SigFig Wealth Management, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SigFig Wealth Management, LLC opened 146 positions, added to 698, reduced 445 and sold out of 121.
- Q2 2026: Stock ITOT; Country of operation —; Class CORE S&P TTL STK; Shares before 4,042,349.
- Q2 2026: Stock GSLC; Country of operation —; Class ACTIVEBETA US LG; Shares before 1,975,417.
- Q2 2026: Stock LRGF; Country of operation —; Class U S EQUITY FACTR; Shares before 2,891,969.
- Q2 2026: Stock GEM; Country of operation —; Class ACTIVEBETA EME; Shares before 3,345,899.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1696957), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ITOT
ISHARES TR | | CORE S&P TTL STK | 4,042,349 | 4,070,270 | +27,921 | $575,751,092 | $663,738,383 | +$87,987,291 | 2026-07-07 |
|---|
| Q2 2026 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 1,975,417 | 1,998,523 | +23,106 | $247,183,406 | $281,591,344 | +$34,407,938 | 2026-07-07 |
|---|
| Q2 2026 | LRGF
ISHARES TR | | U S EQUITY FACTR | 2,891,969 | 2,927,890 | +35,921 | $190,869,607 | $220,030,510 | +$29,160,903 | 2026-07-07 |
|---|
| Q2 2026 | GEM
GOLDMAN SACHS ETF TR | | ACTIVEBETA EME | 3,345,899 | 3,357,316 | +11,417 | $144,542,407 | $172,532,028 | +$27,989,621 | 2026-07-07 |
|---|
| Q2 2026 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 615,408 | 2,511,036 | +1,895,628 | $176,732,401 | $202,062,614 | +$25,330,213 | 2026-07-07 |
|---|
| Q2 2026 | IVV
ISHARES TR | | CORE S&P500 ETF | 77,493 | 94,718 | +17,225 | $50,618,967 | $70,487,977 | +$19,869,010 | 2026-07-07 |
|---|
| Q2 2026 | GSIE
GOLDMAN SACHS ETF TR | | ACTIVEBETA INT | 4,858,335 | 4,972,665 | +114,330 | $209,539,515 | $226,504,417 | +$16,964,902 | 2026-07-07 |
|---|
| Q2 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 4,114,974 | 4,261,394 | +146,420 | $408,493,863 | $423,455,078 | +$14,961,215 | 2026-07-07 |
|---|
| Q2 2026 | SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 1,833,652 | 2,091,615 | +257,963 | $47,014,833 | $61,096,061 | +$14,081,228 | 2026-07-07 |
|---|
| Q2 2026 | IUSB
ISHARES TR | | CORE UNIVRSL USD | 5,234,998 | 5,503,503 | +268,505 | $241,804,204 | $254,921,914 | +$13,117,710 | 2026-07-07 |
|---|
| Q2 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 1,271,070 | 1,283,865 | +12,795 | $115,069,570 | $123,661,672 | +$8,592,102 | 2026-07-07 |
|---|
| Q2 2026 | PDBC
INVESCO ACTVELY MNGD ETC FD | | OPTIMUM YIELD | 6,701,694 | 6,921,377 | +219,683 | $116,072,877 | $109,634,123 | -$6,438,754 | 2026-07-07 |
|---|
| Q2 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 906,584 | 937,805 | +31,221 | $85,155,110 | $90,798,017 | +$5,642,907 | 2026-07-07 |
|---|
| Q2 2026 | USHY
ISHARES TR | | BROAD USD HIGH | 3,090,034 | 3,203,583 | +113,549 | $113,836,418 | $118,628,238 | +$4,791,820 | 2026-07-07 |
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| Q2 2026 | SMMD
ISHARES TR | | RUSEL 2500 ETF | 157,244 | 176,920 | +19,676 | $12,005,575 | $16,108,529 | +$4,102,954 | 2026-07-07 |
|---|
| Q2 2026 | SCHB
SCHWAB STRATEGIC TR | | US BRD MKT ETF | 522,955 | 523,931 | +976 | $13,126,159 | $15,052,540 | +$1,926,381 | 2026-07-07 |
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| Q2 2026 | VGIT
VANGUARD SCOTTSDALE FDS | | INTER TERM TREAS | 29,179 | 50,028 | +20,849 | $1,737,635 | $2,960,148 | +$1,222,513 | 2026-07-07 |
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| Q2 2026 | EFG
ISHARES TR | | EAFE GRWTH ETF | 46,387 | 48,755 | +2,368 | $5,166,139 | $6,006,563 | +$840,424 | 2026-07-07 |
