Sofi Wealth as of Sept. 30, 2023
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the September 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 | $407M | 27M | 15.29 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 19.8 | $162M | 3.7M | 43.72 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.5 | $54M | 1.4M | 39.21 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.7 | $47M | 4.0M | 11.76 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.0 | $41M | 593k | 69.78 | |
| Ishares Tr National Mun Etf (MUB) | 4.6 | $38M | 369k | 102.54 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.4 | $36M | 479k | 75.17 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $23M | 122k | 189.07 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.8 | $6.5M | 138k | 47.28 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $3.3M | 44k | 73.72 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.4 | $3.1M | 63k | 49.07 |
