SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q3 2025
Creator: SigFig Wealth Management, LLC
Published: 2025-10-21

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), SigFig Wealth Management, LLC reported 138 stock positions worth $3.2 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.2% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.8%) and Goldman Activebeta US LC ETF (GSLC, 6.9%). Compared with Q2 2025, it opened 7 new positions, sold out of 2, added to 71 and reduced 59. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +208%) and the biggest sale Vanguard Extended Market ETF (VXF, shares −95%).

Most Recent 13F: Q2 2026
Location: SAN FRANCISCO, CA
CIK: 0001696957
Portfolio Value: $3.2B (Q3 2025)
SEC Filing: 0001696957-25-000008 ↗ filed Oct 21, 2025

Holdings Value

Holdings 138 stocks · $3.2B


ITOT iShares Core S&P Total U.S.	16.18%	3,604,140	$523.3M	Add +1.9%
AGG iShares Core U.S. Aggregate	10.77%	3,473,163	$348.2M	Add +10.1%
GSLC Goldman Activebeta US LC ETF	6.92%	1,720,790	$223.8M	Reduce -7.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	6.39%	4,424,772	$206.7M	Add +7.4%
GSIE Goldman Sachs Activebeta Int	5.58%	4,401,595	$180.3M	Reduce -2.1%
LRGF iShares US Equity Factor ETF	5.30%	2,488,623	$171.5M	Add +25.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd	4.88%	538,877	$158.0M	Add +208.3%
GEM Goldman Sachs Activebeta Em	4.04%	3,220,033	$130.6M	Reduce -2.5%
IEFA iShares Core MSCI Eafe ETF	3.25%	1,209,144	$105.0M	Reduce -1.1%
PDBC Invesco Optimum Yield Divers	3.11%	7,453,163	$100.5M	Add +12.7%
USHY iShares Broad Usd High Yield	2.97%	2,540,665	$96.0M	Add +10.8%
IEMG iShares Core MSCI Emerging	2.85%	1,407,228	$92.3M	Add +0.8%
EMB iShares JP Morgan Usd Emergi	2.31%	783,001	$74.7M	Add +5.8%
IJR iShares Core S&P Small-Cap E	1.37%	372,911	$44.2M	Reduce -49.7%
IVV iShares Core S&P 500 ETF	1.36%	66,125	$44.1M	Add +15.9%
VOO Vanguard S&P 500 ETF	1.25%	66,404	$40.5M	Add +0.1%
USXF iShares ESG Advance MSCI USA	1.18%	667,268	$38.0M	Reduce -0.9%
USSG Xtrackers MSCI USA Sele Eqty	1.10%	585,992	$35.7M	Add +13.3%
EAGG iShares ESG Aware US Aggrega	1.10%	740,766	$35.6M	Add +10.1%
SCHX Schwab US Large-Cap ETF	1.07%	1,319,988	$34.7M	Add +12.8%
VEA Vanguard Ftse Developed ETF	0.96%	519,033	$31.0M	Reduce -3.5%
EUSB Ishr ESG Advn Universal BD-$	0.84%	614,694	$27.0M	Add +8.6%
SPDW Ste STR SPDR PT DW Eu ETF	0.83%	629,547	$26.8M	Add +3.7%
SPTM SS SPDR P S&P 1500 Comp ETF	0.77%	312,109	$25.0M	Reduce -4.0%
DMXF iShares ESG Advanc MSCI Eafe	0.53%	226,716	$17.1M	Reduce -2.0%
VWO Vanguard Ftse Emerging Marke	0.45%	270,375	$14.6M	Reduce -4.0%
