SigFig Wealth Management, LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | ITOT | $663.7M | 4,070,270 | +0.72pp | 13q | +0.7%+$4.6M | |
| ISHARES TR | AGG | $423.5M | 4,261,394 | -0.75pp | 31q | +3.6%+$14.5M | |
| GOLDMAN SACHS ETF TR | GSLC | $281.6M | 1,998,523 | +0.22pp | 31q | +1.2%+$3.3M | |
| ISHARES TR | IUSB | $254.9M | 5,503,503 | -0.33pp | 24q | +5.1%+$12.4M | |
| GOLDMAN SACHS ETF TR | GSIE | $226.5M | 4,972,665 | -0.14pp | 31q | +2.4%+$5.2M | |
| ISHARES TR | LRGF | $220.0M | 2,927,890 | +0.24pp | 20q | +1.2%+$2.7M | |
| VANGUARD INDEX FDS | VO | $202.1M | 2,511,036 | +0.17pp | 31q | +308.0%+$152.5M | |
| GOLDMAN SACHS ETF TR | GEM | $172.5M | 3,357,316 | +0.34pp | 31q | HELD | |
| ISHARES TR | IEFA | $123.7M | 1,283,865 | -0.10pp | 31q | +1.0%+$1.2M | |
| ISHARES TR | USHY | $118.6M | 3,203,583 | -0.19pp | 17q | +3.7%+$4.2M | |
| ISHARES INC | IEMG | $113.9M | 1,393,406 | +0.07pp | 31q | -3.3%-$3.8M | |
| INVESCO ACTVELY MNGD ETC FD | PDBC | $109.6M | 6,921,377 | -0.50pp | 17q | +3.3%+$3.5M | |
| ISHARES TR | EMB | $90.8M | 937,805 | -0.09pp | 31q | +3.4%+$3.0M | |
| ISHARES TR | IVV | $70.5M | 94,718 | +0.38pp | 13q | +22.2%+$12.8M | |
| SCHWAB STRATEGIC TR | SCHX | $61.1M | 2,091,615 | +0.24pp | 31q | +14.1%+$7.5M | |
| ISHARES TR | IJR | $59.5M | 403,881 | flat | 13q | -6.8%-$4.3M | |
| VANGUARD INDEX FDS | VOO | $43.9M | 64,400 | +0.03pp | 13q | -0.5%-$240.4K | |
| SPDR INDEX SHS FDS | SPDW | $37.9M | 756,494 | +0.05pp | 31q | +6.1%+$2.2M | |
| VANGUARD TAX-MANAGED FDS | VEA | $33.8M | 476,632 | flat | 31q | -0.5%-$176.2K | |
| SPDR SERIES TRUST | SPTM | $25.4M | 281,572 | flat | 13q | -2.3%-$603.6K | |
| ISHARES TR | SMMD | $16.1M | 176,920 | +0.08pp | 11q | +12.5%+$1.8M | |
| SPDR SERIES TRUST | SPAB | $15.9M | 620,079 | -0.01pp | 31q | +8.7%+$1.3M | |
| VANGUARD CHARLOTTE FDS | BNDX | $15.1M | 310,749 | -0.04pp | 27q | +0.5%+$75.8K | |
| SCHWAB STRATEGIC TR | SCHB | $15.1M | 523,931 | +0.01pp | 31q | HELD | |
| VANGUARD INTL EQUITY INDEX F | VWO | $15.0M | 252,981 | -0.01pp | 31q | -1.3%-$201.2K | |
| SPDR INDEX SHS FDS | SPEM | $14.4M | 281,548 | -0.01pp | 31q | -1.8%-$268.2K | |
| VANGUARD BD INDEX FDS | BSV | $14.3M | 183,517 | -0.04pp | 27q | +1.1%+$153.5K | |
| SPDR SERIES TRUST | SPYG | $12.9M | 110,263 | +0.15pp | 12q | +65.5%+$5.1M | |
| SCHWAB STRATEGIC TR | SCHF | $12.6M | 456,464 | flat | 31q | HELD | |
| SCHWAB STRATEGIC TR | SCHE | $11.7M | 326,107 | flat | 31q | HELD | |
| ISHARES TR | IVW | $11.4M | 84,432 | +0.01pp | 12q | -3.3%-$394.2K | |
| BLACKROCK ETF TRUST | DYNF | $11.4M | 168,621 | +0.01pp | 10q | -0.6%-$72.4K | |
