Sigfig Wealth Management, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sigfig Wealth Management, LLC

CIK Number: 0001696957

3.02B
Market Value
126
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Main Sectors:
Top Industries:

Filing Date: Apr 9, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ITOT iShares Core S&...
142.87
+0.22% 3.49M +0.30% 423.63M 97.91 15.31% Share
2 AGG iShares Core U....
100.44
+0.20% 3.09M +2.33% 304.97M 108.34 11.02% Share
3 GSLC Goldman Sachs A...
127.99
+0.05% 1.87M +0.04% 204.19M 66.89 7.38% Share
4 IUSB iShares Core To...
46.78
+0.15% 4.09M +2.27% 188.17M 50.33 6.80% Share
5 GSIE Goldman Sachs A...
41.03
-0.07% 4.55M +0.51% 163.74M 30.82 5.92% Share
6 LRGF iShares U.S. Eq...
67.68
+0.19% 1.98M +0.17% 113.73M 42.42 4.11% Share
7 GEM Goldman Sachs A...
39.70
+0.93% 3.34M +1.45% 111.08M 33.76 4.01% Share
8 VXF Vanguard Extend...
207.54
-0.14% 586.48K -4.11% 101.45M 131.87 3.67% Share
9 IEFA iShares Core MS...
86.42
-0.02% 1.24M +0.51% 94.63M 64.2 3.42% Share
10 PDBC Invesco Optimum...
13.35
+0.75% 6.57M +0.98% 88.39M 15.62 3.19% Share
11 USHY iShares Broad U...
37.59
+0.07% 2.24M +2.24% 82.54M 35.06 2.98% Share
12 IJR iShares Core S&...
117.61
-0.25% 721.29K +2.16% 75.02M 100.06 2.71% Share
13 IEMG iShares Core MS...
64.02
+0.71% 1.35M +2.94% 72.75M 53.62 2.63% Share
14 EMB iShares J.P. Mo...
95.18
+0.55% 726.83K +2.76% 65.57M 89.37 2.37% Share
15 IVV iShares Core S&...
655.48
+0.28% 89.19K +58.87% 49.78M 488.77 1.80% Share
16 VO Vanguard Mid Ca...
289.84
+0.04% 132.46K +29.35% 34.06M 259.8 1.23% Share
17 VOO Vanguard S&P 50...
599.64
+0.28% 66.08K -0.51% 33.75M 407.28 1.22% Share
18 USXF iShares ESG Adv...
56.72
+0.98% 668.87K +3.04% 31.1M 36.58 1.12% Share
19 EAGG iShares ESG U.S...
48.12
+0.17% 650.26K +3.55% 30.8M 47.06 1.11% Share
20 VEA Vanguard Develo...
59.41
+0.08% 549.58K -1.44% 27.94M 44.59 1.01% Share
21 USSG Xtrackers MSCI ...
59.55
+0.33% 507.39K +2.30% 25.45M 43.5 0.92% Share
22 EUSB iShares ESG Adv...
44.05
+0.11% 543.32K +1.51% 23.51M 43.1 0.85% Share
23 SPTM SPDR Portfolio ...
79.08
+0.28% 341.55K -3.83% 21.84M 54.44 0.79% Share
24 SPDW SPDR Portfolio ...
42.27
+0.11% 571.6K +5.35% 19.97M 32.23 0.72% Share
25 SCHX Schwab U.S. Lar...
25.84
+0.21% 908.66K +24.02% 19.52M 20.55 0.71% Share
26 DMXF iShares ESG Adv...
75.05
-0.17% 231.73K -0.68% 15.67M 60.85 0.57% Share
27 BNDX Vanguard Total ...
49.48
+0.12% 300.19K +0.52% 14.66M 55.23 0.53% Share
28 SPEM SPDR Portfolio ...
45.55
+0.40% 340.08K -4.22% 12.78M 39.32 0.46% Share
29 VWO Vanguard Emergi...
52.92
