SigFig Wealth Management
SAN FRANCISCO, CAfiles as SigFig Wealth Management, LLC
$3.8bn in 142 US stocks at the end of 30 June 2026. The top 10 are 71.2% of the money. It changed about 3.3% of the portfolio this quarter.
Value
$3.8bn
Stocks
142
Top 10 share
71.2%
Turnover
3.3%
What changed this quarter
New
Bought for the first time this quarter.
- Blackrock ETF TrustIALT0.1% of the fund
- Blackrock ETF TrustCORO0.1% of the fund
- Blackrock ETF Trust IIGGOV<0.1% of the fund
- Spdr Series TrustSPSM<0.1% of the fund
- Ishares TRSUSB<0.1% of the fund
- Ishares TRSTIP<0.1% of the fund
- John Hancock Exchange TradedJHHY<0.1% of the fund
- Ishares TRICLN<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRAGG11.2% of the fund+4%
- Ishares TRIUSB6.8% of the fund+5%
- Goldman Sachs ETF TRGSIE6.0% of the fund+2%
- Vanguard Index FDSVO5.4% of the fund+2%
- Ishares TRUSHY3.1% of the fund+4%
- Invesco Actvely Mngd ETC FDPDBC2.9% of the fund+3%
- Ishares TREMB2.4% of the fund+3%
- Ishares TRIVV1.9% of the fund+22%
- Schwab Strategic TRSCHX1.6% of the fund+14%
- Spdr Index SHS FDSSPDW1.0% of the fund+6%
- Ishares TRSMMD0.4% of the fund+13%
- Spdr Series TrustSPAB0.4% of the fund+9%
- Spdr Series TrustSPYG0.3% of the fund+65%
- Schwab Strategic TRSCHZ0.3% of the fund+3%
- Vanguard BD Index FDSBIV0.3% of the fund+4%
- Ishares TRGOVT0.2% of the fund+10%
- Ishares TRMBB0.2% of the fund+10%
- Spdr Series TrustSPHY0.2% of the fund+20%
- Ishares TREFG0.2% of the fund+5%
- Blackrock ETF TrustBLCR0.1% of the fund+12%
- Invesco Exch Traded FD TR IIPCY0.1% of the fund+4%
- Vanguard MUN BD FDSVTEB0.1% of the fund+17%
- Blackrock ETF TrustIDEF<0.1% of the fund+20%
- Vanguard Scottsdale FDSVGIT<0.1% of the fund+71%
- Spdr Series TrustHYMB<0.1% of the fund+18%
Cut
Sold some of their stake.
- IsharesIEMG3.0% of the fund-3%
- Ishares TRIJR1.6% of the fund-7%
- Spdr Series TrustSPTM0.7% of the fund-2%
- Ishares TRIVW0.3% of the fund-3%
- Ishares TRIVE0.3% of the fund-20%
- Ishares TRIWB0.2% of the fund-6%
- Blackrock ETF TrustBAI0.2% of the fund-23%
- Ishares TRTLH0.1% of the fund-19%
- Ishares TRINTF0.1% of the fund-3%
- Ishares TRMTUM0.1% of the fund-25%
- Vanguard Index FDSVV0.1% of the fund-5%
- Ishares TRIJH0.1% of the fund-5%
- Blackrock ETF TrustLCTU<0.1% of the fund-4%
- Ishares TRESGU<0.1% of the fund-2%
- Ishares TREFV<0.1% of the fund-60%
- Ishares TRTIP<0.1% of the fund-3%
- Blackrock ETF TrustTHRO<0.1% of the fund-38%
- Invesco Exch Traded FD TR IIPXH<0.1% of the fund-6%
- Invesco Exchange Traded FD TPRF<0.1% of the fund-6%
- Ishares TRDSI<0.1% of the fund-2%
- Ishares TRUSXF<0.1% of the fund-5%
- Ishares TRIWR<0.1% of the fund-4%
- Blackrock ETF Trust IIBINC<0.1% of the fund-51%
