SigFig Wealth Management, LLC
- SEC CIK
- 0001696957
- 最新申報
- 2026/7/7
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 142
- 較 2026 年第 1 季 +3
- 總值
- $37.7 億
- 較 2026 年第 1 季 +$3.61 億 (+10.6%)
| 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 | 4,070,270 | $6.64 億 | 17.6% | +27,921+0.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,261,394 | $4.23 億 | 11.2% | +146,420+3.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,998,523 | $2.82 億 | 7.5% | +23,106+1.2% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 5,503,503 | $2.55 億 | 6.8% | +268,505+5.1% | 加碼 | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 4,972,665 | $2.27 億 | 6.0% | +114,330+2.4% | 加碼 | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 2,927,890 | $2.20 億 | 5.8% | +35,921+1.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,511,036 | $2.02 億 | 5.4% | +49,404+2.0% | 加碼依 4 比 1 拆股換算 | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 3,357,316 | $1.73 億 | 4.6% | +11,417+0.3% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,283,865 | $1.24 億 | 3.3% | +12,795+1.0% | 加碼 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 3,203,583 | $1.19 億 | 3.1% | +113,549+3.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,393,406 | $1.14 億 | 3.0% | −46,997−3.3% | 減碼 | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 6,921,377 | $1.10 億 | 2.9% | +219,683+3.3% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 937,805 | $9,080 萬 | 2.4% | +31,221+3.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 94,718 | $7,049 萬 | 1.9% | +17,225+22.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,091,615 | $6,110 萬 | 1.6% | +257,963+14.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 403,881 | $5,952 萬 | 1.6% | −29,399−6.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 64,400 | $4,386 萬 | 1.2% | −353−0.5% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 756,494 | $3,790 萬 | 1.0% | +43,385+6.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 476,632 | $3,379 萬 | 0.9% | −2,486−0.5% | 減碼 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 281,572 | $2,538 萬 | 0.7% | −6,696−2.3% | 減碼 | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 176,920 | $1,611 萬 | 0.4% | +19,676+12.5% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 620,079 | $1,589 萬 | 0.4% | +49,702+8.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 310,749 | $1,508 萬 | 0.4% | +1,562+0.5% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 523,931 | $1,505 萬 | 0.4% | +976+0.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 252,981 | $1,496 萬 | 0.4% | −3,402−1.3% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 281,548 | $1,445 萬 | 0.4% | −5,226−1.8% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 183,517 | $1,432 萬 | 0.4% | +1,967+1.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 110,263 | $1,295 萬 | 0.3% | +43,625+65.5% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 456,464 | $1,257 萬 | 0.3% | −2,047−0.4% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 326,107 | $1,172 萬 | 0.3% | −1460.0% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 84,432 | $1,145 萬 | 0.3% | −2,907−3.3% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 168,621 | $1,137 萬 | 0.3% | −1,073−0.6% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 482,157 | $1,120 萬 | 0.3% | +14,349+3.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 130,756 | $1,007 萬 | 0.3% | +4,899+3.9% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 42,796 | $972.2 萬 | 0.3% | −10,898−20.3% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 39,529 | $864.2 萬 | 0.2% | −198−0.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,344 | $815.8 萬 | 0.2% | −323−1.4% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 314,903 | $720.2 萬 | 0.2% | +27,703+9.6% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 148,909 | $700.0 萬 | 0.2% | +746+0.5% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 98,063 | $682.5 萬 | 0.2% | +596+0.6% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 68,576 | $651.3 萬 | 0.2% | +6,315+10.1% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 263,612 | $618.2 萬 | 0.2% | +44,667+20.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,111 | $614.0 萬 | 0.2% | −1,035−6.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 81,612 | $601.6 萬 | 0.2% | −926−1.1% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 48,755 | $600.7 萬 | 0.2% | +2,368+5.1% | 加碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 24,590 | $600.4 萬 | 0.2% | −221−0.9% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 113,468 | $576.8 萬 | 0.2% | −33,417−22.8% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 47,481 | $481.1 萬 | 0.1% | −11,126−19.0% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 57,713 | $474.2 萬 | 0.1% | +283+0.5% | 加碼 | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 115,189 | $471.0 萬 | 0.1% | −3,703−3.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 13,843 | $465.1 萬 | 0.1% | −4,636−25.1% | 減碼 | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 89,141 | $445.0 萬 | 0.1% | +9,264+11.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,715 | $433.8 萬 | 0.1% | −635−4.8% | 減碼 | – |
