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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 Morningstar 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 Miscellaneous 99.99%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$475M 15.73%
3,537,670
+47,788
+1% +$5.96M
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$138B
$312M 10.32%
3,155,331
+62,495
+2% +$6.12M
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$225M 7.46%
1,866,322
-493
-0% -$55.5K
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$190M 6.28%
4,120,866
+28,343
+0.7% +$1.29M
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.12B
$178M 5.89%
4,494,944
-55,844
-1% -$2.1M
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.71B
$126M 4.17%
1,978,894
+1,954
+0.1% +$116K
GEM icon
7
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$123M 4.06%
3,303,512
-35,728
-1% -$1.23M
VXF icon
8
Vanguard Extended Market ETF
VXF
$31.3B
$107M 3.53%
556,928
-29,548
-5% -$5.25M
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$195B
$102M 3.37%
1,223,169
-21,374
-2% -$1.7M
PDBC icon
10
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.01B
$86.1M 2.85%
6,610,640
+43,933
+0.7% +$567K
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
$85.7M 2.84%
2,291,910
+47,223
+2% +$1.73M
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$83.5M 2.76%
1,396,782
+46,256
+3% +$2.58M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$110B
$81.2M 2.69%
741,743
+20,448
+3% +$2.11M
EMB icon
14
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$68.2M 2.26%
740,299
+13,470
+2% +$1.21M
VO icon
15
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$48.8M 1.61%
699,244
+169,408
+32% +$11.1M
VOO icon
16
Vanguard S&P 500 ETF
VOO
$1.03T
$37.6M 1.24%
66,349
+273
+0.4% +$143K
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$36.1M 1.19%
673,120
+4,249
+0.6% +$208K
IVV icon
18
iShares Core S&P 500 ETF
IVV
$898B
$35.2M 1.17%
57,030
-32,164
-36% -$18.5M
EAGG icon
19
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.01B
$31.9M 1.05%
672,813
+22,550
+3% +$1.06M
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$238B
$30.5M 1.01%
537,607
-11,971
-2% -$641K
USSG icon
21
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$595M
$29.3M 0.97%
517,362
+9,976
+2% +$522K
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$74.3B
$28.5M 0.94%
1,170,658
+261,999
+29% +$5.92M
EUSB icon
23
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
$24.6M 0.81%
566,243
+22,923
+4% +$986K
SPDW icon
24
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$24.5M 0.81%
607,058
+35,459
+6% +$1.36M
SPTM icon
25
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$24.2M 0.8%
325,115
-16,436
-5% -$1.14M
1
2 3 4 5

Similar funds

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.76B AUM 40.74% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
MSDF
Michael & Susan Dell Foundation New York $3.79B AUM 72.75% 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 Miscellaneous at 100% of assets, up from 100% a quarter earlier, followed by Technology.

  • 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 Morningstar 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.