Instuitional Investor - Ellevest, Inc.
Fund Profile
Filing Period:
| Fund Name: | Ellevest, Inc. |
| Portfolio Value | $700,183,746 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 219,941 | $72,177,918 | 10.31% | |
| 2. | Ea Series Trust | 1,173,034 | $51,977,134 | 7.42% | |
| 3. | Vanguard Tax-Managed Fds | 618,692 | $37,072,052 | 5.29% | |
| 4. | BND | 263,621 | $19,605,496 | 2.8% | |
| 5. | Ishares Tr - ESG AW MSCI EAFE | 202,420 | $18,820,984 | 2.69% |