Ellevest, Inc.
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
412
- Value ($000)
$1,732,603
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001644128
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $433.89M | 25 % | 1,495,951 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $188.15M | 11 % | 3,930,631 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $99.83M | 6 % | 936,540 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $88.78M | 5 % | 2,016,137 | ||
ESGD ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $69.26M | 4 % | 909,767 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $62.36M | 4 % | 591,629 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $60.81M | 4 % | 359,195 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $55.34M | 3 % | 769,951 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $43.71M | 3 % | 181,938 | ||
ESGE ISHARES INC | ESG AWR MSCI EM | 46434G863 | $37.64M | 2 % | 1,127,626 |
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