$2.14 Billion is the total value of SigFig Wealth Management, LLC's 82 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 4.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $368,665,000 | +11.3% | 3,469,106 | +3.0% | 17.23% | +3.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $241,428,000 | +3.7% | 2,121,720 | +4.6% | 11.28% | -3.4% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $177,533,000 | +14.7% | 1,866,021 | +3.7% | 8.30% | +6.9% |
| IUSB | Buy | ISHARES TRcore total usd | $145,274,000 | +5.1% | 2,745,634 | +5.8% | 6.79% | -2.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $145,238,000 | +4.7% | 793,779 | +4.4% | 6.79% | -2.4% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $119,095,000 | +8.9% | 3,376,665 | +5.5% | 5.57% | +1.5% |
| GEM | Buy | GOLDMAN SACHS ETF TRactivebeta eme | $106,426,000 | +5.7% | 2,875,605 | +5.9% | 4.98% | -1.5% |
| LRGF | Buy | ISHARES TRmsci usa multift | $91,873,000 | +14.6% | 1,973,216 | +3.7% | 4.29% | +6.8% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $76,576,000 | +4.0% | 1,922,091 | +4.6% | 3.58% | -3.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $76,102,000 | +0.4% | 1,305,067 | +6.3% | 3.56% | -6.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $66,141,000 | +2.4% | 903,554 | +3.9% | 3.09% | -4.5% |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $64,110,000 | +4.3% | 2,439,259 | +5.8% | 3.00% | -2.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $47,953,000 | +9.9% | 419,181 | +4.9% | 2.24% | +2.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $23,679,000 | -1.9% | 686,443 | +2.9% | 1.11% | -8.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $23,309,000 | -2.7% | 606,373 | +7.7% | 1.09% | -9.2% |
| VOO | Buy | VANGUARD INDEX FDS | $23,011,000 | +21.2% | 53,703 | +11.6% | 1.08% | +13.0% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $20,532,000 | +12.4% | 411,338 | +13.3% | 0.96% | +4.8% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $19,306,000 | -1.4% | 674,204 | +2.7% | 0.90% | -8.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $18,228,000 | +8.2% | 52,367 | +34.0% | 0.85% | +0.8% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $14,178,000 | -1.6% | 136,623 | +4.3% | 0.66% | -8.3% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $13,030,000 | +9.6% | 232,739 | +11.5% | 0.61% | +2.2% |
| ESGU | Buy | ISHARES TResg awr msci usa | $12,525,000 | +30.0% | 118,731 | +21.4% | 0.58% | +21.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,581,000 | +13.3% | 236,523 | +15.1% | 0.54% | +5.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $11,146,000 | +8.7% | 136,728 | +9.2% | 0.52% | +1.4% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $10,416,000 | +62.6% | 166,408 | +66.3% | 0.49% | +51.7% |
| TIP | Buy | ISHARES TRtips bd etf | $8,601,000 | +20.1% | 68,109 | +21.4% | 0.40% | +12.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $8,260,000 | +2.1% | 224,181 | +7.2% | 0.39% | -4.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,999,000 | +1.8% | 284,848 | +10.5% | 0.37% | -5.1% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $6,698,000 | +12.0% | 65,070 | +11.4% | 0.31% | +4.3% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $6,546,000 | +0.8% | 74,011 | +1.9% | 0.31% | -6.1% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $6,377,000 | +7.9% | 119,586 | +7.8% | 0.30% | +0.7% |
| GOVT | Buy | ISHARES TRus treas bd etf | $6,157,000 | +18.5% | 233,563 | +19.3% | 0.29% | +10.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $6,078,000 | -0.0% | 113,892 | +1.7% | 0.28% | -6.9% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $5,976,000 | -1.2% | 204,986 | +3.8% | 0.28% | -7.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $5,634,000 | -2.6% | 67,807 | +1.0% | 0.26% | -9.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $5,065,000 | +49.2% | 93,836 | +51.4% | 0.24% | +39.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $4,715,000 | +22.7% | 43,807 | +21.4% | 0.22% | +14.0% |
