SigFig Wealth Management, LLC

RIA/Wealth

SigFig Wealth Management, LLC is a RIA/Wealth based in Jacksonville, FL led by Michael Tai Sha, managing $3.2B across 135 long positions as of Q3 2025 with 100% ETF concentration, 67% concentrated in top 10 holdings, 16% allocation to ITOT, and minimal technology exposure.

CEOMichael Tai Sha

Portfolio Value: $3.2B
Positions: 135
Top Holding: ITOT at 16.21%
Last Reported: Q3 2025

Address1000 Riverside Avenue,, Suite 400, Jacksonville, FL, 32204, United States

Top Holdings

Largest long holdings in SigFig Wealth Management, LLC's portfolio (66.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$523.3M	16.21%	+$9.7M Bought	— 3.6M shares	Q4 2016 Held for 8y 11m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$348.2M	10.78%	+$31.9M Bought	— 3.5M shares	Q4 2016 Held for 8y 11m
3 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	ETF ETF	$223.8M	6.93%	-$18.9M Sold	— 1.7M shares	Q4 2022 Held for 2y 11m
4 iShares Core Total USD Bond Market IUSB	ETF ETF	$206.7M	6.40%	+$14.2M Bought	— 4.4M shares	Q3 2020 Held for 5y 2m
5 Goldman Sachs ActiveBeta International Equity GSIE	ETF ETF	$180.3M	5.59%	-$3.8M Sold	— 4.4M shares	Q4 2022 Held for 2y 11m
6 iShares U.S. Equity Factor LRGF	ETF ETF	$171.5M	5.31%	+$35.1M Bought	— 2.5M shares	Q3 2021 Held for 4y 2m
7 Vanguard Mid-Cap Fund VO	ETF ETF	$158.0M	4.89%	+$106.7M Bought	— 538.9K shares	Q4 2018 Held for 6y 11m
8 GEM Goldman Sachs ActiveBeta Emerging Markets Equity GEM	ETF ETF	$130.6M	4.05%	-$3.4M Sold	— 3.2M shares	Q4 2022 Held for 2y 11m
9 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$105.0M	3.25%	-$1.2M Sold	— 1.2M shares	Q4 2016 Held for 8y 11m
10 Invesco Actively Managed Exch-Traded Commodity Fund Invesco Optimum Yield Diversified Commodity Strategy No K-1 PDBC	ETF ETF	$100.5M	3.11%	+$11.4M Bought	— 7.5M shares	Q2 2022 Held for 3y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SigFig Wealth Management, LLC's latest filing

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Market Value

$3.2B

Prior: $3.0B

Q/Q Change

+6.91%

+$208.8M

Net Flows % of MV

+1.11%

Turnover Ratio

6.09%

New Purchases

6 stocks

$5.9M

Added To

68 stocks

+$260.6M

Sold Out Of

2 stocks

$3.5M

Reduced Holdings

59 stocks

-$227.1M

Increased Positions

Position	Shares Δ	Change
1 WisdomTree International Quality Dividend Growth IQDG	New	0 → 61.5K +$2.4M
2 iShares U.S. Aerospace & Defense ITA	New	0 → 9.3K +$1.9M
3 iShares ESG Aware MSCI USA Value EVUS	New	0 → 22.0K +$691.8K
4 FGDL Franklin Responsibly Sourced Gold FGDL	New	0 → 7.5K +$385.1K
5 iShares Russell Mid-Cap ETF IWR	New	0 → 2.4K +$231.8K

Decreased Positions

Position	Shares Δ	Change
1 WisdomTree International Hedged Quality Dividend Growth IHDG	Sold	47.8K → 0 −$2.2M
2 iShares Russell 2000 IWM	Sold	6.4K → 0 −$1.4M
3 Vanguard Extended Market VXF	-94.85%	556.9K → 28.7K −$110.8M
4 iShares U.S. Technology IYW	-94.36%	18.8K → 1.1K −$3.5M
5 iShares MSCI EAFE Growth EFG	-85.58%	36.8K → 5.3K −$3.6M