Sofi Wealth as of June 30, 2022
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 | 47.3 | $283M | 21M | 13.18 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 19.7 | $118M | 2.9M | 40.80 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.8 | $41M | 980k | 41.65 | |
| Ishares Tr National Mun Etf (MUB) | 5.8 | $35M | 329k | 106.36 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.4 | $32M | 3.0M | 10.70 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.3 | $32M | 420k | 75.26 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.1 | $30M | 395k | 76.79 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $17M | 94k | 176.11 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $5.5M | 110k | 50.12 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.5 | $2.8M | 53k | 53.84 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $2.3M | 32k | 73.62 |
