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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 2020-04-23)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 5,143,909,000 19,906,628 6.09%
ISHARES TR    (US TREAS BD ETF) GOVT 2,574,900,000 91,927,877 3.05%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,289,311,000 68,665,591 2.71%
ISHARES TR    (CORE MSCI EAFE) IEFA 2,176,488,000 43,625,617 2.57%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,160,544,000 9,123,149 2.56%
ISHARES TR    (CORE US AGGBD ET) AGG 1,846,940,000 16,008,839 2.18%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 1,840,406,000 22,394,825 2.18%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,772,249,000 31,501,047 2.10%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,684,607,000 10,751,207 1.99%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,592,704,000 17,883,493 1.88%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 1,256,665,000 14,723,672 1.48%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,188,004,000 4,609,134 1.40%
ISHARES TR    (USA QUALITY FCTR) QUAL 993,498,000 12,259,219 1.17%
ISHARES TR    (MBS ETF) MBB 947,657,000 8,580,744 1.12%
ISHARES TR    (INTRM TR CRP ETF) CIU 934,022,000 17,006,959 1.10%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 931,014,000 7,222,201 1.10%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 921,619,000 10,317,011 1.09%
SPDR SER TR    (SPDR BLOOMBERG) 892,810,000 9,743,644 1.05%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 867,887,000 25,868,477 1.02%
ISHARES TR    (MSCI MIN VOL ETF) USMV 843,049,000 15,608,921 0.99%
ISHARES TR    (RUS 1000 GRW ETF) IWF 796,192,000 5,285,044 0.94%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 773,427,000 7,247,258 0.91%
ISHARES TR    (ESG MSCI USA ETF) 761,389,000 13,243,641 0.90%
ISHARES INC    (CORE MSCI EMKT) IEMG 757,477,000 18,717,023 0.89%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 756,071,000 13,872,865 0.89%
ISHARES TR    (S&P 500 GRWT ETF) IVW 715,512,000 4,335,120 0.84%
ISHARES TR    (MSCI EAFE ETF) EFA 711,006,000 13,299,773 0.84%
ISHARES TR    (1 3 YR TREAS BD) SHY 703,413,000 8,115,990 0.83%
MICROSOFT CORP    (COM) MSFT 671,735,000 4,259,303 0.79%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 670,258,000 13,822,584 0.79%
ISHARES TR    (20 YR TR BD ETF) TLT 654,088,000 3,964,881 0.77%
ISHARES TR    (RUS 1000 VAL ETF) IWD 638,606,000 6,438,862 0.75%
ISHARES TR    (S&P 500 VAL ETF) IVE 589,810,000 6,127,898 0.69%
ISHARES TR    (CORE S&P TTL STK) ISI 499,379,000 8,728,866 0.59%
INVESCO QQQ TR    (UNIT SER 1) 451,522,000 2,371,437 0.53%
ISHARES INC    (ESG MSCI EM ETF) 450,972,000 16,476,918 0.53%
ISHARES TR    (0-5YR HI YL CP) SHYG 445,484,000 10,899,981 0.52%
ISHARES TR    (NATIONAL MUN ETF) MUB 445,407,000 3,941,310 0.52%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 437,426,000 10,424,817 0.51%
APPLE INC    (COM) AAPL 427,423,000 1,680,849 0.50%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 425,112,000 11,894,561 0.50%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 376,917,000 4,162,987 0.44%
ISHARES TR    (IBOXX HI YD ETF) HYG 372,161,000 4,828,871 0.44%
ISHARES TR    (CORE S&P MCP ETF) IJH 369,735,000 2,570,096 0.43%
ISHARES TR    (GLOBAL TECH ETF) IXN 360,390,000 1,976,217 0.42%
