Sofi Wealth as of March 31, 2023
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 | 48.4 | $359M | 25M | 14.45 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 20.2 | $150M | 3.3M | 45.17 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $48M | 1.2M | 40.40 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.4 | $40M | 3.5M | 11.48 | |
| Ishares Tr National Mun Etf (MUB) | 5.3 | $39M | 364k | 107.74 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.1 | $38M | 516k | 73.83 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.7 | $35M | 452k | 76.49 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.7 | $20M | 108k | 189.56 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $6.2M | 130k | 47.82 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.4 | $3.2M | 61k | 51.74 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $2.9M | 39k | 75.55 |
