SigFig Wealth Management, LLC

Name: SigFig Wealth Management, LLC 13F holdings, Q2 2026
Creator: SigFig Wealth Management, LLC
Published: 2026-07-07

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), SigFig Wealth Management, LLC reported 142 stock positions worth $3.8 billion. Its top holding was iShares Core S&P Total U.S. (ITOT) at 17.6% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 11.2%) and Goldman Activebeta US LC ETF (GSLC, 7.5%). Compared with Q1 2026, it opened 8 new positions, sold out of 5, added to 72 and reduced 61. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +1%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −60%).

Most Recent 13F: Q2 2026
Location: SAN FRANCISCO, CA
CIK: 0001696957
Portfolio Value: $3.8B (Q2 2026)
SEC Filing: 0001696957-26-000006 ↗ filed Jul 7, 2026

Holdings Value

Holdings 142 stocks · $3.8B


ITOT iShares Core S&P Total U.S.	17.59%	4,070,270	$663.7M	Add +0.7%
AGG iShares Core U.S. Aggregate	11.22%	4,261,394	$423.5M	Add +3.6%
GSLC Goldman Activebeta US LC ETF	7.46%	1,998,523	$281.6M	Add +1.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	6.76%	5,503,503	$254.9M	Add +5.1%
GSIE Goldman Sachs Activebeta Int	6.00%	4,972,665	$226.5M	Add +2.4%
LRGF iShares US Equity Factor ETF	5.83%	2,927,890	$220.0M	Add +1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	5.36%	2,511,036	$202.1M	Add +2.0%
GEM Goldman Sachs Activebeta Em	4.57%	3,357,316	$172.5M	Add +0.3%
IEFA iShares Core MSCI Eafe ETF	3.28%	1,283,865	$123.7M	Add +1.0%
USHY iShares Broad Usd High Yield	3.14%	3,203,583	$118.6M	Add +3.7%
IEMG iShares Core MSCI Emerging	3.02%	1,393,406	$113.9M	Reduce -3.3%
PDBC Invesco Optimum Yield Divers	2.91%	6,921,377	$109.6M	Add +3.3%
EMB iShares JP Morgan Usd Emergi	2.41%	937,805	$90.8M	Add +3.4%
IVV iShares Core S&P 500 ETF	1.87%	94,718	$70.5M	Add +22.2%
SCHX Schwab US Large-Cap ETF	1.62%	2,091,615	$61.1M	Add +14.1%
IJR iShares Core S&P Small-Cap E	1.58%	403,881	$59.5M	Reduce -6.8%
VOO Vanguard S&P 500 ETF	1.16%	64,400	$43.9M	Reduce -0.6%
SPDW Ste STR SPDR PT DW Eu ETF	1.00%	756,494	$37.9M	Add +6.1%
VEA Vanguard Ftse Developed ETF	0.90%	476,632	$33.8M	Reduce -0.5%
SPTM SS SPDR P S&P 1500 Comp ETF	0.67%	281,572	$25.4M	Reduce -2.3%
SMMD iShares Russell 2500 ETF	0.43%	176,920	$16.1M	Add +12.5%
SPAB SS SPDR P Agg Bond ETF	0.42%	620,079	$15.9M	Add +8.7%
BNDX Vanguard Total Intl Bond ETF	0.40%	310,749	$15.1M	Add +0.5%
SCHB Schwab US Broad Market ETF	0.40%	523,931	$15.1M	Add +0.2%
VWO Vanguard Ftse Emerging Marke	0.40%	252,981	$15.0M	Reduce -1.3%
SPEM State Street SP PTF Em ETF	0.38%	281,548	$14.4M	Reduce -1.8%
