Fund Universe

SigFig Wealth Management, LLC

CIK 0001696957 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.938
AUM ($M)
3,773
Positions
142
Turnover
0.03
Top-10 wt
71%
Herfindahl
0.072
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 147 positions · portfolio value $3,773M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
ITOT funds › ISHARES TR ADD 17.6% +0.7% 663.7 4,070,270 +27,921 5
AGG funds › ISHARES TR ADD 11.2% -0.8% 423.5 4,261,394 +146,420 5
GSLC funds › GOLDMAN SACHS ETF TR ADD 7.5% +0.2% 281.6 1,998,523 +23,106 5
IUSB funds › ISHARES TR ADD 6.8% -0.3% 254.9 5,503,503 +268,505 5
GSIE funds › GOLDMAN SACHS ETF TR ADD 6.0% -0.1% 226.5 4,972,665 +114,330 5
LRGF funds › ISHARES TR ADD 5.8% +0.2% 220.0 2,927,890 +35,921 5
VO funds › VANGUARD INDEX FDS ADD 5.4% +0.2% 202.1 2,511,036 +1,895,628 5
GEM funds › GOLDMAN SACHS ETF TR ADD 4.6% +0.3% 172.5 3,357,316 +11,417 5
IEFA funds › ISHARES TR ADD 3.3% -0.1% 123.7 1,283,865 +12,795 5
USHY funds › ISHARES TR ADD 3.1% -0.2% 118.6 3,203,583 +113,549 5
IEMG funds › ISHARES INC TRIM 3.0% +0.1% 113.9 1,393,406 -46,997 5
PDBC funds › INVESCO ACTVELY MNGD ETC FD ADD 2.9% -0.5% 109.6 6,921,377 +219,683 5
EMB funds › ISHARES TR ADD 2.4% -0.1% 90.8 937,805 +31,221 5
IVV funds › ISHARES TR ADD 1.9% +0.4% 70.5 94,718 +17,225 5
SCHX funds › SCHWAB STRATEGIC TR ADD 1.6% +0.2% 61.1 2,091,615 +257,963 5
IJR funds › ISHARES TR TRIM 1.6% -0.0% 59.5 403,881 -29,399 5
VOO funds › VANGUARD INDEX FDS TRIM 1.2% +0.0% 43.9 64,400 -353 5
SPDW funds › SPDR INDEX SHS FDS ADD 1.0% +0.1% 37.9 756,494 +43,385 5
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.9% -0.0% 33.8 476,632 -2,486 5
SPTM funds › SPDR SERIES TRUST TRIM 0.7% +0.0% 25.4 281,572 -6,696 5
SMMD funds › ISHARES TR ADD 0.4% +0.1% 16.1 176,920 +19,676 5
SPAB funds › SPDR SERIES TRUST ADD 0.4% -0.0% 15.9 620,079 +49,702 5
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.4% -0.0% 15.1 310,749 +1,562 5
SCHB funds › SCHWAB STRATEGIC TR ADD 0.4% +0.0% 15.1 523,931 +976 5
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.4% -0.0% 15.0 252,981 -3,402 5
SPEM funds › SPDR INDEX SHS FDS TRIM 0.4% -0.0% 14.4 281,548 -5,226 5
BSV funds › VANGUARD BD INDEX FDS ADD 0.4% -0.0% 14.3 183,517 +1,967 5
SPYG funds › SPDR SERIES TRUST ADD 0.3% +0.2% 12.9 110,263 +43,625 5
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.3% +0.0% 12.6 456,464 -2,047 5
SCHE funds › SCHWAB STRATEGIC TR TRIM 0.3% -0.0% 11.7 326,107 -146 5
IVW funds › ISHARES TR TRIM 0.3% +0.0% 11.4 84,432 -2,907 5
DYNF funds › BLACKROCK ETF TRUST TRIM 0.3% +0.0% 11.4 168,621 -1,073 5
SCHZ funds › SCHWAB STRATEGIC TR ADD 0.3% -0.0% 11.2 482,157 +14,349 5
