SigFig Wealth Management, LLC SEC 13F Disclosure Analysis

CIK: 0001696957

Diversified strategySector-focusedMomentum follower

Total reported value

$3.8B

Reporting period: 2026-06-30 · Number of holdings: 142

SigFig Wealth Management, LLC disclosed 142 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.8B and a quarterly turnover rate of 11.9%.

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Personality snowflake

Concentration: 28.61
Portfolio Stability: 11.94
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 69.63

SigFig Wealth Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.072 — mathematically equivalent to about 14 equally-sized positions, well below its 142 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 3.04), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim AGG
+3.6%　$15.0M
Add ITOT
+0.7%　$88.0M
Trim PDBC
+3.3%　-$6.4M
Add IVV
+22.2%　$19.9M
Add GEM
+0.3%　$28.0M
Trim IUSB
+5.1%　$13.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ITOT	Ishares Core S&p Total U.s.	ETF-Other	17.59%	+0.71%	+0.69%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	11.22%	-0.76%	+3.56%
3	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	7.46%	+0.21%	+1.17%
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	6.76%	-0.33%	+5.13%
5	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	6.00%	-0.14%	+2.35%
6	LRGF	Ishares US Equity Factor ETF	ETF-Other	5.83%	+0.23%	+1.24%
7	VO	Vanguard Mid-cap ETF	ETF-Other	5.36%	+0.18%	+308.03%
8	GEM	Goldman Sachs Activebeta Em	ETF-Commodities	4.57%	+0.33%	+0.34%
9	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	3.28%	-0.09%	+1.01%
10	USHY	Ishares Broad Usd High Yield	ETF-High Yield	3.14%	-0.20%	+3.67%
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.02%	+0.07%	-3.26%
12	PDBC	Invesco Optimum Yield Divers	ETF-Other	2.91%	-0.49%	+3.28%
13	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	2.41%	-0.09%	+3.44%
14	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.87%	+0.39%	+22.23%
15	SCHX	Schwab US Large-cap ETF	ETF-Other	1.62%	+0.24%	+14.07%
16	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.58%	—	-6.79%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.16%	+0.03%	-0.55%
18	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.00%	+0.05%	+6.08%
19	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.90%	—	-0.52%
20	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.67%	—	-2.32%
21	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.43%	+0.08%	+12.51%
22	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.42%	-0.01%	+8.71%
23	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.40%	—	+0.51%
24	SCHB	Schwab US Broad Market ETF	ETF-Other	0.40%	+0.02%	+0.19%
25	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.40%	-0.01%	-1.33%
26	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.38%	-0.01%	-1.82%
27	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.38%	—	+1.08%
28	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.34%	+0.15%	+65.47%
29	SCHF	Schwab Intl Equity ETF	ETF-Other	0.33%	—	-0.45%
30	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.31%	-0.01%	-0.04%
31	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.30%	+0.01%	-3.33%
32	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.30%	+0.01%	-0.63%
33	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.30%	—	+3.07%
34	BIV	Vanguard Intermediate-term B	ETF-Other	0.27%	—	+3.89%
35	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.26%	-0.07%	-20.30%
36	VTV	Vanguard Value ETF	ETF-Other	0.23%	—	-0.50%
37	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.22%	+0.01%	-1.43%
38	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.19%	—	+9.65%
39	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.19%	—	+0.50%
40	BLV	Vanguard Long-term Bond ETF	ETF-Other	0.18%	—	+0.61%
41	MBB	Ishares Mbs ETF	ETF-Other	0.17%	—	+10.14%
42	SPHY	Ss Spdr P High Yield ETF	ETF-High Yield	0.16%	+0.01%	+20.40%
43	IWB	Ishares Russell 1000 ETF	ETF-Other	0.16%	—	-6.41%
44	BND	Vanguard Total Bond Market	ETF-Other	0.16%	—	-1.12%
45	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.16%	—	+5.10%
46	VXF	Vanguard Extended Market ETF	ETF-Other	0.16%	+0.01%	-0.89%
47	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	0.15%	+0.01%	-22.75%
48	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.13%	-0.04%	-18.98%
49	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.13%	—	+0.49%
50	INTF	Ishares International Equity	ETF-Other	0.12%	—	-3.11%

1–50 of 142

Portfolio Performance

Performance for Q3 2026

+1.9%

Performance Last 4 Quarters

+16.5%

Stdev: +9.6%
Beta: +0.7
Alpha: +0.6%
Max Drawdown: -6%
Annualized Perf: +13.8%
Batting Avg vs S&P: +36.1%
Sortino: +2.83
Stutzer: +0.41
Treynor: +0.19
Sterling: +0.97
Calmar: +2.32
Information Ratio: -1.01
Tracking Error: +4.9%
Stdev Down: +4.8%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +25.7%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.54
Sharpe: +1.41
Stdev Sectors: 0%
Skewness: +0.01
Kurtosis: -0.42
Upside Potential: +4.5

