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 46.85% of SigFig Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: PDBC (+$41M), IVV (+$11M), AGG (+$11M), IUSB (+$7.0M), GSIE (+$6.8M), USMV, EMB, USXF, EAGG, EUSB.
  • Started 3 new stock positions in LQD, TLT, DGRO.
  • Reduced shares in these 10 stocks: ITOT (-$20M), IEMG (-$13M), GEM (-$10M), HDV (-$5.7M), VXF, SPTM, FALN, IYE, IJS, TIP.
  • Sold out of its positions in IJS.
  • SigFig Wealth Management was a net buyer of stock by $48M.
  • SigFig Wealth Management has $1.9B in assets under management (AUM), dropping by -1.18%.
  • Central Index Key (CIK): 0001696957

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Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 97 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 16.0 $306M -6% 3.6M 85.03
Ishares Tr Core Us Aggbd Et (AGG) 11.8 $225M +5% 2.3M 97.03
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.2 $137M 1.9M 72.01
Ishares Tr Core Total Usd (IUSB) 6.7 $129M +5% 2.9M 44.34
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.1 $97M +7% 3.9M 24.89
Vanguard Index Fds Extend Mkt Etf (VXF) 4.0 $76M -3% 585k 130.18
Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.8 $73M -12% 2.8M 25.95
Ishares Tr U S Equity Factr (LRGF) 3.8 $73M 2.0M 36.72
Ishares Tr Jpmorgan Usd Emg (EMB) 3.4 $65M +5% 800k 81.45
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $64M 716k 89.33
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.3 $64M +177% 3.9M 16.38
Ishares Tr Core Msci Eafe (IEFA) 3.0 $57M +2% 991k 56.98
Ishares Tr Broad Usd High (USHY) 2.9 $56M 1.6M 33.81
Ishares Core Msci Emkt (IEMG) 2.7 $52M -20% 1.1M 45.69

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Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.8 $35M -6% 634k 55.46
Ishares Tr Core S&p500 Etf (IVV) 1.4 $26M +76% 106k 248.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $25M +3% 61k 416.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $22M +3% 492k 45.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $21M +3% 668k 32.04
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $21M 561k 37.54
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $17M -2% 615k 28.25
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $16M +4% 143k 113.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $13M 232k 54.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $12M -7% 216k 55.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $12M -7% 262k 44.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $11M 49k 225.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $11M 136k 79.85
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $8.4M +5% 104k 80.81
Ishares Tr Tips Bd Etf (TIP) 0.4 $8.1M -12% 55k 146.78
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $7.7M +35% 418k 18.50
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $7.6M -4% 209k 36.57
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $7.2M 271k 26.56
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $6.4M 68k 95.28
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $6.1M 116k 52.93
Ishares Tr Eafe Value Etf (EFV) 0.3 $6.1M -11% 101k 60.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $6.0M +3% 116k 51.92
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.3 $6.0M +61% 132k 45.45
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $5.8M +116% 183k 31.63
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $5.5M -6% 176k 31.08
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $5.5M +59% 51k 107.51
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $5.4M +2% 129k 41.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $5.2M +7% 70k 73.99
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $5.2M +584% 71k 72.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $4.8M 59k 81.10
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $4.6M +202% 99k 46.54
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.3M +46% 22k 193.34
Ishares Tr Faln Angls Usd (FALN) 0.2 $3.8M -36% 53k 71.14
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $3.4M -4% 111k 30.77
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $3.3M 155k 21.32
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $3.3M -5% 110k 29.75
Ishares Tr Esg Aware Msci (ESML) 0.2 $3.1M +102% 91k 34.30
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.2 $2.9M +241% 88k 33.05
Ishares Msci Emerg Mrkt (EEMV) 0.2 $2.9M +15% 52k 55.49
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $2.8M -2% 44k 63.05
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $2.6M +118% 53k 50.03
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.6M -15% 16k 166.03
Ishares Esg Awr Msci Em (ESGE) 0.1 $2.5M +103% 84k 29.35
Ishares Tr Intl Eqty Factor (INTF) 0.1 $2.4M -9% 114k 21.09
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $2.3M -15% 141k 16.14
Ishares Tr National Mun Etf (MUB) 0.1 $2.1M +19% 20k 103.83
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.1M +6% 12k 178.71
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.1M +4% 7.1k 290.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.0M -11% 8.9k 221.75
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $2.0M +688% 76k 26.11
Ishares Tr Mbs Etf (MBB) 0.1 $2.0M -5% 17k 113.97
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.9M -75% 14k 133.34
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $1.8M +14% 21k 83.36
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.6M -6% 35k 45.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.5M +10% 44k 34.73
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.5M +5% 12k 127.38
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M +6% 10k 144.28
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $1.4M +207% 34k 42.38
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.3M -21% 9.4k 140.57
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.2M 10k 113.39
Ishares Tr Conv Bd Etf (ICVT) 0.1 $1.2M -27% 11k 105.12
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $1.2M +5% 20k 57.52
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $1.0M 17k 60.50
Ishares Tr Russell 2000 Etf (IWM) 0.0 $855k +12% 5.1k 166.15
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $844k -3% 38k 22.30
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $841k +24% 17k 50.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $748k -15% 10k 72.26
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $729k +5% 3.8k 189.55
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $602k +90% 18k 32.86
Ishares Tr Us Infrastruc (IFRA) 0.0 $589k -31% 14k 42.99
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $560k 21k 26.90
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $540k +63% 5.6k 95.86
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $430k +68% 16k 26.20
Ishares Tr U.s. Energy Etf (IYE) 0.0 $429k -75% 4.8k 89.81
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $419k NEW 6.2k 67.40
Apple (AAPL) 0.0 $366k 2.0k 178.80
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $341k +34% 31k 10.93
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $291k +23% 9.7k 29.87
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $288k +24% 11k 26.04
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $277k +28% 5.7k 48.78
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $274k -12% 2.6k 104.98
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $273k NEW 2.6k 104.36
Ishares Tr Core Div Grwth (DGRO) 0.0 $216k NEW 4.0k 53.92

Past Filings by SigFig Wealth Management

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

View all past filings