SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q2 2024
Creator: SigFig Wealth Management, LLC
Published: 2024-08-09

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

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%
SPHY SS SPDR P High Yield ETF	0.02%	26,667	$619K	New
SCHH Schwab US REIT ETF	0.02%	42,853	$602K	Add +14.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.02%	1,019	$555K	Reduce -58.8%
JHEM John Hancock Multi Em MRK Et	0.02%	20,232	$541K	Add +6.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.02%	6,846	$528K	Reduce -2.8%
VYM Vanguard High DVD Yield ETF	0.02%	4,415	$524K	Add +12.9%
LCTD iShares World Ex U.S. Carbon	0.02%	11,584	$519K	Add +4.5%
JHMD John Hancock MF Dev Intl ETF	0.02%	15,213	$507K	Add +8.5%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.02%	9,886	$502K	Reduce -66.4%
ICVT iShares Convertible Bond ETF	0.02%	6,264	$493K	Add +19.6%
AAPL Apple Inc.	0.02%	2,080	$401K	No change
TLH iShares 10-20 Year Treasury	0.01%	3,344	$343K	Reduce -5.1%
NUSC Nuveen ESG Small-Cap ETF	0.01%	8,463	$333K	Add +8.2%
HYMB SS SPDR N Ice HY Muni ETF	0.01%	11,714	$298K	New
VYMI Vanguard Int High DVD YLD Inc.	0.01%	4,136	$283K	Add +22.3%
JHSC John Hancock Multi Small Cap	0.01%	7,422	$275K	Add +8.6%
IGSB iShares 1-5Y Inv Grade Corp.	0.01%	5,040	$258K	Add +5.5%
CLOA iShares Aaa Clo Act ETF-Usdi	0.01%	4,571	$237K	New
OEF iShares S&P 100 ETF	0.01%	868	$229K	New
FALN iShares Fallen Angels ETF	0.01%	8,485	$222K	Add +13.0%
IGRO iShares Intl Div Growth ETF	0.01%	3,173	$214K	New
EFA iShares MSCI Eafe ETF	0.01%	2,757	$209K	Reduce -73.4%
BSCQ Invesco Bulletshares 2026 CB	0.01%	10,125	$194K	Reduce -12.4%

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