Free Trial

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

About Sigfig Wealth Management, LLC

Investment Activity

  • Sigfig Wealth Management, LLC has $2.76 billion in total holdings as of December 31, 2024.
  • Sigfig Wealth Management, LLC owns shares of 124 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 4.75% of the portfolio was purchased this quarter.
  • About 1.81% of the portfolio was sold this quarter.
  • This quarter, Sigfig Wealth Management, LLC has purchased 118 new stocks and bought additional shares in 80 stocks.
  • Sigfig Wealth Management, LLC sold shares of 32 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

iShares Gold Trust
$888,618 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
169,814 shares (about $15.06M)
Schwab US Large-Cap ETF
549,894 shares (about $12.31M)
iShares Core U.S. Aggregate Bond ETF
116,296 shares (about $11.27M)
iShares Russell Top 200 Growth ETF
38,948 shares (about $9.24M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
16,723 shares (about $9.88M)
Vanguard Extended Market ETF
22,178 shares (about $4.22M)
Invesco S&P 500 Momentum ETF
25,324 shares (about $2.42M)

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
$448,979,851$2,724,720 -0.6%3,479,49816.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$292,878,363$11,269,271 4.0%3,022,43010.6%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$215,721,806$1,982,768 -0.9%1,866,1097.8%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$180,996,667$2,951,026 1.7%4,001,7026.6%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$151,001,253$7,623,189 5.3%4,527,7865.5%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$119,617,490$153,100 -0.1%1,973,5664.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$116,315,232$4,217,798 -3.5%611,6084.2%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$105,332,734$2,334,073 2.3%3,291,6583.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$86,829,061$3,371,325 4.0%1,238,1803.1%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$84,085,082$6,595,197 8.5%6,503,1333.0%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$81,170,215$113,590 0.1%706,0152.9%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$80,746,812$1,965,625 2.5%2,195,4092.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$68,447,456$1,701,952 2.5%1,311,9602.5%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$62,996,135$1,649,325 2.7%707,2972.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$35,929,225$220,182 -0.6%66,4141.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$33,178,818$9,882,964 -23.0%56,1421.2%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$32,437,878$1,282,278 4.1%649,1481.2%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$29,206,858$2,152,388 8.0%627,9701.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$27,049,716$5,990,033 28.4%102,4001.0%ETF
Xtrackers MSCI USA ESG Leaders Equity ETF stock logo
USSG
Xtrackers MSCI USA ESG Leaders Equity ETF
$26,858,363$1,323,153 5.2%496,0001.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$26,566,452$953,360 3.7%557,6291.0%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$22,785,148$1,261,899 5.9%535,2410.8%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$22,493,225$2,358,301 -9.5%355,1530.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$19,001,556$15,057,422 381.8%214,2950.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$18,365,693$910,378 5.2%542,5920.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$16,398,191$12,307,120 300.8%732,6870.6%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$15,098,427$1,911,723 14.5%233,3250.5%Manufacturing
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$14,654,296$782,175 5.6%298,6410.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$13,146,538$780,825 -5.6%355,0530.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$12,330,664$219,880 1.8%282,6950.4%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$12,314,561$373,879 3.1%455,1280.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,120,348$322,132 2.7%156,8980.4%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$9,650,647$464,271 -4.6%94,2260.3%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$9,634,573$630,104 7.0%287,4300.3%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$9,543,571$340,411 3.7%227,2830.3%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$9,262,641$513,882 5.9%200,2740.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$9,236,107$9,236,107 New Holding38,9480.3%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$8,860,408$5,766,096 186.3%528,3580.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$8,654,240$27,135 -0.3%168,0760.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,442,710$256,619 3.1%47,2770.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$8,396,431$360,468 4.5%112,2030.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$7,031,128$1,111,353 18.8%134,2070.3%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$6,998,525$1,001,633 16.7%72,1350.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,877,810$2,001,068 -22.5%27,9640.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$6,868,895$343,277 5.3%136,9670.2%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$6,811,770$6,811,770 New Holding55,0400.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,652,144$92,969 1.4%92,3020.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,284,741$3,592,730 133.5%552,3780.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$6,036,633$178,350 3.0%133,0530.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,866,771$347,679 6.3%63,9360.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,812,716$524,187 9.9%84,5980.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$5,684,701$360,689 6.8%33,6490.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$5,580,984$298,601 -5.1%17,8120.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,580,869$60,624 1.1%378,3520.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$5,400,028$2,902,168 116.2%427,1190.2%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$5,386,603$2,418,451 -31.0%56,4040.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,506,969$178,243 4.1%23,6420.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,424,807$251,832 6.0%53,3790.2%Manufacturing
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$4,074,336$617,525 17.9%78,3230.1%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$3,647,942$397,690 12.2%65,7050.1%Manufacturing
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$3,540,710$1,078,552 43.8%52,1380.1%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$3,430,904$30,399 -0.9%119,2950.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,339,389$60,374 -1.8%20,7420.1%Manufacturing
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$3,323,761$429,323 14.8%168,5480.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,309,930$132,137 -3.8%12,2240.1%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$3,283,982$48,312 1.5%51,0490.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$3,154,274$155,707 -4.7%104,6920.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,060,310$158,655 5.5%28,7600.1%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$2,891,226$29,898 1.0%107,9220.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,727,296$104,260 -3.7%43,8680.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,607,002$31,107 -1.2%24,4720.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$2,441,923$84,445 3.6%184,8110.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,433,998$247,251 -9.2%5,8770.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,364,783$128,450 5.7%26,9340.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,273,275$112,367 -4.7%9,4680.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,250,835$2,250,835 New Holding10,8270.1%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,227,288$92,014 -4.0%20,0910.1%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$2,207,246$24,849 1.1%31,6220.1%ETF
Invesco FTSE RAFI Emerging Markets ETF stock logo
PXH
Invesco FTSE RAFI Emerging Markets ETF
$2,080,653$137,601 7.1%101,4460.1%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$2,001,136$96,605 -4.6%73,5370.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,906,243$1,022,081 115.6%98,9620.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,842,810$19,274 -1.0%14,2460.1%Manufacturing
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,819,045$91,978 5.3%79,9580.1%Manufacturing
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$1,749,146$264,298 17.8%40,2380.1%Finance
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$1,594,620$607,262 61.5%67,9430.1%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$1,526,975$25,001 -1.6%37,9280.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,453,664$3,531 -0.2%6,5870.1%Finance
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,370,741$184,617 -11.9%26,2540.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,100,908$30,116 2.8%48,9840.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$936,060$89,798 10.6%8,6520.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$888,618$888,618 New Holding18,0540.0%Finance
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$750,968$14,987 2.0%12,5770.0%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$747,312$8,757 -1.2%12,2030.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$735,511$409,616 125.7%57,4560.0%ETF
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$717,530$19,946 2.9%19,8930.0%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$715,698$17,087 -2.3%15,4980.0%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$693,991$146,457 26.7%8,1550.0%ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
$686,720$198,067 40.5%26,8250.0%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$654,445$9,940 1.5%10,3370.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$596,494$12,095 2.1%4,6850.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data