SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- Latest filing
- Jul 7, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 95
- +9 vs. Q1 2022
- Portfolio value
- $1.93B
- −$151.0M (−7.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 3,832,791 | $320.9M | 16.6% | +317,371+9.0% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,203,524 | $225.0M | 11.7% | +38,968+1.8% | Added | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,910,508 | $143.2M | 7.4% | −6630.0% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 2,744,869 | $127.2M | 6.6% | −104,785−3.7% | Reduced | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 3,637,323 | $101.0M | 5.2% | +175,065+5.1% | Added | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,200,998 | $95.2M | 4.9% | +233,082+7.9% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 605,910 | $80.6M | 4.2% | −250,112−29.2% | Reduced | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 1,982,287 | $75.1M | 3.9% | −17,100−0.9% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,417,117 | $70.8M | 3.7% | +69,084+5.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 717,055 | $66.3M | 3.4% | +287,907+67.1% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 760,428 | $65.9M | 3.4% | +625,739+464.6% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 963,929 | $59.3M | 3.1% | +46,816+5.1% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,654,805 | $57.3M | 3.0% | +1,654,805 | New | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 676,456 | $36.3M | 1.9% | −13,835−2.0% | Reduced | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,397,115 | $25.2M | 1.3% | +1,397,115 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 58,814 | $24.8M | 1.3% | +3,576+6.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 476,826 | $22.4M | 1.2% | +27,002+6.0% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 554,284 | $21.7M | 1.1% | −5,687−1.0% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 643,913 | $21.6M | 1.1% | −7,377−1.1% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 59,766 | $20.8M | 1.1% | +9,668+19.3% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 628,690 | $17.6M | 0.9% | −25,895−4.0% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 136,110 | $15.3M | 0.8% | −2,592−1.9% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 234,221 | $12.7M | 0.7% | +1,662+0.7% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 283,520 | $12.7M | 0.7% | +21,982+8.4% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 234,888 | $12.4M | 0.6% | −20,203−7.9% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 49,912 | $11.2M | 0.6% | −1,367−2.7% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 136,823 | $10.9M | 0.6% | +863+0.6% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 63,201 | $8.32M | 0.4% | +13,545+27.3% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 98,709 | $8.10M | 0.4% | −3,742−3.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 219,056 | $7.94M | 0.4% | −18,704−7.9% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 267,339 | $7.70M | 0.4% | −30,690−10.3% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 307,615 | $7.14M | 0.4% | +25,879+9.2% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 68,099 | $6.49M | 0.3% | +739+1.1% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 116,800 | $6.18M | 0.3% | +812+0.7% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 112,556 | $5.87M | 0.3% | +5,717+5.4% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 125,620 | $5.78M | 0.3% | −15,163−10.8% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 114,316 | $5.73M | 0.3% | +19,829+21.0% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 187,673 | $5.62M | 0.3% | −10,422−5.3% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 31,919 | $5.17M | 0.3% | +4,656+17.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 65,124 | $5.05M | 0.3% | +16,201+33.1% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 59,379 | $5.00M | 0.3% | −935−1.6% | Reduced | – |
| iShares Core High Dividend ETF46429B663 | ETF | 56,385 | $4.26M | 0.2% | +56,385 | New | – |
| iShares Tr46435G474 | FALN ANGLS USD | 84,170 | $3.90M | 0.2% | −9,876−10.5% | Reduced | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 81,615 | $3.84M | 0.2% | +33,005+67.9% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,122 | $3.74M | 0.2% | −1,032−6.4% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 115,229 | $3.56M | 0.2% | +398+0.3% | Added | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 155,130 | $3.43M | 0.2% | −2,516,935−94.2% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 116,374 | $3.35M | 0.2% | −2,934−2.5% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 18,445 | $3.18M | 0.2% | +7,768+72.8% | Added | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 84,885 | $3.11M | 0.2% | +37,286+78.3% | Added | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 167,097 | $3.04M | 0.2% | +30,988+22.8% | Added | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 125,771 | $2.96M | 0.2% | +18,214+16.9% | Added | – |
