SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/18 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 133
- 較 2025 年第 1 季 +6
- 總值
- $30.2 億
- 較 2025 年第 1 季 +$2.56 億 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 3,537,670 | $4.75 億 | 15.7% | +47,788+1.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,155,331 | $3.12 億 | 10.3% | +62,495+2.0% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,866,322 | $2.25 億 | 7.5% | −4930.0% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,120,866 | $1.90 億 | 6.3% | +28,343+0.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 4,494,944 | $1.78 億 | 5.9% | −55,844−1.2% | 減碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 1,978,894 | $1.26 億 | 4.2% | +1,954+0.1% | 加碼 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,303,512 | $1.23 億 | 4.1% | −35,728−1.1% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 556,928 | $1.07 億 | 3.5% | −29,548−5.0% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,223,169 | $1.02 億 | 3.4% | −21,374−1.7% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 6,610,640 | $8,614 萬 | 2.9% | +43,933+0.7% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 2,291,910 | $8,572 萬 | 2.8% | +47,223+2.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,396,782 | $8,346 萬 | 2.8% | +46,256+3.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 741,743 | $8,121 萬 | 2.7% | +20,448+2.8% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 740,299 | $6,818 萬 | 2.3% | +13,470+1.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 174,811 | $4,878 萬 | 1.6% | +42,352+32.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 66,349 | $3,762 萬 | 1.2% | +273+0.4% | 加碼 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 673,120 | $3,606 萬 | 1.2% | +4,249+0.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 57,030 | $3,521 萬 | 1.2% | −32,164−36.1% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 672,813 | $3,186 萬 | 1.1% | +22,550+3.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 537,607 | $3,055 萬 | 1.0% | −11,971−2.2% | 減碼 | – |
| DBX ETF Tr233051150 | XTRACKERS MSCI | 517,362 | $2,928 萬 | 1.0% | +9,976+2.0% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,170,658 | $2,848 萬 | 0.9% | +261,999+28.8% | 加碼 | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 566,243 | $2,458 萬 | 0.8% | +22,923+4.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 607,058 | $2,451 萬 | 0.8% | +35,459+6.2% | 加碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 325,115 | $2,423 萬 | 0.8% | −16,436−4.8% | 減碼 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 231,283 | $1,723 萬 | 0.6% | −444−0.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 128,364 | $1,436 萬 | 0.5% | +38,914+43.5% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 281,483 | $1,390 萬 | 0.5% | +1,873+0.7% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 584,815 | $1,387 萬 | 0.5% | +15,904+2.8% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 323,023 | $1,377 萬 | 0.5% | −17,059−5.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 265,554 | $1,313 萬 | 0.4% | −34,640−11.5% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 157,488 | $1,238 萬 | 0.4% | +1,584+1.0% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 484,543 | $1,236 萬 | 0.4% | +29,850+6.6% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 541,624 | $1,194 萬 | 0.4% | −25,282−4.5% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 297,302 | $1,162 萬 | 0.4% | +4,127+1.4% | 加碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 379,446 | $1,143 萬 | 0.4% | −10,258−2.6% | 減碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 255,762 | $1,057 萬 | 0.3% | +16,849+7.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 108,452 | $1,028 萬 | 0.3% | +56,985+110.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 56,371 | $1,024 萬 | 0.3% | +1,271+2.3% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 441,479 | $1,022 萬 | 0.3% | −1,065−0.2% | 減碼 | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 208,110 | $985.2 萬 | 0.3% | +4,391+2.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 152,124 | $965.8 萬 | 0.3% | +44,345+41.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 84,919 | $929.8 萬 | 0.3% | −9,561−10.1% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 170,274 | $923.1 萬 | 0.3% | −207−0.1% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 115,603 | $891.2 萬 | 0.3% | +3,688+3.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 26,260 | $794.1 萬 | 0.3% | −517−1.9% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 40,768 | $792.3 萬 | 0.3% | +5,477+15.5% | 加碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 95,048 | $642.3 萬 | 0.2% | +25,551+36.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 86,791 | $636.5 萬 | 0.2% | −2,256−2.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 35,684 | $630.4 萬 | 0.2% | +919+2.