SigFig Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), SigFig Wealth Management, LLC reported 127 stock positions worth $2.8 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 15.3% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 11.0%) and Goldman Activebeta US LC ETF (GSLC, 7.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 6, added to 79 and reduced 38. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +59%) and the biggest sale Vanguard Extended Market ETF (VXF, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001696957
- Portfolio Value
- $2.8B (Q1 2025)
- SEC Filing
- 0001696957-25-000005 ↗ filed Apr 9, 2025
Holdings Value
Holdings 127 stocks · $2.8B
| ITOT iShares Core S&P Total U.S. | 15.31% | 3,489,882 | $423.6M | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 11.02% | 3,092,836 | $305.0M | Add +2.3% |
| GSLC Goldman Activebeta US LC ETF | 7.38% | 1,866,815 | $204.2M | Add +0.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 6.80% | 4,092,523 | $188.2M | Add +2.3% |
| GSIE Goldman Sachs Activebeta Int | 5.92% | 4,550,788 | $163.7M | Add +0.5% |
| LRGF iShares US Equity Factor ETF | 4.11% | 1,976,940 | $113.7M | Add +0.2% |
| GEM Goldman Sachs Activebeta Em | 4.01% | 3,339,240 | $111.1M | Add +1.4% |
| VXF Vanguard Extended Market ETF | 3.67% | 586,476 | $101.4M | Reduce -4.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.42% | 1,244,543 | $94.6M | Add +0.5% |
| PDBC Invesco Optimum Yield Divers | 3.19% | 6,566,707 | $88.4M | Add +1.0% |
| USHY iShares Broad Usd High Yield | 2.98% | 2,244,687 | $82.5M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 2.71% | 721,295 | $75.0M | Add +2.2% |
| IEMG iShares Core MSCI Emerging | 2.63% | 1,350,526 | $72.8M | Add +2.9% |
| EMB iShares JP Morgan Usd Emergi | 2.37% | 726,829 | $65.6M | Add +2.8% |
| IVV iShares Core S&P 500 ETF | 1.80% | 89,194 | $49.8M | Add +58.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.23% | 132,459 | $34.1M | Add +29.4% |
| VOO Vanguard S&P 500 ETF | 1.22% | 66,076 | $33.8M | Reduce -0.5% |
| USXF iShares ESG Advance MSCI USA | 1.12% | 668,871 | $31.1M | Add +3.0% |
| EAGG iShares ESG Aware US Aggrega | 1.11% | 650,263 | $30.8M | Add +3.5% |
| VEA Vanguard Ftse Developed ETF | 1.01% | 549,578 | $27.9M | Reduce -1.4% |
| USSG Xtrackers MSCI USA Sele Eqty | 0.92% | 507,386 | $25.4M | Add +2.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.85% | 543,320 | $23.5M | Add +1.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.79% | 341,551 | $21.8M | Reduce -3.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.72% | 571,599 | $20.0M | Add +5.3% |
| SCHX Schwab US Large-Cap ETF | 0.71% | 908,659 | $19.5M | Add +24.0% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.57% | 231,727 | $15.7M | Reduce -0.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.53% | 300,194 | $14.7M | Add +0.5% |
| SPEM State Street SP PTF Em ETF | 0.46% | 340,082 | $12.8M | Reduce -4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 279,610 | $12.5M | Reduce -1.1% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 155,904 | $12.2M | Reduce -0.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.44% | 454,693 | $12.2M | Reduce -0.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.37% | 293,175 | $10.3M | Add +2.0% |
| HYXF iShares ESG Adv High Yield | 0.34% | 203,719 | $9.4M | Add +1.7% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 55,100 | $9.3M | Add +16.6% |
| ESML iShares ESG Aware MSCI USA S | 0.33% | 238,913 | $9.2M | Add +5.1% |
| SCHB Schwab US Broad Market ETF | 0.32% | 568,911 | $8.8M | Add +7.7% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 94,480 | $8.7M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 0.31% | 111,915 | $8.6M | Reduce -0.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.30% | 170,481 | $8.3M | Add +1.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.30% | 89,450 | $8.2M | Add +58.6% |
| IVE iShares S&P 500 Value ETF | 0.24% | 35,291 | $6.7M | Add +49.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 26,777 | $6.6M | Reduce -4.2% |
| BND Vanguard Total Bond Market | 0.24% | 89,047 | $6.5M | Reduce -3.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 130,996 | $6.5M | Reduce -4.4% |
| EFV iShares MSCI Eafe Value ETF | 0.23% | 107,779 | $6.4M | Reduce -19.7% |
| SCHF Schwab Intl Equity ETF | 0.22% | 566,906 | $6.1M | Add +2.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.22% | 132,045 | $6.1M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 34,765 | $5.9M | Add +3.3% |
| BLV Vanguard Long-Term Bond ETF | 0.21% | 83,551 | $5.8M | Reduce -1.2% |
| IWX iShares Russell Top 200 Valu | 0.21% | 70,194 | $5.7M | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.20% | 442,544 | $5.5M | Add +3.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.20% | 389,704 | $5.5M | Add +3.0% |
