SigFig Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), SigFig Wealth Management, LLC reported 123 stock positions worth $2.7 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.2%) and Goldman Activebeta US LC ETF (GSLC, 8.0%). Compared with Q1 2024, it opened 7 new positions, sold out of 11, added to 76 and reduced 39. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +4%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $2.7B (Q2 2024)
- SEC Filing
- 0001696957-24-000008 ↗ filed Aug 9, 2024
Holdings Value
Holdings 123 stocks · $2.7B
| ITOT iShares Core S&P Total U.S. | 16.12% | 3,609,131 | $428.7M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 10.21% | 2,800,508 | $271.5M | Add +0.7% |
| GSLC Goldman Activebeta US LC ETF | 8.05% | 2,000,749 | $214.0M | Reduce -0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.31% | 3,712,452 | $167.9M | Add +3.8% |
| GSIE Goldman Sachs Activebeta Int | 5.40% | 4,270,583 | $143.7M | Add +1.4% |
| LRGF iShares US Equity Factor ETF | 4.27% | 2,040,813 | $113.7M | Reduce -0.3% |
| VXF Vanguard Extended Market ETF | 4.07% | 641,544 | $108.3M | Add +1.0% |
| GEM Goldman Sachs Activebeta Em | 3.87% | 3,147,510 | $102.8M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.37% | 1,237,169 | $89.6M | Reduce -6.7% |
| IJR iShares Core S&P Small-Cap E | 3.14% | 782,377 | $83.4M | Add +0.4% |
| PDBC Invesco Optimum Yield Divers | 2.98% | 5,640,243 | $79.2M | Add +3.5% |
| USHY iShares Broad Usd High Yield | 2.73% | 1,998,720 | $72.5M | Add +3.1% |
| IEMG iShares Core MSCI Emerging | 2.63% | 1,313,149 | $70.0M | Add +0.2% |
| EMB iShares JP Morgan Usd Emergi | 2.17% | 652,036 | $57.6M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 2.13% | 103,459 | $56.6M | Reduce -26.8% |
| VOO Vanguard S&P 500 ETF | 1.31% | 69,860 | $34.9M | Reduce -5.1% |
| VEA Vanguard Ftse Developed ETF | 1.25% | 677,072 | $33.3M | Reduce -24.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.18% | 491,445 | $31.5M | Reduce -61.0% |
| USXF iShares ESG Advance MSCI USA | 1.06% | 604,534 | $28.2M | Add +8.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.93% | 409,157 | $24.7M | Reduce -7.8% |
| EAGG iShares ESG Aware US Aggrega | 0.91% | 519,067 | $24.2M | Add +13.9% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.71% | 371,488 | $19.0M | Add +9.6% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.71% | 446,030 | $19.0M | Add +13.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.63% | 496,712 | $16.9M | Add +1.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.56% | 568,341 | $14.9M | Reduce -26.9% |
| VWO Vanguard Ftse Emerging Marke | 0.56% | 342,501 | $14.8M | Reduce -22.5% |
| SPEM State Street SP PTF Em ETF | 0.54% | 393,623 | $14.5M | Reduce -6.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.50% | 275,663 | $13.4M | Add +5.5% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.47% | 183,724 | $12.4M | Add +11.3% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 152,498 | $11.7M | Add +2.5% |
| ESML iShares ESG Aware MSCI USA S | 0.42% | 292,665 | $11.3M | Add +12.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.37% | 123,505 | $9.9M | Add +371.9% |
| IVW iShares S&P 500 Growth ETF | 0.37% | 105,312 | $9.7M | Add +67.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 188,675 | $9.5M | Reduce -40.3% |
| SCHB Schwab US Broad Market ETF | 0.35% | 186,591 | $9.2M | Add +3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 38,005 | $9.1M | Reduce -7.3% |
| BIV Vanguard Intermediate-Term B | 0.31% | 110,289 | $8.3M | Add +5.2% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 131,994 | $8.0M | Add +63.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.30% | 236,642 | $7.9M | Add +11.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.29% | 166,299 | $7.8M | Add +6.5% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 44,815 | $7.7M | Add +1.8% |
| HYXF iShares ESG Adv High Yield | 0.28% | 164,627 | $7.4M | Add +14.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.27% | 81,065 | $7.1M | Add +29.8% |
| IWY iShares Russell Top 200 Grow | 0.27% | 32,951 | $7.1M | Add +5.7% |
| BND Vanguard Total Bond Market | 0.26% | 94,359 | $6.8M | Add +2.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 64,692 | $6.6M | Add +63.7% |
| SCHF Schwab Intl Equity ETF | 0.25% | 227,091 | $6.6M | Add +8.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.22% | 183,549 | $5.9M | Add +12.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.22% | 129,030 | $5.9M | Add +2.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.22% | 358,687 | $5.8M | Add +5.8% |
| MUB iShares National Muni Bond E | 0.21% | 53,375 | $5.7M | Reduce -53.2% |
| MBB iShares MBS ETF | 0.21% | 60,780 | $5.6M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 0.21% | 19,083 | $5.5M | Reduce -4.8% |
| VONE Vanguard Russell 1000 | 0.20% | 21,928 | $5.4M | Reduce -67.1% |
| BLV Vanguard Long-Term Bond ETF | 0.20% | 76,559 | $5.4M | Add +2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 27,165 | $4.4M | Add +24.2% |
| IVE iShares S&P 500 Value ETF | 0.16% | 22,705 | $4.1M | Add +4.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 50,548 | $4.1M | Add +3.0% |
