Sofi Wealth as of Dec. 31, 2022
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 (SFY) | 47.3 | $314M | 24M | 13.29 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 20.3 | $135M | 3.2M | 41.97 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.6 | $44M | 1.1M | 38.98 | |
| Ishares Tr National Mun Etf (MUB) | 5.6 | $38M | 355k | 105.52 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.5 | $37M | 3.3M | 11.03 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.2 | $35M | 482k | 71.84 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.9 | $33M | 433k | 75.28 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $19M | 103k | 183.54 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $5.7M | 123k | 46.71 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.4 | $3.0M | 59k | 50.55 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $2.7M | 36k | 73.63 |