SPEM State Street SP PTF Em ETF	0.44%	308,349	$14.3M	Reduce -4.5%
SCHB Schwab US Broad Market ETF	0.42%	528,624	$13.5M	Reduce -9.6%
BNDX Vanguard Total Intl Bond ETF	0.41%	267,064	$13.2M	Add +0.6%
SPAB SS SPDR P Agg Bond ETF	0.41%	508,420	$13.1M	Add +4.9%
ESGE iShares Inc. iShares ESG Awar	0.40%	300,859	$13.0M	Add +1.2%
BSV Vanguard Short-Term Bond ETF	0.39%	158,199	$12.5M	Add +0.5%
SPYG SS SPDR P S&P 500 Growth ETF	0.37%	113,482	$11.8M	Add +4.6%
DYNF Ishrs US E F R A ETF-Usd Inc.	0.36%	199,473	$11.8M	Add +17.1%
SCHF Schwab Intl Equity ETF	0.35%	484,205	$11.2M	Reduce -10.6%
SCHE Schwab Emrg Mrkts Eqty ETF	0.35%	338,807	$11.2M	Reduce -10.7%
HYXF iShares ESG Adv High Yield	0.34%	229,808	$10.9M	Add +10.4%
SCHZ Schwab US Aggregate Bond ETF	0.31%	426,419	$10.0M	Reduce -3.4%
IVW iShares S&P 500 Growth ETF	0.30%	80,835	$9.7M	Reduce -4.8%
ESML iShares ESG Aware MSCI USA S	0.28%	200,496	$9.0M	Reduce -21.6%
QUAL iShares MSCI USA Quality Fac	0.28%	46,473	$9.0M	Reduce -17.6%
BIV Vanguard Intermediate-Term B	0.28%	114,036	$8.9M	Reduce -1.4%
IVE iShares S&P 500 Value ETF	0.27%	42,313	$8.7M	Add +3.8%
EFV iShares MSCI Eafe Value ETF	0.26%	126,335	$8.5M	Reduce -16.9%
OEF iShares S&P 100 ETF	0.25%	24,696	$8.2M	Add +86.0%
SMMD iShares Russell 2500 ETF	0.25%	110,496	$8.1M	Add +16.3%
VTI VG Morningstar TS MKT ETF-US	0.25%	24,664	$8.0M	Reduce -6.1%
TLH iShares 10-20 Year Treasury	0.21%	65,997	$6.8M	Add +20.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.20%	34,117	$6.3M	Reduce -4.4%
VMBS Vanguard Mortgage-Backed Sec	0.19%	132,989	$6.3M	Reduce -0.3%
BND Vanguard Total Bond Market	0.19%	83,654	$6.2M	Reduce -3.6%
IWB iShares Russell 1000 ETF	0.19%	16,946	$6.2M	Reduce -2.3%
VXF Vanguard Extended Market ETF	0.19%	28,680	$6.0M	Reduce -94.8%
BLV Vanguard Long-Term Bond ETF	0.19%	84,448	$6.0M	Reduce -0.3%
MBB iShares MBS ETF	0.17%	58,506	$5.6M	Add +5.6%
SPMO Invesco S&P 500 Momentum ETF	0.17%	45,259	$5.5M	Reduce -64.7%
BINC iShares Flex I A ETF-Usd Inc.	0.14%	86,363	$4.6M	Add +7.1%
SHY iShares 1-3 Year Treasury Bo	0.14%	54,504	$4.5M	Add +5.2%
BAI Ishrs AI in and Tech Act ETF	0.14%	131,466	$4.5M	Add +159.5%
INTF iShares International Equity	0.13%	120,792	$4.3M	Reduce -2.3%
THRO iShares U.S. Thematic Rotati	0.13%	113,216	$4.3M	Add +0.3%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS	0.13%	190,767	$4.1M	Reduce -0.1%
IWY iShares Russell Top 200 Grow	0.12%	14,460	$3.9M	New
IAGG iShares Intl Aggregate Bond	0.12%	74,990	$3.8M	Add +8.2%
PCY Invesco Emerging Markets Sov	0.12%	176,639	$3.8M	Reduce -9.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.12%	12,216	$3.7M	Reduce -11.0%
