Instuitional Investor - Ellevest, Inc.
Fund Profile
Filing Period:
| Fund Name: | Ellevest, Inc. |
| Portfolio Value | $848,115,751 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - ETF | 643,347 | $90,128,230 | 10.63% | |
| 2. | Ea Series Trust - ETF | 1,003,101 | $73,126,049 | 8.62% | |
| 3. | Vanguard Tax-Managed Fds - ETF | 615,440 | $43,534,849 | 5.13% | |
| 4. | BND | 502,593 | $25,301,326 | 2.98% | |
| 5. | Ishares Tr - ETF | 519,661 | $24,291,502 | 2.86% |
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