+0.46% 279.61K -1.09% 12.48M 41.48 0.45% Share
30 BSV Vanguard Short-...
78.96
+0.04% 155.9K -0.63% 12.2M 81.47 0.44% Share
31 SPAB SPDR Portfolio ...
25.91
+0.23% 454.69K -0.1% 12.17M 27.15 0.44% Share
32 ESGE iShares ESG Awa...
41.89
+0.77% 293.18K +2.00% 10.26M 32.87 0.37% Share
33 HYXF iShares ESG Adv...
47.27
-0.24% 203.72K +1.72% 9.44M 44.6 0.34% Share
34 QUAL iShares MSCI US...
189.56
-0.23% 55.1K +16.55% 9.35M 134.96 0.34% Share
35 ESML iShares ESG Awa...
44.62
-0.18% 238.91K +5.12% 9.19M 35.71 0.33% Share
36 SCHB Schwab U.S. Bro...
25.21
+0.30% 568.91K +7.68% 8.83M 12.37 0.32% Share
37 IVW iShares S&P 500...
118.25
+0.94% 94.48K +0.27% 8.74M 84.48 0.32% Share
38 BIV Vanguard Interm...
78.45
+0.22% 111.92K -0.26% 8.55M 85.61 0.31% Share
39 DYNF BlackRock U.S. ...
57.89
+0.10% 170.48K +1.43% 8.27M 44.69 0.30% Share
40 SPMO Invesco S&P 500...
119.51
+0.88% 89.45K +58.59% 8.25M 85.89 0.30% Share
41 IVE iShares S&P 500...
201.93
-0.47% 35.29K +49.27% 6.66M 187.32 0.24% Share
42 VTI Vanguard Total ...
321.80
+0.26% 26.78K -4.24% 6.6M 137.3 0.24% Share
43 BND Vanguard Total ...
74.50
+0.17% 89.05K -3.53% 6.53M 78.24 0.24% Share
44 VTEB Vanguard Tax-Ex...
49.84
+0.42% 131K -4.36% 6.49M 51.43 0.23% Share
45 EFV iShares MSCI EA...
67.52
+0.12% 107.78K -19.69% 6.41M 53.61 0.23% Share
46 SCHF Schwab Internat...
22.98
+0.09% 566.91K +2.63% 6.13M 16.94 0.22% Share
47 VMBS Vanguard Mortga...
47.06
+0.26% 132.04K -0.76% 6.11M 52.51 0.22% Share
48 VTV Vanguard Value ...
183.80
+0.73% 34.77K +3.32% 5.94M 153.63 0.21% Share
49 BLV Vanguard Long-T...
71.09
+0.49% 83.55K -1.24% 5.85M 97.32 0.21% Share
50 IWX iShares Russell...
86.77
-0.25% 70.19K +100.00% 5.71M 82.18 0.21% Share
51 SCHZ Schwab U.S. Agg...
23.52
+0.19% 442.54K +3.61% 5.48M 24.8 0.20% Share
52 SCHE Schwab Emerging...
32.34
+0.48% 389.7K +3.00% 5.47M 25.68 0.20% Share
53 IWB iShares Russell...
358.73
+0.27% 17.12K -3.87% 5.25M 183.09 0.19% Share
54 MBB iShares MBS ETF
95.29
+0.20% 55.74K -12.82% 5.22M 96.08 0.19% Share
55 SHY iShares 1-3 Yea...
82.91
+0.01% 53.24K -0.25% 4.45M 84.39 0.16% Share
56 SMMD iShares Russell...
73.09
-0.14% 69.5K +33.29% 4.35M 64.79 0.16% Share
57 EFG iShares MSCI EA...
112.34
-0.16% 41.24K -42.83% 4.16M 95.53 0.15% Share
58 BINC Blackrock Etf T...
53.19
-0.02% 79.19K +1.11% 4.15M 52.39 0.15% Share
59 SPYG SPDR Portfolio ...
102.39
+0.94% 51.47K -75.98% 4.12M 85.68 0.15% Share
60 TLH iShares 10-20 Y...
103.50
+0.43% 36.34K +941.65% 3.75M 104.09 0.14% Share
61 INTF iShares Interna...
35.69
+0.01% 118.95K -0.29% 3.7M 26.05 0.13% Share
62 BCI abrdn Bloomberg...
