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SigFig Wealth Management, LLC Portfolio
$4B across 150 positions as of 2026-09-30, with 69% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.8%
-5.7% a year vs the S&P 500
3 years
+12.9%
-8.4% a year vs the S&P 500
5 years
+4.0%
-8.2% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -2.4% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $664.9M | 16.6% | 3,998,550 |
| AGGiShares Core U.S. Aggregate Bond ETF | $443.9M | 11.1% | 4,695,257 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $287.6M | 7.2% | 1,982,913 |
| IUSBiShares Core Total USD Bond Market ETF | $266.8M | 6.7% | 6,051,951 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $235.1M | 5.9% | 5,128,697 |
| ISHARES TR | $222.7M | 5.6% | 2,860,041 |
| SCHXSchwab U.S. Large-Cap ETF | $205.1M | 5.1% | 6,835,181 |
| GEMGOLDMAN SACHS ETF TR | $167.3M | 4.2% | 3,274,394 |
| VOVanguard Mid-Cap ETF | $133.3M | 3.3% | 1,699,485 |
| IEFAiShares Core MSCI EAFE ETF | $128.8M | 3.2% | 1,329,530 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $128.8M | 3.2% | 6,673,353 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $125.4M | 3.1% | 3,510,960 |
| IEMGiShares Core MSCI Emerging Markets ETF | $112.9M | 2.8% | 1,391,623 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $91.6M | 2.3% | 1,008,486 |
| IBITiShares Bitcoin Trust ETF | $73.9M | 1.8% | 1,561,945 |
| IVViShares Core S&P 500 ETF | $73.5M | 1.8% | 96,036 |
| IJRiShares Core S&P Small-Cap ETF | $56.1M | 1.4% | 412,256 |
| VOOVanguard S&P 500 ETF | $45.2M | 1.1% | 64,535 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $40.4M | 1.0% | 804,423 |
| VEAVanguard FTSE Developed Markets ETF | $33.5M | 0.8% | 474,485 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $25M | 0.6% | 271,829 |
| ISHARES TR | $17M | 0.4% | 199,162 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $16M | 0.4% | 656,390 |
| SCHBSchwab U.S. Broad Market ETF | $15.3M | 0.4% | 521,799 |
| VWOVanguard FTSE Emerging Markets ETF | $14.9M | 0.4% | 250,698 |
| BNDXVanguard Total International Bond ETF | $14.7M | 0.4% | 314,013 |
| BSVVanguard Short-Term Bond ETF | $14.2M | 0.4% | 186,155 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $14.1M | 0.4% | 272,825 |
| SCHFSchwab International Equity ETF | $13.5M | 0.3% | 492,997 |
| IVWiShares S&P 500 Growth ETF | $12.4M | 0.3% | 87,199 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $12M | 0.3% | 173,173 |
| SCHESchwab Emerging Markets Equity ETF | $11.9M | 0.3% | 325,726 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $11.6M | 0.3% | 93,842 |
| SCHZSchwab US Aggregate Bond ETF | $11.2M | 0.3% | 507,775 |
| BIVVanguard Intermediate-Term Bond ETF | $10.1M | 0.3% | 139,010 |
| IVEiShares S&P 500 Value ETF | $10M | 0.2% | 43,794 |
| VTVVanguard Value ETF | $8.7M | 0.2% | 40,252 |
| VTIVanguard Total Stock Market ETF | $8.2M | 0.2% | 21,984 |
| GOVTiShares U.S. Treasury Bond ETF | $7.1M | 0.2% | 325,172 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $6.9M | 0.2% | 303,575 |
| VMBSVanguard Mortgage Backed Security | $6.7M | 0.2% | 150,631 |
| BLVVanguard Long-Term Bond ETF | $6.3M | 0.2% | 100,014 |
| IWBiShares Russell 1000 ETF | $6.2M | 0.2% | 14,912 |
| EFGiShares MSCI EAFE Growth ETF | $5.9M | 0.1% | 49,023 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $5.8M | 0.1% | 76,292 |
| BLACKROCK ETF TRUST | $5.7M | 0.1% | 158,095 |
