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Home > Institutional Investor > Sofi Wealth, Llc > Profile

Instuitional Investor - Sofi Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Sofi Wealth, Llc
Portfolio Value $933,050,022
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Etf Tr
 27,500,774 $465,863,109 49.92%
2.
Vanguard Tax-Managed Intl Fd
 3,904,870 $187,043,259 20.04%
3.
Vanguard Intl Equity Index Funds
 VWO 1,459,888 $60,001,406 6.43%
4.
Tidal Etf Tr
 4,171,401 $53,310,508 5.71%
5.
Vanguard Bond Index Funds
 BND 634,350 $46,656,448 5%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)