21.18
+0.34% 164.85K -2.19% 3.51M 21.84 0.13% Share
63 VV Vanguard Large ...
301.44
+0.31% 12.71K +3.95% 3.25M 172.99 0.12% Share
64 TIP iShares TIPS Bo...
111.63
+0.14% 29.37K +2.11% 3.24M 115.93 0.12% Share
65 SPTS SPDR Portfolio ...
29.30
+0.02% 100.88K -3.65% 3.04M 30.08 0.11% Share
66 LCTU BlackRock U.S. ...
71.06
+0.26% 49.72K -2.6% 3M 46.01 0.11% Share
67 IYW iShares U.S. Te...
187.36
+1.29% 21.27K +2.55% 2.99M 97.71 0.11% Share
68 FREL Fidelity MSCI R...
27.80
-0.11% 108.86K +0.87% 2.96M 24.81 0.11% Share
69 EMXC iShares MSCI Em...
65.85
+1.29% 52.84K -19.58% 2.92M 57.61 0.11% Share
70 MUB iShares Nationa...
106.09
+0.40% 26.6K +8.68% 2.82M 107.72 0.10% Share
71 IJH iShares Core S&...
65.43
-0.03% 45.04K +2.67% 2.62M 52.01 0.09% Share
72 OEF iShares S&P 100...
325.37
+0.50% 9.32K +948.48% 2.51M 270.42 0.09% Share
73 PCY Invesco Emergin...
21.46
+0.75% 189.18K +2.36% 2.37M 25.32 0.09% Share
74 MTUM iShares MSCI US...
254.32
+2.37% 11.46K +5.80% 2.3M 206.66 0.08% Share
75 IAU iShares Gold Tr...
68.63
+0.32% 39.07K +116.41% 2.27M 54.59 0.08% Share
76 VB Vanguard Small ...
253.62
-0.15% 10.16K +7.36% 2.25M 188.13 0.08% Share
77 PXH Invesco FTSE RA...
25.10
+0.48% 99.05K -2.36% 2.15M 20.05 0.08% Share
78 JHML John Hancock Mu...
76.87
+0.13% 31.56K -0.19% 2.12M 56.38 0.08% Share
79 SPHY SPDR Portfolio ...
23.80
+0.02% 89.61K +31.89% 2.1M 23.43 0.08% Share
80 DSI iShares MSCI KL...
122.55
+0.67% 20K -0.48% 2.04M 80.98 0.07% Share
81 VUG Vanguard Growth...
467.41
+0.03% 5.45K -7.27% 2.02M 278.46 0.07% Share
82 SPIP SPDR Portfolio ...
26.41
+0.11% 69.86K -5.01% 1.93M 29.18 0.07% Share
83 ESGU iShares ESG Awa...
142.50
+0.26% 15.86K +11.32% 1.92M 97.29 0.07% Share
84 IHDG WisdomTree Inte...
45.38
-0.02% 42.83K +6.44% 1.88M 45.16 0.07% Share
85 SCHO Schwab Short-Te...
24.39
+0.02% 103.79K +4.87% 1.86M 24.86 0.07% Share
86 SUSC iShares ESG USD...
23.59
+0.25% 74.67K -6.62% 1.72M 23.3 0.06% Share
87 PRF Invesco FTSE RA...
44.49
+0.02% 37.94K +0.04% 1.52M 33.74 0.05% Share
88 IWM iShares Russell...
236.43
-0.18% 6.59K +0.06% 1.32M 174.01 0.05% Share
89 USRT iShares Core U....
58.42
-0.15% 25.31K -3.58% 1.32M 45.98 0.05% Share
90 HEFA iShares Currenc...
39.13
+0.04% 32.17K +100.00% 1.18M 36.29 0.04% Share
91 GOVT iShares U.S. Tr...
23.17
+0.15% 49.99K +2.05% 1.15M 24.32 0.04% Share
92 VGIT Vanguard Interm...
60.30
+0.10% 17.86K +145.33% 1.06M 58.83 0.04% Share
93 HYMB SPDR Nuveen Blo...
24.82
+0.51% 36.95K +37.75% 930.8K 25.56 0.03% Share
94 IJS iShares S&P Sma...
109.70
-0.12% 9.42K +8.90% 915.72K 101.61 0.03% Share
95 HYLB Xtrackers USD H...