BIV funds › VANGUARD BD INDEX FDS ADD 0.3% -0.0% 10.1 130,756 +4,899 5
IVE funds › ISHARES TR TRIM 0.3% -0.1% 9.7 42,796 -10,898 5
VTV funds › VANGUARD INDEX FDS TRIM 0.2% +0.0% 8.6 39,529 -198 5
VTI funds › VANGUARD INDEX FDS TRIM 0.2% +0.0% 8.2 22,344 -323 5
GOVT funds › ISHARES TR ADD 0.2% -0.0% 7.2 314,903 +27,703 5
VMBS funds › VANGUARD SCOTTSDALE FDS ADD 0.2% -0.0% 7.0 148,909 +746 5
BLV funds › VANGUARD BD INDEX FDS ADD 0.2% -0.0% 6.8 98,063 +596 5
MBB funds › ISHARES TR ADD 0.2% -0.0% 6.5 68,576 +6,315 5
SPHY funds › SPDR SERIES TRUST ADD 0.2% +0.0% 6.2 263,612 +44,667 5
IWB funds › ISHARES TR TRIM 0.2% -0.0% 6.1 15,111 -1,035 5
BND funds › VANGUARD BD INDEX FDS TRIM 0.2% -0.0% 6.0 81,612 -926 5
EFG funds › ISHARES TR ADD 0.2% +0.0% 6.0 48,755 +2,368 5
VXF funds › VANGUARD INDEX FDS TRIM 0.2% +0.0% 6.0 24,590 -221 5
BAI funds › BLACKROCK ETF TRUST TRIM 0.2% +0.0% 5.8 113,468 -33,417 5
TLH funds › ISHARES TR TRIM 0.1% -0.0% 4.8 47,481 -11,126 5
SHY funds › ISHARES TR ADD 0.1% -0.0% 4.7 57,713 +283 5
INTF funds › ISHARES TR TRIM 0.1% -0.0% 4.7 115,189 -3,703 5
MTUM funds › ISHARES TR TRIM 0.1% -0.0% 4.7 13,843 -4,636 5
BLCR funds › BLACKROCK ETF TRUST ADD 0.1% +0.0% 4.4 89,141 +9,264 2
VV funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 4.3 12,715 -635 5
IALT funds › BLACKROCK ETF TRUST NEW 0.1% +0.1% 4.2 147,878 +147,878 1
PCY funds › INVESCO EXCH TRADED FD TR II ADD 0.1% -0.0% 4.1 190,633 +6,611 5
IJH funds › ISHARES TR TRIM 0.1% -0.0% 4.1 53,698 -2,738 5
VTEB funds › VANGUARD MUN BD FDS ADD 0.1% +0.0% 4.1 80,055 +11,583 5
CORO funds › BLACKROCK ETF TRUST NEW 0.1% +0.1% 3.9 107,860 +107,860 1
IDEF funds › BLACKROCK ETF TRUST ADD 0.1% +0.0% 3.7 117,322 +19,885 2
LCTU funds › BLACKROCK ETF TRUST TRIM 0.1% -0.0% 3.6 45,034 -2,015 5
ESGU funds › ISHARES TR TRIM 0.1% +0.0% 3.5 21,765 -521 5
GGOV funds › BLACKROCK ETF TRUST II NEW 0.1% +0.1% 3.5 68,509 +68,509 1
BCI funds › ABRDN ETFS ADD 0.1% -0.0% 3.4 155,594 +58 5
FREL funds › FIDELITY COVINGTON TRUST TRIM 0.1% -0.0% 3.4 113,284 -1,310 5
EFV funds › ISHARES TR TRIM 0.1% -0.1% 3.4 43,820 -64,856 5
TIP funds › ISHARES TR TRIM 0.1% -0.0% 3.2 29,512 -971 5
IQDG funds › WISDOMTREE TR ADD 0.1% -0.0% 3.2 74,859 +1,178 4
THRO funds › BLACKROCK ETF TRUST TRIM 0.1% -0.0% 3.2 74,868 -46,576 5
SCHO funds › SCHWAB STRATEGIC TR ADD 0.1% -0.0% 3.0 123,085 +2,017 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 0.1% +0.0% 3.0 50,028 +20,849 5
PXH funds › INVESCO EXCH TRADED FD TR II TRIM 0.1% -0.0% 3.0 106,364 -6,524 5
HYMB funds › SPDR SERIES TRUST ADD 0.1% +0.0% 2.8 109,265 +16,827 5
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 2.6 48,682 -2,911 5
