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: $3.23B137 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMD K1	$4.1M	0.1%Prev: 0.1%	190,767 SH	Increased+35,173 SH
APPLE INC	COM	$468K	0.0%Prev: 0.0%	1,830 SH	Decreased-8 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$4.5M	0.1%	131,466 SH	New
BLACKROCK ETF TRUST	ISHARES ADVANTAG	$377K	0.0%	11,903 SH	New
BLACKROCK ETF TRUST	ISHARES INTL DIV	$335K	0.0%	12,066 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$11.8M	0.4%Prev: 0.3%	199,473 SH	Increased+30,852 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$4.3M	0.1%	113,216 SH	New
BLACKROCK ETF TRUST	US CARBON TRANS	$3.7M	0.1%	51,391 SH	New
BLACKROCK ETF TRUST	WORLD EX US CARB	$676K	0.0%	12,753 SH	New
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$258K	0.0%Prev: 0.0%	4,957 SH	Decreased-3,419 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.6M	0.1%	86,363 SH	New
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$510K	0.0%	10,398 SH	New
DBX ETF TR	XTRACK USD HIGH	$809K	0.0%Prev: 0.0%	21,799 SH	Decreased-3,486 SH
DBX ETF TR	XTRACKERS MSCI	$35.7M	1.1%	585,992 SH	New
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$2.9M	0.1%Prev: 0.1%	105,849 SH	Decreased-7,435 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$215K	0.0%	8,264 SH	New
FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$385K	0.0%	7,516 SH	New
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$130.6M	4.0%Prev: 4.6%	3,220,033 SH	Decreased-137,283 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$180.3M	5.6%Prev: 6.0%	4,401,595 SH	Decreased-571,070 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$223.8M	6.9%Prev: 7.5%	1,720,790 SH	Decreased-277,733 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$100.5M	3.1%Prev: 2.9%	7,453,163 SH	Decreased+531,786 SH
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$3.8M	0.1%Prev: 0.1%	176,639 SH	Decreased-13,994 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$2.9M	0.1%Prev: 0.1%	113,861 SH	Decreased+7,497 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.5M	0.2%	45,259 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	$218K	0.0%	10,554 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$218K	0.0%Prev: 0.0%	11,168 SH	Decreased-1,428 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$218K	0.0%Prev: 0.0%	11,075 SH	Decreased-1,436 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$1.9M	0.1%Prev: 0.1%	41,266 SH	Decreased-7,416 SH
ISHARES GOLD TR	ISHARES NEW	$3.3M	0.1%Prev: 0.0%	45,800 SH	Increased+26,876 SH
ISHARES INC	CORE MSCI EMKT	$92.3M	2.9%Prev: 3.0%	1,407,228 SH	Decreased+13,822 SH
ISHARES INC	ESG AWR MSCI EM	$13.0M	0.4%Prev: 0.0%	300,859 SH	Increased+275,314 SH
ISHARES TR	0-5 YR TIPS ETF	$1.3M	0.0%Prev: 0.0%	12,748 SH	Increased+8,164 SH
ISHARES TR	1 3 YR TREAS BD	$4.5M	0.1%Prev: 0.1%	54,504 SH	Decreased-3,209 SH
ISHARES TR	10-20 YR TRS ETF	$6.8M	0.2%Prev: 0.1%	65,997 SH	Increased+18,516 SH
ISHARES TR	A RATE CP BD ETF	$699K	0.0%	14,415 SH	New
