Sofi Wealth as of March 31, 2024
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 (SFY) | 50.7 | $545M | 29M | 18.63 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 20.0 | $215M | 4.3M | 50.17 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $69M | 1.7M | 41.77 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.9 | $63M | 4.5M | 13.96 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.8 | $51M | 708k | 72.63 | |
| Ishares Tr National Mun Etf (MUB) | 4.0 | $43M | 402k | 107.60 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $42M | 542k | 76.67 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $31M | 137k | 228.59 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $7.6M | 159k | 47.89 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $4.0M | 52k | 77.73 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $3.6M | 70k | 52.26 |
