Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SIGFIG WEALTH MANAGEMENT LLC 02-08-2024 12-31-2023 124 2,634,026,434
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P TTL STK 1 $381,297,353 3,623,628 0.01 3,623,628 +Inf 12-31-2023
ISHARES TR CORE US AGGBD ET 2 $272,020,004 2,744,117 0.01 0.01 98,402 3.72 12-31-2023
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 3 $186,829,396 1,991,576 0.01 0.01 23,114 1.17 12-31-2023
ISHARES TR CORE TOTAL USD 4 $154,631,440 3,356,451 0.01 0.01 138,137 4.29 12-31-2023
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