Sigfig Wealth Management, LLC

CIK Number: 0001696957

2.77B
Market Value
124
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Main Sectors:
Top Industries:
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 ITOT iShares Core S&...
130.11
-0.88% 3.48M -0.6% 448.98M 97.84 16.25%
2 AGG iShares Core U....
98.08
+0.33% 3.02M +4.00% 292.88M 108.56 10.60%
3 GSLC Goldman Sachs A...
117.17
-0.81% 1.87M -0.91% 215.72M 66.88 7.81%
4 IUSB iShares Core To...
45.69
+0.27% 4M +1.66% 181M 50.43 6.55%
5 GSIE Goldman Sachs A...
39.08
-1.21% 4.53M +5.32% 151M 30.79 5.47%
6 LRGF iShares U.S. Eq...
61.66
-0.75% 1.97M -0.13% 119.62M 42.4 4.33%
7 VXF Vanguard Extend...
186.04
-0.9% 611.61K -3.5% 116.32M 131.87 4.21%
8 GEM Goldman Sachs A...
35.98
-1.41% 3.29M +2.27% 105.33M 33.76 3.81%
9 IEFA iShares Core MS...
80.91
-1.24% 1.24M +4.04% 86.83M 64.14 3.14%
10 PDBC Invesco Optimum...
13.80
+1.96% 6.5M +8.51% 84.09M 15.64 3.04%
11 IJR iShares Core S&...
105.81
-1.09% 706.01K +0.14% 81.17M 99.96 2.94%
12 USHY iShares Broad U...
36.96
-0.16% 2.2M +2.50% 80.75M 35.02 2.92%
13 IEMG iShares Core MS...
57.92
-1.25% 1.31M +2.55% 68.45M 53.61 2.48%
14 EMB iShares J.P. Mo...
91.06
+0.05% 707.3K +2.69% 63M 89.33 2.28%
15 VOO Vanguard 500 In...
549.20
-0.88% 66.41K -0.61% 35.93M 407.28 1.30%
16 IVV iShares Core S&...
598.51
-0.87% 56.14K -22.95% 33.18M 445.71 1.20%
17 USXF iShares ESG Adv...
51.43
-0.79% 649.15K +4.12% 32.44M 36.28 1.17%
18 EAGG iShares ESG U.S...
47.02
+0.37% 627.97K +7.96% 29.21M 47.04 1.06%
19 VO Vanguard Mid Ca...
271.50
-0.82% 102.4K +28.44% 27.05M 260.15 0.98%
20 USSG Xtrackers MSCI ...
55.05
-1% 496K +5.18% 26.86M 43.34 0.97%
21 VEA Vanguard Develo...
55.73
-1.28% 557.63K +3.72% 26.57M 44.59 0.96%
22 EUSB iShares ESG Adv...
43.05
+0.24% 535.24K +5.86% 22.79M 43.1 0.82%
23 SPTM SPDR Portfolio ...
72.45
-0.88% 355.15K -9.49% 22.49M 54.44 0.81%
24 SPYG SPDR Portfolio ...
91.36
-0.84% 214.29K +381.77% 19M 85.68 0.69%
25 SPDW SPDR Portfolio ...
39.95
-1.27% 542.59K +5.22% 18.37M 32 0.66%
26 SCHX Schwab U.S. Lar...
23.65
-0.88% 732.69K +300.83% 16.4M 20.18 0.59%
27 DMXF iShares ESG Adv...
72.12
-1.6% 233.32K +14.50% 15.1M 60.85 0.55%
28 BNDX Vanguard Total ...
49.34
+0.10% 298.64K +5.64% 14.65M 55.27 0.53%
29 SPEM SPDR Portfolio ...
41.95
-1.2% 355.05K -5.61% 13.15M 39.32 0.48%
