SigFig Wealth Management portfolio

What changed this quarter

131 positions with a change (12 new, 71 added to, 44 trimmed, 4 sold). 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Schwab US Large-cap ETF+227%more sharesIncreased
  1.6% → 5.1%
• Ishares Bitcoin Trust ETF+1.8 ppof portfolioNew
  — → 1.8%
• Vanguard Index Funds−32%fewer sharesReduced
  5.4% → 3.3%
• iShares Core U.s. Aggregate ETF+10%more sharesIncreased
  11.2% → 11.1%
• Ishares Tr+10.0%more sharesIncreased
  6.8% → 6.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares Core S&P Total U.s ETFITOT16.6%
• iShares Core U.s. Aggregate ETFAGG11.1%
• Goldman Activebeta US LC ETFGSLC7.2%
• Ishares TrIUSB6.7%
• Goldman Sachs Activebeta Int ETFGSIE5.9%
• iShares US Equity Factor ETFLRGF5.6%
• Schwab US Large-cap ETFSCHX5.1%
• Goldman Sachs Activebeta EM ETFGEM4.2%
• Vanguard Index FundsVO3.3%
• iShares Core Msci Eafe ETFIEFA3.2%
• Invesco Optimum Yield Divers ETFPDBC3.2%
• iShares Broad USD High Yield ETFUSHY3.1%
• IsharesIEMG2.8%
• iShares JP Morgan USD Emergi ETFEMB2.3%
• Ishares Bitcoin Trust ETFIBIT1.8%
• iShares Core S&P 500 ETFIVV1.8%
• iShares Core S&P Small-cap E ETFIJR1.4%
• Vanguard S&P 500 ETFVOO1.1%
• STE Str SPDR PT DW EU ETFSPDW1.0%
• Vanguard Ftse Developed ETFVEA0.8%
• State Street SPDR P S&P 1500 Comp ETFSPTM0.6%
• iShares Russell 2500 ETFSMMD0.4%
• State Street SPDR P AGG Bond ETFSPAB0.4%
• Schwab US Broad Market ETFSCHB0.4%
• Vanguard International Equity Index FVWO0.4%
• Vanguard Total International Bond ETFBNDX0.4%
• Vanguard Short-term Bond ETFBSV0.4%
• Spdr Index SHS FundsSPEM0.4%
• Schwab International Equity ETFSCHF0.3%
• iShares S&P 500 Growth ETFIVW0.3%
• BlackRock ETF TrustDYNF0.3%
• Schwab Emrg Mrkts Eqty ETFSCHE0.3%
• State Street SPDR P S&P 500 Growth ETFSPYG0.3%
• Schwab US Aggregate Bond ETFSCHZ0.3%
• Vanguard Intermediate-term B ETFBIV0.3%
• iShares S&P 500 Value ETFIVE0.2%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.2%
• Vanguard Index FundsVTI0.2%
• iShares US Treasury Bond ETFGOVT0.2%
• State Street SPDR P High Yield ETFSPHY0.2%
• Vanguard Mortgage-backed Sec ETFVMBS0.2%
• Vanguard Long-term Bond ETFBLV0.2%
• iShares Russell 1000 ETFIWB0.2%
• iShares Msci Eafe Growth ETFEFG0.1%
• iShares Msci Acwi EX US ETFACWX0.1%
• BlackRock ETF TrustCORO0.1%
• Vanguard Extended Market ETFVXF0.1%
• BlackRock ETF TrustBAI0.1%
• Vanguard Total Bond Market ETFBND0.1%
• BlackRock ETF TrustBLCR0.1%
• iShares International Equity ETFINTF0.1%
• iShares 10-20 Year Treasury ETFTLH0.1%
• BlackRock ETF TrustIALT0.1%
• iShares 1-3 Year Treasury BO ETFSHY0.1%
• Vanguard Index FundsVV0.1%
• Vanguard Tax-exempt Bond ETFVTEB0.1%
• Vanguard Intermediate-term T ETFVGIT0.1%
• Invesco Emerging Markets SOV ETFPCY0.1%
• iShares Russell Top 200 Valu ETFIWX0.1%
• BlackRock ETF Trust IIGGOV0.1%
• Abrdn EtfsBCI0.1%
• iShares Russell Top 200 Grow ETFIWY0.1%
• BlackRock ETF TrustLCTU0.1%
• BlackRock ETF TrustIDEF0.1%
• iShares ESG Aware Msci USA ETFESGU0.1%
• BlackRock ETF TrustTHRO0.1%
• iShares Msci Eafe Value ETFEFV0.1%
• WisdomTree International Qlty DVD Grw ETFIQDG0.1%
• State Street SPDR N ICE HY Muni ETFHYMB0.1%
• Inves Rafi Emer Mrkt-usd ETFPXH0.1%
• Schwab Short-term US Treas ETFSCHO0.1%
• iShares Tips Bond ETFTIP0.1%
• Fidelity Msci RL EST Indx ETFFREL0.1%
• iShares National Muni Bond E ETFMUB0.1%
• iShares Core S&P Midcap ETFIJH0.1%
• iShares ESG Msci KLD 400 ETFDSI0.1%
• Invesco Exchange Traded Fund TPRF0.1%
• iShares ESG Aware US Aggrega ETFEAGG0.1%
• State Street SPDR P St Term TSY ETFSPTS0.1%
• iShares ESG Advance Msci USA ETFUSXFunder 0.1%
• BlackRock ETF Trust IIBINCunder 0.1%
• iShares S&P Small-cap 600 VA ETFIJSunder 0.1%
• Vanguard Int Tax-exempt Bond ETFVTEIunder 0.1%
• iShares ESG Aware USD Corpor ETFSUSCunder 0.1%
• Schwab U.s. Tips ETFSCHPunder 0.1%
• Russell Invts Exchange TradeRGLOunder 0.1%
• Vanguard Most Sm-cap ETF-usd ETFVBunder 0.1%
• iShares Gold Trust ETFIAUunder 0.1%
• iShares Russell Mid-cap ETFIWRunder 0.1%
• John Hancock Exchange TradedJHMLunder 0.1%
• State Street SPDR P Tips ETFSPIPunder 0.1%
• IsharesESGEunder 0.1%
• Vanguard Int High DVD YLD In ETFVYMIunder 0.1%
• Schwab 1000 Index ETFSCHKunder 0.1%
• iShares Core US Reit ETFUSRTunder 0.1%
• iShares Systematic Bond ETFSYSBunder 0.1%
• iShares ESG AW Msci US Value ETFEVUSunder 0.1%
• Vanguard High DVD Yield ETFVYMunder 0.1%
• iShares ESG Advanc Msci Eafe ETFDMXFunder 0.1%
• DBX ETF TrHYLBunder 0.1%