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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
+1.13%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$3.35B
AUM Growth
+$121M
Cap. Flow
+$75.9M
Cap. Flow %
2.26%
Top 10 Hldgs %
66.29%
Holding
146
New
8
Increased
86
Reduced
42
Closed
9

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.6M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.64M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$6.35M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.06M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.03M

Top Sells

Rank Stock Value
1
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$5.46M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$3.93M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.39M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.71M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHK icon
101
Schwab 1000 Index ETF
SCHK
$5.68B
$934K 0.03%
28,477
+2,199
+8% +$71.6K
VYMI icon
102
Vanguard International High Dividend Yield ETF
VYMI
$20.7B
$870K 0.03%
9,668
+1,224
+14% +$106K
VWOB icon
103
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$867K 0.03%
12,858
+218
+2% +$14.7K
HYLB icon
104
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$829K 0.02%
22,512
+713
+3% +$26.3K
JHMD icon
105
John Hancock Multifactor Developed International ETF
JHMD
$971M
$796K 0.02%
19,168
+37
+0.2% +$1.51K
JHMM icon
106
John Hancock Multifactor Mid Cap ETF
JHMM
$5.92B
$717K 0.02%
10,951
-696
-6% -$45.2K
DGRO icon
107
iShares Core Dividend Growth ETF
DGRO
$42.8B
$700K 0.02%
10,089
+116
+1% +$7.98K
JHEM icon
108
John Hancock Multifactor Emerging Markets ETF
JHEM
$982M
$652K 0.02%
19,826
-1,480
-7% -$48.1K
ICVT icon
109
iShares Convertible Bond ETF
ICVT
$7.21B
$630K 0.02%
6,396
+716
+13% +$72K
VUG icon
110
Vanguard Morningstar Growth ETF
VUG
$218B
$620K 0.02%
7,584
-24
-0.3% -$1.95K
LCTD icon
111
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$289M
$603K 0.02%
11,024
-1,729
-14% -$93.5K
RINT
112
Russell Investments International Developed Equity ETF
RINT
$147M
$597K 0.02%
+20,457
New +$583K
HIMU
113
iShares High Yield Muni Active ETF
HIMU
$2.38B
$551K 0.02%
11,316
+918
+9% +$45K
AAPL icon
114
Apple
AAPL
$4.9T
$500K 0.01%
1,830
– –
DGS icon
115
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.69B
$494K 0.01%
8,627
+1,054
+14% +$59.9K
FNDF icon
116
Schwab Fundamental International Large Company Index ETF
FNDF
$25.1B
$473K 0.01%
10,452
+384
+4% +$17K
HYG icon
117
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$448K 0.01%
5,553
-31
-0.6% -$2.5K
FGDL icon
118
Franklin Responsibly Sourced Gold ETF
FGDL
$451M
$408K 0.01%
7,075
-441
-6% -$24.5K
QLTA icon
119
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.24B
$405K 0.01%
8,423
-5,992
-42% -$290K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$39.4B
$396K 0.01%
4,458
+812
+22% +$73K
CLOA icon
121
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.18B
$396K 0.01%
7,648
+2,691
+54% +$139K
BALI icon
122
iShares U.S. Large Cap Premium Income Active ETF
BALI
$1.3B
$388K 0.01%
12,252
+349
+3% +$11K
REMG
123
Russell Investments Emerging Markets Equity ETF
REMG
$101M
$386K 0.01%
+13,075
New +$381K
ISTB icon
124
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$369K 0.01%
7,566
+1,528
+25% +$74.6K
VTES icon
125
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$341K 0.01%
3,357
+148
+5% +$15K
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 Q4 2025 Portfolio in Review

As of Q4 2025, SigFig Wealth Management held 146 positions worth $3.35B, up 3.7% from $3.23B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2025 filing shows 8 new, 86 increased, 42 reduced and 9 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M. The largest sale was Invesco S&P 500 Momentum ETF, an estimated $5.46M.

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 Q4 2025 buy was iShares Russell Top 200 Value ETF: 51,352 shares worth $4.72M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q4 2025, an estimated $16.6M increase.
  • SigFig Wealth Management's biggest Q4 2025 reduction was iShares MSCI USA Quality Factor ETF, cutting an estimated $3.39M.
  • SigFig Wealth Management fully exited Invesco S&P 500 Momentum ETF in Q4 2025, selling an estimated $5.46M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.35B portfolio in Q4 2025.
  • SigFig Wealth Management opened 8 new positions and closed 9 in Q4 2025.
  • SigFig Wealth Management's portfolio value rose 3.7% quarter-over-quarter to $3.35B.

Based on SigFig Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.