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STOCK TICKER:

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

ENVESTNET ASSET MANAGEMENT INC INSTITUTION : ENVESTNET ASSET MANAGEMENT INC
ENVESTNET ASSET MANAGEMENT INC Portfolio (reported on 2020-07-08)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 5,353,373,000 17,286,236 5.23%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,784,989,000 9,826,019 2.72%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 2,649,985,000 68,316,185 2.59%
ISHARES TR    (US TREAS BD ETF) GOVT 2,294,003,000 81,957,946 2.24%
ISHARES TR    (CORE US AGGBD ET) AGG 2,233,100,000 18,890,961 2.18%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,120,545,000 10,493,076 2.07%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,953,262,000 23,499,298 1.91%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,946,250,000 34,049,156 1.90%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,899,991,000 14,126,330 1.85%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,843,741,000 31,937,305 1.80%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,814,483,000 18,219,531 1.77%
ISHARES TR    (ESG MSCI USA ETF) 1,721,742,000 24,599,834 1.68%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,315,080,000 14,886,569 1.28%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,221,869,000 3,962,478 1.19%
ISHARES TR    (EAFE GRWTH ETF) EFG 1,215,779,000 14,628,552 1.18%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,147,279,000 7,329,449 1.12%
ISHARES TR    (SH TR CRPORT ETF) CSJ 1,079,008,000 19,722,311 1.05%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 1,005,565,000 10,790,485 0.98%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,001,967,000 25,295,819 0.98%
ISHARES TR    (RUS 1000 GRW ETF) IWF 969,320,000 5,049,858 0.94%
ISHARES TR    (CORE S&P SCP ETF) IJR 953,126,000 13,957,040 0.93%
MICROSOFT CORP    (COM) MSFT 917,110,000 4,506,505 0.89%
ISHARES TR    (S&P 500 GRWT ETF) IVW 886,502,000 4,272,504 0.86%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 871,497,000 7,805,617 0.85%
ISHARES TR    (MSCI MIN VOL ETF) USMV 823,601,000 13,584,049 0.80%
ISHARES INC    (ESG MSCI EM ETF) 795,548,000 24,799,792 0.77%
ISHARES TR    (EDGE MSCI USA VL) VLUE 791,099,000 10,944,937 0.77%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 769,492,000 14,152,871 0.75%
INVESCO QQQ TR    (UNIT SER 1) 733,824,000 2,963,758 0.71%
ISHARES INC    (CORE MSCI EMKT) IEMG 681,493,000 14,317,084 0.66%
ISHARES TR    (MSCI EAFE ETF) EFA 680,183,000 11,174,360 0.66%
ISHARES TR    (RUS 1000 VAL ETF) IWD 678,980,000 6,028,951 0.66%
ISHARES TR    (S&P 500 VAL ETF) IVE 672,896,000 6,218,430 0.65%
APPLE INC    (COM) AAPL 644,685,000 1,767,232 0.63%
ISHARES TR    (0-5YR HI YL CP) SHYG 582,402,000 13,578,965 0.56%
ISHARES TR    (1 3 YR TREAS BD) SHY 551,878,000 6,371,993 0.53%
ISHARES TR    (NATIONAL MUN ETF) MUB 538,614,000 4,667,364 0.52%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 531,843,000 10,816,403 0.52%
ISHARES TR    (MBS ETF) MBB 531,087,000 4,797,534 0.51%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 512,414,000 4,204,590 0.50%
ISHARES TR    (GLOBAL TECH ETF) IXN 507,406,000 2,154,225 0.49%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 493,095,000 4,166,764 0.48%
ISHARES TR    (U.S. MED DVC ETF) IHI 458,419,000 1,731,388 0.44%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 456,513,000 10,162,818 0.44%
AMAZON COM INC    (COM) AMZN 450,842,000 163,421 0.44%
