SigFig Wealth Management, LLC

CIK 0001696957 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026

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Filer information

Filed by: SigFig Wealth Management, LLC, CCO
Address: 2443 FILLMORE STREET, #380-1512, SAN FRANCISCO, CA, 94115
Phone: 203-382-4012
AUM: $3.35B

AUM over time

$4.00B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyFinancialsEnergyOther

Holdings by filing

Portfolio value: $3.02B133 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMD K1	$4.0M	0.1%Prev: 0.1%	191,010 SH	Increased+35,474 SH
APPLE INC	COM	$368K	0.0%Prev: 0.0%	1,830 SH	Decreased-8 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.5M	0.0%Prev: 0.1%	50,665 SH	Decreased-96,220 SH
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$351K	0.0%	11,731 SH	New
BLACKROCK ETF TRUST	ISHARES INTL DIV	$324K	0.0%	11,891 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$9.2M	0.3%Prev: 0.3%	170,274 SH	Decreased+580 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$4.0M	0.1%Prev: 0.1%	112,823 SH	Decreased-8,621 SH
BLACKROCK ETF TRUST	US CARBON TRANS	$3.5M	0.1%	51,745 SH	New
BLACKROCK ETF TRUST	WORLD EX US CARB	$650K	0.0%	12,828 SH	New
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$240K	0.0%Prev: 0.0%	4,617 SH	Decreased-5,221 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.3M	0.1%Prev: 0.1%	80,605 SH	Increased+6,430 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$392K	0.0%Prev: 0.0%	8,104 SH	Increased+3,485 SH
DBX ETF TR	XTRACK USD HIGH	$810K	0.0%Prev: 0.0%	22,005 SH	Decreased-2,174 SH
DBX ETF TR	XTRACKERS MSCI	$29.3M	1.0%	517,362 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$2.8M	0.1%Prev: 0.1%	105,737 SH	Decreased-8,857 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$201K	0.0%Prev: 0.0%	8,155 SH	Decreased+433 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$122.7M	4.1%Prev: 4.2%	3,303,512 SH	Decreased-42,387 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$177.9M	5.9%Prev: 6.1%	4,494,944 SH	Decreased-363,391 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$225.3M	7.5%Prev: 7.2%	1,866,322 SH	Decreased-109,095 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$86.1M	2.9%Prev: 3.4%	6,610,640 SH	Decreased-91,054 SH
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$4.0M	0.1%Prev: 0.1%	195,065 SH	Increased+11,043 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$2.7M	0.1%Prev: 0.1%	117,452 SH	Decreased+4,564 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$14.4M	0.5%	128,364 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$205K	0.0%	9,891 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$206K	0.0%Prev: 0.0%	10,546 SH	Decreased-1,937 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$206K	0.0%Prev: 0.0%	10,494 SH	Decreased-1,903 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.6M	0.1%Prev: 0.1%	38,340 SH	Decreased-13,253 SH
ISHARES GOLD TR	ISHARES NEW	$1.8M	0.1%Prev: 0.0%	28,800 SH	Increased+12,240 SH
ISHARES INC	CORE MSCI EMKT	$83.5M	2.8%Prev: 2.9%	1,396,782 SH	Decreased-43,621 SH
