SigFig Wealth Management

SigFig Wealth Management as of Dec. 31, 2024

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 124 positions in its portfolio as reported in the December 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) 16.3 $449M 3.5M 129.04
Ishares Tr Core Us Aggbd Et (AGG) 10.6 $293M 3.0M 96.90
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.8 $216M 1.9M 115.60
Ishares Tr Core Total Usd (IUSB) 6.6 $181M 4.0M 45.23
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.5 $151M 4.5M 33.35
Ishares Tr U S Equity Factr (LRGF) 4.3 $120M 2.0M 60.61
Vanguard Index Fds Extend Mkt Etf (VXF) 4.2 $116M 612k 190.18
Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.8 $105M 3.3M 32.00
Ishares Tr Core Msci Eafe (IEFA) 3.1 $87M 1.2M 70.13
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.0 $84M 6.5M 12.93
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $81M 706k 114.97
Ishares Tr Broad Usd High (USHY) 2.9 $81M 2.2M 36.78
Ishares Core Msci Emkt (IEMG) 2.5 $68M 1.3M 52.17
Ishares Tr Jpmorgan Usd Emg (EMB) 2.3 $63M 707k 89.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $36M 66k 540.99
Ishares Tr Core S&p500 Etf (IVV) 1.2 $33M 56k 590.98
Ishares Tr Esg Msci Usa Etf (USXF) 1.2 $32M 649k 49.97
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.1 $29M 628k 46.51
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $27M 102k 264.16
Dbx Etf Tr Xtrckr Msci Us (USSG) 1.0 $27M 496k 54.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $27M 558k 47.64
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.8 $23M 535k 42.57
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $23M 355k 63.33
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $19M 214k 88.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $18M 543k 33.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $16M 733k 22.38
Ishares Tr Esg Eafe Etf (DMXF) 0.5 $15M 233k 64.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $15M 299k 49.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $13M 355k 37.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $12M 283k 43.62
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $12M 455k 27.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $12M 157k 77.25
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $9.7M 94k 102.42
Ishares Esg Awr Msci Em (ESGE) 0.3 $9.6M 287k 33.52
Ishares Tr Esg Aware Msci (ESML) 0.3 $9.5M 227k 41.99
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.3 $9.3M 200k 46.25
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $9.2M 39k 237.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $8.9M 528k 16.77
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $8.7M 168k 51.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $8.4M 47k 178.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $8.4M 112k 74.83
Ishares Tr Eafe Value Etf (EFV) 0.3 $7.0M 134k 52.39
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $7.0M 72k 97.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.9M 28k 245.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $6.9M 137k 50.15
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $6.8M 55k 123.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $6.7M 92k 72.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $6.3M 552k 11.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $6.0M 133k 45.37
Ishares Tr Mbs Etf (MBB) 0.2 $5.9M 64k 91.76
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $5.8M 85k 68.71
Vanguard Index Fds Value Etf (VTV) 0.2 $5.7M 34k 168.94
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.6M 18k 313.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $5.6M 378k 14.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $5.4M 427k 12.64
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $5.4M 56k 95.50
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $4.5M 24k 190.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.4M 53k 82.89
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $4.1M 78k 52.02
Ishares Msci Emrg Chn (EMXC) 0.1 $3.6M 66k 55.52
Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $3.5M 52k 67.91
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.4M 119k 28.76
Ishares Tr U.s. Tech Etf (IYW) 0.1 $3.3M 21k 161.00
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $3.3M 169k 19.72
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.3M 12k 270.77
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $3.3M 51k 64.33
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.2M 105k 30.13
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.1M 29k 106.41
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $2.9M 108k 26.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.7M 44k 62.17
Ishares Tr National Mun Etf (MUB) 0.1 $2.6M 25k 106.53
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $2.4M 185k 13.21
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.4M 5.9k 414.16
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.4M 27k 87.80
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.3M 9.5k 240.10
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $2.3M 11k 207.89
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.2M 20k 110.86
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $2.2M 32k 69.80
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $2.1M 101k 20.51
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $2.0M 74k 27.21
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.9M 99k 19.26
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.8M 14k 129.36
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.8M 80k 22.75
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.7M 40k 43.47
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $1.6M 68k 23.47
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.5M 38k 40.26
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 6.6k 220.69
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $1.4M 26k 52.21
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M 49k 22.47
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $936k 8.7k 108.19
Ishares Gold Tr Ishares New (IAU) 0.0 $889k 18k 49.22
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $751k 13k 59.71
Ishares Tr Core Div Grwth (DGRO) 0.0 $747k 12k 61.24
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $736k 58k 12.80
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $718k 20k 36.07
Ishares Tr Us Infrastruc (IFRA) 0.0 $716k 16k 46.18
Ishares Tr Conv Bd Etf (ICVT) 0.0 $694k 8.2k 85.10
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $687k 27k 25.60
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $654k 10k 63.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $597k 4.7k 127.32
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $596k 14k 43.64
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $586k 23k 25.73
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $568k 44k 12.85
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $565k 18k 32.06
Ishares Tr High Yld Systm B (HYDB) 0.0 $517k 11k 46.96
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $490k 6.2k 78.66
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $481k 20k 24.70
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $422k 7.3k 58.02
Ishares Tr Intl Div Grwth (IGRO) 0.0 $389k 5.7k 67.76
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $382k 8.1k 46.89
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $364k 5.4k 67.75
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $348k 3.5k 99.85
Apple (AAPL) 0.0 $338k 1.8k 189.70
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $330k 8.3k 39.66
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $326k 6.3k 51.75
Blackrock Etf Trust Int Dividend Etf (BIDD) 0.0 $292k 12k 24.71
Ishares Tr S&p 100 Etf (OEF) 0.0 $258k 889.00 290.43
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $254k 6.1k 41.81
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $234k 4.8k 48.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $233k 2.7k 86.46
Blackrock Etf Trust Ishares Advantag (BALI) 0.0 $206k 6.8k 30.39
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $205k 11k 19.44
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $204k 11k 19.46
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $204k 9.8k 20.66