| SCHWAB STRATEGIC TR | SCHZ | $11.2M | 482,157 | -0.02pp | 31q | +3.1%+$333.3K | |
| VANGUARD BD INDEX FDS | BIV | $10.1M | 130,756 | -0.02pp | 26q | +3.9%+$377.4K | |
| ISHARES TR | IVE | $9.7M | 42,796 | -0.07pp | 10q | -20.3%-$2.5M | |
| VANGUARD INDEX FDS | VTV | $8.6M | 39,529 | flat | 22q | HELD | |
| VANGUARD INDEX FDS | VTI | $8.2M | 22,344 | flat | 31q | -1.4%-$117.9K | |
| ISHARES TR | GOVT | $7.2M | 314,903 | flat | 26q | +9.6%+$633.6K | |
| VANGUARD SCOTTSDALE FDS | VMBS | $7.0M | 148,909 | -0.02pp | 26q | +0.5%+$35.1K | |
| VANGUARD BD INDEX FDS | BLV | $6.8M | 98,063 | -0.02pp | 26q | +0.6%+$41.5K | |
| ISHARES TR | MBB | $6.5M | 68,576 | flat | 23q | +10.1%+$599.7K | |
| SPDR SERIES TRUST | SPHY | $6.2M | 263,612 | +0.01pp | 9q | +20.4%+$1.0M | |
| ISHARES TR | IWB | $6.1M | 15,111 | -0.01pp | 31q | -6.4%-$420.5K | |
| VANGUARD BD INDEX FDS | BND | $6.0M | 81,612 | -0.02pp | 31q | -1.1%-$68.3K | |
| ISHARES TR | EFG | $6.0M | 48,755 | +0.01pp | 25q | +5.1%+$291.7K | |
| VANGUARD INDEX FDS | VXF | $6.0M | 24,590 | +0.01pp | 26q | -0.9%-$54.0K | |
| BLACKROCK ETF TRUST | BAI | $5.8M | 113,468 | +0.01pp | 5q | -22.8%-$1.7M | |
| ISHARES TR | TLH | $4.8M | 47,481 | -0.05pp | 11q | -19.0%-$1.1M | |
| ISHARES TR | SHY | $4.7M | 57,713 | -0.01pp | 31q | HELD | |
| ISHARES TR | INTF | $4.7M | 115,189 | -0.01pp | 25q | -3.1%-$151.4K | |
| ISHARES TR | MTUM | $4.7M | 13,843 | -0.01pp | 7q | -25.1%-$1.6M | |
| BLACKROCK ETF TRUST | BLCR | $4.4M | 89,141 | +0.02pp | 2q | +11.6%+$462.5K | |
| VANGUARD INDEX FDS | VV | $4.3M | 12,715 | flat | 31q | -4.8%-$216.7K | |
| BLACKROCK ETF TRUST | IALT | $4.2M | 147,878 | - | new | NEW | |
| INVESCO EXCH TRADED FD TR II | PCY | $4.1M | 190,633 | flat | 31q | +3.6%+$143.7K | |
| ISHARES TR | IJH | $4.1M | 53,698 | flat | 13q | -4.9%-$209.5K | |
| VANGUARD MUN BD FDS | VTEB | $4.1M | 80,055 | +0.01pp | 22q | +16.9%+$586.6K | |
| BLACKROCK ETF TRUST | CORO | $3.9M | 107,860 | - | new | NEW | |
| BLACKROCK ETF TRUST | IDEF | $3.7M | 117,322 | flat | 2q | +20.4%+$622.4K | |
| BLACKROCK ETF TRUST | LCTU | $3.6M | 45,034 | flat | 17q | -4.3%-$160.4K | |
| ISHARES TR | ESGU | $3.5M | 21,765 | flat | 26q | -2.3%-$84.7K | |
| BLACKROCK ETF TRUST II | GGOV | $3.5M | 68,509 | - | new | NEW | |
| ABRDN ETFS | BCI | $3.4M | 155,594 | -0.02pp | 17q | HELD | |
| FIDELITY COVINGTON TRUST | FREL | $3.4M | 113,284 | flat | 31q | -1.1%-$39.1K | |
| ISHARES TR | EFV | $3.4M | 43,820 | -0.15pp | 22q | -59.7%-$5.0M | |
| ISHARES TR | TIP | $3.2M | 29,512 | -0.01pp | 31q | -3.2%-$106.7K | |
