SigFig Wealth Management

SigFig Wealth Management as of June 30, 2024

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 123 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 16.1 $429M 3.6M 118.78
Ishares Tr Core Us Aggbd Et (AGG) 10.2 $272M 2.8M 96.95
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 8.0 $214M 2.0M 106.95
Ishares Tr Core Total Usd (IUSB) 6.3 $168M 3.7M 45.22
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.4 $144M 4.3M 33.65
Ishares Tr U S Equity Factr (LRGF) 4.3 $114M 2.0M 55.69
Vanguard Index Fds Extend Mkt Etf (VXF) 4.1 $108M 642k 168.79
Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.9 $103M 3.1M 32.67
Ishares Tr Core Msci Eafe (IEFA) 3.4 $90M 1.2M 72.38
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $83M 782k 106.66
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.0 $79M 5.6M 14.05
Ishares Tr Broad Usd High (USHY) 2.7 $73M 2.0M 36.28
Ishares Core Msci Emkt (IEMG) 2.6 $70M 1.3M 53.32
Ishares Tr Jpmorgan Usd Emg (EMB) 2.2 $58M 652k 88.32
Ishares Tr Core S&p500 Etf (IVV) 2.1 $57M 104k 547.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $35M 70k 500.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $33M 677k 49.15
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.2 $32M 491k 64.00
Ishares Tr Esg Msci Usa Etf (USXF) 1.1 $28M 605k 46.58
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $25M 409k 60.40
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.9 $24M 519k 46.61
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.7 $19M 372k 51.10
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.7 $19M 446k 42.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $17M 497k 33.96
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $15M 568k 26.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $15M 343k 43.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $15M 394k 36.79
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $13M 276k 48.67
Ishares Tr Esg Eafe Etf (DMXF) 0.5 $12M 184k 67.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $12M 153k 76.70
Ishares Tr Esg Aware Msci (ESML) 0.4 $11M 293k 38.50
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $9.9M 124k 80.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $9.7M 105k 92.54
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $9.5M 189k 50.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $9.2M 187k 49.46
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $9.1M 38k 239.54
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $8.3M 110k 74.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $8.0M 132k 60.51
Ishares Esg Awr Msci Em (ESGE) 0.3 $7.9M 237k 33.53
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.3 $7.8M 166k 46.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $7.7M 45k 170.76
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.3 $7.4M 165k 45.17
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $7.1M 81k 87.46
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $7.1M 33k 214.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $6.8M 94k 72.04
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $6.6M 65k 102.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $6.6M 227k 28.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $5.9M 184k 32.19
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $5.9M 129k 45.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $5.8M 359k 16.28
Ishares Tr National Mun Etf (MUB) 0.2 $5.7M 53k 106.52
Ishares Tr Mbs Etf (MBB) 0.2 $5.6M 61k 91.81
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.5M 19k 288.61
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $5.4M 22k 246.07
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $5.4M 77k 70.29
Vanguard Index Fds Value Etf (VTV) 0.2 $4.4M 27k 160.41
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $4.1M 23k 182.01
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.1M 51k 81.28
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.8M 36k 106.51
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.5M 118k 29.23
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.4M 14k 249.61
Ishares Tr U.s. Tech Etf (IYW) 0.1 $3.4M 23k 150.50
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.4M 113k 29.83
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $3.2M 53k 59.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.8M 31k 91.78
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $2.8M 35k 81.97
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $2.8M 110k 25.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.7M 46k 58.52
Ishares Tr Eafe Value Etf (EFV) 0.1 $2.6M 50k 53.04
Blackrock Etf Trust Ii Flexible Income (BINC) 0.1 $2.6M 50k 52.20
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $2.6M 168k 15.43
Ishares Msci Emrg Chn (EMXC) 0.1 $2.6M 43k 59.20
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.5M 11k 218.05
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.4M 6.4k 374.01
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.2M 21k 103.85
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.1M 80k 26.45
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $1.9M 96k 20.25
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $1.9M 29k 65.01
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.8M 43k 41.01
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $1.7M 85k 20.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.7M 14k 119.32
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.6M 31k 51.36
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.5M 67k 22.72
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $1.5M 23k 62.60
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.4M 7.1k 202.89
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.4M 37k 37.95
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $1.3M 36k 35.55
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $1.2M 27k 45.59
Ishares Tr Investment Grade (IGEB) 0.0 $1.1M 26k 44.36
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.1M 4.6k 242.11
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M 47k 22.57
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $916k 23k 40.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $846k 15k 57.99
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $807k 19k 41.53
Ishares Tr Core Div Grwth (DGRO) 0.0 $769k 13k 57.61
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $739k 21k 35.46
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $715k 11k 62.91
Ishares Tr Us Infrastruc (IFRA) 0.0 $660k 16k 42.12
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $622k 11k 55.04
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $621k 6.4k 97.27
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $620k 27k 23.23
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $602k 43k 14.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $555k 1.0k 544.22
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $541k 20k 26.73
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $528k 6.8k 77.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $524k 4.4k 118.60
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $519k 12k 44.78
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $507k 15k 33.35
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $502k 9.9k 50.74
Ishares Tr Conv Bd Etf (ICVT) 0.0 $493k 6.3k 78.63
Apple (AAPL) 0.0 $401k 2.1k 192.72
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $343k 3.3k 102.70
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $333k 8.5k 39.34
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $298k 12k 25.44
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $283k 4.1k 68.53
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $275k 7.4k 37.02
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $258k 5.0k 51.24
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA) 0.0 $237k 4.6k 51.94
Ishares Tr S&p 100 Etf (OEF) 0.0 $229k 868.00 264.29
Ishares Tr Faln Angls Usd (FALN) 0.0 $222k 8.5k 26.19
Ishares Tr Intl Div Grwth (IGRO) 0.0 $214k 3.2k 67.40
Ishares Tr Msci Eafe Etf (EFA) 0.0 $209k 2.8k 75.95
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $194k 10k 19.18