Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SIGFIG WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 124 | 2,634,026,434 |
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 |