BSV Vanguard Short-Term Bond ETF	0.38%	183,517	$14.3M	Add +1.1%
SPYG SS SPDR P S&P 500 Growth ETF	0.34%	110,263	$12.9M	Add +65.5%
SCHF Schwab Intl Equity ETF	0.33%	456,464	$12.6M	Reduce -0.5%
SCHE Schwab Emrg Mrkts Eqty ETF	0.31%	326,107	$11.7M	Reduce -0.0%
IVW iShares S&P 500 Growth ETF	0.30%	84,432	$11.4M	Reduce -3.3%
DYNF Ishrs US E F R A ETF-Usd Inc.	0.30%	168,621	$11.4M	Reduce -0.6%
SCHZ Schwab US Aggregate Bond ETF	0.30%	482,157	$11.2M	Add +3.1%
BIV Vanguard Intermediate-Term B	0.27%	130,756	$10.1M	Add +3.9%
IVE iShares S&P 500 Value ETF	0.26%	42,796	$9.7M	Reduce -20.3%
VTV Vanguard Mrngstr Val ETF-Aui	0.23%	39,529	$8.6M	Reduce -0.5%
VTI VG Morningstar TS MKT ETF-US	0.22%	22,344	$8.2M	Reduce -1.4%
GOVT iShares US Treasury Bond ETF	0.19%	314,903	$7.2M	Add +9.7%
VMBS Vanguard Mortgage-Backed Sec	0.19%	148,909	$7.0M	Add +0.5%
BLV Vanguard Long-Term Bond ETF	0.18%	98,063	$6.8M	Add +0.6%
MBB iShares MBS ETF	0.17%	68,576	$6.5M	Add +10.1%
SPHY SS SPDR P High Yield ETF	0.16%	263,612	$6.2M	Add +20.4%
IWB iShares Russell 1000 ETF	0.16%	15,111	$6.1M	Reduce -6.4%
BND Vanguard Total Bond Market	0.16%	81,612	$6.0M	Reduce -1.1%
EFG iShares MSCI Eafe Growth ETF	0.16%	48,755	$6.0M	Add +5.1%
VXF Vanguard Extended Market ETF	0.16%	24,590	$6.0M	Reduce -0.9%
BAI Ishrs AI in and Tech Act ETF	0.15%	113,468	$5.8M	Reduce -22.8%
TLH iShares 10-20 Year Treasury	0.13%	47,481	$4.8M	Reduce -19.0%
SHY iShares 1-3 Year Treasury Bo	0.13%	57,713	$4.7M	Add +0.5%
INTF iShares International Equity	0.12%	115,189	$4.7M	Reduce -3.1%
MTUM iShares MSCI USA Momentum Fa	0.12%	13,843	$4.7M	Reduce -25.1%
BLCR iShares LRG CP CR Act ETF-Ui	0.12%	89,141	$4.4M	Add +11.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.12%	12,715	$4.3M	Reduce -4.8%
IALT Ishrs SYS Alt Act ETF	0.11%	147,878	$4.2M	New
PCY Invesco Emerging Markets Sov	0.11%	190,633	$4.1M	Add +3.6%
IJH iShares Core S&P Midcap ETF	0.11%	53,698	$4.1M	Reduce -4.8%
VTEB Vanguard Tax-Exempt Bond ETF	0.11%	80,055	$4.1M	Add +16.9%
CORO Ish Intl CTRY Rot Act ETF	0.10%	107,860	$3.9M	New
IDEF Ishars Def Ind TC Ac ETF-Ui	0.10%	117,322	$3.7M	Add +20.4%
LCTU iShares U.S. Carbon Transiti	0.10%	45,034	$3.6M	Reduce -4.3%
ESGU iShares ESG Aware MSCI USA	0.09%	21,765	$3.5M	Reduce -2.3%
GGOV iShares Global GB Usd Ha ETF	0.09%	68,509	$3.5M	New
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS	0.09%	155,594	$3.4M	Add +0.0%
FREL Fidelity MSCI RL Est Indx	0.09%	113,284	$3.4M	Reduce -1.1%
EFV iShares MSCI Eafe Value ETF	0.09%	43,820	$3.4M	Reduce -59.7%
TIP iShares Tips Bond ETF	0.09%	29,512	$3.2M	Reduce -3.2%
IQDG Wisdomtree Intl QLTY DVD GRW	0.09%	74,859	$3.2M	Add +1.6%
THRO iShares U.S. Thematic Rotati	0.08%	74,868	$3.2M	Reduce -38.4%
