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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 2020-07-06)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
VANGUARD INDEX FDS    (ETF) VTI 100,916,000 644,704 21.58%
VANGUARD TAX MANAGED INTL FD    (ETF) VEA 51,578,000 1,329,678 11.03%
ISHARES TR    (ETF) MUB 28,919,000 250,595 6.18%
VANGUARD INTL EQUITY INDEX F    (ETF) VWO 23,749,000 599,561 5.07%
ISHARES TR    (ETF) 17,557,000 162,772 3.75%
VANGUARD INDEX FDS    (ETF) VTV 13,556,000 136,115 2.89%
ISHARES TR    (ETF) 13,369,000 220,677 2.85%
VANGUARD BD INDEX FD INC    (ETF) BND 12,794,000 144,827 2.73%
ISHARES INC    (ETF) 12,559,000 391,495 2.68%
VANGUARD INDEX FDS    (ETF) VTI 12,508,000 79,905 2.67%
VANGUARD INDEX FDS    (ETF) VO 8,030,000 48,991 1.71%
VANGUARD INDEX FDS    (ETF) VB 7,926,000 54,395 1.69%
VANGUARD TAX MANAGED INTL FD    (ETF) VEA 7,803,000 201,166 1.66%
APPLE INC    (Stock) AAPL 5,874,000 16,102 1.25%
VANGUARD INTL EQUITY INDEX F    (ETF) VWO 5,466,000 137,998 1.16%
ISHARES TR    (ETF) KLD 4,876,000 36,448 1.04%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF    (ETF) 4,764,000 80,367 1.01%
VANGUARD INDEX FDS    (ETF) VOE 4,694,000 49,049 1.00%
VANGUARD BD INDEX FD INC    (ETF) BSV 4,467,000 53,748 0.95%
VANGUARD BD INDEX FD INC    (ETF) BND 3,805,000 43,076 0.81%
VANGUARD INDEX FDS    (ETF) VBR 3,715,000 34,742 0.79%
ISHARES TR    (ETF) MUB 3,585,000 31,066 0.76%
VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF    (ETF) 3,581,000 116,496 0.76%
FACEBOOK INC    (Stock) FB 3,180,000 14,005 0.68%
VANGUARD INDEX FDS    (ETF) VNQ 3,008,000 38,298 0.64%
INVESCO EXCHANGE TRADED FD T    (ETF) 2,961,000 27,335 0.63%
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF    (ETF) 2,766,000 27,344 0.59%
VANGUARD INTL EQUITY INDEX F    (ETF) VNQI 2,641,000 56,594 0.56%
AMAZON COM INC    (Stock) AMZN 2,522,000 914 0.53%
ISHARES TR    (ETF) IEFA 2,458,000 43,006 0.52%
SPDR S&P 500 ETF TR    (ETF) SPY 2,211,000 7,170 0.47%
MICROSOFT CORP    (Stock) MSFT 2,163,000 10,630 0.46%
VANGUARD INDEX FDS    (ETF) VTV 2,086,000 20,945 0.44%
ISHARES TR    (ETF) KLD 1,985,000 14,841 0.42%
VANGUARD INDEX FDS    (ETF) VB 1,952,000 13,394 0.41%
VANGUARD BD INDEX FD INC    (ETF) BSV 1,910,000 22,976 0.40%
ISHARES TR    (ETF) 1,840,000 17,058 0.39%
VANGUARD INDEX FDS    (ETF) VO 1,658,000 10,113 0.35%
ISHARES TR    (ETF) IJR 1,371,000 20,071 0.29%
SCHWAB STRATEGIC TR    (ETF) SCHP 1,350,000 22,488 0.28%
ISHARES TR    (ETF) IJH 1,311,000 7,372 0.28%
ADOBE SYS INC    (Stock) ADBE 1,277,000 2,933 0.27%
ISHARES INC    (ETF) IEMG 1,211,000 25,441 0.25%
THE TRADE DESK INC    (Stock) 1,148,000 2,825 0.24%
SCHWAB STRATEGIC TR    (ETF) SCHB 1,060,000 14,430 0.22%
