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SWM

SigFig Wealth Management Portfolio holdings

AUM $4B
1-Year Est. Return 10.86%
This Fund
S&P 500
This Quarter Est. Return
+5.29%
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
$3.23B
AUM Growth
+$212M
Cap. Flow
+$44M
Cap. Flow %
1.36%
Top 10 Hldgs %
66.41%
Holding
140
New
7
Increased
71
Reduced
59
Closed
2
Avg Time Held
15.2 quarters
Top 10 Avg Time Held
17 quarters
Top 20 Avg Time Held
15.7 quarters

Top Buys

Rank Stock Value
1
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$105M
2
LRGF icon
iShares US Equity Factor ETF
LRGF
+$33.9M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.5M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$14.1M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$11.2M

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$107M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$42.4M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$18.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$9.68M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.78M

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
$523M 16.18%
3,604,140
+66,470
+2% +$9.32M
2023 Q2
9 quarters
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$348M 10.77%
3,473,163
+317,832
+10% +$31.5M
2016 Q4
35 quarters
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$224M 6.92%
1,720,790
-145,532
-8% -$18.3M
2018 Q2
29 quarters
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$48.5B
$207M 6.39%
4,424,772
+303,906
+7% +$14.1M
2020 Q3
20 quarters
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$180M 5.58%
4,401,595
-93,349
-2% -$3.77M
2018 Q2
29 quarters
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.71B
$172M 5.3%
2,488,623
+509,729
+26% +$33.9M
2021 Q3
16 quarters
VO icon
7
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$158M 4.88%
2,155,508
+1,456,264
+208% +$105M
2018 Q4
27 quarters
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.71B
$131M 4.04%
3,220,033
-83,479
-3% -$3.23M
2018 Q2
29 quarters
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$189B
$105M 3.25%
1,209,144
-14,025
-1% -$1.19M
2016 Q4
35 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
$100M 3.11%
7,453,163
+842,523
+13% +$11.2M
2022 Q2
13 quarters
USHY icon
11
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$96M 2.97%
2,540,665
+248,755
+11% +$9.32M
2022 Q2
13 quarters
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$92.3M 2.85%
1,407,228
+10,446
+0.7% +$652K
2016 Q4
35 quarters
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
$74.7M 2.31%
783,001
+42,702
+6% +$4M
2016 Q4
35 quarters
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$102B
$44.2M 1.37%
372,911
-368,832
-50% -$42.4M
2023 Q2
9 quarters
IVV icon
15
iShares Core S&P 500 ETF
IVV
$888B
$44.1M 1.36%
66,125
+9,095
+16% +$5.86M
2023 Q2
9 quarters
VOO icon
16
Vanguard S&P 500 ETF
VOO
$1.04T
$40.5M 1.25%
66,404
+55
+0.1% +$32.4K
2023 Q2
9 quarters
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.44B
$38M 1.18%
667,268
-5,852
-0.9% -$326K
2021 Q2
17 quarters
USSG icon
18
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$586M
$35.7M 1.1%
585,992
+68,630
+13% +$4.04M
2022 Q2
13 quarters
EAGG icon
19
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$35.6M 1.1%
740,766
+67,953
+10% +$3.23M
2022 Q2
13 quarters
SCHX icon
20
Schwab US Large- Cap ETF
SCHX
$74.5B
$34.7M 1.07%
1,319,988
+149,330
+13% +$3.79M
2016 Q4
35 quarters
VEA icon
21
Vanguard FTSE Developed Markets ETF
VEA
$227B
$31M 0.96%
519,033
-18,574
-3% -$1.08M
2016 Q4
35 quarters
EUSB icon
22
iShares ESG Advanced Universal USD Bond ETF
EUSB
$695M
$27M 0.84%
614,694
+48,451
+9% +$2.11M
2021 Q1
18 quarters
SPDW icon
23
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
$26.8M 0.83%
629,547
+22,489
+4% +$932K
2018 Q1
30 quarters
SPTM icon
24
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$25M 0.77%
312,109
-13,006
-4% -$1.01M
2023 Q2
9 quarters
DMXF icon
25
iShares ESG Advanced MSCI EAFE ETF
DMXF
$999M
$17.1M 0.53%
226,716
-4,567
-2% -$340K
2021 Q2
17 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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KRS
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SigFig Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, SigFig Wealth Management held 140 positions worth $3.23B, up 7% from $3.02B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q3 2025 filing shows 7 new, 71 increased, 59 reduced and 2 closed positions. Its largest new stake was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M. The largest sale was Vanguard Extended Market ETF, an estimated $107M.

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

  • SigFig Wealth Management's largest Q3 2025 buy was iShares Russell Top 200 Growth ETF: 14,460 shares worth $3.93M.
  • SigFig Wealth Management added most to Vanguard Morningstar Mid-Cap ETF in Q3 2025, an estimated $105M increase.
  • SigFig Wealth Management's biggest Q3 2025 reduction was Vanguard Extended Market ETF, cutting an estimated $107M.
  • SigFig Wealth Management fully exited WisdomTree International Hedged Quality Dividend Growth Fund in Q3 2025, selling an estimated $2.16M.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $3.23B portfolio in Q3 2025.
  • SigFig Wealth Management opened 7 new positions and closed 2 in Q3 2025.
  • SigFig Wealth Management's portfolio value rose 7% quarter-over-quarter to $3.23B.

Based on SigFig Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.