13F-HR filed by SigFig Wealth Management, LLC
SigFig Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-10, with 127 holding rows worth $2,724,996,785.
- Accession
- 0001696957-24-000006
- Filer
- CIK 1696957
- Filed
- 2024-05-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 127 entries on the cover page, a total value of $2,724,996,785 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,724,996,785 with VALUE read as dollars as filed, 13F file number 028-17789. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerNEW YORK LIFE INVESTMENT MANAGEMENT LLC028-06325
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 3,621,782 | $417,579,445 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,780,267 | $272,023,896 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430503 | ACTIVEBETA US LG | 2,005,512 | $208,151,719 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 3,577,912 | $163,116,732 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 4,212,933 | $144,461,133 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 635,046 | $111,304,115 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 2,046,495 | $110,121,564 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 1,325,279 | $98,118,115 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430206 | ACTIVEBETA EME | 3,115,948 | $97,653,507 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 779,276 | $86,125,260 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 1,261,777 | $77,637,139 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 5,448,606 | $75,571,823 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 141,322 | $74,297,354 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 1,937,860 | $70,905,991 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 1,310,516 | $67,424,454 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 637,182 | $56,945,115 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 892,207 | $44,534,638 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 73,632 | $35,394,732 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 443,662 | $25,907,668 | dollars as filed | |
| ISHARES TR | 46436E767 | COM | 557,761 | $25,182,886 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 455,631 | $21,441,981 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 777,021 | $19,822,876 | dollars as filed | |
| VWO | 922042858 | SHS | 441,754 | $18,378,220 | dollars as filed | |
| ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | 46436E619 | COM | 394,349 | $16,889,954 | dollars as filed | |
| DBX ETF TR | 233051150 | XTRACKERS MSCI | 339,023 | $16,734,130 | dollars as filed | |
| SPDW | 78463X889 | COM | 488,946 | $16,474,128 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 315,807 | $15,979,858 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 66,585 | $15,868,537 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 420,377 | $15,180,441 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 261,180 | $12,847,456 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 114,054 | $12,269,198 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 148,789 | $11,407,686 | dollars as filed | |
| ISHARES TR | 46436E759 | COM | 165,097 | $11,247,998 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 260,886 | $10,505,842 | dollars as filed | |
| VTI | 922908769 | COM | 41,009 | $9,725,825 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 180,053 | $9,204,200 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 104,851 | $7,906,028 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 89,059 | $7,575,359 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 44,025 | $7,235,493 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 156,072 | $6,929,604 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 212,540 | $6,850,103 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 92,245 | $6,698,534 | dollars as filed | |
| ISHARES TR | 46435G441 | ESG ADVNCD HY BD | 143,646 | $6,563,160 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 209,330 | $6,448,703 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 31,170 | $6,081,289 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 339,042 | $5,820,008 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 126,152 | $5,753,804 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 163,371 | $5,743,159 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 59,358 | $5,485,856 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 20,056 | $5,479,571 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 74,430 | $5,383,501 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 62,846 | $5,306,743 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 62,442 | $5,009,114 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 80,802 | $4,600,678 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 80,180 | $4,361,816 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 39,517 | $4,101,456 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 21,843 | $4,080,510 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 49,091 | $3,996,277 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 36,125 | $3,867,607 | dollars as filed | |
| SPDR SER TR | 78464A821 | S&P 400 MDCP GRW | 42,289 | $3,691,424 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 123,373 | $3,638,699 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 21,875 | $3,562,563 | dollars as filed | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 119,235 | $3,557,965 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 13,734 | $3,292,793 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 22,994 | $3,105,509 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 50,967 | $2,926,015 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 12,774 | $2,919,955 | dollars as filed | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 107,150 | $2,795,521 | dollars as filed | |
| IJH | 464287507 | COM | 44,960 | $2,730,888 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 28,230 | $2,671,146 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 157,411 | $2,570,223 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 47,224 | $2,477,371 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 40,501 | $2,331,643 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 6,592 | $2,268,966 | dollars as filed | |
| SPDR PORTFOLIO TIPS ETF | 78464A656 | PORTFLI TIPS ETF | 86,632 | $2,240,066 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 49,958 | $2,150,192 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 35,759 | $2,076,525 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 20,351 | $2,051,584 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 57,060 | $1,990,253 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E727 | RAFI EMRGNG MRKT | 99,118 | $1,928,835 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 26,171 | $1,914,409 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 16,561 | $1,903,813 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 88,519 | $1,750,010 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J107 | MLTFCTR LRG CAP | 26,968 | $1,746,476 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V472 | S&P MDCP QUALITY | 15,834 | $1,742,541 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 14,727 | $1,691,543 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 39,130 | $1,688,867 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 31,979 | $1,630,106 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 8,008 | $1,500,303 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 29,451 | $1,494,344 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,961 | $1,463,998 | dollars as filed | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 61,018 | $1,402,804 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 35,102 | $1,350,359 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,471 | $1,292,506 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 10,959 | $1,193,627 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,469 | $1,116,723 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 46,586 | $1,060,758 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 21,636 | $929,266 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 21,366 | $899,143 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 10,358 | $819,999 | dollars as filed | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 16,293 | $757,787 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,961 | $694,456 | dollars as filed | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 19,069 | $680,963 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 15,549 | $674,205 | dollars as filed | |
| ISHARES TR | 46435G268 | RUSEL 2500 ETF | 9,761 | $640,423 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 37,301 | $603,676 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 10,470 | $600,765 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 8,817 | $562,960 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 7,041 | $547,264 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C608 | ISHA WORL EX ETF | 11,085 | $506,300 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J834 | MULTFCTR EMRNG | 18,929 | $490,798 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J859 | MULTI INTL ETF | 14,022 | $484,164 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,911 | $473,192 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 5,239 | $418,229 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,080 | $389,110 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 3,524 | $370,126 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 3,357 | $344,965 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 7,823 | $325,361 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 6,581 | $270,338 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J842 | MULTIFACTR SML | 6,834 | $263,256 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,410 | $252,399 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 4,778 | $245,016 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 3,382 | $232,682 | dollars as filed | |
| INVESCO | 46138J825 | EXCHANGE TRADED | 11,284 | $230,532 | dollars as filed | |
| INVESCO | 46138J841 | EXCHANGE TRADED | 10,991 | $230,481 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 11,554 | $221,952 | dollars as filed | |
| ISHARES FALLEN ANGELS USD BOND ETF | 46435G474 | ETF | 7,508 | $201,665 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001696957-24-000006 | this filing | 2024-05-10 | acceptance time not in the bulk data set |