SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q3 2024
Creator: SigFig Wealth Management, LLC
Published: 2024-11-14

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

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%
SCHH Schwab US REIT ETF	0.02%	42,830	$596K	Reduce -0.1%
VYM Vanguard High DVD Yield ETF	0.02%	4,590	$586K	Add +4.0%
ICVT iShares Convertible Bond ETF	0.02%	6,434	$537K	Add +2.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.02%	6,641	$534K	Reduce -3.0%
HYMB SS SPDR N Ice HY Muni ETF	0.02%	19,088	$500K	Add +63.0%
TLH iShares 10-20 Year Treasury	0.01%	3,369	$370K	Add +0.8%
CLOA iShares Aaa Clo Act ETF-Usdi	0.01%	6,675	$347K	Add +46.0%
IGRO iShares Intl Div Growth ETF	0.01%	4,590	$343K	Add +44.7%
VYMI Vanguard Int High DVD YLD Inc.	0.01%	4,618	$341K	Add +11.7%
AAPL Apple Inc.	0.01%	1,780	$338K	Reduce -14.4%
JHSC John Hancock Multi Small Cap	0.01%	8,113	$325K	Add +9.3%
NUSC Nuveen ESG Small-Cap ETF	0.01%	6,149	$263K	Reduce -27.3%
SUSB iShares ESG Aware 1-5 Year U	0.01%	9,890	$249K	New
QLTA iShares Aaa - A Rated Corpor	0.01%	5,014	$247K	New
OEF iShares S&P 100 ETF	0.01%	869	$239K	Add +0.1%
ESGD iShares Trust iShares ESG Aw	0.01%	2,704	$228K	New
VNQ Vanguard Real Estate ETF	0.01%	2,454	$223K	New
DGS Wisdomtree Em Small Cap	0.01%	4,055	$219K	New

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