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| Q2 2026 | VTEB
VANGUARD MUN BD FDS | | TAX EXEMPT BD | 68,472 | 80,055 | +11,583 | $3,416,051 | $4,053,998 | +$637,947 | 2026-07-07 |
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| Q2 2026 | GOVT
ISHARES TR | | US TREAS BD ETF | 287,200 | 314,903 | +27,703 | $6,579,757 | $7,201,837 | +$622,080 | 2026-07-07 |
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| Q2 2026 | MBB
ISHARES TR | | MBS ETF | 62,261 | 68,576 | +6,315 | $5,911,710 | $6,512,691 | +$600,981 | 2026-07-07 |
|---|
| Q2 2026 | EAGG
ISHARES TR | | ESG AWR US AGRGT | 38,684 | 49,186 | +10,502 | $1,839,424 | $2,341,757 | +$502,333 | 2026-07-07 |
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| Q2 2026 | IDEF
BLACKROCK ETF TRUST | United States | ISHARES DEFENSE | 97,437 | 117,322 | +19,885 | $3,188,139 | $3,672,186 | +$484,047 | 2026-07-07 |
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| Q2 2026 | BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 125,857 | 130,756 | +4,899 | $9,713,656 | $10,072,147 | +$358,491 | 2026-07-07 |
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| Q2 2026 | XMMO
INVESCO EXCHANGE TRADED FD T | | S&P MDCP MOMNTUM | 13,207 | 13,574 | +367 | $1,915,279 | $2,272,562 | +$357,283 | 2026-07-07 |
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| Q2 2026 | SCHZ
SCHWAB STRATEGIC TR | | US AGGREGATE B | 467,808 | 482,157 | +14,349 | $10,862,503 | $11,200,497 | +$337,994 | 2026-07-07 |
|---|
| Q2 2026 | BCI
ABRDN ETFS | | BBRG ALL COMD K1 | 155,536 | 155,594 | +58 | $3,777,967 | $3,444,838 | -$333,129 | 2026-07-07 |
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| Q2 2026 | PCY
INVESCO EXCH TRADED FD TR II | | EMRNG MKT SVRG | 184,022 | 190,633 | +6,611 | $3,846,056 | $4,144,360 | +$298,304 | 2026-07-07 |
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| Q2 2026 | IQDG
WISDOMTREE TR | | INTL QULTY DIV | 73,681 | 74,859 | +1,178 | $2,957,555 | $3,215,194 | +$257,639 | 2026-07-07 |
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| Q2 2026 | MUB
ISHARES TR | | NATIONAL MUN ETF | 19,277 | 21,235 | +1,958 | $2,046,254 | $2,287,222 | +$240,968 | 2026-07-07 |
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| Q2 2026 | BALI
BLACKROCK ETF TRUST | | ISHARES US LARG | 12,909 | 18,861 | +5,952 | $397,726 | $634,484 | +$236,758 | 2026-07-07 |
|---|
| Q2 2026 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 309,187 | 310,749 | +1,562 | $14,856,418 | $15,077,524 | +$221,106 | 2026-07-07 |
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| Q2 2026 | VYMI
VANGUARD WHITEHALL FDS | | INTL HIGH ETF | 11,430 | 12,724 | +1,294 | $1,077,163 | $1,250,006 | +$172,843 | 2026-07-07 |
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| Q2 2026 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 6,054 | 6,743 | +689 | $896,597 | $1,068,428 | +$171,831 | 2026-07-07 |
|---|
| Q2 2026 | VTEI
VANGUARD MUN BD FDS | | INTERMEDIATE TRM | 15,199 | 16,637 | +1,438 | $1,518,988 | $1,680,503 | +$161,515 | 2026-07-07 |
|---|
| Q2 2026 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 1,328 | 8,514 | +7,186 | $579,850 | $722,426 | +$142,576 | 2026-07-07 |
|---|
| Q2 2026 | SCHH
SCHWAB STRATEGIC TR | | US REIT ETF | 44,533 | 44,919 | +386 | $957,015 | $1,083,005 | +$125,990 | 2026-07-07 |
|---|
| Q2 2026 | LMUB
ISHARES TR | | LONG TERM MUNI | 18,613 | 20,591 | +1,978 | $929,347 | $1,054,980 | +$125,633 | 2026-07-07 |
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| Q2 2026 | BLV
VANGUARD BD INDEX FDS | | LONG TERM BOND | 97,467 | 98,063 | +596 | $6,703,766 | $6,825,171 | +$121,405 | 2026-07-07 |
