Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 46.09% of SigFig Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$7.8M), IUSB (+$6.1M), IVW, SCHX, EAGG, PDBC, EFG, USHY, EUSB, USXF.
Started 7 new stock positions in IGEB, CLOA, IHDG, HYMB, IGRO, OEF, SPHY.
Reduced shares in these 10 stocks: SPLG (-$49M), IVV (-$21M), VONE (-$11M), VEA (-$11M), MUB (-$6.5M), IEFA (-$6.4M), VTEB (-$6.4M), SPAB (-$5.5M), VTWO, VWO.
Sold out of its positions in XMMO, XMHQ, BSCP, BSCO, EEM, LQD, IXC, SUB, MTUM, MDYG. ITM.
SigFig Wealth Management was a net seller of stock by $-90M.
SigFig Wealth Management has $2.7B in assets under management (AUM), dropping by -2.40%.
Central Index Key (CIK): 0001696957

Tip: Access up to 7 years of quarterly data

Positions held by SigFig Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 123 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	16.1	$429M		3.6M	118.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	10.2	$272M		2.8M	96.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	8.0	$214M		2.0M	106.95	View chart
Ishares Tr Core Total Usd (IUSB)	6.3	$168M	+3%	3.7M	45.22	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	5.4	$144M		4.3M	33.65	View chart
Ishares Tr U S Equity Factr (LRGF)	4.3	$114M		2.0M	55.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.1	$108M		642k	168.79	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	3.9	$103M		3.1M	32.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.4	$90M	-6%	1.2M	72.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$83M		782k	106.66	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	3.0	$79M	+3%	5.6M	14.05	View chart
Ishares Tr Broad Usd High (USHY)	2.7	$73M	+3%	2.0M	36.28	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$70M		1.3M	53.32	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.2	$58M	+2%	652k	88.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$57M	-26%	104k	547.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$35M	-5%	70k	500.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$33M	-24%	677k	49.15	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.2	$32M	-61%	491k	64.00	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.1	$28M	+8%	605k	46.58	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.9	$25M	-7%	409k	60.40	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.9	$24M	+13%	519k	46.61	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.7	$19M	+9%	372k	51.10	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.7	$19M	+13%	446k	42.55	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$17M		497k	33.96	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$15M	-26%	568k	26.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$15M	-22%	343k	43.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$15M	-6%	394k	36.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$13M	+5%	276k	48.67	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.5	$12M	+11%	184k	67.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$12M	+2%	153k	76.70	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$11M	+12%	293k	38.50	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$9.9M	+371%	124k	80.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$9.7M	+67%	105k	92.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$9.5M	-40%	189k	50.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$9.2M	+3%	187k	49.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$9.1M	-7%	38k	239.54	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$8.3M	+5%	110k	74.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$8.0M	+63%	132k	60.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$7.9M	+11%	237k	33.53	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$7.8M	+6%	166k	46.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$7.7M		45k	170.76	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.3	$7.4M	+14%	165k	45.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$7.1M	+29%	81k	87.46	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$7.1M	+5%	33k	214.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$6.8M	+2%	94k	72.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$6.6M	+63%	65k	102.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$6.6M	+8%	227k	28.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$5.9M	+12%	184k	32.19	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$5.9M	+2%	129k	45.40	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$5.8M	+5%	359k	16.28	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.7M	-53%	53k	106.52	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.6M	+2%	61k	91.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.5M	-4%	19k	288.61	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$5.4M	-67%	22k	246.07	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$5.4M	+2%	77k	70.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.4M	+24%	27k	160.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.1M	+3%	23k	182.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$4.1M	+2%	51k	81.28	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.8M		36k	106.51	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$3.5M		118k	29.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.4M		14k	249.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.4M		23k	150.50	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$3.4M	-8%	113k	29.83	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$3.2M	+4%	53k	59.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.8M	+9%	31k	91.78	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.8M	-61%	35k	81.97	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$2.8M	+2%	110k	25.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.7M	+3%	46k	58.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.6M	-37%	50k	53.04	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$2.6M	+5%	50k	52.20	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$2.6M	+6%	168k	15.43	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.6M	+7%	43k	59.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.5M	-11%	11k	218.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.4M	-2%	6.4k	374.01	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$2.2M	+4%	21k	103.85	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$2.1M	-8%	80k	26.45	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.1	$1.9M	-3%	96k	20.25	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$1.9M	+6%	29k	65.01	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.8M	+9%	43k	41.01	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$1.7M	-4%	85k	20.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.7M	-15%	14k	119.32	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.6M	-4%	31k	51.36	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.5M	+9%	67k	22.72	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$1.5M	+139%	23k	62.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M		7.1k	202.89	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.4M	+3%	37k	37.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$1.3M	-37%	36k	35.55	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$1.2M	NEW	27k	45.59	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$1.1M	NEW	26k	44.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.1M	+2%	4.6k	242.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.1M		47k	22.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$916k	+6%	23k	40.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$846k	-59%	15k	57.99	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$807k	-61%	19k	41.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$769k	+11%	13k	57.61	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$739k	+9%	21k	35.46	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$715k	+28%	11k	62.91	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$660k		16k	42.12	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$622k	+7%	11k	55.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$621k	+90%	6.4k	97.27	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$620k	NEW	27k	23.23	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$602k	+14%	43k	14.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$555k	-58%	1.0k	544.22	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.0	$541k	+6%	20k	26.73	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$528k	-2%	6.8k	77.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$524k	+12%	4.4k	118.60	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$519k	+4%	12k	44.78	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$507k	+8%	15k	33.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$502k	-66%	9.9k	50.74	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$493k	+19%	6.3k	78.63	View chart
Apple (AAPL)	0.0	$401k		2.1k	192.72	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$343k	-5%	3.3k	102.70	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$333k	+8%	8.5k	39.34	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$298k	NEW	12k	25.44	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$283k	+22%	4.1k	68.53	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$275k	+8%	7.4k	37.02	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$258k	+5%	5.0k	51.24	View chart
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)	0.0	$237k	NEW	4.6k	51.94	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$229k	NEW	868.00	264.29	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$222k	+13%	8.5k	26.19	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$214k	NEW	3.2k	67.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$209k	-73%	2.8k	75.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$194k	-12%	10k	19.18	View chart

Past Filings by SigFig Wealth Management

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

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
SigFig Wealth Management 2021 Q1 filed May 12, 2021
SigFig Wealth Management 2020 Q4 filed Feb. 8, 2021
SigFig Wealth Management 2020 Q3 filed Nov. 13, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z