| WISDOMTREE TR | IQDG | $3.2M | 74,859 | flat | 4q | +1.6%+$50.6K | |
| BLACKROCK ETF TRUST | THRO | $3.2M | 74,868 | -0.04pp | 6q | -38.4%-$2.0M | |
| SCHWAB STRATEGIC TR | SCHO | $3.0M | 123,085 | -0.01pp | 31q | +1.7%+$48.7K | |
| VANGUARD SCOTTSDALE FDS | VGIT | $3.0M | 50,028 | +0.03pp | 7q | +71.5%+$1.2M | |
| INVESCO EXCH TRADED FD TR II | PXH | $3.0M | 106,364 | -0.01pp | 29q | -5.8%-$181.2K | |
| SPDR SERIES TRUST | HYMB | $2.8M | 109,265 | +0.01pp | 9q | +18.2%+$428.4K | |
| INVESCO EXCHANGE TRADED FD T | PRF | $2.6M | 48,682 | flat | 20q | -5.6%-$157.2K | |
| ISHARES TR | DSI | $2.5M | 17,526 | flat | 19q | -2.3%-$59.2K | |
| SPDR SERIES TRUST | SPTS | $2.4M | 82,327 | -0.01pp | 31q | -1.6%-$38.0K | |
| ISHARES TR | EAGG | $2.3M | 49,186 | +0.01pp | 17q | +27.1%+$500.0K | |
| ISHARES TR | MUB | $2.3M | 21,235 | flat | 31q | +10.2%+$210.9K | |
| INVESCO EXCHANGE TRADED FD T | XMMO | $2.3M | 13,574 | flat | 2q | +2.8%+$61.4K | |
| SPDR SERIES TRUST | SPSM | $2.1M | 36,714 | - | new | NEW | |
| ISHARES TR | USXF | $1.9M | 28,043 | flat | 21q | -5.2%-$105.8K | |
| ISHARES TR | IWR | $1.9M | 17,285 | flat | 4q | -4.3%-$85.3K | |
| BLACKROCK ETF TRUST II | BINC | $1.9M | 36,135 | -0.06pp | 10q | -51.3%-$2.0M | |
| ISHARES TR | IJS | $1.8M | 13,144 | flat | 11q | -5.5%-$104.0K | |
| VANGUARD INDEX FDS | VB | $1.7M | 5,702 | flat | 31q | -2.5%-$44.9K | |
| SCHWAB STRATEGIC TR | SCHP | $1.7M | 63,295 | flat | 31q | +2.2%+$36.7K | |
| VANGUARD MUN BD FDS | VTEI | $1.7M | 16,637 | flat | 6q | +9.5%+$145.3K | |
| ISHARES TR | SUSC | $1.7M | 71,806 | -0.02pp | 18q | -27.1%-$620.1K | |
| SPDR SERIES TRUST | SPIP | $1.5M | 57,557 | -0.01pp | 31q | -1.7%-$26.3K | |
| RUSSELL INVTS EXCHANGE TRADE | RGLO | $1.5M | 45,583 | flat | 3q | -3.1%-$47.4K | |
| JOHN HANCOCK EXCHANGE TRADED | JHML | $1.5M | 16,386 | flat | 18q | -0.8%-$11.2K | |
| ISHARES TR | USRT | $1.4M | 21,243 | flat | 31q | -2.8%-$41.1K | |
| ISHARES GOLD TR | IAU | $1.4M | 18,924 | flat | 7q | +14.3%+$178.6K | |
| ISHARES INC | ESGE | $1.4M | 25,545 | -0.01pp | 25q | -18.7%-$317.3K | |
| ISHARES TR | SYSB | $1.3M | 14,404 | flat | 3q | +6.5%+$78.4K | |
| SCHWAB STRATEGIC TR | SCHK | $1.3M | 35,494 | flat | 6q | -7.9%-$108.6K | |
| VANGUARD WHITEHALL FDS | VYMI | $1.3M | 12,724 | flat | 10q | +11.3%+$127.1K | |
| ISHARES TR | EVUS | $1.1M | 32,519 | flat | 4q | +0.9%+$10.6K | |
| SCHWAB STRATEGIC TR | SCHH | $1.1M | 44,919 | flat | 31q | +0.9%+$9.3K | |
| VANGUARD WHITEHALL FDS | VYM | $1.1M | 6,743 | flat | 14q | +11.4%+$109.2K | |
| ISHARES TR | LMUB | $1.1M | 20,591 | flat | 2q | +10.6%+$101.3K | |
