SigFig Wealth Management, LLC
CIK 1696957 · Holdings on Sep 30, 2025 · First reported Oct 21, 2025
Top ten holdings
Q3 2025- ITOT16.18%
- AGG10.77%
- GSLC6.92%
- IUSB6.39%
- GSIE5.58%
- LRGF5.30%
- VO4.88%
- GEM4.04%
- IEFA3.25%
- PDBC3.11%
Share classes counted separately66.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOWeight increased · +3.27 pp1.61% → 4.88%Shares +364.07K (+208.26%)
- IJRWeight decreased · -1.32 pp2.69% → 1.37%Shares -368.83K (-49.73%)
- LRGFWeight increased · +1.13 pp4.17% → 5.30%Shares +509.73K (+25.76%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $523.29M | 16.18% | 3.60M shares | 15.73% → 16.18%+0.45 pp +66.47K (+1.88%) | Added | ↗▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $348.20M | 10.77% | 3.47M shares | 10.32% → 10.77%+0.45 pp +317.83K (+10.07%) | Added | ↗▾ |
| 03 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $223.75M | 6.92% | 1.72M shares | 7.46% → 6.92%-0.54 pp -145.53K (-7.80%) | Reduced | ↗▾ |
| 04 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $206.68M | 6.39% | 4.42M shares | 6.28% → 6.39%+0.11 pp +303.91K (+7.37%) | Added | ↗▾ |
| 05 | GSIEGOLDMAN SACHS ACTIVEBETA INTACTIVEBETA INT View history and evidence | $180.33M | 5.58% | 4.40M shares | 5.89% → 5.58%-0.31 pp -93.35K (-2.08%) | Reduced | ↗▾ |
| 06 | LRGFISHARES US EQUITY FACTOR ETFU S EQUITY FACTR View history and evidence | $171.52M | 5.30% | 2.49M shares | 4.17% → 5.30%+1.13 pp +509.73K (+25.76%) | Added | ↗▾ |
| 07 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $157.97M | 4.88% | 538.88K shares | 1.61% → 4.88%+3.27 pp +364.07K (+208.26%) | Added | ↗▾ |
| 08 | GEMGOLDMAN SACHS ACTIVEBETA EMACTIVEBETA EME View history and evidence | $130.60M | 4.04% | 3.22M shares | 4.06% → 4.04%-0.02 pp -83.48K (-2.53%) | Reduced | ↗▾ |
| 09 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $104.99M | 3.25% | 1.21M shares | 3.37% → 3.25%-0.12 pp -14.03K (-1.15%) | Reduced | ↗▾ |
| 10 | PDBCINVESCO OPTIMUM YIELD DIVERSOPTIMUM YIELD View history and evidence | $100.47M | 3.11% | 7.45M shares | 2.85% → 3.11%+0.26 pp +842.52K (+12.74%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IHDG WISDOMTREE INTERNATIONAL HED | Non-derivative | -47,832 | -$2.16M | SEC filing ↗ | SEC filing ↗ |
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -6,362 | -$1.37M | SEC filing ↗ | 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 Sep 30, 2025
Data loaded Sep 23, 2026 · First reported Oct 21, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3234093844
}Research all 138 reported holdings.
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