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SigFig Wealth Management

Latest statistics and disclosures from SigFig Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AGG, GSLC, IUSB, GSIE, and represent 44.23% of SigFig Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$10M), PDBC (+$7.2M), DYNF (+$6.9M), SPMO (+$5.0M), IVE, MDYG, GEM, AGG, IVW, GSIE.
Started 17 new stock positions in BSCO, BSCP, BINC, MDYG, HEFA, DYNF, SPMO, BSCQ, IVE, IGSB. FALN, VYMI, NUSC, ICVT, XMHQ, XMMO, MTUM.
Reduced shares in these 10 stocks: SPLG (-$31M), IVV (-$11M), VEA (-$6.7M), VONE (-$6.2M), , IJS (-$6.0M), VOO (-$5.2M), TFLO, SPAB, VTEB.
Sold out of its positions in QQQM, OEF, USMV, TFLO, SPYV, MDYV.
SigFig Wealth Management was a net seller of stock by $-34M.
SigFig Wealth Management has $2.7B in assets under management (AUM), dropping by 3.34%.
Central Index Key (CIK): 0001696957

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Portfolio Holdings for SigFig Wealth Management

SigFig Wealth Management holds 127 positions in its portfolio as reported in the March 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)	15.3	$418M		3.6M	115.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	10.0	$272M		2.8M	97.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.6	$208M		2.0M	103.79	View chart
Ishares Tr Core Total Usd (IUSB)	6.0	$163M	+6%	3.6M	45.59	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	5.3	$145M	+2%	4.2M	34.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	4.1	$111M		635k	175.27	View chart
Ishares Tr U S Equity Factr (LRGF)	4.0	$110M		2.0M	53.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$98M	-3%	1.3M	74.04	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	3.6	$98M	+3%	3.1M	31.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$86M	-2%	779k	110.52	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.8	$78M	-28%	1.3M	61.53	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.8	$76M	+10%	5.4M	13.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$74M	-12%	141k	525.73	View chart
Ishares Tr Broad Usd High (USHY)	2.6	$71M	+4%	1.9M	36.59	View chart
Ishares Core Msci Emkt (IEMG)	2.5	$67M	-3%	1.3M	51.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.1	$57M	+3%	637k	89.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$45M	-13%	892k	49.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$35M	-12%	74k	480.70	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$26M	-7%	444k	58.40	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.9	$25M	+9%	558k	45.15	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.8	$21M	+16%	456k	47.06	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$20M	-17%	777k	25.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$18M	-9%	442k	41.60	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.6	$17M	+16%	394k	42.83	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.6	$17M	+12%	339k	49.36	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$17M	-2%	489k	33.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$16M	-18%	316k	50.60	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.6	$16M	-28%	67k	238.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$15M	-5%	420k	36.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$13M	+6%	261k	49.19	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$12M	-19%	114k	107.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$11M		149k	76.67	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.4	$11M	+11%	165k	68.13	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$11M	+12%	261k	40.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$9.7M	-12%	41k	237.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$9.2M	-6%	180k	51.12	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$7.9M	+2%	105k	75.40	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$7.6M	-28%	89k	85.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$7.2M		44k	164.35	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$6.9M	NEW	156k	44.40	View chart
Ishares Esg Awr Msci Em (ESGE)	0.3	$6.9M	+11%	213k	32.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$6.7M	+4%	92k	72.62	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.2	$6.6M	+15%	144k	45.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$6.4M		209k	30.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$6.1M	+19%	31k	195.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$5.8M	+5%	339k	17.17	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$5.8M	+6%	126k	45.61	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$5.7M	+8%	163k	35.15	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$5.5M	+7%	59k	92.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$5.5M	-7%	20k	273.21	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$5.4M	+7%	74k	72.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.3M	+163%	63k	84.44	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$5.0M	NEW	62k	80.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.6M	+33%	81k	56.94	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.4M	-28%	80k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.1M	+7%	40k	103.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.1M	NEW	22k	186.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$4.0M	-7%	49k	81.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.9M	-5%	36k	107.06	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$3.7M	NEW	42k	87.29	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$3.6M	-8%	123k	29.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.6M	+18%	22k	162.86	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$3.6M	-3%	119k	29.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.3M	-6%	14k	239.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$3.1M	+4%	23k	135.06	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$2.9M		51k	57.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.9M	-12%	13k	228.59	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$2.8M	-9%	107k	26.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.7M	+396%	45k	60.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.7M	-23%	28k	94.62	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$2.6M		157k	16.33	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$2.5M	NEW	47k	52.46	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.3M	+138%	41k	57.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.3M	-3%	6.6k	344.20	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$2.2M	-7%	87k	25.86	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.2M	-26%	50k	43.04	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$2.1M	-27%	36k	58.07	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$2.1M		20k	100.81	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.0M	NEW	57k	34.88	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.1	$1.9M	+3%	99k	19.46	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.9M	+52%	26k	73.15	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M	-48%	17k	114.96	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$1.8M	+5%	89k	19.77	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$1.7M	+15%	27k	64.76	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$1.7M	NEW	16k	110.05	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$1.7M	NEW	15k	114.86	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.7M	+3%	39k	43.16	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.6M	-7%	32k	50.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.5M	NEW	8.0k	187.35	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.5M	-32%	30k	50.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	+4%	7.0k	210.31	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$1.4M	+4%	61k	22.99	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$1.4M	-4%	35k	38.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$1.3M	-42%	2.5k	523.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.2M	-57%	11k	108.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$1.1M	+6%	4.5k	249.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.1M	+31%	47k	22.77	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$929k	+17%	22k	42.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$899k	+8%	21k	42.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$820k	-51%	10k	79.17	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$758k	-28%	16k	46.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$695k	+7%	12k	58.06	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$681k		19k	35.71	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$674k	-4%	16k	43.36	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$640k	+168%	9.8k	65.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$604k		37k	16.18	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$601k	+15%	11k	57.38	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$563k	-6%	8.8k	63.85	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$547k	-3%	7.0k	77.73	View chart
Blackrock Etf Trust World Ex Us Carb (LCTD)	0.0	$506k		11k	45.67	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.0	$491k	+16%	19k	25.93	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$484k	+15%	14k	34.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$473k	-9%	3.9k	120.99	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$418k	NEW	5.2k	79.83	View chart
Apple (AAPL)	0.0	$389k		2.1k	187.07	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$370k	+14%	3.5k	105.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$345k	-94%	3.4k	102.76	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$325k	NEW	7.8k	41.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$270k	-27%	6.6k	41.08	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$263k	+17%	6.8k	38.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$252k	-2%	2.4k	104.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$245k	NEW	4.8k	51.28	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$233k	NEW	3.4k	68.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$231k	NEW	11k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$231k	NEW	11k	20.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$222k	NEW	12k	19.21	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$202k	NEW	7.5k	26.86	View chart

