2026 Q3 Portfolio Activity
In 2026 Q3, SigFig Wealth Management, LLC maintained a portfolio of 154 distinct positions. The most significant new addition was ISHARES BITCOIN TRUST ETF, now representing 1.85% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 226.8%. The fund also reduced its exposure to VANGUARD INDEX FDS by 32.3%.
Position History
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Total Positions
154
Quarter
2026 Q3
Top Holding
ITOT (16.6%)
Top 10 Concentration
68.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 154
SigFig Wealth Management, LLC Full Holdings List — 2026 Q3
| 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 | 16.60% | 17.59% |
#1
Prev: #1
|
6.5 |
—
|
-71,720 | -1.8% |
P
S
|
3,998,550 | $664,878,463 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
AGG
ISHARES TR
|
ETF | 11.08% | 11.22% |
#2
Prev: #2
|
7.5 |
—
|
433,863 | 10.2% |
P
S
|
4,695,257 | $443,890,430 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 7.18% | 7.46% |
#3
Prev: #3
|
4.4 |
—
|
-15,610 | -0.8% |
P
S
|
1,982,913 | $287,601,194 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IUSB
ISHARES TR
|
ETF | 6.66% | 6.76% |
#4
Prev: #4
|
5.2 |
—
|
548,448 | 10.0% |
P
S
|
6,051,951 | $266,830,153 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 5.87% | 6.00% |
#5
Prev: #5
|
3.3 |
—
|
156,032 | 3.1% |
P
S
|
5,128,697 | $235,098,978 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
LRGF
ISHARES TR
|
ETF | 5.56% | 5.83% |
#6
Prev: #6
|
2.7 |
—
|
-67,849 | -2.3% |
P
S
|
2,860,041 | $222,653,717 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 5.12% | 1.62% |
#7
8
Prev: #15
|
5.0 |
—
|
4,743,566 | 226.8% |
P
S
|
6,835,181 | $205,055,432 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GEM
GOLDMAN SACHS E...
|
ETF | 4.18% | 4.57% |
#8
Prev: #8
|
2.2 |
—
|
-82,922 | -2.5% |
P
S
|
3,274,394 | $167,321,110 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 3.33% | 5.36% |
#9
2
Prev: #7
|
1.3 |
—
|
-811,551 | -32.3% |
P
S
|
1,699,485 | $133,273,097 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IEFA
ISHARES TR
|
ETF | 3.22% | 3.28% |
#10
1
Prev: #9
|
1.8 |
—
|
45,665 | 3.6% |
P
S
|
1,329,530 | $128,804,702 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 3.22% | 2.91% |
#11
1
Prev: #12
|
1.8 |
—
|
-248,024 | -3.6% |
P
S
|
6,673,353 | $128,795,212 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
USHY
ISHARES TR
|
ETF | 3.13% | 3.14% |
#12
2
Prev: #10
|
3.3 |
—
|
307,377 | 9.6% |
P
S
|
3,510,960 | $125,411,049 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IEMG
ISHARES INC
|
ETF | 2.82% | 3.02% |
#13
2
Prev: #11
|
1.6 |
—
|
-1,783 | -0.1% |
P
S
|
1,391,623 | $112,943,922 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
EMB
ISHARES TR
|
ETF | 2.29% | 2.41% |
#14
1
Prev: #13
|
2.9 |
—
|
70,681 | 7.5% |
P
S
|
1,008,486 | $91,610,542 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 1.85% | — |
#15
Prev: #—
|
4.2 |
—
|
1,561,945 | — |
NEW
|
1,561,945 | $73,942,040 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IVV
ISHARES TR
|
ETF | 1.84% | 1.87% |
#16
2
Prev: #14
|
1.2 |
—
|
1,318 | 1.4% |
P
S
|
96,036 | $73,549,037 | 2017 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IJR
ISHARES TR
|
ETF | 1.40% | 1.58% |
#17
1
Prev: #16
|
1.1 |
—
|
8,375 | 2.1% |
P
S
|
412,256 | $56,083,100 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.13% | 1.16% |
#18
1
Prev: #17
|
1.0 |
—
|
135 | 0.2% |
P
S
|
64,535 | $45,229,820 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.01% | 1.00% |
#19
1
Prev: #18
|
2.4 |
—
|
47,929 | 6.3% |
P
S
|
804,423 | $40,390,073 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.84% | 0.90% |
#20
1
Prev: #19
|
0.8 |
—
|
-2,147 | -0.5% |
P
S
|
474,485 | $33,490,161 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.62% | 0.67% |
#21
1
Prev: #20
|
0.7 |
—
|
-9,743 | -3.5% |
P
S
|
271,829 | $25,021,876 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SMMD
ISHARES TR
|
ETF | 0.43% | 0.43% |
#22
1
Prev: #21
|
2.2 |
—
|
22,242 | 12.6% |
P
S
|
199,162 | $17,032,350 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.40% | 0.42% |
#23
1
Prev: #22
|
2.2 |
—
|
36,311 | 5.9% |
