SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- Latest filing
- Jul 7, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 9, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 123
- −4 vs. Q1 2024
- Portfolio value
- $2.66B
- −$65.4M (−2.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 3,609,131 | $428.7M | 16.1% | −12,651−0.3% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,800,508 | $271.5M | 10.2% | +20,241+0.7% | Added | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,000,749 | $214.0M | 8.0% | −4,763−0.2% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,712,452 | $167.9M | 6.3% | +134,540+3.8% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 4,270,583 | $143.7M | 5.4% | +57,650+1.4% | Added | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 2,040,813 | $113.7M | 4.3% | −5,682−0.3% | Reduced | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 641,544 | $108.3M | 4.1% | +6,498+1.0% | Added | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,147,510 | $102.8M | 3.9% | +31,562+1.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,237,169 | $89.6M | 3.4% | −88,110−6.6% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 782,377 | $83.4M | 3.1% | +3,101+0.4% | Added | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 5,640,243 | $79.2M | 3.0% | +191,637+3.5% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,998,720 | $72.5M | 2.7% | +60,860+3.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,313,149 | $70.0M | 2.6% | +2,633+0.2% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 652,036 | $57.6M | 2.2% | +14,854+2.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 103,459 | $56.6M | 2.1% | −37,863−26.8% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 69,860 | $34.9M | 1.3% | −3,772−5.1% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 677,072 | $33.3M | 1.3% | −215,135−24.1% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 491,445 | $31.5M | 1.2% | −770,332−61.1% | Reduced | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 604,534 | $28.2M | 1.1% | +46,773+8.4% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 409,157 | $24.7M | 0.9% | −34,505−7.8% | Reduced | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 519,067 | $24.2M | 0.9% | +63,436+13.9% | Added | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 371,488 | $19.0M | 0.7% | +32,465+9.6% | Added | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 446,030 | $19.0M | 0.7% | +51,681+13.1% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 496,712 | $16.9M | 0.6% | +7,766+1.6% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 568,341 | $14.9M | 0.6% | −208,680−26.9% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 342,501 | $14.8M | 0.6% | −99,253−22.5% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 393,623 | $14.5M | 0.5% | −26,754−6.4% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 275,663 | $13.4M | 0.5% | +14,483+5.5% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 183,724 | $12.4M | 0.5% | +18,627+11.3% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 152,498 | $11.7M | 0.4% | +3,709+2.5% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 292,665 | $11.3M | 0.4% | +31,779+12.2% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 123,505 | $9.90M | 0.4% | +97,334+371.9% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 105,312 | $9.75M | 0.4% | +42,466+67.6% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 188,675 | $9.45M | 0.4% | −127,132−40.3% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 186,591 | $9.23M | 0.3% | +6,538+3.6% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,005 | $9.10M | 0.3% | −3,004−7.3% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 110,289 | $8.26M | 0.3% | +5,438+5.2% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 131,994 | $7.99M | 0.3% | +51,192+63.4% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 236,642 | $7.93M | 0.3% | +24,102+11.3% | Added | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 166,299 | $7.81M | 0.3% | +10,227+6.6% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 44,815 | $7.65M | 0.3% | +790+1.8% | Added | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 164,627 | $7.44M | 0.3% | +20,981+14.6% | Added | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 81,065 | $7.09M | 0.3% | +18,623+29.8% | Added | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 32,951 | $7.07M | 0.3% | +1,781+5.7% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 94,359 | $6.80M | 0.3% | +2,114+2.3% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 64,692 | $6.62M | 0.2% | +25,175+63.7% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 227,091 | $6.57M | 0.2% | +17,761+8.5% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 183,549 | $5.91M | 0.2% | +20,178+12.4% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 129,030 | $5.86M | 0.2% | +2,878+2.3% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 358,687 | $5.84M | 0.2% | +19,645+5.8% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 53,375 | $5.69M | 0.2% | −60,679−53.2% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 60,780 | $5.58M | 0.2% | +1,422+2.4% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 19,083 | $5.51M | 0.2% | −973−4.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 21,928 | $5.40M | 0.2% | −44,657−67.1% | Reduced | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 76,559 | $5.38M | 0.2% | +2,129+2.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 27,165 | $4.36M | 0.2% | +5,290+24.2% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 22,705 | $4.13M | 0.2% | +862+3.9% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 50,548 | $4.11M | 0.2% | +1,457+3.0% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 35,870 | $3.82M | 0.1% | −255−0.7% | Reduced | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 118,335 | $3.46M | 0.1% | −900−0.8% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 13,743 | $3.43M | 0.1% | +9+0.1% | Added | – |