DSI funds › ISHARES TR TRIM 0.1% +0.0% 2.5 17,526 -420 5
SPTS funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 2.4 82,327 -1,308 5
EAGG funds › ISHARES TR ADD 0.1% +0.0% 2.3 49,186 +10,502 5
MUB funds › ISHARES TR ADD 0.1% +0.0% 2.3 21,235 +1,958 5
XMMO funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 2.3 13,574 +367 2
SPSM funds › SPDR SERIES TRUST NEW 0.1% +0.1% 2.1 36,714 +36,714 1
USXF funds › ISHARES TR TRIM 0.1% +0.0% 1.9 28,043 -1,545 5
IWR funds › ISHARES TR TRIM 0.1% -0.0% 1.9 17,285 -774 4
BINC funds › BLACKROCK ETF TRUST II TRIM 0.1% -0.1% 1.9 36,135 -38,040 5
IJS funds › ISHARES TR TRIM 0.0% -0.0% 1.8 13,144 -763 5
VB funds › VANGUARD INDEX FDS TRIM 0.0% +0.0% 1.7 5,702 -149 5
SCHP funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 1.7 63,295 +1,378 5
VTEI funds › VANGUARD MUN BD FDS ADD 0.0% +0.0% 1.7 16,637 +1,438 5
SUSC funds › ISHARES TR TRIM 0.0% -0.0% 1.7 71,806 -26,648 5
SPIP funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 1.5 57,557 -1,022 5
RGLO funds › RUSSELL INVTS EXCHANGE TRADE TRIM 0.0% -0.0% 1.5 45,583 -1,467 3
JHML funds › JOHN HANCOCK EXCHANGE TRADED TRIM 0.0% +0.0% 1.5 16,386 -126 5
USRT funds › ISHARES TR TRIM 0.0% +0.0% 1.4 21,243 -608 5
IAU funds › ISHARES GOLD TR ADD 0.0% -0.0% 1.4 18,924 +2,364 5
ESGE funds › ISHARES INC TRIM 0.0% -0.0% 1.4 25,545 -5,885 5
SYSB funds › ISHARES TR ADD 0.0% -0.0% 1.3 14,404 +880 3
SCHK funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 1.3 35,494 -3,034 5
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.0% +0.0% 1.3 12,724 +1,294 5
EVUS funds › ISHARES TR ADD 0.0% +0.0% 1.1 32,519 +301 4
SCHH funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 1.1 44,919 +386 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.0% +0.0% 1.1 6,743 +689 5
LMUB funds › ISHARES TR ADD 0.0% +0.0% 1.1 20,591 +1,978 2
DMXF funds › ISHARES TR ADD 0.0% +0.0% 1.0 11,868 +88 5
HYLB funds › DBX ETF TR ADD 0.0% -0.0% 0.9 25,285 +1,106 5
SUSB funds › ISHARES TR NEW 0.0% +0.0% 0.9 34,853 +34,853 1
JHMD funds › JOHN HANCOCK EXCHANGE TRADED TRIM 0.0% -0.0% 0.8 18,933 -37 5
DGRO funds › ISHARES TR ADD 0.0% +0.0% 0.8 10,878 +507 5
VWOB funds › VANGUARD WHITEHALL FDS TRIM 0.0% -0.0% 0.8 12,124 -849 5
JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM 0.0% -0.0% 0.8 10,792 -86 5
JHEM funds › JOHN HANCOCK EXCHANGE TRADED TRIM 0.0% +0.0% 0.8 19,028 -370 5
VUG funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.7 8,514 +7,186 5
RINT funds › RUSSELL INVTS EXCHANGE TRADE TRIM 0.0% -0.0% 0.6 20,341 -541 3
BALI funds › BLACKROCK ETF TRUST ADD 0.0% +0.0% 0.6 18,861 +5,952 5
DGS funds › WISDOMTREE TR ADD 0.0% -0.0% 0.6 9,365 +61 5
FNDF funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.6 10,591 -599 5
