Top 50 Sofi Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 12.26% | 2.25M | $254.4M | +6.90%(+145.08K) | $100.90(+36.03%) | 2026-03-31 | |
| SFY | TIDAL ETF TR | 10.55% | 1.75M | $219.0M | +6.72%(+110.41K) | $94.78(+55.62%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.14% | 322.1K | $210.4M | -2.48%(-8.20K) | $580.84(+28.39%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 10.13% | 3.61M | $210.2M | +6.58%(+222.91K) | $52.49(+26.59%) | 2026-03-31 | |
| IVE | ISHARES TR | 9.97% | 980.0K | $206.9M | +0.44%(+4.34K) | $191.29(+17.44%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.49% | 2.49M | $134.8M | -2.82%(-72.30K) | $48.86(+22.67%) | 2026-03-31 | |
| CORO | ISHARES TR | 5.13% | 3.31M | $106.5M | new | $31.61(+13.43%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 4.13% | 2.60M | $85.8M | +5.72%(+140.93K) | $32.19(+50.43%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 4.02% | 2.31M | $83.5M | +8.83%(+187.08K) | $34.27(+24.25%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 3.69% | 1.19M | $76.6M | -25.71%(-413.57K) | $49.08(+43.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.48% | +46.15% |
| Top 20 Holdings Unweighted | +7.99% | +25.94% |
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