LCTU iShares U.S. Carbon Transiti	0.11%	51,391	$3.7M	Reduce -0.7%
IJH iShares Core S&P Midcap ETF	0.11%	56,254	$3.7M	Reduce -0.7%
ESGU iShares ESG Aware MSCI USA	0.11%	24,574	$3.6M	Add +34.0%
SPHY SS SPDR P High Yield ETF	0.11%	147,732	$3.5M	Add +20.8%
IAU iShares Gold Trust	0.10%	45,800	$3.3M	Add +59.0%
TIP iShares Tips Bond ETF	0.10%	29,082	$3.2M	Add +2.6%
FREL Fidelity MSCI RL Est Indx	0.09%	105,849	$2.9M	Add +0.1%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.09%	113,861	$2.9M	Reduce -3.1%
MTUM iShares MSCI USA Momentum Fa	0.09%	10,960	$2.8M	Reduce -58.5%
SCHO Schwab Short-Term US Treas	0.08%	111,536	$2.7M	Add +5.5%
SPTS SS SPDR P St Term TSY ETF	0.08%	92,015	$2.7M	Reduce -4.3%
DSI iShares ESG MSCI KLD 400 ETF	0.08%	19,782	$2.5M	Reduce -0.9%
IQDG Wisdomtree Intl QLTY DVD GRW	0.08%	61,452	$2.4M	New
VTEB Vanguard Tax-Exempt Bond ETF	0.07%	48,229	$2.4M	Reduce -49.8%
SUSC iShares ESG Aware Usd Corpor	0.07%	98,675	$2.3M	Add +12.8%
JHML John Hancock Multi Fact LRG	0.07%	26,976	$2.1M	Reduce -12.8%
MUB iShares National Muni Bond E	0.06%	19,127	$2.0M	Reduce -21.4%
ITA iShares U.S. Aerospace & Def	0.06%	9,311	$1.9M	New
PRF Invesco Rafi US 1000 ETF	0.06%	41,266	$1.9M	Add +7.6%
VB Vanguard Most SM-Cap ETF-Usd	0.05%	6,816	$1.7M	Reduce -43.5%
SPIP SS SPDR P Tips ETF	0.05%	64,513	$1.7M	Reduce -3.3%
HYMB SS SPDR N Ice HY Muni ETF	0.05%	63,855	$1.6M	Add +28.0%
SCHP Schwab U.S. Tips ETF	0.05%	55,896	$1.5M	Reduce -7.5%
VGIT Vanguard Intermediate-Term T	0.04%	23,859	$1.4M	Add +0.3%
USRT iShares Core US REIT ETF	0.04%	23,655	$1.4M	Reduce -3.1%
VTEI Vanguard Int Tax-Exempt Bond	0.04%	13,608	$1.4M	Add +72.7%
IJS iShares S&P Small-Cap 600 Va	0.04%	12,051	$1.3M	Add +6.3%
STIP iShares 0-5 Year Tips Bond E	0.04%	12,748	$1.3M	Add +7.1%
GOVT iShares US Treasury Bond ETF	0.04%	54,104	$1.3M	Add +6.2%
ESGD iShares Trust iShares ESG Aw	0.03%	11,327	$1.0M	Add +15.7%
VYM Vanguard High DVD Yield ETF	0.03%	6,181	$868K	Add +4.9%
VWOB Vanguard Emerg MKTS Gov BND	0.03%	12,640	$847K	Reduce -3.8%
SCHK Schwab 1000 Index ETF	0.03%	26,278	$841K	Add +0.4%
SCHH Schwab US REIT ETF	0.03%	38,889	$832K	Reduce -17.7%
HYLB Xtrackers Usd High Yield Cor	0.03%	21,799	$809K	Reduce -0.9%
JHMD John Hancock MF Dev Intl ETF	0.02%	19,131	$763K	Add +6.4%
JHMM John Hancock Multi Fact Mid	0.02%	11,647	$752K	Reduce -7.0%
VYMI Vanguard Int High DVD YLD Inc.	0.02%	8,444	$712K	Add +11.6%
QLTA iShares Aaa - A Rated Corpor	0.02%	14,415	$699K	Add +3.0%
EVUS iShares ESG Aw MSCI US Value	0.02%	22,045	$692K	New
LCTD iShares World Ex U.S. Carbon	0.02%	12,753	$676K	Reduce -0.6%
