Free Trial

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

About Sigfig Wealth Management, LLC

Investment Activity

  • Sigfig Wealth Management, LLC has $2.72 billion in total holdings as of March 31, 2024.
  • Sigfig Wealth Management, LLC owns shares of 127 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 3.50% of the portfolio was purchased this quarter.
  • About 4.75% of the portfolio was sold this quarter.
  • This quarter, Sigfig Wealth Management, LLC has purchased 116 new stocks and bought additional shares in 56 stocks.
  • Sigfig Wealth Management, LLC sold shares of 53 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

Invesco S&P 500 Momentum ETF
$5,009,114 Holding
iShares S&P 500 Value ETF
$4,080,510 Holding

Largest Purchases this Quarter

iShares Core Total USD Bond Market ETF
221,461 shares (about $10.10M)
BlackRock U.S. Equity Factor Rotation ETF
156,072 shares (about $6.93M)
Invesco S&P 500 Momentum ETF
62,442 shares (about $5.01M)
iShares S&P 500 Value ETF
21,843 shares (about $4.08M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF
503,285 shares (about $30.97M)
iShares Core S&P 500 ETF
20,956 shares (about $11.02M)
Vanguard FTSE Developed Markets ETF
134,041 shares (about $6.69M)
Vanguard Russell 1000
26,204 shares (about $6.24M)
iShares S&P Small-Cap 600 Value ETF
58,016 shares (about $5.96M)