NETFLIX INC    (Stock) NFLX 1,031,000 2,266 0.22%
ISHARES TR    (ETF) EMB 992,000 9,081 0.21%
SELECT SECTOR SPDR TR    (ETF) XLU 990,000 17,535 0.21%
ALPHABET INC    (Stock) GOOGL 987,000 696 0.21%
SCHWAB STRATEGIC TR    (ETF) SCHP 889,000 14,820 0.19%
VANGUARD INDEX FDS    (ETF) VNQ 836,000 10,644 0.17%
VERIZON COMMUNICATIONS INC    (Stock) VZ 806,000 14,613 0.17%
MERCK & CO INC    (Stock) MRK 781,000 10,094 0.16%
VANGUARD INDEX FDS    (ETF) VBR 767,000 7,169 0.16%
COSTCO WHSL CORP NEW    (Stock) COST 700,000 2,309 0.14%
VANGUARD INTL EQUITY INDEX F    (ETF) VNQI 696,000 14,914 0.14%
ISHARES TR    (ETF) EMB 672,000 6,153 0.14%
EDWARDS LIFESCIENCES CORP COM    (Stock) EW 642,000 9,289 0.13%
VANGUARD INDEX FDS    (ETF) VOE 625,000 6,527 0.13%
PROCTER AND GAMBLE CO    (Stock) PG 618,000 5,169 0.13%
CHEVRON CORP NEW    (Stock) CVX 599,000 6,713 0.12%
ISHARES TR    (ETF) IWB 566,000 3,294 0.12%
ISHARES TR    (ETF) IWF 524,000 2,728 0.11%
TESLA INC    (Stock) TSLA 517,000 479 0.11%
AMGEN INC    (Stock) AMGN 500,000 2,118 0.10%
ABBVIE INC    (Stock) ABBV 487,000 4,956 0.10%
T MOBILE US INC    (Stock) TMUS 468,000 4,493 0.10%
BANK AMER CORP    (Stock) BAC 464,000 19,526 0.09%
LAUDER ESTEE COS INC    (Stock) EL 447,000 2,370 0.09%
GLAXOSMITHKLINE PLC    (ADR) GSK 433,000 10,610 0.09%
ALPHABET INC    (Stock) GOOG 425,000 301 0.09%
SALESFORCE COM INC    (Stock) CRM 425,000 2,270 0.09%
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF    (ETF) 421,000 19,834 0.09%
INVESCO EXCH TRD SLF IDX FD    (ETF) 418,000 19,438 0.08%
INVESCO EXCH TRD SLF IDX FD    (ETF) 417,000 19,142 0.08%
INVESCO EXCH TRD SLF IDX FD    (ETF) 414,000 18,654 0.08%
INVESCO EXCH TRD SLF IDX FD    (ETF) 412,000 18,702 0.08%
VISA INC    (Stock) V 410,000 2,121 0.08%
INVESCO EXCH TRD SLF IDX FD    (ETF) 409,000 18,806 0.08%
INVESCO EXCH TRD SLF IDX FD    (ETF) 407,000 18,646 0.08%
MCDONALDS CORP    (Stock) MCD 406,000 2,201 0.08%
INVESCO EXCH TRD SLF IDX FD    (ETF) 403,000 18,860 0.08%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF    (ETF) 399,000 17,403 0.08%
ALIBABA GROUP HLDG LTD    (ADR) BABA 396,000 1,836 0.08%
JPMORGAN CHASE & CO    (Stock) JPM 378,000 4,018 0.08%
ISHARES INC    (ETF) FM 377,000 15,558 0.08%
MEDTRONIC PLC    (Stock) MDT 370,000 4,030 0.07%
CYRUSONE INC    (REIT) CONE 355,000 4,885 0.07%
INVESCO EXCH TRD SLF IDX FD    (ETF) 353,000 16,570 0.07%
WERNER ENTERPRISES INC    (Stock) WERN 351,000 8,052 0.07%
SYSCO CORP    (Stock) SYY 342,000 6,252 0.07%
UNITEDHEALTH GROUP INC    (Stock) UNH 332,000 1,125 0.07%
WASTE MGMT INC DEL    (Stock) WMI 330,000 3,119 0.07%
WALMART INC    (Stock) WMT 326,000 2,720 0.06%
BROWN FORMAN CORP    (Stock) BF/B 325,000 5,098 0.06%
S&P GLOBAL INC    (Stock) SPGI 322,000 977 0.06%
