SigFig Wealth Management, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), SigFig Wealth Management, LLC reported 127 stock positions worth $2.7 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 15.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.0%) and Goldman Activebeta US LC ETF (GSLC, 7.6%). Compared with Q4 2023, it opened 16 new positions, sold out of 5, added to 55 and reduced 55. The biggest buy was Goldman Activebeta US LC ETF (GSLC, shares +1%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −29%).

Most Recent 13F
Q2 2026
Location
SAN FRANCISCO, CA
CIK
0001696957
Portfolio Value
$2.7B (Q1 2024)
SEC Filing
0001696957-24-000006 ↗ filed May 10, 2024

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $2.7B $2.7B Q1 2024 Q2 2024: $2.7B Q2 2024 Q3 2024: $2.8B Q3 2024 Q4 2024: $2.8B Q4 2024 Q1 2025: $2.8B Q1 2025 Q2 2025: $3.0B Q2 2025 Q3 2025: $3.2B Q3 2025 Q4 2025: $3.4B Q4 2025 Q1 2026: $3.4B Q1 2026 Q2 2026: $3.8B Q2 2026

Holdings 127 stocks · $2.7B

ITOT iShares Core S&P Total U.S. 15.32% 3,621,782 $417.6M Reduce -0.1%
AGG iShares Core U.S. Aggregate 9.98% 2,780,267 $272.0M Add +1.3%
GSLC Goldman Activebeta US LC ETF 7.64% 2,005,512 $208.2M Add +0.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 5.99% 3,577,912 $163.1M Add +6.6%
GSIE Goldman Sachs Activebeta Int 5.30% 4,212,933 $144.5M Add +2.3%
VXF Vanguard Extended Market ETF 4.08% 635,046 $111.3M Add +0.6%
LRGF iShares US Equity Factor ETF 4.04% 2,046,495 $110.1M Add +0.8%
IEFA iShares Core MSCI Eafe ETF 3.60% 1,325,279 $98.1M Reduce -3.1%
GEM Goldman Sachs Activebeta Em 3.58% 3,115,948 $97.7M Add +3.9%
IJR iShares Core S&P Small-Cap E 3.16% 779,276 $86.1M Reduce -2.9%
SPYM Ste STR SPDR PT S&P 500 ETF 2.85% 1,261,777 $77.6M Reduce -28.5%
PDBC Invesco Optimum Yield Divers 2.77% 5,448,606 $75.6M Add +10.5%
IVV iShares Core S&P 500 ETF 2.73% 141,322 $74.3M Reduce -12.9%
USHY iShares Broad Usd High Yield 2.60% 1,937,860 $70.9M Add +4.0%
IEMG iShares Core MSCI Emerging 2.47% 1,310,516 $67.4M Reduce -3.1%
EMB iShares JP Morgan Usd Emergi 2.09% 637,182 $56.9M Add +3.4%
VEA Vanguard Ftse Developed ETF 1.63% 892,207 $44.5M Reduce -13.1%
VOO Vanguard S&P 500 ETF 1.30% 73,632 $35.4M Reduce -12.8%
SPTM SS SPDR P S&P 1500 Comp ETF 0.95% 443,662 $25.9M Reduce -7.8%
USXF iShares ESG Advance MSCI USA 0.92% 557,761 $25.2M Add +9.9%
EAGG iShares ESG Aware US Aggrega 0.79% 455,631 $21.4M Add +16.0%
SPAB SS SPDR P Agg Bond ETF 0.73% 777,021 $19.8M Reduce -17.6%
VWO Vanguard Ftse Emerging Marke 0.67% 441,754 $18.4M Reduce -9.5%
EUSB Ishr ESG Advn Universal BD-$ 0.62% 394,349 $16.9M Add +16.5%
USSG Xtrackers MSCI USA Sele Eqty 0.61% 339,023 $16.7M Add +12.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.60% 488,946 $16.5M Reduce -2.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.59% 315,807 $16.0M Reduce -18.6%
VONE Vanguard Russell 1000 0.58% 66,585 $15.9M Reduce -28.2%
SPEM State Street SP PTF Em ETF 0.56% 420,377 $15.2M Reduce -5.7%
BNDX Vanguard Total Intl Bond ETF 0.47% 261,180 $12.8M Add +6.8%