| IWB iShares Russell 1000 ETF | 0.19% | 17,123 | $5.3M | Reduce -3.9% |
| MBB iShares MBS ETF | 0.19% | 55,740 | $5.2M | Reduce -12.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 53,243 | $4.5M | Reduce -0.3% |
| SMMD iShares Russell 2500 ETF | 0.16% | 69,497 | $4.4M | Add +33.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 41,240 | $4.2M | Reduce -42.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.15% | 79,194 | $4.1M | Add +1.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 51,467 | $4.1M | Reduce -76.0% |
| TLH iShares 10-20 Year Treasury | 0.14% | 36,343 | $3.7M | Add +941.6% |
| INTF iShares International Equity | 0.13% | 118,953 | $3.7M | Reduce -0.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.13% | 164,852 | $3.5M | Reduce -2.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 12,707 | $3.2M | Add +4.0% |
| TIP iShares Tips Bond ETF | 0.12% | 29,366 | $3.2M | Add +2.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.11% | 100,875 | $3.0M | Reduce -3.6% |
| LCTU iShares U.S. Carbon Transiti | 0.11% | 49,723 | $3.0M | Reduce -2.6% |
| IYW iShares Ustechnology ETF | 0.11% | 21,271 | $3.0M | Add +2.5% |
| FREL Fidelity MSCI RL Est Indx | 0.11% | 108,858 | $3.0M | Add +0.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 52,840 | $2.9M | Reduce -19.6% |
| MUB iShares National Muni Bond E | 0.10% | 26,597 | $2.8M | Add +8.7% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 45,038 | $2.6M | Add +2.7% |
| OEF iShares S&P 100 ETF | 0.09% | 9,321 | $2.5M | Add +948.5% |
| PCY Invesco Emerging Markets Sov | 0.09% | 189,175 | $2.4M | Add +2.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.08% | 11,455 | $2.3M | Add +5.8% |
| IAU iShares Gold Trust | 0.08% | 39,070 | $2.3M | Add +116.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 10,165 | $2.3M | Add +7.4% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.08% | 99,052 | $2.1M | Reduce -2.4% |
| JHML John Hancock Multi Fact LRG | 0.08% | 31,562 | $2.1M | Reduce -0.2% |
| SPHY SS SPDR P High Yield ETF | 0.08% | 89,610 | $2.1M | Add +31.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 19,995 | $2.0M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 5,450 | $2.0M | Reduce -7.3% |
| SPIP SS SPDR P Tips ETF | 0.07% | 69,855 | $1.9M | Reduce -5.0% |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 15,859 | $1.9M | Add +11.3% |
| IHDG Wisdomtree International Hed | 0.07% | 42,831 | $1.9M | Add +6.4% |
| SCHO Schwab Short-Term US Treas | 0.07% | 103,786 | $1.9M | Add +4.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.06% | 74,667 | $1.7M | Reduce -6.6% |
| PRF Invesco Rafi US 1000 ETF | 0.05% | 37,943 | $1.5M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.05% | 6,591 | $1.3M | Add +0.1% |
| USRT iShares Core US REIT ETF | 0.05% | 25,313 | $1.3M | Reduce -3.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.04% | 32,175 | $1.2M | New |
| GOVT iShares US Treasury Bond ETF | 0.04% | 49,989 | $1.1M | Add +2.0% |
| VGIT Vanguard Intermediate-Term T | 0.04% | 17,855 | $1.1M | Add +145.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.03% | 36,951 | $931K | Add +37.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 9,422 | $916K | Add +8.9% |
| HYLB Xtrackers Usd High Yield Cor | 0.03% | 19,986 | $721K | Add +0.5% |
| JHMM John Hancock Multi Fact Mid | 0.03% | 12,661 | $721K | Add +0.7% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 57,407 | $707K | Reduce -0.1% |
| ICVT iShares Convertible Bond ETF | 0.03% | 8,309 | $698K | Add +1.9% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 5,279 | $673K | Add +12.7% |
| DGRO iShares Core Dividend Growth | 0.02% | 10,828 | $662K | Reduce -11.3% |
Portfolio Sells Q4 2024 → Q1 2025
| VXF Vanguard Extended Market ETF | Reduce -4.1% | 3.67% | −0.54 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -76.0% | 0.15% | −0.54 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.33 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.25 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -42.8% | 0.15% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 1.22% | −0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -19.6% | 0.11% | −0.03 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -3.8% | 0.79% | −0.02 |
| MBB iShares MBS ETF | Reduce -12.8% | 0.19% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -19.7% | 0.23% | −0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.3% | 0.07% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.4% | 0.23% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -4.2% | 0.46% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -3.9% | 0.19% | −0.01 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Sold out | 0.00% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -2.6% | 0.11% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.2% | 0.24% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.5% | 0.07% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -0.1% | 0.44% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -3.5% | 0.24% | −0.00 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -3.6% | 0.11% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -6.6% | 0.06% | −0.00 |