| VXFVanguard Extended Market ETF | $5.7M | 0.1% | 24,690 |
| BAIiShares A.I. Innovation and Tech Active ETF | $5.5M | 0.1% | 117,149 |
| BNDVanguard Total Bond Market ETF | $5.4M | 0.1% | 77,359 |
| BLACKROCK ETF TRUST | $4.9M | 0.1% | 101,066 |
| INTFiShares International Equity Factor ETF | $4.7M | 0.1% | 114,138 |
| TLHiShares 10-20 Year Treasury Bond ETF | $4.6M | 0.1% | 49,689 |
| BLACKROCK ETF TRUST | $4.6M | 0.1% | 152,769 |
| SHYiShares 1-3 Year Treasury Bond ETF | $4.5M | 0.1% | 54,867 |
| VVVanguard Large-Cap ETF | $4.4M | 0.1% | 12,388 |
| VTEBVanguard Tax-Exempt Bond ETF | $4.3M | 0.1% | 90,356 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $4.2M | 0.1% | 73,869 |
| PCYPowerShares Emerging Markets Sovereign Debt Portfolio | $3.9M | 0.1% | 194,816 |
| IWXiShares Russell Top 200 Value ETF | $3.8M | 0.1% | 35,039 |
| BLACKROCK ETF TRUST II | $3.7M | 0.1% | 74,478 |
| ABRDN ETFS | $3.7M | 0.1% | 144,119 |
| IWYiShares Russell Top 200 Growth ETF | $3.7M | 0.1% | 12,589 |
| LCTUBlackRock U.S. Carbon Transition Readiness ETF | $3.6M | 0.1% | 44,425 |
| BLACKROCK ETF TRUST | $3.5M | 0.1% | 113,681 |
| ESGUiShares ESG Aware MSCI USA ETF | $3.4M | 0.1% | 20,459 |
| THROiShares U.S. Thematic Rotation Active ETF | $3.4M | 0.1% | 77,396 |
| EFViShares MSCI EAFE Value ETF | $3.4M | 0.1% | 42,505 |
| WISDOMTREE TR | $3.3M | 0.1% | 77,084 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $3.2M | 0.1% | 137,380 |
| PXHInvesco FTSE RAFI Emerging Markets ETF | $3.1M | 0.1% | 105,583 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $3M | 0.1% | 126,962 |
| TIPiShares TIPS Bond ETF | $3M | 0.1% | 28,919 |
| FRELFidelity MSCI Real Estate Index ETF | $2.9M | 0.1% | 108,480 |
| MUBiShares National Muni Bond ETF | $2.8M | 0.1% | 27,847 |
| IJHiShares Core S&P Mid-Cap ETF | $2.7M | 0.1% | 38,186 |
| DSIiShares ESG MSCI KLD 400 ETF | $2.5M | 0.1% | 17,365 |
| PRFInvesco FTSE RAFI US 1000 ETF | $2.5M | 0.1% | 46,482 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $2.3M | 0.1% | 50,685 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $2.3M | 0.1% | 78,879 |
| USXFiShares ESG Advanced MSCI USA ETF | $1.9M | 0.0% | 27,978 |
| BINCiShares Flexible Income Active ETF | $1.8M | 0.0% | 35,648 |
| IJSiShares S&P SmallCap 600 Value ETF | $1.7M | 0.0% | 13,186 |
| VTEIVanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF | $1.7M | 0.0% | 17,695 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $1.6M | 0.0% | 73,033 |
| SCHPSCHWAB STRATEGIC TR | $1.6M | 0.0% | 63,224 |
| RUSSELL INVTS EXCHANGE TRADE | $1.5M | 0.0% | 46,257 |
| VBVanguard Small-Cap ETF | $1.5M | 0.0% | 5,226 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.5M | 0.0% | 18,965 |
| IWRiShares Russell Mid-Cap ETF | $1.5M | 0.0% | 13,652 |
| JOHN HANCOCK EXCHANGE TRADED | $1.4M | 0.0% | 16,136 |
| SPDR SERIES TRUST | $1.4M | 0.0% | 55,588 |
| ESGEiShares ESG Aware MSCI EM ETF | $1.4M | 0.0% | 24,974 |
| VYMIVanguard International High Dividend Yield ETF | $1.3M | 0.0% | 13,141 |
| SCHWAB STRATEGIC TR | $1.3M | 0.0% | 35,740 |
| ISHARES TR | $1.3M | 0.0% | 20,610 |
| ISHARES TR | $1.3M | 0.0% | 15,004 |
| EVUSiShares ESG Aware MSCI USA Value ETF | $1.2M | 0.0% | 32,411 |
| VYMVanguard High Dividend Yield ETF | $1.1M | 0.0% | 7,112 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $1M | 0.0% | 12,077 |
| HYLBXtrackers USD High Yield Corporate Bond ETF | $1M | 0.0% | 28,737 |