36.94
+0.03% 19.99K +0.47% 721.49K 36.1 0.03% Share
96 JHMM John Hancock Mu...
64.20
-0.16% 12.66K +0.67% 721.04K 49.24 0.03% Share
97 SCHP Schwab U.S. TIP...
27.03
+0.07% 57.41K -0.09% 707.02K 27.01 0.03% Share
98 ICVT iShares Convert...
96.26
+0.21% 8.31K +1.89% 697.62K 80.71 0.03% Share
99 VYM Vanguard High D...
140.76
+0.81% 5.28K +12.68% 673.34K 110.62 0.02% Share
100 DGRO iShares Core Di...
67.32
+0.49% 10.83K -11.27% 662.13K 50.03 0.02% Share
101 VWOB Vanguard Emergi...
66.94
+0.51% 10.28K -0.57% 658.43K 61.42 0.02% Share
102 QLTA iShares Aaa - A...
48.57
+0.23% 13.56K +66.41% 643.1K 47.96 0.02% Share
103 JHMD John Hancock Mu...
39.77
+0.09% 17.79K +0.99% 626.53K 29.5 0.02% Share
104 LCTD BlackRock World...
52.81
+0.13% 13.1K -4.15% 609.95K 41.89 0.02% Share
105 JHEM John Hancock Mu...
30.85
+0.70% 22.83K +0.28% 608.57K 24.87 0.02% Share
106 SCHH Schwab U.S. REI...
21.45
-0.09% 47.62K +7.71% 557.32K 20.55 0.02% Share
107 HYDB iShares High Yi...
47.63
+0.11% 11.07K +0.48% 520.53K 47.01 0.02% Share
108 VYMI Vanguard Intern...
84.94
+0.32% 6.8K +26.62% 503.27K 69.89 0.02% Share
109 SCHK Schwab 1000 Ind...
31.52
+0.30% 18.53K +100.00% 495.94K 26.92 0.02% Share
110 HYG iShares iBoxx $...
80.84
+0.07% 6K -3.66% 472.67K 84.22 0.02% Share
111 IGRO iShares Interna...
79.66
+0.11% 6.46K +12.49% 470.13K 69.66 0.02% Share
112 GGOV BlackRock ETF T...
50.39
0.00% 7.77K +100.00% 383.96K 49.41 0.01% Share
113 AAPL Apple Inc.
226.79
-3.23% 1.78K 0.00% 337.67K 140.2 0.01% Share
114 BIDD iShares Interna...
27.59
-0.09% 12.27K +3.82% 318.47K 24.71 0.01% Share
115 JHSC John Hancock Mu...
41.59
+0.13% 8.38K +0.68% 311.23K 37.14 0.01% Share
116 VNQ Vanguard Real E...
91.58
-0.16% 3.36K +24.48% 294.64K 95.47 0.01% Share
117 NUSC Nuveen ESG Smal...
43.44
-0.3% 6.87K +13.24% 264.32K 40.67 < 0.01% Share
118 DGS WisdomTree Emer...
58.12
+0.55% 5.15K +7.60% 250.79K 52.64 < 0.01% Share
119 BALI iShares Advanta...
31.16
-0.06% 8.27K +21.75% 236.55K 29.99 < 0.01% Share
120 THRO iShares U.S. Th...
37.25
+0.01% 7.25K +100.00% 228.62K 31.69 < 0.01% Share
121 FTGC First Trust Glo...
25.76
+0.57% 8.6K +100.00% 217.77K 25.52 < 0.01% Share
122 SUSA iShares MSCI US...
132.45
+0.02% 1.89K +100.00% 215.28K 114.87 < 0.01% Share
123 HYGW iShares High Yi...
30.23
+0.17% 6.79K +100.00% 213.59K 31.45 < 0.01% Share
124 BSCR Invesco BulletS...
19.74
+0.05% 10.64K +1.75% 208.37K 19.48 < 0.01% Share
125 BSCQ Invesco BulletS...
19.58
+0.05% 10.67K +1.26% 207.93K 19.43 < 0.01% Share
126 BSCP Invesco BulletS...
20.71
+0.02% 9.98K +1.39% 206.39K 20.65 < 0.01% Share