SWM

SigFig Wealth Management Portfolio holdings

AUM $3.02B
This Quarter Return
-1.78%
1 Year Return
+10.52%
3 Year Return
+32.28%
5 Year Return
+40.38%
10 Year Return
AUM
$117M
AUM Growth
Cap. Flow
+$117M
Cap. Flow %
100%
Top 10 Hldgs %
82.8%
Holding
20
New
20
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$16.3M 13.95%
+140,986
New +$16.3M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
$14.9M 12.75%
+289,857
New +$14.9M
TIP icon
3
iShares TIPS Bond ETF
TIP
$13.6B
$12.7M 10.88%
+112,105
New +$12.7M
IEFA icon
4
iShares Core MSCI EAFE ETF
IEFA
$150B
$8.76M 7.51%
+163,253
New +$8.76M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$171B
$8.72M 7.48%
+238,662
New +$8.72M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$8.62M 7.39%
+240,913
New +$8.62M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
$8.42M 7.22%
+198,209
New +$8.42M
AGG icon
8
iShares Core US Aggregate Bond ETF
AGG
$131B
$6.21M 5.32%
+57,425
New +$6.21M
SCHB icon
9
Schwab US Broad Market ETF
SCHB
$36.2B
$6.02M 5.16%
+110,362
New +$6.02M
PCY icon
10
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
$5.97M 5.12%
+211,208
New +$5.97M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$4.52M 3.88%
+41,023
New +$4.52M
SCHE icon
12
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
$3.5M 3%
+160,803
New +$3.5M
SCHF icon
13
Schwab International Equity ETF
SCHF
$50.3B
$3.37M 2.89%
+120,816
New +$3.37M
SCHP icon
14
Schwab US TIPS ETF
SCHP
$13.9B
$2.46M 2.11%
+44,653
New +$2.46M
FREL icon
15
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$1.74M 1.49%
+74,039
New +$1.74M
SCHZ icon
16
Schwab US Aggregate Bond ETF
SCHZ
$8.85B
$1.27M 1.09%
+24,569
New +$1.27M
VNQ icon
17
Vanguard Real Estate ETF
VNQ
$34.6B
$1.16M 0.99%
+14,038
New +$1.16M
IWB icon
18
iShares Russell 1000 ETF
IWB
$43.2B
$833K 0.71%
+6,694
New +$833K
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$59B
$628K 0.54%
+11,692
New +$628K
SCHH icon
20
Schwab US REIT ETF
SCHH
$8.37B
$586K 0.5%
+14,256
New +$586K