SigFig Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), SigFig Wealth Management, LLC reported 118 stock positions worth $2.8 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 15.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.7%) and Goldman Activebeta US LC ETF (GSLC, 7.7%). Compared with Q2 2024, it opened 8 new positions, sold out of 13, added to 62 and reduced 48. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +1637%) and the biggest sale an exit from Ste STR SPDR PT S&P 500 ETF (SPYM).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $2.8B (Q3 2024)
- SEC Filing
- 0001696957-24-000011 ↗ filed Nov 14, 2024
Holdings Value
Holdings 118 stocks · $2.8B
| ITOT iShares Core S&P Total U.S. | 15.91% | 3,500,614 | $438.1M | Reduce -3.0% |
| AGG iShares Core U.S. Aggregate | 10.70% | 2,906,134 | $294.6M | Add +3.8% |
| GSLC Goldman Activebeta US LC ETF | 7.70% | 1,883,261 | $212.0M | Reduce -5.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.75% | 3,936,457 | $186.0M | Add +6.0% |
| GSIE Goldman Sachs Activebeta Int | 5.66% | 4,299,204 | $155.9M | Add +0.7% |
| LRGF iShares US Equity Factor ETF | 4.20% | 1,976,092 | $115.8M | Reduce -3.2% |
| VXF Vanguard Extended Market ETF | 4.18% | 633,786 | $115.2M | Reduce -1.2% |
| GEM Goldman Sachs Activebeta Em | 4.16% | 3,218,718 | $114.7M | Add +2.3% |
| IEFA iShares Core MSCI Eafe ETF | 3.37% | 1,190,105 | $92.7M | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 2.98% | 705,027 | $82.2M | Reduce -9.9% |
| USHY iShares Broad Usd High Yield | 2.93% | 2,141,966 | $80.7M | Add +7.2% |
| PDBC Invesco Optimum Yield Divers | 2.93% | 5,993,061 | $80.7M | Add +6.3% |
| IEMG iShares Core MSCI Emerging | 2.69% | 1,279,338 | $74.1M | Reduce -2.6% |
| EMB iShares JP Morgan Usd Emergi | 2.33% | 688,779 | $64.1M | Add +5.6% |
| IVV iShares Core S&P 500 ETF | 1.52% | 72,865 | $41.8M | Reduce -29.6% |
| VOO Vanguard S&P 500 ETF | 1.27% | 66,821 | $35.1M | Reduce -4.3% |
| USXF iShares ESG Advance MSCI USA | 1.11% | 623,487 | $30.6M | Add +3.1% |
| EAGG iShares ESG Aware US Aggrega | 1.03% | 581,692 | $28.3M | Add +12.1% |
| VEA Vanguard Ftse Developed ETF | 1.02% | 537,618 | $28.2M | Reduce -20.6% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.91% | 471,565 | $25.1M | Add +26.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.88% | 392,389 | $24.2M | Reduce -4.1% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.81% | 505,598 | $22.4M | Add +13.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 79,724 | $21.0M | Add +1636.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.65% | 515,696 | $18.0M | Add +3.8% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.53% | 203,782 | $14.7M | Add +10.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.52% | 282,701 | $14.2M | Add +2.5% |
| SPEM State Street SP PTF Em ETF | 0.51% | 376,141 | $14.1M | Reduce -4.4% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 277,654 | $13.1M | Reduce -18.9% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 152,728 | $12.0M | Add +0.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.43% | 441,310 | $11.9M | Reduce -22.4% |
| SCHX Schwab US Large-Cap ETF | 0.43% | 182,793 | $11.8M | Add +38.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.36% | 268,632 | $9.9M | Add +13.5% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 98,759 | $9.4M | Reduce -6.2% |
| ESML iShares ESG Aware MSCI USA S | 0.33% | 219,176 | $9.2M | Reduce -25.1% |
| HYXF iShares ESG Adv High Yield | 0.33% | 189,163 | $9.0M | Add +14.9% |
| SCHB Schwab US Broad Market ETF | 0.32% | 184,518 | $8.9M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 36,100 | $8.8M | Reduce -5.0% |
| BIV Vanguard Intermediate-Term B | 0.31% | 107,386 | $8.4M | Reduce -2.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.30% | 168,603 | $8.3M | Add +1.4% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 45,840 | $8.2M | Add +2.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.27% | 81,728 | $7.4M | Add +0.8% |
| IWX iShares Russell Top 200 Valu | 0.27% | 90,236 | $7.3M | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.26% | 137,282 | $7.2M | New |
| BND Vanguard Total Bond Market | 0.25% | 91,012 | $6.9M | Reduce -3.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.24% | 61,811 | $6.7M | Reduce -4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 130,122 | $6.7M | Reduce -31.0% |
| EFV iShares MSCI Eafe Value ETF | 0.24% | 112,994 | $6.5M | Add +127.0% |
| SCHF Schwab Intl Equity ETF | 0.23% | 236,606 | $6.4M | Add +4.2% |
| VMBS Vanguard Mortgage-Backed Sec | 0.22% | 129,122 | $6.1M | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.21% | 197,570 | $5.9M | Add +7.6% |
| BLV Vanguard Long-Term Bond ETF | 0.21% | 76,969 | $5.8M | Add +0.5% |
| MBB iShares MBS ETF | 0.21% | 60,147 | $5.8M | Reduce -1.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.21% | 374,242 | $5.7M | Add +4.3% |
