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SigFig Wealth Management Portfolio holdings

AUM $4B
1-Year Est. Return 10.86%
This Fund
S&P 500
This Quarter Est. Return
-0.59%
1 Year Est. Return
+10.86%
3 Year Est. Return
+49.31%
5 Year Est. Return
+30.79%
10 Year Est. Return
+96.71%
AUM
$2.77B
AUM Growth
+$4.18M
Cap. Flow
+$40.7M
Cap. Flow %
1.47%
Top 10 Hldgs %
64.84%
Holding
133
New
9
Increased
79
Reduced
38
Closed
6
Avg Time Held
14.8 quarters
Top 10 Avg Time Held
17.1 quarters
Top 20 Avg Time Held
14.9 quarters

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.5M
2
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$8.07M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.88M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$5.77M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.14M

Top Sells

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.2M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$9.24M
3
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$6.81M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.76M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.15M

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.99%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$96.8B
$424M 15.31%
3,489,882
+10,384
+0.3% +$1.34M
2023 Q2
7 quarters
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$305M 11.02%
3,092,836
+70,406
+2% +$6.88M
2016 Q4
33 quarters
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$204M 7.38%
1,866,815
+706
+0% +$81.6K
2018 Q2
27 quarters
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$48.5B
$188M 6.8%
4,092,523
+90,821
+2% +$4.14M
2020 Q3
18 quarters
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$164M 5.92%
4,550,788
+23,002
+0.5% +$812K
2018 Q2
27 quarters
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.71B
$114M 4.11%
1,976,940
+3,374
+0.2% +$206K
2021 Q3
14 quarters
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$111M 4.01%
3,339,240
+47,582
+1% +$1.57M
2018 Q2
27 quarters
VXF icon
8
Vanguard Extended Market ETF
VXF
$29.8B
$101M 3.67%
586,476
-25,132
-4% -$4.76M
2020 Q1
20 quarters
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$189B
$94.6M 3.42%
1,244,543
+6,363
+0.5% +$476K
2016 Q4
33 quarters
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.96B
$88.4M 3.19%
6,566,707
+63,574
+1% +$855K
2022 Q2
11 quarters
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$82.5M 2.98%
2,244,687
+49,278
+2% +$1.83M
2022 Q2
11 quarters
IJR icon
12
iShares Core S&P Small-Cap ETF
IJR
$102B
$75M 2.71%
721,295
+15,280
+2% +$1.72M
2023 Q2
7 quarters
IEMG icon
13
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$72.8M 2.63%
1,350,526
+38,566
+3% +$2.08M
2016 Q4
33 quarters
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
$65.6M 2.37%
726,829
+19,532
+3% +$1.77M
2016 Q4
33 quarters
IVV icon
15
iShares Core S&P 500 ETF
IVV
$888B
$49.8M 1.8%
89,194
+33,052
+59% +$19.5M
2023 Q2
7 quarters
VO icon
16
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$34.1M 1.23%
529,836
+120,236
+29% +$8.07M
2018 Q4
25 quarters
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.04T
$33.8M 1.22%
66,076
-338
-0.5% -$183K
2023 Q2
7 quarters
USXF icon
18
iShares ESG Advanced MSCI USA ETF
USXF
$1.44B
$31.1M 1.12%
668,871
+19,723
+3% +$980K
2021 Q2
15 quarters
EAGG icon
19
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$30.8M 1.11%
650,263
+22,293
+4% +$1.04M
2022 Q2
11 quarters
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$227B
$27.9M 1.01%
549,578
-8,051
-1% -$407K
2016 Q4
33 quarters
USSG icon
21
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$586M
$25.4M 0.92%
507,386
+11,386
+2% +$610K
2022 Q2
11 quarters
EUSB icon
22
iShares ESG Advanced Universal USD Bond ETF
EUSB
$695M
$23.5M 0.85%
543,320
+8,079
+2% +$346K
2021 Q1
16 quarters
SPTM icon
23
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$21.8M 0.79%
341,551
-13,602
-4% -$974K
2023 Q2
7 quarters
SPDW icon
24
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$20M 0.72%
571,599
+29,007
+5% +$1.05M
2018 Q1
28 quarters
SCHX icon
25
Schwab US Large- Cap ETF
SCHX
$74.5B
$19.5M 0.71%
908,659
+175,972
+24% +$4.1M
2016 Q4
33 quarters
1
2 3 4 5

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SCTC
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WB
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PWP
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SigFig Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, SigFig Wealth Management held 133 positions worth $2.77B, up 0.15% from $2.76B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

SigFig Wealth Management's Q1 2025 filing shows 9 new, 79 increased, 38 reduced and 6 closed positions. Its largest new stake was iShares Russell Top 200 Value ETF: 70,194 shares worth $5.71M. The largest sale was State Street SPDR Portfolio S&P 500 Growth ETF, an estimated $14.2M.

By sector, the portfolio is most concentrated in Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.

  • SigFig Wealth Management's largest Q1 2025 buy was iShares Russell Top 200 Value ETF: 70,194 shares worth $5.71M.
  • SigFig Wealth Management added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $19.5M increase.
  • SigFig Wealth Management's biggest Q1 2025 reduction was State Street SPDR Portfolio S&P 500 Growth ETF, cutting an estimated $14.2M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Growth ETF in Q1 2025, selling an estimated $9.24M.
  • SigFig Wealth Management's ten largest holdings make up 65% of its $2.77B portfolio in Q1 2025.
  • SigFig Wealth Management opened 9 new positions and closed 6 in Q1 2025.
  • SigFig Wealth Management's portfolio value rose 0.15% quarter-over-quarter to $2.77B.

Based on SigFig Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.