Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sofi Wealth, Llc > Profile

Instuitional Investor - Sofi Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Sofi Wealth, Llc
Portfolio Value $1,636,844,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 1,934,851 $213,027,068 13.01%
2.
Ishares Trust
 IEF 339,733 $210,940,172 12.89%
3.
Tidal Etf Tr
 1,753,995 $207,199,467 12.66%
4.
Ishares Trust
 IEF 951,932 $186,026,542 11.36%
5.
Blackrock Etf Trust
 2,554,442 $139,114,926 8.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)