SigFig Wealth Management, LLC
- sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
- $3.4B
- every reported holding for this filer and quarter, including ones with no disclosed value
- 139
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 11
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 9
Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
by shares · How classified ↗| The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping. | position matched across quarters by exact reported CUSIP over a registry gap — never a name match | NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE | derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|---|
| — | share class as filed: CORE S&P TTL STK · position key pos:11463 · issuer key iss:1012 | ADD | +$34.4M | +404,119 | $541M | $576M | 3,638,230 | 4,042,349 |
| — | share class as filed: CORE US AGGBD ET · position key pos:14737 · issuer key iss:1012 | ADD | +$45.0M | +476,306 | $363M | $408M | 3,638,668 | 4,114,974 |
| — | share class as filed: ACTIVEBETA US LG · position key sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0 · issuer key iss:2392 | ADD | +$16.7M | +234,073 | $231M | $247M | 1,741,344 | 1,975,417 |
| — | share class as filed: CORE UNIVRSL USD · position key sid:sec:prov:df074602715c1ffe206222b8ce0c038f · issuer key iss:2405 | ADD | +$26.3M | +603,965 | $216M | $242M | 4,631,033 | 5,234,998 |
| — | share class as filed: ACTIVEBETA INT · position key sid:sec:prov:0eefd08f4910374e561c8074d513084d · issuer key iss:2392 | ADD | +$17.2M | +379,920 | $192M | $210M | 4,478,415 | 4,858,335 |
| — | share class as filed: U S EQUITY FACTR · position key sid:sec:prov:763c6b16ddbd2879e35ad29e94078516 · issuer key iss:2405 | ADD | +$15.2M | +362,397 | $176M | $191M | 2,529,572 | 2,891,969 |
| — | share class as filed: MID CAP ETF · position key pos:14055 · issuer key iss:2483 | ADD | +$16.4M | +62,950 | $160M | $177M | 552,458 | 615,408 |
| — | share class as filed: ACTIVEBETA EME · position key sid:sec:prov:fc1023a1198c0241370c2e55e9fb7671 · issuer key iss:2392 | ADD | +$9.6M | +103,709 | $135M | $145M | 3,242,190 | 3,345,899 |
| — | share class as filed: OPTIMUM YIELD · position key sid:sec:prov:bef9316abbc3a8eebd6ee52ecb807d25 · issuer key cusip6:46090F | TRIM | +$14.9M | −934,506 | $101M | $116M | 7,636,200 | 6,701,694 |
| — | share class as filed: CORE MSCI EAFE · position key sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6 · issuer key cusip6:46432F | ADD | +$6.2M | +55,870 | $109M | $115M | 1,215,200 | 1,271,070 |
| — | share class as filed: BROAD USD HIGH · position key sid:sec:prov:a171e06cda613d537a724e47e506b8dd · issuer key cusip6:46435U | ADD | +$12.5M | +379,829 | $101M | $114M | 2,710,205 | 3,090,034 |
| — | share class as filed: CORE MSCI EMKT · position key pos:13905 · issuer key iss:1016 | ADD | +$3.7M | +875 | $96.8M | $100M | 1,439,528 | 1,440,403 |
| — | share class as filed: JPMORGAN USD EMG · position key pos:15571 · issuer key iss:1013 | ADD | +$7.7M | +102,681 | $77.4M | $85.2M | 803,903 | 906,584 |
| — | share class as filed: CORE S&P SCP ETF · position key pos:14033 · issuer key iss:1012 | ADD | +$5.4M | +30,299 | $48.4M | $53.9M | 402,981 | 433,280 |
| — | share class as filed: CORE S&P500 ETF · position key pos:10307 · issuer key iss:1012 | ADD | +$3.7M | +8,997 | $46.9M | $50.6M | 68,496 | 77,493 |
| — | share class as filed: US LRG CAP ETF · position key pos:11230 · issuer key iss:1633 | ADD | +$5.4M | +286,712 | $41.7M | $47.0M | 1,546,940 | 1,833,652 |
