Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Total Stock Market Index Fund ETF Shares | 20 | Q3 2023 | 28.8% |
VANGUARD TAX-MANAGED INTL FD | 20 | Q3 2023 | 15.3% |
VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 9.9% |
ISHARES TR | 20 | Q3 2023 | 3.9% |
Vanguard Value Index Fund ETF Shares | 20 | Q3 2023 | 3.8% |
Vanguard Total Bond Market Index Fund ETF Shares | 20 | Q3 2023 | 3.8% |
ISHARES MSCI EM ESG SELECT ETF | 20 | Q3 2023 | 3.6% |
Vanguard Mid-Cap Index Fund ETF Shares | 20 | Q3 2023 | 3.2% |
Vanguard Small-Cap Index Fund ETF Shares | 20 | Q3 2023 | 2.4% |
Vanguard Short-Term Bond Index Fund ETF Shares | 20 | Q3 2023 | 1.6% |
View Ellevest, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-19 |
13F-HR | 2022-01-24 |
View Ellevest, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.