Sofi Wealth as of Sept. 30, 2022
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 | 48.0 | $287M | 23M | 12.73 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 19.0 | $114M | 3.1M | 36.36 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $38M | 1.1M | 36.49 | |
| Ishares Tr National Mun Etf (MUB) | 5.9 | $35M | 342k | 102.58 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.5 | $33M | 3.2M | 10.35 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.4 | $32M | 450k | 71.33 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.2 | $31M | 414k | 74.82 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $17M | 99k | 170.91 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $5.6M | 116k | 48.11 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.5 | $2.8M | 56k | 49.93 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $2.4M | 34k | 71.40 |