| — | share class as filed: S&P 500 ETF SHS · position key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key iss:2483 | TRIM | −$3.1M | −1,929 | $41.8M | $38.7M | 66,682 | 64,753 |
| — | share class as filed: STATE STREET SPD · position key sid:sec:prov:8eb35ebc152e2250618fad852c7a297e · issuer key cusip6:78463X | ADD | +$3.0M | +48,570 | $29.6M | $32.6M | 664,539 | 713,109 |
| — | share class as filed: VAN FTSE DEV MKT · position key pos:17409 · issuer key iss:2478 | TRIM | −$1.4M | −35,045 | $32.1M | $30.7M | 514,163 | 479,118 |
| — | share class as filed: STATE STREET SPD · position key pos:13782 · issuer key iss:1602 | TRIM | −$1.5M | −2,897 | $24.3M | $22.8M | 291,165 | 288,268 |
| — | share class as filed: TOTAL INT BD ETF · position key sid:sec:prov:efecb32bb577807f0d7dfd77d5f0f1ba · issuer key cusip6:92203J | ADD | +$1.1M | +25,380 | $13.7M | $14.9M | 283,807 | 309,187 |
| — | share class as filed: STATE STREET SPD · position key pos:10567 · issuer key iss:1602 | ADD | +$853K | +36,566 | $13.8M | $14.6M | 533,811 | 570,377 |
| — | share class as filed: SHORT TRM BOND · position key pos:10984 · issuer key iss:2477 | ADD | +$1.2M | +15,788 | $13.1M | $14.2M | 165,762 | 181,550 |
| — | share class as filed: FTSE EMR MKT ETF · position key sid:sec:prov:2727b63284f6235da134480881be8949 · issuer key iss:2480 | TRIM | −$603K | −12,321 | $14.5M | $13.9M | 268,704 | 256,383 |
| — | share class as filed: STATE STREET SPD · position key sid:sec:prov:dc437b658d2d4d14c03971f472e7916a · issuer key cusip6:78463X | TRIM | −$248K | −4,911 | $13.7M | $13.5M | 291,685 | 286,774 |
| — | share class as filed: US BRD MKT ETF · position key pos:15909 · issuer key iss:1633 | ADD | −$572K | +7,582 | $13.7M | $13.1M | 515,373 | 522,955 |
| — | share class as filed: RUSEL 2500 ETF · position key sid:sec:prov:5e061cf01f0216049e6a4dd081d0269e · issuer key cusip6:46435G | ADD | +$2.0M | +24,373 | $10.0M | $12.0M | 132,871 | 157,244 |
| — | share class as filed: INTL EQTY ETF · position key pos:12476 · issuer key iss:1633 | TRIM | +$106K | −5,996 | $11.2M | $11.3M | 464,507 | 458,511 |
| — | share class as filed: S&P 500 VAL ETF · position key pos:13906 · issuer key iss:1012 | TRIM | −$653K | −2,846 | $12.0M | $11.3M | 56,540 | 53,694 |
| — | share class as filed: US AGGREGATE B · position key pos:13824 · issuer key iss:1633 | TRIM | −$141K | −2,017 | $11.0M | $10.9M | 469,825 | 467,808 |
| — | share class as filed: EMRG MKTEQ ETF · position key pos:12778 · issuer key iss:1633 | TRIM | −$154K | −5,094 | $10.9M | $10.8M | 331,347 | 326,253 |
| — | share class as filed: S&P 500 GRWT ETF · position key pos:13746 · issuer key iss:1012 | ADD | −$333K | +4,489 | $10.2M | $9.9M | 82,850 | 87,339 |
| — | share class as filed: ISHARES US EQUIT · position key pos:11275 · issuer key iss:286 | TRIM | −$2.5M | −33,136 | $12.3M | $9.9M | 202,830 | 169,694 |
| — | share class as filed: INTERMED TERM · position key sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd · issuer key iss:2477 | ADD | +$815K | +11,591 | $8.9M | $9.7M | 114,266 | 125,857 |
| — | share class as filed: EAFE VALUE ETF · position key pos:12549 · issuer key iss:1013 | TRIM | −$365K | −9,592 | $8.4M | $8.1M | 118,268 | 108,676 |
| — | share class as filed: VALUE ETF · position key pos:10986 · issuer key iss:2483 | ADD | +$636K | +2,248 | $7.2M | $7.8M | 37,479 | 39,727 |
