SigFig Wealth Management

SigFig Wealth Management as of Sept. 30, 2024

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 118 positions in its portfolio as reported in the September 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) 15.9 $438M 3.5M 125.16
Ishares Tr Core Us Aggbd Et (AGG) 10.7 $295M 2.9M 101.37
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.7 $212M 1.9M 112.55
Ishares Tr Core Total Usd (IUSB) 6.7 $186M 3.9M 47.24
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.7 $156M 4.3M 36.27
Ishares Tr U S Equity Factr (LRGF) 4.2 $116M 2.0M 58.58
Vanguard Index Fds Extend Mkt Etf (VXF) 4.2 $115M 634k 181.77
Goldman Sachs Etf Tr Activebeta Eme (GEM) 4.2 $115M 3.2M 35.63
Ishares Tr Core Msci Eafe (IEFA) 3.4 $93M 1.2M 77.93
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $82M 705k 116.56
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.9 $81M 6.0M 13.46
Ishares Tr Broad Usd High (USHY) 2.9 $81M 2.1M 37.60
Ishares Core Msci Emkt (IEMG) 2.7 $75M 1.3M 58.22
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $64M 689k 93.08
Ishares Tr Core S&p500 Etf (IVV) 1.5 $42M 73k 574.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $35M 67k 525.38
Ishares Tr Esg Msci Usa Etf (USXF) 1.1 $31M 624k 49.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $29M 538k 52.98
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.0 $28M 582k 48.69
Dbx Etf Tr Xtrckr Msci Us (USSG) 0.9 $25M 472k 53.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $24M 392k 61.62
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.8 $22M 506k 44.38
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $21M 80k 263.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $18M 516k 34.34
Ishares Tr Esg Eafe Etf (DMXF) 0.5 $15M 204k 72.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $14M 283k 50.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $14M 376k 37.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $13M 278k 47.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $12M 153k 78.83
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $12M 441k 27.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $11M 374k 29.49
Ishares Esg Awr Msci Em (ESGE) 0.4 $9.9M 269k 37.01
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $9.8M 183k 53.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $9.4M 99k 95.26
Ishares Tr Esg Aware Msci (ESML) 0.3 $9.2M 219k 41.75
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.3 $9.0M 189k 47.36
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $8.9M 185k 48.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $8.8M 36k 245.02
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $8.4M 107k 78.56
Blackrock Etf Trust Us Eqt Factor (DYNF) 0.3 $8.3M 169k 49.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $8.2M 46k 178.69
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $7.4M 82k 90.34
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.3 $7.3M 90k 80.98
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $7.2M 137k 52.69
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $6.9M 91k 75.28
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $6.7M 62k 107.90
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $6.7M 130k 51.15
Ishares Tr Eafe Value Etf (EFV) 0.2 $6.5M 113k 57.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $6.4M 237k 26.91
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $6.1M 129k 47.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $5.9M 198k 29.67
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $5.8M 77k 75.44
Ishares Tr Mbs Etf (MBB) 0.2 $5.8M 60k 96.21
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.6M 19k 298.91
Vanguard Index Fds Value Etf (VTV) 0.2 $5.5M 32k 173.95
Ishares Tr Core High Dv Etf (HDV) 0.2 $5.0M 43k 117.09
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $4.5M 23k 196.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.2M 50k 84.22
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.8M 120k 31.56
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $3.7M 45k 82.49
Ishares Msci Emrg Chn (EMXC) 0.1 $3.7M 59k 62.46
Blackrock Etf Trust Ii Flexible Income (BINC) 0.1 $3.6M 67k 53.55
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.3M 13k 262.11
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.3M 110k 29.93
Ishares Tr U.s. Tech Etf (IYW) 0.1 $3.2M 21k 151.01
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $3.1M 50k 62.54
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $3.1M 107k 29.26
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $3.0M 147k 20.47
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.0M 27k 109.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.8M 46k 62.27
Ishares Tr National Mun Etf (MUB) 0.1 $2.7M 25k 108.61
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $2.6M 178k 14.45
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.5M 26k 98.57
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.5M 6.5k 382.32
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $2.5M 36k 67.71
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.4M 9.9k 237.07
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.3M 21k 108.54
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $2.2M 31k 69.27
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $2.1M 95k 22.23
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.1M 77k 26.88
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.8M 76k 23.84
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.8M 14k 125.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.8M 46k 38.47
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.6M 39k 40.50
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.6M 34k 45.69
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $1.5M 30k 51.76
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 6.6k 220.34
Ishares Tr Investment Grade (IGEB) 0.0 $1.3M 27k 46.54
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M 48k 23.51
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $1.0M 42k 24.07
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $888k 26k 34.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $839k 7.8k 107.27
Ishares Tr Core Div Grwth (DGRO) 0.0 $770k 12k 62.40
Ishares Tr Us Infrastruc (IFRA) 0.0 $744k 16k 46.87
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $740k 12k 60.07
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $716k 19k 37.00
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $675k 10k 66.26
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $636k 22k 29.03
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $600k 12k 48.69
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $598k 17k 35.66
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $596k 43k 13.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $586k 4.6k 127.76
Ishares Tr Conv Bd Etf (ICVT) 0.0 $537k 6.4k 83.51
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $534k 6.6k 80.35
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $500k 19k 26.21
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $370k 3.4k 109.74
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA) 0.0 $347k 6.7k 51.98
Ishares Tr Intl Div Grwth (IGRO) 0.0 $343k 4.6k 74.67
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $341k 4.6k 73.75
Apple (AAPL) 0.0 $338k 1.8k 189.70
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $325k 8.1k 40.05
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $263k 6.1k 42.74
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $249k 9.9k 25.20
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $247k 5.0k 49.25
Ishares Tr S&p 100 Etf (OEF) 0.0 $239k 869.00 275.36
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $228k 2.7k 84.27
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $223k 2.5k 90.91
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $220k 4.1k 54.13