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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 $2.77 billion in total holdings as of March 31, 2025.
  • Sigfig Wealth Management, LLC owns shares of 127 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 3.14% of the portfolio was purchased this quarter.
  • About 1.73% of the portfolio was sold this quarter.
  • This quarter, Sigfig Wealth Management, LLC has purchased 124 new stocks and bought additional shares in 79 stocks.
  • Sigfig Wealth Management, LLC sold shares of 38 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

464289420 - iShares Russell Top 200 Value ETF
$5,710,249 Holding
46434V803 - iShares Currency Hedged MSCI EAFE ETF
$1,176,476 Holding
808524722 - Schwab 1000 Index ETF
$495,941 Holding
092528843 - BLACKROCK ETF TRUST II
$383,965 Holding
922907738 - VANGUARD MUN BD FDS
$320,711 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
33,052 shares (about $18.45M)
Vanguard Mid-Cap ETF
30,059 shares (about $7.73M)
iShares Core U.S. Aggregate Bond ETF
70,406 shares (about $6.94M)
iShares Russell Top 200 Value ETF
70,194 shares (about $5.71M)
iShares Core Total USD Bond Market ETF
90,821 shares (about $4.18M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
162,828 shares (about $13.05M)
Vanguard Extended Market ETF
25,132 shares (about $4.35M)
iShares MSCI EAFE Growth ETF
30,895 shares (about $3.12M)
iShares MSCI EAFE Value ETF
26,428 shares (about $1.57M)

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
$423,630,838$1,260,496 0.3%3,489,88215.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$304,973,602$6,942,486 2.3%3,092,83611.0%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$204,191,893$77,222 0.0%1,866,8157.4%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$188,173,947$4,175,944 2.3%4,092,5236.8%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$163,736,992$827,610 0.5%4,550,7885.9%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$113,733,003$194,106 0.2%1,976,9404.1%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$111,079,478$1,582,810 1.4%3,339,2404.0%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$101,448,322$4,347,321 -4.1%586,4763.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$94,634,162$483,838 0.5%1,244,5433.4%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$88,387,504$855,702 1.0%6,566,7073.2%Manufacturing
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$82,536,803$1,811,945 2.2%2,244,6873.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$75,021,604$1,589,267 2.2%721,2952.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$72,750,175$2,077,474 2.9%1,350,5262.6%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$65,566,011$1,761,949 2.8%726,8292.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$49,780,958$18,446,983 58.9%89,1941.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$34,057,621$7,728,716 29.4%132,4591.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$33,751,541$172,650 -0.5%66,0761.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$31,102,440$917,118 3.0%668,8711.1%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$30,796,390$1,055,794 3.6%650,2631.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$27,935,988$409,246 -1.4%549,5781.0%ETF
Xtrackers MSCI USA ESG Leaders Equity ETF stock logo
USSG
Xtrackers MSCI USA ESG Leaders Equity ETF
$25,449,007$571,089 2.3%507,3860.9%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$23,509,429$349,578 1.5%543,3200.8%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$21,840,202$869,769 -3.8%341,5510.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$19,970,710$1,013,456 5.3%571,5990.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$19,516,302$3,779,551 24.0%908,6590.7%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$15,673,945$108,088 -0.7%231,7270.6%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$14,655,453$75,817 0.5%300,1940.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$12,784,030$562,775 -4.2%340,0820.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$12,476,485$137,656 -1.1%279,6100.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,197,906$77,770 -0.6%155,9040.4%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$12,170,134$11,643 -0.1%454,6930.4%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$10,261,058$201,074 2.0%293,1750.4%Manufacturing
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$9,442,335$159,675 1.7%203,7190.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$9,345,495$1,326,857 16.5%55,1000.3%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$9,193,350$447,521 5.1%238,9130.3%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$8,826,356$629,159 7.7%568,9110.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$8,744,106$23,508 0.3%94,4800.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$8,551,713$22,007 -0.3%111,9150.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$8,266,610$116,618 1.4%170,4810.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$8,246,383$3,046,506 58.6%89,4500.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$6,662,520$2,199,192 49.3%35,2910.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,600,328$292,587 -4.2%26,7770.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,531,816$238,762 -3.5%89,0470.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$6,489,542$295,803 -4.4%130,9960.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$6,409,643$1,571,680 -19.7%107,7790.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,127,417$157,026 2.6%566,9060.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$6,111,061$46,650 -0.8%132,0450.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,938,944$190,648 3.3%34,7650.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,847,721$73,279 -1.2%83,5510.2%ETF
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$5,710,249$5,710,249 New Holding70,1940.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$5,482,474$191,093 3.6%442,5440.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,472,548$159,414 3.0%389,7040.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$5,252,901$211,368 -3.9%17,1230.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,220,565$767,631 -12.8%55,7400.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,450,506$11,368 -0.3%53,2430.2%Manufacturing
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$4,354,703$1,087,720 33.3%69,4970.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$4,158,629$3,115,442 -42.8%41,2400.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$4,145,806$45,597 1.1%79,1940.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$4,123,536$13,045,779 -76.0%51,4670.1%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$3,748,419$3,388,563 941.6%36,3430.1%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$3,699,436$10,636 -0.3%118,9530.1%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$3,511,249$78,723 -2.2%164,8520.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,246,235$123,391 4.0%12,7070.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,235,464$66,767 2.1%29,3660.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$3,036,814$114,910 -3.6%100,8750.1%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$3,000,783$80,024 -2.6%49,7230.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$2,991,915$74,408 2.6%21,2710.1%Manufacturing
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$2,961,178$25,461 0.9%108,8580.1%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$2,915,711$709,891 -19.6%52,8400.1%Manufacturing
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,820,382$225,338 8.7%26,5970.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,621,673$68,106 2.7%45,0380.1%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,509,402$2,270,065 948.5%9,3210.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$2,370,379$54,681 2.4%189,1750.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,300,867$126,141 5.8%11,4550.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,271,139$1,221,660 116.4%39,0700.1%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,252,962$154,482 7.4%10,1650.1%ETF
Invesco FTSE RAFI Emerging Markets ETF stock logo
PXH
Invesco FTSE RAFI Emerging Markets ETF
$2,149,418$51,950 -2.4%99,0520.1%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$2,116,232$4,023 -0.2%31,5620.1%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$2,097,771$507,225 31.9%89,6100.1%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,039,690$9,793 -0.5%19,9950.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,018,668$158,160 -7.3%5,4500.1%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$1,925,304$101,481 -5.0%69,8550.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,922,392$195,524 11.3%15,8590.1%Manufacturing
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$1,875,569$113,547 6.4%42,8310.1%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,858,389$86,378 4.9%103,7860.1%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,718,834$121,799 -6.6%74,6670.1%Manufacturing
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$1,519,626$601 0.0%37,9430.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,321,255$802 0.1%6,5910.0%Finance
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,316,358$48,935 -3.6%25,3130.0%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,176,476$1,176,476 New Holding32,1750.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,146,242$23,045 2.1%49,9890.0%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$1,058,777$627,202 145.3%17,8550.0%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$930,796$255,074 37.7%36,9510.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$915,724$74,836 8.9%9,4220.0%ETF
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$721,489$3,357 0.5%19,9860.0%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$721,044$4,784 0.7%12,6610.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$707,016$603 -0.1%57,4070.0%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$697,624$12,930 1.9%8,3090.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$673,336$75,765 12.7%5,2790.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$662,132$84,081 -11.3%10,8280.0%ETF

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