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Sigfig Wealth Management, LLC Top Holdings and 13F Report (2025)

About Sigfig Wealth Management, LLC

Investment Activity

  • Sigfig Wealth Management, LLC has $3.02 billion in total holdings as of June 30, 2025.
  • Sigfig Wealth Management, LLC owns shares of 133 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 2.98% of the portfolio was purchased this quarter.
  • About 1.77% of the portfolio was sold this quarter.
  • This quarter, Sigfig Wealth Management, LLC has purchased 127 new stocks and bought additional shares in 74 stocks.
  • Sigfig Wealth Management, LLC sold shares of 49 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

46435G672 - iShares Core International Aggregate Bond ETF
$3,538,283 Holding
09290C780 - BLACKROCK ETF TRUST
$1,453,073 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF
$1,224,056 Holding
46435G516 - iShares ESG Aware MSCI EAFE ETF
$871,688 Holding
808524755 - Schwab Fundamental International Equity ETF
$396,341 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
42,352 shares (about $11.82M)
Schwab US Large-Cap ETF
261,999 shares (about $6.37M)
iShares Core U.S. Aggregate Bond ETF
62,495 shares (about $6.17M)
SPDR Portfolio S&P 500 Growth ETF
56,985 shares (about $5.40M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
32,164 shares (about $19.86M)
Vanguard Extended Market ETF
29,548 shares (about $5.66M)
iShares Core MSCI EAFE ETF
21,374 shares (about $1.78M)
Vanguard Tax-Exempt Bond ETF
35,000 shares (about $1.71M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSigfig Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$475,250,132$6,419,834 1.4%3,537,67015.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$311,747,219$6,174,516 2.0%3,155,33110.3%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$225,339,308$59,525 0.0%1,866,3227.5%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$189,889,209$1,306,043 0.7%4,120,8666.3%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$177,864,560$2,209,742 -1.2%4,494,9445.9%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$126,035,420$124,450 0.1%1,978,8944.2%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$122,659,075$1,326,577 -1.1%3,303,5124.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$106,774,026$5,664,931 -5.0%556,9283.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$101,901,992$1,780,664 -1.7%1,223,1693.4%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$86,136,255$572,444 0.7%6,610,6402.9%Manufacturing
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$85,717,112$1,766,134 2.1%2,291,9102.8%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$83,457,552$2,763,790 3.4%1,396,7822.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$81,213,093$2,238,842 2.8%741,7432.7%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$68,181,306$1,240,583 1.9%740,2992.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$48,782,494$11,818,685 32.0%174,8111.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$37,616,477$154,777 0.4%66,3491.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$36,058,974$227,619 0.6%673,1201.2%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$35,213,498$19,859,845 -36.1%57,0301.2%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$31,864,374$1,067,966 3.5%672,8131.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$30,547,166$680,200 -2.2%537,6071.0%ETF
Xtrackers MSCI USA Selection Equity ETF stock logo
USSG
Xtrackers MSCI USA Selection Equity ETF
$29,276,356$564,519 2.0%517,3621.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$28,482,099$6,374,433 28.8%1,170,6580.9%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$24,580,555$995,085 4.2%566,2430.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$24,513,017$1,431,835 6.2%607,0580.8%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$24,230,791$1,224,974 -4.8%325,1150.8%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$17,232,819$33,082 -0.2%231,2830.6%Manufacturing
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$14,356,284$4,352,158 43.5%128,3640.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,900,706$92,496 0.7%281,4830.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$13,865,969$377,084 2.8%584,8150.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$13,773,697$727,396 -5.0%323,0230.5%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$13,134,283$1,713,292 -11.5%265,5540.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,378,534$124,502 1.0%157,4880.4%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$12,360,688$761,473 6.6%484,5430.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$11,942,818$557,469 -4.5%541,6240.4%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$11,615,557$161,241 1.4%297,3020.4%Manufacturing
