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
- VTI - VANGUARD TOTAL STOCK MARKET ETF, 10.16%
- FRDM - FREEDOM 100 EMERGING MARKETS ETF, 7.66%
- 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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