| ISHARES TR | DMXF | $996.1K | 11,868 | flat | 21q | +0.7%+$7.4K | |
| DBX ETF TR | HYLB | $923.4K | 25,285 | flat | 28q | +4.6%+$40.4K | |
| ISHARES TR | SUSB | $871.8K | 34,853 | - | new | NEW | |
| JOHN HANCOCK EXCHANGE TRADED | JHMD | $839.2K | 18,933 | flat | 17q | HELD | |
| ISHARES TR | DGRO | $826.2K | 10,878 | flat | 16q | +4.9%+$38.5K | |
| VANGUARD WHITEHALL FDS | VWOB | $818.1K | 12,124 | flat | 17q | -6.5%-$57.3K | |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | $806.5K | 10,792 | flat | 17q | -0.8%-$6.4K | |
| JOHN HANCOCK EXCHANGE TRADED | JHEM | $754.4K | 19,028 | flat | 17q | -1.9%-$14.7K | |
| VANGUARD INDEX FDS | VUG | $722.4K | 8,514 | flat | 23q | +541.1%+$609.7K | |
| RUSSELL INVTS EXCHANGE TRADE | RINT | $645.9K | 20,341 | flat | 3q | -2.6%-$17.2K | |
| BLACKROCK ETF TRUST | BALI | $634.5K | 18,861 | +0.01pp | 7q | +46.1%+$200.2K | |
| WISDOMTREE TR | DGS | $600.8K | 9,365 | flat | 8q | +0.7%+$3.9K | |
| SCHWAB STRATEGIC TR | FNDF | $557.1K | 10,591 | flat | 5q | -5.4%-$31.5K | |
| ISHARES TR | ESGD | $529.0K | 5,162 | -0.01pp | 5q | -27.2%-$197.5K | |
| APPLE INC | AAPL | $517.9K | 1,838 | flat | 23q | HELD | |
| ISHARES TR | ISTB | $510.2K | 10,563 | flat | 5q | +20.4%+$86.4K | |
| BLACKROCK ETF TRUST | LCTD | $509.1K | 8,864 | flat | 12q | -3.7%-$19.8K | |
| VANGUARD INDEX FDS | VNQ | $494.9K | 5,037 | flat | 8q | -0.8%-$4.1K | |
| RUSSELL INVTS EXCHANGE TRADE | REMG | $469.1K | 12,822 | flat | 3q | -3.6%-$17.7K | |
| ISHARES TR | STIP | $468.5K | 4,584 | - | new | NEW | |
| SPDR SERIES TRUST | SPYM | $439.2K | 5,038 | flat | 3q | +30.9%+$103.7K | |
| VANGUARD WELLINGTON FD | VTES | $437.5K | 4,319 | flat | 5q | +11.3%+$44.4K | |
| BLACKROCK ETF TRUST II | CLOA | $435.0K | 8,376 | flat | 5q | -14.9%-$75.9K | |
| JOHN HANCOCK EXCHANGE TRADED | JHHY | $410.5K | 16,040 | - | new | NEW | |
| ISHARES TR | HYG | $399.8K | 4,997 | flat | 25q | -8.2%-$35.6K | |
| SPDR SERIES TRUST | SPMD | $379.6K | 5,663 | flat | 5q | +0.7%+$2.5K | |
| ISHARES TR | EUSB | $341.8K | 7,835 | flat | 22q | +12.0%+$36.6K | |
| ISHARES TR | QUAL | $323.0K | 1,486 | -0.13pp | 14q | -94.0%-$5.1M | |
| JOHN HANCOCK EXCHANGE TRADED | JHSC | $321.7K | 6,631 | flat | 11q | HELD | |
| SPDR SERIES TRUST | TFI | $320.8K | 7,003 | flat | 2q | +1.2%+$3.9K | |
| ISHARES TR | ACWX | $308.5K | 4,086 | flat | 2q | +31.2%+$73.3K | |
| ISHARES TR | IGEB | $268.2K | 5,924 | flat | 5q | +6.1%+$15.4K | |
| ISHARES TR | HDV | $260.5K | 9,406 | flat | 2q | +404.3%+$208.8K | |
| SPDR SERIES TRUST | SHM | $257.6K | 5,369 | flat | 2q | +16.4%+$36.4K | |
| BLACKROCK ETF TRUST II | HIMU | $255.9K | 5,136 | flat | 6q | +11.2%+$25.8K | |
