$1.63 Billion is the total value of SigFig Wealth Management, LLC's 75 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $261,499,000 | +16.6% | 2,854,847 | +9.7% | 16.07% | -1.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $215,081,000 | -12.5% | 1,889,431 | -9.1% | 13.22% | -25.7% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $176,272,000 | +7.3% | 996,394 | -0.1% | 10.84% | -8.9% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $161,670,000 | +18.4% | 2,043,354 | +13.3% | 9.94% | +0.5% |
| IUSB | Buy | ISHARES TRcore total usd | $117,713,000 | +14559.2% | 2,231,530 | +15059.9% | 7.24% | +12375.9% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $78,775,000 | +15.2% | 1,994,813 | +11.4% | 4.84% | -2.2% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $68,543,000 | +16.3% | 2,074,556 | +12.3% | 4.21% | -1.3% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $55,353,000 | +22.3% | 1,107,276 | +22.5% | 3.40% | +3.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $53,884,000 | +16.7% | 747,885 | +11.9% | 3.31% | -1.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $53,876,000 | +15.3% | 836,945 | +11.1% | 3.31% | -2.1% |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $51,551,000 | +17.5% | 1,925,718 | +26.5% | 3.17% | -0.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $38,268,000 | +15.8% | 352,602 | -1.9% | 2.35% | -1.7% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $30,473,000 | +20.4% | 619,506 | +12.8% | 1.87% | +2.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $19,389,000 | +19.9% | 548,337 | +14.5% | 1.19% | +1.8% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $18,903,000 | +16.5% | 431,763 | +12.2% | 1.16% | -1.0% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $15,335,000 | +7.7% | 517,217 | +11.8% | 0.94% | -8.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $14,712,000 | +18.4% | 300,765 | +13.8% | 0.90% | +0.4% |
| VOO | Buy | VANGUARD INDEX FDS | $13,018,000 | +30.0% | 35,734 | +22.7% | 0.80% | +10.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $12,054,000 | +11.4% | 59,125 | +5.0% | 0.74% | -5.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $11,571,000 | +11.6% | 120,449 | +5.0% | 0.71% | -5.3% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $10,902,000 | +11.3% | 100,106 | +18.5% | 0.67% | -5.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $9,571,000 | +24.5% | 167,560 | +27.6% | 0.59% | +5.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,232,000 | +11.9% | 178,528 | +7.7% | 0.57% | -5.0% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $8,213,000 | +25.9% | 99,925 | +27.0% | 0.50% | +7.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $7,634,000 | +24.3% | 19,191 | +17.3% | 0.47% | +5.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,354,000 | +9.4% | 231,396 | +5.5% | 0.45% | -7.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $7,088,000 | +10.6% | 188,597 | +5.9% | 0.44% | -6.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $5,266,000 | +8.8% | 97,609 | +13.0% | 0.32% | -7.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $5,167,000 | +45.5% | 58,229 | +52.3% | 0.32% | +23.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $5,112,000 | +42.0% | 56,259 | +34.5% | 0.31% | +20.3% |
| GOVT | Buy | ISHARES TRus treas bd etf | $4,875,000 | +63.8% | 186,133 | +70.3% | 0.30% | +38.9% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $4,805,000 | +24.6% | 90,026 | +26.3% | 0.30% | +5.7% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $4,791,000 | +9.7% | 156,249 | +9.9% | 0.29% | -7.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $4,724,000 | +13.8% | 54,767 | +14.0% | 0.29% | -3.3% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $4,553,000 | +18.6% | 46,397 | +32.5% | 0.28% | +0.7% |
| TIP | Buy | ISHARES TRtips bd etf | $4,068,000 | +14.5% | 32,409 | +16.4% | 0.25% | -2.7% |
| IGSB | Buy | ISHARES TR | $3,458,000 | +73.5% | 63,246 | +75.1% | 0.21% | +47.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $3,430,000 | +13.7% | 15,326 | +7.7% | 0.21% | -3.2% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $3,284,000 | +15.7% | 119,525 | +6.9% | 0.20% | -1.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,866,000 | +463.1% | 11,011 | +397.6% | 0.18% | +375.7% |
