Sofi Wealth as of June 30, 2024
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 | 51.0 | $608M | 31M | 19.86 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 19.7 | $235M | 4.7M | 49.42 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.7 | $80M | 1.8M | 43.76 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.6 | $67M | 5.0M | 13.33 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.9 | $59M | 816k | 72.05 | |
| Ishares Tr National Mun Etf (MUB) | 4.0 | $47M | 443k | 106.55 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $46M | 605k | 76.70 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $33M | 153k | 218.04 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $8.5M | 176k | 48.54 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $4.5M | 59k | 77.14 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.3 | $3.9M | 76k | 51.65 |
