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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Ellevest, Inc. INSTITUTION : Ellevest, Inc.
Ellevest, Inc. Portfolio (reported on 2020-04-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 79,967,000 620,333 22.12%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 42,240,000 1,266,936 11.68%
ISHARES S&P NATIONAL MUNICIPAL BOND FUND    (ETF) MUB 24,717,000 218,719 6.83%
VANGUARD EMERGING MARKETS INDEX FUND    (ETF) VWO 18,713,000 557,766 5.17%
ISHARES S&P SHORT TERM NATIONAL MUNICIPA    (ETF) 14,976,000 140,886 4.14%
ISHARES MSCI EAFE ESG SELECT ETF    (ETF) 11,621,000 218,606 3.21%
VANGUARD VALUE INDEX FUND    (ETF) VTV 11,027,000 123,814 3.05%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 10,568,000 123,825 2.92%
ISHARES MSCI EM ESG SELECT ETF    (ETF) 9,375,000 342,528 2.59%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 9,122,000 70,759 2.52%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 7,581,000 227,388 2.09%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 6,215,000 47,209 1.71%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 5,895,000 51,066 1.63%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 4,366,000 130,147 1.20%
APPLE INC COM    (Stock) AAPL 4,084,000 16,059 1.13%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF    (ETF) 3,822,000 73,138 1.05%
VANGUARD MID-CAP VALUE INDEX FUND    (ETF) VOE 3,714,000 45,682 1.02%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 3,646,000 44,368 1.00%
ISHARES KLD SELECT SOCIAL INDEX FUND    (ETF) KLD 3,601,000 32,806 0.99%
VANGUARD TOTAL BOND MARKET INDEX FUND    (ETF) BND 2,991,000 35,042 0.82%
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF    (ETF) 2,926,000 102,768 0.80%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 2,851,000 32,110 0.78%
INVESCO FTSE RAFI US 1000 ETF    (ETF) 2,527,000 27,335 0.69%
VANGUARD REIT ETF    (ETF) VNQ 2,400,000 34,362 0.66%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 2,248,000 23,733 0.62%
ISHARES NATIONAL MUNI BOND ETF    (ETF) MUB 2,243,000 19,847 0.62%
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDE    (ETF) VNQI 2,143,000 49,946 0.59%
SPDR S&P 500 ETF    (ETF) SPY 1,863,000 7,229 0.51%
AMAZON COM INC COM    (Stock) AMZN 1,706,000 875 0.47%
VANGUARD VALUE INDEX FUND    (ETF) VTV 1,595,000 17,908 0.44%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 1,571,000 19,121 0.43%
VANGUARD SMALL-CAP INDEX FUND    (ETF) VB 1,524,000 13,203 0.42%
MICROSOFT CORP COM    (Stock) MSFT 1,373,000 8,708 0.37%
ISHARES MSCI USA ESG SELECT ETF    (ETF) KLD 1,347,000 12,275 0.37%
VANGUARD MID-CAP INDEX FUND    (ETF) VO 1,275,000 9,686 0.35%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 1,161,000 20,695 0.32%
SCHWAB U.S. TIPS ETF    (ETF) SCHP 1,115,000 19,391 0.30%
ISHARES S&P MIDCAP FUND    (ETF) IJH 1,047,000 7,279 0.28%
UTILITIES SELECT SECTOR SPDR FUND    (ETF) XLU 1,011,000 18,241 0.27%
VANGUARD REAL ESTATE ETF    (ETF) VNQ 942,000 13,486 0.26%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF    (ETF) 918,000 8,637 0.25%
ADOBE INC COM    (Stock) ADBE 857,000 2,694 0.23%
NETFLIX INC COM    (Stock) NFLX 852,000 2,270 0.23%