SCHO Schwab Short-Term US Treas	0.08%	123,085	$3.0M	Add +1.7%
VGIT Vanguard Intermediate-Term T	0.08%	50,028	$3.0M	Add +71.5%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.08%	106,364	$3.0M	Reduce -5.8%
HYMB SS SPDR N Ice HY Muni ETF	0.07%	109,265	$2.8M	Add +18.2%
PRF Invesco Rafi US 1000 ETF	0.07%	48,682	$2.6M	Reduce -5.6%
DSI iShares ESG MSCI KLD 400 ETF	0.07%	17,526	$2.5M	Reduce -2.3%
SPTS SS SPDR P St Term TSY ETF	0.06%	82,327	$2.4M	Reduce -1.6%
EAGG iShares ESG Aware US Aggrega	0.06%	49,186	$2.3M	Add +27.1%
MUB iShares National Muni Bond E	0.06%	21,235	$2.3M	Add +10.2%
XMMO Invesco S&P Midcap Momentum	0.06%	13,574	$2.3M	Add +2.8%
SPSM SS SPDR P S&P 600 Small Cap	0.06%	36,714	$2.1M	New
USXF iShares ESG Advance MSCI USA	0.05%	28,043	$1.9M	Reduce -5.2%
IWR iShares Russell Mid-Cap ETF	0.05%	17,285	$1.9M	Reduce -4.3%
BINC iShares Flex I A ETF-Usd Inc.	0.05%	36,135	$1.9M	Reduce -51.3%
IJS iShares S&P Small-Cap 600 Va	0.05%	13,144	$1.8M	Reduce -5.5%
VB Vanguard Most SM-Cap ETF-Usd	0.05%	5,702	$1.7M	Reduce -2.5%
SCHP Schwab U.S. Tips ETF	0.04%	63,295	$1.7M	Add +2.2%
VTEI Vanguard Int Tax-Exempt Bond	0.04%	16,637	$1.7M	Add +9.5%
SUSC iShares ESG Aware Usd Corpor	0.04%	71,806	$1.7M	Reduce -27.1%
SPIP SS SPDR P Tips ETF	0.04%	57,557	$1.5M	Reduce -1.7%
RGLO Russell Invest GLB Eq-Usd Inc.	0.04%	45,583	$1.5M	Reduce -3.1%
JHML John Hancock Multi Fact LRG	0.04%	16,386	$1.5M	Reduce -0.8%
USRT iShares Core US REIT ETF	0.04%	21,243	$1.4M	Reduce -2.8%
IAU iShares Gold Trust	0.04%	18,924	$1.4M	Add +14.3%
ESGE iShares Inc. iShares ESG Awar	0.04%	25,545	$1.4M	Reduce -18.7%
SYSB iShares Systematic Bond ETF	0.03%	14,404	$1.3M	Add +6.5%
SCHK Schwab 1000 Index ETF	0.03%	35,494	$1.3M	Reduce -7.9%
VYMI Vanguard Int High DVD YLD Inc.	0.03%	12,724	$1.3M	Add +11.3%
EVUS iShares ESG Aw MSCI US Value	0.03%	32,519	$1.1M	Add +0.9%
SCHH Schwab US REIT ETF	0.03%	44,919	$1.1M	Add +0.9%
VYM Vanguard High DVD Yield ETF	0.03%	6,743	$1.1M	Add +11.4%
LMUB iShares LT National Muni BD	0.03%	20,591	$1.1M	Add +10.6%
DMXF iShares ESG Advanc MSCI Eafe	0.03%	11,868	$996K	Add +0.8%
HYLB Xtrackers Usd High Yield Cor	0.02%	25,285	$923K	Add +4.6%
SUSB iShares ESG Aware 1-5 Year U	0.02%	34,853	$872K	New
JHMD John Hancock MF Dev Intl ETF	0.02%	18,933	$839K	Reduce -0.2%
DGRO iShares Core Dividend Growth	0.02%	10,878	$826K	Add +4.9%
VWOB Vanguard Emerg MKTS Gov BND	0.02%	12,124	$818K	Reduce -6.5%
JHMM John Hancock Multi Fact Mid	0.02%	10,792	$806K	Reduce -0.8%
JHEM John Hancock Multi Em MRK Et	0.02%	19,028	$754K	Reduce -1.9%
VUG Vanguard Mrngstar GR ETF-Sui	0.02%	8,514	$722K	Add +6.8%
RINT RSL in-Intrntnl DVL Eq Et-$i filed as RUSSELL INVTS EXCHANGE TRADE	0.02%	20,341	$646K	Reduce -2.6%
BALI Is US LRG CP Pre Inc. Act-Usd	0.02%	18,861	$634K	Add +46.1%
DGS Wisdomtree Em Small Cap	0.02%	9,365	$601K	Add +0.7%
FNDF Schwab Fndmn Intl LRG Co. ETF	0.01%	10,591	$557K	Reduce -5.3%
ESGD iShares Trust iShares ESG Aw	0.01%	5,162	$529K	Reduce -27.2%
AAPL Apple Inc.	0.01%	1,838	$518K	No change
ISTB iShares Core 1-5 Year Usd Bo	0.01%	10,563	$510K	Add +20.4%
LCTD iShares World Ex U.S. Carbon	0.01%	8,864	$509K	Reduce -3.7%
VNQ Vanguard Real Estate ETF	0.01%	5,037	$495K	Reduce -0.8%
REMG Ru in Em Marke Equity ETF-US filed as RUSSELL INVTS EXCHANGE TRADE	0.01%	12,822	$469K	Reduce -3.6%
STIP iShares 0-5 Year Tips Bond E	0.01%	4,584	$469K	New
SPYM Ste STR SPDR PT S&P 500 ETF	0.01%	5,038	$439K	Add +30.9%
VTES Vanguard SH Term Tax-Ex Bond	0.01%	4,319	$437K	Add +11.3%
CLOA iShares Aaa Clo Act ETF-Usdi	0.01%	8,376	$435K	Reduce -14.9%
JHHY John Hancock High Yield ETF	0.01%	16,040	$410K	New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.01%	4,997	$400K	Reduce -8.2%
SPMD SS SPDR P S&P 400 Midcap ETF	0.01%	5,663	$380K	Add +0.7%
EUSB Ishr ESG Advn Universal BD-$	0.01%	7,835	$342K	Add +12.0%
QUAL iShares MSCI USA Quality Fac	0.01%	1,486	$323K	Reduce -94.0%
JHSC John Hancock Multi Small Cap	0.01%	6,631	$322K	Reduce -0.1%
TFI SS SPDR N Ice Muni Bond ETF	0.01%	7,003	$321K	Add +1.2%
ACWX iShares MSCI Acwi Ex US ETF	0.01%	4,086	$308K	Add +31.2%
IGEB iShares Investment Grade SYS	0.01%	5,924	$268K	Add +6.1%
HDV iShares Core High Dividend E	0.01%	9,406	$260K	Add +0.9%
SHM SS SPDR N Ice St Muni ETF	0.01%	5,369	$258K	Add +16.4%
HIMU iShares High Yild Muni A ETF	0.01%	5,136	$256K	Add +11.2%
RUSC RSL Inv-US SML CP Eqt ETF-$i filed as RUSSELL INVTS EXCHANGE TRADE	0.01%	6,443	$250K	Reduce -3.4%
BSCQ Invesco Bulletshares 2026 CB	0.01%	12,596	$246K	Add +0.9%
BSCS Invesco Bulletshares 2028 CB	0.01%	12,049	$245K	Add +0.7%
BSCR Invesco Bulletshares 2027 CB	0.01%	12,511	$245K	Add +0.9%
ICLN iShares Global Clean Energy	0.01%	11,920	$237K	New
IAGG iShares Intl Aggregate Bond	0.01%	4,377	$222K	Reduce -94.7%
EMLC Vaneck JPM Em Local Curr BND	0.01%	8,262	$211K	Add +0.8%

Portfolio Sells Q1 2026 → Q2 2026


EFV iShares MSCI Eafe Value ETF	Reduce -59.7%	0.09%	−0.15
QUAL iShares MSCI USA Quality Fac	Reduce -94.0%	0.01%	−0.13
IAGG iShares Intl Aggregate Bond	Reduce -94.7%	0.01%	−0.12
IWX iShares Russell Top 200 Valu	Sold out	0.00%	−0.11
IVE iShares S&P 500 Value ETF	Reduce -20.3%	0.26%	−0.07
BINC iShares Flex I A ETF-Usd Inc.	Reduce -51.3%	0.05%	−0.06
COWZ Pacer US Cash Cows 100 ETF	Sold out	0.00%	−0.06