- Ishares TRIJS<0.1% of the fund-5%
- Vanguard Index FDSVB<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Ishares TRIWX-100%
- Pacer FDS TRCOWZ-100%
- Ishares TRICVT-100%
- Ishares TRQLTA-100%
- First TR Exchange Trad FD VIFTGC-100%
Holdings
- Ishares TRITOT
- Share
- 17.6%
- Value
- $664m
- Shares
- 4,070,270
Held
- Ishares TRAGG
- Share
- 11.2%
- Value
- $423m
- Shares
- 4,261,394
+4%
- Goldman Sachs ETF TRGSLC
- Share
- 7.5%
- Value
- $282m
- Shares
- 1,998,523
Held
- Ishares TRIUSB
- Share
- 6.8%
- Value
- $255m
- Shares
- 5,503,503
+5%
- Goldman Sachs ETF TRGSIE
- Share
- 6.0%
- Value
- $227m
- Shares
- 4,972,665
+2%
- Ishares TRLRGF
- Share
- 5.8%
- Value
- $220m
- Shares
- 2,927,890
Held
- Vanguard Index FDSVO
- Share
- 5.4%
- Value
- $202m
- Shares
- 2,511,036
+2%
- Goldman Sachs ETF TRGEM
- Share
- 4.6%
- Value
- $173m
- Shares
- 3,357,316
Held
- Ishares TRIEFA
- Share
- 3.3%
- Value
- $124m
- Shares
- 1,283,865
Held
- Ishares TRUSHY
- Share
- 3.1%
- Value
- $119m
- Shares
- 3,203,583
+4%
- IsharesIEMG
- Share
- 3.0%
- Value
- $114m
- Shares
- 1,393,406
-3%
- Invesco Actvely Mngd ETC FDPDBC
- Share
- 2.9%
- Value
- $110m
- Shares
- 6,921,377
+3%
- Ishares TREMB
- Share
- 2.4%
- Value
- $91m
- Shares
- 937,805
+3%
- Ishares TRIVV
- Share
- 1.9%
- Value
- $70m
- Shares
- 94,718
+22%
- Schwab Strategic TRSCHX
- Share
- 1.6%
- Value
- $61m
- Shares
- 2,091,615
+14%
- Ishares TRIJR
- Share
- 1.6%
- Value
- $60m
- Shares
- 403,881
-7%
- Vanguard Index FDSVOO
- Share
- 1.2%
- Value
- $44m
- Shares
- 64,400
Held
- Spdr Index SHS FDSSPDW
- Share
- 1.0%
- Value
- $38m
- Shares
- 756,494
+6%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.9%
- Value
- $34m
- Shares
- 476,632
Held
- Spdr Series TrustSPTM
- Share
- 0.7%
- Value
- $25m
- Shares
- 281,572
-2%
- Ishares TRSMMD
- Share
- 0.4%
- Value
- $16m
- Shares
- 176,920
+13%
- Spdr Series TrustSPAB
- Share
- 0.4%
- Value
- $16m
- Shares
- 620,079
+9%
- Vanguard Charlotte FDSBNDX
- Share
- 0.4%
- Value
- $15m
- Shares
- 310,749
Held
- Schwab Strategic TRSCHB
- Share
- 0.4%
- Value
- $15m
- Shares
- 523,931
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $15m
- Shares
- 252,981
Held
- Spdr Index SHS FDSSPEM
- Share
- 0.4%
- Value
- $14m
- Shares
- 281,548
Held
- Vanguard BD Index FDSBSV
- Share
- 0.4%
- Value
- $14m
- Shares
- 183,517
Held
- Spdr Series TrustSPYG
- Share
- 0.3%
- Value
- $13m
- Shares
- 110,263
+65%
- Schwab Strategic TRSCHF
- Share
- 0.3%
- Value
- $13m
- Shares
- 456,464
Held
- Schwab Strategic TRSCHE
- Share
- 0.3%
- Value
- $12m
- Shares
- 326,107
Held
- Ishares TRIVW
- Share
- 0.3%
- Value
- $11m
- Shares
- 84,432
-3%
- Blackrock ETF TrustDYNF
- Share
- 0.3%
- Value
- $11m
- Shares
- 168,621
Held
