$1.91 Billion is the total value of SigFig Wealth Management, LLC's 97 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 4.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $305,737,000 | -4.7% | 3,595,716 | -6.2% | 16.03% | -3.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $224,908,000 | -0.0% | 2,318,029 | +5.2% | 11.79% | +1.2% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $136,888,000 | -4.4% | 1,900,968 | -0.5% | 7.18% | -3.2% |
| IUSB | Buy | ISHARES TRcore total usd | $128,699,000 | +1.2% | 2,902,424 | +5.7% | 6.75% | +2.4% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $97,358,000 | -3.6% | 3,911,549 | +7.5% | 5.10% | -2.5% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $76,110,000 | -5.6% | 584,669 | -3.5% | 3.99% | -4.5% |
| GEM | Sell | GOLDMAN SACHS ETF TRactivebeta eme | $72,789,000 | -23.6% | 2,804,985 | -12.4% | 3.82% | -22.7% |
| LRGF | Sell | ISHARES TRu s equity factr | $72,672,000 | -3.3% | 1,979,099 | -0.2% | 3.81% | -2.1% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $65,145,000 | -1.2% | 799,781 | +5.2% | 3.42% | 0.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $63,975,000 | -3.6% | 716,171 | -0.1% | 3.35% | -2.4% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $63,509,000 | +152.0% | 3,877,080 | +177.5% | 3.33% | +154.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $56,481,000 | -4.7% | 991,273 | +2.8% | 2.96% | -3.6% |
| USHY | Sell | ISHARES TRbroad usd high | $55,586,000 | -3.0% | 1,644,079 | -0.6% | 2.91% | -1.8% |
| IEMG | Sell | ISHARES INCcore msci emkt | $51,696,000 | -27.0% | 1,131,549 | -20.2% | 2.71% | -26.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $35,177,000 | -3.0% | 634,323 | -6.2% | 1.84% | -1.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $26,213,000 | +26.3% | 105,552 | +76.6% | 1.37% | +27.8% |
| VOO | Buy | VANGUARD INDEX FDS | $25,389,000 | +2.5% | 60,927 | +3.6% | 1.33% | +3.7% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $22,386,000 | -0.1% | 492,077 | +3.2% | 1.17% | +1.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $21,410,000 | -1.1% | 668,207 | +3.8% | 1.12% | +0.1% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $21,063,000 | -2.9% | 561,095 | +1.2% | 1.10% | -1.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $17,365,000 | -1.6% | 614,719 | -2.2% | 0.91% | -0.4% |
| ESGU | Buy | ISHARES TResg awr msci usa | $16,172,000 | +5.7% | 142,854 | +5.0% | 0.85% | +6.9% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $12,586,000 | -0.7% | 231,874 | -1.0% | 0.66% | +0.5% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $12,020,000 | -3.1% | 216,440 | -7.9% | 0.63% | -1.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $11,674,000 | -7.8% | 262,297 | -7.5% | 0.61% | -6.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $11,044,000 | -1.1% | 49,056 | -1.7% | 0.58% | +0.2% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $10,829,000 | -0.3% | 135,619 | -0.9% | 0.57% | +0.9% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $8,383,000 | +3.4% | 103,736 | +5.1% | 0.44% | +4.5% |
| TIP | Sell | ISHARES TRtips bd etf | $8,110,000 | -2.6% | 55,254 | -12.6% | 0.42% | -1.4% |
| GOVT | Buy | ISHARES TRus treas bd etf | $7,738,000 | +8.4% | 418,294 | +36.0% | 0.41% | +9.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $7,640,000 | -3.8% | 208,942 | -4.6% | 0.40% | -2.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $7,205,000 | -6.4% | 271,233 | +1.5% | 0.38% | -5.3% |