| — | share class as filed: TOTAL STK MKT · position key pos:12944 · issuer key iss:2483 | TRIM | −$787K | −1,077 | $8.0M | $7.2M | 23,744 | 22,667 |
| — | share class as filed: MTG-BKD SECS ETF · position key sid:sec:prov:3e8440a4e05faf828ae027dc10359b61 · issuer key iss:2482 | ADD | +$551K | +12,119 | $6.4M | $7.0M | 136,044 | 148,163 |
| — | share class as filed: LONG TERM BOND · position key sid:sec:prov:899cd9314d422490901f016c19436749 · issuer key iss:2477 | ADD | +$622K | +9,990 | $6.1M | $6.7M | 87,477 | 97,467 |
| — | share class as filed: US TREAS BD ETF · position key sid:sec:prov:b01efafd9c52181221003a3f82558332 · issuer key cusip6:46429B | ADD | +$5.3M | +232,446 | $1.3M | $6.6M | 54,754 | 287,200 |
| — | share class as filed: STATE STREET SPD · position key pos:12580 · issuer key iss:1602 | TRIM | −$6.1M | −51,922 | $12.7M | $6.5M | 118,560 | 66,638 |
| — | share class as filed: TOTAL BND MRKT · position key pos:17965 · issuer key iss:2477 | TRIM | −$114K | −1,061 | $6.2M | $6.1M | 83,599 | 82,538 |
| — | share class as filed: MBS ETF · position key pos:14874 · issuer key iss:1013 | ADD | +$229K | +2,585 | $5.7M | $5.9M | 59,676 | 62,261 |
| — | share class as filed: 10-20 YR TRS ETF · position key pos:16971 · issuer key iss:1013 | TRIM | −$552K | −4,878 | $6.5M | $5.9M | 63,485 | 58,607 |
| — | share class as filed: RUS 1000 ETF · position key pos:12858 · issuer key iss:1012 | TRIM | −$382K | −99 | $6.1M | $5.8M | 16,245 | 16,146 |
| — | share class as filed: EAFE GRWTH ETF · position key pos:16666 · issuer key iss:1013 | ADD | +$4.9M | +43,822 | $292K | $5.2M | 2,565 | 46,387 |
| — | share class as filed: EXTEND MKT ETF · position key pos:13780 · issuer key iss:2483 | TRIM | −$883K | −3,828 | $6.0M | $5.1M | 28,639 | 24,811 |
| — | share class as filed: STATE STREET SPD · position key sid:sec:prov:dbd67f964c2a4bd02b328306cb3cc97d · issuer key iss:2452 | ADD | +$747K | +34,809 | $4.4M | $5.1M | 184,136 | 218,945 |
| — | share class as filed: ISHARES A I INNO · position key pos:17797 · issuer key iss:286 | ADD | +$197K | +7,465 | $4.6M | $4.8M | 139,420 | 146,885 |
| — | share class as filed: MSCI USA QLT FCT · position key sid:sec:prov:fc322b756e10c5adfb425878e834e2d4 · issuer key cusip6:46432F | TRIM | −$1.0M | −4,401 | $5.8M | $4.8M | 29,235 | 24,834 |
| — | share class as filed: 1 3 YR TREAS BD · position key pos:13422 · issuer key iss:1012 | ADD | +$108K | +1,464 | $4.6M | $4.7M | 55,966 | 57,430 |
| — | share class as filed: INTL EQTY FACTOR · position key sid:sec:prov:48e50a6f8a0d96c450bb8d2eefb7f337 · issuer key iss:2405 | ADD | +$173K | +778 | $4.5M | $4.6M | 118,114 | 118,892 |
| — | share class as filed: MSCI USA MMENTM · position key sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c · issuer key cusip6:46432F | ADD | +$567K | +3,028 | $3.9M | $4.4M | 15,451 | 18,479 |
| — | share class as filed: ISHARES US THEMA · position key pos:16070 · issuer key iss:286 | ADD | −$89.2K | +5,057 | $4.5M | $4.4M | 116,387 | 121,444 |
| — | share class as filed: CORE INTL AGGR · position key sid:sec:prov:b43df51717170470bc35e2f057b8280c · issuer key cusip6:46435G | ADD | +$276K | +5,472 | $3.9M | $4.1M | 77,056 | 82,528 |
| — | share class as filed: LARGE CAP ETF · position key pos:11695 · issuer key iss:2483 | ADD | +$201K | +1,316 | $3.8M | $4.0M | 12,034 | 13,350 |
| — | share class as filed: ISHARES FLEXIBLE · position key pos:11638 · issuer key iss:280 | TRIM | −$809K | −14,159 | $4.7M | $3.9M | 88,334 | 74,175 |