ISHARES INC	ESG AWR MSCI EM	$11.6M	0.4%Prev: 0.0%	297,302 SH	Increased+265,872 SH
ISHARES TR	0-5 YR TIPS ETF	$1.2M	0.0%	11,906 SH	New
ISHARES TR	1 3 YR TREAS BD	$4.3M	0.1%Prev: 0.1%	51,809 SH	Decreased-5,621 SH
ISHARES TR	10-20 YR TRS ETF	$5.5M	0.2%Prev: 0.2%	54,951 SH	Decreased-3,656 SH
ISHARES TR	A RATE CP BD ETF	$667K	0.0%Prev: 0.0%	13,997 SH	Increased+7,499 SH
ISHARES TR	BROAD USD HIGH	$85.7M	2.8%Prev: 3.3%	2,291,910 SH	Decreased-798,124 SH
ISHARES TR	CONV BD ETF	$426K	0.0%Prev: 0.0%	4,751 SH	Increased+1,419 SH
ISHARES TR	CORE 1 5 YR USD	$245K	0.0%Prev: 0.0%	5,037 SH	Decreased-3,738 SH
ISHARES TR	CORE DIV GRWTH	$629K	0.0%Prev: 0.0%	9,885 SH	Decreased-486 SH
ISHARES TR	CORE INTL AGGR	$3.5M	0.1%Prev: 0.1%	69,283 SH	Decreased-13,245 SH
ISHARES TR	CORE MSCI EAFE	$101.9M	3.4%Prev: 3.4%	1,223,169 SH	Decreased-47,901 SH
ISHARES TR	CORE S&P MCP ETF	$3.5M	0.1%Prev: 0.1%	56,669 SH	Decreased+233 SH
ISHARES TR	CORE S&P SCP ETF	$81.2M	2.7%Prev: 1.6%	741,743 SH	Increased+308,463 SH
ISHARES TR	CORE S&P TTL STK	$475.3M	15.7%Prev: 16.9%	3,537,670 SH	Decreased-504,679 SH
ISHARES TR	CORE S&P500 ETF	$35.2M	1.2%Prev: 1.5%	57,030 SH	Decreased-20,463 SH
ISHARES TR	CORE TOTAL USD	$189.9M	6.3%	4,120,866 SH	New
ISHARES TR	CORE US AGGBD ET	$311.7M	10.3%Prev: 12.0%	3,155,331 SH	Decreased-959,643 SH
ISHARES TR	CRE U S REIT ETF	$1.4M	0.0%Prev: 0.0%	24,401 SH	Increased+2,550 SH
ISHARES TR	EAFE GRWTH ETF	$4.1M	0.1%Prev: 0.2%	36,810 SH	Decreased-9,577 SH
ISHARES TR	EAFE VALUE ETF	$9.7M	0.3%Prev: 0.2%	152,124 SH	Increased+43,448 SH
ISHARES TR	ESG ADV TTL USD	$24.6M	0.8%	566,243 SH	New
ISHARES TR	ESG ADVNCD HY BD	$9.9M	0.3%	208,110 SH	New
ISHARES TR	ESG AW MSCI EAFE	$872K	0.0%Prev: 0.0%	9,790 SH	Increased+2,701 SH
ISHARES TR	ESG AWARE MSCI	$10.6M	0.3%	255,762 SH	New
ISHARES TR	ESG AWR MSCI USA	$2.5M	0.1%Prev: 0.1%	18,339 SH	Decreased-36,165 SH
ISHARES TR	ESG AWR US AGRGT	$31.9M	1.1%Prev: 0.1%	672,813 SH	Increased+634,129 SH
ISHARES TR	ESG AWRE USD ETF	$2.0M	0.1%Prev: 0.1%	87,472 SH	Decreased-10,982 SH
ISHARES TR	ESG EAFE ETF	$17.2M	0.6%Prev: 0.0%	231,283 SH	Increased+219,503 SH
ISHARES TR	ESG MSCI KLD 400	$2.3M	0.1%Prev: 0.1%	19,967 SH	Increased+2,021 SH
ISHARES TR	ESG MSCI USA ETF	$36.1M	1.2%Prev: 0.0%	673,120 SH	Increased+643,532 SH
ISHARES TR	ESG OPTIMIZED	$304K	0.0%	2,415 SH	New
ISHARES TR	HIGH YLD CORP BD	$227K	0.0%	7,442 SH	New
ISHARES TR	HIGH YLD SYSTM B	$218K	0.0%	4,602 SH	New
ISHARES TR	IBOXX HI YD ETF	$463K	0.0%Prev: 0.0%	5,763 SH	Increased+321 SH
ISHARES TR	INTL DIV GRWTH	$324K	0.0%	4,127 SH	New
ISHARES TR	INTL EQTY FACTOR	$4.2M	0.1%Prev: 0.1%	123,649 SH	Decreased+4,757 SH
ISHARES TR	INVESTMENT GRADE	$249K	0.0%Prev: 0.0%	5,494 SH	Decreased-90 SH
ISHARES TR	JPMORGAN USD EMG	$68.2M	2.3%Prev: 2.5%	740,299 SH	Decreased-166,285 SH
ISHARES TR	MBS ETF	$5.2M	0.2%Prev: 0.2%	55,404 SH	Decreased-6,857 SH
ISHARES TR	MSCI USA MMENTM	$6.3M	0.2%Prev: 0.1%	26,385 SH	Increased+7,906 SH
ISHARES TR	MSCI USA QLT FCT	$10.2M	0.3%Prev: 0.1%	56,371 SH	Increased+31,537 SH
ISHARES TR	NATIONAL MUN ETF	$2.5M	0.1%Prev: 0.1%	24,318 SH	Increased+5,041 SH
ISHARES TR	RUS 1000 ETF	$5.9M	0.2%Prev: 0.2%	17,340 SH	Increased+1,194 SH
