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  Name: Ellevest Inc.
  City: New York
  State: NY
  Zip: 10010
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,467,167,000
  Total Value Change : $166,125,000
  Securities Held Change : 36
   
All Securities Held : 388
  New Positions : 59
  Closed Positions : 33
  Increased Positions : 181
  Unchanged Positions : 15
  Decreased Positions : 133

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 33 - $36.69 $4,820,000 136,925 0.33% 463,000 0 0.076    Closed - End Fund - E...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 47 - $82.32 $2,169,000 27,901 0.15% 237,000 0 0.008    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 81 - $285.96 $1,044,000 3,981 0.07% 109,000 0 0.003    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 107 - $57.31 $812,000 14,465 0.06% 62,000 0 0.003    Closed - End Fund - F...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 169 - $205.86 $525,000 2,613 0.04% 63,000 0 0    Closed - End Fund - E...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 216 - $252.41 $437,000 1,809 0.03% 50,000 0 0    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 234 - $133.54 $400,000 3,255 0.03% 58,000 0 0.003    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 242 - $208.63 $384,000 2,196 0.03% 66,000 0 0.002    N/A
   (XLF)1 Year Chart         XLF SPDR Financial Sector 271 - $41.67 $339,000 9,003 0.02% 40,000 0 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 307 - $117.40 $276,000 2,654 0.02% 24,000 0 0.001    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 314 - $84.69 $270,000 3,595 0.02% 24,000 0 0.005    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 338 - $35.93 $239,000 7,014 0.02% 21,000 0 0.001    Closed - End Fund - E...
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 339 - $123.50 $237,000 2,041 0.02% 24,000 0 0.002    Closed - End Fund - E...
   (DHC)1 Year Chart         DHC Diversified Healthcare Trust 382 - $2.32 $39,000 10,423 0% 19,000 0 0.004    REIT - Hotel/Motel
      14 Records Found
  1    
Page 1 of 1
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