Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELLEVEST INC 02-05-2020 12-31-2019 1092 359,846,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 1 $96,118,000 587,446 26.71 1.71 555,054 1713.55 12-31-2019
2
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 3 $52,968,000 1,202,189 14.72 1.97 1,065,289 778.15 12-31-2019
4
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