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	142	$3.8B	12	1ITOT 2AGG 3GSLC Top holdings2026-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.IEFA 10.USHY
2026-03-31	139	$3.4B	15	1ITOT 2AGG 3GSLC Top holdings2026-03-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.PDBC 10.IEFA
2025-12-31	137	$3.4B	5	1ITOT 2AGG 3GSLC Top holdings2025-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.IEFA 10.USHY
2025-09-30	138	$3.2B	25	1ITOT 2AGG 3GSLC Top holdings2025-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.IEFA 10.PDBC
2025-06-30	133	$3.0B	0	1ITOT 2AGG 3GSLC Top holdings2025-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.GEM 8.VXF 9.IEFA 10.PDBC
2025-03-31	127	$2.8B	100	1ITOT 2AGG 3GSLC Top holdings2025-03-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.GEM 8.VXF 9.IEFA 10.PDBC
2024-12-31	124	$2.8B	0	1ITOT 2AGG 3GSLC Top holdings2024-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VXF 8.GEM 9.IEFA 10.PDBC
2024-09-30	131	$2.8B	0	1ITOT 2AGG 3GSLC Top holdings2024-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VXF 8.GEM 9.IEFA 10.IJR
2024-06-30	123	$2.7B	0	1ITOT 2AGG 3GSLC Top holdings2024-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VXF 8.GEM 9.IEFA 10.IJR
2024-03-31	127	$2.7B	0	1ITOT 2AGG 3GSLC Top holdings2024-03-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.LRGF 8.IEFA 9.GEM 10.IJR
2023-12-31	124	$2.6B	0	1ITOT 2AGG 3GSLC Top holdings2023-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.SPYM 8.LRGF 9.IEFA 10.GEM
2023-09-30	115	$2.5B	0	1ITOT 2AGG 3GSLC Top holdings2023-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.SPYM 7.IEFA 8.VXF 9.LRGF 10.GEM
2023-06-30	109	$2.6B	0	1ITOT 2AGG 3GSLC Top holdings2023-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.SPYM 6.GSIE 7.VXF 8.IVV 9.LRGF 10.GEM
2023-03-31	97	$1.8B	0	1AGG 2GSLC 3IUSB Top holdings2023-03-31 1.AGG 2.GSLC 3.IUSB 4.GSIE 5.VXF 6.GEM 7.LRGF 8.IEFA 9.EMB 10.IEMG
2022-12-31	106	$2.0B	0	1ITOT 2AGG 3GSLC Top holdings2022-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.GEM 8.LRGF 9.IJR 10.EMB
2022-09-30	97	$1.9B	0	1ITOT 2AGG 3GSLC Top holdings2022-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.GEM 8.LRGF 9.EMB 10.IJR
2022-06-30	95	$1.9B	0	1ITOT 2AGG 3GSLC Top holdings2022-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.GEM 7.VXF 8.LRGF 9.IEMG 10.IJR
2022-03-31	86	$2.1B	0	1ITOT 2AGG 3GSLC Top holdings2022-03-31 1.ITOT 2.AGG 3.GSLC 4.VXF 5.IUSB 6.GSIE 7.GEM 8.LRGF 9.HYLB 10.IEMG
2021-12-31	82	$2.1B	0	1ITOT 2AGG 3GSLC Top holdings2021-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.VXF 6.GSIE 7.GEM 8.LRGF 9.HYLB 10.IEMG