30 VWO Vanguard Emergi...
48.28
-1.13% 282.69K +1.82% 12.33M 41.48 0.45%
31 SPAB SPDR Portfolio ...
25.30
+0.34% 455.13K +3.13% 12.31M 27.15 0.45%
32 BSV Vanguard Short-...
78.16
+0.11% 156.9K +2.73% 12.12M 81.47 0.44%
33 IVW iShares S&P 500...
105.37
-0.85% 94.23K -4.59% 9.65M 84.46 0.35%
34 ESGE iShares ESG Awa...
37.72
-1.4% 287.43K +7.00% 9.63M 32.83 0.35%
35 ESML iShares ESG Awa...
40.01
-1.06% 227.28K +3.70% 9.54M 35.57 0.35%
36 HYXF iShares ESG Adv...
46.81
-0.07% 200.27K +5.87% 9.26M 44.57 0.34%
37 IWY iShares Russell...
236.07
-0.98% 38.95K +100.00% 9.24M 235.27 0.33%
38 SCHB Schwab U.S. Bro...
23.02
-0.82% 528.36K +186.34% 8.86M 11.67 0.32%
39 DYNF BlackRock U.S. ...
52.27
-0.86% 168.08K -0.31% 8.65M 44.63 0.31%
40 QUAL iShares MSCI US...
177.75
-0.98% 47.28K +3.13% 8.44M 129.02 0.31%
41 BIV Vanguard Interm...
76.33
+0.34% 112.2K +4.49% 8.4M 85.61 0.30%
42 EFV iShares MSCI EA...
61.92
-1.31% 134.21K +18.77% 7.03M 53.61 0.25%
43 EFG iShares MSCI EA...
108.29
-1.34% 72.14K +16.70% 7M 95.53 0.25%
44 VTI Vanguard Total ...
293.93
-0.86% 27.96K -22.54% 6.88M 137.3 0.25%
45 VTEB Vanguard Tax-Ex...
48.85
+0.09% 136.97K +5.26% 6.87M 51.43 0.25%
46 XMMO Invesco S&P Mid...
124.42
-0.58% 55.04K +100.00% 6.81M 123.53 0.25%
47 BND Vanguard Total ...
72.80
+0.33% 92.3K +1.42% 6.65M 78.24 0.24%
48 SCHF Schwab Internat...
21.61
-1.35% 552.38K +133.46% 6.28M 16.87 0.23%
49 VMBS Vanguard Mortga...
45.77
+0.32% 133.05K +3.04% 6.04M 52.51 0.22%
50 MBB iShares MBS ETF
92.68
+0.28% 63.94K +6.30% 5.87M 96.08 0.21%
51 BLV Vanguard Long-T...
68.23
+0.83% 84.6K +9.91% 5.81M 97.32 0.21%
52 VTV Vanguard Value ...
172.71
-0.87% 33.65K +6.77% 5.68M 153 0.21%
53 IWB iShares Russell...
327.31
-0.87% 17.81K -5.08% 5.58M 183.09 0.20%
54 SCHE Schwab Emerging...
29.38
-1.26% 378.35K +1.10% 5.58M 25.63 0.20%
55 SCHZ Schwab U.S. Agg...
22.96
+0.34% 427.12K +116.19% 5.4M 24.86 0.20%
56 SPMO Invesco S&P 500...
106.68
-0.86% 56.4K -30.99% 5.39M 81.99 0.20%
57 IVE iShares S&P 500...
189.84
-0.94% 23.64K +4.12% 4.51M 185.71 0.16%
58 SHY iShares 1-3 Yea...
82.44
+0.05% 53.38K +6.03% 4.42M 84.39 0.16%
59 BINC Blackrock Etf T...
52.38
+0.05% 78.32K +17.86% 4.07M 52.39 0.15%
60 EMXC iShares MSCI Em...
60.44
-1.46% 65.7K +12.24% 3.65M 57.61 0.13%
61 SMMD iShares Russell...
65.45
-1.06% 52.14K +43.81% 3.54M 65.53 0.13%
