Estatísticas Básicas
Valor do Portfólio $ 3,234,093,843
Posições Atuais 138
Últimas Participações, Desempenho, AUM (de 13F, 13D)

SigFig Wealth Management, LLC divulgou 138 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 3,234,093,843 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de SigFig Wealth Management, LLC são iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (US:ITOT) , iShares Trust - iShares Core U.S. Aggregate Bond ETF (US:AGG) , Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (US:GSLC) , iShares Trust - iShares Core Universal USD Bond ETF (US:IUSB) , and Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF (US:GSIE) . As novas posições de SigFig Wealth Management, LLC incluem WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund (US:IQDG) , iShares Trust - iShares U.S. Aerospace & Defense ETF (US:ITA) , iShares Trust - iShares ESG Aware MSCI USA Value ETF (US:EVUS) , Franklin Templeton Holdings Trust - Responsibly Sourced Gold ETF (US:FGDL) , and iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) .

SigFig Wealth Management, LLC - Valor do Portfólio
Adicionar Este Fundo
ao seu Painel
Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.54 157.97 4.8846 3.2704
2.49 171.52 5.3034 1.1330
3.60 523.29 16.1804 0.4549
3.47 348.20 10.7665 0.4512
7.45 100.47 3.1065 0.2564
0.07 44.09 1.3633 0.1981
0.59 35.72 1.1045 0.1358
2.54 96.04 2.9695 0.1332
1.32 34.67 1.0720 0.1295
0.01 3.93 0.1216 0.1216
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.03 6.02 0.1860 -3.3470
0.37 44.22 1.3673 -1.3199
1.72 223.75 6.9186 -0.5376
4.40 180.33 5.5760 -0.3093
0.05 5.46 0.1689 -0.3061
1.21 104.99 3.2463 -0.1255
0.01 2.80 0.0866 -0.1209
0.01 0.60 0.0186 -0.1175
0.00 0.21 0.0064 -0.1004
0.05 2.41 0.0746 -0.0809
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-10-21 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

Atualize para desbloquear dados premium e exportar para Excel .

2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 3.60 1.88 523.29 10.11 16.1804 0.4549
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 3.47 10.07 348.20 11.69 10.7665 0.4512
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1.72 -7.80 223.75 -0.70 6.9186 -0.5376
IUSB / iShares Trust - iShares Core Universal USD Bond ETF 4.42 7.37 206.68 8.84 6.3907 0.1075
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF 4.40 -2.08 180.33 1.39 5.5760 -0.3093
LRGF / iShares Trust - iShares U.S. Equity Factor ETF 2.49 25.76 171.52 36.09 5.3034 1.1330
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.54 208.26 157.97 223.83 4.8846 3.2704
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF 3.22 -2.53 130.60 6.48 4.0384 -0.0203
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 1.21 -1.15 104.99 3.03 3.2463 -0.1255
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 7.45 12.74 100.47 16.64 3.1065 0.2564
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 2.54 10.85 96.04 12.04 2.9695 0.1332
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 1.41 0.75 92.30 10.59 2.8538 0.0923
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.78 5.77 74.68 9.53 2.3091 0.0530
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.37 -49.73 44.22 -45.55 1.3673 -1.3199
IVV / iShares Trust - iShares Core S&P 500 ETF 0.07 15.95 44.09 25.21 1.3633 0.1981
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.07 0.08 40.51 7.70 1.2527 0.0081
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF 0.67 -0.87 38.05 5.52 1.1765 -0.0167
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF 0.59 13.27 35.72 22.02 1.1045 0.1358
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.74 10.10 35.58 11.66 1.1001 0.0458
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 1.32 12.76 34.67 21.72 1.0720 0.1295
VTMGX / Vanguard Tax Managed Funds - Vanguard Developed Markets Index Admiral 0.52 -3.45 30.97 1.37 0.9575 -0.0533
EUSB / iShares Trust - iShares ESG Advanced Universal USD Bond ETF 0.61 8.56 27.01 9.87 0.8351 0.0217
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.63 3.70 26.78 9.24 0.8280 0.0169
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.31 -4.00 25.02 3.25 0.7736 -0.0282
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF 0.23 -1.97 17.11 -0.74 0.5289 -0.0413
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0.27 -3.95 14.56 4.72 0.4501 -0.0099
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.31 -4.54 14.26 3.56 0.4411 -0.0147
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.53 -9.61 13.51 -2.55 0.4178 -0.0410
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.27 0.57 13.21 0.55 0.4083 -0.0263
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF 0.51 4.93 13.13 6.26 0.4061 -0.0029
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.30 1.20 13.01 11.99 0.4022 0.0179