ISHARES JPMORGAN USD EMERGING MARKETS BO    (ETF) EMB 787,000 8,140 0.21%
SCHWAB U.S. TIPS ETF    (ETF) SCHP 711,000 12,362 0.19%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 699,000 13,008 0.19%
MERCK & CO. INC COM    (Stock) MRK 696,000 9,045 0.19%
COSTCO WHSL CORP NEW COM    (Stock) COST 635,000 2,228 0.17%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 583,000 6,561 0.16%
EDWARDS LIFESCIENCES CORP COM    (Stock) EW 560,000 2,971 0.15%
THE TRADE DESK INC COM CL A    (Stock) 545,000 2,825 0.15%
PROCTER & GAMBLE CO COM    (Stock) PG 544,000 4,945 0.15%
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF    (ETF) EMB 502,000 5,192 0.13%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 501,000 431 0.13%
VANGUARD MID-CAP VALUE INDEX FUND    (ETF) VOE 483,000 5,943 0.13%
ISHARES RUSSELL 1000 ETF    (ETF) IWB 465,000 3,284 0.12%
ALPHABET INC CAP STK CL C    (Stock) GOOG 414,000 356 0.11%
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX    (ETF) VNQI 402,000 9,376 0.11%
AMGEN INC COM    (Stock) AMGN 393,000 1,937 0.10%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 392,000 2,599 0.10%
LAUDER ESTEE COS INC CL A    (Stock) EL 379,000 2,379 0.10%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 378,000 1,942 0.10%
T MOBILE US INC COM    (Stock) TMUS 374,000 4,455 0.10%
GLAXOSMITHKLINE PLC SPONSORED ADR    (ADR) GSK 364,000 9,619 0.10%
BK OF AMERICA CORP COM    (Stock) BAC 355,000 16,734 0.09%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 347,000 2,539 0.09%
VISA INC COM CL A    (Stock) V 337,000 2,089 0.09%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF    (ETF) 333,000 15,735 0.09%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF    (ETF) 333,000 15,900 0.09%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF    (ETF) 329,000 15,869 0.09%
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF    (ETF) 326,000 15,779 0.09%
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF    (ETF) 324,000 15,756 0.08%
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF    (ETF) 324,000 16,446 0.08%
ISHARES MSCI FRONTIER 100 FUND    (ETF) FM 322,000 15,098 0.08%
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF    (ETF) 322,000 15,313 0.08%
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF    (ETF) 321,000 16,778 0.08%
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF    (ETF) 320,000 16,139 0.08%
WALMART INC COM    (Stock) WMT 319,000 2,805 0.08%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF    (ETF) 317,000 15,351 0.08%
DISNEY WALT CO COM DISNEY    (Stock) DIS 307,000 3,173 0.08%
WASTE MGMT INC DEL COM    (Stock) WMI 304,000 3,285 0.08%
CYRUSONE INC COM    (REIT) CONE 302,000 4,885 0.08%
MEDTRONIC PLC SHS    (Stock) MDT 293,000 3,248 0.08%
WERNER ENTERPRISES INC COM    (Stock) WERN 291,000 8,021 0.08%
SYSCO CORP COM    (Stock) SYY 289,000 6,340 0.07%
BROWN FORMAN CORP CL B    (Stock) BF/B 277,000 4,995 0.07%
MCDONALDS CORP COM    (Stock) MCD 256,000 1,549 0.07%
SCHWAB U.S. BROAD MARKET ETF    (ETF) SCHB 255,000 4,212 0.07%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 254,000 2,558 0.07%
JPMORGAN CHASE & CO COM    (Stock) JPM 250,000 2,782 0.06%
SALESFORCE COM INC COM    (Stock) CRM 243,000 1,690 0.06%