| — | share class as filed: EMRNG MKT SVRG · position key sid:sec:prov:60eebfe020b9f24cb5331c641e7eb9e0 · issuer key iss:2403 | ADD | −$110K | +2,217 | $4.0M | $3.8M | 181,805 | 184,022 |
| — | share class as filed: CORE S&P MCP ETF · position key pos:16868 · issuer key iss:1012 | TRIM | −$16.9K | −1,565 | $3.8M | $3.8M | 58,001 | 56,436 |
| — | share class as filed: RUS TP200 VL ETF · position key sid:sec:prov:d5c14ea6c1a879798bb717c17f515397 · issuer key cusip6:464289 | TRIM | −$938K | −10,575 | $4.7M | $3.8M | 51,352 | 40,777 |
| — | share class as filed: BBRG ALL COMD K1 · position key sid:sec:prov:d9630d732c8106ea2c2292ccbf2714c4 · issuer key cusip6:003261 | TRIM | +$248K | −25,213 | $3.5M | $3.8M | 180,749 | 155,536 |
| — | share class as filed: TAX EXEMPT BD · position key sid:sec:prov:3befb2dfacacebff62a1d992609b2891 · issuer key cusip6:922907 | ADD | +$630K | +13,067 | $2.8M | $3.4M | 55,405 | 68,472 |
| — | share class as filed: TIPS BD ETF · position key pos:16133 · issuer key iss:1012 | ADD | +$45.8K | +321 | $3.3M | $3.4M | 30,162 | 30,483 |
| — | share class as filed: ISHARES US CARBO · position key pos:12407 · issuer key iss:286 | TRIM | −$491K | −4,114 | $3.8M | $3.3M | 51,163 | 47,049 |
| — | share class as filed: ISHARES LARGE CA · position key pos:14807 · issuer key iss:286 | NEW | +$3.3M | +79,877 | $0 | $3.3M | — | 79,877 |
| — | share class as filed: ISHARES DEFENSE · position key pos:13349 · issuer key iss:286 | NEW | +$3.2M | +97,437 | $0 | $3.2M | — | 97,437 |
| — | share class as filed: ESG AWR MSCI USA · position key sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af · issuer key cusip6:46435G | ADD | −$150K | +126 | $3.3M | $3.2M | 22,160 | 22,286 |
| — | share class as filed: MSCI RL EST ETF · position key sid:sec:prov:f5e3834f071c0f6cc81c5796d75f8a91 · issuer key cusip6:316092 | TRIM | −$49.1K | −1,480 | $3.1M | $3.1M | 116,074 | 114,594 |
| — | share class as filed: RAFI EMRGNG MRKT · position key sid:sec:prov:3b7987afbdf6570bc53bb49acd909763 · issuer key iss:2403 | ADD | +$154K | +1,137 | $2.9M | $3.0M | 111,751 | 112,888 |
| — | share class as filed: INTL QULTY DIV · position key pos:11353 · issuer key iss:1982 | ADD | +$113K | +5,105 | $2.8M | $3.0M | 68,576 | 73,681 |
| — | share class as filed: SHT TM US TRES · position key pos:12291 · issuer key iss:1633 | ADD | −$9.4K | +16 | $2.9M | $2.9M | 121,052 | 121,068 |
| — | share class as filed: RAFI US 1000 ETF · position key pos:13240 · issuer key iss:1000 | ADD | +$506K | +10,122 | $1.9M | $2.5M | 41,471 | 51,593 |
| — | share class as filed: STATE STREET SPD · position key sid:sec:prov:8b57560043266bcb6e19f900348f25bb · issuer key iss:2452 | TRIM | −$102K | −3,271 | $2.5M | $2.4M | 86,906 | 83,635 |
| — | share class as filed: STATE STREET SPD · position key pos:15264 · issuer key iss:1602 | ADD | +$437K | +18,045 | $1.9M | $2.3M | 74,393 | 92,438 |
| — | share class as filed: ESG AWRE USD ETF · position key sid:sec:prov:2e93ba79289665ac776a0bbc4f2b0f1a · issuer key cusip6:46435G | ADD | +$52.0K | +3,268 | $2.2M | $2.3M | 95,186 | 98,454 |
| — | share class as filed: ESG MSCI KLD 400 · position key pos:14349 · issuer key iss:1013 | TRIM | −$349K | −1,645 | $2.5M | $2.2M | 19,591 | 17,946 |
| — | share class as filed: NATIONAL MUN ETF · position key pos:16556 · issuer key iss:1013 | TRIM | −$75.2K | −534 | $2.1M | $2.0M | 19,811 | 19,277 |
| — | share class as filed: US CASH COWS 100 · position key sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2 · issuer key cusip6:69374H | NEW | +$2.0M | +32,046 | $0 | $2.0M | — | 32,046 |
