SigFig Wealth Management, LLC
CIK 1696957 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- ITOT14.48%
- AGG10.33%
- GSLC7.09%
- IUSB5.87%
- GSIE5.11%
- VXF3.94%
- SPYM3.75%
- LRGF3.72%
- IEFA3.65%
- GEM3.50%
Share classes counted separately61.44%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $381.30M | 14.48% | 3.62M shares | — | ↗▾ | |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $272.02M | 10.33% | 2.74M shares | — | ↗▾ | |
| 03 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $186.83M | 7.09% | 1.99M shares | — | ↗▾ | |
| 04 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $154.63M | 5.87% | 3.36M shares | — | ↗▾ | |
| 05 | GSIEGOLDMAN SACHS ACTIVEBETA INTACTIVEBETA INT View history and evidence | $134.53M | 5.11% | 4.12M shares | — | ↗▾ | |
| 06 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $103.82M | 3.94% | 631.43K shares | — | ↗▾ | |
| 07 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $98.67M | 3.75% | 1.77M shares | — | ↗▾ | |
| 08 | LRGFISHARES US EQUITY FACTOR ETFU S EQUITY FACTR View history and evidence | $98.06M | 3.72% | 2.03M shares | — | ↗▾ | |
| 09 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $96.10M | 3.65% | 1.37M shares | — | ↗▾ | |
| 10 | GEMGOLDMAN SACHS ACTIVEBETA EMACTIVEBETA EME View history and evidence | $92.08M | 3.50% | 3.00M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PKW INVESCO BUYBACK ACHIEVERS ET | Non-derivative | — | — | SEC filing ↗ | |
| ESGD ISHARES TRUST ISHARES ESG AW | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1696957 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 8, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2634026434
}Research all 116 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.