Sofi Wealth as of Dec. 31, 2023
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 | 49.9 | $466M | 28M | 16.94 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 20.0 | $187M | 3.9M | 47.90 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $60M | 1.5M | 41.10 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.7 | $53M | 4.2M | 12.78 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.0 | $47M | 634k | 73.55 | |
| Ishares Tr National Mun Etf (MUB) | 4.4 | $41M | 377k | 108.41 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.1 | $38M | 498k | 77.02 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $27M | 127k | 213.33 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $6.9M | 145k | 47.49 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $3.6M | 47k | 77.39 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.4 | $3.4M | 65k | 51.63 |