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
$417,579,445$212,838 -0.1%3,621,78215.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$272,023,896$3,536,949 1.3%2,780,26710.0%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$208,151,719$1,446,415 0.7%2,005,5127.6%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$163,116,732$10,096,390 6.6%3,577,9126.0%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$144,461,133$3,219,000 2.3%4,212,9335.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$111,304,115$633,424 0.6%635,0464.1%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$110,121,564$853,155 0.8%2,046,4954.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$98,118,115$3,159,997 -3.1%1,325,2793.6%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$97,653,507$3,618,693 3.8%3,115,9483.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$86,125,260$2,574,996 -2.9%779,2763.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$77,637,139$30,967,126 -28.5%1,261,7772.8%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$75,571,823$7,202,104 10.5%5,448,6062.8%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$74,297,354$11,017,218 -12.9%141,3222.7%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$70,905,991$2,758,215 4.0%1,937,8602.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$67,424,454$2,184,052 -3.1%1,310,5162.5%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$56,945,115$1,855,595 3.4%637,1822.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$44,534,638$6,690,675 -13.1%892,2071.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$35,394,732$5,181,440 -12.8%73,6321.3%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$25,907,668$2,180,063 -7.8%443,6621.0%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$25,182,886$2,273,797 9.9%557,7610.9%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$21,441,981$2,962,049 16.0%455,6310.8%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$19,822,876$4,237,440 -17.6%777,0210.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$18,378,220$1,920,429 -9.5%441,7540.7%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$16,889,954$2,393,253 16.5%394,3490.6%ETF
X-trackers MSCI USA ESG Leaders Equity ETF stock logo
USSG
X-trackers MSCI USA ESG Leaders Equity ETF
$16,734,130$1,802,227 12.1%339,0230.6%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$16,474,128$472,749 -2.8%488,9460.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$15,979,858$3,647,911 -18.6%315,8070.6%ETF
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$15,868,537$6,244,937 -28.2%66,5850.6%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$15,180,441$923,118 -5.7%420,3770.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$12,847,456$811,980 6.7%261,1800.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$12,269,198$2,982,370 -19.6%114,0540.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$11,407,686$122,519 1.1%148,7890.4%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$11,247,998$1,185,728 11.8%165,0970.4%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$10,505,842$1,139,838 12.2%260,8860.4%ETF
Vanguard Total Stock Market Index Fund ETF Shares stock logo
VTI
Vanguard Total Stock Market Index Fund ETF Shares
$9,725,825$1,401,634 -12.6%41,0090.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$9,204,200$596,001 -6.1%180,0530.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$7,906,028$197,404 2.6%104,8510.3%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$7,575,359$3,042,086 -28.7%89,0590.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$7,235,493$329 0.0%44,0250.3%ETF
DYNF
BlackRock U.S. Equity Factor Rotation ETF
$6,929,604$6,929,604 New Holding156,0720.3%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$6,850,103$727,457 11.9%212,5400.3%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,698,534$281,317 4.4%92,2450.2%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$6,563,160$899,496 15.9%143,6460.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$6,448,703$118,635 -1.8%209,3300.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$6,081,289$1,003,013 19.8%31,1700.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$5,820,008$290,467 5.3%339,0420.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$5,753,804$335,736 6.2%126,1520.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$5,743,159$439,989 8.3%163,3710.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,485,856$363,580 7.1%59,3580.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$5,479,571$416,377 -7.1%20,0560.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,383,501$357,092 7.1%74,4300.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,306,743$3,292,586 163.5%62,8460.2%ETF
SPMO
Invesco S&P 500 Momentum ETF
$5,009,114$5,009,114 New Holding62,4420.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,600,678$1,142,454 33.0%80,8020.2%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$4,361,816$1,763,168 -28.8%80,1800.2%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$4,101,456$270,683 7.1%39,5170.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,080,510$4,080,510 New Holding21,8430.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$3,996,277$305,515 -7.1%49,0910.1%Manufacturing
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,867,607$216,586 -5.3%36,1250.1%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$3,691,424$3,691,424 New Holding42,2890.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$3,638,699$333,365 -8.4%123,3730.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,562,563$558,936 18.6%21,8750.1%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$3,557,965$139,054 -3.8%119,2350.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,292,793$214,820 -6.1%13,7340.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,105,509$123,713 4.1%22,9940.1%Manufacturing
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$2,926,015$2,870 0.1%50,9670.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,919,955$412,826 -12.4%12,7740.1%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$2,795,521$279,317 -9.1%107,1500.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,730,888$2,181,005 396.6%44,9600.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,671,146$842,693 -24.0%28,2300.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$2,570,223$9,781 0.4%157,4110.1%ETF
BlackRock Flexible Income ETF stock logo
BINC
BlackRock Flexible Income ETF
$2,477,371$2,477,371 New Holding47,2240.1%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$2,331,643$1,353,701 138.4%40,5010.1%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,268,966$70,217 -3.0%6,5920.1%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$2,240,066$179,708 -7.4%86,6320.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,150,192$775,753 -26.5%49,9580.1%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$2,076,525$777,673 -27.2%35,7590.1%ETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$2,051,584$8,569 -0.4%20,3510.1%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,990,253$1,990,253 New Holding57,0600.1%ETF
Invesco FTSE RAFI Emerging Markets ETF stock logo
PXH
Invesco FTSE RAFI Emerging Markets ETF
$1,928,835$56,648 3.0%99,1180.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,914,409$659,959 52.6%26,1710.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,903,813$1,772,646 -48.2%16,5610.1%Manufacturing
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$1,750,010$87,581 5.3%88,5190.1%ETF
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$1,746,476$237,608 15.7%26,9680.1%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$1,742,541$1,742,541 New Holding15,8340.1%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,691,543$1,691,543 New Holding14,7270.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$1,688,867$59,518 3.7%39,1300.1%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,630,106$137,987 -7.8%31,9790.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$1,500,303$1,500,303 New Holding8,0080.1%ETF
JPMorgan Ultra-Short Municipal Income ETF stock logo
JMST
JPMorgan Ultra-Short Municipal Income ETF
$1,494,344$716,956 -32.4%29,4510.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,463,998$67,511 4.8%6,9610.1%Finance
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$1,402,804$66,395 5.0%61,0180.1%Manufacturing
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$1,350,359$69,591 -4.9%35,1020.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,292,506$941,003 -42.1%2,4710.0%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,193,627$1,594,117 -57.2%10,9590.0%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,116,723$63,720 6.1%4,4690.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,060,758$252,791 31.3%46,5860.0%ETF
iShares Global Energy ETF stock logo
IXC
iShares Global Energy ETF
$929,266$138,771 17.6%21,6360.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$899,143$73,224 8.9%21,3660.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$819,999$872,486 -51.6%10,3580.0%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: