0001696957-24-000006.txt : 20240510 0001696957-24-000006.hdr.sgml : 20240510 20240510120508 ACCESSION NUMBER: 0001696957-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SigFig Wealth Management, LLC CENTRAL INDEX KEY: 0001696957 ORGANIZATION NAME: IRS NUMBER: 205695125 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17789 FILM NUMBER: 24933671 BUSINESS ADDRESS: STREET 1: 2443 FILLMORE STREET, #380-1512 CITY: SAN FRANCISCO STATE: CA ZIP: 94115 BUSINESS PHONE: 6503078236 MAIL ADDRESS: STREET 1: 2443 FILLMORE STREET, #380-1512 CITY: SAN FRANCISCO STATE: CA ZIP: 94115 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001696957 XXXXXXXX 03-31-2024 03-31-2024 SigFig Wealth Management, LLC

2443 FILLMORE STREET, #380-1512 SAN FRANCISCO CA 94115

13F HOLDINGS REPORT 028-17789 000158823 801-72762 N Tony Ancelj 650-307-8236 Tony Ancelj San Francisco CA 05-10-2024 1 127 2724996785 false 1 0001133639 028-06325 000109591 801-57396 NEW YORK LIFE INVESTMENT MANAGEMENT LLC INFORMATION TABLE 2 13FQ12024informationtable.xml ABRDN ETFS BBRG ALL COMD K1 003261104 1750010 88519 SH SOLE 0 0 88519 APPLE INC COM 037833100 389110 2080 SH SOLE 0 0 2080 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 2477371 47224 SH SOLE 0 0 47224 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 2926015 50967 SH SOLE 0 0 50967 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 6929604 156072 SH SOLE 0 0 156072 BLACKROCK ETF TRUST WORLD EX US CARB 09290C608 506300 11085 SH SOLE 0 0 11085 DBX ETF TR XTRACK USD HIGH 233051432 680963 19069 SH SOLE 0 0 19069 DBX ETF TR XTRCKR MSCI US 233051150 16734130 339023 SH SOLE 0 0 339023 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 2795521 107150 SH SOLE 0 0 107150 GOLDMAN SACHS ETF TR ACTIVEBETA EME 381430206 97653507 3115948 SH SOLE 0 0 3115948 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 144461133 4212933 SH SOLE 0 0 4212933 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 208151719 2005512 SH SOLE 0 0 2005512 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 75571823 5448606 SH SOLE 0 0 5448606 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 2570223 157411 SH SOLE 0 0 157411 INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG 46138E727 1928835 99118 SH SOLE 0 0 99118 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 5009114 62442 SH SOLE 0 0 62442 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 230481 10991 SH SOLE 0 0 10991 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 230532 11284 SH SOLE 0 0 11284 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 221952 11554 SH SOLE 0 0 11554 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1350359 35102 SH SOLE 0 0 35102 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 46137V464 1691543 14727 SH SOLE 0 0 14727 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 1742541 15834 SH SOLE 0 0 15834 ISHARES INC CORE MSCI EMKT 46434G103 67424454 1310516 SH SOLE 0 0 1310516 ISHARES INC ESG AWR MSCI EM 46434G863 6850103 212540 SH SOLE 0 0 212540 ISHARES INC MSCI EMRG CHN 46434G764 2331643 40501 SH SOLE 0 0 40501 ISHARES TR 1 3 YR TREAS BD 464287457 3996277 49091 SH SOLE 0 0 49091 ISHARES TR 10-20 YR TRS ETF 464288653 370126 3524 SH SOLE 0 0 3524 ISHARES TR 20 YR TR BD ETF 464287432 2671146 28230 SH SOLE 0 0 28230 ISHARES TR BROAD USD HIGH 46435U853 70905991 1937860 SH SOLE 0 0 1937860 ISHARES TR CONV BD ETF 46435G102 418229 5239 SH SOLE 0 0 5239 ISHARES TR CORE DIV GRWTH 46434V621 694456 11961 SH SOLE 0 0 11961 ISHARES TR CORE MSCI EAFE 46432F842 98118115 1325279 SH SOLE 0 0 1325279 ISHARES TR CORE S&P MCP ETF 