TLH iShares 10-20 Year Treasury	Reduce -19.0%	0.13%	−0.05
THRO iShares U.S. Thematic Rotati	Reduce -38.4%	0.08%	−0.04
SUSC iShares ESG Aware Usd Corpor	Reduce -27.1%	0.04%	−0.02
BND Vanguard Total Bond Market	Reduce -1.1%	0.16%	−0.02
TIP iShares Tips Bond ETF	Reduce -3.2%	0.09%	−0.01
SPEM State Street SP PTF Em ETF	Reduce -1.8%	0.38%	−0.01
INTF iShares International Equity	Reduce -3.1%	0.12%	−0.01
PXH Inves Rafi Emer MRKT-Usd Inc.	Reduce -5.8%	0.08%	−0.01
ICVT iShares Convertible Bond ETF	Sold out	0.00%	−0.01
VWO Vanguard Ftse Emerging Marke	Reduce -1.3%	0.40%	−0.01
QLTA iShares Aaa - A Rated Corpor	Sold out	0.00%	−0.01
SPTS SS SPDR P St Term TSY ETF	Reduce -1.6%	0.06%	−0.01
MTUM iShares MSCI USA Momentum Fa	Reduce -25.1%	0.12%	−0.01
FTGC First Trust Global Tactical	Sold out	0.00%	−0.01
IWB iShares Russell 1000 ETF	Reduce -6.4%	0.16%	−0.01
ESGD iShares Trust iShares ESG Aw	Reduce -27.2%	0.01%	−0.01
ESGE iShares Inc. iShares ESG Awar	Reduce -18.7%	0.04%	−0.01
SPIP SS SPDR P Tips ETF	Reduce -1.7%	0.04%	−0.01
SCHE Schwab Emrg Mrkts Eqty ETF	Reduce -0.0%	0.31%	−0.00
VEA Vanguard Ftse Developed ETF	Reduce -0.5%	0.90%	−0.00
CLOA iShares Aaa Clo Act ETF-Usdi	Reduce -14.9%	0.01%	−0.00
VWOB Vanguard Emerg MKTS Gov BND	Reduce -6.5%	0.02%	−0.00
IJH iShares Core S&P Midcap ETF	Reduce -4.8%	0.11%	−0.00
PRF Invesco Rafi US 1000 ETF	Reduce -5.6%	0.07%	−0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -8.2%	0.01%	−0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -4.8%	0.12%	−0.00
LCTU iShares U.S. Carbon Transiti	Reduce -4.3%	0.10%	−0.00
SCHK Schwab 1000 Index ETF	Reduce -7.9%	0.03%	−0.00
LCTD iShares World Ex U.S. Carbon	Reduce -3.7%	0.01%	−0.00
IJR iShares Core S&P Small-Cap E	Reduce -6.8%	1.58%	−0.00
JHMD John Hancock MF Dev Intl ETF	Reduce -0.2%	0.02%	−0.00
FNDF Schwab Fndmn Intl LRG Co. ETF	Reduce -5.3%	0.01%	−0.00
IWR iShares Russell Mid-Cap ETF	Reduce -4.3%	0.05%	−0.00
RGLO Russell Invest GLB Eq-Usd Inc.	Reduce -3.1%	0.04%	−0.00
FREL Fidelity MSCI RL Est Indx	Reduce -1.1%	0.09%	−0.00
IJS iShares S&P Small-Cap 600 Va	Reduce -5.5%	0.05%	−0.00
RINT RSL in-Intrntnl DVL Eq Et-$i	Reduce -2.6%	0.02%	−0.00
VNQ Vanguard Real Estate ETF	Reduce -0.8%	0.01%	−0.00
JHMM John Hancock Multi Fact Mid	Reduce -0.8%	0.02%	0.00
USRT iShares Core US REIT ETF	Reduce -2.8%	0.04%	+0.00
JHSC John Hancock Multi Small Cap	Reduce -0.1%	0.01%	+0.00
RUSC RSL Inv-US SML CP Eqt ETF-$i	Reduce -3.4%	0.01%	+0.00
REMG Ru in Em Marke Equity ETF-US	Reduce -3.6%	0.01%	+0.00

Portfolio Buys Q1 2026 → Q2 2026


ITOT iShares Core S&P Total U.S.	Add +0.7%	17.59%	+0.71
IVV iShares Core S&P 500 ETF	Add +22.2%	1.87%	+0.38
GEM Goldman Sachs Activebeta Em	Add +0.3%	4.57%	+0.34
