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| Name: |
SOFI WEALTH LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SFY |
Sofi Select 500 Etf |
|
- |
$0.00 |
$465,863,000 |
27,500,774 |
% |
59,052,000 |
894,411 |
0 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
|
- |
$48.88 |
$187,043,000 |
3,904,870 |
% |
24,849,000 |
195,031 |
0.175 |
Closed - End Fund - F... |
|
|
VWO |
Vanguard Emerging Markets S... |
|
- |
$42.32 |
$60,001,000 |
1,459,888 |
% |
6,483,000 |
94,974 |
0 |
N/A |
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SFYX |
Sofi Next 500 Etf |
|
- |
$0.00 |
$53,311,000 |
4,171,401 |
% |
6,837,000 |
219,541 |
0 |
N/A |
|
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BND |
Vanguard Total Bond Market ETF |
|
- |
$70.73 |
$46,656,000 |
634,350 |
% |
5,301,000 |
41,707 |
0 |
N/A |
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MUB |
iShares S&P National Munici... |
|
- |
$106.12 |
$40,838,000 |
376,704 |
% |
2,995,000 |
7,652 |
0 |
N/A |
|
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BSV |
Vanguard Short-Term Bond |
|
- |
$75.94 |
$38,340,000 |
497,790 |
% |
2,368,000 |
19,243 |
0 |
N/A |
|
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VB |
Vanguard Small Cap VIPERS |
|
- |
$216.56 |
$27,130,000 |
127,173 |
% |
4,148,000 |
5,623 |
0 |
N/A |
|
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VTIP |
Vanguard Short Term Inflati... |
|
- |
$47.84 |
$6,867,000 |
144,598 |
% |
329,000 |
6,313 |
0 |
N/A |
|
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HYG |
iShares iBoxx $ High Yield ... |
|
- |
$76.62 |
$3,638,000 |
47,012 |
% |
362,000 |
2,570 |
0 |
N/A |
|
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HYD |
VanEck Vectors High-Yield M... |
|
- |
$0.00 |
$3,362,000 |
65,117 |
% |
263,000 |
1,970 |
0 |
N/A |
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