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.16 0.45 12.48 0.82 0.3859 -0.0237
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF 0.11 4.64 11.81 14.86 0.3651 0.0250
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF 0.20 17.15 11.77 27.56 0.3641 0.0587
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.48 -10.60 11.18 -6.36 0.3458 -0.0494
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.34 -10.71 11.17 -2.22 0.3454 -0.0326
HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF 0.23 10.43 10.91 10.73 0.3373 0.0113
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.43 -3.41 9.99 -2.29 0.3088 -0.0294
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.08 -4.81 9.71 4.47 0.3003 -0.0073
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.20 -21.61 9.02 -14.64 0.2789 -0.0707
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.05 -17.56 8.99 -12.22 0.2779 -0.0609
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.11 -1.36 8.91 -0.06 0.2754 -0.0195
IVE / iShares Trust - iShares S&P 500 Value ETF 0.04 3.79 8.71 9.91 0.2693 0.0071
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0.13 -16.95 8.54 -11.62 0.2640 -0.0556
OEF / iShares Trust - iShares S&P 100 ETF 0.02 86.02 8.19 103.46 0.2531 0.1199
SMMD / iShares Trust - iShares Russell 2500 ETF 0.11 16.25 8.14 26.65 0.2516 0.0390
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.02 -6.08 8.04 1.22 0.2485 -0.0142
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF 0.07 20.10 6.81 22.86 0.2104 0.0271
VTV / Vanguard Index Funds - Vanguard Value ETF 0.03 -4.39 6.34 0.52 0.1960 -0.0126
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF 0.13 -0.25 6.25 1.51 0.1933 -0.0105
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.08 -3.61 6.22 -2.23 0.1924 -0.0182
IWB / iShares Trust - iShares Russell 1000 ETF 0.02 -2.27 6.16 5.32 0.1905 -0.0031
VXF / Vanguard Index Funds - Vanguard Extended Market ETF 0.03 -94.85 6.02 -94.37 0.1860 -3.3470
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF 0.08 -0.35 6.00 2.69 0.1854 -0.0078
MBB / iShares Trust - iShares MBS ETF 0.06 5.60 5.57 7.49 0.1722 0.0007
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.05 -64.74 5.46 -61.95 0.1689 -0.3061
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.09 7.14 4.60 8.14 0.1422 0.0015
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.05 5.20 4.52 5.34 0.1397 -0.0022
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF 0.13 159.48 4.48 208.26 0.1385 0.0904
INTF / iShares Trust - iShares International Equity Factor ETF 0.12 -2.31 4.32 2.32 0.1337 -0.0061
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF 0.11 0.35 4.27 6.96 0.1321 -0.0001
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF 0.19 -0.13 4.11 3.03 0.1271 -0.0049
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.01 3.93 0.1216 0.1216
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.07 8.24 3.85 8.71 0.1189 0.0018
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF 0.18 -9.45 3.79 -4.10 0.1172 -0.0136
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.01 -10.97 3.75 -4.00 0.1159 -0.0133
LCTU / BlackRock ETF Trust - iShares U.S. Carbon Transition Readiness Aware Active ETF 0.05 -0.68 3.72 7.49 0.1149 0.0005
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.06 -0.73 3.67 4.35 0.1134 -0.0029
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.02 34.00 3.57 44.82 0.1103 0.0288
SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF 0.15 20.76 3.54 21.96 0.1094 0.0134
IAU / iShares Gold Trust 0.05 59.03 3.30 86.14 0.1022 0.0434
TIP / iShares Trust - iShares TIPS Bond ETF 0.03 2.60 3.23 3.89 0.0999 -0.0030
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF 0.11 0.11 2.93 3.10 0.0906 -0.0034
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF 0.11 -3.06 2.89 5.28 0.0895 -0.0015
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.01 -58.46 2.80 -55.34 0.0866 -0.1209
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.11 5.54 2.72 5.67 0.0841 -0.0011
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF 0.09 -4.26 2.70 -4.19 0.0833 -0.0097
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0.02 -0.93 2.48 7.32 0.0766 0.0002
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund 0.06 2.44 0.0753 0.0753
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.05 -49.76 2.41 -48.66 0.0746 -0.0809
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF 0.10 12.81 2.33 15.03 0.0719 0.0050
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 0.03 -12.78 2.11 -6.56 0.0652 -0.0095
MUB / iShares Trust - iShares National Muni Bond ETF 0.02 -21.35 2.04 -19.76 0.0629 -0.0210
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF 0.01 1.91 0.0591 0.0591
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0.04 7.63 1.86 15.50 0.0576 0.0043
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.01 -43.48 1.73 -39.48 0.0536 -0.0412