INTEL CORP COM    (Stock) INTC 238,000 4,392 0.06%
LOCKHEED MARTIN CORP COM    (Stock) LMT 234,000 690 0.06%
INTL PAPER CO COM    (Stock) IP 232,000 7,445 0.06%
UBER TECHNOLOGIES INC COM    (Stock) 231,000 8,288 0.06%
KIMBERLY CLARK CORP COM    (Stock) KMB 230,000 1,802 0.06%
PFIZER INC COM    (Stock) PFE 230,000 7,047 0.06%
WATSCO INC COM    (Stock) WSO 227,000 1,434 0.06%
VANGUARD S&P 500 ETF    (ETF) VOO 222,000 939 0.06%
CHURCH & DWIGHT INC COM    (Stock) CHD 222,000 3,460 0.06%
GENERAL MLS INC COM    (Stock) GIS 221,000 4,195 0.06%
AMERICOLD RLTY TR COM    (REIT) 220,000 6,452 0.06%
PRA HEALTH SCIENCES INC COM    (Stock) PRAH 218,000 2,631 0.06%
S&P GLOBAL INC COM    (Stock) SPGI 215,000 876 0.05%
TESLA INC COM    (Stock) TSLA 213,000 406 0.05%
INTERPUBLIC GROUP COS INC COM    (Stock) IPG 209,000 12,933 0.05%
CITIGROUP INC COM NEW    (Stock) C 207,000 4,917 0.05%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 206,000 1,797 0.05%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 205,000 4,568 0.05%
AT&T INC COM    (Stock) T 201,000 6,900 0.05%
COCA COLA CO COM    (Stock) KO 196,000 4,425 0.05%
UNITEDHEALTH GROUP INC COM    (Stock) UNH 192,000 769 0.05%
BROWN & BROWN INC COM    (Stock) BRO 190,000 5,237 0.05%
HOME DEPOT INC COM    (Stock) HD 187,000 1,001 0.05%
KROGER CO COM    (Stock) KR 185,000 6,149 0.05%
JEFFERIES FINL GROUP INC COM    (Stock) 182,000 13,289 0.05%
AMERICAN INTL GROUP INC COM NEW    (Stock) AIG 180,000 7,430 0.04%
VEREIT INC COM    (REIT) 177,000 36,159 0.04%
NATURA &CO HLDG S A ADS    (ADR) 168,000 17,100 0.04%
UNION PAC CORP COM    (Stock) UNP 167,000 1,182 0.04%
SAP SE SPON ADR    (ADR) SAP 165,000 1,494 0.04%
DEERE & CO COM    (Stock) DE 164,000 1,186 0.04%
JOHNSON & JOHNSON COM    (Stock) JNJ 156,000 1,187 0.04%
ISHARES CORE S&P 500 ETF    (ETF) IVV 155,000 600 0.04%
MONDELEZ INTL INC CL A    (Stock) MDLZ 142,000 2,834 0.03%
FACEBOOK INC CL A    (Stock) FB 141,000 845 0.03%
NOVARTIS A G SPONSORED ADR    (ADR) NVS 140,000 1,697 0.03%
DELTA AIR LINES INC DEL COM NEW    (Stock) DAL 139,000 4,889 0.03%
L3HARRIS TECHNOLOGIES INC COM    (Stock) 134,000 745 0.03%
CATERPILLAR INC DEL COM    (Stock) CAT 133,000 1,145 0.03%
COMCAST CORP NEW CL A    (Stock) CMCSA 132,000 3,852 0.03%
MASTERCARD INC CL A    (Stock) MA 132,000 546 0.03%
INVESCO QQQ TRUST    (ETF) 130,000 685 0.03%
NIKE INC CL B    (Stock) NKE 129,000 1,564 0.03%
PULTE GROUP INC COM    (Stock) PHM 128,000 5,744 0.03%
TRUIST FINL CORP COM    (Stock) 128,000 4,155 0.03%
ISHARES CORE MSCI EAFE ETF    (ETF) IEFA 127,000 2,544 0.03%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) RTN 122,000 1,298 0.03%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 120,000 422 0.03%
3M CO COM    (Stock) MMM 117,000 859 0.03%
NOVO-NORDISK A S ADR    (ADR) NVO 117,000 1,941 0.03%
AON PLC SHS CL A    (Stock) 115,000 694 0.03%
ISHARES MSCI EAFE ETF    (ETF) EFA 115,000 2,152 0.03%
ISHARES CORE MSCI EMERGING MARKETS ETF    (ETF) IEMG 113,000 2,802 0.03%
CIENA CORP COM NEW    (Stock) CIEN 111,000 2,796 0.03%
EQUINOR ASA SPONSORED ADR    (ADR) 108,000 8,894 0.02%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 107,000 3,132 0.02%
ISHARES S&P MID-CAP 400 GROWTH ETF    (ETF) IJK 107,000 601 0.02%