| iShares Tr464288521 | CRE U S REIT ETF | 44,757 | $2.81M | 0.1% | −2,267−4.8% | Reduced | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 44,608 | $2.52M | 0.1% | +44,608 | New | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,060 | $2.28M | 0.1% | −3,491−25.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,803 | $2.01M | 0.1% | +670+10.9% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,993 | $2.01M | 0.1% | +3,918+55.4% | Added | – |
| iShares Tr464288588 | MBS ETF | 18,254 | $1.94M | 0.1% | +940+5.4% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 11,953 | $1.77M | 0.1% | −4,938−29.2% | Reduced | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 18,637 | $1.75M | 0.1% | −34,156−64.7% | Reduced | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 44,716 | $1.73M | 0.1% | +18,650+71.5% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 39,566 | $1.70M | 0.1% | +2,359+6.3% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 37,179 | $1.70M | 0.1% | −681−1.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,784 | $1.65M | 0.1% | +3,115+22.8% | Added | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 32,827 | $1.61M | 0.1% | +32,827 | New | – |
| iShares Tr46436E759 | ESG EAFE ETF | 24,053 | $1.40M | 0.1% | +11,008+84.4% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,510 | $1.39M | 0.1% | +1,181+14.2% | Added | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 10,841 | $1.37M | 0.1% | +3,540+48.5% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 41,108 | $1.32M | 0.1% | −28,419−40.9% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,189 | $1.24M | 0.1% | +13,189 | New | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 10,175 | $1.21M | 0.1% | +2,497+32.5% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 19,043 | $1.17M | 0.1% | +19,043 | New | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 19,899 | $1.16M | 0.1% | −17,143−46.3% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 16,954 | $1.09M | 0.1% | −3,005−15.1% | Reduced | – |
| iShares Tr46435G102 | CONV BD ETF | 15,029 | $1.09M | 0.1% | +11,357+309.3% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,361 | $911.0K | <0.1% | +1,656+19.0% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 12,275 | $908.0K | <0.1% | −10,593−46.3% | Reduced | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 25,740 | $899.0K | <0.1% | +25,740 | New | – |
| Schwab U.S. REIT ETF808524847 | ETF | 39,217 | $891.0K | <0.1% | −7,142−15.4% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,579 | $775.0K | <0.1% | +469+11.4% | Added | – |
| iShares Tr46435U713 | US INFRASTRUC | 19,934 | $726.0K | <0.1% | +19,934 | New | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,641 | $717.0K | <0.1% | −934−20.4% | Reduced | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 13,323 | $689.0K | <0.1% | +3,347+33.6% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 20,889 | $532.0K | <0.1% | +12,641+153.3% | Added | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 11,031 | $481.0K | <0.1% | +11,031 | New | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 9,769 | $424.0K | <0.1% | +9,769 | New | – |
| AAPLApple Inc. | Stock | 2,047 | $366.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,435 | $365.0K | <0.1% | +622+22.1% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 9,602 | $324.0K | <0.1% | −1,956,471−99.5% | Reduced | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 23,143 | $323.0K | <0.1% | +8,432+57.3% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,984 | $310.0K | <0.1% | +13+0.4% | Added | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 9,566 | $260.0K | <0.1% | +9,566 | New | – |
| John Hancock Exchange Traded47804J859 | MULTI INTL ETF | 7,861 | $242.0K | <0.1% | +7,861 | New | – |
| John Hancock Exchange Traded47804J834 | MULTFCTR EMRNG | 8,884 | $238.0K | <0.1% | +8,884 | New | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 4,424 | $221.0K | <0.1% | +4,424 | New | – |
Sold out since Q1 2022 (6)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 97,867 | $7.59M | 0.4% | – |
| iShares Tr46432F388 | MSCI USA VALUE | 10,649 | $1.99M | 0.1% | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 20,207 | $1.60M | 0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 205,778 | $1.35M | 0.1% | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 70,865 | $1.19M | 0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 2,190 | – | – | – |