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SigFig Wealth Management

Latest statistics and disclosures from SigFig Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AGG, GSLC, IUSB, GSIE, and represent 46.44% of SigFig Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$18M), VO (+$7.7M), AGG (+$6.9M), IWX (+$5.7M), IUSB, SCHX, TLH, SPMO, OEF, IVE.
Started 9 new stock positions in HYGW, FTGC, VTEI, THRO, HEFA, IWX, SUSA, SCHK, Blackrock Etf Trust Ii.
Reduced shares in these 10 stocks: SPYG (-$13M), IWY (-$9.2M), XMMO (-$6.8M), VXF, EFG, TLT, EFV, SPTM, MBB, IFRA.
Sold out of its positions in CLOA, XMMO, TLT, IWY, SUSB, IFRA.
SigFig Wealth Management was a net buyer of stock by $39M.
SigFig Wealth Management has $2.8B in assets under management (AUM), dropping by 0.15%.
Central Index Key (CIK): 0001696957

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Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 127 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	15.3	$424M		3.5M	121.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	11.0	$305M	+2%	3.1M	98.61	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.4	$204M		1.9M	109.38	View chart
Ishares Tr Core Total Usd (IUSB)	6.8	$188M	+2%	4.1M	45.98	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	5.9	$164M		4.6M	35.98	View chart
Ishares Tr U S Equity Factr (LRGF)	4.1	$114M		2.0M	57.53	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	4.0	$111M		3.3M	33.26	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.7	$101M	-4%	587k	172.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.4	$95M		1.2M	76.04	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	3.2	$88M		6.6M	13.46	View chart
Ishares Tr Broad Usd High (USHY)	3.0	$83M	+2%	2.2M	36.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.7	$75M	+2%	721k	104.01	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$73M	+2%	1.4M	53.87	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.4	$66M	+2%	727k	90.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$50M	+58%	89k	558.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$34M	+29%	133k	257.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$34M		66k	510.80	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.1	$31M	+3%	669k	46.50	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.1	$31M	+3%	650k	47.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$28M		550k	50.83	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.9	$25M	+2%	507k	50.16	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.8	$24M		543k	43.27	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.8	$22M	-3%	342k	63.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.7	$20M	+5%	572k	34.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$20M	+24%	909k	21.48	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.6	$16M		232k	67.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$15M		300k	48.82	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$13M	-4%	340k	37.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$13M		280k	44.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$12M		156k	78.24	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.4	$12M		455k	26.77	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$10M		293k	35.00	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.3	$9.4M		204k	46.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$9.3M	+16%	55k	169.61	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$9.2M	+5%	239k	38.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$8.8M	+7%	569k	15.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$8.7M		95k	92.55	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$8.6M		112k	76.41	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$8.3M		171k	48.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$8.2M	+58%	90k	92.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$6.7M	+49%	35k	188.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$6.6M	-4%	27k	246.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.5M	-3%	89k	73.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$6.5M	-4%	131k	49.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$6.4M	-19%	108k	59.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$6.1M	+2%	567k	10.81	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$6.1M		132k	46.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.9M	+3%	35k	170.83	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$5.8M		84k	69.99	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$5.7M	NEW	70k	81.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$5.5M	+3%	443k	12.39	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$5.5M	+3%	390k	14.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.3M	-3%	17k	306.77	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.2M	-12%	56k	93.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$4.5M		53k	83.59	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$4.4M	+33%	70k	62.66	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.2M	-42%	41k	100.84	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.1M		79k	52.35	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$4.1M	-75%	52k	80.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.7M	+941%	36k	103.14	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$3.7M		119k	31.10	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$3.5M	-2%	165k	21.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.2M	+3%	13k	255.47	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.2M	+2%	29k	110.18	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$3.0M	-3%	101k	30.10	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$3.0M	-2%	50k	60.35	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.0M	+2%	21k	140.66	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$3.0M		109k	27.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.9M	-19%	53k	55.18	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.8M	+8%	27k	106.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.6M	+2%	45k	58.21	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.5M	+948%	9.3k	269.22	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$2.4M	+2%	189k	12.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.3M	+5%	12k	200.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.3M	+116%	39k	58.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.3M	+7%	10k	221.64	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$2.1M	-2%	99k	21.70	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$2.1M		32k	67.05	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$2.1M	+31%	90k	23.41	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$2.0M		20k	102.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.0M	-7%	5.5k	370.40	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$1.9M	-5%	70k	27.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M	+11%	16k	121.22	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.9M	+6%	43k	43.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.9M	+4%	104k	17.91	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.7M	-6%	75k	23.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.5M		38k	40.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.3M		6.6k	200.46	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$1.3M	-3%	25k	52.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$1.2M	NEW	32k	36.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.1M	+2%	50k	22.93	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.1M	+145%	18k	59.30	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$931k	+37%	37k	25.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$916k	+8%	9.4k	97.19	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$722k		20k	36.10	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$721k		13k	56.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$707k		57k	12.32	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$698k		8.3k	83.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$673k	+12%	5.3k	127.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$662k	-11%	11k	61.15	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$658k		10k	64.06	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$643k	+66%	14k	47.44	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$627k		18k	35.22	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$610k	-4%	13k	46.57	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.0	$609k		23k	26.66	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$557k	+7%	48k	11.70	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$521k		11k	47.03	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$503k	+26%	6.8k	74.00	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$496k	NEW	19k	26.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$473k	-3%	6.0k	78.80	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$470k	+12%	6.5k	72.81	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.0	$384k	NEW	7.8k	49.41	View chart
Apple (AAPL)	0.0	$338k		1.8k	189.70	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$321k	NEW	3.3k	98.65	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.0	$319k	+3%	12k	25.95	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$311k		8.4k	37.12	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$295k	+24%	3.4k	87.79	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$264k	+13%	6.9k	38.49	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$251k	+7%	5.2k	48.66	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.0	$237k	+21%	8.3k	28.61	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$229k	NEW	7.3k	31.52	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$218k	NEW	8.6k	25.32	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$215k	NEW	1.9k	114.15	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$214k	NEW	6.8k	31.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$208k		11k	19.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$208k		11k	19.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$206k		10k	20.67	View chart

Past Filings by SigFig Wealth Management

SEC 13F filings are viewable for SigFig Wealth Management going back to 2016

SigFig Wealth Management 2025 Q1 filed April 9, 2025
SigFig Wealth Management 2024 Q4 filed Feb. 11, 2025
SigFig Wealth Management 2024 Q3 filed Nov. 14, 2024
SigFig Wealth Management 2024 Q2 filed Aug. 9, 2024
SigFig Wealth Management 2024 Q1 filed May 10, 2024
SigFig Wealth Management 2023 Q4 filed Feb. 8, 2024
SigFig Wealth Management 2023 Q3 filed Nov. 13, 2023
SigFig Wealth Management 2023 Q2 filed July 27, 2023
SigFig Wealth Management 2023 Q1 filed May 3, 2023
SigFig Wealth Management 2022 Q4 filed Feb. 3, 2023
SigFig Wealth Management 2022 Q3 filed Nov. 10, 2022
SigFig Wealth Management 2022 Q2 filed Aug. 11, 2022
SigFig Wealth Management 2022 Q1 filed May 10, 2022
SigFig Wealth Management 2021 Q4 filed Feb. 14, 2022
SigFig Wealth Management 2021 Q3 filed Oct. 13, 2021
SigFig Wealth Management 2021 Q2 filed Aug. 10, 2021

View all past filings

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