SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q1 2026
Creator: SigFig Wealth Management, LLC
Published: 2026-04-14

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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), SigFig Wealth Management, LLC reported 139 stock positions worth $3.4 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 16.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 12.0%) and Goldman Activebeta US LC ETF (GSLC, 7.2%). Compared with Q4 2025, it opened 11 new positions, sold out of 9, added to 75 and reduced 53. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +13%) and the biggest sale an exit from Xtrackers MSCI USA Sele Eqty (USSG).

Most Recent 13F: Q2 2026
Location: SAN FRANCISCO, CA
CIK: 0001696957
Portfolio Value: $3.4B (Q1 2026)
SEC Filing: 0001696957-26-000002 ↗ filed Apr 14, 2026

Holdings Value

Holdings 139 stocks · $3.4B


ITOT iShares Core S&P Total U.S.	16.88%	4,042,349	$575.8M	Add +11.1%
AGG iShares Core U.S. Aggregate	11.98%	4,114,974	$408.5M	Add +13.1%
GSLC Goldman Activebeta US LC ETF	7.25%	1,975,417	$247.2M	Add +13.4%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	7.09%	5,234,998	$241.8M	Add +13.0%
GSIE Goldman Sachs Activebeta Int	6.14%	4,858,335	$209.5M	Add +8.5%
LRGF iShares US Equity Factor ETF	5.60%	2,891,969	$190.9M	Add +14.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	5.18%	615,408	$176.7M	Add +11.4%
GEM Goldman Sachs Activebeta Em	4.24%	3,345,899	$144.5M	Add +3.2%
PDBC Invesco Optimum Yield Divers	3.40%	6,701,694	$116.1M	Reduce -12.2%
IEFA iShares Core MSCI Eafe ETF	3.37%	1,271,070	$115.1M	Add +4.6%
USHY iShares Broad Usd High Yield	3.34%	3,090,034	$113.8M	Add +14.0%
IEMG iShares Core MSCI Emerging	2.95%	1,440,403	$100.5M	Add +0.1%
EMB iShares JP Morgan Usd Emergi	2.50%	906,584	$85.2M	Add +12.8%
IJR iShares Core S&P Small-Cap E	1.58%	433,280	$53.9M	Add +7.5%
IVV iShares Core S&P 500 ETF	1.48%	77,493	$50.6M	Add +13.1%
SCHX Schwab US Large-Cap ETF	1.38%	1,833,652	$47.0M	Add +18.5%
VOO Vanguard S&P 500 ETF	1.13%	64,753	$38.7M	Reduce -2.9%
SPDW Ste STR SPDR PT DW Eu ETF	0.95%	713,109	$32.6M	Add +7.3%
VEA Vanguard Ftse Developed ETF	0.90%	479,118	$30.7M	Reduce -6.8%
SPTM SS SPDR P S&P 1500 Comp ETF	0.67%	288,268	$22.8M	Reduce -1.0%
BNDX Vanguard Total Intl Bond ETF	0.44%	309,187	$14.9M	Add +8.9%
SPAB SS SPDR P Agg Bond ETF	0.43%	570,377	$14.6M	Add +6.8%
BSV Vanguard Short-Term Bond ETF	0.42%	181,550	$14.2M	Add +9.5%
VWO Vanguard Ftse Emerging Marke	0.41%	256,383	$13.9M	Reduce -4.6%
SPEM State Street SP PTF Em ETF	0.39%	286,774	$13.5M	Reduce -1.7%
