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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+5.29%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
+$212M
Cap. Flow
+$44M
Cap. Flow %
1.36%
Top 10 Hldgs %
66.41%
Holding
140
New
7
Increased
71
Reduced
59
Closed
2

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$105M
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$33.9M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.1M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.2M

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$107M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$42.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$9.68M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.78M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHO icon
76
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$2.72M 0.08%
111,536
+5,850
+6% +$142K
SPTS icon
77
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$2.7M 0.08%
92,015
-4,091
-4% -$120K
DSI icon
78
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$2.48M 0.08%
19,782
-185
-0.9% -$22.4K
IQDG icon
79
WisdomTree International Quality Dividend Growth Fund
IQDG
$702M
$2.44M 0.08%
+61,452
New +$2.41M
VTEB icon
80
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.41M 0.07%
48,229
-47,767
-50% -$2.35M
SUSC icon
81
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.33M 0.07%
98,675
+11,203
+13% +$261K
JHML icon
82
John Hancock Multifactor Large Cap ETF
JHML
$1.15B
$2.11M 0.07%
26,976
-3,953
-13% -$299K
MUB icon
83
iShares National Muni Bond ETF
MUB
$45.2B
$2.04M 0.06%
19,127
-5,191
-21% -$543K
ITA icon
84
iShares US Aerospace & Defense ETF
ITA
$14B
$1.91M 0.06%
+9,311
New +$1.83M
PRF icon
85
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.86M 0.06%
41,266
+2,926
+8% +$128K
VB icon
86
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$1.73M 0.05%
6,816
-5,243
-43% -$1.3M
SPIP icon
87
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$1.69M 0.05%
64,513
-2,211
-3% -$57.8K
HYMB icon
88
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$1.59M 0.05%
63,855
+13,972
+28% +$342K
SCHP icon
89
Schwab US TIPS ETF
SCHP
$16.4B
$1.5M 0.05%
55,896
-4,549
-8% -$122K
VGIT icon
90
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$1.43M 0.04%
23,859
+69
+0.3% +$4.12K
USRT icon
91
iShares Core US REIT ETF
USRT
$4.71B
$1.38M 0.04%
23,655
-746
-3% -$42.8K
VTEI icon
92
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$1.36M 0.04%
13,608
+5,729
+73% +$567K
IJS icon
93
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$1.33M 0.04%
12,051
+718
+6% +$76.2K
STIP icon
94
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$1.32M 0.04%
12,748
+842
+7% +$86.8K
GOVT icon
95
iShares US Treasury Bond ETF
GOVT
$43.7B
$1.25M 0.04%
54,104
+3,158
+6% +$72.4K
ESGD icon
96
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$1.05M 0.03%
11,327
+1,537
+16% +$139K
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$80.8B
$868K 0.03%
6,181
+290
+5% +$39.9K
VWOB icon
98
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$847K 0.03%
12,640
-494
-4% -$32.6K
SCHK icon
99
Schwab 1000 Index ETF
SCHK
$5.59B
$841K 0.03%
26,278
+111
+0.4% +$3.44K
SCHH icon
100
Schwab US REIT ETF
SCHH
$11.7B
$832K 0.03%
38,889
-8,376
-18% -$179K
2 3
4
5 6

Similar funds

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

SigFig Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, SigFig Wealth Management held 140 positions worth $3.23B, up 7% from $3.02B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2025 filing shows 7 new, 71 increased, 59 reduced and 2 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M. The largest sale was Vanguard Extended Market ETF, an estimated $107M.

By sector, the portfolio is most concentrated in Technology at 0.01% of assets, up from 0.01% a quarter earlier.

  • SigFig Wealth Management's largest Q3 2025 buy was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M.
  • SigFig Wealth Management added most to Vanguard Morningstar Mid-Cap ETF in Q3 2025, an estimated $105M increase.
  • SigFig Wealth Management's biggest Q3 2025 reduction was Vanguard Extended Market ETF, cutting an estimated $107M.
  • SigFig Wealth Management fully exited WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025, selling an estimated $2.16M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.23B portfolio in Q3 2025.
  • SigFig Wealth Management opened 7 new positions and closed 2 in Q3 2025.
  • SigFig Wealth Management's portfolio value rose 7% quarter-over-quarter to $3.23B.

Based on SigFig Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.