2021-09-30	80	$2.0B	0	1ITOT 2AGG 3GSLC Top holdings2021-09-30 1.ITOT 2.AGG 3.GSLC 4.VXF 5.IUSB 6.GSIE 7.GEM 8.LRGF 9.IEMG 10.HYLB
2021-06-30	81	$1.9B	100	1ITOT 2AGG 3VXF Top holdings2021-06-30 1.ITOT 2.AGG 3.VXF 4.GSLC 5.IUSB 6.GEM 7.GSIE 8.HYLB 9.IEMG 10.IEFA
2021-03-31	75	$1.6B	24	1ITOT 2AGG 3VXF Top holdings2021-03-31 1.ITOT 2.AGG 3.VXF 4.GSLC 5.IUSB 6.GEM 7.GSIE 8.HYLB 9.IEFA 10.IEMG
2020-12-31	72	$1.4B	23	1AGG 2ITOT 3VXF Top holdings2020-12-31 1.AGG 2.ITOT 3.VXF 4.GSLC 5.GEM 6.GSIE 7.IEMG 8.IEFA 9.HYLB 10.PCY
2020-09-30	70	$1.1B	16	1AGG 2ITOT 3VXF Top holdings2020-09-30 1.AGG 2.ITOT 3.VXF 4.GSLC 5.GEM 6.GSIE 7.IEFA 8.IEMG 9.HYLB 10.PCY
2020-06-30	63	$935.3M	65	1AGG 2ITOT 3VXF Top holdings2020-06-30 1.AGG 2.ITOT 3.VXF 4.GSLC 5.GEM 6.GSIE 7.IEFA 8.IEMG 9.PCY 10.HYLB
2020-03-31	55	$736.2M	13	1AGG 2IVV 3GSLC Top holdings2020-03-31 1.AGG 2.IVV 3.GSLC 4.IJH 5.IJR 6.GEM 7.GSIE 8.HYLB 9.IEFA 10.IEMG
2019-12-31	46	$812.1M	15	1AGG 2IVV 3GSLC Top holdings2019-12-31 1.AGG 2.IVV 3.GSLC 4.IJH 5.IJR 6.GEM 7.GSIE 8.IEFA 9.IEMG 10.HYLB
2019-09-30	43	$702.4M	33	1AGG 2IVV 3GSLC Top holdings2019-09-30 1.AGG 2.IVV 3.GSLC 4.IJH 5.IJR 6.GEM 7.GSIE 8.IEFA 9.IEMG 10.ITOT
2019-06-30	48	$641.9M	13	1AGG 2GSLC 3IJH Top holdings2019-06-30 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.REET 7.GSIE 8.IEMG 9.IEFA 10.ITOT
2019-03-31	47	$564.3M	18	1AGG 2GSLC 3IJH Top holdings2019-03-31 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.REET 7.IEMG 8.IEFA 9.ITOT 10.GSIE
2018-12-31	47	$469.8M	9	1AGG 2GSLC 3IJH Top holdings2018-12-31 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.IEMG 7.ITOT 8.IEFA 9.REET 10.GSIE
2018-09-30	43	$483.5M	28	1AGG 2GSLC 3IJH Top holdings2018-09-30 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.ITOT 7.IEFA 8.IEMG 9.GSIE 10.REET
2018-06-30	43	$388.6M	84	1AGG 2GSLC 3IJH Top holdings2018-06-30 1.AGG 2.GSLC 3.IJH 4.ITOT 5.IVV 6.IJR 7.IEFA 8.IEMG 9.VTI 10.REET
2018-03-31	32	$171.4M	74	1ITOT 2IEFA 3IEMG Top holdings2018-03-31 1.ITOT 2.IEFA 3.IEMG 4.VTI 5.SPTM 6.AGG 7.SPAB 8.VWO 9.SCHB 10.SPDW
2017-12-31	32	$209.1M	33	1VTI 2ITOT 3TIP Top holdings2017-12-31 1.VTI 2.ITOT 3.TIP 4.AGG 5.VWO 6.VEA 7.IEMG 8.IEFA 9.PCYUSD 10.SCHB
2017-09-30	28	$149.5M	10	1VTI 2ITOT 3TIP Top holdings2017-09-30 1.VTI 2.ITOT 3.TIP 4.VEA 5.VWO 6.IEMG 7.IEFA 8.PCYUSD 9.AGG 10.SCHB
2017-06-30	20	$135.7M	8	1VTI 2ITOT 3TIP Top holdings2017-06-30 1.VTI 2.ITOT 3.TIP 4.VEA 5.VWO 6.IEFA 7.IEMG 8.PCYUSD 9.SCHB 10.AGG
2017-03-31	21	$125.7M	8	1VTI 2ITOT 3TIP Top holdings2017-03-31 1.VTI 2.ITOT 3.TIP 4.VWO 5.VEA 6.IEMG 7.IEFA 8.PCYUSD 9.SCHB 10.AGG
2016-12-31	20	$116.6M	—	1VTI 2ITOT 3TIP Top holdings2016-12-31 1.VTI 2.ITOT 3.TIP 4.IEFA 5.VEA 6.VWO 7.IEMG 8.AGG 9.SCHB 10.PCYUSD

