AI Portfolio Summary
In 2026 Q1, SigFig Wealth Management, LLC maintained a portfolio of 148 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 11.1%. The fund also reduced its exposure to SPDR SERIES TRUST by 43.8%.
Total Positions
148
Quarter
2026 Q1
Top Holding
ITOT (16.9%)
Top 10 Concentration
71.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 148
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ITOT
ISHARES TR
|
ETF | 16.88% | 16.13% |
#1
Prev: #1
|
8.0 | 404,119 | 11.1% |
P
S
|
4,042,349 | $575,751,092 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
AGG
ISHARES TR
|
ETF | 11.98% | 10.83% |
#2
Prev: #2
|
7.5 | 476,306 | 13.1% |
P
S
|
4,114,974 | $408,493,863 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 7.25% | 6.87% |
#3
Prev: #3
|
5.9 | 234,073 | 13.4% |
P
S
|
1,975,417 | $247,183,406 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IUSB
ISHARES TR
|
ETF | 7.09% | 6.42% |
#4
Prev: #4
|
5.3 | 603,965 | 13.0% |
P
S
|
5,234,998 | $241,804,204 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 6.14% | 5.73% |
#5
Prev: #5
|
5.0 | 379,920 | 8.5% |
P
S
|
4,858,335 | $209,539,515 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
LRGF
ISHARES TR
|
ETF | 5.60% | 5.23% |
#6
Prev: #6
|
4.2 | 362,397 | 14.3% |
P
S
|
2,891,969 | $190,869,607 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.18% | 4.78% |
#7
Prev: #7
|
4.1 | 62,950 | 11.4% |
P
S
|
615,408 | $176,732,401 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GEM
GOLDMAN SACHS E...
|
ETF | 4.24% | 4.02% |
#8
Prev: #8
|
2.2 | 103,709 | 3.2% |
P
S
|
3,345,899 | $144,542,407 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 3.40% | 3.02% |
#9
2
Prev: #11
|
1.9 | -934,506 | -12.2% |
P
S
|
6,701,694 | $116,072,877 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IEFA
ISHARES TR
|
ETF | 3.37% | 3.24% |
#10
1
Prev: #9
|
1.8 | 55,870 | 4.6% |
P
S
|
1,271,070 | $115,069,570 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
USHY
ISHARES TR
|
ETF | 3.34% | 3.02% |
#11
1
Prev: #10
|
3.3 | 379,829 | 14.0% |
P
S
|
3,090,034 | $113,836,418 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IEMG
ISHARES INC
|
ETF | 2.95% | 2.89% |
#12
Prev: #12
|
1.7 | 875 | 0.1% |
P
S
|
1,440,403 | $100,467,766 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EMB
ISHARES TR
|
ETF | 2.50% | 2.31% |
#13
Prev: #13
|
3.0 | 102,681 | 12.8% |
P
S
|
906,584 | $85,155,110 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.58% | 1.44% |
#14
Prev: #14
|
2.6 | 30,299 | 7.5% |
P
S
|
433,280 | $53,860,798 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.48% | 1.40% |
#15
Prev: #15
|
2.6 | 8,997 | 13.1% |
P
S
|
77,493 | $50,618,967 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.38% | 1.24% |
#16
1
Prev: #17
|
2.6 | 286,712 | 18.5% |
P
S
|
1,833,652 | $47,014,833 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.13% | 1.25% |
#17
1
Prev: #16
|
1.0 | -1,929 | -2.9% |
P
S
|
64,753 | $38,693,061 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.95% | 0.88% |
#18
4
Prev: #22
|
2.4 | 48,570 | 7.3% |
P
S
|
713,109 | $32,553,044 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.90% | 0.96% |
#19
2
Prev: #21
|
0.9 | -35,045 | -6.8% |
P
S
|
479,118 | $30,692,520 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.67% | 0.73% |
#20
4
Prev: #24
|
0.8 | -2,897 | -1.0% |
P
S
|
288,268 | $22,790,083 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.44% | 0.41% |
#21
7
Prev: #28
|
2.2 | 25,380 | 8.9% |
P
S
|
309,187 | $14,856,418 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.43% | 0.41% |
#22
5
Prev: #27
|
2.2 | 36,566 | 6.8% |
P
S
|
570,377 | $14,613,029 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.42% | 0.39% |
#23
9
Prev: #32
|
2.2 | 15,788 | 9.5% |
P
S
|
181,550 | $14,235,312 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.41% | 0.43% |
#24
2
Prev: #26
|
0.7 | -12,321 | -4.6% |
P
S
|