| EFV | Buy | ISHARES TReafe value etf | $4,688,000 | +15.4% | 95,774 | +19.8% | 0.22% | +7.4% |
| FALN | Buy | ISHARES TRfaln angls usd | $3,829,000 | +86.6% | 130,382 | +91.3% | 0.18% | +73.8% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $3,482,000 | -1.9% | 116,950 | +2.5% | 0.16% | -8.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $3,337,000 | +4.5% | 39,084 | +4.6% | 0.16% | -2.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,244,000 | +67.0% | 7,904 | +54.7% | 0.10% | +56.7% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $2,055,000 | +64.8% | 41,789 | +66.1% | 0.10% | +52.4% |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,894,000 | +16.2% | 86,519 | +18.6% | 0.09% | +8.5% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,871,000 | +67.8% | 10,897 | +54.8% | 0.09% | +55.4% |
| MBB | Buy | ISHARES TRmbs etf | $1,857,000 | +15.9% | 17,469 | +17.9% | 0.09% | +8.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,778,000 | +3.7% | 17,481 | +6.0% | 0.08% | -3.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,730,000 | +50.7% | 5,475 | +38.4% | 0.08% | +39.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,612,000 | -1.6% | 33,031 | +3.1% | 0.08% | -8.5% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,601,000 | +10.3% | 7,243 | +0.2% | 0.08% | +2.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $1,555,000 | +26.2% | 17,886 | +26.9% | 0.07% | +17.7% |
| USXF | Buy | ISHARES TResg msci usa etf | $1,471,000 | +50.7% | 37,633 | +39.3% | 0.07% | +40.8% |
| INTF | Buy | ISHARES TRmsci intl multft | $1,323,000 | +5.0% | 45,915 | +5.8% | 0.06% | -1.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,252,000 | +18.1% | 5,561 | +14.7% | 0.06% | +11.3% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,215,000 | +5.5% | 18,919 | +2.8% | 0.06% | -1.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,147,000 | +12.2% | 4,500 | +4.2% | 0.05% | +5.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,133,000 | +53.9% | 8,024 | +47.5% | 0.05% | +43.2% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,028,000 | +38.2% | 13,200 | +39.1% | 0.05% | +29.7% |
| IYE | Buy | ISHARES TRu.s. energy etf | $1,030,000 | +7.7% | 33,874 | +0.1% | 0.05% | 0.0% |
| MUB | Buy | ISHARES TRnational mun etf | $1,004,000 | +69.3% | 10,482 | +105.3% | 0.05% | +56.7% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $986,000 | +0.1% | 21,826 | +1.2% | 0.05% | -6.1% |
| ESML | Buy | ISHARES TResg aware msci | $921,000 | +41.0% | 23,022 | +37.5% | 0.04% | +30.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $884,000 | +6.2% | 3,973 | +4.5% | 0.04% | -2.4% |
| USMV | New | ISHARES TRmsci usa min vol | $886,000 | – | 11,445 | +100.0% | 0.04% | – |
| DMXF | Buy | ISHARES TResg eafe etf | $677,000 | +43.1% | 9,979 | +43.0% | 0.03% | +33.3% |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $541,000 | – | 75,482 | +100.0% | 0.02% | – |
| AAPL | Buy | APPLE INC | $403,000 | +6.1% | 2,257 | +4.7% | 0.02% | 0.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $257,000 | +5.8% | 2,624 | +3.9% | 0.01% | 0.0% |
| DSI | New | ISHARES TRmsci kld400 soc | $250,000 | – | 2,715 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 31 | Q2 2024 | 20.7% |
| ISHARES TR CORE MSCI EAFE | 31 | Q2 2024 | 7.8% |
| ISHARES INC CORE MSCI EMKT | 31 | Q2 2024 | 7.8% |
| VANGUARD INDEX FDS TOTAL STK MKT | 31 | Q2 2024 | 14.8% |
| VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | 31 | Q2 2024 | 8.3% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 31 | Q2 2024 | 8.2% |
| ISHARES TR TIPS BD ETF | 31 | Q2 2024 | 10.9% |
| ISHARES TR JP MOR EM MK ETF | 31 | Q2 2024 | 3.9% |
| SCHWAB STRATEGIC TR US BRD MKT | 31 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR EMRG MKTEQ ETF | 31 | Q2 2024 | 3.1% |
View SigFig Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-10 |
| 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 |
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.