SCHB Schwab US Broad Market ETF	0.38%	522,955	$13.1M	Add +1.5%
SMMD iShares Russell 2500 ETF	0.35%	157,244	$12.0M	Add +18.3%
SCHF Schwab Intl Equity ETF	0.33%	458,511	$11.3M	Reduce -1.3%
IVE iShares S&P 500 Value ETF	0.33%	53,694	$11.3M	Reduce -5.0%
SCHZ Schwab US Aggregate Bond ETF	0.32%	467,808	$10.9M	Reduce -0.4%
SCHE Schwab Emrg Mrkts Eqty ETF	0.32%	326,253	$10.8M	Reduce -1.5%
IVW iShares S&P 500 Growth ETF	0.29%	87,339	$9.9M	Add +5.4%
DYNF Ishrs US E F R A ETF-Usd Inc.	0.29%	169,694	$9.9M	Reduce -16.3%
BIV Vanguard Intermediate-Term B	0.28%	125,857	$9.7M	Add +10.1%
EFV iShares MSCI Eafe Value ETF	0.24%	108,676	$8.1M	Reduce -8.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.23%	39,727	$7.8M	Add +6.0%
VTI VG Morningstar TS MKT ETF-US	0.21%	22,667	$7.2M	Reduce -4.5%
VMBS Vanguard Mortgage-Backed Sec	0.20%	148,163	$7.0M	Add +8.9%
BLV Vanguard Long-Term Bond ETF	0.20%	97,467	$6.7M	Add +11.4%
GOVT iShares US Treasury Bond ETF	0.19%	287,200	$6.6M	Add +424.5%
SPYG SS SPDR P S&P 500 Growth ETF	0.19%	66,638	$6.5M	Reduce -43.8%
BND Vanguard Total Bond Market	0.18%	82,538	$6.1M	Reduce -1.3%
MBB iShares MBS ETF	0.17%	62,261	$5.9M	Add +4.3%
TLH iShares 10-20 Year Treasury	0.17%	58,607	$5.9M	Reduce -7.7%
IWB iShares Russell 1000 ETF	0.17%	16,146	$5.8M	Reduce -0.6%
EFG iShares MSCI Eafe Growth ETF	0.15%	46,387	$5.2M	Add +1708.5%
VXF Vanguard Extended Market ETF	0.15%	24,811	$5.1M	Reduce -13.4%
SPHY SS SPDR P High Yield ETF	0.15%	218,945	$5.1M	Add +18.9%
BAI Ishrs AI in and Tech Act ETF	0.14%	146,885	$4.8M	Add +5.3%
QUAL iShares MSCI USA Quality Fac	0.14%	24,834	$4.8M	Reduce -15.1%
SHY iShares 1-3 Year Treasury Bo	0.14%	57,430	$4.7M	Add +2.6%
INTF iShares International Equity	0.14%	118,892	$4.6M	Add +0.7%
MTUM iShares MSCI USA Momentum Fa	0.13%	18,479	$4.4M	Add +19.6%
THRO iShares U.S. Thematic Rotati	0.13%	121,444	$4.4M	Add +4.3%
IAGG iShares Intl Aggregate Bond	0.12%	82,528	$4.1M	Add +7.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.12%	13,350	$4.0M	Add +10.9%
BINC iShares Flex I A ETF-Usd Inc.	0.11%	74,175	$3.9M	Reduce -16.0%
PCY Invesco Emerging Markets Sov	0.11%	184,022	$3.8M	Add +1.2%
IJH iShares Core S&P Midcap ETF	0.11%	56,436	$3.8M	Reduce -2.7%
IWX iShares Russell Top 200 Valu	0.11%	40,777	$3.8M	Reduce -20.6%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS	0.11%	155,536	$3.8M	Reduce -13.9%
VTEB Vanguard Tax-Exempt Bond ETF	0.10%	68,472	$3.4M	Add +23.6%
TIP iShares Tips Bond ETF	0.10%	30,483	$3.4M	Add +1.1%
LCTU iShares U.S. Carbon Transiti	0.10%	47,049	$3.3M	Reduce -8.0%
BLCR iShares LRG CP CR Act ETF-Ui	0.10%	79,877	$3.3M	New
IDEF Ishars Def Ind TC Ac ETF-Ui	0.09%	97,437	$3.2M	New