| TIP iShares Tips Bond ETF | 0.14% | 35,870 | $3.8M | Reduce -0.7% |
| INTF iShares International Equity | 0.13% | 118,335 | $3.5M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 13,743 | $3.4M | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.13% | 22,662 | $3.4M | Reduce -1.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.13% | 113,394 | $3.4M | Reduce -8.1% |
| LCTU iShares U.S. Carbon Transiti | 0.12% | 53,280 | $3.2M | Add +4.5% |
| TLT iShares 20+ Year Treasury BD | 0.11% | 30,829 | $2.8M | Add +9.2% |
| VTWO Vanguard Russell 2000 ETF | 0.11% | 34,514 | $2.8M | Reduce -61.3% |
| FREL Fidelity MSCI RL Est Indx | 0.10% | 110,006 | $2.8M | Add +2.7% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 46,338 | $2.7M | Add +3.1% |
| EFV iShares MSCI Eafe Value ETF | 0.10% | 49,769 | $2.6M | Reduce -37.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.10% | 50,028 | $2.6M | Add +5.9% |
| PCY Invesco Emerging Markets Sov | 0.10% | 167,779 | $2.6M | Add +6.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.10% | 43,440 | $2.6M | Add +7.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 11,339 | $2.5M | Reduce -11.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 6,420 | $2.4M | Reduce -2.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.08% | 21,340 | $2.2M | Add +4.9% |
| SPIP SS SPDR P Tips ETF | 0.08% | 79,572 | $2.1M | Reduce -8.2% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.07% | 95,866 | $1.9M | Reduce -3.3% |
| JHML John Hancock Multi Fact LRG | 0.07% | 28,766 | $1.9M | Add +6.7% |
| SCHO Schwab Short-Term US Treas | 0.07% | 42,687 | $1.8M | Add +9.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.06% | 84,849 | $1.7M | Reduce -4.2% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 14,057 | $1.7M | Reduce -15.1% |
| USRT iShares Core US REIT ETF | 0.06% | 30,470 | $1.6M | Reduce -4.7% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 66,829 | $1.5M | Add +9.5% |
| SMMD iShares Russell 2500 ETF | 0.06% | 23,391 | $1.5M | Add +139.6% |
| IWM iShares Russell 2000 ETF | 0.05% | 7,071 | $1.4M | Add +1.6% |
| PRF Invesco Rafi US 1000 ETF | 0.05% | 36,463 | $1.4M | Add +3.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.05% | 35,815 | $1.3M | Reduce -37.2% |
| IHDG Wisdomtree International Hed | 0.05% | 26,862 | $1.2M | New |
| IGEB iShares Investment Grade SYS | 0.04% | 25,492 | $1.1M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 4,591 | $1.1M | Add +2.7% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 46,860 | $1.1M | Add +0.6% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 22,765 | $916K | Add +6.5% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 14,582 | $846K | Reduce -59.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.03% | 19,425 | $807K | Reduce -61.1% |
| DGRO iShares Core Dividend Growth | 0.03% | 13,346 | $769K | Add +11.6% |
| HYLB Xtrackers Usd High Yield Cor | 0.03% | 20,853 | $739K | Add +9.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.03% | 11,364 | $715K | Add +28.9% |
| IFRA iShares US Infrastructure | 0.02% | 15,664 | $660K | Add +0.7% |
| JHMM John Hancock Multi Fact Mid | 0.02% | 11,302 | $622K | Add +8.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 6,382 | $621K | Add +90.1% |
Portfolio Sells Q1 2024 → Q2 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -61.0% | 1.18% | −1.67 |
| IVV iShares Core S&P 500 ETF | Reduce -26.8% | 2.13% | −0.60 |
| VEA Vanguard Ftse Developed ETF | Reduce -24.1% | 1.25% | −0.38 |
| VONE Vanguard Russell 1000 | Reduce -67.1% | 0.20% | −0.38 |
| MUB iShares National Muni Bond E | Reduce -53.2% | 0.21% | −0.24 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.7% | 3.37% | −0.23 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -40.3% | 0.36% | −0.23 |
| VTWO Vanguard Russell 2000 ETF | Reduce -61.3% | 0.11% | −0.17 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -26.9% | 0.56% | −0.17 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -22.5% | 0.56% | −0.12 |
| XMHQ Invesco S&P Midcap Qual ETF | Sold out | 0.00% | −0.06 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -37.9% | 0.10% | −0.06 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -61.1% | 0.03% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -59.2% | 0.03% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.04 |
| JMST JPM Ultra-Short Muni Income | Reduce -66.4% | 0.02% | −0.04 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.03 |
| ITM Vaneck Intermediate Muni ETF | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -58.8% | 0.02% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -37.2% | 0.05% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -73.4% | 0.01% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -7.8% | 0.93% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.3% | 0.34% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.2% | 0.09% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -6.4% | 0.54% | −0.01 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.01 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.01 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -15.1% | 0.06% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -8.1% | 0.13% | −0.01 |
