Ellevest, Inc. - Portfolio overview

Ellevest, Inc. has 485 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 10.16%
  2. FRDM - FREEDOM 100 EMERGING MARKETS ETF, 7.66%
  3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 5.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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