ESGU iShares ESG Aware MSCI USA	0.09%	22,286	$3.2M	Add +0.6%
FREL Fidelity MSCI RL Est Indx	0.09%	114,594	$3.1M	Reduce -1.3%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.09%	112,888	$3.0M	Add +1.0%
IQDG Wisdomtree Intl QLTY DVD GRW	0.09%	73,681	$3.0M	Add +7.4%
SCHO Schwab Short-Term US Treas	0.09%	121,068	$2.9M	Add +0.0%
PRF Invesco Rafi US 1000 ETF	0.07%	51,593	$2.5M	Add +24.4%
SPTS SS SPDR P St Term TSY ETF	0.07%	83,635	$2.4M	Reduce -3.8%
HYMB SS SPDR N Ice HY Muni ETF	0.07%	92,438	$2.3M	Add +24.3%
SUSC iShares ESG Aware Usd Corpor	0.07%	98,454	$2.3M	Add +3.4%
DSI iShares ESG MSCI KLD 400 ETF	0.06%	17,946	$2.2M	Reduce -8.4%
MUB iShares National Muni Bond E	0.06%	19,277	$2.0M	Reduce -2.7%
COWZ Pacer US Cash Cows 100 ETF	0.06%	32,046	$2.0M	New
XMMO Invesco S&P Midcap Momentum	0.06%	13,207	$1.9M	New
EAGG iShares ESG Aware US Aggrega	0.05%	38,684	$1.8M	Reduce -94.9%
IWR iShares Russell Mid-Cap ETF	0.05%	18,059	$1.8M	Add +12.9%
VGIT Vanguard Intermediate-Term T	0.05%	29,179	$1.7M	Add +10.2%
SCHP Schwab U.S. Tips ETF	0.05%	61,917	$1.6M	Add +1.2%
IJS iShares S&P Small-Cap 600 Va	0.05%	13,907	$1.6M	Add +5.2%
USXF iShares ESG Advance MSCI USA	0.05%	29,588	$1.6M	Reduce -95.6%
VB Vanguard Most SM-Cap ETF-Usd	0.04%	5,851	$1.5M	Reduce -8.4%
SPIP SS SPDR P Tips ETF	0.04%	58,579	$1.5M	Reduce -5.0%
VTEI Vanguard Int Tax-Exempt Bond	0.04%	15,199	$1.5M	Add +8.5%
IAU iShares Gold Trust	0.04%	16,560	$1.5M	Reduce -62.3%
ESGE iShares Inc. iShares ESG Awar	0.04%	31,430	$1.4M	Reduce -89.6%
RGLO Russell Invest GLB Eq-Usd Inc.	0.04%	47,050	$1.4M	Add +3.0%
USRT iShares Core US REIT ETF	0.04%	21,851	$1.3M	Reduce -4.2%
JHML John Hancock Multi Fact LRG	0.04%	16,512	$1.3M	Reduce -1.3%
SCHK Schwab 1000 Index ETF	0.04%	38,528	$1.2M	Add +35.3%
SYSB iShares Systematic Bond ETF	0.04%	13,524	$1.2M	Add +5.5%
VYMI Vanguard Int High DVD YLD Inc.	0.03%	11,430	$1.1M	Add +18.2%
EVUS iShares ESG Aw MSCI US Value	0.03%	32,218	$1.0M	Add +3.7%
SCHH Schwab US REIT ETF	0.03%	44,533	$957K	Reduce -0.2%
LMUB iShares LT National Muni BD	0.03%	18,613	$929K	New
VYM Vanguard High DVD Yield ETF	0.03%	6,054	$897K	Reduce -9.9%
DMXF iShares ESG Advanc MSCI Eafe	0.03%	11,780	$889K	Reduce -95.0%
HYLB Xtrackers Usd High Yield Cor	0.03%	24,179	$874K	Add +7.4%
VWOB Vanguard Emerg MKTS Gov BND	0.03%	12,973	$852K	Add +0.9%
JHMD John Hancock MF Dev Intl ETF	0.02%	18,970	$804K	Reduce -1.0%
JHMM John Hancock Multi Fact Mid	0.02%	10,878	$730K	Reduce -0.7%
DGRO iShares Core Dividend Growth	0.02%	10,371	$728K	Add +2.8%
ESGD iShares Trust iShares ESG Aw	0.02%	7,089	$678K	Reduce -32.4%
