Fund HoldingsSigFig Wealth Management, LLC

Total Portfolio Value
$3.77B
Total Bought
$486.91M
Total Sold
$191.79M
Net Transaction
+$295.12M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR4,042,3494,070,270+27,921575,751663,73817.59%+87,987
SPDR INDEX SHS FDS
ST STR PO EX ETF
0756,494+756,494037,9001.00%+37,900
GOLDMAN SACHS ETF TR1,975,4171,998,523+23,106247,183281,5917.46%+34,408
ISHARES TR
U S EQUITY FACTR
2,891,9692,927,890+35,921190,870220,0315.83%+29,161
GOLDMAN SACHS ETF TR3,345,8993,357,316+11,417144,542172,5324.57%+27,990
SPDR SERIES TRUST
ST STR PR SP1500
0281,572+281,572025,3840.67%+25,384
VANGUARD INDEX FDS615,4082,511,036+1,895,628176,732202,0635.36%+25,330
ISHARES TR77,49394,718+17,22550,61970,4881.87%+19,869
GOLDMAN SACHS ETF TR4,858,3354,972,665+114,330209,540226,5046.00%+16,965
SPDR SERIES TRUST
ST STR AGGRE ETF
0620,079+620,079015,8930.42%+15,893
ISHARES TR4,114,9744,261,394+146,420408,494423,45511.22%+14,961
SPDR INDEX SHS FDS
ST PORT MARK ETF
0281,548+281,548014,4490.38%+14,449
SCHWAB STRATEGIC TR1,833,6522,091,615+257,96347,01561,0961.62%+14,081
ISHARES INC
CORE MSCI EMKT
1,440,4031,393,406-46,997100,468113,8693.02%+13,401
ISHARES TR
CORE UNIVRSL USD
5,234,9985,503,503+268,505241,804254,9226.76%+13,118
SPDR SERIES TRUST
ST STR P500GRW
0110,263+110,263012,9460.34%+12,946
ISHARES TR
CORE MSCI EAFE
1,271,0701,283,865+12,795115,070123,6623.28%+8,592
SPDR SERIES TRUST
ST PORT HIGH ETF
0263,612+263,61206,1820.16%+6,182
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0113,468+113,46805,7680.15%+5,768
ISHARES TR433,280403,881-29,39953,86159,5161.58%+5,655
ISHARES TR906,584937,805+31,22185,15590,7982.41%+5,643
VANGUARD INDEX FDS064,400+64,400043,8571.16%+43,857
ISHARES TR
BROAD USD HIGH
3,090,0343,203,583+113,549113,836118,6283.14%+4,792
BLACKROCK ETF TRUST
ISHA LA CORE ETF
089,141+89,14104,4500.12%+4,450
BLACKROCK ETF TRUST
ISHA SYST AL ETF
0147,878+147,87804,1570.11%+4,157
ISHARES TR
RUSEL 2500 ETF
157,244176,920+19,67612,00616,1090.43%+4,103
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0107,860+107,86003,9240.10%+3,924
BLACKROCK ETF TRUST
ISHA US AWAR ETF
045,034+45,03403,5840.10%+3,584
BLACKROCK ETF TRUST II068,509+68,50903,4560.09%+3,456
BLACKROCK ETF TRUST
ISHA US THEM ETF
074,868+74,86803,1910.08%+3,191
VANGUARD TAX-MANAGED FDS0476,632+476,632033,7890.90%+33,789
SPDR SERIES TRUST
ST NUVE HIGH ETF
0109,265+109,26502,7820.07%+2,782
ISHARES TR017,526+17,52602,4710.07%+2,471
SPDR SERIES TRUST
ST SHO TREAS ETF
082,327+82,32702,3900.06%+2,390
SPDR SERIES TRUST
ST STR SP600 SML
036,714+36,71402,1030.06%+2,103
SCHWAB STRATEGIC TR0523,931+523,931015,0530.40%+15,053
BLACKROCK ETF TRUST II036,135+36,13501,8950.05%+1,895
ISHARES TR084,432+84,432011,4490.30%+11,449
BLACKROCK ETF TRUST
ISHARES US EQUIT
0168,621+168,621011,3720.30%+11,372
SPDR SERIES TRUST
ST STR TIPS ETF
057,557+57,55701,4840.04%+1,484
RUSSELL INVTS EXCHANGE TRADE
GLOBA EQUIT ETF
045,583+45,58301,4730.04%+1,473
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
29,17950,028+20,8491,7382,9600.08%+1,223
SCHWAB STRATEGIC TR458,511456,464-2,04711,34812,5660.33%+1,218
VANGUARD INTL EQUITY INDEX F0252,981+252,981014,9640.40%+14,964
SCHWAB STRATEGIC TR0326,107+326,107011,7200.31%+11,720