ISHARES TR	BROAD USD HIGH	$96.0M	3.0%Prev: 3.1%	2,540,665 SH	Decreased-662,918 SH
ISHARES TR	CONV BD ETF	$568K	0.0%	5,680 SH	New
ISHARES TR	CORE 1 5 YR USD	$295K	0.0%Prev: 0.0%	6,038 SH	Decreased-4,525 SH
ISHARES TR	CORE DIV GRWTH	$675K	0.0%Prev: 0.0%	9,973 SH	Decreased-905 SH
ISHARES TR	CORE INTL AGGR	$3.8M	0.1%Prev: 0.0%	74,990 SH	Increased+70,613 SH
ISHARES TR	CORE MSCI EAFE	$105.0M	3.2%Prev: 3.3%	1,209,144 SH	Decreased-74,721 SH
ISHARES TR	CORE S&P MCP ETF	$3.7M	0.1%Prev: 0.1%	56,254 SH	Decreased+2,556 SH
ISHARES TR	CORE S&P SCP ETF	$44.2M	1.4%Prev: 1.6%	372,911 SH	Decreased-30,970 SH
ISHARES TR	CORE S&P TTL STK	$523.3M	16.2%Prev: 17.6%	3,604,140 SH	Decreased-466,130 SH
ISHARES TR	CORE S&P500 ETF	$44.1M	1.4%Prev: 1.9%	66,125 SH	Decreased-28,593 SH
ISHARES TR	CORE TOTAL USD	$206.7M	6.4%	4,424,772 SH	New
ISHARES TR	CORE US AGGBD ET	$348.2M	10.8%Prev: 11.2%	3,473,163 SH	Decreased-788,231 SH
ISHARES TR	CRE U S REIT ETF	$1.4M	0.0%Prev: 0.0%	23,655 SH	Decreased+2,412 SH
ISHARES TR	EAFE GRWTH ETF	$601K	0.0%Prev: 0.2%	5,308 SH	Decreased-43,447 SH
ISHARES TR	EAFE VALUE ETF	$8.5M	0.3%Prev: 0.1%	126,335 SH	Increased+82,515 SH
ISHARES TR	ESG ADV TTL USD	$27.0M	0.8%	614,694 SH	New
ISHARES TR	ESG ADVNCD HY BD	$10.9M	0.3%	229,808 SH	New
ISHARES TR	ESG AW MSCI EAFE	$1.0M	0.0%Prev: 0.0%	11,327 SH	Increased+6,165 SH
ISHARES TR	ESG AWARE MSCI	$9.0M	0.3%	200,496 SH	New
ISHARES TR	ESG AWR MSCI USA	$4.3M	0.1%Prev: 0.1%	46,619 SH	Decreased-7,665 SH
ISHARES TR	ESG AWR US AGRGT	$35.6M	1.1%Prev: 0.1%	740,766 SH	Increased+691,580 SH
ISHARES TR	ESG AWRE USD ETF	$2.3M	0.1%Prev: 0.0%	98,675 SH	Increased+26,869 SH
ISHARES TR	ESG EAFE ETF	$17.1M	0.5%Prev: 0.0%	226,716 SH	Increased+214,848 SH
ISHARES TR	ESG MSCI KLD 400	$2.5M	0.1%	19,782 SH	New
ISHARES TR	ESG MSCI USA ETF	$38.0M	1.2%Prev: 0.1%	667,268 SH	Increased+639,225 SH
ISHARES TR	ESG OPTIMIZED	$281K	0.0%	2,077 SH	New
ISHARES TR	HIGH YLD CORP BD	$230K	0.0%	7,588 SH	New
ISHARES TR	HIGH YLD SYSTM B	$230K	0.0%	4,810 SH	New
ISHARES TR	IBOXX HI YD ETF	$454K	0.0%Prev: 0.0%	5,584 SH	Increased+587 SH
ISHARES TR	INTL DIV GRWTH	$324K	0.0%	4,100 SH	New
ISHARES TR	INTL EQTY FACTOR	$4.3M	0.1%Prev: 0.1%	120,792 SH	Decreased+5,603 SH
ISHARES TR	INVESTMENT GRADE	$248K	0.0%	5,391 SH	New
ISHARES TR	JPMORGAN USD EMG	$74.7M	2.3%Prev: 2.4%	783,001 SH	Decreased-154,804 SH
ISHARES TR	MBS ETF	$5.6M	0.2%Prev: 0.2%	58,506 SH	Decreased-10,070 SH
ISHARES TR	MSCI USA MMENTM	$2.8M	0.1%Prev: 0.1%	10,960 SH	Decreased-2,883 SH
ISHARES TR	MSCI USA QLT FCT	$9.0M	0.3%Prev: 0.0%	46,473 SH	Increased+44,987 SH
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.1%Prev: 0.1%	19,127 SH	Decreased-2,108 SH
ISHARES TR	RUS 1000 ETF	$6.2M	0.2%Prev: 0.2%	16,946 SH	Increased+1,835 SH
ISHARES TR	RUS MID CAP ETF	$232K	0.0%Prev: 0.1%	2,403 SH	Decreased-14,882 SH
ISHARES TR	RUS TP200 GR ETF	$3.9M	0.1%	14,460 SH	New
ISHARES TR	RUSEL 2500 ETF	$8.1M	0.3%Prev: 0.4%	110,496 SH	Decreased-66,424 SH
ISHARES TR	S&P 100 ETF	$8.2M	0.3%	24,696 SH	New
