Data as of Q4 2025 (Dec 31, 2025)

SigFig Wealth Management, LLC

•CIK: 1696957•Filing: Q4 2025

SigFig Wealth Management, LLC, managed by founder and CEO John F. Rekenthaler, is known for its quantitative, data-driven investment approach, focusing on low-cost, diversified portfolios. Recently, the fund has increased its positions in MTUM and IVE by 38% each, while reducing exposure to JHML and QUAL by 37% and 35%, respectively, reflecting a strategic shift towards growth-oriented sectors.

Total AUM
$3.4B
QoQ Performance
+3.7%
Positions
30
Top 10 Concentration
66.3%
Latest Filing
Q4 2025

Top Holdings Allocation

ITOT
AGG
GSLC
IUSB
GSIE
LRGF
ITOT16.1%
AGG10.8%
GSLC6.9%
IUSB6.4%
GSIE5.7%
LRGF5.2%
VO4.8%
GEM4.0%

📈 Biggest Buys

AGG
ISHARES TR
+4.8%
10.8% of portfolio
IUSB
ISHARES TR
+4.7%
6.4% of portfolio
USHY
ISHARES TR
+6.7%
3.0% of portfolio
SCHX
SCHWAB STRATEGIC TR
+17.2%
1.2% of portfolio
ITOT
ISHARES TR
+0.9%
16.1% of portfolio

📉 Biggest Sells

QUAL
ISHARES TR
-37.1%
0.2% of portfolio
SPTM
SPDR SERIES TRUST
-6.7%
0.7% of portfolio
JHML
JOHN HANCOCK EXCHANGE TRADED
-38.0%
0.0% of portfolio
SPEM
SPDR INDEX SHS FDS
-5.4%
0.4% of portfolio
EFV
ISHARES TR
-6.4%
0.3% of portfolio

Sector Breakdown

Other97.3%
ETF2.6%
Technology0.0%

🚪 Exited Positionssold since Q3 2025

SPMO
INVESCO EXCH TRADED FD TR II
SOLD
$5.5M
IWY
ISHARES TR
SOLD
$3.9M
STIP
ISHARES TR
SOLD
$1.3M
BIDD
BLACKROCK ETF TRUST
SOLD
$335.2K
IGRO
ISHARES TR
SOLD
$324.1K
+4 more exited positions

Changes from Q3 2025

NEW8 new positions
↑86 increased
↓42 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

ITOT16.1%
ISHARES TR
$541.3M
AGG10.8%
ISHARES TR
$363.4M
GSLC6.9%
GOLDMAN SACHS ETF TR
$230.5M
IUSB6.4%
ISHARES TR
$215.5M
GSIE5.7%
GOLDMAN SACHS ETF TR
$192.3M

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