| BLV | Sell | VANGUARD BD INDEX FDSlong term bond | $6,429,000 | -1.0% | 67,474 | -0.9% | 0.34% | +0.3% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $6,140,000 | -0.6% | 116,002 | -0.7% | 0.32% | +0.6% |
| EFV | Sell | ISHARES TReafe value etf | $6,058,000 | +5.7% | 100,801 | -11.8% | 0.32% | +7.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $6,038,000 | +2.9% | 116,299 | +3.3% | 0.32% | +4.3% |
| EUSB | Buy | ISHARES TResg adv ttl usd | $6,006,000 | +56.6% | 132,148 | +61.9% | 0.32% | +58.3% |
| USXF | Buy | ISHARES TResg msci usa etf | $5,802,000 | +86.4% | 183,418 | +116.1% | 0.30% | +88.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $5,474,000 | +5.9% | 50,918 | +59.5% | 0.29% | +7.1% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $5,483,000 | -2.4% | 176,389 | -6.0% | 0.29% | -1.4% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $5,389,000 | -6.7% | 128,685 | +2.4% | 0.28% | -5.4% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $5,170,000 | +2.3% | 69,875 | +7.3% | 0.27% | +3.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $5,157,000 | +466.1% | 70,881 | +584.1% | 0.27% | +474.5% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $4,793,000 | -4.1% | 59,101 | -0.5% | 0.25% | -3.1% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $4,626,000 | +187.9% | 99,389 | +202.8% | 0.24% | +192.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $4,269,000 | +14.2% | 22,080 | +46.0% | 0.22% | +15.5% |
| FALN | Sell | ISHARES TRfaln angls usd | $3,796,000 | -2.6% | 53,360 | -36.6% | 0.20% | -1.5% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $3,400,000 | -4.5% | 110,507 | -4.1% | 0.18% | -3.8% |
| PCY | Buy | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $3,313,000 | -3.4% | 155,366 | +0.2% | 0.17% | -2.2% |
| SPIP | Sell | SPDR SER TRportfli tips etf | $3,282,000 | -2.1% | 110,328 | -5.2% | 0.17% | -1.1% |
| ESML | Buy | ISHARES TResg aware msci | $3,104,000 | +79.4% | 90,483 | +102.4% | 0.16% | +81.1% |
| USSG | Buy | DBX ETF TRxtrckr msci us | $2,902,000 | +222.8% | 87,803 | +241.1% | 0.15% | +223.4% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $2,870,000 | +13.7% | 51,725 | +16.0% | 0.15% | +14.5% |
| USRT | Sell | ISHARES TRcre u s reit etf | $2,759,000 | -1.7% | 43,760 | -2.2% | 0.14% | 0.0% |
| DMXF | Buy | ISHARES TResg eafe etf | $2,631,000 | +88.5% | 52,585 | +118.6% | 0.14% | +91.7% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $2,588,000 | -18.6% | 15,588 | -15.5% | 0.14% | -17.6% |
| ESGE | Buy | ISHARES INCesg awr msci em | $2,451,000 | +86.2% | 83,513 | +103.2% | 0.13% | +88.2% |
| INTF | Sell | ISHARES TRintl eqty factor | $2,413,000 | -18.5% | 114,419 | -9.0% | 0.13% | -17.6% |
| PXH | Sell | INVESCO EXCH TRADED FD TR IIftse rafi emng | $2,276,000 | -25.0% | 141,041 | -15.6% | 0.12% | -24.2% |
| MUB | Buy | ISHARES TRnational mun etf | $2,089,000 | +26.4% | 20,119 | +19.9% | 0.11% | +27.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,083,000 | +3.7% | 11,656 | +6.0% | 0.11% | +4.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,064,000 | +2.8% | 7,113 | +4.6% | 0.11% | +3.8% |
| BCI | Buy | ABRDN ETFS | $1,970,000 | +657.7% | 75,462 | +688.9% | 0.10% | +692.3% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,972,000 | -13.6% | 8,893 | -11.6% | 0.10% | -12.7% |
