StockDriftsStockDriftsTop 50 Ellevest, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 10.44% | 234.0K | $75.1M | +3.70%(+8.36K) | $188.02(+96.13%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 7.87% | 1.04M | $56.6M | -12.15%(-143.22K) | $37.33(+83.35%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 5.39% | 604.9K | $38.8M | -0.58%(-3.55K) | $44.60(+58.76%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 3.26% | 318.1K | $23.4M | +9.77%(+28.31K) | $78.11(-6.41%) | 2026-03-31 | |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 2.87% | 215.6K | $20.6M | +4.38%(+9.05K) | $78.98(+30.80%) | 2026-03-31 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 2.69% | 357.7K | $19.3M | +0.65%(+2.30K) | $46.02(+28.28%) | 2026-03-31 | |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | 2.46% | 156.0K | $17.7M | +5.08%(+7.54K) | $90.68(+45.84%) | 2026-03-31 | |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 2.44% | 164.4K | $17.5M | +3.28%(+5.22K) | $106.76(-0.42%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.33% | 66.1K | $16.8M | -1.75%(-1.18K) | $116.46(+165.00%) | 2026-03-31 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 1.81% | 122.5K | $13.0M | +10.69%(+11.83K) | $112.15(-4.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.19% | +37.45% |
| Top 20 Holdings Unweighted | +10.16% | +33.67% |
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