SigFig Wealth Management Reveals Q4 2022 vs. Q1 2023 13F Holdings Comparison

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.