SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- Latest filing
- Jul 7, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 7, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 142
- +3 vs. Q1 2026
- Portfolio value
- $3.77B
- +$361.5M (+10.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 4,070,270 | $663.7M | 17.6% | +27,921+0.7% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,261,394 | $423.5M | 11.2% | +146,420+3.6% | Added | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,998,523 | $281.6M | 7.5% | +23,106+1.2% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,503,503 | $254.9M | 6.8% | +268,505+5.1% | Added | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 4,972,665 | $226.5M | 6.0% | +114,330+2.4% | Added | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 2,927,890 | $220.0M | 5.8% | +35,921+1.2% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,511,036 | $202.1M | 5.4% | +49,404+2.0% | AddedConverted for a 4-for-1 split | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,357,316 | $172.5M | 4.6% | +11,417+0.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,283,865 | $123.7M | 3.3% | +12,795+1.0% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 3,203,583 | $118.6M | 3.1% | +113,549+3.7% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,393,406 | $113.9M | 3.0% | −46,997−3.3% | Reduced | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 6,921,377 | $109.6M | 2.9% | +219,683+3.3% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 937,805 | $90.8M | 2.4% | +31,221+3.4% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 94,718 | $70.5M | 1.9% | +17,225+22.2% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,091,615 | $61.1M | 1.6% | +257,963+14.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 403,881 | $59.5M | 1.6% | −29,399−6.8% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 64,400 | $43.9M | 1.2% | −353−0.5% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 756,494 | $37.9M | 1.0% | +43,385+6.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 476,632 | $33.8M | 0.9% | −2,486−0.5% | Reduced | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 281,572 | $25.4M | 0.7% | −6,696−2.3% | Reduced | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 176,920 | $16.1M | 0.4% | +19,676+12.5% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 620,079 | $15.9M | 0.4% | +49,702+8.7% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 310,749 | $15.1M | 0.4% | +1,562+0.5% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 523,931 | $15.1M | 0.4% | +976+0.2% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 252,981 | $15.0M | 0.4% | −3,402−1.3% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 281,548 | $14.4M | 0.4% | −5,226−1.8% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 183,517 | $14.3M | 0.4% | +1,967+1.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 110,263 | $12.9M | 0.3% | +43,625+65.5% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 456,464 | $12.6M | 0.3% | −2,047−0.4% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 326,107 | $11.7M | 0.3% | −1460.0% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 84,432 | $11.4M | 0.3% | −2,907−3.3% | Reduced | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 168,621 | $11.4M | 0.3% | −1,073−0.6% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 482,157 | $11.2M | 0.3% | +14,349+3.1% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 130,756 | $10.1M | 0.3% | +4,899+3.9% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 42,796 | $9.72M | 0.3% | −10,898−20.3% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 39,529 | $8.64M | 0.2% | −198−0.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,344 | $8.16M | 0.2% | −323−1.4% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 314,903 | $7.20M | 0.2% | +27,703+9.6% | Added | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 148,909 | $7.00M | 0.2% | +746+0.5% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 98,063 | $6.83M | 0.2% | +596+0.6% | Added | – |
| iShares Tr464288588 | MBS ETF | 68,576 | $6.51M | 0.2% | +6,315+10.1% | Added | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 263,612 | $6.18M | 0.2% | +44,667+20.4% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,111 | $6.14M | 0.2% | −1,035−6.4% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 81,612 | $6.02M | 0.2% | −926−1.1% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 48,755 | $6.01M | 0.2% | +2,368+5.1% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 24,590 | $6.00M | 0.2% | −221−0.9% | Reduced | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 113,468 | $5.77M | 0.2% | −33,417−22.8% | Reduced | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 47,481 | $4.81M | 0.1% | −11,126−19.0% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 57,713 | $4.74M | 0.1% | +283+0.5% | Added | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 115,189 | $4.71M | 0.1% | −3,703−3.1% | Reduced | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 13,843 | $4.65M | 0.1% | −4,636−25.1% | Reduced | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 89,141 | $4.45M | 0.1% | +9,264+11.6% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,715 | $4.34M | 0.1% | −635−4.8% | Reduced | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 147,878 | $4.16M | 0.1% | +147,878 | New | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 190,633 | $4.14M | 0.1% | +6,611+3.6% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 53,698 | $4.11M | 0.1% | −2,738−4.9% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 80,055 | $4.05M | 0.1% | +11,583+16.9% | Added | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 107,860 | $3.92M | 0.1% | +107,860 | New | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 117,322 | $3.67M | 0.1% | +19,885+20.4% | Added | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 45,034 | $3.58M | 0.1% | −2,015−4.3% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 21,765 | $3.54M | 0.1% | −521−2.3% | Reduced | – |
| BlackRock ETF Trust II092528835 | ISHA GLO USD ETF | 68,509 | $3.46M | 0.1% | +68,509 | New | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 155,594 | $3.44M | 0.1% | +580.0% | Added | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 113,284 | $3.38M | 0.1% | −1,310−1.1% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 43,820 | $3.36M | 0.1% | −64,856−59.7% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 29,512 | $3.24M | 0.1% | −971−3.2% | Reduced | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 74,859 | $3.22M | 0.1% | +1,178+1.6% | Added | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 74,868 | $3.19M | 0.1% | −46,576−38.4% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 123,085 | $2.97M | 0.1% | +2,017+1.7% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 50,028 | $2.96M | 0.1% | +20,849+71.5% | Added | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 106,364 | $2.95M | 0.1% | −6,524−5.8% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 109,265 | $2.78M | 0.1% | +16,827+18.2% | Added | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 48,682 | $2.63M | 0.1% | −2,911−5.6% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,526 | $2.47M | 0.1% | −420−2.3% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 82,327 | $2.39M | 0.1% | −1,308−1.6% | Reduced | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 49,186 | $2.34M | 0.1% | +10,502+27.1% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,235 | $2.29M | 0.1% | +1,958+10.2% | Added | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 13,574 | $2.27M | 0.1% | +367+2.8% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 36,714 | $2.10M | 0.1% | +36,714 | New | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 28,043 | $1.92M | 0.1% | −1,545−5.2% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 17,285 | $1.90M | 0.1% | −774−4.3% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 36,135 | $1.89M | 0.1% | −38,040−51.3% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,144 | $1.79M | <0.1% | −763−5.5% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,702 | $1.72M | <0.1% | −149−2.5% | Reduced | – |
| Schwab US Tips ETF808524870 | ETF | 63,295 | $1.68M | <0.1% | +1,378+2.2% | Added | – |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 16,637 | $1.68M | <0.1% | +1,438+9.5% | Added | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 71,806 | $1.67M | <0.1% | −26,648−27.1% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 57,557 | $1.48M | <0.1% | −1,022−1.7% | Reduced | – |
| Russell Invts Exchange Trade78249U308 | GLOBA EQUIT ETF | 45,583 | $1.47M | <0.1% | −1,467−3.1% | Reduced | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 16,386 | $1.45M | <0.1% | −126−0.8% | Reduced | – |
| iShares Tr464288521 | CRE U S REIT ETF | 21,243 | $1.44M | <0.1% | −608−2.8% | Reduced | – |
| IAUiShares Gold Trust | ETF | 18,924 | $1.43M | <0.1% | +2,364+14.3% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 25,545 | $1.38M | <0.1% | −5,885−18.7% | Reduced | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 14,404 | $1.28M | <0.1% | +880+6.5% | Added | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 35,494 | $1.27M | <0.1% | −3,034−7.9% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 12,724 | $1.25M | <0.1% | +1,294+11.3% | Added | – |
| iShares Tr46436E221 | ESG AWR MSCI USA | 32,519 | $1.14M | <0.1% | +301+0.9% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 44,919 | $1.08M | <0.1% | +386+0.9% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,743 | $1.07M | <0.1% | +689+11.4% | Added | – |
| iShares Tr46438G448 | LONG TERM MUNI | 20,591 | $1.05M | <0.1% | +1,978+10.6% | Added | – |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| iShares Tr464289420 | RUS TP200 VL ETF | 40,777 | $3.78M | 0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 32,046 | $2.00M | 0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 3,332 | $339.2K | <0.1% | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 6,498 | $309.2K | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 7,722 | $221.7K | <0.1% | – |