| BlackRock ETF Trust09290C665 | ISHA SYST AL ETF | 147,878 | $415.7 萬 | 0.1% | +147,878 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 190,633 | $414.4 萬 | 0.1% | +6,611+3.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 53,698 | $411.0 萬 | 0.1% | −2,738−4.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 80,055 | $405.4 萬 | 0.1% | +11,583+16.9% | 加碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 107,860 | $392.4 萬 | 0.1% | +107,860 | 新進 | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 117,322 | $367.2 萬 | 0.1% | +19,885+20.4% | 加碼 | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 45,034 | $358.4 萬 | 0.1% | −2,015−4.3% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 21,765 | $353.8 萬 | 0.1% | −521−2.3% | 減碼 | – |
| BlackRock ETF Trust II092528835 | ISHA GLO USD ETF | 68,509 | $345.6 萬 | 0.1% | +68,509 | 新進 | – |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 155,594 | $344.5 萬 | 0.1% | +580.0% | 加碼 | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 113,284 | $337.9 萬 | 0.1% | −1,310−1.1% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 43,820 | $335.5 萬 | 0.1% | −64,856−59.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 29,512 | $324.3 萬 | 0.1% | −971−3.2% | 減碼 | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 74,859 | $321.5 萬 | 0.1% | +1,178+1.6% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 74,868 | $319.1 萬 | 0.1% | −46,576−38.4% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 123,085 | $297.4 萬 | 0.1% | +2,017+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 50,028 | $296.0 萬 | 0.1% | +20,849+71.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 106,364 | $295.4 萬 | 0.1% | −6,524−5.8% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 109,265 | $278.2 萬 | 0.1% | +16,827+18.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 48,682 | $262.9 萬 | 0.1% | −2,911−5.6% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,526 | $247.1 萬 | 0.1% | −420−2.3% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 82,327 | $239.0 萬 | 0.1% | −1,308−1.6% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 49,186 | $234.2 萬 | 0.1% | +10,502+27.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,235 | $228.7 萬 | 0.1% | +1,958+10.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 13,574 | $227.3 萬 | 0.1% | +367+2.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 36,714 | $210.3 萬 | 0.1% | +36,714 | 新進 | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 28,043 | $192.0 萬 | 0.1% | −1,545−5.2% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 17,285 | $190.4 萬 | 0.1% | −774−4.3% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 36,135 | $189.5 萬 | 0.1% | −38,040−51.3% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 13,144 | $179.2 萬 | <0.1% | −763−5.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,702 | $171.8 萬 | <0.1% | −149−2.5% | 減碼 | – |
| Schwab US Tips ETF808524870 | ETF | 63,295 | $168.4 萬 | <0.1% | +1,378+2.2% | 加碼 | – |
| Vanguard Mun BD FDS922907738 | INTERMEDIATE TRM | 16,637 | $168.1 萬 | <0.1% | +1,438+9.5% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 71,806 | $167.1 萬 | <0.1% | −26,648−27.1% | 減碼 | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 57,557 | $148.4 萬 | <0.1% | −1,022−1.7% | 減碼 | – |
| Russell Invts Exchange Trade78249U308 | GLOBA EQUIT ETF | 45,583 | $147.3 萬 | <0.1% | −1,467−3.1% | 減碼 | – |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 16,386 | $145.4 萬 | <0.1% | −126−0.8% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 21,243 | $143.5 萬 | <0.1% | −608−2.8% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 18,924 | $142.9 萬 | <0.1% | +2,364+14.3% | 加碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 25,545 | $137.7 萬 | <0.1% | −5,885−18.7% | 減碼 | – |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 14,404 | $128.3 萬 | <0.1% | +880+6.5% | 加碼 | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 35,494 | $127.1 萬 | <0.1% | −3,034−7.9% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 12,724 | $125.0 萬 | <0.1% | +1,294+11.3% | 加碼 | – |
| iShares Tr46436E221 | ESG AWR MSCI USA | 32,519 | $114.3 萬 | <0.1% | +301+0.9% | 加碼 | – |
| Schwab U.S. REIT ETF808524847 | ETF | 44,919 | $108.3 萬 | <0.1% | +386+0.9% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,743 | $106.8 萬 | <0.1% | +689+11.4% | 加碼 | – |
| iShares Tr46438G448 | LONG TERM MUNI | 20,591 | $105.5 萬 | <0.1% | +1,978+10.6% | 加碼 | – |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464289420 | RUS TP200 VL ETF | 40,777 | $377.9 萬 | 0.1% | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 32,046 | $200.5 萬 | 0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 3,332 | $33.9 萬 | <0.1% | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 6,498 | $30.9 萬 | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 7,722 | $22.2 萬 | <0.1% | – |