- Schwab Strategic TRSCHZ
- Share
- 0.3%
- Value
- $11m
- Shares
- 482,157
+3%
- Vanguard BD Index FDSBIV
- Share
- 0.3%
- Value
- $10m
- Shares
- 130,756
+4%
- Ishares TRIVE
- Share
- 0.3%
- Value
- $10m
- Shares
- 42,796
-20%
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $9m
- Shares
- 39,529
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $8m
- Shares
- 22,344
Held
- Ishares TRGOVT
- Share
- 0.2%
- Value
- $7m
- Shares
- 314,903
+10%
- Vanguard Scottsdale FDSVMBS
- Share
- 0.2%
- Value
- $7m
- Shares
- 148,909
Held
- Vanguard BD Index FDSBLV
- Share
- 0.2%
- Value
- $7m
- Shares
- 98,063
Held
- Ishares TRMBB
- Share
- 0.2%
- Value
- $7m
- Shares
- 68,576
+10%
- Spdr Series TrustSPHY
- Share
- 0.2%
- Value
- $6m
- Shares
- 263,612
+20%
- Ishares TRIWB
- Share
- 0.2%
- Value
- $6m
- Shares
- 15,111
-6%
- Vanguard BD Index FDSBND
- Share
- 0.2%
- Value
- $6m
- Shares
- 81,612
Held
- Ishares TREFG
- Share
- 0.2%
- Value
- $6m
- Shares
- 48,755
+5%
- Vanguard Index FDSVXF
- Share
- 0.2%
- Value
- $6m
- Shares
- 24,590
Held
- Blackrock ETF TrustBAI
- Share
- 0.2%
- Value
- $6m
- Shares
- 113,468
-23%
- Ishares TRTLH
- Share
- 0.1%
- Value
- $5m
- Shares
- 47,481
-19%
- Ishares TRSHY
- Share
- 0.1%
- Value
- $5m
- Shares
- 57,713
Held
- Ishares TRINTF
- Share
- 0.1%
- Value
- $5m
- Shares
- 115,189
-3%
- Ishares TRMTUM
- Share
- 0.1%
- Value
- $5m
- Shares
- 13,843
-25%
- Blackrock ETF TrustBLCR
- Share
- 0.1%
- Value
- $4m
- Shares
- 89,141
+12%
- Vanguard Index FDSVV
- Share
- 0.1%
- Value
- $4m
- Shares
- 12,715
-5%
- Blackrock ETF TrustIALT
- Share
- 0.1%
- Value
- $4m
- Shares
- 147,878
New
- Invesco Exch Traded FD TR IIPCY
- Share
- 0.1%
- Value
- $4m
- Shares
- 190,633
+4%
- Ishares TRIJH
- Share
- 0.1%
- Value
- $4m
- Shares
- 53,698
-5%
- Vanguard MUN BD FDSVTEB
- Share
- 0.1%
- Value
- $4m
- Shares
- 80,055
+17%
- Blackrock ETF TrustCORO
- Share
- 0.1%
- Value
- $4m
- Shares
- 107,860
New
- Blackrock ETF TrustIDEF
- Share
- <0.1%
- Value
- $4m
- Shares
- 117,322
+20%
- Blackrock ETF TrustLCTU
- Share
- <0.1%
- Value
- $4m
- Shares
- 45,034
-4%
- Ishares TRESGU
- Share
- <0.1%
- Value
- $4m
- Shares
- 21,765
-2%
- Blackrock ETF Trust IIGGOV
- Share
- <0.1%
- Value
- $3m
- Shares
- 68,509
New
- Abrdn EtfsBCI
- Share
- <0.1%
- Value
- $3m
- Shares
- 155,594
Held
- Fidelity Covington TrustFREL
- Share
- <0.1%
- Value
- $3m
- Shares
- 113,284
Held
- Ishares TREFV
- Share
- <0.1%
- Value
- $3m
- Shares
- 43,820
-60%
- Ishares TRTIP
- Share
- <0.1%
- Value
- $3m
- Shares
- 29,512
-3%
- Wisdomtree TRIQDG
- Share
- <0.1%
- Value
- $3m
- Shares
- 74,859
Held
- Blackrock ETF TrustTHRO
- Share
- <0.1%
- Value
- $3m
- Shares
- 74,868
-38%
- Schwab Strategic TRSCHO
- Share