256,383 | $13,853,002 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.39% | 0.41% |
#25
4
Prev: #29
|
0.7 | -4,911 | -1.7% |
P
S
|
286,774 | $13,452,209 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.41% |
#26
4
Prev: #30
|
0.7 | 7,582 | 1.5% |
P
S
|
522,955 | $13,126,159 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SMMD
ISHARES TR
|
ETF | 0.35% | 0.30% |
#27
14
Prev: #41
|
2.1 | 24,373 | 18.3% |
P
S
|
157,244 | $12,005,575 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.33% | 0.34% |
#28
9
Prev: #37
|
0.6 | -5,996 | -1.3% |
P
S
|
458,511 | $11,348,122 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVE
ISHARES TR
|
ETF | 0.33% | 0.36% |
#29
6
Prev: #35
|
0.6 | -2,846 | -5.0% |
P
S
|
53,694 | $11,337,452 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.32% | 0.33% |
#30
8
Prev: #38
|
0.6 | -2,017 | -0.4% |
P
S
|
467,808 | $10,862,503 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.32% | 0.33% |
#31
8
Prev: #39
|
0.6 | -5,094 | -1.5% |
P
S
|
326,253 | $10,750,026 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IVW
ISHARES TR
|
Warrant | 0.29% | 0.30% |
#32
8
Prev: #40
|
2.1 | 4,489 | 5.4% |
P
S
|
87,339 | $9,878,901 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.29% | 0.37% |
#33
1
Prev: #34
|
0.6 | -33,136 | -16.3% |
P
S
|
169,694 | $9,872,786 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.28% | 0.27% |
#34
9
Prev: #43
|
2.1 | 11,591 | 10.1% |
P
S
|
125,857 | $9,713,656 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EFV
ISHARES TR
|
ETF | 0.24% | 0.25% |
#35
10
Prev: #45
|
0.6 | -9,592 | -8.1% |
P
S
|
108,676 | $8,080,042 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.23% | 0.21% |
#36
11
Prev: #47
|
2.1 | 2,248 | 6.0% |
P
S
|
39,727 | $7,794,483 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.21% | 0.24% |
#37
9
Prev: #46
|
0.6 | -1,077 | -4.5% |
P
S
|
22,667 | $7,241,791 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.20% | 0.19% |
#38
11
Prev: #49
|
2.1 | 12,119 | 8.9% |
P
S
|
148,163 | $6,956,272 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BLV
VANGUARD BD IND...
|
Bond/Debt | 0.20% | 0.18% |
#39
13
Prev: #52
|
2.1 | 9,990 | 11.4% |
P
S
|
97,467 | $6,703,766 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
GOVT
ISHARES TR
|
ETF | 0.19% | 0.04% |
#40
55
Prev: #95
|
3.1 | 232,446 | 424.5% |
P
S
|
287,200 | $6,579,757 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.19% | 0.38% |
#41
8
Prev: #33
|
0.1 | -51,922 | -43.8% |
P
S
|
66,638 | $6,524,527 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.18% | 0.18% |
#42
8
Prev: #50
|
0.6 | -1,061 | -1.3% |
P
S
|
82,538 | $6,078,127 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
MBB
ISHARES TR
|
ETF | 0.17% | 0.17% |
#43
12
Prev: #55
|
0.6 | 2,585 | 4.3% |
P
S
|
62,261 | $5,911,710 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
TLH
ISHARES TR
|
ETF | 0.17% | 0.19% |
#44
4
Prev: #48
|
0.6 | -4,878 | -7.7% |
P
S
|
58,607 | $5,902,920 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
IWB
ISHARES TR
|
ETF | 0.17% | 0.18% |
#45
6
Prev: #51
|
0.6 | -99 | -0.6% |
P
S
|
16,146 | $5,756,846 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
EFG
ISHARES TR
|
Warrant | 0.15% | 0.01% |
#46
80
Prev: #126
|
3.1 | 43,822 | 1708.5% |
P
S
|
46,387 | $5,166,139 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.15% | 0.18% |
#47
6
Prev: #53
|
0.6 | -3,828 | -13.4% |
P
S
|
24,811 | $5,106,104 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.15% | 0.13% |
#48
14
Prev: #62
|
2.1 | 34,809 | 18.9% |
P
S
|
218,945 | $5,105,807 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.14% | 0.14% |
#49
9
Prev: #58
|
2.1 | 7,465 | 5.4% |
P
S
|
146,885 | $4,839,863 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-14 | |||
|
QUAL
ISHARES TR
|
ETF | 0.14% | 0.17% |
#50
4
Prev: #54
|
0.6 | -4,401 | -15.1% |
P
S
|
24,834 | $4,763,389 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-14 |
Showing 1-50 of 148 holdings