SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q4 2024
Creator: SigFig Wealth Management, LLC
Published: 2025-02-11

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), SigFig Wealth Management, LLC reported 124 stock positions worth $2.8 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.6%) and Goldman Activebeta US LC ETF (GSLC, 7.8%). Compared with Q3 2024, it opened 11 new positions, sold out of 5, added to 79 and reduced 33. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +382%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −23%).

Most Recent 13F: Q2 2026
Location: SAN FRANCISCO, CA
CIK: 0001696957
Portfolio Value: $2.8B (Q4 2024)
SEC Filing: 0001696957-25-000003 ↗ filed Feb 11, 2025

Holdings Value

Holdings 124 stocks · $2.8B


ITOT iShares Core S&P Total U.S.	16.25%	3,479,498	$449.0M	Reduce -0.6%
AGG iShares Core U.S. Aggregate	10.60%	3,022,430	$292.9M	Add +4.0%
GSLC Goldman Activebeta US LC ETF	7.81%	1,866,109	$215.7M	Reduce -0.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	6.55%	4,001,702	$181.0M	Add +1.7%
GSIE Goldman Sachs Activebeta Int	5.47%	4,527,786	$151.0M	Add +5.3%
LRGF iShares US Equity Factor ETF	4.33%	1,973,566	$119.6M	Reduce -0.1%
VXF Vanguard Extended Market ETF	4.21%	611,608	$116.3M	Reduce -3.5%
GEM Goldman Sachs Activebeta Em	3.81%	3,291,658	$105.3M	Add +2.3%
IEFA iShares Core MSCI Eafe ETF	3.14%	1,238,180	$86.8M	Add +4.0%
PDBC Invesco Optimum Yield Divers	3.04%	6,503,133	$84.1M	Add +8.5%
IJR iShares Core S&P Small-Cap E	2.94%	706,015	$81.2M	Add +0.1%
USHY iShares Broad Usd High Yield	2.92%	2,195,409	$80.7M	Add +2.5%
IEMG iShares Core MSCI Emerging	2.48%	1,311,960	$68.4M	Add +2.5%
EMB iShares JP Morgan Usd Emergi	2.28%	707,297	$63.0M	Add +2.7%
VOO Vanguard S&P 500 ETF	1.30%	66,414	$35.9M	Reduce -0.6%
IVV iShares Core S&P 500 ETF	1.20%	56,142	$33.2M	Reduce -22.9%
USXF iShares ESG Advance MSCI USA	1.17%	649,148	$32.4M	Add +4.1%
EAGG iShares ESG Aware US Aggrega	1.06%	627,970	$29.2M	Add +8.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.98%	102,400	$27.0M	Add +28.4%
USSG Xtrackers MSCI USA Sele Eqty	0.97%	496,000	$26.9M	Add +5.2%
VEA Vanguard Ftse Developed ETF	0.96%	557,629	$26.6M	Add +3.7%
EUSB Ishr ESG Advn Universal BD-$	0.82%	535,241	$22.8M	Add +5.9%
SPTM SS SPDR P S&P 1500 Comp ETF	0.81%	355,153	$22.5M	Reduce -9.5%
SPYG SS SPDR P S&P 500 Growth ETF	0.69%	214,295	$19.0M	Add +381.8%
SPDW Ste STR SPDR PT DW Eu ETF	0.66%	542,592	$18.4M	Add +5.2%
SCHX Schwab US Large-Cap ETF	0.59%	732,687	$16.4M	Add +33.6%
DMXF iShares ESG Advanc MSCI Eafe	0.55%	233,325	$15.1M	Add +14.5%
BNDX Vanguard Total Intl Bond ETF	0.53%	298,641	$14.7M	Add +5.6%
SPEM State Street SP PTF Em ETF	0.48%	355,053	$13.1M	Reduce -5.6%
VWO Vanguard Ftse Emerging Marke	0.45%	282,695	$12.3M	Add +1.8%
SPAB SS SPDR P Agg Bond ETF	0.45%	455,128	$12.3M	Add +3.1%
BSV Vanguard Short-Term Bond ETF	0.44%	156,898	$12.1M	Add +2.7%
IVW iShares S&P 500 Growth ETF	0.35%	94,226	$9.7M	Reduce -4.6%
ESGE iShares Inc. iShares ESG Awar	0.35%	287,430	$9.6M	Add +7.0%
ESML iShares ESG Aware MSCI USA S	0.35%	227,283	$9.5M	Add +3.7%
HYXF iShares ESG Adv High Yield	0.34%	200,274	$9.3M	Add +5.9%
IWY iShares Russell Top 200 Grow	0.33%	38,948	$9.2M	New
SCHB Schwab US Broad Market ETF	0.32%	528,358	$8.9M	Reduce -4.5%
DYNF Ishrs US E F R A ETF-Usd Inc.	0.31%	168,076	$8.7M	Reduce -0.3%
QUAL iShares MSCI USA Quality Fac	0.31%	47,277	$8.4M	Add +3.1%
BIV Vanguard Intermediate-Term B	0.30%	112,203	$8.4M	Add +4.5%
EFV iShares MSCI Eafe Value ETF	0.25%	134,207	$7.0M	Add +18.8%
EFG iShares MSCI Eafe Growth ETF	0.25%	72,135	$7.0M	Add +16.7%