ESGD funds › ISHARES TR TRIM 0.0% -0.0% 0.5 5,162 -1,927 5
AAPL funds › APPLE INC HOLD 0.0% +0.0% 0.5 1,838 +0 5
ISTB funds › ISHARES TR ADD 0.0% +0.0% 0.5 10,563 +1,788 5
LCTD funds › BLACKROCK ETF TRUST TRIM 0.0% -0.0% 0.5 8,864 -344 5
VNQ funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.5 5,037 -42 5
REMG funds › RUSSELL INVTS EXCHANGE TRADE TRIM 0.0% +0.0% 0.5 12,822 -485 3
STIP funds › ISHARES TR NEW 0.0% +0.0% 0.5 4,584 +4,584 1
SPYM funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.4 5,038 +1,190 3
VTES funds › VANGUARD WELLINGTON FD ADD 0.0% +0.0% 0.4 4,319 +438 5
CLOA funds › BLACKROCK ETF TRUST II TRIM 0.0% -0.0% 0.4 8,376 -1,462 5
JHHY funds › JOHN HANCOCK EXCHANGE TRADED NEW 0.0% +0.0% 0.4 16,040 +16,040 1
HYG funds › ISHARES TR TRIM 0.0% -0.0% 0.4 4,997 -445 5
SPMD funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.4 5,663 +38 5
EUSB funds › ISHARES TR ADD 0.0% +0.0% 0.3 7,835 +839 5
QUAL funds › ISHARES TR TRIM 0.0% -0.1% 0.3 1,486 -23,348 5
JHSC funds › JOHN HANCOCK EXCHANGE TRADED TRIM 0.0% +0.0% 0.3 6,631 -8 5
TFI funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.3 7,003 +85 2
ACWX funds › ISHARES TR ADD 0.0% +0.0% 0.3 4,086 +971 2
IGEB funds › ISHARES TR ADD 0.0% -0.0% 0.3 5,924 +340 5
HDV funds › ISHARES TR ADD 0.0% -0.0% 0.3 9,406 +7,541 2
SHM funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.3 5,369 +758 2
HIMU funds › BLACKROCK ETF TRUST II ADD 0.0% +0.0% 0.3 5,136 +517 5
RUSC funds › RUSSELL INVTS EXCHANGE TRADE TRIM 0.0% +0.0% 0.3 6,443 -227 3
BSCQ funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% -0.0% 0.2 12,596 +113 5
BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% -0.0% 0.2 12,049 +81 3
BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% -0.0% 0.2 12,511 +114 5
ICLN funds › ISHARES TR NEW 0.0% +0.0% 0.2 11,920 +11,920 1
IAGG funds › ISHARES TR TRIM 0.0% -0.1% 0.2 4,377 -78,151 5
EMLC funds › VANECK ETF TRUST ADD 0.0% -0.0% 0.2 8,262 +68 2
COWZ funds › PACER FDS TR EXIT 0.0% -0.1% 0.0 0 -32,046 0
ICVT funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -3,332 0
IWX funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -40,777 0
FTGC funds › FIRST TR EXCHANGE TRAD FD VI EXIT 0.0% -0.0% 0.0 0 -7,722 0
QLTA funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -6,498 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 3,773 142 0.03 71% 0.072 0.936 in
2026Q1 3,411 139 0.07 71% 0.071 0.915 in
2025Q4 3,355 137 0.01 66% 0.063 0.919 in
2025Q3 3,234 138 0.07 66% 0.062 0.873 in
2025Q2 3,022 133 0.04 64% 0.059 0.905 entered
2025Q1 2,767 127 0.00 65% 0.061 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status