| — | share class as filed: S&P MDCP MOMNTUM · position key pos:10955 · issuer key iss:1000 | NEW | +$1.9M | +13,207 | $0 | $1.9M | — | 13,207 |
| — | share class as filed: ESG AWR US AGRGT · position key sid:sec:prov:dc75c9764218133658da2251c207ddb8 · issuer key cusip6:46435U | TRIM | −$34.2M | −714,129 | $36.0M | $1.8M | 752,813 | 38,684 |
| — | share class as filed: RUS MID CAP ETF · position key pos:16063 · issuer key iss:1012 | ADD | +$216K | +2,061 | $1.5M | $1.8M | 15,998 | 18,059 |
| — | share class as filed: INTER TERM TREAS · position key sid:sec:prov:7175357d7c86ef92a73a4c94c374b858 · issuer key iss:2482 | ADD | +$150K | +2,692 | $1.6M | $1.7M | 26,487 | 29,179 |
| — | share class as filed: US TIPS ETF · position key pos:17475 · issuer key iss:1633 | ADD | +$25.8K | +738 | $1.6M | $1.6M | 61,179 | 61,917 |
| — | share class as filed: SP SMCP600VL ETF · position key pos:16990 · issuer key iss:1012 | ADD | +$144K | +691 | $1.5M | $1.6M | 13,216 | 13,907 |
| — | share class as filed: ESG MSCI USA ETF · position key sid:sec:prov:1c18e501486a7db35962bd4fa7865f72 · issuer key iss:2406 | TRIM | −$37.0M | −640,667 | $38.6M | $1.6M | 670,255 | 29,588 |
| — | share class as filed: SMALL CP ETF · position key pos:17231 · issuer key iss:2483 | TRIM | −$115K | −535 | $1.6M | $1.5M | 6,386 | 5,851 |
| — | share class as filed: STATE STREET SPD · position key pos:15865 · issuer key iss:1602 | TRIM | −$77.8K | −3,064 | $1.6M | $1.5M | 61,643 | 58,579 |
| — | share class as filed: INTERMEDIATE TRM · position key sid:sec:prov:71e65aeca9e9e59ff0da9b03a7e1fe82 · issuer key cusip6:922907 | ADD | +$107K | +1,192 | $1.4M | $1.5M | 14,007 | 15,199 |
| a reviewed mapping row for this filed issuer name and share class (never inferred from the name) | share class as filed: ISHARES NEW · position key pos:11871 · issuer key iss:1011 | TRIM | −$2.1M | −27,378 | $3.6M | $1.5M | 43,938 | 16,560 |
| — | share class as filed: ESG AWR MSCI EM · position key pos:16400 · issuer key iss:1016 | TRIM | −$11.9M | −270,785 | $13.3M | $1.4M | 302,215 | 31,430 |
| — | share class as filed: GLOBAL EQUITY ET · position key sid:sec:prov:0b58f4a1555b2f343a5ff3d428196d32 · issuer key cusip6:78249U | ADD | +$6.4K | +1,357 | $1.4M | $1.4M | 45,693 | 47,050 |
| — | share class as filed: CRE U S REIT ETF · position key pos:17389 · issuer key iss:1013 | TRIM | −$10.3K | −947 | $1.3M | $1.3M | 22,798 | 21,851 |
| — | share class as filed: MLTFCTR LRG CAP · position key sid:sec:prov:e49f1e5ed80867a42287e2907bd24473 · issuer key cusip6:47804J | TRIM | −$43.4K | −217 | $1.3M | $1.3M | 16,729 | 16,512 |
| — | share class as filed: 1000 INDEX ETF · position key pos:11810 · issuer key iss:1633 | ADD | +$273K | +10,051 | $934K | $1.2M | 28,477 | 38,528 |
| — | share class as filed: SYSTEMATIC BD ET · position key sid:sec:prov:36f92405aaa104302c8dfa34a53ec3ba · issuer key cusip6:46435U | ADD | +$52.7K | +702 | $1.2M | $1.2M | 12,822 | 13,524 |
| — | share class as filed: INTL HIGH ETF · position key pos:14012 · issuer key iss:2479 | ADD | +$207K | +1,762 | $870K | $1.1M | 9,668 | 11,430 |
| — | share class as filed: ESG AWR MSCI USA · position key sid:sec:prov:49af4edba37763000dc40b4fc5f3839d · issuer key iss:2406 | ADD | +$30.4K | +1,161 | $995K | $1.0M | 31,057 | 32,218 |
| — | share class as filed: US REIT ETF · position key pos:12876 · issuer key iss:1633 | TRIM | +$21.4K | −104 | $936K | $957K | 44,637 | 44,533 |
