Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
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.