Past Filings by SigFig Wealth Management

SEC 13F filings are viewable for SigFig Wealth Management going back to 2016

SigFig Wealth Management 2024 Q1 filed May 10, 2024
SigFig Wealth Management 2023 Q4 filed Feb. 8, 2024
SigFig Wealth Management 2023 Q3 filed Nov. 13, 2023
SigFig Wealth Management 2023 Q2 filed July 27, 2023
SigFig Wealth Management 2023 Q1 filed May 3, 2023
SigFig Wealth Management 2022 Q4 filed Feb. 3, 2023
SigFig Wealth Management 2022 Q3 filed Nov. 10, 2022
SigFig Wealth Management 2022 Q2 filed Aug. 11, 2022
SigFig Wealth Management 2022 Q1 filed May 10, 2022
SigFig Wealth Management 2021 Q4 filed Feb. 14, 2022
SigFig Wealth Management 2021 Q3 filed Oct. 13, 2021
SigFig Wealth Management 2021 Q2 filed Aug. 10, 2021
SigFig Wealth Management 2021 Q1 filed May 12, 2021
SigFig Wealth Management 2020 Q4 filed Feb. 8, 2021
SigFig Wealth Management 2020 Q3 filed Nov. 13, 2020
SigFig Wealth Management 2020 Q2 filed Aug. 4, 2020

View all past filings

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