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CIK: 0001925582
Total reported value
$2.5B
$2.5B
40 檔
50.6%
In Q4 2024, Sofi Wealth, LLC's U.S. equity holdings reached a combined market value of $2.5B, distributed across 40 disclosed stock positions.
During Q4 2024, Sofi Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SFY, VEA, VWO) accounted for 50.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SFY | Sofi Select 500 ETF | ETF-Other | 49.80% | +0.39% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.21% | -0.09% | +13.54% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.58% | -0.19% | +9.97% | |
| 4 | SFYX | Sofi Next 500 ETF | ETF-Other | 5.64% | — | +4.57% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.01% | — | +10.86% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.01% | -0.29% | +13.25% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.89% | — | +9.56% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.84% | — | +4.72% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | — | +9.29% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.39% | — | +9.46% | |
| 11 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.32% | — | +9.08% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.31% | +0.74% | — | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.05% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.19% | -0.48% | — | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.18% | +0.25% | — | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.09% | — | — | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.08% | -0.46% | — | |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.08% | — | — | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.07% | -0.03% | — | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.06% | -0.32% | — | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.05% | -0.15% | — | |
| 22 | IXC | Ishares Global Energy ETF | ETF-Other | 0.04% | — | — | |
| 23 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.03% | -0.25% | — | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.02% | — | — | |
| 25 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.02% | +0.07% | — | |
| 26 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.01% | +0.05% | — | |
| 27 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 0.01% | — | — | |
| 28 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.01% | +0.05% | — | |
| 29 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.01% | — | — | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.01% | — | — | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.01% | — | — | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.01% | +0.01% | — | |
| 33 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.01% | +0.03% | — | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.01% | -0.02% | — | |
| 35 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.01% | +0.03% | — | |
| 36 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | — | — | — | |
| 37 | LCTD | Ishares World Ex U.s. Carbon | ETF-Other | — | +0.01% | — | |
| 38 | PAVE | Global X US Infrastructure | ETF-Other | — | — | — | |
| 39 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | — | — | — | |
| 40 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | — | — | — |
According to official SEC Form 13F filings, Sofi Wealth, LLC reported a total U.S. public equity portfolio value of $2.5B across 40 disclosed positions in Q4 2024.
During Q4 2024, Sofi Wealth, LLC's top holdings by market value included SFY (49.8%)、VEA (19.2%)、VWO (6.6%). The largest single position, SFY, represented 49.8% of total portfolio value.
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In Q4 2024, Sofi Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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