Sofi Wealth

Sofi Wealth as of March 31, 2025

Portfolio Holdings for Sofi Wealth

Sofi Wealth holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.5 $180M 320k 561.90
Tidal Etf Tr Sofi Select 500 (SFY) 13.3 $177M 1.7M 101.92
Ishares Tr S&p 500 Grwt Etf (IVW) 13.0 $172M 1.9M 92.83
Ishares Tr S&p 500 Val Etf (IVE) 12.9 $171M 897k 190.58
Blackrock Etf Trust Ishares Us Equit (DYNF) 9.0 $119M 2.4M 48.76
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.8 $77M 1.5M 50.83
Ishares Tr National Mun Etf (MUB) 4.9 $66M 621k 105.44
Ishares Tr Core Total Usd (IUSB) 4.3 $57M 1.2M 46.08
Ishares Tr U.s. Tech Etf (IYW) 4.3 $57M 405k 140.44
Ishares Tr Eafe Value Etf (EFV) 4.1 $55M 924k 58.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.8 $51M 1.1M 45.26
Ishares Tr Eafe Grwth Etf (EFG) 3.2 $43M 427k 100.00
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.0 $27M 976k 27.26
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.9 $25M 546k 46.31
Ishares Msci Emrg Chn (EMXC) 1.8 $24M 427k 55.09
Ishares Tr Hdg Msci Eafe (HEFA) 1.2 $16M 428k 36.29
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $2.4M 46k 52.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.1M 40k 52.37
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $2.0M 34k 60.60
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.2M 12k 102.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.2M 12k 105.60
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $1.0M 24k 43.32
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $965k 21k 46.67
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $748k 6.1k 121.91
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $654k 9.7k 67.34
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $555k 12k 47.48
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $526k 11k 50.23
Ishares Esg Awr Msci Em (ESGE) 0.0 $444k 13k 34.95
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $380k 8.2k 46.19
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $336k 15k 23.06
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $170k 4.5k 37.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $42k 576.00 73.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $22k 282.00 78.20
Vanguard Index Fds Small Cp Etf (VB) 0.0 $17k 76.00 222.70
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $16k 618.00 25.01
Tidal Etf Tr Sofi Next 500 (SFYX) 0.0 $14k 1.1k 13.52
Ishares Tr Global Energ Etf (IXC) 0.0 $14k 324.00 42.06
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $4.1k 83.00 49.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $2.6k 33.00 79.79
Vaneck Etf Tr High Yld Munietf (HYD) 0.0 $1.7k 33.00 50.85