SigFig Wealth Management, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SigFig Wealth Management, LLC opened 35 positions, added to 58, reduced 47, sold out of 32 and left 0 unchanged. The largest increase in value was ITOT (+$87,987,291); the largest decrease was SPDW (-$32,553,044).
- IEMG: Country of operation —; Class CORE MSCI EMKT; Shares 2026-03-31 1,440,403; Shares 2026-06-30 1,393,406.
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 433,280; Shares 2026-06-30 403,881.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 64,753; Shares 2026-06-30 64,400.
- EFV: Country of operation —; Class EAFE VALUE ETF; Shares 2026-03-31 108,676; Shares 2026-06-30 43,820.
Two Form 13F-HR filings compared (SEC CIK 1696957): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-07). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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IEMG ISHARES INC | | CORE MSCI EMKT | 1,440,403 | 1,393,406 | -46,997 | $100,467,766 | $113,868,988 | +$13,401,222 |
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IJR ISHARES TR | | CORE S&P SCP ETF | 433,280 | 403,881 | -29,399 | $53,860,798 | $59,515,792 | +$5,654,994 |
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VOO VANGUARD INDEX FDS | | S&P 500 ETF SHS | 64,753 | 64,400 | -353 | $38,693,061 | $43,856,937 | +$5,163,876 |
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EFV ISHARES TR | | EAFE VALUE ETF | 108,676 | 43,820 | -64,856 | $8,080,042 | $3,355,278 | -$4,724,764 |
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QUAL ISHARES TR | | MSCI USA QLT FCT | 24,834 | 1,486 | -23,348 | $4,763,389 | $322,967 | -$4,440,422 |
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IAGG ISHARES TR | | CORE INTL AGGR | 82,528 | 4,377 | -78,151 | $4,129,683 | $221,520 | -$3,908,163 |
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VEA VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 479,118 | 476,632 | -2,486 | $30,692,520 | $33,789,294 | +$3,096,774 |
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IVE ISHARES TR | | S&P 500 VAL ETF | 53,694 | 42,796 | -10,898 | $11,337,452 | $9,721,543 | -$1,615,909 |
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IVW ISHARES TR | | S&P 500 GRWT ETF | 87,339 | 84,432 | -2,907 | $9,878,901 | $11,448,975 | +$1,570,074 |
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DYNF BLACKROCK ETF TRUST | | ISHARES US EQUIT | 169,694 | 168,621 | -1,073 | $9,872,786 | $11,371,810 | +$1,499,024 |
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SCHF SCHWAB STRATEGIC TR | | INTL EQTY ETF | 458,511 | 456,464 | -2,047 | $11,348,122 | $12,566,448 | +$1,218,326 |
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VWO VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 256,383 | 252,981 | -3,402 | $13,853,002 | $14,963,841 | +$1,110,839 |
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TLH ISHARES TR | | 10-20 YR TRS ETF | 58,607 | 47,481 | -11,126 | $5,902,920 | $4,810,728 | -$1,092,192 |
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SCHE SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 326,253 | 326,107 | -146 | $10,750,026 | $11,720,302 | +$970,276 |
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VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 22,667 | 22,344 | -323 | $7,241,791 | $8,158,308 | +$916,517 |
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VXF VANGUARD INDEX FDS | | EXTEND MKT ETF | 24,811 | 24,590 | -221 | $5,106,104 | $6,004,387 | +$898,283 |
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VTV VANGUARD INDEX FDS | | VALUE ETF | 39,727 | 39,529 | -198 | $7,794,483 | $8,642,276 | +$847,793 |
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SUSC ISHARES TR | | ESG AWRE USD ETF | 98,454 | 71,806 | -26,648 | $2,278,008 | $1,670,936 | -$607,072 |
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ESGU ISHARES TR | | ESG AWR MSCI USA | 22,286 | 21,765 | -521 | $3,151,736 | $3,537,676 | +$385,940 |
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IWB ISHARES TR | | RUS 1000 ETF | 16,146 | 15,111 | -1,035 | $5,756,846 | $6,139,716 | +$382,870 |
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VV VANGUARD INDEX FDS | | LARGE CAP ETF | 13,350 | 12,715 | -635 | $3,989,686 | $4,338,471 | +$348,785 |