| JHML John Hancock Multi Fact LRG | Reduce -0.2% | 0.08% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -11.3% | 0.02% | −0.00 |
| SPIP SS SPDR P Tips ETF | Reduce -5.0% | 0.07% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -3.6% | 0.05% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.1% | 0.03% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -3.7% | 0.02% | −0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.6% | 0.02% | +0.00 |
| LCTD iShares World Ex U.S. Carbon | Reduce -4.2% | 0.02% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.3% | 0.16% | +0.00 |
| BLV Vanguard Long-Term Bond ETF | Reduce -1.2% | 0.21% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.6% | 0.44% | +0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -2.4% | 0.08% | +0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -0.8% | 0.22% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.1% | 0.45% | +0.00 |
| BIV Vanguard Intermediate-Term B | Reduce -0.3% | 0.31% | +0.01 |
| BCI Abrdn Bloomberg All Commodit | Reduce -2.2% | 0.13% | +0.01 |
| INTF iShares International Equity | Reduce -0.3% | 0.13% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -0.7% | 0.57% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 1.01% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +58.9% | 1.80% | +0.60 |
| GSIE Goldman Sachs Activebeta Int | Add +0.5% | 5.92% | +0.45 |
| AGG iShares Core U.S. Aggregate | Add +2.3% | 11.02% | +0.42 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 3.42% | +0.28 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +29.4% | 1.23% | +0.25 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.3% | 6.80% | +0.25 |
| IWX iShares Russell Top 200 Valu | New | 0.21% | +0.21 |
| GEM Goldman Sachs Activebeta Em | Add +1.4% | 4.01% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +2.9% | 2.63% | +0.15 |
| PDBC Invesco Optimum Yield Divers | Add +1.0% | 3.19% | +0.15 |
| TLH iShares 10-20 Year Treasury | Add +941.6% | 0.14% | +0.12 |
| SCHX Schwab US Large-Cap ETF | Add +24.0% | 0.71% | +0.11 |
| SPMO Invesco S&P 500 Momentum ETF | Add +58.6% | 0.30% | +0.10 |
| EMB iShares JP Morgan Usd Emergi | Add +2.8% | 2.37% | +0.09 |
| OEF iShares S&P 100 ETF | Add +948.5% | 0.09% | +0.08 |
| IVE iShares S&P 500 Value ETF | Add +49.3% | 0.24% | +0.08 |
| USHY iShares Broad Usd High Yield | Add +2.2% | 2.98% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +5.3% | 0.72% | +0.06 |
| EAGG iShares ESG Aware US Aggrega | Add +3.5% | 1.11% | +0.06 |
| IAU iShares Gold Trust | Add +116.4% | 0.08% | +0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.04% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +16.6% | 0.34% | +0.03 |
| SMMD iShares Russell 2500 ETF | Add +33.3% | 0.16% | +0.03 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +1.5% | 0.85% | +0.02 |
| VGIT Vanguard Intermediate-Term T | Add +145.3% | 0.04% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +2.0% | 0.37% | +0.02 |
| SPHY SS SPDR P High Yield ETF | Add +31.9% | 0.08% | +0.02 |
| SCHK Schwab 1000 Index ETF | New | 0.02% | +0.02 |
| HIMU iShares High Yild Muni A ETF | New | 0.01% | +0.01 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.01% | +0.01 |
| QLTA iShares Aaa - A Rated Corpor | Add +66.4% | 0.02% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.3% | 0.21% | +0.01 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +37.8% | 0.03% | +0.01 |
| THRO iShares U.S. Thematic Rotati | New | 0.01% | +0.01 |
| FTGC First Trust Global Tactical | New | 0.01% | +0.01 |
| SUSA iShares ESG Optimized MSCI U | New | 0.01% | +0.01 |
| HYGW iShares HY Corp. BD Buywr ETF | New | 0.01% | +0.01 |
| MUB iShares National Muni Bond E | Add +8.7% | 0.10% | +0.01 |
| TIP iShares Tips Bond ETF | Add +2.1% | 0.12% | +0.01 |
| HYXF iShares ESG Adv High Yield | Add +1.7% | 0.34% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +26.6% | 0.02% | +0.01 |
| IHDG Wisdomtree International Hed | Add +6.4% | 0.07% | +0.00 |
| IGRO iShares Intl Div Growth ETF | Add +12.5% | 0.02% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +11.3% | 0.07% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.6% | 0.20% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +12.7% | 0.02% | +0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +1.1% | 0.15% | +0.00 |
| FREL Fidelity MSCI RL Est Indx | Add +0.9% | 0.11% | +0.00 |
| JHMD John Hancock MF Dev Intl ETF | Add +1.0% | 0.02% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +24.5% | 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 |