other Posts
- Trust Co Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Mike Welch Takes the Helm as CEO of Captify: Leading Search Intelligence Platform Enters Exciting New Phase
- Navigating the Winds of Change: G&S Capital LLC's Investment Strategy Evolution from Q4 2023 to Q1 2024
- Welch Group, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Comparing Pomelo Capital LLC 13F Holdings in Q2 and Q3 2018
- Presidio Investors Welcomes Javier Saade as New Operating Partner
- Samson Capital Management, LLC Q1 2019 vs. Q2 2019: A Deep Dive into the Changes in Fund Holdings
- O'Brien Wealth Partners LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Insights into Fiera Capital's Q3-Q4 2022 13F holdings report: Changes in positions, growth focus, and investment strategy.
- The Rise and Fall: Luxor Capital Group, LP Q3 2022 vs. Q4 2022 13F Holdings Comparison