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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 $3.23 billion in total holdings as of September 30, 2025.
  • Sigfig Wealth Management, LLC owns shares of 138 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 8.45% of the portfolio was purchased this quarter.
  • About 7.13% of the portfolio was sold this quarter.
  • This quarter, Sigfig Wealth Management, LLC has purchased 133 new stocks and bought additional shares in 71 stocks.
  • Sigfig Wealth Management, LLC sold shares of 59 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

464289438 - iShares Russell Top 200 Growth ETF
$3,932,108 Holding
464288760 - iShares U.S. Aerospace & Defense ETF
$1,912,852 Holding
46436E221 - iShares ESG Aware MSCI USA Value ETF
$691,772 Holding
35473M105 - Franklin Responsibly Sourced Gold ETF
$385,120 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
364,066 shares (about $106.73M)
iShares U.S. Equity Factor ETF
509,729 shares (about $35.13M)
iShares Core U.S. Aggregate Bond ETF
317,832 shares (about $31.86M)
iShares Core Total USD Bond Market ETF
303,906 shares (about $14.20M)

Largest Sales this Quarter

Vanguard Extended Market ETF
528,248 shares (about $110.80M)
iShares Core S&P Small-Cap ETF
368,832 shares (about $43.74M)
Invesco S&P 500 Momentum ETF
83,105 shares (about $10.03M)
iShares MSCI USA Momentum Factor ETF
15,425 shares (about $3.94M)

