SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q1 2025
Creator: SigFig Wealth Management, LLC
Published: 2025-04-09

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

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%
VWOB Vanguard Emerg MKTS Gov BND	0.02%	10,278	$658K	Reduce -0.6%
QLTA iShares Aaa - A Rated Corpor	0.02%	13,556	$643K	Add +66.4%
JHMD John Hancock MF Dev Intl ETF	0.02%	17,789	$627K	Add +1.0%
LCTD iShares World Ex U.S. Carbon	0.02%	13,097	$610K	Reduce -4.2%
JHEM John Hancock Multi Em MRK Et	0.02%	22,827	$609K	Add +0.3%
SCHH Schwab US REIT ETF	0.02%	47,622	$557K	Add +7.7%
HYDB iShares High Yield Systemati	0.02%	11,068	$521K	Add +0.5%
VYMI Vanguard Int High DVD YLD Inc.	0.02%	6,801	$503K	Add +26.6%
SCHK Schwab 1000 Index ETF	0.02%	18,526	$496K	New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.02%	5,998	$473K	Reduce -3.7%
IGRO iShares Intl Div Growth ETF	0.02%	6,457	$470K	Add +12.5%
HIMU iShares High Yild Muni A ETF	0.01%	7,771	$384K	New
AAPL Apple Inc.	0.01%	1,780	$338K	No change
VTEI Vanguard Int Tax-Exempt Bond	0.01%	3,251	$321K	New
BIDD iShares International Divide	0.01%	12,270	$318K	Add +3.8%
JHSC John Hancock Multi Small Cap	0.01%	8,384	$311K	Add +0.7%
VNQ Vanguard Real Estate ETF	0.01%	3,356	$295K	Add +24.5%
NUSC Nuveen ESG Small-Cap ETF	0.01%	6,867	$264K	Add +13.2%
DGS Wisdomtree Em Small Cap	0.01%	5,154	$251K	Add +7.6%
BALI Is US LRG CP Pre Inc. Act-Usd	0.01%	8,268	$237K	Add +21.8%
THRO iShares U.S. Thematic Rotati	0.01%	7,253	$229K	New
FTGC First Trust Global Tactical	0.01%	8,601	$218K	New
SUSA iShares ESG Optimized MSCI U	0.01%	1,886	$215K	New
HYGW iShares HY Corp. BD Buywr ETF	0.01%	6,790	$214K	New
BSCR Invesco Bulletshares 2027 CB	0.01%	10,642	$208K	Add +1.8%
BSCQ Invesco Bulletshares 2026 CB	0.01%	10,674	$208K	Add +1.3%
BSCP Invesco Bulletshares 2025 CB	0.01%	9,985	$206K	Add +1.4%

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