62 INTF iShares Interna...
33.22
-1.19% 119.3K -0.88% 3.43M 26.05 0.12%
63 IYW iShares U.S. Te...
164.89
-0.61% 20.74K -1.78% 3.34M 96.62 0.12%
64 BCI abrdn Bloomberg...
21.70
+1.12% 168.55K +14.83% 3.32M 21.84 0.12%
65 VV Vanguard Large ...
275.64
-0.95% 12.22K -3.84% 3.31M 169.67 0.12%
66 LCTU BlackRock U.S. ...
64.75
-0.93% 51.05K +1.49% 3.28M 46.01 0.12%
67 SPTS SPDR Portfolio ...
29.14
+0.09% 104.69K -4.7% 3.15M 30.08 0.11%
68 TIP iShares TIPS Bo...
109.03
+0.53% 28.76K +5.47% 3.06M 116.04 0.11%
69 FREL Fidelity MSCI R...
27.16
-0.42% 107.92K +1.04% 2.89M 24.78 0.10%
70 IJH iShares Core S&...
60.20
-0.88% 43.87K -3.68% 2.73M 51.84 0.10%
71 MUB iShares Nationa...
104.08
+0.11% 24.47K -1.18% 2.61M 107.92 0.09%
72 PCY Invesco Emergin...
20.08
+0.08% 184.81K +3.58% 2.44M 25.45 0.09%
73 VUG Vanguard Growth...
420.16
-0.82% 5.88K -9.22% 2.43M 278.46 0.09%
74 TLT iShares 20+ Yea...
86.50
+1.22% 26.93K +5.74% 2.36M 89.52 0.09%
75 VB Vanguard Small ...
230.11
-0.97% 9.47K -4.71% 2.27M 185.66 0.08%
76 MTUM iShares MSCI US...
229.92
-0.78% 10.83K +100.00% 2.25M 206.92 0.08%
77 DSI iShares MSCI KL...
112.07
-0.88% 20.09K -3.97% 2.23M 80.98 0.08%
78 JHML John Hancock Mu...
71.18
-0.77% 31.62K +1.14% 2.21M 56.38 0.08%
79 PXH Invesco FTSE RA...
23.12
-1.11% 101.45K +7.08% 2.08M 20.05 0.08%
80 SPIP SPDR Portfolio ...
25.81
+0.51% 73.54K -4.61% 2M 29.18 0.07%
81 SCHO Schwab Short-Te...
24.25
+0.01% 98.96K +115.60% 1.91M 24.89 0.07%
82 ESGU iShares ESG Awa...
130.36
-0.85% 14.25K -1.04% 1.84M 94.51 0.07%
83 SUSC iShares ESG USD...
22.93
+0.26% 79.96K +5.33% 1.82M 23.3 0.07%
84 IHDG WisdomTree Inte...
45.18
-0.64% 40.24K +17.80% 1.75M 45.28 0.06%
85 SPHY SPDR Portfolio ...
23.45
-0.13% 67.94K +61.50% 1.59M 23.43 0.06%
86 PRF Invesco FTSE RA...
41.16
-0.81% 37.93K -1.61% 1.53M 33.74 0.06%
87 IWM iShares Russell...
208.41
-1.12% 6.59K -0.24% 1.45M 173.99 0.05%
88 USRT iShares Core U....
56.70
-0.23% 26.25K -11.87% 1.37M 45.98 0.05%
89 GOVT iShares U.S. Tr...
22.74
+0.40% 48.98K +2.81% 1.1M 24.34 0.04%
90 IJS iShares S&P Sma...
96.41
-1.36% 8.65K +10.61% 936.06K 101.97 0.03%
91 IAU iShares Gold Tr...
63.83
+0.05% 18.05K +100.00% 888.62K 49.51 0.03%
92 JHMM John Hancock Mu...
59.38
-0.94% 12.58K +2.04% 750.97K 49.18 0.03%
93 DGRO iShares Core Di...
62.20
-0.9% 12.2K -1.16% 747.31K 50.03 0.03%