JHEM John Hancock Multi Em MRK Et	0.02%	19,398	$665K	Reduce -2.2%
RINT RSL in-Intrntnl DVL Eq Et-$i filed as RUSSELL INVTS EXCHANGE TRADE	0.02%	20,882	$608K	Add +2.1%
VUG Vanguard Mrngstar GR ETF-Sui	0.02%	1,328	$580K	Add +5.1%
DGS Wisdomtree Em Small Cap	0.02%	9,304	$559K	Add +7.8%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.02%	11,190	$548K	Add +7.1%
CLOA iShares Aaa Clo Act ETF-Usdi	0.01%	9,838	$510K	Add +28.6%
LCTD iShares World Ex U.S. Carbon	0.01%	9,208	$509K	Reduce -16.5%
AAPL Apple Inc.	0.01%	1,838	$467K	Add +0.4%
VNQ Vanguard Real Estate ETF	0.01%	5,079	$452K	Add +13.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.01%	5,442	$433K	Reduce -2.0%
ISTB iShares Core 1-5 Year Usd Bo	0.01%	8,775	$425K	Add +16.0%
REMG Ru in Em Marke Equity ETF-US filed as RUSSELL INVTS EXCHANGE TRADE	0.01%	13,307	$410K	Add +1.8%
BALI Is US LRG CP Pre Inc. Act-Usd	0.01%	12,909	$398K	Add +5.4%
VTES Vanguard SH Term Tax-Ex Bond	0.01%	3,881	$393K	Add +15.6%
ICVT iShares Convertible Bond ETF	0.01%	3,332	$339K	Reduce -47.9%
SPMD SS SPDR P S&P 400 Midcap ETF	0.01%	5,625	$333K	Add +30.9%
TFI SS SPDR N Ice Muni Bond ETF	0.01%	6,918	$314K	New
QLTA iShares Aaa - A Rated Corpor	0.01%	6,498	$309K	Reduce -22.9%
EUSB Ishr ESG Advn Universal BD-$	0.01%	6,996	$304K	Reduce -98.9%
SPYM Ste STR SPDR PT S&P 500 ETF	0.01%	3,848	$295K	Add +41.4%
JHSC John Hancock Multi Small Cap	0.01%	6,639	$285K	Reduce -1.4%
HDV iShares Core High Dividend E	0.01%	1,865	$253K	New
IGEB iShares Investment Grade SYS	0.01%	5,584	$252K	Add +2.4%
BSCS Invesco Bulletshares 2028 CB	0.01%	11,968	$244K	Reduce -0.7%
BSCQ Invesco Bulletshares 2026 CB	0.01%	12,483	$244K	Reduce -2.3%
BSCR Invesco Bulletshares 2027 CB	0.01%	12,397	$243K	Reduce -2.2%
FTGC First Trust Global Tactical	0.01%	7,722	$222K	New
HIMU iShares High Yild Muni A ETF	0.01%	4,619	$222K	Reduce -59.2%
SHM SS SPDR N Ice St Muni ETF	0.01%	4,611	$221K	New
RUSC RSL Inv-US SML CP Eqt ETF-$i filed as RUSSELL INVTS EXCHANGE TRADE	0.01%	6,670	$213K	Add +2.5%
ACWX iShares MSCI Acwi Ex US ETF	0.01%	3,115	$213K	New
EMLC Vaneck JPM Em Local Curr BND	0.01%	8,194	$206K	New

Portfolio Sells Q4 2025 → Q1 2026


USSG Xtrackers MSCI USA Sele Eqty	Sold out	0.00%	−1.11
USXF iShares ESG Advance MSCI USA	Reduce -95.6%	0.05%	−1.10
EAGG iShares ESG Aware US Aggrega	Reduce -94.9%	0.05%	−1.02
EUSB Ishr ESG Advn Universal BD-$	Reduce -98.9%	0.01%	−0.82
DMXF iShares ESG Advanc MSCI Eafe	Reduce -95.0%	0.03%	−0.50
ESGE iShares Inc. iShares ESG Awar	Reduce -89.6%	0.04%	−0.36
HYXF iShares ESG Adv High Yield	Sold out	0.00%	−0.34
ESML iShares ESG Aware MSCI USA S	Sold out	0.00%	−0.27