- <0.1%
- Value
- $3m
- Shares
- 123,085
Held
- Vanguard Scottsdale FDSVGIT
- Share
- <0.1%
- Value
- $3m
- Shares
- 50,028
+71%
- Invesco Exch Traded FD TR IIPXH
- Share
- <0.1%
- Value
- $3m
- Shares
- 106,364
-6%
- Spdr Series TrustHYMB
- Share
- <0.1%
- Value
- $3m
- Shares
- 109,265
+18%
- Invesco Exchange Traded FD TPRF
- Share
- <0.1%
- Value
- $3m
- Shares
- 48,682
-6%
- Ishares TRDSI
- Share
- <0.1%
- Value
- $2m
- Shares
- 17,526
-2%
- Spdr Series TrustSPTS
- Share
- <0.1%
- Value
- $2m
- Shares
- 82,327
Held
- Ishares TREAGG
- Share
- <0.1%
- Value
- $2m
- Shares
- 49,186
+27%
- Ishares TRMUB
- Share
- <0.1%
- Value
- $2m
- Shares
- 21,235
+10%
- Invesco Exchange Traded FD TXMMO
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,574
+3%
- Spdr Series TrustSPSM
- Share
- <0.1%
- Value
- $2m
- Shares
- 36,714
New
- Ishares TRUSXF
- Share
- <0.1%
- Value
- $2m
- Shares
- 28,043
-5%
- Ishares TRIWR
- Share
- <0.1%
- Value
- $2m
- Shares
- 17,285
-4%
- Blackrock ETF Trust IIBINC
- Share
- <0.1%
- Value
- $2m
- Shares
- 36,135
-51%
- Ishares TRIJS
- Share
- <0.1%
- Value
- $2m
- Shares
- 13,144
-5%
- Vanguard Index FDSVB
- Share
- <0.1%
- Value
- $2m
- Shares
- 5,702
-3%
- Schwab Strategic TRSCHP
- Share
- <0.1%
- Value
- $2m
- Shares
- 63,295
+2%
- Vanguard MUN BD FDSVTEI
- Share
- <0.1%
- Value
- $2m
- Shares
- 16,637
+9%
- Ishares TRSUSC
- Share
- <0.1%
- Value
- $2m
- Shares
- 71,806
-27%
- Spdr Series TrustSPIP
- Share
- <0.1%
- Value
- $1m
- Shares
- 57,557
Held
- Russell Invts Exchange TradeRGLO
- Share
- <0.1%
- Value
- $1m
- Shares
- 45,583
-3%
- John Hancock Exchange TradedJHML
- Share
- <0.1%
- Value
- $1m
- Shares
- 16,386
Held
- Ishares TRUSRT
- Share
- <0.1%
- Value
- $1m
- Shares
- 21,243
-3%
- Ishares Gold TRIAU
- Share
- <0.1%
- Value
- $1m
- Shares
- 18,924
+14%
- IsharesESGE
- Share
- <0.1%
- Value
- $1m
- Shares
- 25,545
-19%
- Ishares TRSYSB
- Share
- <0.1%
- Value
- $1m
- Shares
- 14,404
+7%
- Schwab Strategic TRSCHK
- Share
- <0.1%
- Value
- $1m
- Shares
- 35,494
-8%
- Vanguard Whitehall FDSVYMI
- Share
- <0.1%
- Value
- $1m
- Shares
- 12,724
+11%
- Ishares TREVUS
- Share
- <0.1%
- Value
- $1m
- Shares
- 32,519
Held
- Schwab Strategic TRSCHH
- Share
- <0.1%
- Value
- $1m
- Shares
- 44,919
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $1m
- Shares
- 6,743
+11%
- Ishares TRLMUB
- Share
- <0.1%
- Value
- $1m
- Shares
- 20,591
+11%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRITOT | 17.6% | $664m | 4,070,270 | Held |
| Ishares TRAGG | 11.2% | $423m | 4,261,394 | +4% |
| Goldman Sachs ETF TRGSLC | 7.5% | $282m | 1,998,523 | Held |
| Ishares TRIUSB | 6.8% | $255m | 5,503,503 | +5% |
| Goldman Sachs ETF TRGSIE | 6.0% | $227m | 4,972,665 | +2% |