ISHARES TR	RUSEL 2500 ETF	$6.4M	0.2%Prev: 0.4%	95,048 SH	Decreased-62,196 SH
ISHARES TR	RUSSELL 2000 ETF	$1.4M	0.0%	6,362 SH	New
ISHARES TR	S&P 100 ETF	$4.0M	0.1%	13,276 SH	New
ISHARES TR	S&P 500 GRWT ETF	$9.3M	0.3%Prev: 0.3%	84,919 SH	Decreased-2,420 SH
ISHARES TR	S&P 500 VAL ETF	$7.9M	0.3%Prev: 0.3%	40,768 SH	Decreased-12,926 SH
ISHARES TR	SP SMCP600VL ETF	$1.1M	0.0%Prev: 0.0%	11,333 SH	Decreased-2,574 SH
ISHARES TR	TIPS BD ETF	$3.1M	0.1%Prev: 0.1%	28,344 SH	Decreased-2,139 SH
ISHARES TR	U S EQUITY FACTR	$126.0M	4.2%Prev: 5.6%	1,978,894 SH	Decreased-913,075 SH
ISHARES TR	U.S. TECH ETF	$3.2M	0.1%	18,791 SH	New
ISHARES TR	US TREAS BD ETF	$1.2M	0.0%Prev: 0.2%	50,946 SH	Decreased-236,254 SH
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$2.3M	0.1%Prev: 0.0%	30,929 SH	Increased+14,417 SH
JOHN HANCOCK EXCHANGE TRADED	MULTFCTR EMRNG	$646K	0.0%Prev: 0.0%	22,216 SH	Decreased+2,818 SH
JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$687K	0.0%Prev: 0.0%	17,973 SH	Decreased-997 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$762K	0.0%Prev: 0.0%	12,521 SH	Increased+1,643 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$320K	0.0%Prev: 0.0%	8,196 SH	Increased+1,557 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$776K	0.0%Prev: 0.0%	26,167 SH	Decreased-12,361 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$11.4M	0.4%Prev: 0.3%	379,446 SH	Increased+53,193 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$396K	0.0%Prev: 0.0%	9,911 SH	Decreased-1,279 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.9M	0.4%Prev: 0.3%	541,624 SH	Increased+83,113 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.6M	0.1%Prev: 0.1%	105,686 SH	Decreased-15,382 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$10.2M	0.3%Prev: 0.3%	441,479 SH	Decreased-26,329 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$13.9M	0.5%Prev: 0.4%	584,815 SH	Increased+61,860 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$28.5M	0.9%Prev: 1.4%	1,170,658 SH	Decreased-662,994 SH
SCHWAB STRATEGIC TR	US REIT ETF	$992K	0.0%Prev: 0.0%	47,265 SH	Increased+2,732 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.6M	0.1%Prev: 0.0%	60,445 SH	Decreased-1,472 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$24.5M	0.8%	607,058 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$13.8M	0.5%	323,023 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.2M	0.0%	49,883 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$2.9M	0.1%	122,337 SH	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$1.7M	0.1%	66,724 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$24.2M	0.8%	325,115 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$12.4M	0.4%	484,543 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$226K	0.0%	4,155 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$2.8M	0.1%	96,106 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$10.3M	0.3%	108,452 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$8.9M	0.3%Prev: 0.3%	115,603 SH	Decreased-10,254 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$5.8M	