DGRO iShares Core Dividend Growth	0.02%	9,973	$675K	Add +0.9%
JHEM John Hancock Multi Em MRK Et	0.02%	21,306	$672K	Reduce -4.1%
VUG Vanguard Mrngstar GR ETF-Sui	0.02%	1,268	$605K	Reduce -66.3%
EFG iShares MSCI Eafe Growth ETF	0.02%	5,308	$601K	Reduce -85.6%
ICVT iShares Convertible Bond ETF	0.02%	5,680	$568K	Add +19.6%
HIMU iShares High Yild Muni A ETF	0.02%	10,398	$510K	Add +28.3%
AAPL Apple Inc.	0.01%	1,830	$468K	No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.01%	5,584	$454K	Reduce -3.1%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.01%	10,068	$432K	Add +1.6%
DGS Wisdomtree Em Small Cap	0.01%	7,573	$431K	Add +36.5%
FGDL Franklin Resp Sourced Gold	0.01%	7,516	$385K	New
BALI Is US LRG CP Pre Inc. Act-Usd	0.01%	11,903	$377K	Add +1.5%
BIDD iShares International Divide	0.01%	12,066	$335K	Add +1.5%
VNQ Vanguard Real Estate ETF	0.01%	3,646	$333K	Add +4.7%
VTES Vanguard SH Term Tax-Ex Bond	0.01%	3,209	$327K	Add +19.7%
IGRO iShares Intl Div Growth ETF	0.01%	4,100	$324K	Reduce -0.7%
JHSC John Hancock Multi Small Cap	0.01%	7,491	$312K	Reduce -8.6%
ISTB iShares Core 1-5 Year Usd Bo	0.01%	6,038	$295K	Add +19.9%
SUSA iShares ESG Optimized MSCI U	0.01%	2,077	$281K	Reduce -14.0%
CLOA iShares Aaa Clo Act ETF-Usdi	0.01%	4,957	$258K	Add +7.4%
IGEB iShares Investment Grade SYS	0.01%	5,391	$248K	Reduce -1.9%
SPMD SS SPDR P S&P 400 Midcap ETF	0.01%	4,229	$242K	Add +1.8%
IWR iShares Russell Mid-Cap ETF	0.01%	2,403	$232K	New
HYGW iShares HY Corp. BD Buywr ETF	0.01%	7,588	$230K	Add +2.0%
HYDB iShares High Yield Systemati	0.01%	4,810	$230K	Add +4.5%
BSCQ Invesco Bulletshares 2026 CB	0.01%	11,168	$218K	Add +5.9%
BSCP Invesco Bulletshares 2025 CB	0.01%	10,554	$218K	Add +6.7%
VTIP Vanguard Short-Term Tips	0.01%	4,312	$218K	New
BSCR Invesco Bulletshares 2027 CB	0.01%	11,075	$218K	Add +5.5%
FTGC First Trust Global Tactical	0.01%	8,264	$215K	Add +1.3%
IYW iShares Ustechnology ETF	0.01%	1,059	$206K	Reduce -94.4%

Portfolio Sells Q2 2025 → Q3 2025


VXF Vanguard Extended Market ETF	Reduce -94.8%	0.19%	−3.35
IJR iShares Core S&P Small-Cap E	Reduce -49.7%	1.37%	−1.32
GSLC Goldman Activebeta US LC ETF	Reduce -7.8%	6.92%	−0.54
GSIE Goldman Sachs Activebeta Int	Reduce -2.1%	5.58%	−0.31
SPMO Invesco S&P 500 Momentum ETF	Reduce -64.7%	0.17%	−0.31
IEFA iShares Core MSCI Eafe ETF	Reduce -1.1%	3.25%	−0.13
MTUM iShares MSCI USA Momentum Fa	Reduce -58.5%	0.09%	−0.12
EFG iShares MSCI Eafe Growth ETF	Reduce -85.6%	0.02%	−0.12
IYW iShares Ustechnology ETF	Reduce -94.4%	0.01%	−0.10
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -49.8%	0.07%	−0.08