Holding changes this quarter

SigFig Wealth Management, LLC's most significant position changes for 2026-06-30: New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Ishares Russell Top 200 Valu (IWX); New buy: Ishares Global Gb Usd Ha ETF (GGOV); New buy: Ss Spdr P S&p 600 Small Cap (SPSM).

Position changes disclosed by SigFig Wealth Management, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ITOT	Ishares Core S&p Total U.s.	+0.7%	+0.69%	Add
2	IVV	Ishares Core S&p 500 ETF	+0.4%	+22.23%	Add
3	GEM	Goldman Sachs Activebeta Em	+0.3%	+0.34%	Add
4	SCHX	Schwab US Large-cap ETF	+0.2%	+14.07%	Add
5	LRGF	Ishares US Equity Factor ETF	+0.2%	+1.24%	Add
6	GSLC	Goldman Activebeta US Lc ETF	+0.2%	+1.17%	Add
7	VO	Vanguard Mid-cap ETF	+0.2%	+308.03%	Add
8	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.2%	+65.47%	Add
9	IALT	Ishrs Sys Alt Act ETF	+0.1%	NEW	New buy
10	CORO	Ish Intl Ctry Rot Act ETF	+0.1%	NEW	New buy
11	GGOV	Ishares Global Gb Usd Ha ETF	+0.1%	NEW	New buy
12	SMMD	Ishares Russell 2500 ETF	+0.1%	+12.51%	Add
13	IEMG	Ishares Core Msci Emerging	+0.1%	-3.26%	Trim
14	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	NEW	New buy
15	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.1%	+6.08%	Add
16	VOO	Vanguard S&p 500 ETF	0%	-0.55%	Trim
17	VGIT	Vanguard Intermediate-term T	0%	+71.45%	Add
18	SCHB	Schwab US Broad Market ETF	0%	+0.19%	Add
19	BLCR	Ishares Lrg Cp Cr Act Etf-ui	0%	+11.60%	Add
20	SUSB	Ishares Esg Aware 1-5 Year U	0%	NEW	New buy
21	IVW	Ishares S&p 500 Growth ETF	0%	-3.33%	Trim
22	DYNF	Ishrs US E F R A Etf-usd INC	0%	-0.63%	Trim
23	SPHY	Ss Spdr P High Yield ETF	0%	+20.40%	Add
24	BAI	Ishrs Ai In And Tech Act ETF	0%	-22.75%	Trim
25	VTI	Vanguard Total Stock Mkt ETF	0%	-1.43%	Trim
26	VXF	Vanguard Extended Market ETF	0%	-0.89%	Trim
27	IJR	Ishares Core S&p Small-cap E	—	-6.79%	Trim
28	VEA	Vanguard Ftse Developed ETF	—	-0.52%	Trim
29	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	-2.32%	Trim
30	SCHF	Schwab Intl Equity ETF	—	-0.45%	Trim
31	SPAB	Ss Spdr P Agg Bond ETF	0%	+8.71%	Add
32	VWO	Vanguard Ftse Emerging Marke	0%	-1.33%	Trim
33	SPEM	State Street Sp Ptf Em ETF	0%	-1.82%	Trim
34	SCHE	Schwab Emrg Mrkts Eqty ETF	0%	-0.04%	Trim
35	TLH	Ishares 10-20 Year Treasury	0%	-18.98%	Trim
36	THRO	Ishares U.s. Thematic Rotati	-0.1%	-38.35%	Trim
37	COWZ	Pacer US Cash Cows 100 ETF	-0.1%	EXIT	Sold out
38	BINC	Ishares Flex I A Etf-usd INC	-0.1%	-51.28%	Trim
39	IVE	Ishares S&p 500 Value ETF	-0.1%	-20.30%	Trim
40	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+1.01%	Add
41	EMB	Ishares Jp Morgan Usd Emergi	-0.1%	+3.44%	Add
42	IAGG	Ishares Intl Aggregate Bond	-0.1%	-94.70%	Trim
43	IWX	Ishares Russell Top 200 Valu	-0.1%	EXIT	Sold out
44	QUAL	Ishares Msci USA Quality Fac	-0.1%	-94.02%	Trim
45	GSIE	Goldman Sachs Activebeta Int	-0.1%	+2.35%	Add
46	EFV	Ishares Msci Eafe Value ETF	-0.2%	-59.68%	Trim
47	USHY	Ishares Broad Usd High Yield	-0.2%	+3.67%	Add
48	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.3%	+5.13%	Add
49	PDBC	Invesco Optimum Yield Divers	-0.5%	+3.28%	Add
50	AGG	Ishares Core U.s. Aggregate	-0.8%	+3.56%	Add

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-07	13F-HR	View on EDGAR
2026-03-31	2026-04-14	13F-HR	View on EDGAR
2025-12-31	2026-01-16	13F-HR	View on EDGAR
2025-09-30	2025-10-21	13F-HR	View on EDGAR
2025-06-30	2025-07-18	13F-HR	View on EDGAR
2025-03-31	2025-04-09	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-09	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-07-27	13F-HR	View on EDGAR
2023-03-31	2023-05-03	13F-HR	View on EDGAR
2022-12-31	2023-02-03	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-10-13	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-12	13F-HR	View on EDGAR
2020-12-31	2021-02-08	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-04	13F-HR	View on EDGAR
2020-03-31	2020-05-05	13F-HR	View on EDGAR
2019-12-31	2020-01-28	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-05	13F-HR	View on EDGAR
2019-03-31	2019-05-01	13F-HR	View on EDGAR
2018-12-31	2019-01-30	13F-HR	View on EDGAR
2018-09-30	2018-10-10	13F-HR	View on EDGAR
2018-06-30	2018-09-06	Amendment	View on EDGAR
2018-06-30	2018-07-16	13F-HR	View on EDGAR
2018-03-31	2018-04-26	13F-HR	View on EDGAR
2017-12-31	2018-01-23	13F-HR	View on EDGAR
2017-09-30	2017-10-25	13F-HR	View on EDGAR
2017-06-30	2017-08-03	Amendment	View on EDGAR
2017-06-30	2017-07-12	13F-HR	View on EDGAR
2017-03-31	2017-04-28	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR

FAQ

What is SigFig Wealth Management, LLC and what type of investor is it?

SigFig Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $3.8B, spread across 142 disclosed positions.

What are SigFig Wealth Management, LLC's largest equity positions?

Based on the latest 13F filing, SigFig Wealth Management, LLC's top holdings by market value are: 1. Ishares Core S&p Total U.s. (ITOT) — $663.7M (17.6%) 2. Ishares Core U.s. Aggregate (AGG) — $423.5M (11.2%) 3. Goldman Activebeta US Lc ETF (GSLC) — $281.6M (7.5%) 4. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $254.9M (6.8%) 5. Goldman Sachs Activebeta Int (GSIE) — $226.5M (6.0%)

What changes did SigFig Wealth Management, LLC make in its most recent portfolio filing?

In the latest reported quarter, SigFig Wealth Management, LLC made 50 notable position adjustments: 5 new positions were initiated, 22 existing holdings were added to, 21 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Ishares Russell Top 200 Valu (IWX); New buy: Ishares Global Gb Usd Ha ETF (GGOV); New buy: Ss Spdr P S&p 600 Small Cap (SPSM)

What sectors does SigFig Wealth Management, LLC focus on?

