| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TIDAL ETF TR | 7 | Q3 2023 | 49.9% |
| VANGUARD TAX-MANAGED INTL FD | 7 | Q3 2023 | 20.3% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 6.8% |
| TIDAL ETF TR | 7 | Q3 2023 | 5.7% |
| ISHARES TR | 7 | Q3 2023 | 5.9% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 5.4% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 2.9% |
| VANGUARD MALVERN FDS | 7 | Q3 2023 | 0.9% |
| VANECK ETF TRUST | 7 | Q3 2023 | 0.5% |
View SOFI WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-16 |
View SOFI WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.