SigFig Wealth Management

SigFig Wealth Management as of March 31, 2023

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 97 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 14.1 $256M 2.6M 99.63
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 8.7 $159M 2.0M 81.22
Ishares Tr Core Total Usd (IUSB) 8.0 $145M 3.1M 46.15
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.6 $120M 3.9M 30.81
Vanguard Index Fds Extend Mkt Etf (VXF) 4.9 $89M 631k 140.20
Goldman Sachs Etf Tr Activebeta Eme (GEM) 4.7 $85M 2.9M 29.77
Ishares Tr U S Equity Factr (LRGF) 4.6 $84M 2.0M 41.44
Ishares Tr Core Msci Eafe (IEFA) 4.5 $82M 1.2M 66.94
Ishares Tr Jpmorgan Usd Emg (EMB) 3.9 $71M 823k 86.17
Ishares Core Msci Emkt (IEMG) 3.7 $68M 1.4M 48.63
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.4 $62M 4.4M 14.22
Ishares Tr Broad Usd High (USHY) 3.3 $61M 1.7M 35.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $57M 1.3M 45.36
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.1 $38M 1.4M 27.09
Ishares Tr National Mun Etf (MUB) 1.6 $29M 266k 107.81
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.6 $29M 154k 186.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $24M 571k 41.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $21M 411k 50.66
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $20M 599k 32.92
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $19M 532k 36.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $13M 56k 222.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $11M 233k 48.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $11M 218k 51.92
Ishares Tr Esg Msci Usa Etf (USXF) 0.6 $11M 324k 33.07
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $11M 221k 48.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $11M 137k 76.49
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $9.1M 180k 50.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $8.9M 151k 58.54
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.5 $8.2M 114k 72.08
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.4 $8.0M 185k 43.23
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $7.4M 97k 76.75
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $7.4M 212k 34.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $6.9M 276k 25.02
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $6.8M 55k 124.06
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.4 $6.6M 176k 37.58
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $6.5M 69k 93.68
Ishares Tr Mbs Etf (MBB) 0.4 $6.4M 68k 94.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $6.2M 82k 74.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $6.1M 133k 45.88
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $5.9M 43k 138.92
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $5.8M 250k 23.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.3 $5.4M 117k 46.55
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $5.4M 41k 131.93
Ishares Tr Rus 1000 Etf (IWB) 0.3 $5.2M 24k 215.17
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $5.1M 86k 59.59
Vanguard Bd Index Fds Long Term Bond (BLV) 0.3 $5.1M 66k 76.64
Ishares Tr Esg Aware Msci (ESML) 0.3 $5.1M 149k 33.99
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $5.0M 163k 30.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.6M 51k 90.45
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.5M 142k 31.51
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.3M 53k 81.54
Ishares Tr Tips Bd Etf (TIP) 0.2 $4.3M 38k 112.40
Ishares Tr Eafe Value Etf (EFV) 0.2 $4.2M 87k 48.53
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.6M 19k 189.56
Ishares Tr Intl Eqty Factor (INTF) 0.2 $3.4M 130k 26.49
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.4M 18k 186.81
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.2 $3.2M 156k 20.59
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.2 $3.1M 113k 27.92
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $3.0M 68k 44.37
Ishares Tr U.s. Tech Etf (IYW) 0.2 $2.9M 31k 92.81
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $2.8M 113k 24.96
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $2.6M 47k 55.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.5M 35k 71.58
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $2.4M 40k 59.10
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $2.1M 46k 46.47
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $2.0M 99k 20.77
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.0M 28k 72.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.0M 48k 41.20
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $1.9M 102k 18.36
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.8M 7.2k 249.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.6M 33k 48.35
Vanguard Index Fds Value Etf (VTV) 0.1 $1.6M 11k 138.11
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.6M 14k 114.54
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.5M 19k 77.99
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.4M 9.2k 156.78
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $1.4M 31k 45.24
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $1.3M 20k 62.31
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.2M 53k 23.02
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $1.1M 21k 51.79
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.1M 5.9k 178.40
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $973k 14k 71.90
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $887k 4.2k 210.92
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $744k 35k 21.32
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $693k 20k 34.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $692k 18k 39.46
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $672k 8.9k 75.89
Ishares Tr Faln Angls Usd (FALN) 0.0 $586k 23k 25.27
Ishares Tr Us Infrastruc (IFRA) 0.0 $530k 14k 37.32
Apple (AAPL) 0.0 $435k 2.5k 176.46
Ishares Tr Core Div Grwth (DGRO) 0.0 $410k 8.2k 49.99
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $399k 3.8k 104.68
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $350k 11k 30.70
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $336k 7.0k 47.88
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $329k 14k 24.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $282k 2.7k 105.50
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $265k 2.4k 109.39
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $264k 2.8k 93.47