Steve Mattus

Sigfig Wealth Management, Llc

Assets Managed

$3.411B

Holdings

139

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

1.68%(2Q avg: 2.71%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Sigfig Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Sigfig Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.411B in assets, with a quarterly growth rate of 1.68% and a 2-quarter average growth rate of 2.71%. The portfolio is managed by Steve Mattus, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 11.11%	16.88%	$575.751M 4.042M shares@ $142.43 avg price	Increased 11.11%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 13.1%	11.98%	$408.494M 4.115M shares@ $99.28 avg price	Increased 13.1%
GSLC Goldman Activebeta Us Lc Etf Recent Activity Increased 13.45%	7.25%	$247.183M 1.975M shares@ $125.13 avg price	Increased 13.45%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 13.05%	7.09%	$241.804M 5.235M shares@ $46.19 avg price	Increased 13.05%
GSIE Goldman Sachs Activebeta Int Recent Activity Increased 8.49%	6.15%	$209.54M 4.858M shares@ $43.13 avg price	Increased 8.49%
LRGF Ishares Us Equity Factor Etf Recent Activity Increased 14.33%	5.6%	$190.87M 2.892M shares@ $66.0 avg price	Increased 14.33%
VO Vanguard Mid-cap Etf Recent Activity Increased 11.4%	5.19%	$176.732M 615,408 shares@ $287.18 avg price	Increased 11.4%
GEM Goldman Sachs Activebeta Em Recent Activity Increased 3.2%	4.24%	$144.542M 3.346M shares@ $43.2 avg price	Increased 3.2%
PDBC Invesco Optimum Yield Divers Recent Activity Decreased -12.23%	3.41%	$116.073M 6.702M shares@ $17.32 avg price	Decreased -12.23%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 4.6%	3.38%	$115.07M 1.271M shares@ $90.53 avg price	Increased 4.6%

1-10 of 139