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Sigfig Wealth Management, LLC Top Holdings and 13F Report (2024)

About Sigfig Wealth Management, LLC

Investment Activity

  • Sigfig Wealth Management, LLC has $2.75 billion in total holdings as of September 30, 2024.
  • Sigfig Wealth Management, LLC owns shares of 118 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 4.04% of the portfolio was purchased this quarter.
  • About 5.60% of the portfolio was sold this quarter.
  • This quarter, Sigfig Wealth Management, LLC has purchased 123 new stocks and bought additional shares in 62 stocks.
  • Sigfig Wealth Management, LLC sold shares of 48 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
75,133 shares (about $19.77M)
iShares Core U.S. Aggregate Bond ETF
105,626 shares (about $10.71M)
iShares Core Total USD Bond Market ETF
224,005 shares (about $10.58M)
iShares Russell Top 200 Value ETF
90,236 shares (about $7.31M)
SPDR Portfolio S&P 500 Value ETF
137,282 shares (about $7.23M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
30,594 shares (about $17.56M)
iShares Core S&P Total U.S. Stock Market ETF
108,517 shares (about $13.58M)
iShares Core S&P Small-Cap ETF
77,350 shares (about $9.02M)
Vanguard FTSE Developed Markets ETF
139,454 shares (about $7.31M)

