SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- Latest filing
- Jul 7, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jul 27, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 105
- +8 vs. Q1 2023
- Portfolio value
- $2.58B
- +$764.8M (+42.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 3,704,935 | $358.6M | 13.9% | +3,704,935 | New | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,645,715 | $258.8M | 10.0% | +81,266+3.2% | Added | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,968,462 | $169.8M | 6.6% | +17,485+0.9% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,218,314 | $145.8M | 5.7% | +83,879+2.7% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,406,663 | $123.9M | 4.8% | +2,406,663 | New | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 3,921,493 | $121.5M | 4.7% | +17,792+0.5% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 638,768 | $94.4M | 3.7% | +7,584+1.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 211,662 | $93.2M | 3.6% | +211,662 | New | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 2,054,665 | $90.5M | 3.5% | +26,489+1.3% | Added | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 2,891,433 | $86.0M | 3.3% | +29,679+1.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,189,007 | $79.5M | 3.1% | −32,987−2.7% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 787,087 | $78.4M | 3.0% | +787,087 | New | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 849,960 | $72.8M | 2.8% | +26,591+3.2% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,387,386 | $67.4M | 2.6% | +2200.0% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,774,680 | $62.3M | 2.4% | +69,641+4.1% | Added | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 4,565,151 | $61.6M | 2.4% | +191,859+4.4% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,256,401 | $57.6M | 2.2% | −2,428−0.2% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 91,678 | $36.9M | 1.4% | +91,678 | New | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 1,288,951 | $34.5M | 1.3% | −119,712−8.5% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 549,427 | $30.2M | 1.2% | +549,427 | New | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 137,235 | $27.4M | 1.1% | −16,625−10.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 565,095 | $23.4M | 0.9% | −5,838−1.0% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 215,991 | $23.1M | 0.9% | −50,191−18.9% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 454,463 | $22.8M | 0.9% | +43,930+10.7% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 570,149 | $18.6M | 0.7% | −28,480−4.8% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 517,801 | $18.2M | 0.7% | −14,279−2.7% | Reduced | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 387,557 | $13.8M | 0.5% | +63,636+19.6% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 57,293 | $12.9M | 0.5% | +870+1.5% | Added | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 273,040 | $12.9M | 0.5% | +51,942+23.5% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 238,739 | $11.7M | 0.5% | +6,011+2.6% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 215,081 | $11.2M | 0.4% | −2,977−1.4% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 139,996 | $10.6M | 0.4% | +2,924+2.1% | Added | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 225,922 | $9.60M | 0.4% | +41,402+22.4% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 165,784 | $9.57M | 0.4% | +14,450+9.5% | Added | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 119,820 | $9.03M | 0.4% | +5,573+4.9% | Added | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 214,341 | $8.61M | 0.3% | +38,800+22.1% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 166,163 | $8.41M | 0.3% | −13,975−7.8% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 58,201 | $7.76M | 0.3% | +3,003+5.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 212,219 | $7.36M | 0.3% | +357+0.2% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 97,336 | $7.31M | 0.3% | +273+0.3% | Added | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 44,271 | $6.92M | 0.3% | +1,717+4.0% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 279,893 | $6.80M | 0.3% | +3,538+1.3% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 72,099 | $6.78M | 0.3% | +3,047+4.4% | Added | – |
| iShares Tr464288588 | MBS ETF | 71,105 | $6.62M | 0.3% | +3,098+4.6% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 184,065 | $6.51M | 0.3% | +35,075+23.5% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 42,402 | $6.35M | 0.2% | +1,559+3.8% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 131,975 | $6.10M | 0.2% | −805−0.6% | Reduced | – |
| iShares Tr46436E759 | ESG EAFE ETF | 101,158 | $6.07M | 0.2% | +15,184+17.7% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 255,956 | $5.85M | 0.2% | +6,103+2.4% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 79,104 | $5.82M | 0.2% | −3,162−3.8% | Reduced | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 119,696 | $5.49M | 0.2% | +2,693+2.3% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 23,928 | $5.46M | 0.2% | −440−1.8% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 168,195 | $5.28M | 0.2% | +26,413+18.6% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 68,323 | $5.07M | 0.2% | +1,990+3.0% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 155,191 | $4.77M | 0.2% | −7,405−4.6% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 48,605 | $4.68M | 0.2% | −2,638−5.1% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 89,401 | $4.33M | 0.2% | +2,353+2.7% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 53,451 | $4.30M | 0.2% | +958+1.8% | Added | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 85,601 | $3.76M | 0.1% | +17,955+26.5% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,201 | $3.60M | 0.1% | −648−3.4% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 32,082 | $3.53M | 0.1% | −5,829−15.4% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 32,600 | $3.50M | 0.1% | +1,201+3.8% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,169 | $3.44M | 0.1% | −818−4.5% | Reduced | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 126,267 | $3.34M | 0.1% | −3,389−2.6% | Reduced | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 84,190 | $3.27M | 0.1% | +84,190 | New | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 152,340 | $3.14M | 0.1% | −3,690−2.4% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 102,724 | $2.91M | 0.1% | −9,942−8.8% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 114,494 | $2.86M | 0.1% | +1,843+1.6% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 33,892 | $2.43M | 0.1% | −1,515−4.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,314 | $2.42M | 0.1% | +9,314 | New | – |
| iShares Tr464288521 | CRE U S REIT ETF | 39,392 | $2.31M | 0.1% | −846−2.1% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 29,960 | $2.20M | 0.1% | +1,881+6.7% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,719 | $2.07M | 0.1% | +4,719 | New | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 102,985 | $2.05M | 0.1% | +4,308+4.4% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 48,404 | $1.99M | 0.1% | +712+1.5% | Added | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 42,600 | $1.96M | 0.1% | −3,474−7.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,813 | $1.90M | 0.1% | −407−5.6% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 94,630 | $1.75M | 0.1% | −7,251−7.1% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 19,238 | $1.60M | 0.1% | +40+0.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,289 | $1.59M | 0.1% | −76−0.7% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,757 | $1.59M | 0.1% | −110.0% | Reduced | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 14,128 | $1.55M | 0.1% | +572+4.2% | Added | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 30,948 | $1.49M | 0.1% | +214+0.7% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 8,550 | $1.39M | 0.1% | −627−6.8% | Reduced | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 53,613 | $1.21M | <0.1% | +569+1.1% | Added | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 22,171 | $1.20M | <0.1% | +1,647+8.0% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 18,713 | $1.16M | <0.1% | −1,446−7.2% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 19,303 | $1.14M | <0.1% | −27,699−58.9% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,096 | $1.14M | <0.1% | +184+3.1% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 14,048 | $1.01M | <0.1% | +516+3.8% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,243 | $925.2K | <0.1% | +36+0.9% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 34,432 | $714.1K | <0.1% | −452−1.3% | Reduced | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 19,602 | $672.7K | <0.1% | −328−1.6% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,647 | $653.4K | <0.1% | −886−5.1% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 8,538 | $641.2K | <0.1% | −312−3.5% | Reduced | – |
| iShares Tr46435G474 | FALN ANGLS USD | 23,383 | $589.0K | <0.1% | +184+0.8% | Added | – |
| iShares Tr46435U713 | US INFRASTRUC | 15,075 | $585.8K | <0.1% | +887+6.3% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,472 | $464.9K | <0.1% | +657+17.2% | Added | – |
| AAPLApple Inc. | Stock | 2,467 | $445.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,928 | $404.8K | <0.1% | −282−3.4% | Reduced | – |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 2,421 | $264.8K | <0.1% | – |