| SPIP SS SPDR P Tips ETF | Reduce -8.2% | 0.08% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -4.7% | 0.06% | −0.00 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -12.4% | 0.01% | −0.00 |
| TLH iShares 10-20 Year Treasury | Reduce -5.1% | 0.01% | −0.00 |
| INTF iShares International Equity | Reduce -0.8% | 0.13% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.8% | 0.02% | −0.00 |
| BCI Abrdn Bloomberg All Commodit | Reduce -4.2% | 0.06% | +0.00 |
| TIP iShares Tips Bond ETF | Reduce -0.7% | 0.14% | +0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -3.3% | 0.07% | +0.00 |
| IWB iShares Russell 1000 ETF | Reduce -4.8% | 0.21% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.6% | 0.09% | +0.01 |
| IYW iShares Ustechnology ETF | Reduce -1.4% | 0.13% | +0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -5.1% | 1.31% | +0.01 |
| LRGF iShares US Equity Factor ETF | Reduce -0.3% | 4.27% | +0.23 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.2% | 8.05% | +0.41 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.3% | 16.12% | +0.79 |
Portfolio Buys Q1 2024 → Q2 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.8% | 6.31% | +0.33 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +371.9% | 0.37% | +0.30 |
| GEM Goldman Sachs Activebeta Em | Add +1.0% | 3.87% | +0.28 |
| AGG iShares Core U.S. Aggregate | Add +0.7% | 10.21% | +0.23 |
| PDBC Invesco Optimum Yield Divers | Add +3.5% | 2.98% | +0.21 |
| IVW iShares S&P 500 Growth ETF | Add +67.6% | 0.37% | +0.17 |
| IEMG iShares Core MSCI Emerging | Add +0.2% | 2.63% | +0.16 |
| USXF iShares ESG Advance MSCI USA | Add +8.4% | 1.06% | +0.13 |
| SCHX Schwab US Large-Cap ETF | Add +63.4% | 0.30% | +0.13 |
| USHY iShares Broad Usd High Yield | Add +3.1% | 2.73% | +0.12 |
| EAGG iShares ESG Aware US Aggrega | Add +13.9% | 0.91% | +0.12 |
| GSIE Goldman Sachs Activebeta Int | Add +1.4% | 5.40% | +0.10 |
| USSG Xtrackers MSCI USA Sele Eqty | Add +9.6% | 0.71% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | Add +63.7% | 0.25% | +0.10 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +13.1% | 0.71% | +0.09 |
| SPMO Invesco S&P 500 Momentum ETF | Add +29.8% | 0.27% | +0.08 |
| EMB iShares JP Morgan Usd Emergi | Add +2.3% | 2.17% | +0.08 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +11.3% | 0.47% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | Add +11.3% | 0.30% | +0.05 |
| IHDG Wisdomtree International Hed | New | 0.05% | +0.05 |
| IWY iShares Russell Top 200 Grow | Add +5.7% | 0.27% | +0.04 |
| IGEB iShares Investment Grade SYS | New | 0.04% | +0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.5% | 0.29% | +0.04 |
| HYXF iShares ESG Adv High Yield | Add +14.6% | 0.28% | +0.04 |
| ESML iShares ESG Aware MSCI USA S | Add +12.2% | 0.42% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +24.2% | 0.16% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.5% | 0.50% | +0.03 |
| SMMD iShares Russell 2500 ETF | Add +139.6% | 0.06% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.6% | 0.63% | +0.03 |
| SPHY SS SPDR P High Yield ETF | New | 0.02% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +1.8% | 0.29% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +2.5% | 0.44% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +5.2% | 0.31% | +0.02 |
| LCTU iShares U.S. Carbon Transiti | Add +4.5% | 0.12% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Add +12.3% | 0.22% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.01% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.3% | 0.10% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +90.1% | 0.02% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +8.5% | 0.25% | +0.01 |
| BND Vanguard Total Bond Market | Add +2.3% | 0.26% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +3.6% | 0.35% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.3% | 0.22% | +0.01 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.01% | +0.01 |
| OEF iShares S&P 100 ETF | New | 0.01% | +0.01 |
| MBB iShares MBS ETF | Add +2.4% | 0.21% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +9.2% | 0.11% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.1% | 0.13% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +4.9% | 0.08% | +0.01 |
| IGRO iShares Intl Div Growth ETF | New | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.0% | 0.15% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 142 | $3.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q1 2026 | 139 | $3.4B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q4 2025 | 137 | $3.4B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q3 2025 | 138 | $3.2B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q2 2025 | 133 | $3.0B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q1 2025 | 127 | $2.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q4 2024 | 124 | $2.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q3 2024 | 118 | $2.8B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q2 2024 | 123 | $2.7B | ITOT, AGG, GSLC, IUSB, GSIE |
| Q1 2024 | 127 | $2.7B | ITOT, AGG, GSLC, IUSB, GSIE |