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
$438,123,591$13,581,577 -3.0%3,500,61415.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$294,596,582$10,707,372 3.8%2,906,13410.7%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$211,960,714$13,223,255 -5.9%1,883,2617.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$185,957,942$10,581,980 6.0%3,936,4576.8%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$155,931,799$1,038,081 0.7%4,299,2045.7%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$115,759,120$3,791,345 -3.2%1,976,0924.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$115,202,981$1,410,168 -1.2%633,7864.2%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$114,682,622$2,537,134 2.3%3,218,7184.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$92,744,057$3,667,665 -3.8%1,190,1053.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$82,177,681$9,015,887 -9.9%705,0273.0%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$80,708,981$5,397,489 7.2%2,141,9662.9%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$80,666,250$4,748,910 6.3%5,993,0612.9%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$74,057,860$1,957,239 -2.6%1,279,3382.7%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$64,109,064$3,419,906 5.6%688,7792.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$41,829,467$17,563,037 -29.6%72,8651.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$35,106,231$1,596,621 -4.4%66,8211.3%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$30,569,502$929,264 3.1%623,4871.1%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$28,322,524$3,049,205 12.1%581,6921.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$28,178,138$7,309,194 -20.6%537,6181.0%ETF
Xtrackers MSCI USA ESG Leaders Equity ETF stock logo
USSG
Xtrackers MSCI USA ESG Leaders Equity ETF
$25,054,181$5,317,077 26.9%471,5650.9%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$24,179,058$1,033,246 -4.1%392,3890.9%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$22,438,392$2,643,622 13.4%505,5980.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$20,978,325$19,770,264 1,636.5%79,7240.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$18,024,078$663,509 3.8%515,6960.7%ETF
DMXF
iShares ESG Advanced MSCI EAFE ETF
$14,721,177$1,448,987 10.9%203,7820.5%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$14,219,872$354,012 2.6%282,7010.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$14,132,409$656,836 -4.4%376,1410.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,075,994$3,053,941 -18.9%277,6540.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,039,583$18,131 0.2%152,7280.4%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$11,946,121$3,438,689 -22.4%441,3100.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$11,762,540$3,268,863 38.5%182,7930.4%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$9,941,964$1,183,937 13.5%268,6320.4%Manufacturing
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$9,407,774$624,238 -6.2%98,7590.3%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$9,150,551$3,068,150 -25.1%219,1760.3%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$8,959,689$1,162,146 14.9%189,1630.3%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$8,949,604$100,546 -1.1%184,5180.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,845,047$466,754 -5.0%36,1000.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$8,436,440$228,065 -2.6%107,3860.3%ETF
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$8,305,403$113,495 1.4%168,6030.3%ETF
QUAL
iShares MSCI USA Quality Factor ETF
$8,191,133$183,157 2.3%45,8400.3%ETF
SPMO
Invesco S&P 500 Momentum ETF
$7,383,323$59,896 0.8%81,7280.3%ETF
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$7,307,311$7,307,311 New Holding90,2360.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$7,233,385$7,233,385 New Holding137,2820.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,853,029$252,023 -3.5%91,0120.2%ETF
EFG
iShares MSCI EAFE Growth ETF
$6,669,393$310,859 -4.5%61,8110.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$6,655,741$2,994,986 -31.0%130,1220.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$6,535,599$3,656,949 127.0%112,9940.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,401,268$257,424 4.2%236,6060.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$6,108,774$4,353 0.1%129,1220.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$5,861,182$415,952 7.6%197,5700.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,806,520$30,930 0.5%76,9690.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,786,780$60,901 -1.0%60,1470.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,679,329$236,056 4.3%374,2420.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$5,608,973$95,052 -1.7%18,7650.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,481,860$756,509 16.0%31,5140.2%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$5,008,993$5,008,993 New Holding42,7790.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,461,969$393 0.0%22,7070.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,239,720$17,434 -0.4%50,3410.2%Manufacturing
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$3,798,310$63,657 1.7%120,3520.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,669,238$6,518,690 -64.0%44,4810.1%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$3,656,533$943,271 34.8%58,5420.1%Manufacturing
BINC
iShares Flexible Income Active ETF
$3,558,478$879,499 32.8%66,4520.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,331,951$270,236 -7.5%12,7120.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$3,288,059$105,771 -3.1%109,8600.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,188,810$233,305 -6.8%21,1170.1%Manufacturing
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$3,145,637$186,494 -5.6%50,2980.1%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$3,125,043$93,629 -2.9%106,8060.1%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$3,004,521$1,267,664 73.0%146,7770.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$2,992,761$943,956 -24.0%27,2690.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,836,056$49,380 -1.7%45,5450.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,689,712$3,107,549 -53.6%24,7640.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$2,578,156$153,762 6.3%178,4200.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,510,652$528,133 -17.4%25,4710.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,475,140$20,645 0.8%6,4740.1%ETF
SMMD
iShares Russell 2500 ETF
$2,454,901$871,092 55.0%36,2560.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,355,518$332,608 -12.4%9,9360.1%ETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$2,270,765$45,478 -2.0%20,9210.1%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$2,165,826$173,177 8.7%31,2660.1%ETF
Invesco FTSE RAFI Emerging Markets ETF stock logo
PXH
Invesco FTSE RAFI Emerging Markets ETF
$2,106,008$25,098 -1.2%94,7370.1%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$2,071,813$66,788 -3.1%77,0870.1%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,809,814$216,610 13.6%75,9150.1%Manufacturing
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,809,027$42,477 2.4%14,3950.1%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,765,596$123,627 7.5%45,9010.1%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$1,561,227$84,483 5.7%38,5490.1%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$1,560,679$333,354 27.2%34,1580.1%Finance
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,541,916$35,196 -2.2%29,7900.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,454,884$103,118 -6.6%6,6030.1%Finance
iShares Investment Grade Bond Factor ETF stock logo
IGEB
iShares Investment Grade Bond Factor ETF
$1,261,001$74,604 6.3%27,0950.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,120,105$18,432 1.7%47,6440.0%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,012,595$370,724 57.8%42,0690.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$888,231$93,959 11.8%25,4580.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$839,066$154,469 22.6%7,8220.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$770,390$62,400 -7.5%12,3460.0%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$743,733$9,561 1.3%15,8680.0%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$740,419$61,511 9.1%12,3260.0%ETF
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$714,013$55,858 -7.3%19,3400.0%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$674,551$78,455 -10.4%10,1800.0%ETF
John Hancock Multifactor Emerging Markets ETF stock logo
JHEM
John Hancock Multifactor Emerging Markets ETF
$635,772$48,450 8.2%21,9010.0%ETF
LCTD
BlackRock World ex U.S. Carbon Transition Readiness ETF
$599,517$35,449 6.3%12,3120.0%ETF
John Hancock Multifactor Developed International ETF stock logo
JHMD
John Hancock Multifactor Developed International ETF
$598,180$55,699 10.3%16,7750.0%ETF

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