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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 $1,458,734,672
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Etf Tr
 6,674,556 $726,458,626 49.8%
2.
Vanguard Tax-Managed Intl Fd
 5,859,902 $280,220,505 19.2%
3.
Vanguard Intl Equity Index Funds
 VWO 2,179,248 $95,974,100 6.57%
4.
Tidal Etf Tr
 5,694,251 $82,224,988 5.63%
5.
Vanguard Bond Index Funds
 BND 1,017,014 $73,133,510 5.01%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)