SigFig Wealth Management

SigFig Wealth Management as of Sept. 30, 2023

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 108 positions in its portfolio as reported in the September 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) 13.7 $341M 3.6M 94.19
Ishares Tr Core Us Aggbd Et (AGG) 10.3 $256M 2.7M 94.04
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 6.7 $168M 2.0M 84.23
Ishares Tr Core Total Usd (IUSB) 5.8 $146M 3.3M 43.71
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.9 $123M 4.1M 30.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.8 $119M 2.4M 50.26
Ishares Tr Core Msci Eafe (IEFA) 3.6 $91M 1.4M 64.36
Vanguard Index Fds Extend Mkt Etf (VXF) 3.6 $90M 629k 143.33
Ishares Tr U S Equity Factr (LRGF) 3.5 $88M 2.0M 43.32
Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.4 $85M 3.0M 28.66
Ishares Tr Core S&p500 Etf (IVV) 3.3 $82M 190k 429.43
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $73M 778k 94.33
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.8 $71M 4.7M 14.95
Ishares Core Msci Emkt (IEMG) 2.6 $65M 1.4M 47.59
Ishares Tr Broad Usd High (USHY) 2.6 $64M 1.8M 34.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $53M 1.2M 43.73
Ishares Tr Jpmorgan Usd Emg (EMB) 2.0 $50M 606k 82.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $34M 88k 392.70
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.2 $29M 1.2M 24.36
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.1 $28M 518k 54.82
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.0 $25M 126k 194.66
Ishares Tr National Mun Etf (MUB) 0.9 $22M 217k 102.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $22M 553k 39.28
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $20M 405k 48.10
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $17M 489k 34.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $17M 543k 31.01
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $15M 338k 45.30
Ishares Tr Esg Msci Usa Etf (USXF) 0.6 $15M 440k 34.66
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.5 $12M 300k 40.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $11M 52k 216.29
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $11M 233k 47.83
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $10M 146k 71.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $10M 137k 75.17
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.4 $10M 259k 39.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $9.8M 191k 51.44
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $7.2M 125k 57.09
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $7.0M 97k 72.31
Ishares Tr Esg Aware Msci (ESML) 0.3 $6.8M 201k 33.65
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $6.6M 195k 33.96
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $6.3M 71k 89.97
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $6.2M 259k 23.94
Ishares Tr Eafe Value Etf (EFV) 0.2 $6.1M 125k 48.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $5.7M 131k 43.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.6M 80k 69.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $5.6M 42k 131.79
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $5.5M 37k 147.41
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.4M 22k 241.60
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $5.4M 91k 59.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $5.3M 92k 57.60
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $5.1M 117k 43.78
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.9M 162k 30.28
Ishares Tr Mbs Etf (MBB) 0.2 $4.8M 54k 88.80
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $4.6M 54k 86.30
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $4.6M 106k 43.19
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $4.5M 67k 67.06
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $4.5M 89k 50.74
Ishares Tr Tips Bd Etf (TIP) 0.2 $4.5M 43k 103.75
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $4.3M 59k 72.38
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $4.2M 84k 50.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.1M 51k 80.63
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $4.1M 145k 28.49
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.2M 17k 195.70
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.2M 17k 189.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.2M 13k 249.35
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.2M 122k 25.85
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $3.1M 85k 36.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.0M 34k 88.69
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $2.7M 152k 18.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.7M 29k 93.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.7M 52k 51.69
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $2.5M 111k 22.75
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.5M 100k 24.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.2M 5.2k 427.45
Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.2M 32k 68.77
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $2.1M 98k 21.11
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $2.0M 89k 22.04
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $1.9M 41k 47.08
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.8M 18k 102.02
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.8M 37k 49.25
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.8M 6.6k 272.31
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $1.7M 39k 44.10
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $1.7M 96k 17.82
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.6M 33k 48.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.6M 23k 68.42
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.6M 15k 104.92
Vanguard Index Fds Value Etf (VTV) 0.1 $1.5M 11k 137.93
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.4M 18k 81.41
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.4M 43k 31.82
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.0 $1.2M 23k 53.02
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.1M 6.3k 176.75
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $1.0M 48k 21.76
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $919k 4.4k 208.23
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $906k 18k 50.20
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $647k 36k 18.03
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $643k 19k 33.90
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $606k 8.8k 69.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $585k 7.9k 73.72
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $571k 9.6k 59.16
Ishares Tr Us Infrastruc (IFRA) 0.0 $543k 15k 36.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $540k 14k 37.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $505k 4.9k 102.86
Ishares Tr Core Div Grwth (DGRO) 0.0 $477k 9.6k 49.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $423k 4.1k 103.32
Apple (AAPL) 0.0 $410k 2.2k 186.17
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $388k 8.2k 47.32
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $368k 16k 23.75
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $367k 12k 29.91
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $340k 8.4k 40.27