SigFig Wealth Management

SigFig Wealth Management as of March 31, 2024

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