Sigfig Wealth Management, LLC
SigFig Wealth Management, LLC is a registered investment adviser established in 2011 and headquartered in San Francisco, California. The firm manages approximately 3 billion USD in assets and serves a diverse roster of primarily retail (individual) clients, with over 93,000 accounts. SigFig provides automated and advisor-assisted portfolio management, leveraging technology to offer personalized, diversified investment solutions. The firm employs around 125 people and focuses on affordable, technology-driven wealth management for individuals.
Investment Strategy
SigFig Wealth Management employs a technology-driven investment strategy focused on providing diversified, low-cost portfolios primarily for retail individual investors. Portfolios are managed through a combination of automated tools and advisor support, utilizing a range of ETFs to offer broad market exposure and balance between asset classes. The firm uses a passive, long-term approach emphasizing diversification, risk management, and efficient allocation in line with client goals and risk tolerance.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 16.18% | $523.3M | 3,604,140 | $99.28 | $145.65 | +$48.0M |
A AGG | ISHARES TR | 10.77% | $348.2M | 3,473,163 | $107.44 | $100.25 | +$36.5M |
G GSLC | GOLDMAN SACHS ETF TR | 6.92% | $223.8M | 1,720,790 | $66.89 | $130.28 | -$1.6M |
I IUSB | ISHARES TR | 6.39% | $206.7M | 4,424,772 | $50.06 | $46.71 | +$16.8M |
G GSIE | GOLDMAN SACHS ETF TR | 5.58% | $180.3M | 4,401,595 | $30.82 | $41.11 | +$2.5M |