Sigfig Wealth Management is an investment fund managing more than $2.66 trillion ran by Tony Ancelj. There are currently 32 companies in Mr. Ancelj’s portfolio. The largest investments include Ishares Tr and Goldman Sachs Etf Tr, together worth $2 trillion.
As of 2nd August 2024, Sigfig Wealth Management’s top holding is 20,219,337 shares of Ishares Tr currently worth over $1.54 trillion and making up 57.7% of the portfolio value.
In addition, the fund holds 9,418,842 shares of Goldman Sachs Etf Tr worth $461 billion.
The third-largest holding is Vanguard Index Fds worth $166 billion and the next is Invesco Actvely Mngd Etc Fd worth $79.2 billion, with 5,640,243 shares owned.
Currently, Sigfig Wealth Management's portfolio is worth at least $2.66 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Sigfig Wealth Management office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Tony Ancelj serves as the Head of Legal and Chief Compliance Officer at Sigfig Wealth Management.
In the most recent 13F filing, Sigfig Wealth Management revealed that it had opened a new position in
Wisdomtree Tr and bought 26,862 shares worth $1.22 billion.
The investment fund also strengthened its position in Ishares Tr by buying
301,316 additional shares.
This makes their stake in Ishares Tr total 20,219,337 shares worth $1.54 trillion.
On the other hand, there are companies that Sigfig Wealth Management is getting rid of from its portfolio.
Sigfig Wealth Management closed its position in Spdr Ser Tr on 9th August 2024.
It sold the previously owned 42,289 shares for $3.69 billion.
Tony Ancelj also disclosed a decreased stake in Vanguard Tax-managed Fds by 0.2%.
This leaves the value of the investment at $33.3 billion and 677,072 shares.
The two most similar investment funds to Sigfig Wealth Management are Exencial Wealth Advisors and Freestone Capital. They manage $2.66 trillion and $2.65 trillion respectively.
Sigfig Wealth Management’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Miscellaneous — making up 0.1% of
the total portfolio value.
The fund focuses on investments in the United States as
3.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
3% of the total holdings value.
On the other hand, small-cap stocks make up only 3.1% of the portfolio.
The average market cap of the portfolio companies is close to $986 billion.
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
1.51%
20,219,337
|
$1,535,139,986,000 | 57.72% |
| Goldman Sachs Etf Tr |
0.90%
9,418,842
|
$460,513,421,000 | 17.31% |
| Vanguard Index Fds |
0.44%
812,667
|
$166,101,510,000 | 6.25% |
| Invesco Actvely Mngd Etc Fd |
3.52%
5,640,243
|
$79,245,078,000 | 2.98% |
| Ishares Inc |
1.90%
1,593,231
|
$80,524,808,000 | 3.03% |
| Vanguard Tax-managed Fds |
24.11%
677,072
|
$33,275,994,000 | 1.25% |
| Spdr Ser Tr |
34.81%
1,804,839
|
$87,286,843,000 | 3.28% |
| Dbx Etf Tr |
9.56%
392,341
|
$19,722,448,000 | 0.74% |
| Spdr Index Shs Fds |
2.09%
890,335
|
$31,348,940,000 | 1.18% |
| Vanguard Intl Equity Index F |
22.47%
342,501
|
$14,837,244,000 | 0.56% |
| Vanguard Charlotte Fds |
5.55%
275,663
|
$13,416,530,000 | 0.50% |
| Vanguard Bd Index Fds |
3.19%
433,705
|
$32,135,567,000 | 1.21% |
| Vanguard Mun Bd Fds |
40.26%
188,675
|
$9,454,504,000 | 0.36% |
| Schwab Strategic Tr |
11.75%
1,196,217
|
$38,804,682,000 | 1.46% |
| Blackrock Etf Trust |
5.98%
231,163
|
$11,490,073,000 | 0.43% |
| Invesco Exch Traded Fd Tr Ii |
8.07%
344,710
|
$11,620,019,000 | 0.44% |
| Vanguard Scottsdale Fds |
37.00%
200,054
|
$14,928,520,000 | 0.56% |
| Spdr Ser Tr |
Closed
42,289
|
$3,691,424,000 | |
| Fidelity Covington Trust |
2.67%
110,006
|
$2,787,438,000 | 0.10% |
| Blackrock Etf Trust Ii |
5.94%
50,028
|
$2,611,436,000 | 0.10% |
| John Hancock Exchange Traded |
7.40%
82,935
|
$3,815,064,000 | 0.14% |
| Invesco Exchange Traded Fd T |
Closed
30,561
|
$3,434,084,000 | |
| Abrdn Etfs |
4.15%
84,849
|
$1,724,971,000 | 0.06% |
| Ishares Tr |
Closed
49,594
|
$4,145,933,000 | |
| Invesco Exchange Traded Fd T |
3.88%
36,463
|
$1,383,760,000 | 0.05% |
| Wisdomtree Tr |
Opened
26,862
|
$1,224,639,000 | 0.05% |
| Ishares Tr |
Opened
29,533
|
$1,574,086,000 | 0.06% |
| VanEck ETF Trust |
Closed
16,293
|
$757,787,000 | |
| Vanguard Whitehall Fds |
23.62%
19,915
|
$1,521,973,000 | 0.06% |
| Spdr Ser Tr |
Opened
38,381
|
$917,481,000 | 0.03% |
| Spdr S&p 500 Etf Tr |
58.76%
1,019
|
$554,560,000 | 0.02% |
| J P Morgan Exchange Traded F |
66.43%
9,886
|
$501,665,000 | 0.02% |
| Apple Inc |
No change
2,080
|
$400,852,000 | 0.02% |
| Nushares Etf Tr |
8.18%
8,463
|
$332,932,000 | 0.01% |
| Blackrock Etf Trust Ii |
Opened
4,571
|
$237,418,000 | 0.01% |
| Invesco Exch Trd Slf Idx Fd |
Closed
22,275
|
$461,013,000 | |
| Invesco Exch Trd Slf Idx Fd |
12.37%
10,125
|
$194,147,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 37 holdings | |||