94 SCHP Schwab U.S. TIP...
26.42
+0.49% 57.46K +125.69% 735.51K 27.01 0.03%
95 HYLB Xtrackers USD H...
36.38
-0.14% 19.89K +2.86% 717.53K 36.1 0.03%
96 IFRA iShares U.S. In...
47.82
-0.58% 15.5K -2.33% 715.7K 35.16 0.03%
97 ICVT iShares Convert...
87.85
-0.41% 8.15K +26.75% 693.99K 80.65 0.03%
98 HYMB SPDR Nuveen Blo...
24.68
+0.18% 26.82K +40.53% 686.72K 25.68 0.02%
99 VWOB Vanguard Emergi...
64.41
+0.12% 10.34K +1.54% 654.45K 61.42 0.02%
100 VYM Vanguard High D...
130.07
-0.9% 4.68K +2.07% 596.49K 108.3 0.02%
101 LCTD BlackRock World...
49.40
-1.28% 13.66K +10.98% 596.31K 41.89 0.02%
102 JHEM John Hancock Mu...
28.55
-1.23% 22.76K +3.94% 585.68K 24.86 0.02%
103 SCHH Schwab U.S. REI...
21.23
-0.31% 44.21K +3.23% 567.97K 20.47 0.02%
104 JHMD John Hancock Mu...
37.90
-1.04% 17.61K +5.01% 564.72K 29.44 0.02%
105 HYDB iShares High Yi...
46.81
-0.03% 11.02K +100.00% 517.26K 47.01 0.02%
106 HYG iShares iBoxx $...
79.44
-0.1% 6.23K -6.25% 489.71K 84.22 0.02%
107 SUSB iShares ESG 1-5...
24.98
+0.02% 19.47K +96.87% 480.91K 24.93 0.02%
108 VGIT Vanguard Interm...
59.16
+0.28% 7.28K +100.00% 422.25K 58 0.02%
109 IGRO iShares Interna...
77.66
-1.03% 5.74K +25.05% 388.94K 69.31 0.01%
110 QLTA iShares Aaa - A...
47.23
+0.31% 8.15K +62.47% 381.97K 48.24 0.01%
111 VYMI Vanguard Intern...
79.38
-1.24% 5.37K +16.31% 363.88K 68.88 0.01%
112 TLH iShares 10-20 Y...
99.92
+0.98% 3.49K +3.56% 348.38K 107.32 0.01%
113 AAPL Apple Inc.
195.57
-1.44% 1.78K 0.00% 337.67K 140.2 0.01%
114 JHSC John Hancock Mu...
38.03
-0.92% 8.33K +2.64% 330.26K 37.14 0.01%
115 CLOA BlackRock ETF T...
51.83
-0.1% 6.31K -5.5% 326.44K 51.81 0.01%
116 BIDD iShares Interna...
26.73
-1.46% 11.82K +100.00% 292.05K 24.67 0.01%
117 OEF iShares S&P 100...
292.61
-0.97% 889 +2.30% 258.19K 266.55 < 0.01%
118 NUSC Nuveen ESG Smal...
39.65
-1.06% 6.06K -1.38% 253.51K 40.98 < 0.01%
119 DGS WisdomTree Emer...
54.01
-1.19% 4.79K +18.13% 234.09K 52.97 < 0.01%
120 VNQ Vanguard Real E...
89.56
-0.38% 2.7K +9.86% 233.1K 96.67 < 0.01%
121 BALI Blackrock Advan...
29.23
-0.71% 6.79K +100.00% 206.38K 30.25 < 0.01%
122 BSCQ Invesco BulletS...
19.54
-0.03% 10.54K +100.00% 204.92K 19.43 < 0.01%
123 BSCR Invesco BulletS...
19.63
+0.03% 10.46K +100.00% 203.53K 19.48 < 0.01%
124 BSCP Invesco BulletS...
20.73
+0.02% 9.85K +100.00% 203.46K 20.65 < 0.01%