SigFig Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%

Peer Institutions

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Sector conviction64.9

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Hyperion Asset Management Ltd

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Similar Holdings Style

Institutions with overlapping top holdings

Hefty Wealth Partners

CIK 0001674672

Total reported value

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239 stks

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Portfolio Stability66.0

Sector conviction64.6

3 of the top 5 holdings overlap, including Ishares Core S&p Total U.s.

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Brinker Capital INC

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Total reported value

$3.1B

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View detail

Simply Money Advisors

CIK 0001538900

Total reported value

$710.8M

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Concentration30.7

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Sector conviction0.0

2 of the top 5 holdings overlap, including Goldman Activebeta US Lc ETF

View detail

SigFig Wealth Management, LLC SEC 13F Disclosure Analysis

CIK: 0001696957

Diversified strategySector-focusedMomentum follower

Total reported value

$3.8B

Reporting period: 2026-06-30 · Number of holdings: 142

SigFig Wealth Management, LLC disclosed 142 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $3.8B and a quarterly turnover rate of 11.9%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 28.61
Portfolio Stability: 11.94
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 69.63

Position sizes vary widely across the portfolio (a coefficient of variation of 3.04), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim AGG
+3.6%　$15.0M
Add ITOT
+0.7%　$88.0M
Trim PDBC
+3.3%　-$6.4M
Add IVV
+22.2%　$19.9M
Add GEM
+0.3%　$28.0M
Trim IUSB
+5.1%　$13.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ITOT	Ishares Core S&p Total U.s.	ETF-Other	17.59%	+0.71%	+0.69%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	11.22%	-0.76%	+3.56%
3	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	7.46%	+0.21%	+1.17%
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	6.76%	-0.33%	+5.13%
5	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	6.00%	-0.14%	+2.35%
6	LRGF	Ishares US Equity Factor ETF	ETF-Other	5.83%	+0.23%	+1.24%
7	VO	Vanguard Mid-cap ETF	ETF-Other	5.36%	+0.18%	+308.03%
8	GEM	Goldman Sachs Activebeta Em	ETF-Commodities	4.57%	+0.33%	+0.34%
9	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	3.28%	-0.09%	+1.01%
10	USHY	Ishares Broad Usd High Yield	ETF-High Yield	3.14%	-0.20%	+3.67%
11	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	3.02%	+0.07%	-3.26%
12	PDBC	Invesco Optimum Yield Divers	ETF-Other	2.91%	-0.49%	+3.28%
13	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	2.41%	-0.09%	+3.44%
14	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.87%	+0.39%	+22.23%
15	SCHX	Schwab US Large-cap ETF	ETF-Other	1.62%	+0.24%	+14.07%
16	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.58%	—	-6.79%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.16%	+0.03%	-0.55%
18	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	1.00%	+0.05%	+6.08%
19	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.90%	—	-0.52%
20	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	0.67%	—	-2.32%
21	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.43%	+0.08%	+12.51%
22	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.42%	-0.01%	+8.71%
23	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.40%	—	+0.51%
24	SCHB	Schwab US Broad Market ETF	ETF-Other	0.40%	+0.02%	+0.19%
25	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.40%	-0.01%	-1.33%
26	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.38%	-0.01%	-1.82%
27	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.38%	—	+1.08%
28	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.34%	+0.15%	+65.47%
29	SCHF	Schwab Intl Equity ETF	ETF-Other	0.33%	—	-0.45%
30	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.31%	-0.01%	-0.04%
31	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.30%	+0.01%	-3.33%
32	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.30%	+0.01%	-0.63%
33	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.30%	—	+3.07%
34	BIV	Vanguard Intermediate-term B	ETF-Other	0.27%	—	+3.89%
35	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.26%	-0.07%	-20.30%
36	VTV	Vanguard Value ETF	ETF-Other	0.23%	—	-0.50%
37	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.22%	+0.01%	-1.43%
38	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.19%	—	+9.65%
39	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	0.19%	—	+0.50%
40	BLV	Vanguard Long-term Bond ETF	ETF-Other	0.18%	—	+0.61%
41	MBB	Ishares Mbs ETF	ETF-Other	0.17%	—	+10.14%
42	SPHY	Ss Spdr P High Yield ETF	ETF-High Yield	0.16%	+0.01%	+20.40%
43	IWB	Ishares Russell 1000 ETF	ETF-Other	0.16%	—	-6.41%
44	BND	Vanguard Total Bond Market	ETF-Other	0.16%	—	-1.12%
45	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.16%	—	+5.10%
46	VXF	Vanguard Extended Market ETF	ETF-Other	0.16%	+0.01%	-0.89%
47	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	0.15%	+0.01%	-22.75%
48	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.13%	-0.04%	-18.98%
49	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.13%	—	+0.49%
50	INTF	Ishares International Equity	ETF-Other	0.12%	—	-3.11%

1–50 of 142

Portfolio Performance

Performance for Q3 2026

+1.9%

Performance Last 4 Quarters

+16.5%

Stdev: +9.6%
Beta: +0.7
Alpha: +0.6%
Max Drawdown: -6%
Annualized Perf: +13.8%
Batting Avg vs S&P: +36.1%
Sortino: +2.83
Stutzer: +0.41
Treynor: +0.19
Sterling: +0.97
Calmar: +2.32
Information Ratio: -1.01
Tracking Error: +4.9%
Stdev Down: +4.8%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +25.7%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.54
Sharpe: +1.41
Stdev Sectors: 0%
Skewness: +0.01
Kurtosis: -0.42
Upside Potential: +4.5