0.2%Prev: 0.2%	84,747 SH	Decreased-12,720 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.4M	0.4%Prev: 0.4%	157,488 SH	Decreased-24,062 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.4M	0.2%Prev: 0.2%	86,791 SH	Increased+4,253 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.1M	0.4%Prev: 0.4%	265,554 SH	Decreased-43,633 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$106.8M	3.5%Prev: 0.1%	556,928 SH	Increased+532,117 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.6M	0.1%Prev: 0.0%	3,763 SH	Increased+2,435 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.9M	0.1%Prev: 0.1%	13,721 SH	Decreased+371 SH
VANGUARD INDEX FDS	MID CAP ETF	$48.8M	1.6%Prev: 5.2%	174,811 SH	Decreased-440,597 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$310K	0.0%Prev: 0.0%	3,484 SH	Decreased-1,595 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$37.6M	1.2%Prev: 1.1%	66,349 SH	Decreased+1,596 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.9M	0.1%Prev: 0.0%	12,059 SH	Increased+6,208 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.9M	0.3%Prev: 0.2%	26,260 SH	Increased+3,593 SH
VANGUARD INDEX FDS	VALUE ETF	$6.3M	0.2%Prev: 0.2%	35,684 SH	Decreased-4,043 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.9M	0.5%Prev: 0.4%	281,483 SH	Increased+25,100 SH
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$774K	0.0%Prev: 0.0%	7,879 SH	Decreased-7,320 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.7M	0.2%Prev: 0.1%	95,996 SH	Increased+27,524 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.4M	0.0%Prev: 0.1%	23,790 SH	Decreased-5,389 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$6.2M	0.2%Prev: 0.2%	133,322 SH	Decreased-14,841 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$30.5M	1.0%Prev: 0.9%	537,607 SH	Decreased+58,489 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$271K	0.0%Prev: 0.0%	2,681 SH	Decreased-1,200 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$855K	0.0%Prev: 0.0%	13,134 SH	Increased+161 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$781K	0.0%Prev: 0.0%	5,891 SH	Decreased-163 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$604K	0.0%Prev: 0.0%	7,568 SH	Decreased-3,862 SH
WISDOMTREE TR	EMG MKTS SMCAP	$304K	0.0%Prev: 0.0%	5,546 SH	Decreased-3,758 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$2.2M	0.1%	47,832 SH	New

Sold (vs prior filing)

BLACKROCK ETF TRUST — $3.2M
BLACKROCK ETF TRUST — $3.3M
BLACKROCK ETF TRUST — $3.3M
BLACKROCK ETF TRUST — $398K
BLACKROCK ETF TRUST — $509K
INVESCO EXCH TRD SLF IDX FD — $244K
INVESCO EXCHANGE TRADED FD T — $1.9M
ISHARES TR — $253K
ISHARES TR — $241.8M
ISHARES TR — $304K
ISHARES TR — $929K
ISHARES TR — $213K
ISHARES TR — $1.8M
ISHARES TR — $3.8M
ISHARES TR — $1.2M
PACER FDS TR — $2.0M
RUSSELL INVTS EXCHANGE TRADE — $410K
RUSSELL INVTS EXCHANGE TRADE — $1.4M
RUSSELL INVTS EXCHANGE TRADE — $608K
RUSSELL INVTS EXCHANGE TRADE — $213K
… and 4 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001696957-26-000001	$3.35B	View
Oct 7, 2026	Q3 2026	13F-HR	0001696957-26-000007	$4.00B	View
Oct 21, 2025