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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
+7.39%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.02B
AUM Growth
+$256M
Cap. Flow
+$34.2M
Cap. Flow %
1.13%
Top 10 Hldgs %
63.65%
Holding
137
New
10
Increased
74
Reduced
49
Closed
4

Top Buys

Rank Stock Value
1
VO icon
Vanguard Mid-Cap ETF
VO
+$11.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.12M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.96M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.92M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.89M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$18.5M
2
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.71M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$5.25M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.92M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$81.5B
$781K 0.03%
5,891
+612
+12% +$77.5K
SCHK icon
102
Schwab 1000 Index ETF
SCHK
$5.62B
$776K 0.03%
26,167
+7,641
+41% +$211K
VTEI icon
103
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.48B
$774K 0.03%
7,879
+4,628
+142% +$453K
JHMM icon
104
John Hancock Multifactor Mid Cap ETF
JHMM
$5.91B
$762K 0.03%
12,521
-140
-1% -$8.07K
JHMD icon
105
John Hancock Multifactor Developed International ETF
JHMD
$944M
$687K 0.02%
17,973
+184
+1% +$6.74K
QLTA icon
106
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.25B
$667K 0.02%
13,997
+441
+3% +$20.8K
LCTD icon
107
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$281M
$650K 0.02%
12,828
-269
-2% -$13K
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$950M
$646K 0.02%
22,216
-611
-3% -$16.7K
DGRO icon
109
iShares Core Dividend Growth ETF
DGRO
$43.1B
$629K 0.02%
9,885
-943
-9% -$57.5K
VYMI icon
110
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$604K 0.02%
7,568
+767
+11% +$58.7K
HYG icon
111
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$463K 0.02%
5,763
-235
-4% -$18.5K
ICVT icon
112
iShares Convertible Bond ETF
ICVT
$7.02B
$426K 0.01%
4,751
-3,558
-43% -$305K
FNDF icon
113
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$396K 0.01%
+9,911
New +$374K
HIMU
114
iShares High Yield Muni Active ETF
HIMU
$2.39B
$392K 0.01%
8,104
+333
+4% +$16.1K
AAPL icon
115
Apple
AAPL
$5T
$368K 0.01%
1,830
+50
+3% +$10.1K
BALI icon
116
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.29B
$351K 0.01%
11,731
+3,463
+42% +$98.6K
IGRO icon
117
iShares International Dividend Growth ETF
IGRO
$1.29B
$324K 0.01%
4,127
-2,330
-36% -$176K
BIDD
118
iShares International Dividend Active ETF
BIDD
$402M
$324K 0.01%
11,891
-379
-3% -$9.98K
JHSC icon
119
John Hancock Multifactor Small Cap ETF
JHSC
$721M
$320K 0.01%
8,196
-188
-2% -$6.96K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$39.8B
$310K 0.01%
3,484
+128
+4% +$11.3K
DGS icon
121
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.66B
$304K 0.01%
5,546
+392
+8% +$20.1K
SUSA icon
122
iShares ESG Optimized MSCI USA ETF
SUSA
$3.97B
$304K 0.01%
2,415
+529
+28% +$62.4K
VTES icon
123
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$271K 0.01%
+2,681
New +$269K
IGEB icon
124
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
$249K 0.01%
+5,494
New +$245K
ISTB icon
125
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$245K 0.01%
+5,037
New +$243K
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 Q2 2025 Portfolio in Review

As of Q2 2025, SigFig Wealth Management held 137 positions worth $3.02B, up 9.2% from $2.77B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

SigFig Wealth Management's Q2 2025 filing shows 10 new, 74 increased, 49 reduced and 4 closed positions. Its largest new stake was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M. The largest sale was iShares Core S&P 500 ETF, an estimated $18.5M.

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

  • SigFig Wealth Management's largest Q2 2025 buy was iShares Core International Aggregate Bond Fund: 69,283 shares worth $3.54M.
  • SigFig Wealth Management added most to Vanguard Mid-Cap ETF in Q2 2025, an estimated $11.1M increase.
  • SigFig Wealth Management's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $18.5M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2025, selling an estimated $5.71M.
  • SigFig Wealth Management's ten largest holdings make up 64% of its $3.02B portfolio in Q2 2025.
  • SigFig Wealth Management opened 10 new positions and closed 4 in Q2 2025.
  • SigFig Wealth Management's portfolio value rose 9.2% quarter-over-quarter to $3.02B.

Based on SigFig Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.