MUB iShares National Muni Bond E 0.45% 114,054 $12.3M Reduce -19.6%
BSV Vanguard Short-Term Bond ETF 0.42% 148,789 $11.4M Add +1.1%
DMXF iShares ESG Advanc MSCI Eafe 0.41% 165,097 $11.2M Add +11.8%
ESML iShares ESG Aware MSCI USA S 0.39% 260,886 $10.5M Add +12.2%
VTI VG Morningstar TS MKT ETF-US 0.36% 41,009 $9.7M Reduce -12.6%
SCHB Schwab US Broad Market ETF 0.34% 180,053 $9.2M Reduce -6.1%
BIV Vanguard Intermediate-Term B 0.29% 104,851 $7.9M Add +2.6%
VTWO Vanguard Russell 2000 ETF 0.28% 89,059 $7.6M Reduce -28.6%
QUAL iShares MSCI USA Quality Fac 0.27% 44,025 $7.2M Reduce 0.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.25% 156,072 $6.9M New
ESGE iShares Inc. iShares ESG Awar 0.25% 212,540 $6.9M Add +11.9%
BND Vanguard Total Bond Market 0.25% 92,245 $6.7M Add +4.4%
HYXF iShares ESG Adv High Yield 0.24% 143,646 $6.6M Add +15.9%
SCHF Schwab Intl Equity ETF 0.24% 209,330 $6.4M Reduce -1.8%
IWY iShares Russell Top 200 Grow 0.22% 31,170 $6.1M Add +19.8%
SCHE Schwab Emrg Mrkts Eqty ETF 0.21% 339,042 $5.8M Add +5.3%
VMBS Vanguard Mortgage-Backed Sec 0.21% 126,152 $5.8M Add +6.2%
SCHZ Schwab US Aggregate Bond ETF 0.21% 163,371 $5.7M Add +8.3%
MBB iShares MBS ETF 0.20% 59,358 $5.5M Add +7.1%
IWB iShares Russell 1000 ETF 0.20% 20,056 $5.5M Reduce -7.1%
BLV Vanguard Long-Term Bond ETF 0.20% 74,430 $5.4M Add +7.1%
IVW iShares S&P 500 Growth ETF 0.19% 62,846 $5.3M Add +163.5%
SPMO Invesco S&P 500 Momentum ETF 0.18% 62,442 $5.0M New
SCHX Schwab US Large-Cap ETF 0.17% 80,802 $4.6M Add +33.0%
EFV iShares MSCI Eafe Value ETF 0.16% 80,180 $4.4M Reduce -28.8%
EFG iShares MSCI Eafe Growth ETF 0.15% 39,517 $4.1M Add +7.1%
IVE iShares S&P 500 Value ETF 0.15% 21,843 $4.1M New
SHY iShares 1-3 Year Treasury Bo 0.15% 49,091 $4.0M Reduce -7.1%
TIP iShares Tips Bond ETF 0.14% 36,125 $3.9M Reduce -5.3%
MDYG SS SPDR S&P 400 MC GR ETF 0.14% 42,289 $3.7M New
SPTS SS SPDR P St Term TSY ETF 0.13% 123,373 $3.6M Reduce -8.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 21,875 $3.6M Add +18.6%
INTF iShares International Equity 0.13% 119,235 $3.6M Reduce -3.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 13,734 $3.3M Reduce -6.1%
IYW iShares Ustechnology ETF 0.11% 22,994 $3.1M Add +4.2%
LCTU iShares U.S. Carbon Transiti 0.11% 50,967 $2.9M Add +0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.11% 12,774 $2.9M Reduce -12.4%
FREL Fidelity MSCI RL Est Indx 0.10% 107,150 $2.8M Reduce -9.1%
IJH iShares Core S&P Midcap ETF 0.10% 44,960 $2.7M Reduce -0.7%
TLT iShares 20+ Year Treasury BD 0.10% 28,230 $2.7M Reduce -24.0%
PCY Invesco Emerging Markets Sov 0.09% 157,411 $2.6M Add +0.4%
BINC iShares Flex I A ETF-Usd Inc. 0.09% 47,224 $2.5M New
EMXC iShares MSCI Emr MRK Ex Chna 0.09% 40,501 $2.3M Add +138.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 6,592 $2.3M Reduce -3.0%
SPIP SS SPDR P Tips ETF 0.08% 86,632 $2.2M Reduce -7.4%
SPSM SS SPDR P S&P 600 Small Cap 0.08% 49,958 $2.2M Reduce -26.5%
VGSH Vanguard Short-Term Treasury 0.08% 35,759 $2.1M Reduce -27.3%
DSI iShares ESG MSCI KLD 400 ETF 0.08% 20,351 $2.1M Reduce -0.4%
HEFA Isha Curr Hedged MSCI Eafe 0.07% 57,060 $2.0M Reduce -4.3%