ISHARES TR	S&P 500 GRWT ETF	$9.7M	0.3%Prev: 0.3%	80,835 SH	Decreased-3,597 SH
ISHARES TR	S&P 500 VAL ETF	$8.7M	0.3%Prev: 0.3%	42,313 SH	Decreased-483 SH
ISHARES TR	SP SMCP600VL ETF	$1.3M	0.0%Prev: 0.0%	12,051 SH	Decreased-1,093 SH
ISHARES TR	TIPS BD ETF	$3.2M	0.1%Prev: 0.1%	29,082 SH	Decreased-430 SH
ISHARES TR	U S EQUITY FACTR	$171.5M	5.3%Prev: 5.8%	2,488,623 SH	Decreased-439,267 SH
ISHARES TR	U.S. TECH ETF	$206K	0.0%	1,059 SH	New
ISHARES TR	US AER DEF ETF	$1.9M	0.1%	9,311 SH	New
ISHARES TR	US TREAS BD ETF	$1.3M	0.0%Prev: 0.2%	54,104 SH	Decreased-260,799 SH
JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$2.1M	0.1%Prev: 0.0%	26,976 SH	Increased+10,590 SH
JOHN HANCOCK EXCHANGE TRADED	MULTFCTR EMRNG	$672K	0.0%Prev: 0.0%	21,306 SH	Decreased+2,278 SH
JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$763K	0.0%Prev: 0.0%	19,131 SH	Decreased+198 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$752K	0.0%Prev: 0.0%	11,647 SH	Decreased+855 SH
JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$312K	0.0%Prev: 0.0%	7,491 SH	Decreased+860 SH
SCHWAB STRATEGIC TR	1000 INDEX ETF	$841K	0.0%Prev: 0.0%	26,278 SH	Decreased-9,216 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$11.2M	0.3%Prev: 0.3%	338,807 SH	Decreased+12,700 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$432K	0.0%Prev: 0.0%	10,068 SH	Decreased-523 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.2M	0.3%Prev: 0.3%	484,205 SH	Decreased+27,741 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$2.7M	0.1%Prev: 0.1%	111,536 SH	Decreased-11,549 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$10.0M	0.3%Prev: 0.3%	426,419 SH	Decreased-55,738 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$13.5M	0.4%Prev: 0.4%	528,624 SH	Decreased+4,693 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$34.7M	1.1%Prev: 1.6%	1,319,988 SH	Decreased-771,627 SH
SCHWAB STRATEGIC TR	US REIT ETF	$832K	0.0%Prev: 0.0%	38,889 SH	Decreased-6,030 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.5M	0.0%Prev: 0.0%	55,896 SH	Decreased-7,399 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$26.8M	0.8%	629,547 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$14.3M	0.4%	308,349 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.6M	0.0%	63,855 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$3.5M	0.1%	147,732 SH	New
SPDR SERIES TRUST	PORTFLI TIPS ETF	$1.7M	0.1%	64,513 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$25.0M	0.8%	312,109 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$13.1M	0.4%	508,420 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$242K	0.0%	4,229 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$2.7M	0.1%	92,015 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$11.8M	0.4%	113,482 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$8.9M	0.3%Prev: 0.3%	114,036 SH	Decreased-16,720 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$6.0M	0.2%Prev: 0.2%	84,448 SH	Decreased-13,615 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$12.5M	0.4%Prev: 0.4%	158,199 SH	Decreased-25,318 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.2M	0.2%Prev: 0.2%	83,654 SH	Increased+2,042 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.2M	0.4%Prev: 0.4%	267,064 SH	Decreased-43,685 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$6.0M	0.2%Prev: 0.2%	28,680 SH	Increased+4,090 SH