OEF iShares S&P 100 ETF	Sold out	0.00%	−0.26
SPYG SS SPDR P S&P 500 Growth ETF	Reduce -43.8%	0.19%	−0.19
VOO Vanguard S&P 500 ETF	Reduce -2.9%	1.13%	−0.11
DYNF Ishrs US E F R A ETF-Usd Inc.	Reduce -16.3%	0.29%	−0.08
IAU iShares Gold Trust	Reduce -62.3%	0.04%	−0.06
ITA iShares U.S. Aerospace & Def	Sold out	0.00%	−0.06
VEA Vanguard Ftse Developed ETF	Reduce -6.8%	0.90%	−0.06
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -1.0%	0.67%	−0.06
QUAL iShares MSCI USA Quality Fac	Reduce -15.1%	0.14%	−0.03
IWX iShares Russell Top 200 Valu	Reduce -20.6%	0.11%	−0.03
VXF Vanguard Extended Market ETF	Reduce -13.4%	0.15%	−0.03
VTI VG Morningstar TS MKT ETF-US	Reduce -4.5%	0.21%	−0.03
BINC iShares Flex I A ETF-Usd Inc.	Reduce -16.0%	0.11%	−0.03
IVE iShares S&P 500 Value ETF	Reduce -5.0%	0.33%	−0.03
VWO Vanguard Ftse Emerging Marke	Reduce -4.6%	0.41%	−0.02
TLH iShares 10-20 Year Treasury	Reduce -7.7%	0.17%	−0.02
LCTU iShares U.S. Carbon Transiti	Reduce -8.0%	0.10%	−0.02
EFV iShares MSCI Eafe Value ETF	Reduce -8.1%	0.24%	−0.01
IWB iShares Russell 1000 ETF	Reduce -0.6%	0.17%	−0.01
SPEM State Street SP PTF Em ETF	Reduce -1.7%	0.39%	−0.01
FGDL Franklin Resp Sourced Gold	Sold out	0.00%	−0.01
DSI iShares ESG MSCI KLD 400 ETF	Reduce -8.4%	0.06%	−0.01
HIMU iShares High Yild Muni A ETF	Reduce -59.2%	0.01%	−0.01
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -1.5%	0.32%	−0.01
ESGD iShares Trust iShares ESG Aw	Reduce -32.4%	0.02%	−0.01
SCHZ Schwab US Aggregate Bond ETF	Reduce -0.4%	0.32%	−0.01
ICVT iShares Convertible Bond ETF	Reduce -47.9%	0.01%	−0.01
SUSA iShares ESG Optimized MSCI U	Sold out	0.00%	−0.01
HYGW iShares HY Corp. BD Buywr ETF	Sold out	0.00%	−0.01
BND Vanguard Total Bond Market	Reduce -1.3%	0.18%	−0.01
IYW iShares Ustechnology ETF	Sold out	0.00%	−0.01
SPTS SS SPDR P St Term TSY ETF	Reduce -3.8%	0.07%	−0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -8.4%	0.04%	−0.00
MUB iShares National Muni Bond E	Reduce -2.7%	0.06%	−0.00
SPIP SS SPDR P Tips ETF	Reduce -5.0%	0.04%	−0.00
LCTD iShares World Ex U.S. Carbon	Reduce -16.5%	0.01%	−0.00
FREL Fidelity MSCI RL Est Indx	Reduce -1.3%	0.09%	−0.00
QLTA iShares Aaa - A Rated Corpor	Reduce -22.9%	0.01%	−0.00
IJH iShares Core S&P Midcap ETF	Reduce -2.7%	0.11%	−0.00
SCHF Schwab Intl Equity ETF	Reduce -1.3%	0.33%	−0.00
VYM Vanguard High DVD Yield ETF	Reduce -9.9%	0.03%	−0.00
JHML John Hancock Multi Fact LRG	Reduce -1.3%	0.04%	−0.00

Portfolio Buys Q4 2025 → Q1 2026


AGG iShares Core U.S. Aggregate	Add +13.1%	11.98%	+1.14
ITOT iShares Core S&P Total U.S.	Add +11.1%	16.88%	+0.74
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +13.0%	7.09%	+0.66