| — | share class as filed: LONG TERM MUNI · position key sid:sec:prov:bf5bc51257d954e8cb2d6ceb8d8131a1 · issuer key cusip6:46438G | NEW | +$929K | +18,613 | $0 | $929K | — | 18,613 |
| — | share class as filed: HIGH DIV YLD · position key pos:12412 · issuer key iss:2479 | TRIM | −$67.3K | −662 | $964K | $897K | 6,716 | 6,054 |
Flags: no row carries a flag.
1–20 of the 100 changes on this page
Reported positions — 2026-03-31
43 issuers · 139 rows| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt | ||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR12 positions · 12 reported rows
| $1.1B | 9,001,590 | 33.2% | |||||||||||||||||||||||||||||||||||||
| — | GOLDMAN SACHS ETF TR3 positions · 3 reported rows
| $601M | 10,179,651 | 17.6% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR4 positions · 4 reported rows
| $438M | 8,256,230 | 12.8% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD INDEX FDS9 positions · 9 reported rows
| $242M | 792,974 | 7.1% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR4 positions · 4 reported rows
| $125M | 1,323,158 | 3.7% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR3 positions · 3 reported rows
| $117M | 3,142,242 | 3.4% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR10 positions · 10 reported rows
| $116M | 1,250,146 | 3.4% | |||||||||||||||||||||||||||||||||||||
| — | INVESCO ACTVELY MNGD ETC FD · OPTIMUM YIELD CUSIP 46090F100 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $116M | 6,701,694 | 3.4% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES INC2 positions · 2 reported rows
| $102M | 1,471,833 | 3.0% | |||||||||||||||||||||||||||||||||||||
| — | SCHWAB STRATEGIC TR10 positions · 10 reported rows
| $100M | 3,886,415 | 2.9% | |||||||||||||||||||||||||||||||||||||
| — | SPDR SERIES TRUST7 positions · 7 reported rows
| $48.4M | 1,085,773 | 1.4% | |||||||||||||||||||||||||||||||||||||
| — | SPDR INDEX SHS FDS2 positions · 2 reported rows
| $46.0M | 999,883 | 1.3% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD BD INDEX FDS4 positions · 4 reported rows
| $36.7M | 487,412 | 1.1% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $30.7M | 479,118 | 0.9% | |||||||||||||||||||||||||||||||||||||
| — | BLACKROCK ETF TRUST8 positions · 8 reported rows
| $29.8M | 684,503 | 0.9% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR7 positions · 7 reported rows
| $22.8M | 376,517 | 0.7% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF CUSIP 92203J407 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $14.9M | 309,187 | 0.4% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $13.9M | 256,383 | 0.4% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD SCOTTSDALE FDS2 positions · 2 reported rows
| $8.7M | 177,342 | 0.3% | |||||||||||||||||||||||||||||||||||||
| — | SPDR SERIES TRUST4 positions · 4 reported rows
| $8.1M | 314,109 | 0.2% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR3 positions · 3 reported rows
| $7.1M | 295,563 | 0.2% | |||||||||||||||||||||||||||||||||||||
| — | INVESCO EXCH TRADED FD TR II2 positions · 2 reported rows
| $6.9M | 296,910 | 0.2% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD MUN BD FDS2 positions · 2 reported rows
| $4.9M | 83,671 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | BLACKROCK ETF TRUST II3 positions · 3 reported rows
| $4.6M | 88,632 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | INVESCO EXCHANGE TRADED FD T2 positions · 2 reported rows
