SigFig Wealth Management

SigFig Wealth Management as of Dec. 31, 2023

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 116 positions in its portfolio as reported in the December 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) 14.5 $381M 3.6M 105.23
Ishares Tr Core Us Aggbd Et (AGG) 10.3 $272M 2.7M 99.13
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.1 $187M 2.0M 93.81
Ishares Tr Core Total Usd (IUSB) 5.9 $155M 3.4M 46.07
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.1 $135M 4.1M 32.66
Vanguard Index Fds Extend Mkt Etf (VXF) 3.9 $104M 631k 164.42
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.7 $99M 1.8M 55.90
Ishares Tr U S Equity Factr (LRGF) 3.7 $98M 2.0M 48.29
Ishares Tr Core Msci Eafe (IEFA) 3.6 $96M 1.4M 70.25
Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.5 $92M 3.0M 30.69
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $87M 803k 108.25
Ishares Tr Core S&p500 Etf (IVV) 2.9 $78M 162k 477.63
Ishares Core Msci Emkt (IEMG) 2.6 $68M 1.4M 50.42
Ishares Tr Broad Usd High (USHY) 2.6 $68M 1.9M 36.35
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.5 $66M 4.9M 13.30
Ishares Tr Jpmorgan Usd Emg (EMB) 2.1 $55M 616k 88.71
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $49M 1.0M 47.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $37M 84k 436.80
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.0 $27M 481k 56.02
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $24M 943k 25.22
Ishares Tr Esg Msci Usa Etf (USXF) 0.8 $20M 507k 39.82
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.8 $20M 93k 216.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $20M 488k 41.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $20M 388k 51.14
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.7 $19M 393k 47.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $17M 503k 33.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $16M 446k 35.80
Ishares Tr National Mun Etf (MUB) 0.6 $15M 142k 108.38
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.6 $15M 339k 43.26
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.5 $13M 303k 44.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $12M 245k 49.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M 147k 77.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $11M 47k 226.81
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $10M 125k 81.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $9.7M 192k 50.77
Ishares Tr Esg Eafe Etf (DMXF) 0.4 $9.4M 148k 63.88
Ishares Tr Esg Aware Msci (ESML) 0.3 $8.8M 233k 38.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $7.9M 322k 24.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $7.9M 213k 37.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $7.8M 102k 76.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $6.5M 88k 73.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $6.5M 44k 147.14
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $6.3M 61k 103.07
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $6.2M 134k 46.63
Ishares Esg Awr Msci Em (ESGE) 0.2 $6.1M 190k 32.06
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $6.0M 151k 40.08
Ishares Tr Eafe Value Etf (EFV) 0.2 $5.9M 113k 52.10
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.2 $5.6M 124k 45.47
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.6M 22k 258.45
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $5.5M 119k 46.36
Ishares Tr Mbs Etf (MBB) 0.2 $5.2M 55k 94.08
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $5.2M 70k 74.58
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $4.6M 26k 175.22
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $4.3M 86k 50.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.3M 53k 81.68
Ishares Tr Tips Bd Etf (TIP) 0.2 $4.1M 38k 107.12
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.9M 135k 28.84
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.7M 37k 98.88
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $3.6M 21k 168.54
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $3.6M 37k 96.85
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.5M 124k 28.03
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $3.4M 32k 104.92
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.2M 15k 218.15
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.1 $3.2M 44k 73.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.1M 61k 51.82
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $3.1M 118k 26.65
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.1M 15k 213.32
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.9M 68k 42.18
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $2.9M 49k 58.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.8M 26k 110.66
Vanguard Index Fds Value Etf (VTV) 0.1 $2.8M 18k 149.50
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $2.7M 157k 17.29
Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.7M 22k 122.75
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $2.7M 51k 52.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.5M 9.1k 277.16
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.4M 94k 25.39
Ishares Tr S&p 100 Etf (OEF) 0.1 $2.2M 9.9k 223.39
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $2.2M 44k 50.74
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.1M 6.8k 310.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.0M 4.3k 475.31
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.9M 20k 91.05
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $1.8M 96k 19.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.8M 24k 75.10
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.7M 35k 50.35
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.7M 38k 45.15
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $1.6M 84k 19.36
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M 21k 75.07
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $1.4M 23k 58.81
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.4M 58k 23.27
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M 6.6k 200.71
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $1.3M 37k 35.20
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.1M 17k 65.06
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $1.1M 23k 47.03
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $980k 4.2k 232.64
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $956k 20k 48.69
Ishares Msci Emrg Chn (EMXC) 0.0 $941k 17k 55.41
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $818k 36k 23.04
Ishares Tr Global Energ Etf (IXC) 0.0 $720k 18k 39.11
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $671k 19k 35.55
Ishares Tr Us Infrastruc (IFRA) 0.0 $656k 16k 40.27
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $653k 8.4k 78.03
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $638k 38k 16.95
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $600k 9.4k 63.75
Ishares Tr Core Div Grwth (DGRO) 0.0 $597k 11k 53.82
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $563k 7.3k 77.39
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $488k 11k 43.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $483k 4.3k 111.63
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $477k 9.1k 52.66
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $413k 16k 25.43
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $396k 12k 32.60
Apple (AAPL) 0.0 $395k 2.1k 190.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $365k 9.1k 40.21
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $332k 3.1k 108.26
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $260k 2.5k 105.43
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $227k 3.6k 62.34
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $213k 5.8k 36.57