464287507 2730888 44960 SH SOLE 0 0 44960 ISHARES TR CORE S&P SCP ETF 464287804 86125260 779276 SH SOLE 0 0 779276 ISHARES TR CORE S&P TTL STK 464287150 417579445 3621782 SH SOLE 0 0 3621782 ISHARES TR CORE S&P500 ETF 464287200 74297354 141322 SH SOLE 0 0 141322 ISHARES TR CORE TOTAL USD 46434V613 163116732 3577912 SH SOLE 0 0 3577912 ISHARES TR CORE US AGGBD ET 464287226 272023896 2780267 SH SOLE 0 0 2780267 ISHARES TR CRE U S REIT ETF 464288521 1630106 31979 SH SOLE 0 0 31979 ISHARES TR EAFE GRWTH ETF 464288885 4101456 39517 SH SOLE 0 0 39517 ISHARES TR EAFE VALUE ETF 464288877 4361816 80180 SH SOLE 0 0 80180 ISHARES TR ESG ADV TTL USD 46436E619 16889954 394349 SH SOLE 0 0 394349 ISHARES TR ESG ADVNCD HY BD 46435G441 6563160 143646 SH SOLE 0 0 143646 ISHARES TR ESG AWARE MSCI 46435U663 10505842 260886 SH SOLE 0 0 260886 ISHARES TR ESG AWR MSCI USA 46435G425 1903813 16561 SH SOLE 0 0 16561 ISHARES TR ESG AWR US AGRGT 46435U549 21441981 455631 SH SOLE 0 0 455631 ISHARES TR ESG AWRE USD ETF 46435G193 1402804 61018 SH SOLE 0 0 61018 ISHARES TR ESG EAFE ETF 46436E759 11247998 165097 SH SOLE 0 0 165097 ISHARES TR ESG MSCI USA ETF 46436E767 25182886 557761 SH SOLE 0 0 557761 ISHARES TR FALN ANGLS USD 46435G474 201665 7508 SH SOLE 0 0 7508 ISHARES TR GLOBAL ENERG ETF 464287341 929266 21636 SH SOLE 0 0 21636 ISHARES TR HDG MSCI EAFE 46434V803 1990253 57060 SH SOLE 0 0 57060 ISHARES TR IBOXX HI YD ETF 464288513 547264 7041 SH SOLE 0 0 7041 ISHARES TR IBOXX INV CP ETF 464287242 1193627 10959 SH SOLE 0 0 10959 ISHARES TR INTL EQTY FACTOR 46434V274 3557965 119235 SH SOLE 0 0 119235 ISHARES TR ISHS 1-5YR INVS 464288646 245016 4778 SH SOLE 0 0 4778 ISHARES TR JPMORGAN USD EMG 464288281 56945115 637182 SH SOLE 0 0 637182 ISHARES TR MBS ETF 464288588 5485856 59358 SH SOLE 0 0 59358 ISHARES TR MSCI EAFE ETF 464287465 819999 10358 SH SOLE 0 0 10358 ISHARES TR MSCI EMG MKT ETF 464287234 270338 6581 SH SOLE 0 0 6581 ISHARES TR MSCI KLD400 SOC 464288570 2051584 20351 SH SOLE 0 0 20351 ISHARES TR MSCI USA MMENTM 46432F396 1500303 8008 SH SOLE 0 0 8008 ISHARES TR MSCI USA QLT FCT 46432F339 7235493 44025 SH SOLE 0 0 44025 ISHARES TR NATIONAL MUN ETF 464288414 12269198 114054 SH SOLE 0 0 114054 ISHARES TR RUS 1000 ETF 464287622 5479571 20056 SH SOLE 0 0 20056 ISHARES TR RUS TP200 GR ETF 464289438 6081289 31170 SH SOLE 0 0 31170 ISHARES TR RUSEL 2500 ETF 46435G268 640423 9761 SH SOLE 0 0 9761 ISHARES TR RUSSELL 2000 ETF 464287655 1463998 6961 SH SOLE 0 0 6961 ISHARES TR S&P 500 GRWT ETF 464287309 5306743 62846 SH SOLE 0 0 62846 ISHARES TR S&P 500 VAL ETF 464287408 4080510 21843 SH SOLE 0 0 21843 ISHARES TR SHRT NAT MUN ETF 464288158 252399 2410 SH SOLE 0 0 2410 ISHARES TR SP SMCP600VL ETF 464287879 344965 3357 SH SOLE 0 0 3357 ISHARES TR TIPS BD ETF 464287176 3867607 36125 SH SOLE 0 0 36125 ISHARES TR U S EQUITY FACTR 46434V282 110121564 2046495 SH SOLE 0 0 2046495 ISHARES TR U.S. TECH ETF 464287721 3105509 22994 SH SOLE 0 0 22994 ISHARES TR US INFRASTRUC 46435U713 674205 15549 SH SOLE 0 0 15549 ISHARES TR US TREAS BD ETF 46429B267 1060758 46586 SH SOLE 0 0 46586 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1494344 29451 SH SOLE 0 0 29451 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 1746476 26968 SH SOLE 0 0 26968 JOHN HANCOCK EXCHANGE TRADED MULTFCTR EMRNG 47804J834 490798 18929 SH SOLE 0 0 18929 JOHN HANCOCK EXCHANGE TRADED MULTI INTL ETF 47804J859 484164 14022 SH SOLE 0 0 14022 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 600765 10470 SH SOLE 0 0 10470 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 263256 6834 SH SOLE 