SigFig Wealth Management

SigFig Wealth Management as of June 30, 2023

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 105 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 13.9 $359M 3.7M 96.78
Ishares Tr Core Us Aggbd Et (AGG) 10.0 $259M 2.6M 97.83
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 6.6 $170M 2.0M 86.27
Ishares Tr Core Total Usd (IUSB) 5.7 $146M 3.2M 45.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.8 $124M 2.4M 51.50
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.7 $122M 3.9M 30.98
Vanguard Index Fds Extend Mkt Etf (VXF) 3.7 $94M 639k 147.80
Ishares Tr Core S&p500 Etf (IVV) 3.6 $93M 212k 440.31
Ishares Tr U S Equity Factr (LRGF) 3.5 $91M 2.1M 44.06
Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.3 $86M 2.9M 29.73
Ishares Tr Core Msci Eafe (IEFA) 3.1 $80M 1.2M 66.86
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $78M 787k 99.56
Ishares Tr Jpmorgan Usd Emg (EMB) 2.8 $73M 850k 85.67
Ishares Core Msci Emkt (IEMG) 2.6 $68M 1.4M 48.85
Ishares Tr Broad Usd High (USHY) 2.4 $62M 1.8M 35.11
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.4 $62M 4.6M 13.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $58M 1.3M 45.82
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $37M 92k 402.51
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $35M 1.3M 26.74
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $30M 549k 55.00
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.1 $27M 137k 199.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $23M 565k 41.34
Ishares Tr National Mun Etf (MUB) 0.9 $23M 216k 106.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $23M 455k 50.16
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $19M 570k 32.66
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $18M 518k 35.20
Ishares Tr Esg Msci Usa Etf (USXF) 0.5 $14M 388k 35.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $13M 57k 225.10
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $13M 273k 47.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $12M 239k 48.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $11M 215k 52.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M 140k 75.52
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.4 $9.6M 226k 42.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $9.6M 166k 57.72
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $9.0M 120k 75.40
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.3 $8.6M 214k 40.19
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $8.4M 166k 50.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $7.8M 58k 133.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $7.4M 212k 34.66
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $7.3M 97k 75.08
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $6.9M 44k 156.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $6.8M 280k 24.30
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $6.8M 72k 94.09
Ishares Tr Mbs Etf (MBB) 0.3 $6.6M 71k 93.06
Ishares Tr Esg Aware Msci (ESML) 0.3 $6.5M 184k 35.37
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $6.3M 42k 149.68
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $6.1M 132k 46.21
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $6.1M 101k 59.98
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $5.9M 256k 22.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.8M 79k 73.63
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $5.5M 120k 45.83
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.5M 24k 228.22
Ishares Esg Awr Msci Em (ESGE) 0.2 $5.3M 168k 31.39
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $5.1M 68k 74.14
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $4.8M 155k 30.74
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $4.7M 49k 96.33
Ishares Tr Eafe Value Etf (EFV) 0.2 $4.3M 89k 48.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.3M 54k 80.49
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $3.8M 86k 43.96
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.6M 18k 197.76
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.5M 32k 110.17
Ishares Tr U.s. Tech Etf (IYW) 0.1 $3.5M 33k 107.33
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.4M 17k 200.31
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.3M 126k 26.49
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $3.3M 84k 38.83
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $3.1M 152k 20.63
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.9M 103k 28.29
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $2.9M 115k 25.02
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.4M 34k 71.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.4M 9.3k 259.90
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $2.3M 39k 58.71
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $2.2M 30k 73.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.1M 4.7k 438.13
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $2.1M 103k 19.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.0M 48k 41.04
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $2.0M 43k 45.99
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.9M 6.8k 278.89
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $1.7M 95k 18.49
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.6M 19k 83.18
Vanguard Index Fds Value Etf (VTV) 0.1 $1.6M 11k 140.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.6M 33k 48.49
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.6M 14k 109.88
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $1.5M 31k 48.25
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.4M 8.6k 162.18
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $1.2M 54k 22.61
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $1.2M 22k 54.32
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $1.2M 19k 61.84
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $1.1M 19k 59.09
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.1M 6.1k 186.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $1.0M 14k 72.06
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $925k 4.2k 218.06
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $714k 34k 20.74
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $673k 20k 34.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $653k 17k 39.25
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $641k 8.5k 75.10
Ishares Tr Faln Angls Usd (FALN) 0.0 $589k 23k 25.19
Ishares Tr Us Infrastruc (IFRA) 0.0 $586k 15k 38.86
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $465k 4.5k 103.96
Apple (AAPL) 0.0 $446k 2.5k 180.66
Ishares Tr Core Div Grwth (DGRO) 0.0 $405k 7.9k 51.06
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $388k 7.9k 49.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $370k 3.5k 105.25
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $369k 12k 30.59
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $363k 15k 24.32
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $259k 2.8k 93.54