| iShares Tr464287721 | U.S. TECH ETF | 22,662 | $3.41M | 0.1% | −332−1.4% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 113,394 | $3.38M | 0.1% | −9,979−8.1% | Reduced | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 53,280 | $3.17M | 0.1% | +2,313+4.5% | Added | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 30,829 | $2.83M | 0.1% | +2,599+9.2% | Added | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 34,514 | $2.83M | 0.1% | −54,545−61.2% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 110,006 | $2.79M | 0.1% | +2,856+2.7% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 46,338 | $2.71M | 0.1% | +1,378+3.1% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 49,769 | $2.64M | 0.1% | −30,411−37.9% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 50,028 | $2.61M | 0.1% | +2,804+5.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 167,779 | $2.59M | 0.1% | +10,368+6.6% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 43,440 | $2.57M | 0.1% | +2,939+7.3% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,339 | $2.47M | 0.1% | −1,435−11.2% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,420 | $2.40M | 0.1% | −172−2.6% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 21,340 | $2.22M | 0.1% | +989+4.9% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 79,572 | $2.10M | 0.1% | −7,060−8.1% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 95,866 | $1.94M | 0.1% | −3,252−3.3% | Reduced | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 28,766 | $1.87M | 0.1% | +1,798+6.7% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 42,687 | $1.75M | 0.1% | +3,557+9.1% | Added | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 84,849 | $1.72M | 0.1% | −3,670−4.1% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 14,057 | $1.68M | 0.1% | −2,504−15.1% | Reduced | – |
| iShares Tr464288521 | CRE U S REIT ETF | 30,470 | $1.56M | 0.1% | −1,509−4.7% | Reduced | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 66,829 | $1.52M | 0.1% | +5,811+9.5% | Added | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 23,391 | $1.46M | 0.1% | +13,630+139.6% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,071 | $1.43M | 0.1% | +110+1.6% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 36,463 | $1.38M | 0.1% | +1,361+3.9% | Added | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 35,815 | $1.27M | <0.1% | −21,245−37.2% | Reduced | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 26,862 | $1.22M | <0.1% | +26,862 | New | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 25,492 | $1.13M | <0.1% | +25,492 | New | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,591 | $1.11M | <0.1% | +122+2.7% | Added | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 46,860 | $1.06M | <0.1% | +274+0.6% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 22,765 | $916.4K | <0.1% | +1,399+6.5% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 14,582 | $845.6K | <0.1% | −21,177−59.2% | Reduced | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 19,425 | $806.7K | <0.1% | −30,533−61.1% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,346 | $768.9K | <0.1% | +1,385+11.6% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 20,853 | $739.4K | <0.1% | +1,784+9.4% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 11,364 | $714.9K | <0.1% | +2,547+28.9% | Added | – |
| iShares Tr46435U713 | US INFRASTRUC | 15,664 | $659.8K | <0.1% | +115+0.7% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 11,302 | $622.1K | <0.1% | +832+7.9% | Added | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 6,382 | $620.8K | <0.1% | +3,025+90.1% | Added | – |
Sold out since Q1 2024 (11)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| SPDR Series Trust78464A821 | ST STR SP400GRW | 42,289 | $3.69M | 0.1% | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 15,834 | $1.74M | 0.1% | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 14,727 | $1.69M | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,008 | $1.50M | 0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,959 | $1.19M | <0.1% | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 21,636 | $929.3K | <0.1% | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 16,293 | $757.8K | <0.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,581 | $270.3K | <0.1% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,410 | $252.4K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,284 | $230.5K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 10,991 | $230.5K | <0.1% | – |