AT&T INC    (Stock) T 312,000 10,336 0.06%
KIMBERLY CLARK CORP    (Stock) KMB 311,000 2,203 0.06%
GENERAL MLS INC    (Stock) GIS 302,000 4,906 0.06%
MASTERCARD INCORPORATED    (Stock) MA 297,000 1,003 0.06%
INTERPUBLIC GROUP COS INC    (Stock) IPG 291,000 16,958 0.06%
ISHARES TR    (ETF) IWD 290,000 2,575 0.06%
SAP SE    (ADR) SAP 290,000 2,068 0.06%
VEREIT INC    (REIT) 289,000 45,011 0.06%
CHURCH & DWIGHT INC    (Stock) CHD 284,000 3,679 0.06%
HOME DEPOT INC    (Stock) HD 281,000 1,121 0.06%
INTL PAPER CO    (Stock) IP 269,000 7,647 0.05%
PAYPAL HLDGS INC    (Stock) PYPL 263,000 1,511 0.05%
ISHARES TR    (ETF) IWM 262,000 1,832 0.05%
DISNEY WALT CO    (Stock) DIS 259,000 2,320 0.05%
KROGER CO    (Stock) KR 257,000 7,594 0.05%
PRA HEALTH SCIENCES INC    (Stock) PRAH 256,000 2,631 0.05%
INTEL CORP    (Stock) INTC 256,000 4,284 0.05%
WATSCO INC    (Stock) WSO 255,000 1,434 0.05%
CITIGROUP INC    (Stock) C 255,000 4,997 0.05%
LOCKHEED MARTIN CORP    (Stock) LMT 254,000 697 0.05%
NOVARTIS A G    (ADR) NVS 250,000 2,865 0.05%
VANGUARD INDEX FDS    (ETF) VOO 246,000 868 0.05%
COCA COLA CO    (Stock) KO 236,000 5,288 0.05%
AMERICAN INTL GROUP INC    (Stock) AIG 236,000 7,580 0.05%
AMERICOLD RLTY TR    (REIT) 234,000 6,452 0.05%
SCHWAB STRATEGIC TR    (ETF) SCHD 233,000 4,498 0.04%
AUTOMATIC DATA PROCESSING IN    (Stock) ADP 229,000 1,540 0.04%
YETI HLDGS INC COM    (Stock) 229,000 5,364 0.04%
EQUINOR ASA    (ADR) 228,000 15,728 0.04%
DANAHER CORP DEL    (Stock) DHR 213,000 1,207 0.04%
BROWN & BROWN INC    (Stock) BRO 213,000 5,237 0.04%
THERMO FISHER SCIENTIFIC INC    (Stock) TMO 212,000 585 0.04%
SKYWORKS SOLUTIONS INC    (Stock) SWKS 208,000 1,630 0.04%
JEFFERIES FINL GROUP INC    (Stock) 207,000 13,289 0.04%
FISERV INC    (Stock) FISV 202,000 2,074 0.04%
PULTE GROUP INC    (Stock) PHM 198,000 5,828 0.04%
ABBOTT LABS    (Stock) ABT 195,000 2,129 0.04%
TOYOTA MOTOR CORP    (ADR) TM 193,000 1,538 0.04%
CIENA CORP    (Stock) CIEN 193,000 3,562 0.04%
ACCENTURE PLC IRELAND    (Stock) ACN 192,000 895 0.04%
COMCAST CORP NEW    (Stock) CMCSA 190,000 4,884 0.04%
VERTEX PHARMACEUTICALS INC    (Stock) VRTX 186,000 639 0.03%
ASTRAZENECA PLC    (ADR) AZN 185,000 3,502 0.03%
VERISK ANALYTICS INC    (Stock) VRSK 182,000 1,072 0.03%
NOVO-NORDISK A S    (ADR) NVO 182,000 2,774 0.03%
LILLY ELI & CO    (Stock) LLY 181,000 1,105 0.03%
ALTERYX INC    (Stock) 178,000 1,081 0.03%
MOODYS CORP    (Stock) MCO 177,000 643 0.03%
JOHNSON & JOHNSON    (Stock) JNJ 175,000 1,245 0.03%
MARVELL TECHNOLOGY GROUP LTD    (Stock) MRVL 174,000 4,961 0.03%
SANOFI    (ADR) SNY 173,000 3,398 0.03%
DEERE & CO    (Stock) DE 166,000 1,057 0.03%
ROCKWELL AUTOMATION INC    (Stock) ROK 165,000 773 0.03%
MONDELEZ INTL INC    (Stock) MDLZ 162,000 3,165 0.03%