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	142	$3.8B	12	1ITOT 2AGG 3GSLC Top holdings2026-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.IEFA 10.USHY
2026-03-31	139	$3.4B	15	1ITOT 2AGG 3GSLC Top holdings2026-03-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.PDBC 10.IEFA
2025-12-31	137	$3.4B	5	1ITOT 2AGG 3GSLC Top holdings2025-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.IEFA 10.USHY
2025-09-30	138	$3.2B	25	1ITOT 2AGG 3GSLC Top holdings2025-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VO 8.GEM 9.IEFA 10.PDBC
2025-06-30	133	$3.0B	0	1ITOT 2AGG 3GSLC Top holdings2025-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.GEM 8.VXF 9.IEFA 10.PDBC
2025-03-31	127	$2.8B	100	1ITOT 2AGG 3GSLC Top holdings2025-03-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.GEM 8.VXF 9.IEFA 10.PDBC
2024-12-31	124	$2.8B	0	1ITOT 2AGG 3GSLC Top holdings2024-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VXF 8.GEM 9.IEFA 10.PDBC
2024-09-30	131	$2.8B	0	1ITOT 2AGG 3GSLC Top holdings2024-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VXF 8.GEM 9.IEFA 10.IJR
2024-06-30	123	$2.7B	0	1ITOT 2AGG 3GSLC Top holdings2024-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.LRGF 7.VXF 8.GEM 9.IEFA 10.IJR
2024-03-31	127	$2.7B	0	1ITOT 2AGG 3GSLC Top holdings2024-03-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.LRGF 8.IEFA 9.GEM 10.IJR
2023-12-31	124	$2.6B	0	1ITOT 2AGG 3GSLC Top holdings2023-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.SPYM 8.LRGF 9.IEFA 10.GEM
2023-09-30	115	$2.5B	0	1ITOT 2AGG 3GSLC Top holdings2023-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.SPYM 7.IEFA 8.VXF 9.LRGF 10.GEM
2023-06-30	109	$2.6B	0	1ITOT 2AGG 3GSLC Top holdings2023-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.SPYM 6.GSIE 7.VXF 8.IVV 9.LRGF 10.GEM
2023-03-31	97	$1.8B	0	1AGG 2GSLC 3IUSB Top holdings2023-03-31 1.AGG 2.GSLC 3.IUSB 4.GSIE 5.VXF 6.GEM 7.LRGF 8.IEFA 9.EMB 10.IEMG
2022-12-31	106	$2.0B	0	1ITOT 2AGG 3GSLC Top holdings2022-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.GEM 8.LRGF 9.IJR 10.EMB
2022-09-30	97	$1.9B	0	1ITOT 2AGG 3GSLC Top holdings2022-09-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.VXF 7.GEM 8.LRGF 9.EMB 10.IJR
2022-06-30	95	$1.9B	0	1ITOT 2AGG 3GSLC Top holdings2022-06-30 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.GSIE 6.GEM 7.VXF 8.LRGF 9.IEMG 10.IJR
2022-03-31	86	$2.1B	0	1ITOT 2AGG 3GSLC Top holdings2022-03-31 1.ITOT 2.AGG 3.GSLC 4.VXF 5.IUSB 6.GSIE 7.GEM 8.LRGF 9.HYLB 10.IEMG
2021-12-31	82	$2.1B	0	1ITOT 2AGG 3GSLC Top holdings2021-12-31 1.ITOT 2.AGG 3.GSLC 4.IUSB 5.VXF 6.GSIE 7.GEM 8.LRGF 9.HYLB 10.IEMG
