Sofi Wealth

Sofi Wealth as of Dec. 31, 2024

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 40 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Etf Tr Sofi Select 500 (SFY) 49.8 $727M 6.7M 108.84
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 19.2 $280M 5.9M 47.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.6 $96M 2.2M 44.04
Tidal Etf Tr Sofi Next 500 (SFYX) 5.6 $82M 5.7M 14.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.0 $73M 1.0M 71.91
Ishares Tr National Mun Etf (MUB) 4.0 $59M 550k 106.55
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.9 $57M 735k 77.27
Vanguard Index Fds Small Cp Etf (VB) 2.8 $41M 173k 240.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $10M 215k 48.42
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $5.7M 73k 78.65
Vaneck Etf Tr High Yld Munietf (HYD) 0.3 $4.7M 91k 51.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $4.6M 45k 101.53
Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.7M 6.4k 588.67
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $2.8M 15k 190.88
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $2.7M 53k 51.25
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M 8.3k 159.51
Ishares Tr Core Total Usd (IUSB) 0.1 $1.2M 27k 45.20
Ishares Msci Emrg Chn (EMXC) 0.1 $1.2M 21k 55.45
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $1.0M 11k 96.83
Ishares Tr Eafe Value Etf (EFV) 0.1 $879k 17k 52.47
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $685k 26k 26.19
Ishares Tr Global Energ Etf (IXC) 0.0 $604k 16k 38.18
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $453k 10k 45.34
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $320k 9.2k 34.75
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $284k 4.4k 64.04
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $177k 1.6k 110.23
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $164k 3.3k 49.40
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $139k 2.8k 49.73
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $136k 3.2k 42.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $117k 2.3k 51.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $111k 1.1k 105.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $107k 832.00 128.82
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $91k 1.4k 64.60
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.0 $91k 1.7k 52.02
Ishares Esg Awr Msci Em (ESGE) 0.0 $75k 2.2k 33.39
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $65k 1.4k 46.43
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $57k 1.3k 43.52
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $28k 683.00 40.41
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $17k 730.00 22.73
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $1.3k 54.00 24.65