| EFV | New | ISHARES TReafe value etf | $2,813,000 | – | 55,194 | +100.0% | 0.17% | – |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,649,000 | +305.0% | 31,273 | +321.7% | 0.16% | +246.8% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $2,653,000 | +12.0% | 86,830 | +14.3% | 0.16% | -4.7% |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $2,600,000 | +365.1% | 30,880 | +305.3% | 0.16% | +300.0% |
| USRT | Buy | ISHARES TRcre u s reit etf | $2,578,000 | +12.2% | 49,197 | +3.6% | 0.16% | -4.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $2,158,000 | +20.6% | 49,830 | +16.9% | 0.13% | +2.3% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,987,000 | -44.3% | 15,277 | -40.8% | 0.12% | -52.7% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,865,000 | +11.7% | 18,564 | +12.2% | 0.12% | -5.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,635,000 | +24.6% | 17,031 | +18.1% | 0.10% | +6.3% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,571,000 | +9.2% | 8,479 | +3.6% | 0.10% | -6.7% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,567,000 | +39.8% | 15,296 | +18.6% | 0.10% | +18.5% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,458,000 | +3.3% | 28,407 | +3.4% | 0.09% | -11.8% |
| FALN | New | ISHARES TRfaln angls usd | $1,380,000 | – | 47,186 | +100.0% | 0.08% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,367,000 | +13.3% | 6,177 | +5.9% | 0.08% | -3.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,167,000 | +10.2% | 13,389 | +10.3% | 0.07% | -6.5% |
| IXN | Buy | ISHARES TRglobal tech etf | $1,088,000 | +44.7% | 3,537 | +41.2% | 0.07% | +24.1% |
| MBB | Sell | ISHARES TRmbs etf | $1,066,000 | -20.8% | 9,836 | -19.5% | 0.07% | -32.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,018,000 | +7.6% | 16,643 | +9.2% | 0.06% | -7.4% |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,011,000 | +9.8% | 44,875 | +3.1% | 0.06% | -7.5% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $939,000 | – | 17,192 | +100.0% | 0.06% | – |
| INTF | Buy | ISHARES TRmsci intl multft | $869,000 | +6.0% | 30,277 | +0.4% | 0.05% | -10.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $835,000 | +4.2% | 3,781 | -7.5% | 0.05% | -12.1% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $807,000 | +10.5% | 19,640 | +2.1% | 0.05% | -5.7% |
| IYE | New | ISHARES TRu.s. energy etf | $747,000 | – | 28,476 | +100.0% | 0.05% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $650,000 | – | 17,152 | +100.0% | 0.04% | – |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $654,000 | +27.0% | 3,055 | +15.6% | 0.04% | +8.1% |
| MTUM | New | ISHARES TRmsci usa mmentm | $635,000 | – | 3,946 | +100.0% | 0.04% | – |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $545,000 | -13.6% | 1,650 | -14.4% | 0.03% | -26.1% |
| MUB | Sell | ISHARES TRnational mun etf | $523,000 | -17.6% | 4,506 | -16.8% | 0.03% | -30.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $400,000 | +99.0% | 1,556 | +95.7% | 0.02% | +66.7% |
| AAPL | APPLE INC | $331,000 | -5.2% | 2,047 | 0.0% | 0.02% | -20.0% | |
| EUSB | New | ISHARES TResg adv ttl usd | $279,000 | – | 5,700 | +100.0% | 0.02% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $236,000 | -61.2% | 3,417 | -61.9% | 0.02% | -65.9% |
| VTV | New | VANGUARD INDEX FDSvalue etf | $224,000 | – | 1,701 | +100.0% | 0.01% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $208,000 | – | 2,353 | +100.0% | 0.01% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -1,954 | -100.0% | -0.02% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -2,776 | -100.0% | -0.02% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -16,044 | -100.0% | -0.06% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -14,995 | -100.0% | -0.08% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -30,123 | -100.0% | -0.10% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -278,889 | -100.0% | -1.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 28 | Q3 2023 | 20.7% |
| ISHARES TR CORE MSCI EAFE | 28 | Q3 2023 | 7.8% |
| ISHARES INC CORE MSCI EMKT | 28 | Q3 2023 | 7.8% |
| VANGUARD INDEX FDS TOTAL STK MKT | 28 | Q3 2023 | 14.8% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 28 | Q3 2023 | 8.3% |
| ISHARES TR TIPS BD ETF | 28 | Q3 2023 | 10.9% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 28 | Q3 2023 | 8.2% |
| ISHARES TR JP MOR EM MK ETF | 28 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR US BRD MKT | 28 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR EMRG MKTEQ ETF | 28 | Q3 2023 | 3.1% |
View SigFig Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-10-13 |
View SigFig Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.