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$11,425,128$308,869 -2.6%379,4460.4%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$10,565,472$696,028 7.1%255,7620.3%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$10,280,185$5,401,619 110.7%108,4520.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$10,236,364$230,800 2.3%56,3710.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$10,220,245$24,655 -0.2%441,4790.3%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$9,851,871$207,869 2.2%208,1100.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$9,658,337$2,815,459 41.1%152,1240.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$9,297,770$1,046,833 -10.1%84,9190.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$9,230,570$11,221 -0.1%170,2740.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$8,911,837$284,308 3.3%115,6030.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,940,532$156,331 -1.9%26,2600.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$7,923,227$1,064,450 15.5%40,7680.3%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$6,423,312$1,726,728 36.8%95,0480.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,365,262$165,455 -2.5%86,7910.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,304,333$162,361 2.6%35,6840.2%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$6,272,023$3,549,036 130.3%26,3850.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$6,158,162$58,985 1.0%133,3220.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$5,851,688$73,230 1.3%17,3400.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,839,055$82,404 1.4%84,7470.2%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$5,539,624$1,875,877 51.2%54,9510.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,181,895$31,426 -0.6%55,4040.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$4,700,924$1,713,950 -26.7%95,9960.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,289,758$118,734 -2.7%51,8090.1%Manufacturing
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$4,252,720$74,444 1.8%80,6050.1%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$4,225,091$160,462 3.9%123,6490.1%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$4,112,357$494,913 -10.7%36,8100.1%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$4,023,995$1,198,772 42.4%13,2760.1%ETF
BTHM
BlackRock Future U.S. Themes ETF
$3,994,495$3,737,703 1,455.5%112,8230.1%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$3,988,289$546,179 15.9%191,0100.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$3,952,014$119,331 3.1%195,0650.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,904,818$288,571 8.0%13,7210.1%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$3,538,283$3,538,283 New Holding69,2830.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,514,575$721,347 25.8%56,6690.1%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$3,457,601$135,110 4.1%51,7450.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,227,644$425,978 -11.7%18,7910.1%Manufacturing
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,111,069$112,176 -3.5%28,3440.1%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$2,901,828$776,283 36.5%122,3370.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,862,391$449,570 18.6%12,0590.1%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$2,842,203$83,892 -2.9%105,7370.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$2,813,009$139,588 -4.7%96,1060.1%ETF
Invesco RAFI Emerging Markets ETF stock logo
PXH
Invesco RAFI Emerging Markets ETF
$2,748,363$430,558 18.6%117,4520.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,574,511$46,284 1.8%105,6860.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,536,854$237,745 -8.6%24,3180.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,463,507$333,142 15.6%18,3390.1%Manufacturing
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,309,982$3,239 -0.1%19,9670.1%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$2,255,961$46,171 -2.0%30,9290.1%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$2,161,050$225,945 11.7%47,8320.1%Finance
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$2,022,353$296,052 17.1%87,4720.1%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,775,520$633,146 -26.3%28,8000.1%Finance
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$1,733,497$81,344 -4.5%66,7240.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,641,966$736,114 -31.0%3,7630.1%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$1,613,343$16,706 1.0%38,3400.1%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,607,242$80,781 5.3%60,4450.1%ETF
BLACKROCK ETF TRUST
$1,453,073$1,453,073 New Holding50,6650.0%ISHARES A I INNO
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,419,054$354,018 33.2%23,7900.0%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,372,560$51,300 -3.6%24,4010.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,370,895$49,345 -3.5%6,3620.0%Finance
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$1,232,110$319,420 35.0%49,8830.0%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,224,056$1,224,056 New Holding11,9060.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,166,658$21,915 1.9%50,9460.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$1,129,673$190,488 20.3%11,3330.0%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$992,094$7,493 -0.7%47,2650.0%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$871,688$871,688 New Holding9,7900.0%Manufacturing
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$854,627$185,839 27.8%13,1340.0%ETF
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$809,783$74,299 10.1%22,0050.0%ETF

Showing largest 100 holdings. View all holdings.
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