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 45.67% of SigFig Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VO (+$12M), ITOT (+$6.4M), SCHX (+$6.4M), AGG (+$6.2M), SPYG (+$5.4M), SPMO, THRO, MTUM, IAGG, EFV.
Started 10 new stock positions in STIP, ISTB, ESGD, FNDF, IAGG, BAI, SPMD, CLOA, VTES, IGEB.
Reduced shares in these 10 stocks: IVV (-$20M), IWX (-$5.7M), VXF (-$5.7M), EMXC, GSIE, IEFA, VTEB, BNDX, GEM, SPTM.
Sold out of its positions in IWX, EMXC, HEFA, NUSC.
SigFig Wealth Management was a net buyer of stock by $36M.
SigFig Wealth Management has $3.0B in assets under management (AUM), dropping by 9.24%.
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 133 positions in its portfolio as reported in the June 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)	15.7	$475M		3.5M	134.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	10.3	$312M	+2%	3.2M	98.80	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.5	$225M		1.9M	120.74	View chart
Ishares Tr Core Total Usd (IUSB)	6.3	$190M		4.1M	46.08	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	5.9	$178M		4.5M	39.57	View chart
Ishares Tr U S Equity Factr (LRGF)	4.2	$126M		2.0M	63.69	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	4.1	$123M		3.3M	37.13	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	3.5	$107M	-5%	557k	191.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.4	$102M		1.2M	83.31	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.9	$86M		6.6M	13.03	View chart
Ishares Tr Broad Usd High (USHY)	2.8	$86M	+2%	2.3M	37.40	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$84M	+3%	1.4M	59.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.7	$81M	+2%	742k	109.49	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.3	$68M		740k	92.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$49M	+31%	175k	279.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$38M		66k	566.95	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.2	$36M		673k	53.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$35M	-36%	57k	617.46	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.1	$32M	+3%	673k	47.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$31M	-2%	538k	56.82	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	1.0	$29M		517k	56.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$29M	+28%	1.2M	24.33	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.8	$25M	+4%	566k	43.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$25M	+6%	607k	40.38	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.8	$24M	-4%	325k	74.53	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.6	$17M		231k	74.51	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$14M	+43%	128k	111.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$14M		282k	49.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$14M	+2%	585k	23.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$14M	-5%	323k	42.64	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$13M	-11%	266k	49.46	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$12M		158k	78.60	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.4	$12M	+6%	485k	25.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$12M	-4%	542k	22.05	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$12M		297k	39.07	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$11M	-2%	379k	30.11	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$11M	+7%	256k	41.31	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$10M	+110%	109k	94.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$10M	+2%	56k	181.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$10M		442k	23.15	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.3	$9.9M	+2%	208k	47.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$9.7M	+41%	152k	63.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$9.3M	-10%	85k	109.49	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$9.2M		170k	54.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$8.9M	+3%	116k	77.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$7.9M		26k	302.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.9M	+15%	41k	194.35	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$6.4M	+36%	95k	67.58	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.4M	-2%	87k	73.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$6.3M	+2%	36k	176.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.3M	+130%	26k	237.71	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$6.2M		133k	46.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.9M		17k	337.47	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$5.8M		85k	68.90	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$5.5M	+51%	55k	100.81	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.2M		55k	93.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.7M	-26%	96k	48.97	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.3M	-2%	52k	82.80	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$4.3M		81k	52.76	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$4.2M	+3%	124k	34.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$4.1M	-10%	37k	111.72	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.0M	+42%	13k	303.10	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$4.0M	+1455%	113k	35.41	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$4.0M	+15%	191k	20.88	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$4.0M	+3%	195k	20.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.9M	+7%	14k	284.59	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.5M	NEW	69k	51.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.5M	+25%	57k	62.02	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$3.5M	+4%	52k	66.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.2M	-11%	19k	171.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.1M	-3%	28k	109.76	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.1	$2.9M	+36%	122k	23.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.9M	+18%	12k	237.37	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$2.8M	-2%	106k	26.88	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$2.8M	-4%	96k	29.27	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$2.7M	+18%	118k	23.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$2.6M		106k	24.36	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.5M	-8%	24k	104.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.5M	+15%	18k	134.33	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$2.3M		20k	115.69	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$2.3M	-2%	31k	72.94	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.2M	+11%	48k	45.18	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$2.0M	+17%	88k	23.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.8M	-26%	29k	61.65	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.1	$1.7M	-4%	67k	25.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.6M	-30%	3.8k	436.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.6M		38k	42.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.6M	+5%	60k	26.59	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$1.5M	NEW	51k	28.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.4M	+33%	24k	59.65	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$1.4M	-3%	24k	56.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.4M	-3%	6.4k	215.48	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$1.2M	+34%	50k	24.70	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$1.2M	NEW	12k	102.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.2M		51k	22.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$1.1M	+20%	11k	99.68	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$992k		47k	20.99	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$872k	NEW	9.8k	89.04	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$855k	+27%	13k	65.07	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$810k	+10%	22k	36.80	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$781k	+11%	5.9k	132.52	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$776k	+41%	26k	29.67	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$774k	+142%	7.9k	98.25	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$762k		13k	60.87	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$687k		18k	38.20	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.0	$667k	+3%	14k	47.63	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$650k	-2%	13k	50.69	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.0	$646k	-2%	22k	29.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$629k	-8%	9.9k	63.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$604k	+11%	7.6k	79.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$463k	-3%	5.8k	80.34	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$426k	-42%	4.8k	89.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$396k	NEW	9.9k	39.99	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$392k	+4%	8.1k	48.42	View chart
Apple (AAPL)	0.0	$368k	+2%	1.8k	201.09	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.0	$352k	+41%	12k	29.96	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.0	$324k	-36%	4.1k	78.61	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.0	$324k	-3%	12k	27.23	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$320k	-2%	8.2k	39.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$310k	+3%	3.5k	88.84	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$304k	+7%	5.5k	54.86	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$304k	+28%	2.4k	125.94	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$271k	NEW	2.7k	100.91	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$249k	NEW	5.5k	45.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$245k	NEW	5.0k	48.59	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.0	$240k	NEW	4.6k	51.93	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.0	$227k	+9%	7.4k	30.53	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$226k	NEW	4.2k	54.36	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$218k	-58%	4.6k	47.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$206k		11k	19.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$206k		11k	19.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$205k		9.9k	20.69	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$201k	-5%	8.2k	24.66	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 Q2 filed July 18, 2025
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

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