PXH Inves Rafi Emer MRKT-Usd Inc. 0.07% 99,118 $1.9M Add +3.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 26,171 $1.9M Add +52.6%
ESGU iShares ESG Aware MSCI USA 0.07% 16,561 $1.9M Reduce -48.2%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 0.06% 88,519 $1.8M Add +5.3%
JHML John Hancock Multi Fact LRG 0.06% 26,968 $1.7M Add +15.8%
XMHQ Invesco S&P Midcap Qual ETF 0.06% 15,834 $1.7M New
XMMO Invesco S&P Midcap Momentum 0.06% 14,727 $1.7M New
SCHO Schwab Short-Term US Treas 0.06% 39,130 $1.7M Add +3.6%
USRT iShares Core US REIT ETF 0.06% 31,979 $1.6M Reduce -7.8%
MTUM iShares MSCI USA Momentum Fa 0.06% 8,008 $1.5M New
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.05% 29,451 $1.5M Reduce -32.4%
IWM iShares Russell 2000 ETF 0.05% 6,961 $1.5M Add +4.8%
SUSC iShares ESG Aware Usd Corpor 0.05% 61,018 $1.4M Add +5.0%
PRF Invesco Rafi US 1000 ETF 0.05% 35,102 $1.4M Reduce -4.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.05% 2,471 $1.3M Reduce -42.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 10,959 $1.2M Reduce -57.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 4,469 $1.1M Add +6.0%
GOVT iShares US Treasury Bond ETF 0.04% 46,586 $1.1M Add +31.3%
IXC iShares Global Energy ETF 0.03% 21,636 $929K Add +17.6%
SCHP Schwab U.S. Tips ETF 0.03% 21,366 $899K Add +8.9%
EFA iShares MSCI Eafe ETF 0.03% 10,358 $820K Reduce -51.5%
ITM Vaneck Intermediate Muni ETF 0.03% 16,293 $758K Reduce -28.0%
DGRO iShares Core Dividend Growth 0.03% 11,961 $694K Add +7.8%
HYLB Xtrackers Usd High Yield Cor 0.03% 19,069 $681K Add +1.1%
IFRA iShares US Infrastructure 0.02% 15,549 $674K Reduce -4.6%
SMMD iShares Russell 2500 ETF 0.02% 9,761 $640K Add +168.0%
SCHH Schwab US REIT ETF 0.02% 37,301 $604K Reduce -0.9%
JHMM John Hancock Multi Fact Mid 0.02% 10,470 $601K Add +15.5%
VWOB Vanguard Emerg MKTS Gov BND 0.02% 8,817 $563K Reduce -6.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.02% 7,041 $547K Reduce -3.2%
LCTD iShares World Ex U.S. Carbon 0.02% 11,085 $506K Reduce -0.7%
JHEM John Hancock Multi Em MRK Et 0.02% 18,929 $491K Add +16.7%
JHMD John Hancock MF Dev Intl ETF 0.02% 14,022 $484K Add +15.6%
VYM Vanguard High DVD Yield ETF 0.02% 3,911 $473K Reduce -9.7%
ICVT iShares Convertible Bond ETF 0.02% 5,239 $418K New
AAPL Apple Inc. 0.01% 2,080 $389K No change
TLH iShares 10-20 Year Treasury 0.01% 3,524 $370K Add +14.9%
IJS iShares S&P Small-Cap 600 Va 0.01% 3,357 $345K Reduce -94.5%
NUSC Nuveen ESG Small-Cap ETF 0.01% 7,823 $325K New
EEM iShares MSCI Emerging Market 0.01% 6,581 $270K Reduce -27.5%
JHSC John Hancock Multi Small Cap 0.01% 6,834 $263K Add +17.4%
SUB iShares Short-Term National 0.01% 2,410 $252K Reduce -2.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 4,778 $245K New
VYMI Vanguard Int High DVD YLD Inc. 0.01% 3,382 $233K New
BSCP Invesco Bulletshares 2025 CB 0.01% 11,284 $231K New
BSCO Invesco Bulletshares 2024 CB 0.01% 10,991 $230K New
BSCQ Invesco Bulletshares 2026 CB 0.01% 11,554 $222K New
FALN iShares Fallen Angels ETF 0.01% 7,508 $202K New