| IWB iShares Russell 1000 ETF | 0.20% | 18,765 | $5.6M | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 31,514 | $5.5M | Add +16.0% |
| HDV iShares Core High Dividend E | 0.18% | 42,779 | $5.0M | New |
| IVE iShares S&P 500 Value ETF | 0.16% | 22,707 | $4.5M | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 50,341 | $4.2M | Reduce -0.4% |
| INTF iShares International Equity | 0.14% | 120,352 | $3.8M | Add +1.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 44,481 | $3.7M | Reduce -64.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.13% | 58,542 | $3.7M | Add +34.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.13% | 66,452 | $3.6M | Add +32.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 12,712 | $3.3M | Reduce -7.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.12% | 109,860 | $3.3M | Reduce -3.1% |
| IYW iShares Ustechnology ETF | 0.12% | 21,117 | $3.2M | Reduce -6.8% |
| LCTU iShares U.S. Carbon Transiti | 0.11% | 50,298 | $3.1M | Reduce -5.6% |
| FREL Fidelity MSCI RL Est Indx | 0.11% | 106,806 | $3.1M | Reduce -2.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.11% | 146,777 | $3.0M | Add +73.0% |
| TIP iShares Tips Bond ETF | 0.11% | 27,269 | $3.0M | Reduce -24.0% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 45,545 | $2.8M | Reduce -1.7% |
| MUB iShares National Muni Bond E | 0.10% | 24,764 | $2.7M | Reduce -53.6% |
| PCY Invesco Emerging Markets Sov | 0.09% | 178,420 | $2.6M | Add +6.3% |
| TLT iShares 20+ Year Treasury BD | 0.09% | 25,471 | $2.5M | Reduce -17.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 6,474 | $2.5M | Add +0.8% |
| SMMD iShares Russell 2500 ETF | 0.09% | 36,256 | $2.5M | Add +55.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 9,936 | $2.4M | Reduce -12.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.08% | 20,921 | $2.3M | Reduce -2.0% |
| JHML John Hancock Multi Fact LRG | 0.08% | 31,266 | $2.2M | Add +8.7% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.08% | 94,737 | $2.1M | Reduce -1.2% |
| SPIP SS SPDR P Tips ETF | 0.08% | 77,087 | $2.1M | Reduce -3.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.07% | 75,915 | $1.8M | Add +13.6% |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 14,395 | $1.8M | Add +2.4% |
| SCHO Schwab Short-Term US Treas | 0.06% | 45,901 | $1.8M | Add +7.5% |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 38,549 | $1.6M | Add +5.7% |
| IHDG Wisdomtree International Hed | 0.06% | 34,158 | $1.6M | Add +27.2% |
| USRT iShares Core US REIT ETF | 0.06% | 29,790 | $1.5M | Reduce -2.2% |
| IWM iShares Russell 2000 ETF | 0.05% | 6,603 | $1.5M | Reduce -6.6% |
| IGEB iShares Investment Grade SYS | 0.05% | 27,095 | $1.3M | Add +6.3% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 47,644 | $1.1M | Add +1.7% |
| SPHY SS SPDR P High Yield ETF | 0.04% | 42,069 | $1.0M | Add +57.8% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 25,458 | $888K | Add +11.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 7,822 | $839K | Add +22.6% |
| DGRO iShares Core Dividend Growth | 0.03% | 12,346 | $770K | Reduce -7.5% |
| IFRA iShares US Infrastructure | 0.03% | 15,868 | $744K | Add +1.3% |
| JHMM John Hancock Multi Fact Mid | 0.03% | 12,326 | $740K | Add +9.1% |
| HYLB Xtrackers Usd High Yield Cor | 0.03% | 19,340 | $714K | Reduce -7.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.02% | 10,180 | $675K | Reduce -10.4% |
| JHEM John Hancock Multi Em MRK Et | 0.02% | 21,901 | $636K | Add +8.3% |
| LCTD iShares World Ex U.S. Carbon | 0.02% | 12,312 | $600K | Add +6.3% |
| JHMD John Hancock MF Dev Intl ETF | 0.02% | 16,775 | $598K | Add +10.3% |
Portfolio Sells Q2 2024 → Q3 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −1.18 |
| IVV iShares Core S&P 500 ETF | Reduce -29.6% | 1.52% | −0.61 |
| GSLC Goldman Activebeta US LC ETF | Reduce -5.9% | 7.70% | −0.35 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -64.0% | 0.13% | −0.24 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.6% | 1.02% | −0.23 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.0% | 15.91% | −0.21 |
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −0.20 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.9% | 2.98% | −0.15 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -22.4% | 0.43% | −0.13 |
| MUB iShares National Muni Bond E | Reduce -53.6% | 0.10% | −0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -31.0% | 0.24% | −0.11 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.11 |
| ESML iShares ESG Aware MSCI USA S | Reduce -25.1% | 0.33% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -18.9% | 0.47% | −0.08 |
| LRGF iShares US Equity Factor ETF | Reduce -3.2% | 4.20% | −0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.1% | 0.88% | −0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -4.3% | 1.27% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -24.0% | 0.11% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -4.4% | 0.51% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.2% | 0.34% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -1.1% | 0.32% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.0% | 0.32% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.02 |
