SigFig Wealth Management

SigFig Wealth Management as of March 31, 2025

Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 127 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 15.3 $424M 3.5M 121.39
Ishares Tr Core Us Aggbd Et (AGG) 11.0 $305M 3.1M 98.61
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 7.4 $204M 1.9M 109.38
Ishares Tr Core Total Usd (IUSB) 6.8 $188M 4.1M 45.98
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.9 $164M 4.6M 35.98
Ishares Tr U S Equity Factr (LRGF) 4.1 $114M 2.0M 57.53
Goldman Sachs Etf Tr Activebeta Eme (GEM) 4.0 $111M 3.3M 33.26
Vanguard Index Fds Extend Mkt Etf (VXF) 3.7 $101M 587k 172.98
Ishares Tr Core Msci Eafe (IEFA) 3.4 $95M 1.2M 76.04
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 3.2 $88M 6.6M 13.46
Ishares Tr Broad Usd High (USHY) 3.0 $83M 2.2M 36.77
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $75M 721k 104.01
Ishares Core Msci Emkt (IEMG) 2.6 $73M 1.4M 53.87
Ishares Tr Jpmorgan Usd Emg (EMB) 2.4 $66M 727k 90.21
Ishares Tr Core S&p500 Etf (IVV) 1.8 $50M 89k 558.12
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $34M 133k 257.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $34M 66k 510.80
Ishares Tr Esg Msci Usa Etf (USXF) 1.1 $31M 669k 46.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.1 $31M 650k 47.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $28M 550k 50.83
Dbx Etf Tr Xtrackers Msci (USSG) 0.9 $25M 507k 50.16
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.8 $24M 543k 43.27
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $22M 342k 63.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $20M 572k 34.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $20M 909k 21.48
Ishares Tr Esg Eafe Etf (DMXF) 0.6 $16M 232k 67.64
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $15M 300k 48.82
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $13M 340k 37.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $13M 280k 44.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $12M 156k 78.24
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $12M 455k 26.77
Ishares Esg Awr Msci Em (ESGE) 0.4 $10M 293k 35.00
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.3 $9.4M 204k 46.35
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $9.3M 55k 169.61
Ishares Tr Esg Aware Msci (ESML) 0.3 $9.2M 239k 38.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $8.8M 569k 15.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $8.7M 95k 92.55
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $8.6M 112k 76.41
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $8.3M 171k 48.49
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $8.2M 90k 92.19
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $6.7M 35k 188.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $6.6M 27k 246.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $6.5M 89k 73.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $6.5M 131k 49.54
Ishares Tr Eafe Value Etf (EFV) 0.2 $6.4M 108k 59.47
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $6.1M 567k 10.81
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $6.1M 132k 46.28
Vanguard Index Fds Value Etf (VTV) 0.2 $5.9M 35k 170.83
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $5.8M 84k 69.99
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.2 $5.7M 70k 81.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $5.5M 443k 12.39
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $5.5M 390k 14.04
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.3M 17k 306.77
Ishares Tr Mbs Etf (MBB) 0.2 $5.2M 56k 93.66
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.5M 53k 83.59
Ishares Tr Rusel 2500 Etf (SMMD) 0.2 $4.4M 70k 62.66
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $4.2M 41k 100.84
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $4.1M 79k 52.35
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $4.1M 52k 80.12
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $3.7M 36k 103.14
Ishares Tr Intl Eqty Factor (INTF) 0.1 $3.7M 119k 31.10
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $3.5M 165k 21.30
Vanguard Index Fds Large Cap Etf (VV) 0.1 $3.2M 13k 255.47
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.2M 29k 110.18
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.0M 101k 30.10
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.1 $3.0M 50k 60.35
Ishares Tr U.s. Tech Etf (IYW) 0.1 $3.0M 21k 140.66
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $3.0M 109k 27.20
Ishares Msci Emrg Chn (EMXC) 0.1 $2.9M 53k 55.18
Ishares Tr National Mun Etf (MUB) 0.1 $2.8M 27k 106.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.6M 45k 58.21
Ishares Tr S&p 100 Etf (OEF) 0.1 $2.5M 9.3k 269.22
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $2.4M 189k 12.53
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $2.3M 12k 200.86
Ishares Gold Tr Ishares New (IAU) 0.1 $2.3M 39k 58.13
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.3M 10k 221.64
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $2.1M 99k 21.70
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $2.1M 32k 67.05
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $2.1M 90k 23.41
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $2.0M 20k 102.01
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.0M 5.5k 370.40
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $1.9M 70k 27.56
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.9M 16k 121.22
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.9M 43k 43.79
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $1.9M 104k 17.91
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.7M 75k 23.02
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $1.5M 38k 40.05
Ishares Tr Russell 2000 Etf (IWM) 0.0 $1.3M 6.6k 200.46
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $1.3M 25k 52.00
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $1.2M 32k 36.56
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $1.1M 50k 22.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $1.1M 18k 59.30
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $931k 37k 25.19
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $916k 9.4k 97.19
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $722k 20k 36.10
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $721k 13k 56.95
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $707k 57k 12.32
Ishares Tr Conv Bd Etf (ICVT) 0.0 $698k 8.3k 83.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $673k 5.3k 127.55
Ishares Tr Core Div Grwth (DGRO) 0.0 $662k 11k 61.15
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $658k 10k 64.06
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $643k 14k 47.44
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.0 $627k 18k 35.22
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $610k 13k 46.57
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.0 $609k 23k 26.66
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $557k 48k 11.70
Ishares Tr High Yld Systm B (HYDB) 0.0 $521k 11k 47.03
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $503k 6.8k 74.00
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $496k 19k 26.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $473k 6.0k 78.80
Ishares Tr Intl Div Grwth (IGRO) 0.0 $470k 6.5k 72.81
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $384k 7.8k 49.41
Apple (AAPL) 0.0 $338k 1.8k 189.70
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.0 $321k 3.3k 98.65
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.0 $319k 12k 25.95
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.0 $311k 8.4k 37.12
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $295k 3.4k 87.79
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $264k 6.9k 38.49
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $251k 5.2k 48.66
Blackrock Etf Trust Ishares Advantag (BALI) 0.0 $237k 8.3k 28.61
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $229k 7.3k 31.52
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $218k 8.6k 25.32
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $215k 1.9k 114.15
Ishares Tr High Yld Corp Bd (HYGW) 0.0 $214k 6.8k 31.46
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $208k 11k 19.58
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.0 $208k 11k 19.48
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $206k 10k 20.67