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SigFig Wealth Management, LLC Last Quarter Change: USA ETF, Reduced

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
IEMG
ISHARES INC
CORE MSCI EMKT1,440,4031,393,406-46,997$100,467,766$113,868,988+$13,401,222
IJR
ISHARES TR
CORE S&P SCP ETF433,280403,881-29,399$53,860,798$59,515,792+$5,654,994
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS64,75364,400-353$38,693,061$43,856,937+$5,163,876
EFV
ISHARES TR
EAFE VALUE ETF108,67643,820-64,856$8,080,042$3,355,278-$4,724,764
QUAL
ISHARES TR
MSCI USA QLT FCT24,8341,486-23,348$4,763,389$322,967-$4,440,422
IAGG
ISHARES TR
CORE INTL AGGR82,5284,377-78,151$4,129,683$221,520-$3,908,163
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT479,118476,632-2,486$30,692,520$33,789,294+$3,096,774
IVE
ISHARES TR
S&P 500 VAL ETF53,69442,796-10,898$11,337,452$9,721,543-$1,615,909
IVW
ISHARES TR
S&P 500 GRWT ETF87,33984,432-2,907$9,878,901$11,448,975+$1,570,074
DYNF
BLACKROCK ETF TRUST
ISHARES US EQUIT169,694168,621-1,073$9,872,786$11,371,810+$1,499,024
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF458,511456,464-2,047$11,348,122$12,566,448+$1,218,326
VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF256,383252,981-3,402$13,853,002$14,963,841+$1,110,839
TLH
ISHARES TR
10-20 YR TRS ETF58,60747,481-11,126$5,902,920$4,810,728-$1,092,192
SCHE
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF326,253326,107-146$10,750,026$11,720,302+$970,276
VTI
VANGUARD INDEX FDS
TOTAL STK MKT22,66722,344-323$7,241,791$8,158,308+$916,517
VXF
VANGUARD INDEX FDS
EXTEND MKT ETF24,81124,590-221$5,106,104$6,004,387+$898,283
VTV
VANGUARD INDEX FDS
VALUE ETF39,72739,529-198$7,794,483$8,642,276+$847,793
SUSC
ISHARES TR
ESG AWRE USD ETF98,45471,806-26,648$2,278,008$1,670,936-$607,072
ESGU
ISHARES TR
ESG AWR MSCI USA22,28621,765-521$3,151,736$3,537,676+$385,940
IWB
ISHARES TR
RUS 1000 ETF16,14615,111-1,035$5,756,846$6,139,716+$382,870
VV
VANGUARD INDEX FDS
LARGE CAP ETF13,35012,715-635$3,989,686$4,338,471+$348,785
IJH
ISHARES TR
CORE S&P MCP ETF56,43653,698-2,738$3,811,114$4,109,513+$298,399
FREL
FIDELITY COVINGTON TRUST
MSCI RL EST ETF114,594113,284-1,310$3,083,714$3,379,275+$295,561
USXF
ISHARES TR
ESG MSCI USA ETF29,58828,043-1,545$1,633,281$1,920,318+$287,037
MTUM
ISHARES TR
MSCI USA MMENTM18,47913,843-4,636$4,434,819$4,651,315+$216,496
VB
VANGUARD INDEX FDS
SMALL CP ETF5,8515,702-149$1,532,595$1,718,109+$185,514
PRF
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF51,59348,682-2,911$2,452,222$2,629,295+$177,073
JHML
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP16,51216,386-126$1,292,394$1,453,766+$161,372
ESGD
ISHARES TR
ESG AW MSCI EAFE7,0895,162-1,927$677,855$529,002-$148,853
IWR
ISHARES TR
RUS MID CAP ETF18,05917,285-774$1,755,862$1,904,098+$148,236
IJS
ISHARES TR
SP SMCP600VL ETF13,90713,144-763$1,647,284$1,792,053+$144,769
USRT
ISHARES TR
CRE U S REIT ETF21,85121,243-608$1,293,343$1,435,208+$141,865
TIP
ISHARES TR
TIPS BD ETF30,48329,512-971$3,364,108$3,243,326-$120,782
JHEM
JOHN HANCOCK EXCHANGE TRADED
MULTFCTR EMRNG19,39819,028-370$664,536$754,390+$89,854
PXH
INVESCO EXCH TRADED FD TR II
RAFI EMRGNG MRKT112,888106,364-6,524$3,037,807$2,953,713-$84,094
INTF
ISHARES TR
INTL EQTY FACTOR118,892115,189-3,703$4,632,007$4,710,061+$78,054
JHMM
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI10,87810,792-86$730,131$806,486+$76,355
CLOA
BLACKROCK ETF TRUST II
ISHARES AAA CLO9,8388,376-1,462$509,952$434,966-$74,986
SCHK
SCHWAB STRATEGIC TR
1000 INDEX ETF38,52835,494-3,034$1,207,082$1,270,685+$63,603
BND
VANGUARD BD INDEX FDS
TOTAL BND MRKT82,53881,612-926$6,078,127$6,015,623-$62,504
ESGE
ISHARES INC
ESG AWR MSCI EM31,43025,545-5,885$1,429,139$1,377,131-$52,008
VNQ
VANGUARD INDEX FDS
REAL ESTATE ETF5,0795,037-42$451,751$494,865+$43,114
JHSC
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML6,6396,631-8$284,747$321,670+$36,923
JHMD
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF18,97018,933-37$803,763$839,205+$35,442
VWOB
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF12,97312,124-849$852,189$818,100-$34,089
HYG
ISHARES TR
IBOXX HI YD ETF5,4424,997-445$432,983$399,819-$33,164
FNDF
SCHWAB STRATEGIC TR
FUNDAMENTAL INTL11,19010,591-599$547,527$557,087+$9,560

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