VANGUARD INDEX FDS	GROWTH ETF	$605K	0.0%Prev: 0.0%	1,268 SH	Decreased-7,246 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.7M	0.1%Prev: 0.1%	12,216 SH	Decreased-499 SH
VANGUARD INDEX FDS	MID CAP ETF	$158.0M	4.9%Prev: 5.4%	538,877 SH	Decreased-1,972,159 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$333K	0.0%Prev: 0.0%	3,646 SH	Decreased-1,391 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$40.5M	1.3%Prev: 1.2%	66,404 SH	Decreased+2,004 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	0.1%Prev: 0.0%	6,816 SH	Increased+1,114 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.0M	0.2%Prev: 0.2%	24,664 SH	Decreased+2,320 SH
VANGUARD INDEX FDS	VALUE ETF	$6.3M	0.2%Prev: 0.2%	34,117 SH	Decreased-5,412 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.6M	0.5%Prev: 0.4%	270,375 SH	Decreased+17,394 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$218K	0.0%	4,312 SH	New
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$1.4M	0.0%Prev: 0.0%	13,608 SH	Decreased-3,029 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.4M	0.1%Prev: 0.1%	48,229 SH	Decreased-31,826 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.4M	0.0%Prev: 0.1%	23,859 SH	Decreased-26,169 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$6.3M	0.2%Prev: 0.2%	132,989 SH	Decreased-15,920 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$31.0M	1.0%Prev: 0.9%	519,033 SH	Decreased+42,401 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$327K	0.0%Prev: 0.0%	3,209 SH	Decreased-1,110 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$847K	0.0%Prev: 0.0%	12,640 SH	Increased+516 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$868K	0.0%Prev: 0.0%	6,181 SH	Decreased-562 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$712K	0.0%Prev: 0.0%	8,444 SH	Decreased-4,280 SH
WISDOMTREE TR	EMG MKTS SMCAP	$431K	0.0%Prev: 0.0%	7,573 SH	Decreased-1,792 SH
WISDOMTREE TR	INTL QULTY DIV	$2.4M	0.1%Prev: 0.1%	61,452 SH	Decreased-13,407 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $5.8M
BLACKROCK ETF TRUST — $3.9M
BLACKROCK ETF TRUST — $4.4M
BLACKROCK ETF TRUST — $4.2M
BLACKROCK ETF TRUST — $3.6M
BLACKROCK ETF TRUST — $3.2M
BLACKROCK ETF TRUST — $509K
BLACKROCK ETF TRUST — $3.7M
BLACKROCK ETF TRUST — $634K
BLACKROCK ETF TRUST II — $256K
BLACKROCK ETF TRUST II — $1.9M
BLACKROCK ETF TRUST II — $3.5M
INVESCO EXCH TRD SLF IDX FD — $245K
INVESCO EXCHANGE TRADED FD T — $2.3M
ISHARES TR — $260K
ISHARES TR — $254.9M
ISHARES TR — $342K
ISHARES TR — $872K
ISHARES TR — $2.5M
ISHARES TR — $237K
… and 24 more

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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