| RUSSELL INVTS EXCHANGE TRADE | RUSC | $250.3K | 6,443 | flat | 3q | -3.4%-$8.8K | |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | $246.0K | 12,596 | flat | 7q | +0.9%+$2.2K | |
| INVESCO EXCH TRD SLF IDX FD | BSCS | $245.4K | 12,049 | flat | 3q | +0.7%+$1.6K | |
| INVESCO EXCH TRD SLF IDX FD | BSCR | $245.4K | 12,511 | flat | 7q | +0.9%+$2.2K | |
| ISHARES TR | ICLN | $237.0K | 11,920 | - | new | NEW | |
| ISHARES TR | IAGG | $221.5K | 4,377 | -0.12pp | 5q | -94.7%-$4.0M | |
| VANECK ETF TRUST | EMLC | $211.4K | 8,262 | flat | 2q | +0.8%+$1.7K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Capital Markets | $1.4M | 0.0% |
| Other sectors | $517.9K | 0.0% |
| Not classified | $3.8B | 99.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $3.8B | 142 | 8 | 68 | 56 | 5 | 71.2% | 7 |
| Q1 2026 | $3.4B | 139 | 11 | 72 | 51 | 9 | 71.1% | 14 |
| Q4 2025 | $3.4B | 137 | 8 | 80 | 37 | 9 | 66.3% | 16 |
| Q3 2025 | $3.2B | 138 | 7 | 65 | 56 | 2 | 66.4% | 21 |
| Q2 2025 | $3.0B | 133 | 10 | 72 | 44 | 4 | 63.6% | 18 |
| Q1 2025 | $2.8B | 127 | 9 | 70 | 31 | 6 | 64.8% | 9 |
| Q4 2024 | $2.8B | 124 | 11 | 79 | 29 | 5 | 65.2% | 42 |
| Q3 2024 | $2.8B | 118 | 8 | 58 | 46 | 13 | 65.6% | 45 |
| Q2 2024 | $2.7B | 123 | 7 | 73 | 36 | 11 | 64.8% | 40 |
| Q1 2024 | $2.7B | 127 | 17 | 54 | 50 | 6 | 62.7% | 40 |
| Q4 2023 | $2.6B | 116 | 10 | 54 | 47 | 2 | 61.4% | 39 |
| Q3 2023 | $2.5B | 108 | 7 | 38 | 61 | 4 | 60.3% | 44 |
| Q2 2023 | $2.6B | 105 | 9 | 53 | 35 | 1 | 59.8% | 27 |
| Q1 2023 | $1.8B | 97 | 10 | 58 | 24 | 19 | 63.8% | 33 |
| Q4 2022 | $2.0B | 106 | 10 | 53 | 36 | 1 | 65.6% | 34 |
| Q3 2022 | $1.9B | 97 | 3 | 51 | 36 | 1 | 65.2% | 41 |
| Q2 2022 | $1.9B | 95 | 15 | 44 | 32 | 6 | 67.6% | 42 |
| Q1 2022 | $2.1B | 86 | 7 | 54 | 24 | 3 | 71.5% | 40 |
| Q4 2021 | $2.1B | 82 | 3 | 64 | 13 | 1 | 72.4% | 45 |
| Q3 2021 | $2.0B | 80 | 2 | 56 | 22 | 3 | 72.0% | 13 |
| Q2 2021 | $1.9B | 81 | 10 | 66 | 4 | 4 | 75.6% | 41 |
| Q1 2021 | $1.6B | 75 | 9 | 55 | 8 | 6 | 76.4% | 42 |
| Q4 2020 | $1.4B | 72 | 6 | 61 | 5 | 4 | 78.2% | 39 |
| Q3 2020 | $1.1B | 70 | 7 | 56 | 7 | 0 | 78.9% | 44 |
| Q2 2020 | $935.3M | 63 | 11 | 39 | 11 | 3 | 79.6% | 35 |
| Q1 2020 | $736.2M | 55 | 9 | 33 | 12 | 0 | 75.9% | 35 |
| Q4 2019 | $812.1M | 46 | 3 | 27 | 12 | 0 | 75.1% | 28 |
| Q3 2019 | $702.4M | 43 | 1 | 29 | 10 | 6 | 73.7% | 43 |
| Q2 2019 | $641.9M | 48 | 1 | 41 | 6 | 0 | 64.6% | 36 |
| Q1 2019 | $564.3M | 47 | 0 | 32 | 13 | 0 | 63.4% | 31 |
| Q4 2018 | $469.8M | 47 | 0 | 0 | 0 | 0 | 62.0% | 30 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.