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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
+9.44%
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
$3.77B
AUM Growth
+$361M
Cap. Flow
+$69.3M
Cap. Flow %
1.84%
Top 10 Hldgs %
71.23%
Holding
147
New
8
Increased
72
Reduced
61
Closed
5
Avg Time Held
16.7 quarters
Top 10 Avg Time Held
19.4 quarters
Top 20 Avg Time Held
17.9 quarters

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.5M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.5M
3
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$12.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.19M

Top Sells

Rank Stock Value
1
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.02M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.9M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.03M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.92M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$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
$97.9B
$664M 17.59%
4,070,270
+27,921
+0.7% +$4.43M
2023 Q2
12 quarters
AGG icon
2
iShares Core US Aggregate Bond ETF
AGG
$137B
$423M 11.22%
4,261,394
+146,420
+4% +$14.5M
2016 Q4
38 quarters
GSLC icon
3
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$282M 7.46%
1,998,523
+23,106
+1% +$3.19M
2018 Q2
32 quarters
IUSB icon
4
iShares Core Universal USD Bond ETF
IUSB
$48.6B
$255M 6.76%
5,503,503
+268,505
+5% +$12.4M
2020 Q3
23 quarters
GSIE icon
5
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.86B
$227M 6%
4,972,665
+114,330
+2% +$5.19M
2018 Q2
32 quarters
LRGF icon
6
iShares US Equity Factor ETF
LRGF
$3.75B
$220M 5.83%
2,927,890
+35,921
+1% +$2.63M
2021 Q3
19 quarters
VO icon
7
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$202M 5.36%
2,511,036
+49,404
+2% +$3.83M
2018 Q4
30 quarters
GEM icon
8
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.75B
$173M 4.57%
3,357,316
+11,417
+0.3% +$566K
2018 Q2
32 quarters
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$189B
$124M 3.28%
1,283,865
+12,795
+1% +$1.23M
2016 Q4
38 quarters
USHY icon
10
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$119M 3.14%
3,203,583
+113,549
+4% +$4.2M
2022 Q2
16 quarters
IEMG icon
11
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$114M 3.02%
1,393,406
-46,997
-3% -$3.75M
2016 Q4
38 quarters
PDBC icon
12
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$7.97B
$110M 2.91%
6,921,377
+219,683
+3% +$3.86M
2022 Q2
16 quarters
EMB icon
13
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
$90.8M 2.41%
937,805
+31,221
+3% +$2.99M
2016 Q4
38 quarters
IVV icon
14
iShares Core S&P 500 ETF
IVV
$897B
$70.5M 1.87%
94,718
+17,225
+22% +$12.5M
2023 Q2
12 quarters
SCHX icon
15
Schwab US Large- Cap ETF
SCHX
$75.3B
$61.1M 1.62%
2,091,615
+257,963
+14% +$7.37M
2016 Q4
38 quarters
IJR icon
16
iShares Core S&P Small-Cap ETF
IJR
$103B
$59.5M 1.58%
403,881
-29,399
-7% -$4.03M
2023 Q2
12 quarters
VOO icon
17
Vanguard S&P 500 ETF
VOO
$1.05T
$43.9M 1.16%
64,400
-353
-0.5% -$235K
2023 Q2
12 quarters
SPDW icon
18
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.6B
$37.9M 1%
756,494
+43,385
+6% +$2.15M
2018 Q1
33 quarters
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$229B
$33.8M 0.9%
476,632
-2,486
-0.5% -$173K
2016 Q4
38 quarters
SPTM icon
20
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.3B
$25.4M 0.67%
281,572
-6,696
-2% -$589K
2023 Q2
12 quarters
SMMD icon
21
iShares Russell 2500 ETF
SMMD
$4.03B
$16.1M 0.43%
176,920
+19,676
+13% +$1.69M
2023 Q4
10 quarters
SPAB icon
22
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
$15.9M 0.42%
620,079
+49,702
+9% +$1.27M
2018 Q1
33 quarters
BNDX icon
23
Vanguard Total International Bond ETF
BNDX
$83.2B
$15.1M 0.4%
310,749
+1,562
+0.5% +$75.1K
2019 Q4
26 quarters
SCHB icon
24
Schwab US Broad Market ETF
SCHB
$45.3B
$15.1M 0.4%
523,931
+976
+0.2% +$27.3K
2016 Q4
38 quarters
VWO icon
25
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$15M 0.4%
252,981
-3,402
-1% -$200K
2016 Q4
38 quarters
1
2 3 4 5

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APP
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SCTC
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CS
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WB
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HA
Homestead Advisers Arlington, Virginia $4.02B AUM 34.55% 1-Year Est. Return
PWP
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KRS
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SigFig Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, SigFig Wealth Management held 147 positions worth $3.77B, up 11% from $3.41B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

SigFig Wealth Management's Q2 2026 filing shows 8 new, 72 increased, 61 reduced and 5 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M. The largest sale was iShares MSCI EAFE Value ETF, an estimated $5.02M.

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 Q2 2026 buy was iShares Systematic Alternatives Active ETF: 147,878 shares worth $4.16M.
  • SigFig Wealth Management added most to iShares Core US Aggregate Bond ETF in Q2 2026, an estimated $14.5M increase.
  • SigFig Wealth Management's biggest Q2 2026 reduction was iShares MSCI EAFE Value ETF, cutting an estimated $5.02M.
  • SigFig Wealth Management fully exited iShares Russell Top 200 Value ETF in Q2 2026, selling an estimated $3.78M.
  • SigFig Wealth Management's ten largest holdings make up 71% of its $3.77B portfolio in Q2 2026.
  • SigFig Wealth Management opened 8 new positions and closed 5 in Q2 2026.
  • SigFig Wealth Management's portfolio value rose 11% quarter-over-quarter to $3.77B.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.