| $4.4M | 64,800 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR4 positions · 4 reported rows
| $3.9M | 80,582 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR · RUS TP200 VL ETF CUSIP 464289420 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $3.8M | 40,777 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | ABRDN ETFS · BBRG ALL COMD K1 CUSIP 003261104 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $3.8M | 155,536 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | JOHN HANCOCK EXCHANGE TRADED5 positions · 5 reported rows
| $3.8M | 72,397 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | FIDELITY COVINGTON TRUST · MSCI RL EST ETF CUSIP 316092857 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $3.1M | 114,594 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | WISDOMTREE TR · INTL QULTY DIV CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $3.0M | 73,681 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD WHITEHALL FDS3 positions · 3 reported rows
| $2.8M | 30,457 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | RUSSELL INVTS EXCHANGE TRADE4 positions · 4 reported rows
| $2.6M | 87,909 | 0.1% | |||||||||||||||||||||||||||||||||||||
| — | PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $2.0M | 32,046 | 0.1% | |||||||||||||||||||||||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ISHARES GOLD TR · ISHARES NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $1.5M | 16,560 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | ISHARES TR · LONG TERM MUNI CUSIP 46438G448 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $929K | 18,613 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | DBX ETF TR · XTRACK USD HIGH CUSIP 233051432 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $874K | 24,179 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | INVESCO EXCH TRD SLF IDX FD3 positions · 3 reported rows
| $732K | 36,848 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | WISDOMTREE TR · EMG MKTS SMCAP CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $559K | 9,304 | 0.0% | |||||||||||||||||||||||||||||||||||||
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-04-14 +14d | $467K | 1,838 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | VANGUARD WELLINGTON FD · SHORT TRM TAX EX CUSIP 921935870 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $393K | 3,881 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | FIRST TR EXCHANGE TRAD FD VI · FST TR GLB FD CUSIP 33739H101 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $222K | 7,722 | 0.0% | |||||||||||||||||||||||||||||||||||||
| — | VANECK ETF TRUST · JP MRGAN EM LOC CUSIP 92189H300 quarter ended 2026-03-31 filed filed 2026-04-14 +14d ticker not yet mapped | $206K | 8,194 | 0.0% |
1–20 of 43 issuers
Book shape
Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.- 90.1%above median 80.0%
- integer Herfindahl–Hirschman index in basis points over disclosed position values
- 706 bpsabove median 446 bps
- holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
- 139 / 139median book 97.5 positions
148 quarter-over-quarter rows
Filing history
Complete source filings on SEC EDGAR
The filing on EDGAR is the record, including any filed after this build.
Open SigFig Wealth Management, LLC's 13F filings on SEC EDGAR ↗A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.
Affiliated managers may report the same position, so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice.