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CIK: 0001696957
Total reported value
$3.8B
$3.8B
133 檔
36.6%
The Q2 2025 SEC filing reveals that SigFig Wealth Management, LLC held a total portfolio value of $3.8B, covering 133 public equity positions.
In Q2 2025, SigFig Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 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 | 15.73% | +0.71% | +1.37% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.32% | -0.76% | +2.02% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.46% | +0.21% | -0.03% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.28% | -0.33% | +0.69% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.89% | -0.14% | -1.23% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 4.17% | +0.23% | +0.10% | |
| 7 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 4.06% | +0.33% | -1.07% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.53% | +0.01% | -5.04% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.37% | -0.09% | -1.72% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.85% | -0.49% | +0.67% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.84% | -0.20% | +2.10% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.76% | +0.07% | +3.42% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.69% | — | +2.83% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.26% | -0.09% | +1.85% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.61% | +0.18% | +31.97% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.03% | +0.41% | |
| 17 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 1.19% | — | +0.64% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.39% | -36.06% | |
| 19 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.05% | +0.01% | +3.47% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.01% | — | -2.18% | |
| 21 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 0.97% | — | +1.97% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.94% | +0.24% | +28.83% | |
| 23 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.81% | — | +4.22% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.81% | +0.05% | +6.20% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.80% | — | -4.81% | |
| 26 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.57% | — | -0.19% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.48% | — | +43.50% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | -0.01% | +0.67% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.46% | +0.02% | +2.80% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | -0.01% | -5.02% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | -0.04% | -11.54% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | -0.04% | +1.02% | |
| 33 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.41% | -0.01% | +6.56% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.40% | — | -4.46% | |
| 35 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.38% | — | +1.41% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | -0.01% | -2.63% | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.35% | — | +7.05% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.34% | +0.15% | +110.72% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.34% | -0.13% | +2.31% | |
| 40 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.34% | -0.02% | -0.24% | |
| 41 | HYXF | Ishares Esg Adv High Yield | ETF-High Yield | 0.33% | — | +2.16% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | -0.15% | +41.14% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | -10.12% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.31% | +0.01% | -0.12% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.29% | -0.01% | +3.30% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | +0.01% | -1.93% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | -0.07% | +15.52% | |
| 48 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.21% | +0.08% | +36.77% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.21% | -0.02% | -2.53% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | +2.64% |
According to official SEC Form 13F filings, SigFig Wealth Management, LLC reported a total U.S. public equity portfolio value of $3.8B across 133 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ITOT, AGG, GSLC) accounted for 36.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $3.5M
Top Position Liquidated / Trimmed
IWX
前期市值: $5.7M
During Q2 2025, SigFig Wealth Management, LLC's top holdings by market value included ITOT (15.7%)、AGG (10.3%)、GSLC (7.5%). The largest single position, ITOT, represented 15.7% of total portfolio value.
In Q2 2025, SigFig Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 3 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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