SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- Latest filing
- Jul 7, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 13, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 80
- −1 vs. Q2 2021
- Portfolio value
- $1.99B
- +$102.7M (+5.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 3,368,334 | $331.4M | 16.6% | +277,559+9.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,027,718 | $232.8M | 11.7% | −50,376−2.4% | Reduced | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,799,548 | $154.8M | 7.8% | −427,704−19.2% | Reduced | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 760,493 | $138.7M | 7.0% | −340,991−31.0% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,595,464 | $138.2M | 6.9% | +109,533+4.4% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 3,201,422 | $109.4M | 5.5% | +925,470+40.7% | Added | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 2,714,483 | $100.7M | 5.1% | +502,453+22.7% | Added | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 1,902,143 | $80.2M | 4.0% | +1,902,143 | New | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,227,396 | $75.8M | 3.8% | +314,631+34.5% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,836,964 | $73.6M | 3.7% | +309,481+20.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 869,887 | $64.6M | 3.2% | +57,708+7.1% | Added | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 2,305,577 | $61.5M | 3.1% | +182,876+8.6% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 399,525 | $43.6M | 2.2% | +40,894+11.4% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 744,918 | $39.5M | 2.0% | +46,771+6.7% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 666,832 | $24.1M | 1.2% | +45,328+7.3% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 562,997 | $23.9M | 1.2% | +59,452+11.8% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 656,228 | $19.6M | 1.0% | +54,168+9.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 48,141 | $19.0M | 1.0% | +5,990+14.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 363,121 | $18.3M | 0.9% | +28,060+8.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 39,094 | $16.8M | 0.8% | +16,332+71.8% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 130,936 | $14.4M | 0.7% | +14,766+12.7% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 123,840 | $12.8M | 0.6% | −4,249−3.3% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 208,727 | $11.9M | 0.6% | +22,351+12.0% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,372 | $11.9M | 0.6% | −2,502−4.4% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 125,182 | $10.3M | 0.5% | +13,547+12.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 205,412 | $10.2M | 0.5% | +13,232+6.9% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 97,839 | $9.63M | 0.5% | +26,348+36.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 209,192 | $8.09M | 0.4% | −1,986−0.9% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 257,827 | $7.86M | 0.4% | +4,982+2.0% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 56,084 | $7.16M | 0.4% | +20,820+59.0% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 72,646 | $6.50M | 0.3% | +7,806+12.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 100,070 | $6.41M | 0.3% | +2,982+3.1% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 35,001 | $6.15M | 0.3% | +30,003+600.3% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 112,033 | $6.08M | 0.3% | +3,820+3.5% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 197,481 | $6.05M | 0.3% | +18,709+10.5% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 58,421 | $5.98M | 0.3% | +6,569+12.7% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 110,909 | $5.91M | 0.3% | +11,292+11.3% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 67,156 | $5.79M | 0.3% | +8,073+13.7% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 195,780 | $5.19M | 0.3% | −45,667−18.9% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 79,931 | $4.06M | 0.2% | +2,350+3.0% | Added | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 132,574 | $4.03M | 0.2% | +8,453+6.8% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 36,097 | $3.84M | 0.2% | +13,050+56.6% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,861 | $3.83M | 0.2% | −579−3.5% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 114,074 | $3.55M | 0.2% | +12,913+12.8% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 61,988 | $3.40M | 0.2% | +19,484+45.8% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 37,353 | $3.19M | 0.2% | −2,171−5.5% | Reduced | – |
| iShares Tr464288521 | CRE U S REIT ETF | 53,276 | $3.13M | 0.2% | +1,096+2.1% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 51,035 | $2.79M | 0.1% | −31,379−38.1% | Reduced | – |
| iShares Tr46435G474 | FALN ANGLS USD | 68,138 | $2.05M | 0.1% | +8,293+13.9% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 48,765 | $2.02M | 0.1% | −17,193−26.1% | Reduced | – |
| iShares Tr46432F388 | MSCI USA VALUE | 20,061 | $2.02M | 0.1% | +786+4.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,487 | $1.72M | 0.1% | −643−3.8% | Reduced | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 30,165 | $1.71M | 0.1% | +18,951+169.0% | AddedConverted for a 6-for-1 split | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 45,974 | $1.65M | 0.1% | +2,494+5.7% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,027 | $1.64M | 0.1% | −176−0.5% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 72,956 | $1.63M | 0.1% | +21,593+42.0% | Added | – |
| iShares Tr464288588 | MBS ETF | 14,816 | $1.60M | 0.1% | +2,044+16.0% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,225 | $1.45M | 0.1% | −1,669−18.8% | Reduced | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 17,320 | $1.36M | 0.1% | −2,272−11.6% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,108 | $1.34M | 0.1% | +217+4.4% | Added | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 43,409 | $1.26M | 0.1% | +10,769+33.0% | Added | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 25,153 | $1.25M | 0.1% | +12,877+104.9% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 14,092 | $1.23M | 0.1% | −3,393−19.4% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 18,408 | $1.15M | 0.1% | +515+2.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,955 | $1.15M | 0.1% | +1,107+38.9% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 7,038 | $1.11M | 0.1% | +7,038 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,848 | $1.06M | 0.1% | +1,135+30.6% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,318 | $1.02M | 0.1% | −2,483−36.5% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 21,565 | $985.0K | <0.1% | −846−3.8% | Reduced | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 27,014 | $976.0K | <0.1% | +14,107+109.3% | Added | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 33,830 | $956.0K | <0.1% | −3,744−10.0% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,802 | $832.0K | <0.1% | −198−5.0% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 9,492 | $744.0K | <0.1% | +4,829+103.6% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,439 | $736.0K | <0.1% | +1,861+52.0% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 16,748 | $653.0K | <0.1% | +6,608+65.2% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,105 | $593.0K | <0.1% | +727+16.6% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 6,978 | $473.0K | <0.1% | +2,833+68.3% | Added | – |
| AAPLApple Inc. | Stock | 2,155 | $380.0K | <0.1% | +104+5.1% | Added | History |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 13,374 | $347.0K | <0.1% | −3,784−22.1% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,525 | $243.0K | <0.1% | −247−8.9% | Reduced | – |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 58,453 | $5.28M | 0.3% | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 35,327 | $3.73M | 0.2% | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,538 | $210.0K | <0.1% | – |