| TLT iShares 20+ Year Treasury BD | Reduce -17.4% | 0.09% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -6.8% | 0.12% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.01 |
| FALN iShares Fallen Angels ETF | Sold out | 0.00% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.5% | 0.12% | −0.01 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -3.1% | 0.12% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.4% | 0.09% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -3.5% | 0.25% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.5% | 0.24% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -5.6% | 0.11% | −0.00 |
| BIV Vanguard Intermediate-Term B | Reduce -2.6% | 0.31% | −0.00 |
| SPIP SS SPDR P Tips ETF | Reduce -3.1% | 0.08% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -1.7% | 0.20% | −0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -27.3% | 0.01% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -2.2% | 0.06% | −0.00 |
| AAPL Apple Inc. | Reduce -14.4% | 0.01% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -10.4% | 0.02% | −0.00 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -7.3% | 0.03% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -6.6% | 0.05% | −0.00 |
| SCHH Schwab US REIT ETF | Reduce -0.1% | 0.02% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1636.5% | 0.76% | +0.72 |
| AGG iShares Core U.S. Aggregate | Add +3.8% | 10.70% | +0.49 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.0% | 6.75% | +0.44 |
| GEM Goldman Sachs Activebeta Em | Add +2.3% | 4.16% | +0.30 |
| IWX iShares Russell Top 200 Valu | New | 0.27% | +0.27 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.26% | +0.26 |
| GSIE Goldman Sachs Activebeta Int | Add +0.7% | 5.66% | +0.26 |
| USHY iShares Broad Usd High Yield | Add +7.2% | 2.93% | +0.20 |
| USSG Xtrackers MSCI USA Sele Eqty | Add +26.9% | 0.91% | +0.20 |
| HDV iShares Core High Dividend E | New | 0.18% | +0.18 |
| EMB iShares JP Morgan Usd Emergi | Add +5.6% | 2.33% | +0.16 |
| EFV iShares MSCI Eafe Value ETF | Add +127.0% | 0.24% | +0.14 |
| SCHX Schwab US Large-Cap ETF | Add +38.5% | 0.43% | +0.13 |
| EAGG iShares ESG Aware US Aggrega | Add +12.1% | 1.03% | +0.12 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +13.4% | 0.81% | +0.10 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +10.9% | 0.53% | +0.07 |
| ESGE iShares Inc. iShares ESG Awar | Add +13.5% | 0.36% | +0.06 |
| USXF iShares ESG Advance MSCI USA | Add +3.1% | 1.11% | +0.05 |
| HYXF iShares ESG Adv High Yield | Add +14.9% | 0.33% | +0.05 |
| BCI Abrdn Bloomberg All Commodit | Add +73.0% | 0.11% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +34.8% | 0.13% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +16.0% | 0.20% | +0.04 |
| SMMD iShares Russell 2500 ETF | Add +55.0% | 0.09% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +32.8% | 0.13% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.8% | 0.65% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +57.8% | 0.04% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.5% | 0.52% | +0.01 |
| IHDG Wisdomtree International Hed | Add +27.2% | 0.06% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +2.3% | 0.30% | +0.01 |
| QLTA iShares Aaa - A Rated Corpor | New | 0.01% | +0.01 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.01% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +13.6% | 0.07% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +0.5% | 0.21% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | New | 0.01% | +0.01 |
| JHML John Hancock Multi Fact LRG | Add +8.7% | 0.08% | +0.01 |
| VNQ Vanguard Real Estate ETF | New | 0.01% | +0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.4% | 0.30% | +0.01 |
| DGS Wisdomtree Em Small Cap | New | 0.01% | +0.01 |
| INTF iShares International Equity | Add +1.7% | 0.14% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +22.6% | 0.03% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +63.0% | 0.02% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.0% | 0.16% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | Add +5.7% | 0.06% | +0.00 |
| IGRO iShares Intl Div Growth ETF | Add +44.7% | 0.01% | +0.00 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Add +46.0% | 0.01% | +0.00 |
| JHMM John Hancock Multi Fact Mid | Add +9.1% | 0.03% | +0.00 |
| IGEB iShares Investment Grade SYS | Add +6.3% | 0.05% | +0.00 |
| JHEM John Hancock Multi Em MRK Et | Add +8.3% | 0.02% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +2.4% | 0.07% | +0.00 |
| JHMD John Hancock MF Dev Intl ETF | Add +10.3% | 0.02% | +0.00 |
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 |