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 ESG ADVNCD HY BD 51 $5,636,734 123,959 0.00 0.00 38,358 44.81 12-31-2023
ISHARES TR RUS 1000 ETF 52 $5,577,366 21,580 0.00 0.00 -2,348 -9.81 12-31-2023
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 53 $5,507,163 118,791 0.00 0.00 -905 -0.76 12-31-2023
ISHARES TR MBS ETF 54 $5,214,279 55,424 0.00 0.00 -15,681 -22.05 12-31-2023
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