| Ishares TRLRGF | 5.8% | $220m | 2,927,890 | Held |
| Vanguard Index FDSVO | 5.4% | $202m | 2,511,036 | +2% |
| Goldman Sachs ETF TRGEM | 4.6% | $173m | 3,357,316 | Held |
| Ishares TRIEFA | 3.3% | $124m | 1,283,865 | Held |
| Ishares TRUSHY | 3.1% | $119m | 3,203,583 | +4% |
| IsharesIEMG | 3.0% | $114m | 1,393,406 | -3% |
| Invesco Actvely Mngd ETC FDPDBC | 2.9% | $110m | 6,921,377 | +3% |
| Ishares TREMB | 2.4% | $91m | 937,805 | +3% |
| Ishares TRIVV | 1.9% | $70m | 94,718 | +22% |
| Schwab Strategic TRSCHX | 1.6% | $61m | 2,091,615 | +14% |
| Ishares TRIJR | 1.6% | $60m | 403,881 | -7% |
| Vanguard Index FDSVOO | 1.2% | $44m | 64,400 | Held |
| Spdr Index SHS FDSSPDW | 1.0% | $38m | 756,494 | +6% |
| Vanguard Tax-Managed FDSVEA | 0.9% | $34m | 476,632 | Held |
| Spdr Series TrustSPTM | 0.7% | $25m | 281,572 | -2% |
| Ishares TRSMMD | 0.4% | $16m | 176,920 | +13% |
| Spdr Series TrustSPAB | 0.4% | $16m | 620,079 | +9% |
| Vanguard Charlotte FDSBNDX | 0.4% | $15m | 310,749 | Held |
| Schwab Strategic TRSCHB | 0.4% | $15m | 523,931 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $15m | 252,981 | Held |
| Spdr Index SHS FDSSPEM | 0.4% | $14m | 281,548 | Held |
| Vanguard BD Index FDSBSV | 0.4% | $14m | 183,517 | Held |
| Spdr Series TrustSPYG | 0.3% | $13m | 110,263 | +65% |
| Schwab Strategic TRSCHF | 0.3% | $13m | 456,464 | Held |
| Schwab Strategic TRSCHE | 0.3% | $12m | 326,107 | Held |
| Ishares TRIVW | 0.3% | $11m | 84,432 | -3% |
| Blackrock ETF TrustDYNF | 0.3% | $11m | 168,621 | Held |
| Schwab Strategic TRSCHZ | 0.3% | $11m | 482,157 | +3% |
| Vanguard BD Index FDSBIV | 0.3% | $10m | 130,756 | +4% |
| Ishares TRIVE | 0.3% | $10m | 42,796 | -20% |
| Vanguard Index FDSVTV | 0.2% | $9m | 39,529 | Held |
| Vanguard Index FDSVTI | 0.2% | $8m | 22,344 | Held |
| Ishares TRGOVT | 0.2% | $7m | 314,903 | +10% |
| Vanguard Scottsdale FDSVMBS | 0.2% | $7m | 148,909 | Held |
| Vanguard BD Index FDSBLV | 0.2% | $7m | 98,063 | Held |
| Ishares TRMBB | 0.2% | $7m | 68,576 | +10% |
| Spdr Series TrustSPHY | 0.2% | $6m | 263,612 | +20% |
| Ishares TRIWB | 0.2% | $6m | 15,111 | -6% |
| Vanguard BD Index FDSBND | 0.2% | $6m | 81,612 | Held |
| Ishares TREFG | 0.2% | $6m | 48,755 | +5% |
| Vanguard Index FDSVXF | 0.2% | $6m | 24,590 | Held |
| Blackrock ETF TrustBAI | 0.2% | $6m | 113,468 | -23% |
| Ishares TRTLH | 0.1% | $5m | 47,481 | -19% |
| Ishares TRSHY | 0.1% | $5m | 57,713 | Held |
| Ishares TRINTF | 0.1% | $5m | 115,189 | -3% |
| Ishares TRMTUM | 0.1% | $5m | 13,843 | -25% |
| Blackrock ETF TrustBLCR | 0.1% | $4m | 89,141 | +12% |
| Vanguard Index FDSVV | 0.1% | $4m | 12,715 | -5% |
| Blackrock ETF TrustIALT | 0.1% | $4m | 147,878 | New |
