Sofi-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "EMXC", "MUB", null, "HEFA", "IVW", null, null, null, null, "EFG", null, null, "IVV", null, "VWO", null, null, null, null, null, null, "IVE", null, null, "VEA", "BND", "BSV", "VB", null, null, null, null, "ESGU", null, null, null ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 40
- Total Value
- 1330176769
- Accession Number
- 0001398344-25-007340
- Form Type
- 13F-HR
- CIK
- sofi-wealth
- Manager Name
- Sofi-Wealth
Data Enrichment
33% identified13 identified27 unidentified
Holdings
40 positions
Manager:
Search and click to pin securities to the top
Page 2 of 2
464288158
Shares:11.5K
Value:$1.2M
46436E619
Shares:23.9K
Value:$1.0M
46436E767
Shares:20.7K
Value:$965.1K
46436E759
Shares:9.7K
Value:$654.2K
46435U549
Shares:11.7K
Value:$555.4K
464289511
Shares:10.5K
Value:$526.1K
46434G863
Shares:12.7K
Value:$443.9K
09290C608
Shares:8.2K
Value:$379.6K
46435G193
Shares:14.6K
Value:$335.7K
37954Y673
Shares:4.5K
Value:$170.0K
46435G243
Shares:618
Value:$15.5K
886364306
Shares:1.1K
Value:$14.3K
464287341
Shares:324
Value:$13.6K
922020805
Shares:83
Value:$4.1K
464288513
Shares:33
Value:$2.6K
92189H409
Shares:33
Value:$1.7K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip464288158)✕ | 11.5K | YoY NEW(+11.5K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
(cusip46436E619)✕ | 23.9K | YoY NEW(+23.9K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
(cusip46436E767)✕ | 20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $965.1K | YoY NEW(+$965.1K) |
| 6.1K | YoY NEW(+6.1K) | All Managers (Combined) | $747.9K | YoY NEW(+$747.9K) | |
(cusip46436E759)✕ | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $654.2K | YoY NEW(+$654.2K) |
(cusip46435U549)✕ | 11.7K | YoY NEW(+11.7K) | All Managers (Combined) | $555.4K | YoY NEW(+$555.4K) |
(cusip464289511)✕ | 10.5K | YoY NEW(+10.5K) | All Managers (Combined) | $526.1K | YoY NEW(+$526.1K) |
(cusip46434G863)✕ | 12.7K | YoY NEW(+12.7K) | All Managers (Combined) | $443.9K | YoY NEW(+$443.9K) |
(cusip09290C608)✕ | 8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $379.6K | YoY NEW(+$379.6K) |
(cusip46435G193)✕ | 14.6K | YoY NEW(+14.6K) | All Managers (Combined) | $335.7K | YoY NEW(+$335.7K) |
(cusip37954Y673)✕ | 4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $170.0K | YoY NEW(+$170.0K) |
| 576 | All Managers (Combined) | $42.3K | |||
| 282 | All Managers (Combined) | $22.1K | |||
| 76 | All Managers (Combined) | $16.9K | |||
(cusip46435G243)✕ | 618 | YoY NEW(+618) | All Managers (Combined) | $15.5K | YoY NEW(+$15.5K) |
(cusip886364306)✕ | 1.1K | All Managers (Combined) | $14.3K | ||
(cusip464287341)✕ | 324 | YoY NEW(+324) | All Managers (Combined) | $13.6K | YoY NEW(+$13.6K) |
(cusip922020805)✕ | 83 | All Managers (Combined) | $4.1K | ||
(cusip464288513)✕ | 33 | All Managers (Combined) | $2.6K | ||
(cusip92189H409)✕ | 33 | All Managers (Combined) | $1.7K |