IHDG Wisdomtree International Hed	Sold out	0.00%	−0.07
ESML iShares ESG Aware MSCI USA S	Reduce -21.6%	0.28%	−0.07
QUAL iShares MSCI USA Quality Fac	Reduce -17.6%	0.28%	−0.06
EFV iShares MSCI Eafe Value ETF	Reduce -16.9%	0.26%	−0.06
VEA Vanguard Ftse Developed ETF	Reduce -3.5%	0.96%	−0.05
SCHF Schwab Intl Equity ETF	Reduce -10.6%	0.35%	−0.05
IWM iShares Russell 2000 ETF	Sold out	0.00%	−0.05
DMXF iShares ESG Advanc MSCI Eafe	Reduce -2.0%	0.53%	−0.04
VB Vanguard Most SM-Cap ETF-Usd	Reduce -43.5%	0.05%	−0.04
SCHB Schwab US Broad Market ETF	Reduce -9.6%	0.42%	−0.04
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -66.3%	0.02%	−0.04
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -10.7%	0.35%	−0.03
SCHZ Schwab US Aggregate Bond ETF	Reduce -3.4%	0.31%	−0.03
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -4.0%	0.77%	−0.03
MUB iShares National Muni Bond E	Reduce -21.4%	0.06%	−0.02
GEM Goldman Sachs Activebeta Em	Reduce -2.5%	4.04%	−0.02
BIV Vanguard Intermediate-Term B	Reduce -1.4%	0.28%	−0.02
BND Vanguard Total Bond Market	Reduce -3.6%	0.19%	−0.02
USXF iShares ESG Advance MSCI USA	Reduce -0.9%	1.18%	−0.02
SPEM State Street SP PTF Em ETF	Reduce -4.5%	0.44%	−0.01
VTI VG Morningstar TS MKT ETF-US	Reduce -6.1%	0.25%	−0.01
PCY Invesco Emerging Markets Sov	Reduce -9.4%	0.12%	−0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -11.0%	0.12%	−0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -4.4%	0.20%	−0.01
VMBS Vanguard Mortgage-Backed Sec	Reduce -0.3%	0.19%	−0.01
VWO Vanguard Ftse Emerging Marke	Reduce -4.0%	0.45%	−0.01
SPTS SS SPDR P St Term TSY ETF	Reduce -4.3%	0.08%	−0.01
JHML John Hancock Multi Fact LRG	Reduce -12.8%	0.07%	−0.01
BLV Vanguard Long-Term Bond ETF	Reduce -0.3%	0.19%	−0.01
IVW iShares S&P 500 Growth ETF	Reduce -4.8%	0.30%	−0.01
SCHH Schwab US REIT ETF	Reduce -17.7%	0.03%	−0.01
SCHP Schwab U.S. Tips ETF	Reduce -7.5%	0.05%	−0.01
INTF iShares International Equity	Reduce -2.3%	0.13%	−0.01
SPIP SS SPDR P Tips ETF	Reduce -3.3%	0.05%	−0.01
BCI Abrdn Bloomberg All Commodit	Reduce -0.1%	0.13%	−0.00
IWB iShares Russell 1000 ETF	Reduce -2.3%	0.19%	−0.00
IJH iShares Core S&P Midcap ETF	Reduce -0.7%	0.11%	−0.00
USRT iShares Core US REIT ETF	Reduce -3.1%	0.04%	−0.00
VWOB Vanguard Emerg MKTS Gov BND	Reduce -3.8%	0.03%	−0.00
JHMM John Hancock Multi Fact Mid	Reduce -7.0%	0.02%	−0.00

Portfolio Buys Q2 2025 → Q3 2025


VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +208.3%	4.88%	+3.27
LRGF iShares US Equity Factor ETF	Add +25.8%	5.30%	+1.13
ITOT iShares Core S&P Total U.S.	Add +1.9%	16.18%	+0.45