VTI VG Morningstar TS MKT ETF-US	0.25%	27,964	$6.9M	Reduce -22.5%
VTEB Vanguard Tax-Exempt Bond ETF	0.25%	136,967	$6.9M	Add +5.3%
XMMO Invesco S&P Midcap Momentum	0.25%	55,040	$6.8M	New
BND Vanguard Total Bond Market	0.24%	92,302	$6.7M	Add +1.4%
SCHF Schwab Intl Equity ETF	0.23%	552,378	$6.3M	Add +16.7%
VMBS Vanguard Mortgage-Backed Sec	0.22%	133,053	$6.0M	Add +3.0%
MBB iShares MBS ETF	0.21%	63,936	$5.9M	Add +6.3%
BLV Vanguard Long-Term Bond ETF	0.21%	84,598	$5.8M	Add +9.9%
VTV Vanguard Mrngstr Val ETF-Aui	0.21%	33,649	$5.7M	Add +6.8%
IWB iShares Russell 1000 ETF	0.20%	17,812	$5.6M	Reduce -5.1%
SCHE Schwab Emrg Mrkts Eqty ETF	0.20%	378,352	$5.6M	Add +1.1%
SCHZ Schwab US Aggregate Bond ETF	0.20%	427,119	$5.4M	Add +8.1%
SPMO Invesco S&P 500 Momentum ETF	0.20%	56,404	$5.4M	Reduce -31.0%
IVE iShares S&P 500 Value ETF	0.16%	23,642	$4.5M	Add +4.1%
SHY iShares 1-3 Year Treasury Bo	0.16%	53,379	$4.4M	Add +6.0%
BINC iShares Flex I A ETF-Usd Inc.	0.15%	78,323	$4.1M	Add +17.9%
EMXC iShares MSCI Emr MRK Ex Chna	0.13%	65,705	$3.6M	Add +12.2%
SMMD iShares Russell 2500 ETF	0.13%	52,138	$3.5M	Add +43.8%
INTF iShares International Equity	0.12%	119,295	$3.4M	Reduce -0.9%
IYW iShares Ustechnology ETF	0.12%	20,742	$3.3M	Reduce -1.8%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS	0.12%	168,548	$3.3M	Add +14.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.12%	12,224	$3.3M	Reduce -3.8%
LCTU iShares U.S. Carbon Transiti	0.12%	51,049	$3.3M	Add +1.5%
SPTS SS SPDR P St Term TSY ETF	0.11%	104,692	$3.2M	Reduce -4.7%
TIP iShares Tips Bond ETF	0.11%	28,760	$3.1M	Add +5.5%
FREL Fidelity MSCI RL Est Indx	0.10%	107,922	$2.9M	Add +1.0%
IJH iShares Core S&P Midcap ETF	0.10%	43,868	$2.7M	Reduce -3.7%
MUB iShares National Muni Bond E	0.09%	24,472	$2.6M	Reduce -1.2%
PCY Invesco Emerging Markets Sov	0.09%	184,811	$2.4M	Add +3.6%
VUG Vanguard Mrngstar GR ETF-Sui	0.09%	5,877	$2.4M	Reduce -9.2%
TLT iShares 20+ Year Treasury BD	0.09%	26,934	$2.4M	Add +5.7%
VB Vanguard Most SM-Cap ETF-Usd	0.08%	9,468	$2.3M	Reduce -4.7%
MTUM iShares MSCI USA Momentum Fa	0.08%	10,827	$2.3M	New
DSI iShares ESG MSCI KLD 400 ETF	0.08%	20,091	$2.2M	Reduce -4.0%
JHML John Hancock Multi Fact LRG	0.08%	31,622	$2.2M	Add +1.1%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.08%	101,446	$2.1M	Add +7.1%
SPIP SS SPDR P Tips ETF	0.07%	73,537	$2.0M	Reduce -4.6%
SCHO Schwab Short-Term US Treas	0.07%	98,962	$1.9M	Add +7.8%
ESGU iShares ESG Aware MSCI USA	0.07%	14,246	$1.8M	Reduce -1.0%
SUSC iShares ESG Aware Usd Corpor	0.07%	79,958	$1.8M	Add +5.3%
IHDG Wisdomtree International Hed	0.06%	40,238	$1.7M	Add +17.8%
SPHY SS SPDR P High Yield ETF	0.06%	67,943	$1.6M	Add +61.5%
PRF Invesco Rafi US 1000 ETF	0.06%	37,928	$1.5M	Reduce -1.6%
IWM iShares Russell 2000 ETF	0.05%	6,587	$1.5M	Reduce -0.2%
USRT iShares Core US REIT ETF	0.05%	26,254	$1.4M	Reduce -11.9%
GOVT iShares US Treasury Bond ETF	0.04%	48,984	$1.1M	Add +2.8%
IJS iShares S&P Small-Cap 600 Va	0.03%	8,652	$936K	Add +10.6%
IAU iShares Gold Trust	0.03%	18,054	$889K	New
JHMM John Hancock Multi Fact Mid	0.03%	12,577	$751K	Add +2.0%
DGRO iShares Core Dividend Growth	0.03%	12,203	$747K	Reduce -1.2%
SCHP Schwab U.S. Tips ETF	0.03%	57,456	$736K	Add +12.8%
HYLB Xtrackers Usd High Yield Cor	0.03%	19,893	$718K	Add +2.9%
IFRA iShares US Infrastructure	0.03%	15,498	$716K	Reduce -2.3%
ICVT iShares Convertible Bond ETF	0.03%	8,155	$694K	Add +26.8%
HYMB SS SPDR N Ice HY Muni ETF	0.02%	26,825	$687K	Add +40.5%
VWOB Vanguard Emerg MKTS Gov BND	0.02%	10,337	$654K	Add +1.5%
VYM Vanguard High DVD Yield ETF	0.02%	4,685	$596K	Add +2.1%