| SCHHSchwab U.S. REIT ETF | $970.3K | 0.0% | 44,022 |
| BLACKROCK ETF TRUST II | $937.6K | 0.0% | 19,987 |
| DGROiShares Core Dividend Growth ETF | $889.5K | 0.0% | 11,799 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $875.5K | 0.0% | 35,836 |
| JOHN HANCOCK EXCHANGE TRADED | $835.2K | 0.0% | 18,833 |
| VWOBVanguard Emerging Markets Government Bond ETF | $826.4K | 0.0% | 13,090 |
| VUGVanguard Growth ETF | $809.1K | 0.0% | 8,979 |
| ISHARES TR | $807.9K | 0.0% | 17,371 |
| JHMMJOHN HANCOCK EXCHANGE TRADED | $761.8K | 0.0% | 10,655 |
| JHEMJOHN HANCOCK EXCHANGE TRADED | $746.6K | 0.0% | 18,835 |
| BALIiShares U.S. Large Cap Premium Income Active ETF | $738.4K | 0.0% | 21,428 |
| RUSSELL INVTS EXCHANGE TRADE | $667.5K | 0.0% | 20,860 |
| DGSWisdomTree Emerging Market SmallCap Fund | $619.4K | 0.0% | 9,804 |
| SCHWAB STRATEGIC TR | $618.1K | 0.0% | 25,585 |
| AAPLApple Inc | $612.2K | 0.0% | 1,838 |
| FNDFSchwab Fundamental International Equity ETF | $602.8K | 0.0% | 11,214 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $570.5K | 0.0% | 12,074 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $525.3K | 0.0% | 5,852 |
| LCTDBlackRock World ex U.S. Carbon Transition Readiness ETF | $524.5K | 0.0% | 9,049 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $517.3K | 0.0% | 5,020 |
| STIPiShares 0-5 Year TIPS Bond ETF | $478.1K | 0.0% | 4,795 |
| RUSSELL INVTS EXCHANGE TRADE | $475.7K | 0.0% | 13,055 |
| VNQVanguard Real Estate ETF | $438.1K | 0.0% | 4,875 |
| VTESVanguard Wellington Fund Vanguard Short-Term Tax Exempt Bond ETF | $417.1K | 0.0% | 4,230 |
| BLACKROCK ETF TRUST II | $399.5K | 0.0% | 8,228 |
| JOHN HANCOCK EXCHANGE TRADED | $391.4K | 0.0% | 15,859 |
| CLOAiShares AAA CLO Active ETF | $386.9K | 0.0% | 7,457 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $372.8K | 0.0% | 4,829 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $356.7K | 0.0% | 5,658 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $352.3K | 0.0% | 7,552 |
| EUSBiShares ESG Advanced Universal USD Bond ETF | $347.6K | 0.0% | 8,362 |
| QUALiShares MSCI USA Quality Factor ETF | $327.4K | 0.0% | 1,473 |
| ISHARES TR | $316.7K | 0.0% | 7,402 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $304.2K | 0.0% | 2,601 |
| JOHN HANCOCK EXCHANGE TRADED | $301.1K | 0.0% | 6,626 |
| HDViShares Core High Dividend ETF | $293.2K | 0.0% | 10,486 |
| XOMExxonmobil Holdings Corp | $283.2K | 0.0% | 1,740 |
| ISHARES TR | $276.5K | 0.0% | 2,448 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $274.5K | 0.0% | 6,418 |
| HIMUiShares High Yield Muni Active ETF | $255.6K | 0.0% | 5,596 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $238.6K | 0.0% | 12,222 |
| INVESCO EXCH TRD SLF IDX FD | $237.8K | 0.0% | 12,168 |
| RUSSELL INVTS EXCHANGE TRADE | $237.4K | 0.0% | 6,552 |
| INVESCO EXCH TRD SLF IDX FD | $236.5K | 0.0% | 11,754 |
| ICLNiShares Global Clean Energy ETF | $235.2K | 0.0% | 13,833 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $224.1K | 0.0% | 9,025 |
| IAGGiShares International Aggregate Bond Fund | $223.6K | 0.0% | 4,544 |
| IEFiShares 7-10 Year Treasury Bond ETF | $223.5K | 0.0% | 2,502 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $212.1K | 0.0% | 6,935 |
| VTWOVanguard Russell 2000 ETF | $200.4K | 0.0% | 1,785 |
Quarter ending 2026-09-30.
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