AGG iShares Core U.S. Aggregate	Add +10.1%	10.77%	+0.45
PDBC Invesco Optimum Yield Divers	Add +12.7%	3.11%	+0.26
IVV iShares Core S&P 500 ETF	Add +15.9%	1.36%	+0.20
USSG Xtrackers MSCI USA Sele Eqty	Add +13.3%	1.10%	+0.14
USHY iShares Broad Usd High Yield	Add +10.8%	2.97%	+0.13
SCHX Schwab US Large-Cap ETF	Add +12.8%	1.07%	+0.13
IWY iShares Russell Top 200 Grow	New	0.12%	+0.12
OEF iShares S&P 100 ETF	Add +86.0%	0.25%	+0.12
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +7.4%	6.39%	+0.11
IEMG iShares Core MSCI Emerging	Add +0.8%	2.85%	+0.09
BAI Ishrs AI in and Tech Act ETF	Add +159.5%	0.14%	+0.09
IQDG Wisdomtree Intl QLTY DVD GRW	New	0.08%	+0.08
ITA iShares U.S. Aerospace & Def	New	0.06%	+0.06
DYNF Ishrs US E F R A ETF-Usd Inc.	Add +17.1%	0.36%	+0.06
EMB iShares JP Morgan Usd Emergi	Add +5.8%	2.31%	+0.05
EAGG iShares ESG Aware US Aggrega	Add +10.1%	1.10%	+0.05
IAU iShares Gold Trust	Add +59.0%	0.10%	+0.04
SMMD iShares Russell 2500 ETF	Add +16.3%	0.25%	+0.04
ESGU iShares ESG Aware MSCI USA	Add +34.0%	0.11%	+0.03
TLH iShares 10-20 Year Treasury	Add +20.1%	0.21%	+0.03
SPYG SS SPDR P S&P 500 Growth ETF	Add +4.6%	0.37%	+0.03
EUSB Ishr ESG Advn Universal BD-$	Add +8.6%	0.84%	+0.02
EVUS iShares ESG Aw MSCI US Value	New	0.02%	+0.02
ESGE iShares Inc. iShares ESG Awar	Add +1.2%	0.40%	+0.02
SPDW Ste STR SPDR PT DW Eu ETF	Add +3.7%	0.83%	+0.02
VTEI Vanguard Int Tax-Exempt Bond	Add +72.7%	0.04%	+0.02
SPHY SS SPDR P High Yield ETF	Add +20.8%	0.11%	+0.01
FGDL Franklin Resp Sourced Gold	New	0.01%	+0.01
HYXF iShares ESG Adv High Yield	Add +10.4%	0.34%	+0.01
HYMB SS SPDR N Ice HY Muni ETF	Add +28.0%	0.05%	+0.01
VOO Vanguard S&P 500 ETF	Add +0.1%	1.25%	+0.01
IWR iShares Russell Mid-Cap ETF	New	0.01%	+0.01
IVE iShares S&P 500 Value ETF	Add +3.8%	0.27%	+0.01
VTIP Vanguard Short-Term Tips	New	0.01%	+0.01
SUSC iShares ESG Aware Usd Corpor	Add +12.8%	0.07%	+0.01
PRF Invesco Rafi US 1000 ETF	Add +7.6%	0.06%	+0.00
IJS iShares S&P Small-Cap 600 Va	Add +6.3%	0.04%	+0.00
ESGD iShares Trust iShares ESG Aw	Add +15.7%	0.03%	+0.00
ICVT iShares Convertible Bond ETF	Add +19.6%	0.02%	+0.00
DGS Wisdomtree Em Small Cap	Add +36.5%	0.01%	+0.00
HIMU iShares High Yild Muni A ETF	Add +28.3%	0.02%	+0.00
VYMI Vanguard Int High DVD YLD Inc.	Add +11.6%	0.02%	+0.00
IAGG iShares Intl Aggregate Bond	Add +8.2%	0.12%	+0.00
BINC iShares Flex I A ETF-Usd Inc.	Add +7.1%	0.14%	+0.00
VTES Vanguard SH Term Tax-Ex Bond	Add +19.7%	0.01%	+0.00
ISTB iShares Core 1-5 Year Usd Bo	Add +19.9%	0.01%	+0.00
VYM Vanguard High DVD Yield ETF	Add +4.9%	0.03%	+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