Show all 124 holdings

Portfolio Sells Q3 2024 → Q4 2024


IVV iShares Core S&P 500 ETF	Reduce -22.9%	1.20%	−0.32
IWX iShares Russell Top 200 Valu	Sold out	0.00%	−0.27
SPYV SS SPDR P S&P 500 Value ETF	Sold out	0.00%	−0.26
HDV iShares Core High Dividend E	Sold out	0.00%	−0.18
SPMO Invesco S&P 500 Momentum ETF	Reduce -31.0%	0.20%	−0.07
VTI VG Morningstar TS MKT ETF-US	Reduce -22.5%	0.25%	−0.07
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -9.5%	0.81%	−0.06
IGEB iShares Investment Grade SYS	Sold out	0.00%	−0.05
SPEM State Street SP PTF Em ETF	Reduce -5.6%	0.48%	−0.04
INTF iShares International Equity	Reduce -0.9%	0.12%	−0.01
ESGD iShares Trust iShares ESG Aw	Sold out	0.00%	−0.01
USRT iShares Core US REIT ETF	Reduce -11.9%	0.05%	−0.01
SPTS SS SPDR P St Term TSY ETF	Reduce -4.7%	0.11%	−0.01
IJH iShares Core S&P Midcap ETF	Reduce -3.7%	0.10%	−0.00
SCHB Schwab US Broad Market ETF	Reduce -4.5%	0.32%	−0.00
MUB iShares National Muni Bond E	Reduce -1.2%	0.09%	−0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -4.7%	0.08%	−0.00
SPIP SS SPDR P Tips ETF	Reduce -4.6%	0.07%	−0.00
DSI iShares ESG MSCI KLD 400 ETF	Reduce -4.0%	0.08%	−0.00
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -9.2%	0.09%	−0.00
IWB iShares Russell 1000 ETF	Reduce -5.1%	0.20%	−0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -6.3%	0.02%	−0.00
PRF Invesco Rafi US 1000 ETF	Reduce -1.6%	0.06%	−0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -3.8%	0.12%	−0.00
IFRA iShares US Infrastructure	Reduce -2.3%	0.03%	−0.00
DGRO iShares Core Dividend Growth	Reduce -1.2%	0.03%	−0.00
CLOA iShares Aaa Clo Act ETF-Usdi	Reduce -5.5%	0.01%	−0.00
NUSC Nuveen ESG Small-Cap ETF	Reduce -1.4%	0.01%	−0.00
IWM iShares Russell 2000 ETF	Reduce -0.2%	0.05%	−0.00
ESGU iShares ESG Aware MSCI USA	Reduce -1.0%	0.07%	+0.00
IYW iShares Ustechnology ETF	Reduce -1.8%	0.12%	+0.01
IVW iShares S&P 500 Growth ETF	Reduce -4.6%	0.35%	+0.01
DYNF Ishrs US E F R A ETF-Usd Inc.	Reduce -0.3%	0.31%	+0.01
VOO Vanguard S&P 500 ETF	Reduce -0.6%	1.30%	+0.03
VXF Vanguard Extended Market ETF	Reduce -3.5%	4.21%	+0.03
GSLC Goldman Activebeta US LC ETF	Reduce -0.9%	7.81%	+0.11
LRGF iShares US Equity Factor ETF	Reduce -0.1%	4.33%	+0.13
ITOT iShares Core S&P Total U.S.	Reduce -0.6%	16.25%	+0.35