VANGUARD INDEX FDS022,344+22,34408,1580.22%+8,158
VANGUARD INDEX FDS024,590+24,59006,0040.16%+6,004
ISHARES TR
ESG AWRE 1 5 YR
034,853+34,85308720.02%+872
VANGUARD INDEX FDS39,72739,529-1987,7948,6420.23%+848
ISHARES TR46,38748,755+2,3685,1666,0070.16%+840
RUSSELL INVTS EXCHANGE TRADE
INTL DEVE EQ ETF
020,341+20,34106460.02%+646
VANGUARD MUN BD FDS68,47280,055+11,5833,4164,0540.11%+638
ISHARES TR
US TREAS BD ETF
287,200314,903+27,7036,5807,2020.19%+622
ISHARES TR62,26168,576+6,3155,9126,5130.17%+601
BLACKROCK ETF TRUST
ISHA WORL EX ETF
08,864+8,86405090.01%+509
ISHARES TR
ESG AWR US AGRGT
049,186+49,18602,3420.06%+2,342
BLACKROCK ETF TRUST
ISHARES DEFENSE
97,437117,322+19,8853,1883,6720.10%+484
RUSSELL INVTS EXCHANGE TRADE
EMER MARK EQ ETF
012,822+12,82204690.01%+469
ISHARES TR
0-5 YR TIPS ETF
04,584+4,58404690.01%+469
SPDR SERIES TRUST
ST STR P500ETF
05,038+5,03804390.01%+439
JOHN HANCOCK EXCHANGE TRADED
HIGH YIELD ETF
016,040+16,04004100.01%+410
ISHARES TR
ESG AWR MSCI USA
021,765+21,76503,5380.09%+3,538
ISHARES TR015,111+15,11106,1400.16%+6,140
SPDR SERIES TRUST
ST STR P400MID
05,663+5,66303800.01%+380
VANGUARD BD INDEX FDS125,857130,756+4,8999,71410,0720.27%+358
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
13,20713,574+3671,9152,2730.06%+357
VANGUARD INDEX FDS13,35012,715-6353,9904,3380.12%+349
ISHARES TR07,835+7,83503420.01%+342
SCHWAB STRATEGIC TR0482,157+482,157011,2000.30%+11,200
SPDR SERIES TRUST
ST STR NUVEE ETF
07,003+7,00303210.01%+321
ISHARES TR56,43653,698-2,7383,8114,1100.11%+298
INVESCO EXCH TRADED FD TR II0190,633+190,63304,1440.11%+4,144
FIDELITY COVINGTON TRUST114,594113,284-1,3103,0843,3790.09%+296
ISHARES TR028,043+28,04301,9200.05%+1,920
ISHARES TR
INVT GRAD SY ETF
05,924+5,92402680.01%+268
WISDOMTREE TR(WT)73,68174,859+1,1782,9583,2150.09%+258
SPDR SERIES TRUST
ST NUVE TERM ETF
05,369+5,36902580.01%+258
BLACKROCK ETF TRUST II05,136+5,13602560.01%+256
RUSSELL INVTS EXCHANGE TRADE
US SM CA EQ ETF
06,443+6,44302500.01%+250
ISHARES TR19,27721,235+1,9582,0462,2870.06%+241
ISHARES TR011,920+11,92002370.01%+237
BLACKROCK ETF TRUST
ISHARES US LARG
12,90918,861+5,9523986340.02%+237
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
309,187310,749+1,56214,85615,0780.40%+221
ISHARES TR
MSCI USA MMENTM
18,47913,843-4,6364,4354,6510.12%+216
VANGUARD INDEX FDS05,702+5,70201,7180.05%+1,718
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
51,59348,682-2,9112,4522,6290.07%+177
VANGUARD WHITEHALL FDS11,43012,724+1,2941,0771,2500.03%+173
VANGUARD WHITEHALL FDS6,0546,743+6898971,0680.03%+172
VANGUARD MUN BD FDS15,19916,637+1,4381,5191,6810.04%+162
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
16,51216,386-1261,2921,4540.04%+161
ISHARES TR18,05917,285-7741,7561,9040.05%+148
ISHARES TR13,90713,144-7631,6471,7920.05%+145
VANGUARD INDEX FDS1,3288,514+7,1865807220.02%+143
ISHARES TR21,85121,243-6081,2931,4350.04%+142
SCHWAB STRATEGIC TR44,53344,919+3869571,0830.03%+126
ISHARES TR
LONG TERM MUNI
18,61320,591+1,9789291,0550.03%+126
VANGUARD BD INDEX FDS97,46798,063+5966,7046,8250.18%+121
ISHARES TR32,21832,519+3011,0261,1430.03%+118
ISHARES TR011,868+11,86809960.03%+996
ISHARES TR
CORE DIV GRWTH
10,37110,878+5077288260.02%+98
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