SCHX Schwab US Large-Cap ETF	Add +14.1%	1.62%	+0.24
LRGF iShares US Equity Factor ETF	Add +1.2%	5.83%	+0.24
GSLC Goldman Activebeta US LC ETF	Add +1.2%	7.46%	+0.22
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +2.0%	5.36%	+0.17
SPYG SS SPDR P S&P 500 Growth ETF	Add +65.5%	0.34%	+0.15
IALT Ishrs SYS Alt Act ETF	New	0.11%	+0.11
CORO Ish Intl CTRY Rot Act ETF	New	0.10%	+0.10
GGOV iShares Global GB Usd Ha ETF	New	0.09%	+0.09
SMMD iShares Russell 2500 ETF	Add +12.5%	0.43%	+0.07
SPSM SS SPDR P S&P 600 Small Cap	New	0.06%	+0.06
SPDW Ste STR SPDR PT DW Eu ETF	Add +6.1%	1.00%	+0.05
VGIT Vanguard Intermediate-Term T	Add +71.5%	0.08%	+0.03
SUSB iShares ESG Aware 1-5 Year U	New	0.02%	+0.02
BLCR iShares LRG CP CR Act ETF-Ui	Add +11.6%	0.12%	+0.02
SPHY SS SPDR P High Yield ETF	Add +20.4%	0.16%	+0.01
SCHB Schwab US Broad Market ETF	Add +0.2%	0.40%	+0.01
STIP iShares 0-5 Year Tips Bond E	New	0.01%	+0.01
JHHY John Hancock High Yield ETF	New	0.01%	+0.01
EAGG iShares ESG Aware US Aggrega	Add +27.1%	0.06%	+0.01
EFG iShares MSCI Eafe Growth ETF	Add +5.1%	0.16%	+0.01
VTEB Vanguard Tax-Exempt Bond ETF	Add +16.9%	0.11%	+0.01
HYMB SS SPDR N Ice HY Muni ETF	Add +18.2%	0.07%	+0.01
ICLN iShares Global Clean Energy	New	0.01%	+0.01
BALI Is US LRG CP Pre Inc. Act-Usd	Add +46.1%	0.02%	+0.01
XMMO Invesco S&P Midcap Momentum	Add +2.8%	0.06%	+0.00
IDEF Ishars Def Ind TC Ac ETF-Ui	Add +20.4%	0.10%	+0.00
SPYM Ste STR SPDR PT S&P 500 ETF	Add +30.9%	0.01%	+0.00
VUG Vanguard Mrngstar GR ETF-Sui	Add +6.8%	0.02%	+0.00
VYM Vanguard High DVD Yield ETF	Add +11.4%	0.03%	+0.00
ACWX iShares MSCI Acwi Ex US ETF	Add +31.2%	0.01%	+0.00
VYMI Vanguard Int High DVD YLD Inc.	Add +11.3%	0.03%	+0.00
ISTB iShares Core 1-5 Year Usd Bo	Add +20.4%	0.01%	+0.00
LMUB iShares LT National Muni BD	Add +10.6%	0.03%	+0.00
SCHH Schwab US REIT ETF	Add +0.9%	0.03%	+0.00
MUB iShares National Muni Bond E	Add +10.2%	0.06%	+0.00
DGRO iShares Core Dividend Growth	Add +4.9%	0.02%	+0.00
SHM SS SPDR N Ice St Muni ETF	Add +16.4%	0.01%	+0.00
HIMU iShares High Yild Muni A ETF	Add +11.2%	0.01%	+0.00
DMXF iShares ESG Advanc MSCI Eafe	Add +0.8%	0.03%	+0.00
SPMD SS SPDR P S&P 400 Midcap ETF	Add +0.7%	0.01%	+0.00
EVUS iShares ESG Aw MSCI US Value	Add +0.9%	0.03%	+0.00
EUSB Ishr ESG Advn Universal BD-$	Add +12.0%	0.01%	+0.00
VTES Vanguard SH Term Tax-Ex Bond	Add +11.3%	0.01%	+0.00
VTEI Vanguard Int Tax-Exempt Bond	Add +9.5%	0.04%	0.00
IGEB iShares Investment Grade SYS	Add +6.1%	0.01%	−0.00
EMLC Vaneck JPM Em Local Curr BND	Add +0.8%	0.01%	−0.00
HDV iShares Core High Dividend E	Add +0.9%	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