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 26,385 | $627.2 萬 | 0.2% | +14,930+130.3% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 133,322 | $615.8 萬 | 0.2% | +1,277+1.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 17,340 | $585.2 萬 | 0.2% | +217+1.3% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 84,747 | $583.9 萬 | 0.2% | +1,196+1.4% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 54,951 | $554.0 萬 | 0.2% | +18,608+51.2% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 55,404 | $518.2 萬 | 0.2% | −336−0.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 95,996 | $470.1 萬 | 0.2% | −35,000−26.7% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 51,809 | $429.0 萬 | 0.1% | −1,434−2.7% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 80,605 | $425.3 萬 | 0.1% | +1,411+1.8% | 加碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 123,649 | $422.5 萬 | 0.1% | +4,696+3.9% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 36,810 | $411.2 萬 | 0.1% | −4,430−10.7% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 13,276 | $402.4 萬 | 0.1% | +3,955+42.4% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 112,823 | $399.4 萬 | 0.1% | +105,570+1,455.5% | 加碼 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 191,010 | $398.8 萬 | 0.1% | +26,158+15.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 195,065 | $395.2 萬 | 0.1% | +5,890+3.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 13,721 | $390.5 萬 | 0.1% | +1,014+8.0% | 加碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 69,283 | $353.8 萬 | 0.1% | +69,283 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 56,669 | $351.5 萬 | 0.1% | +11,631+25.8% | 加碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 51,745 | $345.8 萬 | 0.1% | +2,022+4.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 18,791 | $322.8 萬 | 0.1% | −2,480−11.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 28,344 | $311.1 萬 | 0.1% | −1,022−3.5% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 122,337 | $290.2 萬 | 0.1% | +32,727+36.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,059 | $286.2 萬 | 0.1% | +1,894+18.6% | 加碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 105,737 | $284.2 萬 | 0.1% | −3,121−2.9% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 96,106 | $281.3 萬 | 0.1% | −4,769−4.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 117,452 | $274.8 萬 | 0.1% | +18,400+18.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 105,686 | $257.5 萬 | 0.1% | +1,900+1.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,318 | $253.7 萬 | 0.1% | −2,279−8.6% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,339 | $246.4 萬 | 0.1% | +2,480+15.6% | 加碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 19,967 | $231.0 萬 | 0.1% | −28−0.1% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 30,929 | $225.6 萬 | 0.1% | −633−2.0% | 減碼 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 47,832 | $216.1 萬 | 0.1% | +5,001+11.7% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 87,472 | $202.2 萬 | 0.1% | +12,805+17.1% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 28,800 | $177.6 萬 | 0.1% | −10,270−26.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 66,724 | $173.3 萬 | 0.1% | −3,131−4.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,763 | $164.2 萬 | 0.1% | −1,687−31.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 38,340 | $161.3 萬 | 0.1% | +397+1.0% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 60,445 | $160.7 萬 | 0.1% | +3,038+5.3% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 50,665 | $145.3 萬 | <0.1% | +50,665 | 新進 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 23,790 | $141.9 萬 | <0.1% | +5,935+33.2% | 加碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 24,401 | $137.3 萬 | <0.1% | −912−3.6% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,362 | $137.1 萬 | <0.1% | −229−3.5% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 49,883 | $123.2 萬 | <0.1% | +12,932+35.0% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,906 | $122.4 萬 | <0.1% | +11,906 | 新進 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 50,946 | $116.7 萬 | <0.1% | +957+1.9% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 11,333 | $113.0 萬 | <0.1% | +1,911+20.3% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 47,265 | $99.2 萬 | <0.1% | −357−0.7% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 9,790 | $87.2 萬 | <0.1% | +9,790 | 新進 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 13,134 | $85.5 萬 | <0.1% | +2,856+27.8% | 加碼 | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 22,005 | $81.0 萬 | <0.1% | +2,019+10.1% | 加碼 | – |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464289420 | RUS TP200 VL ETF | 70,194 | $571.0 萬 | 0.2% | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 52,840 | $291.6 萬 | 0.1% | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 32,175 | $117.6 萬 | <0.1% | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 6,867 | $26.4 萬 | <0.1% | – |