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IJH ISHARES TR | | CORE S&P MCP ETF | 56,436 | 53,698 | -2,738 | $3,811,114 | $4,109,513 | +$298,399 |
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FREL FIDELITY COVINGTON TRUST | | MSCI RL EST ETF | 114,594 | 113,284 | -1,310 | $3,083,714 | $3,379,275 | +$295,561 |
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USXF ISHARES TR | | ESG MSCI USA ETF | 29,588 | 28,043 | -1,545 | $1,633,281 | $1,920,318 | +$287,037 |
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MTUM ISHARES TR | | MSCI USA MMENTM | 18,479 | 13,843 | -4,636 | $4,434,819 | $4,651,315 | +$216,496 |
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VB VANGUARD INDEX FDS | | SMALL CP ETF | 5,851 | 5,702 | -149 | $1,532,595 | $1,718,109 | +$185,514 |
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PRF INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 51,593 | 48,682 | -2,911 | $2,452,222 | $2,629,295 | +$177,073 |
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JHML JOHN HANCOCK EXCHANGE TRADED | | MLTFCTR LRG CAP | 16,512 | 16,386 | -126 | $1,292,394 | $1,453,766 | +$161,372 |
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ESGD ISHARES TR | | ESG AW MSCI EAFE | 7,089 | 5,162 | -1,927 | $677,855 | $529,002 | -$148,853 |
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IWR ISHARES TR | | RUS MID CAP ETF | 18,059 | 17,285 | -774 | $1,755,862 | $1,904,098 | +$148,236 |
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IJS ISHARES TR | | SP SMCP600VL ETF | 13,907 | 13,144 | -763 | $1,647,284 | $1,792,053 | +$144,769 |
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USRT ISHARES TR | | CRE U S REIT ETF | 21,851 | 21,243 | -608 | $1,293,343 | $1,435,208 | +$141,865 |
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TIP ISHARES TR | | TIPS BD ETF | 30,483 | 29,512 | -971 | $3,364,108 | $3,243,326 | -$120,782 |
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JHEM JOHN HANCOCK EXCHANGE TRADED | | MULTFCTR EMRNG | 19,398 | 19,028 | -370 | $664,536 | $754,390 | +$89,854 |
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PXH INVESCO EXCH TRADED FD TR II | | RAFI EMRGNG MRKT | 112,888 | 106,364 | -6,524 | $3,037,807 | $2,953,713 | -$84,094 |
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INTF ISHARES TR | | INTL EQTY FACTOR | 118,892 | 115,189 | -3,703 | $4,632,007 | $4,710,061 | +$78,054 |
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JHMM JOHN HANCOCK EXCHANGE TRADED | | MULTIFACTOR MI | 10,878 | 10,792 | -86 | $730,131 | $806,486 | +$76,355 |
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CLOA BLACKROCK ETF TRUST II | | ISHARES AAA CLO | 9,838 | 8,376 | -1,462 | $509,952 | $434,966 | -$74,986 |
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SCHK SCHWAB STRATEGIC TR | | 1000 INDEX ETF | 38,528 | 35,494 | -3,034 | $1,207,082 | $1,270,685 | +$63,603 |
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BND VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 82,538 | 81,612 | -926 | $6,078,127 | $6,015,623 | -$62,504 |
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ESGE ISHARES INC | | ESG AWR MSCI EM | 31,430 | 25,545 | -5,885 | $1,429,139 | $1,377,131 | -$52,008 |
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VNQ VANGUARD INDEX FDS | | REAL ESTATE ETF | 5,079 | 5,037 | -42 | $451,751 | $494,865 | +$43,114 |
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JHSC JOHN HANCOCK EXCHANGE TRADED | | MULTIFACTR SML | 6,639 | 6,631 | -8 | $284,747 | $321,670 | +$36,923 |
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JHMD JOHN HANCOCK EXCHANGE TRADED | | MULTI INTL ETF | 18,970 | 18,933 | -37 | $803,763 | $839,205 | +$35,442 |
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VWOB VANGUARD WHITEHALL FDS | | EM MK GOV BD ETF | 12,973 | 12,124 | -849 | $852,189 | $818,100 | -$34,089 |
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HYG ISHARES TR | | IBOXX HI YD ETF | 5,442 | 4,997 | -445 | $432,983 | $399,819 | -$33,164 |
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FNDF SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 11,190 | 10,591 | -599 | $547,527 | $557,087 | +$9,560 |
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