| Invesco Exch Traded FD TR IIPCY | 0.1% | $4m | 190,633 | +4% |
| Ishares TRIJH | 0.1% | $4m | 53,698 | -5% |
| Vanguard MUN BD FDSVTEB | 0.1% | $4m | 80,055 | +17% |
| Blackrock ETF TrustCORO | 0.1% | $4m | 107,860 | New |
| Blackrock ETF TrustIDEF | <0.1% | $4m | 117,322 | +20% |
| Blackrock ETF TrustLCTU | <0.1% | $4m | 45,034 | -4% |
| Ishares TRESGU | <0.1% | $4m | 21,765 | -2% |
| Blackrock ETF Trust IIGGOV | <0.1% | $3m | 68,509 | New |
| Abrdn EtfsBCI | <0.1% | $3m | 155,594 | Held |
| Fidelity Covington TrustFREL | <0.1% | $3m | 113,284 | Held |
| Ishares TREFV | <0.1% | $3m | 43,820 | -60% |
| Ishares TRTIP | <0.1% | $3m | 29,512 | -3% |
| Wisdomtree TRIQDG | <0.1% | $3m | 74,859 | Held |
| Blackrock ETF TrustTHRO | <0.1% | $3m | 74,868 | -38% |
| Schwab Strategic TRSCHO | <0.1% | $3m | 123,085 | Held |
| Vanguard Scottsdale FDSVGIT | <0.1% | $3m | 50,028 | +71% |
| Invesco Exch Traded FD TR IIPXH | <0.1% | $3m | 106,364 | -6% |
| Spdr Series TrustHYMB | <0.1% | $3m | 109,265 | +18% |
| Invesco Exchange Traded FD TPRF | <0.1% | $3m | 48,682 | -6% |
| Ishares TRDSI | <0.1% | $2m | 17,526 | -2% |
| Spdr Series TrustSPTS | <0.1% | $2m | 82,327 | Held |
| Ishares TREAGG | <0.1% | $2m | 49,186 | +27% |
| Ishares TRMUB | <0.1% | $2m | 21,235 | +10% |
| Invesco Exchange Traded FD TXMMO | <0.1% | $2m | 13,574 | +3% |
| Spdr Series TrustSPSM | <0.1% | $2m | 36,714 | New |
| Ishares TRUSXF | <0.1% | $2m | 28,043 | -5% |
| Ishares TRIWR | <0.1% | $2m | 17,285 | -4% |
| Blackrock ETF Trust IIBINC | <0.1% | $2m | 36,135 | -51% |
| Ishares TRIJS | <0.1% | $2m | 13,144 | -5% |
| Vanguard Index FDSVB | <0.1% | $2m | 5,702 | -3% |
| Schwab Strategic TRSCHP | <0.1% | $2m | 63,295 | +2% |
| Vanguard MUN BD FDSVTEI | <0.1% | $2m | 16,637 | +9% |
| Ishares TRSUSC | <0.1% | $2m | 71,806 | -27% |
| Spdr Series TrustSPIP | <0.1% | $1m | 57,557 | Held |
| Russell Invts Exchange TradeRGLO | <0.1% | $1m | 45,583 | -3% |
| John Hancock Exchange TradedJHML | <0.1% | $1m | 16,386 | Held |
| Ishares TRUSRT | <0.1% | $1m | 21,243 | -3% |
| Ishares Gold TRIAU | <0.1% | $1m | 18,924 | +14% |
| IsharesESGE | <0.1% | $1m | 25,545 | -19% |
| Ishares TRSYSB | <0.1% | $1m | 14,404 | +7% |
| Schwab Strategic TRSCHK | <0.1% | $1m | 35,494 | -8% |
| Vanguard Whitehall FDSVYMI | <0.1% | $1m | 12,724 | +11% |
| Ishares TREVUS | <0.1% | $1m | 32,519 | Held |
| Schwab Strategic TRSCHH | <0.1% | $1m | 44,919 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $1m | 6,743 | +11% |
| Ishares TRLMUB | <0.1% | $1m | 20,591 | +11% |
Showing the largest 100 of 142.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.8% since 30 June 2025.
Where the money is
Technology0.0%
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.