0001398344-22-009673.txt : 20220516 0001398344-22-009673.hdr.sgml : 20220516 20220516101404 ACCESSION NUMBER: 0001398344-22-009673 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SOFI WEALTH, LLC CENTRAL INDEX KEY: 0001925582 IRS NUMBER: 320408594 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22510 FILM NUMBER: 22926275 BUSINESS ADDRESS: STREET 1: 234 1ST ST CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 855-525-7634 MAIL ADDRESS: STREET 1: 234 1ST ST CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001925582 XXXXXXXX 03-31-2022 03-31-2022 false SOFI WEALTH, LLC

234 1ST ST SAN FRANCISCO CA 94104

13F HOLDINGS REPORT 028-22510 N Candice Gilman 302-551-6922 /s/ Candice Gilman Claymont DE 05-16-2022 0 11 659131 INFORMATION TABLE 2 fp0076212_13fhr-table.xml 13F INFORMATION TABLE VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 28093 353188 SH SOLE 0 0 353188 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 28152 361391 SH SOLE 0 0 361391 VANECK ETF TR HIGH YLD MUNIETF 92189H409 2788 48564 SH SOLE 0 0 48564 ISHARES TR IBOXX HI YD ETF 464288513 2201 26750 SH SOLE 0 0 26750 ISHARES TR NATIONAL MUN ETF 464288414 33982 309945 SH SOLE 0 0 309945 TIDAL ETF TR SOFI SELCT 500 886364207 329178 20108626 SH SOLE 0 0 20108626 TIDAL ETF TR SOFI NEXT 500 886364306 37611 2791695 SH SOLE 0 0 2791695 VANGUARD INDEX FDS SMALL CP ETF 922908751 18807 88494 SH SOLE 0 0 88494 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 130586 2718844 SH SOLE 0 0 2718844 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5181 101172 SH SOLE 0 0 101172 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 42552 922438 SH SOLE 0 0 922438