GSIE Goldman Sachs Activebeta Int	Add +8.5%	6.14%	+0.41
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +11.4%	5.18%	+0.40
GSLC Goldman Activebeta US LC ETF	Add +13.4%	7.25%	+0.38
LRGF iShares US Equity Factor ETF	Add +14.3%	5.60%	+0.36
USHY iShares Broad Usd High Yield	Add +14.0%	3.34%	+0.32
GEM Goldman Sachs Activebeta Em	Add +3.2%	4.24%	+0.22
EMB iShares JP Morgan Usd Emergi	Add +12.8%	2.50%	+0.19
GOVT iShares US Treasury Bond ETF	Add +424.5%	0.19%	+0.16
EFG iShares MSCI Eafe Growth ETF	Add +1708.5%	0.15%	+0.14
SCHX Schwab US Large-Cap ETF	Add +18.5%	1.38%	+0.14
IJR iShares Core S&P Small-Cap E	Add +7.5%	1.58%	+0.14
IEFA iShares Core MSCI Eafe ETF	Add +4.6%	3.37%	+0.13
BLCR iShares LRG CP CR Act ETF-Ui	New	0.10%	+0.10
IDEF Ishars Def Ind TC Ac ETF-Ui	New	0.09%	+0.09
IVV iShares Core S&P 500 ETF	Add +13.1%	1.48%	+0.09
SPDW Ste STR SPDR PT DW Eu ETF	Add +7.3%	0.95%	+0.07
IEMG iShares Core MSCI Emerging	Add +0.1%	2.95%	+0.06
COWZ Pacer US Cash Cows 100 ETF	New	0.06%	+0.06
XMMO Invesco S&P Midcap Momentum	New	0.06%	+0.06
SMMD iShares Russell 2500 ETF	Add +18.3%	0.35%	+0.06
BSV Vanguard Short-Term Bond ETF	Add +9.5%	0.42%	+0.03
LMUB iShares LT National Muni BD	New	0.03%	+0.03
BNDX Vanguard Total Intl Bond ETF	Add +8.9%	0.44%	+0.03
SPHY SS SPDR P High Yield ETF	Add +18.9%	0.15%	+0.02
BIV Vanguard Intermediate-Term B	Add +10.1%	0.28%	+0.02
SPAB SS SPDR P Agg Bond ETF	Add +6.8%	0.43%	+0.02
VTEB Vanguard Tax-Exempt Bond ETF	Add +23.6%	0.10%	+0.02
BLV Vanguard Long-Term Bond ETF	Add +11.4%	0.20%	+0.02
VTV Vanguard Mrngstr Val ETF-Aui	Add +6.0%	0.23%	+0.02
MTUM iShares MSCI USA Momentum Fa	Add +19.6%	0.13%	+0.01
PRF Invesco Rafi US 1000 ETF	Add +24.4%	0.07%	+0.01
VMBS Vanguard Mortgage-Backed Sec	Add +8.9%	0.20%	+0.01
HYMB SS SPDR N Ice HY Muni ETF	Add +24.3%	0.07%	+0.01
TFI SS SPDR N Ice Muni Bond ETF	New	0.01%	+0.01
SCHK Schwab 1000 Index ETF	Add +35.3%	0.04%	+0.01
HDV iShares Core High Dividend E	New	0.01%	+0.01
FTGC First Trust Global Tactical	New	0.01%	+0.01
SHM SS SPDR N Ice St Muni ETF	New	0.01%	+0.01
ACWX iShares MSCI Acwi Ex US ETF	New	0.01%	+0.01
IAGG iShares Intl Aggregate Bond	Add +7.1%	0.12%	+0.01
EMLC Vaneck JPM Em Local Curr BND	New	0.01%	+0.01
IWR iShares Russell Mid-Cap ETF	Add +12.9%	0.05%	+0.01
VYMI Vanguard Int High DVD YLD Inc.	Add +18.2%	0.03%	+0.01
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Add +10.9%	0.12%	+0.00
MBB iShares MBS ETF	Add +4.3%	0.17%	+0.00
VGIT Vanguard Intermediate-Term T	Add +10.2%	0.05%	+0.00
BAI Ishrs AI in and Tech Act ETF	Add +5.3%	0.14%	+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