MOODYS CORP COM    (Stock) MCO 106,000 503 0.02%
SANOFI SPONSORED ADR    (ADR) SNY 105,000 2,397 0.02%
YETI HLDGS INC COM    (Stock) 104,000 5,344 0.02%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 103,000 1,803 0.02%
ISHARES CALIFORNIA MUNI BOND ETF    (ETF) CMF 102,000 1,692 0.02%
ATMOS ENERGY CORP COM    (Stock) ATO 102,000 1,032 0.02%
FISERV INC COM    (Stock) FISV 101,000 1,065 0.02%
ALTERYX INC COM CL A    (Stock) 101,000 1,066 0.02%
ABBVIE INC COM    (Stock) ABBV 101,000 1,325 0.02%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 99,000 2,117 0.02%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 98,000 537 0.02%
PAYPAL HLDGS INC COM    (Stock) PYPL 97,000 1,014 0.02%
ASTRAZENECA PLC SPONSORED ADR    (ADR) AZN 97,000 2,178 0.02%
APPLIED MATLS INC COM    (Stock) AMAT 96,000 2,091 0.02%
LILLY ELI & CO COM    (Stock) LLY 95,000 687 0.02%
VANGUARD TOTAL INTERNATIONAL BOND ETF    (ETF) BNDX 95,000 1,695 0.02%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 95,000 605 0.02%
COLUMBIA SPORTSWEAR CO COM    (Stock) COLM 94,000 1,347 0.02%
TAPESTRY INC COM    (Stock) 93,000 7,216 0.02%
ROCKWELL AUTOMATION INC COM    (Stock) ROK 92,000 612 0.02%
AMERICAN TOWER CORP NEW COM    (REIT) AMT 92,000 422 0.02%
TJX COS INC NEW COM    (Stock) TJX 91,000 1,899 0.02%
SCHWAB INTERNATIONAL EQUITY ETF    (ETF) SCHF 91,000 3,540 0.02%
QUALCOMM INC COM    (Stock) QCOM 91,000 1,353 0.02%
VERISK ANALYTICS INC COM    (Stock) VRSK 88,000 628 0.02%
DANAHER CORPORATION COM    (Stock) DHR 87,000 632 0.02%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 86,000 1,547 0.02%
TARGET CORP COM    (Stock) TGT 86,000 928 0.02%
CISCO SYS INC COM    (Stock) CSCO 85,000 2,151 0.02%
US BANCORP DEL COM NEW    (Stock) USB 81,000 2,345 0.02%
TOYOTA MOTOR CORP SP ADR REP2COM    (ADR) TM 80,000 669 0.02%
VERTEX PHARMACEUTICALS INC COM    (Stock) VRTX 79,000 332 0.02%
DIAGEO P L C SPON ADR NEW    (ADR) DEO 79,000 621 0.02%
SOUTHWEST AIRLS CO COM    (Stock) LUV 79,000 2,228 0.02%
SKYWORKS SOLUTIONS INC COM    (Stock) SWKS 79,000 885 0.02%
MID AMER APT CMNTYS INC COM    (REIT) MAA 78,000 758 0.02%
ACCENTURE PLC IRELAND SHS CLASS A    (Stock) ACN 77,000 474 0.02%
GENERAL MTRS CO COM    (Stock) GM 76,000 3,644 0.02%
IHS MARKIT LTD SHS    (Stock) 76,000 1,264 0.02%
STARBUCKS CORP COM    (Stock) SBUX 76,000 1,152 0.02%
GILEAD SCIENCES INC COM    (Stock) GILD 74,000 996 0.02%
INTUITIVE SURGICAL INC COM NEW    (Stock) ISRG 74,000 150 0.02%
CROWN CASTLE INTL CORP NEW COM    (REIT) CCI 73,000 509 0.02%
ISHARES S&P MID-CAP 400 VALUE ETF    (ETF) IJJ 73,000 666 0.02%
ROYAL CARIBBEAN CRUISES LTD COM    (Stock) RCL 72,000 2,224 0.01%
ILLINOIS TOOL WKS INC COM    (Stock) ITW 71,000 500 0.01%
VULCAN MATLS CO COM    (Stock) VMC 71,000 653 0.01%
SPIRE INC COM    (Stock) 70,000 936 0.01%
MARVELL TECHNOLOGY GROUP LTD ORD    (Stock) MRVL 69,000 3,053 0.01%
ZOETIS INC CL A    (Stock) ZTS 69,000 590 0.01%
AVANGRID INC COM    (Stock) 68,000 1,563 0.01%
CADENCE DESIGN SYSTEM INC COM    (Stock) CDNS 68,000 1,026 0.01%
1 2 3 4 5 6 7 Next >Full Portfolio View
Total Value As 2020-03-31: 361,398,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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