SigFig Wealth Management

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

  • Top 5 stock holdings are AGG, ITOT, VXF, GSLC, GEM, and represent 60.76% of SigFig Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: AGG (+$49M), ITOT (+$14M), GSLC (+$12M), HYLB (+$7.8M), PCY (+$6.8M), GEM (+$6.6M), GSIE (+$6.4M), IEFA, VCSH, BNDX.
  • Started 6 new stock positions in AAPL, MDYG, MBB, PKW, VUG, MDYV.
  • Reduced shares in these 9 stocks: VXF (-$5.2M), , NEAR, MTUM, IYG, IWB, USRT, PXH, VB.
  • Sold out of its positions in IYG, NEAR, MTUM, SPYG.
  • SigFig Wealth Management was a net buyer of stock by $147M.
  • SigFig Wealth Management has $1.4B in assets under management (AUM), dropping by 25.71%.

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Portfolio Holdings for SigFig Wealth Management

Companies in the SigFig Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 17.8 $246M +24% 2.1M 118.19
Ishares Tr Core S&p Ttl Stk (ITOT) 16.2 $224M +6% 2.6M 86.22
Vanguard Index Fds Extend Mkt Etf (VXF) 11.9 $164M -3% 997k 164.68
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 9.9 $137M +9% 1.8M 75.69
Goldman Sachs Etf Tr Activebeta Eme (GEM) 5.0 $68M +10% 1.8M 38.17
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.3 $59M +12% 1.8M 31.90
Ishares Core Msci Emkt (IEMG) 3.4 $47M +6% 753k 62.04
Ishares Tr Core Msci Eafe (IEFA) 3.3 $46M +9% 668k 69.09
Dbx Etf Tr Xtrack Usd High (HYLB) 3.3 $45M +20% 904k 50.09
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 3.2 $44M +18% 1.5M 28.84
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $33M +10% 360k 91.90
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.8 $25M +3% 549k 46.09
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.7 $23M +19% 279k 83.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $16M +3% 385k 42.16

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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $16M +3% 479k 33.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $14M +6% 463k 30.79
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $12M +19% 264k 47.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $11M +2% 56k 192.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $10M +10% 115k 90.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $10M +40% 29k 343.69
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $9.8M +9% 85k 115.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $8.2M +9% 166k 49.77
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.6 $7.7M +78% 131k 58.55
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $6.7M +13% 219k 30.65
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $6.5M +79% 79k 82.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $6.4M +13% 178k 35.98
Ishares Tr Core S&p500 Etf (IVV) 0.4 $6.1M +22% 16k 375.40
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $4.8M +20% 86k 56.03
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $4.4M +2% 142k 30.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $4.1M +9% 48k 86.39
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.3 $3.9M +75% 71k 54.08
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $3.8M +84% 35k 109.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $3.6M +86% 42k 86.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $3.6M +28% 26k 138.14
Ishares Tr Tips Bd Etf (TIP) 0.3 $3.6M +7% 28k 127.65
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $3.6M +80% 38k 92.86
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.0M -5% 14k 211.86
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $3.0M +21% 109k 27.24
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.8M +7% 112k 25.38
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $2.4M 76k 31.18
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $2.3M 48k 48.41
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $2.0M +39% 36k 55.17
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.8M +78% 43k 41.98
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.7M +20% 17k 100.88
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.4M +11% 8.2k 175.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.4M +39% 28k 51.40
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.4M +37% 30k 45.45
Ishares Tr Mbs Etf (MBB) 0.1 $1.3M NEW 12k 110.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.3M +19% 14k 90.95
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M +4% 5.8k 206.86
Ishares Tr Msci Usa Value (VLUE) 0.1 $1.1M +39% 13k 86.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.1M +13% 12k 87.23
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $1.0M NEW 15k 69.36
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $946k +16% 15k 62.10
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $921k -3% 44k 21.16
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $890k NEW 16k 55.47
Ishares Tr Msci Intl Multft (INTF) 0.1 $820k +4% 30k 27.20
Ishares Tr Core Total Usd (IUSB) 0.1 $803k +190% 15k 54.55
Ishares Tr Russell 2000 Etf (IWM) 0.1 $801k +2% 4.1k 195.94
Ishares Tr Global Tech Etf (IXN) 0.1 $752k +30% 2.5k 300.20
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $730k +28% 19k 37.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $654k +3% 7.4k 88.19
Ishares Tr National Mun Etf (MUB) 0.0 $635k +29% 5.4k 117.29
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $631k +33% 1.9k 327.45
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $608k +39% 9.0k 67.86
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $559k NEW 7.6k 73.37
Vanguard Index Fds Small Cp Etf (VB) 0.0 $515k -3% 2.6k 194.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $509k +45% 2.2k 230.00
Apple (AAPL) 0.0 $349k NEW 2.0k 170.49
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $333k +23% 2.8k 119.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $310k +57% 2.0k 158.65
Vanguard Index Fds Growth Etf (VUG) 0.0 $201k NEW 795.00 252.83

Past Filings by SigFig Wealth Management

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

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