STARBUCKS CORP    (Stock) SBUX 162,000 2,208 0.03%
ATMOS ENERGY CORP    (Stock) ATO 153,000 1,541 0.03%
INTUITIVE SURGICAL INC    (Stock) ISRG 151,000 265 0.03%
AMERICAN TOWER CORP NEW    (REIT) AMT 149,000 577 0.03%
LULULEMON ATHLETICA INC    (Stock) LULU 149,000 476 0.03%
MID AMER APT CMNTYS INC    (REIT) MAA 147,000 1,279 0.03%
CADENCE DESIGN SYSTEM INC    (Stock) CDNS 146,000 1,517 0.03%
SQUARE INC    (Stock) 144,000 1,370 0.03%
TRUIST FINL CORP COM    (Stock) 144,000 3,842 0.03%
PFIZER INC    (Stock) PFE 143,000 4,366 0.03%
SONY CORP    (ADR) SNE 142,000 2,057 0.03%
NATURA &CO HLDG S A ADS    (ADR) 140,000 9,675 0.02%
DIAGEO P L C    (ADR) DEO 139,000 1,036 0.02%
ISHARES TR    (ETF) EFA 139,000 2,279 0.02%
3M CO    (Stock) MMM 139,000 888 0.02%
DELTA AIR LINES INC DEL    (Stock) DAL 138,000 4,907 0.02%
NIKE INC    (Stock) NKE 137,000 1,395 0.02%
TERADYNE INC    (Stock) TER 135,000 1,602 0.02%
ISHARES TR    (ETF) IJK 135,000 604 0.02%
MKS INSTRUMENT INC    (Stock) MKSI 130,000 1,145 0.02%
SERVICENOW INC    (Stock) NOW 128,000 315 0.02%
AON PLC SHS CL A    (Stock) 127,000 658 0.02%
ISHARES TR    (ETF) EEM 126,000 3,150 0.02%
ARCHROCK INC    (Stock) 126,000 19,365 0.02%
TIMKEN CO    (Stock) TKR 125,000 2,754 0.02%
DOLLAR GEN CORP NEW    (Stock) DG 124,000 649 0.02%
APPLIED MATLS INC    (Stock) AMAT 124,000 2,057 0.02%
CREDIT SUISSE GROUP    (ADR) CS 124,000 11,994 0.02%
DOCUSIGN INC    (Stock) 124,000 719 0.02%
HUNT J B TRANS SVCS INC    (Stock) JBHT 124,000 1,030 0.02%
FULLER H B CO    (Stock) FUL 124,000 2,778 0.02%
SPDR GOLD TRUST    (ETF) GLD 123,000 735 0.02%
GENUINE PARTS CO    (Stock) GPC 122,000 1,405 0.02%
GILEAD SCIENCES INC    (Stock) GILD 122,000 1,581 0.02%
SYNOPSYS INC    (Stock) SNPS 122,000 626 0.02%
US BANCORP DEL    (Stock) USB 120,000 3,258 0.02%
BRISTOL MYERS SQUIBB CO    (Stock) BMY 120,000 2,047 0.02%
TARGET CORP COM    (Stock) TGT 119,000 991 0.02%
VANGUARD ESG INTERNATIONAL STOCK ETF    (ETF) 119,000 2,477 0.02%
SHERWIN WILLIAMS CO    (Stock) SHW 117,000 202 0.02%
PAYCHEX INC    (Stock) PAYX 117,000 1,547 0.02%
ANSYS INC    (Stock) ANSS 117,000 401 0.02%
INTERNATIONAL BUSINESS MACHS    (Stock) IBM 115,000 950 0.02%
VERISIGN INC COM    (Stock) VRSN 114,000 549 0.02%
UBER TECHNOLOGIES INC COM    (Stock) 114,000 3,665 0.02%
ISHARES TR    (ETF) IVV 114,000 368 0.02%
INTUIT    (Stock) INTU 113,000 383 0.02%
KEYCORP NEW    (Stock) KEY 113,000 9,264 0.02%
AMERIPRISE FINL INC    (Stock) AMP 113,000 751 0.02%
STANLEY BLACK & DECKER INC    (Stock) SWK 113,000 810 0.02%
1 2 3 4 5 6 7 Next >Full Portfolio View
Total Value As 2020-06-30: 467,556,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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