SOFI WEALTH, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$1.3T
Holdings
40
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 320,156 | $179.9B | 13.52% | |
| 2 | SFYTIDAL ETF TR | 1,737,538 | $177.1B | 13.31% | |
| 3 | IVWISHARES TR | 1,857,008 | $172.4B | 12.96% | |
| 4 | IVEISHARES TR | 897,268 | $171.0B | 12.86% | |
| 5 | DYNFBLACKROCK ETF TRUST | 2,445,932 | $119.3B | 8.97% | |
| 6 | VEAVANGUARD TAX-MANAGED INTL FD | 1,518,003 | $77.2B | 5.80% | |
| 7 | MUBISHARES TR | 621,185 | $65.5B | 4.92% | |
| 8 | IUSBISHARES TR | 1,241,951 | $57.2B | 4.30% | |
| 9 | IYWISHARES TR | 405,256 | $56.9B | 4.28% | |
| 10 | EFVISHARES TR | 924,037 | $54.5B | 4.09% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 1,120,684 | $50.7B | 3.81% | |
| 12 | EFGISHARES TR | 426,641 | $42.7B | 3.21% | |
| 13 | SPTLSPDR SER TR | 976,415 | $26.6B | 2.00% | |
| 14 | VMBSVANGUARD SCOTTSDALE FDS | 545,827 | $25.3B | 1.90% | |
| 15 | EMXCISHARES INC | 426,861 | $23.5B | 1.77% | |
| 16 | HEFAISHARES TR | 427,734 | $15.5B | 1.17% | |
| 17 | BINCBLACKROCK ETF TRUST II | 46,109 | $2.4B | 0.18% | |
| 18 | IGSBISHARES TR | 40,446 | $2.1B | 0.16% | |
| 19 | LCTUBLACKROCK ETF TRUST | 33,543 | $2.0B | 0.15% | |
| 20 | DSIISHARES TR | 12,023 | $1.2B | 0.09% | |
| 21 | SUBISHARES TR | 11,509 | $1.2B | 0.09% | |
| 22 | EUSBISHARES TR | 23,872 | $1.0B | 0.08% | |
| 23 | USXFISHARES TR | 20,679 | $965.1M | 0.07% | |
| 24 | ESGUISHARES TR | 6,135 | $747.9M | 0.06% | |
| 25 | DMXFISHARES TR | 9,715 | $654.2M | 0.05% | |
| 26 | EAGGISHARES TR | 11,697 | $555.4M | 0.04% | |
| 27 | IGLBISHARES TR | 10,474 | $526.1M | 0.04% | |
| 28 | ESGEISHARES INC | 12,701 | $443.9M | 0.03% | |
| 29 | LCTDBLACKROCK ETF TRUST | 8,219 | $379.6M | 0.03% | |
| 30 | SUSCISHARES TR | 14,557 | $335.7M | 0.03% | |
| 31 | BCCCGLOBAL X FDS | 4,504 | $170.0M | 0.01% | |
| 32 | BNDVANGUARD BD INDEX FDS | 576 | $42.3M | 0.00% | |
| 33 | BSVVANGUARD BD INDEX FDS | 282 | $22.1M | 0.00% | |
| 34 | VBVANGUARD INDEX FDS | 76 | $16.9M | 0.00% | |
| 35 | SUSBISHARES TR | 618 | $15.5M | 0.00% | |
| 36 | SFYXTIDAL ETF TR | 1,059 | $14.3M | 0.00% | |
| 37 | IXCISHARES TR | 324 | $13.6M | 0.00% | |
| 38 | VTIPVANGUARD MALVERN FDS | 83 | $4.1M | 0.00% | |
| 39 | HYGISHARES TR | 33 | $2.6M | 0.00% | |
| 40 | HYDVANECK ETF TR | 33 | $1.7M | 0.00% |