ISHARES TR    (USA QUALITY FCTR) QUAL 446,616,000 4,656,127 0.43%
ISHARES TR    (INTRM TR CRP ETF) CIU 434,944,000 7,203,457 0.42%
ISHARES TR    (20 YR TR BD ETF) TLT 432,071,000 2,635,704 0.42%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 418,147,000 5,058,642 0.40%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 398,934,000 7,416,511 0.39%
ISHARES TR    (CORE S&P MCP ETF) IJH 368,763,000 2,073,807 0.36%
ISHARES TR    (CORE MSCI TOTAL) IXUS 347,900,000 6,381,141 0.34%
ISHARES TR    (RUS MID CAP ETF) IWR 347,586,000 6,484,818 0.34%
ISHARES TR    (RUSSELL 2000 ETF) IWM 342,915,000 2,394,993 0.33%
ISHARES TR    (IBOXX HI YD ETF) HYG 336,753,000 4,125,866 0.32%
FACEBOOK INC    (CL A) FB 333,823,000 1,470,148 0.32%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 332,977,000 6,658,198 0.32%
VISA INC    (COM CL A) V 325,325,000 1,684,147 0.31%
ISHARES TR    (RUS 1000 ETF) IWB 323,720,000 1,885,600 0.31%
ISHARES TR    (USA MOMENTUM FCT) 323,594,000 2,470,190 0.31%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 321,409,000 2,205,661 0.31%
ISHARES TR    (SHORT TREAS BD) SHV 308,653,000 2,787,190 0.30%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 302,746,000 9,113,365 0.29%
ISHARES TR    (U.S. FIN SVC ETF) IYG 293,538,000 2,458,446 0.28%
VANGUARD INDEX FDS    (MID CAP ETF) VO 285,743,000 1,743,292 0.27%
HOME DEPOT INC    (COM) HD 282,956,000 1,129,523 0.27%
MASTERCARD INCORPORATED    (CL A) MA 280,170,000 947,481 0.27%
ISHARES TR    (JPMORGAN USD EMG) EMB 268,867,000 2,461,705 0.26%
ALPHABET INC    (CAP STK CL C) GOOG 267,168,000 188,997 0.26%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 265,513,000 2,790,756 0.25%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 262,605,000 3,344,010 0.25%
ADOBE INC    (COM) ADBE 259,408,000 595,919 0.25%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 253,718,000 1,181,623 0.24%
CISCO SYS INC    (COM) CSCO 248,061,000 5,318,681 0.24%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 246,773,000 1,509,223 0.24%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 245,000,000 8,107,207 0.23%
SPDR SER TR    (SPDR BLOOMBERG) 243,594,000 2,661,360 0.23%
ISHARES TR    (CORE S&P TTL STK) ISI 240,569,000 3,464,417 0.23%
SPDR SER TR    (NUVEEN BLMBRG SR) 239,726,000 4,807,016 0.23%
JPMORGAN CHASE & CO    (COM) JPM 238,434,000 2,534,932 0.23%
JOHNSON & JOHNSON    (COM) JNJ 231,407,000 1,645,520 0.22%
ISHARES TR    (S&P SML 600 GWT) IJT 223,348,000 1,315,439 0.21%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 223,286,000 2,088,352 0.21%
UNITEDHEALTH GROUP INC    (COM) UNH 222,976,000 755,985 0.21%
ABBVIE INC    (COM) ABBV 222,875,000 2,270,105 0.21%
ALPHABET INC    (CAP STK CL A) GOOGL 221,233,000 156,012 0.21%
MEDTRONIC PLC    (SHS) MDT 208,441,000 2,273,084 0.20%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 206,418,000 2,620,227 0.20%
VERIZON COMMUNICATIONS INC    (COM) VZ 199,751,000 3,623,280 0.19%
ISHARES TR    (CORE DIV GRWTH) DGRO 199,523,000 5,306,467 0.19%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 198,198,000 1,691,401 0.19%
ISHARES TR    (TIPS BD ETF) TIP 198,111,000 1,610,656 0.19%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 196,966,000 2,981,623 0.19%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 194,137,000 2,651,427 0.18%
MERCK & CO. INC    (COM) MRK 193,862,000 2,506,966 0.18%
NIKE INC    (CL B) NKE 185,773,000 1,894,675 0.18%
PROCTER AND GAMBLE CO    (COM) PG 179,553,000 1,501,684 0.17%