Portfolio Sells Q4 2023 → Q1 2024

SPYM Ste STR SPDR PT S&P 500 ETF Reduce -28.5% 2.85% −0.90
SPYV SS SPDR P S&P 500 Value ETF Sold out 0.00% −0.24
IJS iShares S&P Small-Cap 600 Va Reduce -94.5% 0.01% −0.23
VEA Vanguard Ftse Developed ETF Reduce -13.1% 1.63% −0.23
IVV iShares Core S&P 500 ETF Reduce -12.9% 2.73% −0.22
VONE Vanguard Russell 1000 Reduce -28.2% 0.58% −0.18
SPAB SS SPDR P Agg Bond ETF Reduce -17.6% 0.73% −0.18
VTEB Vanguard Tax-Exempt Bond ETF Reduce -18.6% 0.59% −0.17
TFLO iShares Treasury Floating Ra Sold out 0.00% −0.16
IJR iShares Core S&P Small-Cap E Reduce -2.9% 3.16% −0.14
QQQM Invesco Nasdaq 100 ETF Sold out 0.00% −0.14
MUB iShares National Muni Bond E Reduce -19.6% 0.45% −0.13
MDYV SS SPDR S&P 400 MC Val ETF Sold out 0.00% −0.12
IEMG iShares Core MSCI Emerging Reduce -3.1% 2.47% −0.12
VTWO Vanguard Russell 2000 ETF Reduce -28.6% 0.28% −0.11
VOO Vanguard S&P 500 ETF Reduce -12.8% 1.30% −0.10
VWO Vanguard Ftse Emerging Marke Reduce -9.5% 0.67% −0.09
SPTM SS SPDR P S&P 1500 Comp ETF Reduce -7.8% 0.95% −0.07
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -57.2% 0.04% −0.06
EFV iShares MSCI Eafe Value ETF Reduce -28.8% 0.16% −0.06
ESGU iShares ESG Aware MSCI USA Reduce -48.2% 0.07% −0.06
SPEM State Street SP PTF Em ETF Reduce -5.7% 0.56% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -3.1% 3.60% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -12.6% 0.36% −0.05
TLT iShares 20+ Year Treasury BD Reduce -24.0% 0.10% −0.04
VGSH Vanguard Short-Term Treasury Reduce -27.3% 0.08% −0.03
SCHB Schwab US Broad Market ETF Reduce -6.1% 0.34% −0.03
EFA iShares MSCI Eafe ETF Reduce -51.5% 0.03% −0.03
SPSM SS SPDR P S&P 600 Small Cap Reduce -26.5% 0.08% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -42.1% 0.05% −0.03
JMST JPM Ultra-Short Muni Income Reduce -32.4% 0.05% −0.03
SPDW Ste STR SPDR PT DW Eu ETF Reduce -2.8% 0.60% −0.03
USMV iShares MSCI USA Min Vol Fac Sold out 0.00% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.8% 0.24% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -7.1% 0.15% −0.02
FREL Fidelity MSCI RL Est Indx Reduce -9.1% 0.10% −0.02
SPTS SS SPDR P St Term TSY ETF Reduce -8.4% 0.13% −0.01
TIP iShares Tips Bond ETF Reduce -5.3% 0.14% −0.01
ITM Vaneck Intermediate Muni ETF Reduce -28.0% 0.03% −0.01
HEFA Isha Curr Hedged MSCI Eafe Reduce -4.3% 0.07% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -12.4% 0.11% −0.01
IWB iShares Russell 1000 ETF Reduce -7.1% 0.20% −0.01
SPIP SS SPDR P Tips ETF Reduce -7.4% 0.08% −0.01
USRT iShares Core US REIT ETF Reduce -7.8% 0.06% −0.01
EEM iShares MSCI Emerging Market Reduce -27.5% 0.01% −0.00
SCHH Schwab US REIT ETF Reduce -0.9% 0.02% −0.00
VWOB Vanguard Emerg MKTS Gov BND Reduce -6.2% 0.02% −0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -3.2% 0.02% −0.00
INTF iShares International Equity Reduce -3.8% 0.13% −0.00
VYM Vanguard High DVD Yield ETF Reduce -9.7% 0.02% −0.00

Portfolio Buys Q4 2023 → Q1 2024

GSLC Goldman Activebeta US LC ETF Add +0.7% 7.64% +0.55
LRGF iShares US Equity Factor ETF Add +0.8% 4.04% +0.32
