AI Portfolio Summary
In 2025 Q4, SigFig Wealth Management, LLC maintained a portfolio of 146 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 0.9%. Conversely, SigFig Wealth Management, LLC completely exited their position in INVESCO EXCH TRADED .
Total Positions
146
Quarter
2025 Q4
Top Holding
ITOT (16.1%)
Top 10 Concentration
66.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 146
| 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 | 16.13% | 16.18% |
#1
Prev: #1
|
8.5 | 34,090 | 0.9% |
P
S
|
3,638,230 | $541,320,380 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 10.83% | 10.77% |
#2
Prev: #2
|
6.3 | 165,505 | 4.8% |
P
S
|
3,638,668 | $363,447,971 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSLC
GOLDMAN SACHS E...
|
ETF | 6.87% | 6.92% |
#3
Prev: #3
|
4.8 | 20,554 | 1.2% |
P
S
|
1,741,344 | $230,501,350 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSB
ISHARES TR
|
ETF | 6.42% | 6.39% |
#4
Prev: #4
|
4.6 | 206,261 | 4.7% |
P
S
|
4,631,033 | $215,527,873 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSIE
GOLDMAN SACHS E...
|
Bond/Debt | 5.73% | 5.58% |
#5
Prev: #5
|
4.3 | 76,820 | 1.7% |
P
S
|
4,478,415 | $192,302,758 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRGF
ISHARES TR
|
ETF | 5.23% | 5.30% |
#6
Prev: #6
|
4.1 | 40,949 | 1.6% |
P
S
|
2,529,572 | $175,627,760 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 4.78% | 4.88% |
#7
Prev: #7
|
3.9 | 13,581 | 2.5% |
P
S
|
552,458 | $160,334,031 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEM
GOLDMAN SACHS E...
|
ETF | 4.02% | 4.04% |
#8
Prev: #8
|
3.6 | 22,157 | 0.7% |
P
S
|
3,242,190 | $134,939,567 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 3.24% | 3.25% |
#9
Prev: #9
|
3.3 | 6,056 | 0.5% |
P
S
|
1,215,200 | $108,820,269 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USHY
ISHARES TR
|
ETF | 3.02% | 2.97% |
#10
1
Prev: #11
|
3.2 | 169,540 | 6.7% |
P
S
|
2,710,205 | $101,347,624 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 3.02% | 3.11% |
#11
1
Prev: #10
|
3.2 | 183,037 | 2.5% |
P
S
|
7,636,200 | $101,179,169 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 2.89% | 2.85% |
#12
Prev: #12
|
3.2 | 32,300 | 2.3% |
P
S
|
1,439,528 | $96,816,754 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMB
ISHARES TR
|
ETF | 2.31% | 2.31% |
#13
Prev: #13
|
2.9 | 20,902 | 2.7% |
P
S
|
803,903 | $77,419,744 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 1.44% | 1.37% |
#14
Prev: #14
|
2.6 | 30,070 | 8.1% |
P
S
|
402,981 | $48,430,104 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 1.40% | 1.36% |
#15
Prev: #15
|
2.6 | 2,371 | 3.6% |
P
S
|
68,496 | $46,916,594 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.25% | 1.25% |
#16
Prev: #16
|
2.5 | 278 | 0.4% |
P
S
|
66,682 | $41,818,238 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.24% | 1.07% |
#17
3
Prev: #20
|
2.5 | 226,952 | 17.2% |
P
S
|
1,546,940 | $41,661,828 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USXF
ISHARES TR
|
ETF | 1.15% | 1.18% |
#18
1
Prev: #17
|
2.5 | 2,987 | 0.4% |
P
S
|
670,255 | $38,593,349 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USSG
DBX ETF TR
|
ETF | 1.11% | 1.10% |
#19
1
Prev: #18
|
0.4 | -577 | -0.1% |
P
S
|
585,415 | $37,176,743 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EAGG
ISHARES TR
|
ETF | 1.07% | 1.10% |
#20
1
Prev: #19
|
2.4 | 12,047 | 1.6% |
P
S
|
752,813 | $36,022,106 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.96% | 0.96% |
#21
Prev: #21
|
0.4 | -4,870 | -0.9% |
P
S
|
514,163 | $32,132,111 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.88% | 0.83% |
#22
1
Prev: #23
|
2.4 | 34,992 | 5.6% |
P
S
|
664,539 | $29,577,999 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EUSB
ISHARES TR
|
ETF | 0.83% | 0.84% |
#23
1
Prev: #22
|
2.3 | 16,718 | 2.7% |
P
S
|
631,412 | $27,725,252 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 0.73% | 0.77% |
#24
Prev: #24
|
0.3 | -20,944 | -6.7% |
P
S
|
291,165 | $24,332,600 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DMXF
ISHARES TR
|
ETF | 0.52% | 0.53% |
#25
Prev: #25
|
2.2 | 6,432 | 2.8% |
P
S
|
233,148 | $17,523,347 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 0.00% | 0.17% |
Sold All 😨
(Was: #56) |
0.3 | -45,259 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWY
ISHARES TR
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #63) |
0.3 | -14,460 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES TR
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #94) |
0.3 | -12,748 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIDD
BLACKROCK ETF T...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #120) |
0.3 | -12,066 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IGRO
ISHARES TR
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #123) |
0.3 | -4,100 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYDB
ISHARES TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #132) |
0.3 | -4,810 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #134) |
0.3 | -10,554 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #135) |
0.3 | -4,312 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTGC
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #137) |
0.3 | -8,264 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 146 holdings