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
$523,288,014$9,650,833 1.9%3,604,14016.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$348,199,975$31,864,066 10.1%3,473,16310.8%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$223,753,925$18,923,492 -7.8%1,720,7906.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$206,680,794$14,195,428 7.4%4,424,7726.4%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$180,332,946$3,824,500 -2.1%4,401,5955.6%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$171,515,555$35,130,453 25.8%2,488,6235.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$157,971,360$106,725,656 208.3%538,8774.9%ETF
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$130,604,188$3,385,899 -2.5%3,220,0334.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$104,988,779$1,217,777 -1.1%1,209,1443.2%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$100,468,240$11,357,165 12.7%7,453,1633.1%Manufacturing
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$96,036,783$9,402,904 10.9%2,540,6653.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$92,295,627$685,120 0.7%1,407,2282.9%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$74,677,555$4,072,640 5.8%783,0012.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$44,219,659$43,735,973 -49.7%372,9111.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$44,089,555$6,064,189 15.9%66,1251.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$40,514,977$33,557 0.1%66,4041.3%ETF
iShares ESG Advanced MSCI USA ETF stock logo
USXF
iShares ESG Advanced MSCI USA ETF
$38,047,598$333,681 -0.9%667,2681.2%Manufacturing
Xtrackers MSCI USA Selection Equity ETF stock logo
USSG
Xtrackers MSCI USA Selection Equity ETF
$35,722,041$4,183,681 13.3%585,9921.1%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$35,578,963$3,263,780 10.1%740,7661.1%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$34,668,368$3,922,026 12.8%1,319,9881.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$30,965,291$1,108,117 -3.5%519,0331.0%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$27,006,517$2,128,690 8.6%614,6940.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$26,777,069$956,544 3.7%629,5470.8%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$25,018,697$1,042,563 -4.0%312,1090.8%ETF
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$17,105,701$344,580 -2.0%226,7160.5%Manufacturing
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$14,556,087$598,018 -3.9%270,3750.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$14,264,261$678,821 -4.5%308,3490.4%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$13,511,629$1,436,242 -9.6%528,6240.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$13,206,297$74,669 0.6%267,0640.4%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$13,134,138$616,820 4.9%508,4200.4%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$13,008,858$153,801 1.2%300,8590.4%Manufacturing
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$12,480,335$56,091 0.5%158,1990.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,808,953$523,423 4.6%113,4820.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$11,774,881$1,723,615 17.1%199,4730.4%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$11,182,527$1,326,070 -10.6%484,2050.3%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$11,171,659$1,340,011 -10.7%338,8070.3%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$10,908,947$1,030,000 10.4%229,8080.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$9,986,847$352,709 -3.4%426,4190.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$9,713,098$490,732 -4.8%80,8350.3%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$9,018,276$2,485,855 -21.6%200,4960.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,985,998$1,913,873 -17.6%46,4730.3%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$8,906,222$122,383 -1.4%114,0360.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$8,708,072$317,963 3.8%42,3130.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$8,536,439$1,742,559 -17.0%126,3350.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$8,185,201$3,785,026 86.0%24,6960.3%ETF
iShares Russell 2500 ETF stock logo
SMMD
iShares Russell 2500 ETF
$8,135,820$1,137,436 16.3%110,4960.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$8,037,620$520,112 -6.1%24,6640.2%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$6,805,635$1,139,068 20.1%65,9970.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$6,337,617$291,088 -4.4%34,1170.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$6,251,832$15,654 -0.2%132,9890.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,223,525$233,380 -3.6%83,6540.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$6,162,085$143,270 -2.3%16,9460.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$6,015,390$110,795,598 -94.9%28,6800.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$5,996,638$21,232 -0.4%84,4480.2%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$5,569,213$295,281 5.6%58,5060.2%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$5,463,175$10,031,533 -64.7%45,2590.2%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$4,598,844$306,614 7.1%86,3630.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$4,518,249$223,409 5.2%54,5040.1%Manufacturing
BLACKROCK ETF TRUST
$4,479,047$2,752,890 159.5%131,4660.1%ISHARES A I INNO
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$4,323,124$102,252 -2.3%120,7920.1%ETF
BTHM
BlackRock Future U.S. Themes ETF
$4,272,760$14,832 0.3%113,2160.1%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$4,109,109$5,234 -0.1%190,7670.1%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$3,932,108$3,932,108 New Holding14,4600.1%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$3,846,215$292,710 8.2%74,9900.1%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$3,790,809$395,436 -9.4%176,6390.1%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,748,801$461,849 -11.0%12,2160.1%ETF
BlackRock U.S. Carbon Transition Readiness ETF stock logo
LCTU
BlackRock U.S. Carbon Transition Readiness ETF
$3,716,806$25,603 -0.7%51,3910.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,667,178$27,054 -0.7%56,2540.1%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$3,567,946$905,272 34.0%24,5740.1%Manufacturing
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$3,538,174$608,209 20.8%147,7320.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,304,916$1,226,716 59.0%45,8000.1%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,232,286$82,024 2.6%29,0820.1%ETF
Fidelity MSCI Real Estate Index ETF stock logo
FREL
Fidelity MSCI Real Estate Index ETF
$2,930,083$3,100 0.1%105,8490.1%ETF
Invesco RAFI Emerging Markets ETF stock logo
PXH
Invesco RAFI Emerging Markets ETF
$2,893,209$91,247 -3.1%113,8610.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$2,801,843$3,943,287 -58.5%10,9600.1%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$2,720,404$142,684 5.5%111,5360.1%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$2,695,133$119,826 -4.3%92,0150.1%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,478,289$23,177 -0.9%19,7820.1%ETF
WisdomTree International Quality Dividend Growth Fund stock logo
IQDG
WisdomTree International Quality Dividend Growth Fund
$2,435,957$2,435,957 New Holding61,4520.1%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,413,861$2,390,738 -49.8%48,2290.1%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$2,326,262$264,111 12.8%98,6750.1%Manufacturing
John Hancock Multifactor Large Cap ETF stock logo
JHML
John Hancock Multifactor Large Cap ETF
$2,107,365$308,808 -12.8%26,9760.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,035,242$552,357 -21.3%19,1270.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,912,852$1,912,852 New Holding9,3110.1%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$1,863,961$132,166 7.6%41,2660.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,732,240$1,332,473 -43.5%6,8160.1%ETF
SPDR Portfolio TIPS ETF stock logo
SPIP
SPDR Portfolio TIPS ETF
$1,694,765$58,083 -3.3%64,5130.1%ETF
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$1,591,267$348,182 28.0%63,8550.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,504,153$122,413 -7.5%55,8960.0%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,432,232$4,142 0.3%23,8590.0%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,378,150$43,462 -3.1%23,6550.0%ETF
VANGUARD MUN BD FDS
$1,364,066$574,275 72.7%13,6080.0%INTERMEDIATE TRM
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$1,330,430$79,267 6.3%12,0510.0%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,317,339$87,010 7.1%12,7480.0%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$1,250,890$73,013 6.2%54,1040.0%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1,049,341$142,389 15.7%11,3270.0%Manufacturing
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$868,492$40,748 4.9%6,1810.0%ETF
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$847,261$33,113 -3.8%12,6400.0%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$841,159$3,553 0.4%26,2780.0%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$832,242$179,250 -17.7%38,8890.0%ETF

Showing largest 100 holdings. View all holdings.
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