ISHARES TR    (RUS 2000 GRW ETF) IWO 175,532,000 848,513 0.17%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 175,225,000 877,882 0.17%
WALMART INC    (COM) WMT 174,201,000 1,454,340 0.17%
PEPSICO INC    (COM) PEP 170,023,000 1,285,518 0.16%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 165,030,000 455,465 0.16%
ABBOTT LABS    (COM) ABT 164,583,000 1,800,112 0.16%
ZOETIS INC    (CL A) ZTS 164,244,000 1,198,529 0.16%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 162,322,000 983,290 0.15%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 160,458,000 3,370,264 0.15%
PAYPAL HLDGS INC    (COM) PYPL 156,669,000 899,206 0.15%
STARBUCKS CORP    (COM) SBUX 155,202,000 2,109,012 0.15%
INTEL CORP    (COM) INTC 151,116,000 2,525,832 0.14%
AT&T INC    (COM) T 151,099,000 4,998,355 0.14%
NEXTERA ENERGY INC    (COM) NEE 150,323,000 625,905 0.14%
BLACKROCK INC    (COM) BLK 149,390,000 274,569 0.14%
CHEVRON CORP NEW    (COM) CVX 149,316,000 1,673,412 0.14%
AMERICAN TOWER CORP NEW    (COM) AMT 149,093,000 576,672 0.14%
SPDR GOLD TR    (GOLD SHS) GLD 148,812,000 889,121 0.14%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 146,735,000 1,354,766 0.14%
PFIZER INC    (COM) PFE 146,560,000 4,481,970 0.14%
SPDR SER TR    (S&P DIVID ETF) SDY 146,449,000 1,605,801 0.14%
SALESFORCE COM INC    (COM) CRM 145,078,000 774,454 0.14%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 144,269,000 1,507,511 0.14%
ISHARES TR    (CORE TOTAL USD) IUSB 143,994,000 2,650,355 0.14%
ISHARES TR    (RUS MD CP GR ETF) IWP 143,811,000 909,502 0.14%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 142,683,000 723,103 0.13%
ISHARES TR    (RUS 2000 VAL ETF) IWN 140,940,000 1,446,132 0.13%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 139,091,000 1,331,191 0.13%
ISHARES TR    (EAFE SML CP ETF) SCZ 138,378,000 2,580,724 0.13%
ISHARES TR    (PFD AND INCM SEC) PFF 136,933,000 3,953,024 0.13%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 136,462,000 4,940,702 0.13%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 136,414,000 764,182 0.13%
ISHARES TR    (SELECT DIVID ETF) DVY 133,133,000 1,649,324 0.13%
DANAHER CORPORATION    (COM) DHR 132,933,000 751,755 0.13%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 131,428,000 2,590,734 0.12%
ISHARES TR    (MSCI ACWI ETF) ACWI 130,021,000 1,763,719 0.12%
ISHARES TR    (S&P MC 400GR ETF) IJK 128,839,000 575,124 0.12%
ISHARES TR    (SP SMCP600VL ETF) IJS 126,103,000 1,047,627 0.12%
ISHARES TR    (EAFE VALUE ETF) EFV 124,918,000 3,125,289 0.12%
DOLLAR GEN CORP NEW    (COM) DG 124,460,000 653,302 0.12%
AMGEN INC    (COM) AMGN 123,990,000 525,701 0.12%
COMCAST CORP NEW    (CL A) CMCSA 122,575,000 3,144,557 0.11%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 121,883,000 3,949,574 0.11%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 121,227,000 2,135,415 0.11%
ISHARES GOLD TRUST    (ISHARES) IAU 120,725,000 7,105,643 0.11%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 119,611,000 429,158 0.11%
ISHARES TR    (FLTG RATE NT ETF) FLOT 118,039,000 2,333,239 0.11%
SPDR SER TR    (PORTFOLIO SH TSR) SST 117,575,000 3,827,324 0.11%
ISHARES TR    (3 7 YR TREAS BD) IEI 117,167,000 876,537 0.11%
TEXAS INSTRS INC    (COM) TXN 116,981,000 921,332 0.11%
NVIDIA CORPORATION    (COM) NVDA 116,469,000 306,586 0.11%
PHILIP MORRIS INTL INC    (COM) PM 116,304,000 1,660,052 0.11%
LOWES COS INC    (COM) LOW 115,548,000 855,154 0.11%
ISHARES TR    (MSCI EMG MKT ETF) EEM 115,206,000 2,880,880 0.11%
ISHARES TR    (INTL QLTY FACTOR) 114,970,000 3,909,226 0.11%
DISNEY WALT CO    (COM DISNEY) DIS 114,126,000 1,023,463 0.11%
COSTCO WHSL CORP NEW    (COM) COST 113,035,000 372,794 0.11%
DBX ETF TR    (XTRACK USD HIGH) 112,917,000 2,415,333 0.11%
ISHARES TR    (INTL MOMENTUM FT) 111,708,000 3,560,995 0.10%
ISHARES TR    (INTL VALUE FACTR) 111,579,000 5,713,218 0.10%
INVESCO EXCHANGE-TRADED FD T    (SR LN ETF) 111,487,000 5,221,851 0.10%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 108,158,000 2,305,649 0.10%
ISHARES TR    (MULTIFACTOR USA) 107,577,000 3,012,524 0.10%
EXXON MOBIL CORP    (COM) XOM 103,819,000 2,321,560 0.10%
UNION PAC CORP    (COM) UNP 102,846,000 608,305 0.10%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 102,060,000 1,019,887 0.09%
ISHARES TR    (RUS MDCP VAL ETF) IWS 101,931,000 1,331,914 0.09%
CROWN CASTLE INTL CORP NEW    (COM) CCI 101,544,000 606,809 0.09%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 101,481,000 3,347,008 0.09%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 101,143,000 679,317 0.09%
RAYTHEON TECHNOLOGIES CORP    (COM) 100,841,000 1,636,486 0.09%
COCA COLA CO    (COM) KO 99,064,000 2,217,203 0.09%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 97,051,000 2,656,736 0.09%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 95,854,000 670,308 0.09%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 95,841,000 1,704,142 0.09%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 94,688,000 3,267,393 0.09%
INVESCO EXCH TRADED FD TR II    (S&P500 LOW VOL) 94,508,000 1,902,345 0.09%
SHOPIFY INC    (CL A) 93,890,000 98,917 0.09%
QUALCOMM INC    (COM) QCOM 93,858,000 1,029,055 0.09%
ISHARES TR    (RUS TP200 GR ETF) IWY 93,282,000 874,901 0.09%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 90,284,000 1,934,933 0.08%
LOCKHEED MARTIN CORP    (COM) LMT 89,994,000 246,609 0.08%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 89,662,000 415,679 0.08%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 89,579,000 1,735,025 0.08%
S&P GLOBAL INC    (COM) SPGI 89,522,000 271,707 0.08%
SPDR SER TR    (DJ REIT ETF) RWR 89,270,000 1,144,047 0.08%
BK OF AMERICA CORP    (COM) BAC 89,000,000 3,747,451 0.08%
ISHARES TR    (ESG MSCI EAFE) 88,990,000 1,468,974 0.08%
HONEYWELL INTL INC    (COM) HON 88,756,000 613,845 0.08%
BROADCOM INC    (COM) 88,394,000 280,073 0.08%
SPDR SER TR    (BLOOMBERG BRCLYS) 85,997,000 850,104 0.08%
ISHARES TR    (USD INV GRDE ETF) CFT 85,823,000 1,420,432 0.08%
ORACLE CORP    (COM) ORCL 85,468,000 1,546,372 0.08%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 84,733,000 1,546,503 0.08%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 84,677,000 845,920 0.08%
SPDR SER TR    (BLMBRG BRC CNVRT) CWB 84,413,000 1,395,249 0.08%
SPDR SER TR    (PORTFOLIO SHORT) SCPB 83,448,000 2,662,671 0.08%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 83,175,000 1,178,613 0.08%
SAP SE    (SPON ADR) SAP 83,117,000 593,692 0.08%
ISHARES TR    (CORE S&P US GWT) IWZ 83,032,000 1,155,151 0.08%
AUTODESK INC    (COM) ADSK 82,668,000 345,617 0.08%
AIR PRODS & CHEMS INC    (COM) APD 82,416,000 341,324 0.08%
ISHARES TR    (INTRM GOV CR ETF) GVI 82,226,000 698,485 0.08%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Next >Full Portfolio View
Total Value As 2020-06-30: 102,223,658,000 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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