P
S
|
656,390 | $15,989,660 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.40% |
#24
Prev: #24
|
0.7 |
—
|
-2,132 | -0.4% |
P
S
|
521,799 | $15,293,936 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.37% | 0.40% |
#25
Prev: #25
|
0.6 |
—
|
-2,283 | -0.9% |
P
S
|
250,698 | $14,861,234 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.37% | 0.40% |
#26
3
Prev: #23
|
0.6 |
—
|
3,264 | 1.1% |
P
S
|
314,013 | $14,717,786 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.36% | 0.38% |
#27
Prev: #27
|
0.6 |
—
|
2,638 | 1.4% |
P
S
|
186,155 | $14,222,227 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.35% | 0.38% |
#28
2
Prev: #26
|
0.6 |
—
|
-8,723 | -3.1% |
P
S
|
272,825 | $14,121,412 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.34% | 0.33% |
#29
Prev: #29
|
2.1 |
—
|
36,533 | 8.0% |
P
S
|
492,997 | $13,542,630 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IVW
ISHARES TR
|
Warrant | 0.31% | 0.30% |
#30
1
Prev: #31
|
0.6 |
—
|
2,767 | 3.3% |
P
S
|
87,199 | $12,404,938 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.30% | 0.30% |
#31
1
Prev: #32
|
0.6 |
—
|
4,552 | 2.7% |
P
S
|
173,173 | $11,993,990 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.30% | 0.31% |
#32
2
Prev: #30
|
0.6 |
—
|
-381 | -0.1% |
P
S
|
325,726 | $11,872,719 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.29% | 0.34% |
#33
5
Prev: #28
|
0.6 |
—
|
-16,421 | -14.9% |
P
S
|
93,842 | $11,550,073 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.28% | 0.30% |
#34
1
Prev: #33
|
2.1 |
—
|
25,618 | 5.3% |
P
S
|
507,775 | $11,221,828 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.25% | 0.27% |
#35
1
Prev: #34
|
2.1 |
—
|
8,254 | 6.3% |
P
S
|
139,010 | $10,128,281 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IVE
ISHARES TR
|
ETF | 0.25% | 0.26% |
#36
1
Prev: #35
|
0.6 |
—
|
998 | 2.3% |
P
S
|
43,794 | $9,997,250 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.22% | 0.23% |
#37
1
Prev: #36
|
0.6 |
—
|
723 | 1.8% |
P
S
|
40,252 | $8,697,702 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.20% | 0.22% |
#38
1
Prev: #37
|
0.6 |
—
|
-360 | -1.6% |
P
S
|
21,984 | $8,180,532 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
GOVT
ISHARES TR
|
ETF | 0.18% | 0.19% |
#39
1
Prev: #38
|
0.6 |
—
|
10,269 | 3.3% |
P
S
|
325,172 | $7,111,519 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 0.17% | 0.16% |
#40
2
Prev: #42
|
2.1 |
—
|
39,963 | 15.2% |
P
S
|
303,575 | $6,857,754 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.17% | 0.19% |
#41
2
Prev: #39
|
0.6 |
—
|
1,722 | 1.2% |
P
S
|
150,631 | $6,689,536 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BLV
VANGUARD BD IND...
|
Bond/Debt | 0.16% | 0.18% |
#42
2
Prev: #40
|
0.6 |
—
|
1,951 | 2.0% |
P
S
|
100,014 | $6,273,903 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
IWB
ISHARES TR
|
ETF | 0.15% | 0.16% |
#43
Prev: #43
|
0.6 |
—
|
-199 | -1.3% |
P
S
|
14,912 | $6,205,272 | 2016 Q4 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
EFG
ISHARES TR
|
Warrant | 0.15% | 0.16% |
#44
1
Prev: #45
|
0.6 |
—
|
268 | 0.5% |
P
S
|
49,023 | $5,874,447 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
ACWX
ISHARES TR
|
ETF | 0.14% | 0.01% |
#45
86
Prev: #131
|
3.1 |
—
|
72,206 | 1767.2% |
P
S
|
76,292 | $5,769,201 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
CORO
BLACKROCK ETF T...
|
ETF | 0.14% | 0.10% |
#46
12
Prev: #58
|
2.6 |
—
|
50,235 | 46.6% |
P
S
|
158,095 | $5,746,765 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.14% | 0.16% |
#47
1
Prev: #46
|
0.6 |
—
|
100 | 0.4% |
P
S
|
24,690 | $5,718,992 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 0.14% | 0.15% |
#48
1
Prev: #47
|
0.6 |
—
|
3,681 | 3.2% |
P
S
|
117,149 | $5,528,251 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.14% | 0.16% |
#49
5
Prev: #44
|
0.6 |
—
|
-4,253 | -5.2% |
P
S
|
77,359 | $5,426,761 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-10-07 | |||
|
BLCR
BLACKROCK ETF T...
|
ETF | 0.12% | 0.12% |
#50
2
Prev: #52
|
2.0 |
—
|
11,925 | 13.4% |
P
S
|
101,066 | $4,948,194 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-07 |
Showing 1-50 of 154 holdings