| MBB | Sell | ISHARES TRmbs etf | $1,963,000 | +1.4% | 17,224 | -5.6% | 0.10% | +3.0% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,856,000 | -56.4% | 13,919 | -75.3% | 0.10% | -56.1% |
| COMT | Buy | ISHARES U S ETF TRgsci cmdty stgy | $1,779,000 | +1.5% | 21,342 | +14.5% | 0.09% | +2.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $1,566,000 | -7.9% | 34,798 | -6.4% | 0.08% | -6.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,519,000 | -10.8% | 43,736 | +10.5% | 0.08% | -9.1% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,461,000 | +6.6% | 11,470 | +5.8% | 0.08% | +8.5% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,459,000 | +4.7% | 10,112 | +6.3% | 0.08% | +5.6% |
| HYXF | Buy | ISHARES TResg advncd hy bd | $1,438,000 | +199.0% | 33,933 | +207.6% | 0.08% | +200.0% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,317,000 | -25.7% | 9,369 | -21.6% | 0.07% | -25.0% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,168,000 | -3.6% | 10,301 | +1.2% | 0.06% | -3.2% |
| ICVT | Sell | ISHARES TRconv bd etf | $1,151,000 | +5.3% | 10,949 | -27.1% | 0.06% | +5.3% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $1,151,000 | -1.4% | 20,009 | +5.1% | 0.06% | 0.0% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,044,000 | -4.7% | 17,256 | +1.8% | 0.06% | -3.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $855,000 | +10.3% | 5,146 | +12.4% | 0.04% | +12.5% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $844,000 | -5.3% | 37,851 | -3.5% | 0.04% | -4.3% |
| JHML | Buy | JOHN HANCOCK EXCHANGE TRADEDmltfctr lrg cap | $841,000 | +22.1% | 16,621 | +24.8% | 0.04% | +22.2% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $748,000 | -17.6% | 10,352 | -15.7% | 0.04% | -17.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $729,000 | +1.7% | 3,846 | +5.6% | 0.04% | +2.7% |
| HYLB | Buy | DBX ETF TRxtrack usd high | $602,000 | +85.8% | 18,319 | +90.8% | 0.03% | +88.2% |
| IFRA | Sell | ISHARES TRus infrastruc | $589,000 | -18.9% | 13,700 | -31.3% | 0.03% | -18.4% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $560,000 | +5.3% | 20,819 | -0.3% | 0.03% | +3.6% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $540,000 | +47.9% | 5,633 | +64.0% | 0.03% | +47.4% |
| LCTU | Buy | BLACKROCK ETF TRUSTus carbon trans | $430,000 | +1.4% | 16,413 | +68.0% | 0.02% | +4.5% |
| LQD | New | ISHARES TRiboxx inv cp etf | $419,000 | – | 6,217 | +100.0% | 0.02% | – |
| IYE | Sell | ISHARES TRu.s. energy etf | $429,000 | -62.9% | 4,777 | -76.0% | 0.02% | -63.3% |
| AAPL | APPLE INC | $366,000 | 0.0% | 2,047 | 0.0% | 0.02% | 0.0% | |
| SUSC | Buy | ISHARES TResg awre usd etf | $341,000 | +5.6% | 31,206 | +34.8% | 0.02% | +5.9% |
| JHMD | Buy | JOHN HANCOCK EXCHANGE TRADEDmulti intl etf | $291,000 | +20.2% | 9,742 | +23.9% | 0.02% | +15.4% |
| JHEM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultfctr emrng | $288,000 | +21.0% | 11,058 | +24.5% | 0.02% | +25.0% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $277,000 | +25.3% | 5,679 | +28.4% | 0.02% | +36.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $274,000 | -11.6% | 2,610 | -12.5% | 0.01% | -12.5% |
| TLT | New | ISHARES TR20 yr tr bd etf | $273,000 | – | 2,616 | +100.0% | 0.01% | – |
| DGRO | New | ISHARES TRcore div grwth | $216,000 | – | 4,006 | +100.0% | 0.01% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -13,189 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
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.