Sofi Wealth as of June 30, 2023
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 (SFY) | 49.6 | $402M | 26M | 15.66 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 19.8 | $160M | 3.5M | 46.18 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.3 | $51M | 1.3M | 40.68 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.6 | $46M | 3.7M | 12.19 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.0 | $40M | 556k | 72.69 | |
| Ishares Tr National Mun Etf (MUB) | 4.9 | $39M | 369k | 106.73 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.4 | $35M | 469k | 75.57 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $23M | 115k | 198.89 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $6.4M | 135k | 47.42 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.4 | $3.2M | 63k | 51.34 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $3.1M | 42k | 75.07 |