Portfolio Buys Q3 2024 → Q4 2024


SPYG SS SPDR P S&P 500 Growth ETF	Add +381.8%	0.69%	+0.55
IWY iShares Russell Top 200 Grow	New	0.33%	+0.33
XMMO Invesco S&P Midcap Momentum	New	0.25%	+0.25
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +28.4%	0.98%	+0.22
SCHX Schwab US Large-Cap ETF	Add +33.6%	0.59%	+0.17
PDBC Invesco Optimum Yield Divers	Add +8.5%	3.04%	+0.12
MTUM iShares MSCI USA Momentum Fa	New	0.08%	+0.08
USXF iShares ESG Advance MSCI USA	Add +4.1%	1.17%	+0.06
USSG Xtrackers MSCI USA Sele Eqty	Add +5.2%	0.97%	+0.06
SMMD iShares Russell 2500 ETF	Add +43.8%	0.13%	+0.04
IAU iShares Gold Trust	New	0.03%	+0.03
EAGG iShares ESG Aware US Aggrega	Add +8.0%	1.06%	+0.03
SPHY SS SPDR P High Yield ETF	Add +61.5%	0.06%	+0.02
HYDB iShares High Yield Systemati	New	0.02%	+0.02
BINC iShares Flex I A ETF-Usd Inc.	Add +17.9%	0.15%	+0.02
EFV iShares MSCI Eafe Value ETF	Add +18.8%	0.25%	+0.02
VGIT Vanguard Intermediate-Term T	New	0.02%	+0.02
BNDX Vanguard Total Intl Bond ETF	Add +5.6%	0.53%	+0.01
ESML iShares ESG Aware MSCI USA S	Add +3.7%	0.35%	+0.01
DMXF iShares ESG Advanc MSCI Eafe	Add +14.5%	0.55%	+0.01
SPAB SS SPDR P Agg Bond ETF	Add +3.1%	0.45%	+0.01
BCI Abrdn Bloomberg All Commodit	Add +14.8%	0.12%	+0.01
EFG iShares MSCI Eafe Growth ETF	Add +16.7%	0.25%	+0.01
BIDD iShares International Divide	New	0.01%	+0.01
SPDW Ste STR SPDR PT DW Eu ETF	Add +5.2%	0.66%	+0.01
EUSB Ishr ESG Advn Universal BD-$	Add +5.9%	0.82%	+0.01
HYXF iShares ESG Adv High Yield	Add +5.9%	0.34%	+0.01
SUSB iShares ESG Aware 1-5 Year U	Add +96.9%	0.02%	+0.01
QUAL iShares MSCI USA Quality Fac	Add +3.1%	0.31%	+0.01
BALI Is US LRG CP Pre Inc. Act-Usd	New	0.01%	+0.01
BSCR Invesco Bulletshares 2027 CB	New	0.01%	+0.01
BSCQ Invesco Bulletshares 2026 CB	New	0.01%	+0.01
BSCP Invesco Bulletshares 2025 CB	New	0.01%	+0.01
VTEB Vanguard Tax-Exempt Bond ETF	Add +5.3%	0.25%	+0.01
VTV Vanguard Mrngstr Val ETF-Aui	Add +6.8%	0.21%	+0.01
HYMB SS SPDR N Ice HY Muni ETF	Add +40.5%	0.02%	+0.01
IHDG Wisdomtree International Hed	Add +17.8%	0.06%	+0.01
SHY iShares 1-3 Year Treasury Bo	Add +6.0%	0.16%	+0.01
ICVT iShares Convertible Bond ETF	Add +26.8%	0.03%	+0.01
QLTA iShares Aaa - A Rated Corpor	Add +62.5%	0.01%	+0.00
SCHO Schwab Short-Term US Treas	Add +7.8%	0.07%	+0.00
LCTU iShares U.S. Carbon Transiti	Add +1.5%	0.12%	+0.00
IJS iShares S&P Small-Cap 600 Va	Add +10.6%	0.03%	+0.00
MBB iShares MBS ETF	Add +6.3%	0.21%	+0.00
TIP iShares Tips Bond ETF	Add +5.5%	0.11%	+0.00
IGRO iShares Intl Div Growth ETF	Add +25.1%	0.01%	+0.00
BSV Vanguard Short-Term Bond ETF	Add +2.7%	0.44%	+0.00
JHML John Hancock Multi Fact LRG	Add +1.1%	0.08%	+0.00
IVE iShares S&P 500 Value ETF	Add +4.1%	0.16%	+0.00
VYMI Vanguard Int High DVD YLD Inc.	Add +16.3%	0.01%	+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