Sofi Wealth, LLC
49 holdingsFiling period: 2026-06-30Current AUM: $2.46Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | iShares TR | 2.35M | $323.1M | $324.1M | 13.17% | +99.9K | 2026-06-30 |
| 2 | SFY | Tidal ETF TR | 1.83M | $271.9M | $276.6M | 11.24% | +71.9K | 2026-06-30 |
| 3 | DYNF | BlackRock ETF Trust | 3.79M | $257.9M | $260.0M | 10.57% | +179.2K | 2026-06-30 |
| 4 | IVV | iShares TR | 338.2K | $253.2M | $259.9M | 10.57% | +16.1K | 2026-06-30 |
| 5 | IVE | iShares TR | 1.04M | $235.8M | $248.0M | 10.08% | +58.5K | 2026-06-30 |
| 6 | VWO | Vanguard Intl Equity Index F | 2.62M | $156.6M | $148.2M | 6.02% | +129.5K | 2026-06-30 |
| 7 | BAI | BlackRock ETF Trust | 2.64M | $138.9M | $109.0M | 4.43% | +33.0K | 2026-06-30 |
| 8 | CORO | iShares TR | 3.48M | $127.4M | $122.9M | 5.00% | +169.7K | 2026-06-30 |
| 9 | THRO | BlackRock ETF Trust | 2.41M | $104.0M | $106.0M | 4.31% | +106.4K | 2026-06-30 |
| 10 | VEA | Vanguard Tax-Managed Intl FD | 1.25M | $89.4M | $87.0M | 3.54% | +60.1K | 2026-06-30 |
| 11 | EFV | iShares TR | 1.01M | $77.4M | $79.9M | 3.25% | +53.8K | 2026-06-30 |
| 12 | IUSB | iShares TR | 1.62M | $74.6M | $72.3M | 2.94% | +62.1K | 2026-06-30 |
| 13 | MUB | iShares TR | 666.5K | $71.7M | $69.2M | 2.81% | +45.6K | 2026-06-30 |
| 14 | PZA | Invesco Exch Traded FD TR II | 2.16M | $50.8M | $47.3M | 1.92% | +175.6K | 2026-06-30 |
| 15 | EFG | iShares TR | 399.0K | $49.6M | $47.1M | 1.91% | +20.2K | 2026-06-30 |
| 16 | SHLD | Global X Fds | 823.6K | $49.2M | $52.2M | 2.12% | +79.6K | 2026-06-30 |
| 17 | VMBS | Vanguard Scottsdale Fds | 867.1K | $40.6M | $39.3M | 1.60% | +34.6K | 2026-06-30 |
| 18 | SPTL | Spdr Ser TR | 1.22M | $32.0M | $30.4M | 1.24% | +82.0K | 2026-06-30 |
| 19 | IAU | iShares Gold TR | 263.4K | $19.9M | $19.9M | 0.81% | +22.3K | 2026-06-30 |
| 20 | LCTU | BlackRock ETF Trust | 148.6K | $11.9M | $12.1M | 0.49% | +27.1K | 2026-06-30 |
| 21 | DSI | iShares TR | 52.0K | $7.4M | $7.6M | 0.31% | +9.2K | 2026-06-30 |
| 22 | USXF | iShares TR | 87.9K | $6.1M | $5.8M | 0.24% | +14.4K | 2026-06-30 |
| 23 | ESGU | iShares TR | 26.2K | $4.3M | $4.4M | 0.18% | +3.0K | 2026-06-30 |
| 24 | EUSB | iShares TR | 93.7K | $4.1M | $3.9M | 0.16% | +15.1K | 2026-06-30 |
| 25 | DMXF | iShares TR | 43.1K | $3.6M | $3.6M | 0.15% | +9.5K | 2026-06-30 |
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