2021-09-30	80	$2.0B	0	1ITOT 2AGG 3GSLC Top holdings2021-09-30 1.ITOT 2.AGG 3.GSLC 4.VXF 5.IUSB 6.GSIE 7.GEM 8.LRGF 9.IEMG 10.HYLB
2021-06-30	81	$1.9B	100	1ITOT 2AGG 3VXF Top holdings2021-06-30 1.ITOT 2.AGG 3.VXF 4.GSLC 5.IUSB 6.GEM 7.GSIE 8.HYLB 9.IEMG 10.IEFA
2021-03-31	75	$1.6B	24	1ITOT 2AGG 3VXF Top holdings2021-03-31 1.ITOT 2.AGG 3.VXF 4.GSLC 5.IUSB 6.GEM 7.GSIE 8.HYLB 9.IEFA 10.IEMG
2020-12-31	72	$1.4B	23	1AGG 2ITOT 3VXF Top holdings2020-12-31 1.AGG 2.ITOT 3.VXF 4.GSLC 5.GEM 6.GSIE 7.IEMG 8.IEFA 9.HYLB 10.PCY
2020-09-30	70	$1.1B	16	1AGG 2ITOT 3VXF Top holdings2020-09-30 1.AGG 2.ITOT 3.VXF 4.GSLC 5.GEM 6.GSIE 7.IEFA 8.IEMG 9.HYLB 10.PCY
2020-06-30	63	$935.3M	65	1AGG 2ITOT 3VXF Top holdings2020-06-30 1.AGG 2.ITOT 3.VXF 4.GSLC 5.GEM 6.GSIE 7.IEFA 8.IEMG 9.PCY 10.HYLB
2020-03-31	55	$736.2M	13	1AGG 2IVV 3GSLC Top holdings2020-03-31 1.AGG 2.IVV 3.GSLC 4.IJH 5.IJR 6.GEM 7.GSIE 8.HYLB 9.IEFA 10.IEMG
2019-12-31	46	$812.1M	15	1AGG 2IVV 3GSLC Top holdings2019-12-31 1.AGG 2.IVV 3.GSLC 4.IJH 5.IJR 6.GEM 7.GSIE 8.IEFA 9.IEMG 10.HYLB
2019-09-30	43	$702.4M	33	1AGG 2IVV 3GSLC Top holdings2019-09-30 1.AGG 2.IVV 3.GSLC 4.IJH 5.IJR 6.GEM 7.GSIE 8.IEFA 9.IEMG 10.ITOT
2019-06-30	48	$641.9M	13	1AGG 2GSLC 3IJH Top holdings2019-06-30 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.REET 7.GSIE 8.IEMG 9.IEFA 10.ITOT
2019-03-31	47	$564.3M	18	1AGG 2GSLC 3IJH Top holdings2019-03-31 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.REET 7.IEMG 8.IEFA 9.ITOT 10.GSIE
2018-12-31	47	$469.8M	9	1AGG 2GSLC 3IJH Top holdings2018-12-31 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.IEMG 7.ITOT 8.IEFA 9.REET 10.GSIE
2018-09-30	43	$483.5M	28	1AGG 2GSLC 3IJH Top holdings2018-09-30 1.AGG 2.GSLC 3.IJH 4.IVV 5.IJR 6.ITOT 7.IEFA 8.IEMG 9.GSIE 10.REET
2018-06-30	43	$388.6M	84	1AGG 2GSLC 3IJH Top holdings2018-06-30 1.AGG 2.GSLC 3.IJH 4.ITOT 5.IVV 6.IJR 7.IEFA 8.IEMG 9.VTI 10.REET
2018-03-31	32	$171.4M	74	1ITOT 2IEFA 3IEMG Top holdings2018-03-31 1.ITOT 2.IEFA 3.IEMG 4.VTI 5.SPTM 6.AGG 7.SPAB 8.VWO 9.SCHB 10.SPDW
2017-12-31	32	$209.1M	33	1VTI 2ITOT 3TIP Top holdings2017-12-31 1.VTI 2.ITOT 3.TIP 4.AGG 5.VWO 6.VEA 7.IEMG 8.IEFA 9.PCYUSD 10.SCHB
2017-09-30	28	$149.5M	10	1VTI 2ITOT 3TIP Top holdings2017-09-30 1.VTI 2.ITOT 3.TIP 4.VEA 5.VWO 6.IEMG 7.IEFA 8.PCYUSD 9.AGG 10.SCHB
2017-06-30	20	$135.7M	8	1VTI 2ITOT 3TIP Top holdings2017-06-30 1.VTI 2.ITOT 3.TIP 4.VEA 5.VWO 6.IEFA 7.IEMG 8.PCYUSD 9.SCHB 10.AGG
2017-03-31	21	$125.7M	8	1VTI 2ITOT 3TIP Top holdings2017-03-31 1.VTI 2.ITOT 3.TIP 4.VWO 5.VEA 6.IEMG 7.IEFA 8.PCYUSD 9.SCHB 10.AGG
2016-12-31	20	$116.6M	—	1VTI 2ITOT 3TIP Top holdings2016-12-31 1.VTI 2.ITOT 3.TIP 4.IEFA 5.VEA 6.VWO 7.IEMG 8.AGG 9.SCHB 10.PCYUSD

