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CIK: 0001696957
Total reported value
$3.8B
$3.8B
127 檔
34.1%
According to the latest 13F quarterly dataset, SigFig Wealth Management, LLC managed an equity portfolio of $3.8B at the end of Q1 2025, spanning 127 distinct U.S. exchange-listed positions.
In Q1 2025, SigFig Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 15.31% | +0.71% | +0.30% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.02% | -0.76% | +2.33% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.38% | +0.21% | +0.04% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.80% | -0.33% | +2.27% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.92% | -0.14% | +0.51% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 4.11% | +0.23% | +0.17% | |
| 7 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 4.01% | +0.33% | +1.45% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.67% | +0.01% | -4.11% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.42% | -0.09% | +0.51% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 3.19% | -0.49% | +0.98% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.98% | -0.20% | +2.24% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.71% | — | +2.16% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.63% | +0.07% | +2.94% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.37% | -0.09% | +2.76% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.39% | +58.87% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | +0.18% | +29.35% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.03% | -0.51% | |
| 18 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.12% | — | +3.04% | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.11% | +0.01% | +3.55% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | — | -1.44% | |
| 21 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.92% | — | +2.30% | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.85% | — | +1.51% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.79% | — | -3.83% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.72% | +0.05% | +5.35% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.24% | +24.02% | |
| 26 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.57% | — | -0.68% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.53% | -0.04% | +0.52% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | -0.01% | -4.22% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.01% | -1.09% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | -0.04% | -0.63% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.44% | -0.01% | -0.10% | |
| 32 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.37% | — | +2.00% | |
| 33 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.34% | — | +1.72% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.13% | +16.55% | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.33% | — | +5.12% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.32% | +0.02% | +7.68% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | +0.27% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.31% | -0.01% | -0.26% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.30% | +0.01% | +1.43% | |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.30% | — | +58.59% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.07% | +49.27% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | +0.01% | -4.24% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.02% | -3.53% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.23% | +0.01% | -4.36% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.23% | -0.15% | -19.69% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | +2.63% | |
| 47 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.22% | -0.01% | -0.76% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | +3.32% | |
| 49 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.21% | -0.02% | -1.24% | |
| 50 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.21% | -0.11% | EXIT |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 127 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 34.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
ITOT
市值: $423.6M
During Q1 2025, SigFig Wealth Management, LLC's top holdings by market value included ITOT (15.3%)、AGG (11.0%)、GSLC (7.4%). The largest single position, ITOT, represented 15.3% of total portfolio value.
In Q1 2025, SigFig Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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