| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market Index Fund ETF Shares | 23 | Q2 2024 | 28.8% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q2 2024 | 15.3% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 9.9% |
| Vanguard Value Index Fund ETF Shares | 23 | Q2 2024 | 3.8% |
| ISHARES TR | 23 | Q2 2024 | 3.9% |
| Vanguard Total Bond Market Index Fund ETF Shares | 23 | Q2 2024 | 3.8% |
| ISHARES MSCI EM ESG SELECT ETF | 23 | Q2 2024 | 3.6% |
| Vanguard Small-Cap Index Fund ETF Shares | 23 | Q2 2024 | 2.5% |
| Vanguard Mid-Cap Index Fund ETF Shares | 23 | Q2 2024 | 3.2% |
| Vanguard Short-Term Bond Index Fund ETF Shares | 23 | Q2 2024 | 1.6% |
View Ellevest, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 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 |
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.