Holding changes this quarter

Position changes disclosed by SigFig Wealth Management, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ITOT	Ishares Core S&p Total U.s.	+0.7%	+0.69%	Add
2	IVV	Ishares Core S&p 500 ETF	+0.4%	+22.23%	Add
3	GEM	Goldman Sachs Activebeta Em	+0.3%	+0.34%	Add
4	SCHX	Schwab US Large-cap ETF	+0.2%	+14.07%	Add
5	LRGF	Ishares US Equity Factor ETF	+0.2%	+1.24%	Add
6	GSLC	Goldman Activebeta US Lc ETF	+0.2%	+1.17%	Add
7	VO	Vanguard Mid-cap ETF	+0.2%	+308.03%	Add
8	SPYG	Ss Spdr P S&p 500 Growth ETF	+0.2%	+65.47%	Add
9	IALT	Ishrs Sys Alt Act ETF	+0.1%	NEW	New buy
10	CORO	Ish Intl Ctry Rot Act ETF	+0.1%	NEW	New buy
11	GGOV	Ishares Global Gb Usd Ha ETF	+0.1%	NEW	New buy
12	SMMD	Ishares Russell 2500 ETF	+0.1%	+12.51%	Add
13	IEMG	Ishares Core Msci Emerging	+0.1%	-3.26%	Trim
14	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	NEW	New buy
15	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.1%	+6.08%	Add
16	VOO	Vanguard S&p 500 ETF	0%	-0.55%	Trim
17	VGIT	Vanguard Intermediate-term T	0%	+71.45%	Add
18	SCHB	Schwab US Broad Market ETF	0%	+0.19%	Add
19	BLCR	Ishares Lrg Cp Cr Act Etf-ui	0%	+11.60%	Add
20	SUSB	Ishares Esg Aware 1-5 Year U	0%	NEW	New buy
21	IVW	Ishares S&p 500 Growth ETF	0%	-3.33%	Trim
22	DYNF	Ishrs US E F R A Etf-usd INC	0%	-0.63%	Trim
23	SPHY	Ss Spdr P High Yield ETF	0%	+20.40%	Add
24	BAI	Ishrs Ai In And Tech Act ETF	0%	-22.75%	Trim
25	VTI	Vanguard Total Stock Mkt ETF	0%	-1.43%	Trim
26	VXF	Vanguard Extended Market ETF	0%	-0.89%	Trim
27	IJR	Ishares Core S&p Small-cap E	—	-6.79%	Trim
28	VEA	Vanguard Ftse Developed ETF	—	-0.52%	Trim
29	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	-2.32%	Trim
30	SCHF	Schwab Intl Equity ETF	—	-0.45%	Trim
31	SPAB	Ss Spdr P Agg Bond ETF	0%	+8.71%	Add
32	VWO	Vanguard Ftse Emerging Marke	0%	-1.33%	Trim
33	SPEM	State Street Sp Ptf Em ETF	0%	-1.82%	Trim
34	SCHE	Schwab Emrg Mrkts Eqty ETF	0%	-0.04%	Trim
35	TLH	Ishares 10-20 Year Treasury	0%	-18.98%	Trim
36	THRO	Ishares U.s. Thematic Rotati	-0.1%	-38.35%	Trim
37	COWZ	Pacer US Cash Cows 100 ETF	-0.1%	EXIT	Sold out
38	BINC	Ishares Flex I A Etf-usd INC	-0.1%	-51.28%	Trim
39	IVE	Ishares S&p 500 Value ETF	-0.1%	-20.30%	Trim
40	IEFA	Ishares Core Msci Eafe ETF	-0.1%	+1.01%	Add
41	EMB	Ishares Jp Morgan Usd Emergi	-0.1%	+3.44%	Add
42	IAGG	Ishares Intl Aggregate Bond	-0.1%	-94.70%	Trim
43	IWX	Ishares Russell Top 200 Valu	-0.1%	EXIT	Sold out
44	QUAL	Ishares Msci USA Quality Fac	-0.1%	-94.02%	Trim
45	GSIE	Goldman Sachs Activebeta Int	-0.1%	+2.35%	Add
46	EFV	Ishares Msci Eafe Value ETF	-0.2%	-59.68%	Trim
47	USHY	Ishares Broad Usd High Yield	-0.2%	+3.67%	Add
48	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.3%	+5.13%	Add
49	PDBC	Invesco Optimum Yield Divers	-0.5%	+3.28%	Add
50	AGG	Ishares Core U.s. Aggregate	-0.8%	+3.56%	Add

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-07	13F-HR	View on EDGAR
2026-03-31	2026-04-14	13F-HR	View on EDGAR
2025-12-31	2026-01-16	13F-HR	View on EDGAR
2025-09-30	2025-10-21	13F-HR	View on EDGAR
2025-06-30	2025-07-18	13F-HR	View on EDGAR
2025-03-31	2025-04-09	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-09	13F-HR	View on EDGAR
2024-03-31	2024-05-10	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-07-27	13F-HR	View on EDGAR
2023-03-31	2023-05-03	13F-HR	View on EDGAR
2022-12-31	2023-02-03	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-11	13F-HR	View on EDGAR
2022-03-31	2022-05-10	13F-HR	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-10-13	13F-HR	View on EDGAR
2021-06-30	2021-08-10	13F-HR	View on EDGAR
2021-03-31	2021-05-12	13F-HR	View on EDGAR
2020-12-31	2021-02-08	13F-HR	View on EDGAR
2020-09-30	2020-11-13	13F-HR	View on EDGAR
2020-06-30	2020-08-04	13F-HR	View on EDGAR
2020-03-31	2020-05-05	13F-HR	View on EDGAR
2019-12-31	2020-01-28	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-05	13F-HR	View on EDGAR
2019-03-31	2019-05-01	13F-HR	View on EDGAR
2018-12-31	2019-01-30	13F-HR	View on EDGAR
2018-09-30	2018-10-10	13F-HR	View on EDGAR
2018-06-30	2018-09-06	Amendment	View on EDGAR
2018-06-30	2018-07-16	13F-HR	View on EDGAR
2018-03-31	2018-04-26	13F-HR	View on EDGAR
2017-12-31	2018-01-23	13F-HR	View on EDGAR
2017-09-30	2017-10-25	13F-HR	View on EDGAR
2017-06-30	2017-08-03	Amendment	View on EDGAR
2017-06-30	2017-07-12	13F-HR	View on EDGAR
2017-03-31	2017-04-28	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR

FAQ

What is SigFig Wealth Management, LLC and what type of investor is it?

What are SigFig Wealth Management, LLC's largest equity positions?

What changes did SigFig Wealth Management, LLC make in its most recent portfolio filing?

What sectors does SigFig Wealth Management, LLC focus on?

SigFig Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%