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| Q2 2026 | EVUS
ISHARES TR | | ESG AWR MSCI USA | 32,218 | 32,519 | +301 | $1,025,548 | $1,143,226 | +$117,678 | 2026-07-07 |
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| Q2 2026 | DMXF
ISHARES TR | | ESG EAFE ETF | 11,780 | 11,868 | +88 | $888,823 | $996,068 | +$107,245 | 2026-07-07 |
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| Q2 2026 | DGRO
ISHARES TR | | CORE DIV GRWTH | 10,371 | 10,878 | +507 | $727,837 | $826,184 | +$98,347 | 2026-07-07 |
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| Q2 2026 | ACWX
ISHARES TR | | MSCI ACWI EX US | 3,115 | 4,086 | +971 | $213,284 | $308,452 | +$95,168 | 2026-07-07 |
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| Q2 2026 | ISTB
ISHARES TR | | CORE 1 5 YR USD | 8,775 | 10,563 | +1,788 | $425,217 | $510,181 | +$84,964 | 2026-07-07 |
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| Q2 2026 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 181,550 | 183,517 | +1,967 | $14,235,312 | $14,317,973 | +$82,661 | 2026-07-07 |
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| Q2 2026 | SYSB
ISHARES TR | United States | SYSTEMATIC BD ET | 13,524 | 14,404 | +880 | $1,203,636 | $1,283,396 | +$79,760 | 2026-07-07 |
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| Q2 2026 | HYLB
DBX ETF TR | | XTRACK USD HIGH | 24,179 | 25,285 | +1,106 | $874,321 | $923,420 | +$49,099 | 2026-07-07 |
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| Q2 2026 | VTES
VANGUARD WELLINGTON FD | | SHORT TRM TAX EX | 3,881 | 4,319 | +438 | $392,524 | $437,472 | +$44,948 | 2026-07-07 |
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| Q2 2026 | VMBS
VANGUARD SCOTTSDALE FDS | | MTG-BKD SECS ETF | 148,163 | 148,909 | +746 | $6,956,272 | $7,000,231 | +$43,959 | 2026-07-07 |
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| Q2 2026 | DGS
WISDOMTREE TR | | EMG MKTS SMCAP | 9,304 | 9,365 | +61 | $559,170 | $600,765 | +$41,595 | 2026-07-07 |
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| Q2 2026 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 61,917 | 63,295 | +1,378 | $1,647,603 | $1,683,650 | +$36,047 | 2026-07-07 |
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| Q2 2026 | SCHO
SCHWAB STRATEGIC TR | | SHT TM US TRES | 121,068 | 123,085 | +2,017 | $2,938,315 | $2,973,726 | +$35,411 | 2026-07-07 |
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| Q2 2026 | HDV
ISHARES TR | | CORE HIGH DV ETF | 1,865 | 9,406 | +7,541 | $253,118 | $260,452 | +$7,334 | 2026-07-07 |
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| Q2 2026 | EMLC
VANECK ETF TRUST | | JP MRGAN EM LOC | 8,194 | 8,262 | +68 | $205,751 | $211,425 | +$5,674 | 2026-07-07 |
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| Q2 2026 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 12,483 | 12,596 | +113 | $243,793 | $246,000 | +$2,207 | 2026-07-07 |
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| Q2 2026 | BSCR
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2027 CB | 12,397 | 12,511 | +114 | $243,291 | $245,403 | +$2,112 | 2026-07-07 |
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| Q2 2026 | BSCS
INVESCO EXCH TRD SLF IDX FD | | INVSCO BLSH 28 | 11,968 | 12,049 | +81 | $244,422 | $245,438 | +$1,016 | 2026-07-07 |
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| Q2 2026 | SHY
ISHARES TR | | 1 3 YR TREAS BD | 57,430 | 57,713 | +283 | $4,742,014 | $4,742,273 | +$259 | 2026-07-07 |
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