PDBC Invesco Optimum Yield Divers Add +10.5% 2.77% +0.28
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.25% +0.25
GSIE Goldman Sachs Activebeta Int Add +2.3% 5.30% +0.19
SPMO Invesco S&P 500 Momentum ETF New 0.18% +0.18
USXF iShares ESG Advance MSCI USA Add +9.9% 0.92% +0.16
IVE iShares S&P 500 Value ETF New 0.15% +0.15
VXF Vanguard Extended Market ETF Add +0.6% 4.08% +0.14
MDYG SS SPDR S&P 400 MC GR ETF New 0.14% +0.14
IVW iShares S&P 500 Growth ETF Add +163.5% 0.19% +0.13
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +6.6% 5.99% +0.12
USSG Xtrackers MSCI USA Sele Eqty Add +12.1% 0.61% +0.11
BINC iShares Flex I A ETF-Usd Inc. New 0.09% +0.09
GEM Goldman Sachs Activebeta Em Add +3.9% 3.58% +0.09
EAGG iShares ESG Aware US Aggrega Add +16.0% 0.79% +0.08
XMHQ Invesco S&P Midcap Qual ETF New 0.06% +0.06
EUSB Ishr ESG Advn Universal BD-$ Add +16.5% 0.62% +0.06
XMMO Invesco S&P Midcap Momentum New 0.06% +0.06
MTUM iShares MSCI USA Momentum Fa New 0.06% +0.06
DMXF iShares ESG Advanc MSCI Eafe Add +11.8% 0.41% +0.05
IWY iShares Russell Top 200 Grow Add +19.8% 0.22% +0.05
ESML iShares ESG Aware MSCI USA S Add +12.2% 0.39% +0.05
EMXC iShares MSCI Emr MRK Ex Chna Add +138.4% 0.09% +0.05
SCHX Schwab US Large-Cap ETF Add +33.0% 0.17% +0.05
USHY iShares Broad Usd High Yield Add +4.0% 2.60% +0.03
SPYG SS SPDR P S&P 500 Growth ETF Add +52.6% 0.07% +0.03
HYXF iShares ESG Adv High Yield Add +15.9% 0.24% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +18.6% 0.13% +0.03
ESGE iShares Inc. iShares ESG Awar Add +11.9% 0.25% +0.02
ICVT iShares Convertible Bond ETF New 0.02% +0.02
SMMD iShares Russell 2500 ETF Add +168.0% 0.02% +0.01
EFG iShares MSCI Eafe Growth ETF Add +7.1% 0.15% +0.01
EMB iShares JP Morgan Usd Emergi Add +3.4% 2.09% +0.01
BNDX Vanguard Total Intl Bond ETF Add +6.8% 0.47% +0.01
JHML John Hancock Multi Fact LRG Add +15.8% 0.06% +0.01
NUSC Nuveen ESG Small-Cap ETF New 0.01% +0.01
IYW iShares Ustechnology ETF Add +4.2% 0.11% +0.01
IGSB iShares 1-5Y Inv Grade Corp. New 0.01% +0.01
BSCP Invesco Bulletshares 2025 CB New 0.01% +0.01
BSCO Invesco Bulletshares 2024 CB New 0.01% +0.01
VYMI Vanguard Int High DVD YLD Inc. New 0.01% +0.01
BSCQ Invesco Bulletshares 2026 CB New 0.01% +0.01
GOVT iShares US Treasury Bond ETF Add +31.3% 0.04% +0.01
FALN iShares Fallen Angels ETF New 0.01% +0.01
IXC iShares Global Energy ETF Add +17.6% 0.03% +0.01
LCTU iShares U.S. Carbon Transiti Add +0.1% 0.11% +0.01
JHMM John Hancock Multi Fact Mid Add +15.5% 0.02% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.0% 0.04% +0.00
MBB iShares MBS ETF Add +7.1% 0.20% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 142$3.8BITOT, AGG, GSLC, IUSB, GSIE
Q1 2026 139$3.4BITOT, AGG, GSLC, IUSB, GSIE
Q4 2025 137$3.4BITOT, AGG, GSLC, IUSB, GSIE
Q3 2025 138$3.2BITOT, AGG, GSLC, IUSB, GSIE
Q2 2025 133$3.0BITOT, AGG, GSLC, IUSB, GSIE
Q1 2025 127$2.8BITOT, AGG, GSLC, IUSB, GSIE
Q4 2024 124$2.8BITOT, AGG, GSLC, IUSB, GSIE
Q3 2024 118$2.8BITOT, AGG, GSLC, IUSB, GSIE
Q2 2024 123$2.7BITOT, AGG, GSLC, IUSB, GSIE
Q1 2024 127$2.7BITOT, AGG, GSLC, IUSB, GSIE