Sofi Wealth portfolio

What changed this quarter

54 positions with a change (10 new, 24 added to, 19 trimmed, 1 sold). 8 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• iShares Core Msci Eafe ETF+120,532%more sharesIncreased
  under 0.1% → 1.9%
• Ishares Tr+66%more sharesIncreased
  3.0% → 4.6%
• Ishares+1.0 ppof portfolioNew
  — → 1.0%
• Vanguard International Equity Index F−16%fewer sharesReduced
  6.3% → 5.0%
• iShares Msci Eafe Value ETF−29%fewer sharesReduced
  3.1% → 2.2%
• Vanguard Mortgage-backed Sec ETF−48%fewer sharesReduced
  1.6% → 0.8%
• iShares Msci Eafe Growth ETF−33%fewer sharesReduced
  2.0% → 1.2%
• State Street SPDR PF LNG TRM TSY E-usd ETF−54%fewer sharesReduced
  1.3% → 0.5%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• iShares S&P 500 Growth ETFIVW13.0%
• Tidal Trust ISFY11.1%
• BlackRock ETF TrustDYNF10.3%
• iShares Core S&P 500 ETFIVV10.1%
• iShares S&P 500 Value ETFIVE9.4%
• BlackRock ETF TrustCORO5.1%
• Vanguard International Equity Index FVWO5.0%
• BlackRock ETF TrustBAI4.7%
• Ishares TrIUSB4.6%
• BlackRock ETF TrustTHRO4.2%
• Vanguard Ftse Developed ETFVEA3.6%
• iShares National Muni Bond E ETFMUB2.9%
• iShares Msci Eafe Value ETFEFV2.2%
• Global X Defense Tech ETFSHLD2.2%
• Invesco National Amt-free MU ETFPZA1.9%
• iShares Core Msci Eafe ETFIEFA1.9%
• iShares Msci Eafe Growth ETFEFG1.2%
• IsharesIEMG1.0%
• iShares Gold Trust ETFIAU0.9%
• Vanguard Mortgage-backed Sec ETFVMBS0.8%
• BlackRock ETF TrustLCTU0.5%
• State Street SPDR PF LNG TRM TSY E-usd ETFSPTL0.5%
• Ishares TrEUSB0.4%
• iShares ESG Msci KLD 400 ETFDSI0.3%
• iShares ESG Advance Msci USA ETFUSXF0.3%
• BlackRock ETF TrustIALT0.2%
• iShares ESG Aware Msci USA ETFESGU0.2%
• iShares ESG Advanc Msci Eafe ETFDMXF0.2%
• IsharesESGE0.2%
• BlackRock Total Return Fund InstitutionalMAHQX0.1%
• Blackrock Glbl Long Short Eqty InstBDMIX0.1%
• iShares 0-5 Year Tips Bond E ETFSTIP0.1%
• BlackRock ETF Trust IIBINC0.1%
• BlackRock ETF TrustLCTD0.1%
• iShares Systematic Bond ETFSYSB0.1%
• iShares Convertible Bond ETFICVT0.1%
• BlackRock Tactical Opportunities InstlPBAIX0.1%
• Global X US Infrastructure ETFPAVEunder 0.1%
• BlackRock Real Estate SecuritiBIREXunder 0.1%
• Market Neutral Income Fund CLCBHIXunder 0.1%
• Campbell Systematic Macr O IEBSIXunder 0.1%
• iShares ESG Aware US Aggrega ETFEAGGunder 0.1%
• BlackRock Strategic Income Opps InstlBSIIXunder 0.1%
• iShares ESG Aware USD Corpor ETFSUSCunder 0.1%
• iShares ESG Aware 1-5 Year U ETFSUSBunder 0.1%
• iShares Ustechnology ETFIYWunder 0.1%
• IsharesEMXCunder 0.1%
• Ishares Bitcoin Trust ETFIBITunder 0.1%
• BlackRock Funds IV Systamt MLTBIMBXunder 0.1%
• Vanguard Short-term Bond ETFBSVunder 0.1%
• iShares High Yield Systemati ETFHYDBunder 0.1%
• Isha Curr Hedged Msci Eafe ETFHEFAunder 0.1%
• Vanguard Most Sm-cap ETF-usd ETFVBunder 0.1%
• iShares 10+ Year INV GR ETFIGLBunder 0.1%
• Vanguard Total Bond Market ETFBNDunder 0.1%
• iShares Short-term National ETFSUBunder 0.1%
• iShares 1-5y INV Grade ETFIGSBunder 0.1%
• Ishares TrHYGunder 0.1%
• iShares Global Energy ETFIXCunder 0.1%
• Vanguard Short-term Tips ETFVTIPunder 0.1%
• Vaneck ETF TrustHYDunder 0.1%