0 0 6834 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 325361 7823 SH SOLE 0 0 7823 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 5820008 339042 SH SOLE 0 0 339042 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6448703 209330 SH SOLE 0 0 209330 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1688867 39130 SH SOLE 0 0 39130 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5743159 163371 SH SOLE 0 0 163371 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 9204200 180053 SH SOLE 0 0 180053 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4600678 80802 SH SOLE 0 0 80802 SCHWAB STRATEGIC TR US REIT ETF 808524847 603676 37301 SH SOLE 0 0 37301 SCHWAB STRATEGIC TR US TIPS ETF 808524870 899143 21366 SH SOLE 0 0 21366 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 16474128 488946 SH SOLE 0 0 488946 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 15180441 420377 SH SOLE 0 0 420377 SPDR S&P 500 ETF TR TR UNIT 78462F103 1292506 2471 SH SOLE 0 0 2471 SPDR SER TR PORTFLI TIPS ETF 78464A656 2240066 86632 SH SOLE 0 0 86632 SPDR SER TR PORTFOLI S&P1500 78464A805 25907668 443662 SH SOLE 0 0 443662 SPDR SER TR PORTFOLIO AGRGTE 78464A649 19822876 777021 SH SOLE 0 0 777021 SPDR SER TR PORTFOLIO S&P500 78464A854 77637139 1261777 SH SOLE 0 0 1261777 SPDR SER TR PORTFOLIO S&P600 78468R853 2150192 49958 SH SOLE 0 0 49958 SPDR SER TR PORTFOLIO SH TSR 78468R101 3638699 123373 SH SOLE 0 0 123373 SPDR SER TR PRTFLO S&P500 GW 78464A409 1914409 26171 SH SOLE 0 0 26171 SPDR SER TR S&P 400 MDCP GRW 78464A821 3691424 42289 SH SOLE 0 0 42289 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 757787 16293 SH SOLE 0 0 16293 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7906028 104851 SH SOLE 0 0 104851 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5383501 74430 SH SOLE 0 0 74430 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11407686 148789 SH SOLE 0 0 148789 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 6698534 92245 SH SOLE 0 0 92245 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 12847456 261180 SH SOLE 0 0 261180 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 111304115 635046 SH SOLE 0 0 635046 VANGUARD INDEX FDS GROWTH ETF 922908736 2268966 6592 SH SOLE 0 0 6592 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3292793 13734 SH SOLE 0 0 13734 VANGUARD INDEX FDS MID CAP ETF 922908629 1116723 4469 SH SOLE 0 0 4469 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35394732 73632 SH SOLE 0 0 73632 VANGUARD INDEX FDS SMALL CP ETF 922908751 2919955 12774 SH SOLE 0 0 12774 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9725825 41009 SH SOLE 0 0 41009 VANGUARD INDEX FDS VALUE ETF 922908744 3562563 21875 SH SOLE 0 0 21875 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 18378220 441754 SH SOLE 0 0 441754 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 15979858 315807 SH SOLE 0 0 315807 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 5753804 126152 SH SOLE 0 0 126152 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2076525 35759 SH SOLE 0 0 35759 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 15868537 66585 SH SOLE 0 0 66585 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 7575359 89059 SH SOLE 0 0 89059 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 44534638 892207 SH SOLE 0 0 892207 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 562960 8817 SH SOLE 0 0 8817 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 473192 3911 SH SOLE 0 0 3911 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 232682 3382 SH SOLE 0 0 3382