Sofi Wealth as of Sept. 30, 2024
Portfolio Holdings for Sofi Wealth
Sofi Wealth holds 11 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tidal Etf Tr Sofi Selct 500 | 50.1 | $681M | 33M | 20.78 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 20.1 | $273M | 5.2M | 52.81 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.0 | $95M | 2.0M | 47.85 | |
| Tidal Etf Tr Sofi Next 500 (SFYX) | 5.7 | $78M | 5.4M | 14.27 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.1 | $69M | 917k | 75.11 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.9 | $53M | 671k | 78.69 | |
| Ishares Tr National Mun Etf (MUB) | 3.9 | $53M | 485k | 108.63 | |
| Vanguard Index Fds Small Cp Etf (VB) | 2.9 | $39M | 165k | 237.21 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $9.7M | 196k | 49.31 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $5.3M | 67k | 80.30 | |
| Vaneck Etf Tr High Yld Munietf (HYD) | 0.3 | $4.4M | 83k | 53.07 |