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF 0.06 -3.31 1.69 -2.25 0.0524 -0.0050
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 0.06 28.01 1.59 29.14 0.0492 0.0084
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF 0.06 -7.53 1.50 -6.41 0.0465 -0.0067
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.02 0.29 1.43 0.92 0.0443 -0.0027
USRT / iShares Trust - iShares Core U.S. REIT ETF 0.02 -3.06 1.38 0.44 0.0426 -0.0028
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF 0.01 72.71 1.36 76.23 0.0422 0.0166
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.01 6.34 1.33 17.80 0.0411 0.0038
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF 0.01 7.07 1.32 7.60 0.0407 0.0002
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 0.05 6.20 1.25 7.20 0.0387 0.0001
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.01 15.70 1.05 20.44 0.0324 0.0036
VAIGX / Vanguard Advice Select International Growth Fund 0.01 4.92 0.87 11.28 0.0269 0.0010
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF 0.01 -3.76 0.85 -0.82 0.0262 -0.0021
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF 0.03 0.42 0.84 8.38 0.0260 0.0003
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF 0.04 -17.72 0.83 -16.13 0.0257 -0.0071
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF 0.02 -0.94 0.81 0.00 0.0250 -0.0018
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 0.02 6.44 0.76 11.08 0.0236 0.0009
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 0.01 -6.98 0.75 -1.44 0.0233 -0.0020
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.01 11.58 0.71 17.88 0.0220 0.0020
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF 0.01 2.99 0.70 4.95 0.0216 -0.0004
EVUS / iShares Trust - iShares ESG Aware MSCI USA Value ETF 0.02 0.69 0.0214 0.0214
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 0.01 -0.58 0.68 4.00 0.0209 -0.0006
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 0.89 0.68 7.48 0.0209 0.0001
JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 0.02 -4.10 0.67 4.19 0.0208 -0.0006
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.00 -66.30 0.61 -63.13 0.0187 -0.0356
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.01 -85.58 0.60 -85.38 0.0186 -0.1175
ICVT / iShares Trust - iShares Convertible Bond ETF 0.01 19.55 0.57 33.10 0.0176 0.0035
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF 0.01 28.31 0.51 29.85 0.0158 0.0028
AAPL / Apple Inc. 0.00 0.00 0.47 27.25 0.0145 0.0023
HYG_KZ / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.01 -3.11 0.45 -2.16 0.0140 -0.0013
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.01 1.58 0.43 9.09 0.0134 0.0003
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 0.01 36.55 0.43 41.45 0.0133 0.0033
FGDL / Franklin Templeton Holdings Trust - Responsibly Sourced Gold ETF 0.01 0.39 0.0119 0.0119
BALI / BlackRock ETF Trust - iShares Advantage Large Cap Income ETF 0.01 1.47 0.38 7.41 0.0117 0.0000
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF 0.01 1.47 0.34 3.72 0.0104 -0.0003
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 4.65 0.33 7.44 0.0103 0.0001
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF 0.00 19.69 0.33 20.74 0.0101 0.0012
IGRO / iShares Trust - iShares International Dividend Growth ETF 0.00 -0.65 0.32 0.00 0.0100 -0.0007
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 0.01 -8.60 0.31 -2.81 0.0096 -0.0010
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF 0.01 19.87 0.29 20.49 0.0091 0.0010
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.00 -14.00 0.28 -7.89 0.0087 -0.0014
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF 0.00 7.36 0.26 7.53 0.0080 0.0000
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF 0.01 -1.87 0.25 0.00 0.0077 -0.0005
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0.00 1.78 0.24 7.11 0.0075 -0.0000
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.00 0.23 0.0072 0.0072
HYGW / iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF 0.01 1.96 0.23 1.32 0.0071 -0.0004
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF 0.00 4.52 0.23 5.99 0.0071 -0.0001
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.01 5.90 0.22 6.34 0.0068 -0.0001
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.01 6.70 0.22 6.86 0.0068 -0.0000
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF 0.00 0.22 0.0067 0.0067
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.01 5.54 0.22 5.83 0.0067 -0.0001
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund 0.01 1.34 0.21 6.47 0.0066 -0.0000
IYW / iShares Trust - iShares U.S. Technology ETF 0.00 -94.36 0.21 -93.62 0.0064 -0.1004
IWM / iShares Trust - iShares Russell 2000 ETF 0.00 -100.00 0.00 0.0000
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund 0.00 -100.00 0.00 0.0000