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Sofi Select 500 Etf shares owned by Facet Wealth

Quarter-by-quarter ownership of Sofi Select 500 Etf (SFY) shares owned by Facet Wealth from 13F filings

Historical chart of Facet Wealth investment in Sofi Select 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Sofi Select 500 Etf held by Facet Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Select 500 Etf by Facet Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $256k 1.7k 148.90

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

Top funds holding Sofi Select 500 Etf

Sofi Wealth
Advisors Capital Management
LPL Financial
Goldman Sachs Group
Nova Wealth Management
Teamwork Financial Advisors
Susquehanna International
Flow Traders US
Mustico Financial Group
Wedbush Morgan Securities
Northwestern Mutual Wealth Management Company
Centric Wealth Management
FMR
Citadel Advisors
Bawa N Mallick Trust

View all funds holding Sofi Select 500 Etf