ISHARES TR    (RUS 1000 ETF) IWB 328,802,000 2,323,197 0.38%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 319,906,000 4,044,328 0.37%
ISHARES TR    (CORE MSCI TOTAL) IXUS 288,738,000 6,142,054 0.34%
ISHARES TR    (RUS MID CAP ETF) IWR 286,053,000 6,626,190 0.33%
VISA INC    (COM CL A) V 283,047,000 1,756,745 0.33%
ISHARES TR    (CORE S&P SCP ETF) IJR 282,840,000 5,040,804 0.33%
AMAZON COM INC    (COM) AMZN 276,501,000 141,816 0.32%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 252,030,000 3,608,161 0.29%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 241,586,000 2,092,740 0.28%
ISHARES TR    (JPMORGAN USD EMG) EMB 238,014,000 2,461,872 0.28%
FACEBOOK INC    (CL A) FB 231,738,000 1,389,319 0.27%
MASTERCARD INC    (CL A) MA 229,985,000 952,081 0.27%
ISHARES TR    (USA SIZE FACTOR) SIZE 226,505,000 3,173,177 0.26%
ISHARES TR    (USA MOMENTUM FCT) 225,122,000 2,114,201 0.26%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 214,918,000 8,019,330 0.25%
VANGUARD INDEX FDS    (MID CAP ETF) VO 210,543,000 1,599,265 0.24%
ISHARES TR    (FLTG RATE NT ETF) FLOT 210,439,000 4,317,575 0.24%
ISHARES TR    (SH TR CRPORT ETF) CSJ 210,184,000 4,014,209 0.24%
ALPHABET INC    (CAP STK CL C) GOOG 207,217,000 178,204 0.24%
ISHARES TR    (RUSSELL 2000 ETF) IWM 204,008,000 1,782,348 0.24%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 203,117,000 2,332,271 0.24%
JPMORGAN CHASE & CO    (COM) JPM 201,242,000 2,235,278 0.23%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 200,977,000 1,581,477 0.23%
JOHNSON & JOHNSON    (COM) JNJ 199,581,000 1,522,005 0.23%
CISCO SYS INC    (COM) CSCO 198,505,000 5,049,723 0.23%
HOME DEPOT INC    (COM) HD 198,224,000 1,061,668 0.23%
ISHARES TR    (SHORT TREAS BD) SHV 195,780,000 1,763,470 0.23%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 193,550,000 2,179,618 0.22%
VERIZON COMMUNICATIONS INC    (COM) VZ 190,419,000 3,543,993 0.22%
ISHARES TR    (IBOXX INV CP ETF) LQD 188,983,000 1,530,103 0.22%
MEDTRONIC PLC    (SHS) MDT 186,561,000 2,068,761 0.22%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 186,360,000 1,534,083 0.22%
DBX ETF TR    (XTRACK USD HIGH) 177,084,000 4,018,247 0.20%
ALPHABET INC    (CAP STK CL A) GOOGL 176,888,000 152,234 0.20%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 176,687,000 2,847,500 0.20%
ISHARES TR    (EAFE SML CP ETF) SCZ 173,056,000 3,860,282 0.20%
UNITEDHEALTH GROUP INC    (COM) UNH 171,255,000 686,724 0.20%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 169,308,000 2,564,881 0.20%
ADOBE INC    (COM) ADBE 167,033,000 524,865 0.19%
MERCK & CO. INC    (COM) MRK 166,208,000 2,160,235 0.19%
ISHARES TR    (EAFE VALUE ETF) EFV 164,751,000 4,616,157 0.19%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 164,007,000 1,586,293 0.19%
ISHARES TR    (MSCI EMG MKT ETF) EEM 163,764,000 4,798,238 0.19%
ABBVIE INC    (COM) ABBV 161,630,000 2,121,404 0.19%
SPDR SER TR    (BLOOMBERG BRCLYS) 161,303,000 1,702,589 0.19%
PROCTER & GAMBLE CO    (COM) PG 158,123,000 1,437,479 0.18%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 155,918,000 955,028 0.18%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 154,520,000 2,184,024 0.18%
ISHARES TR    (CORE DIV GRWTH) DGRO 154,336,000 4,735,686 0.18%
PFIZER INC    (COM) PFE 152,544,000 4,673,524 0.18%
SPDR SER TR    (NUVEEN BLMBRG SR) 151,431,000 3,096,752 0.17%
WALMART INC    (COM) WMT 150,811,000 1,327,329 0.17%
ISHARES TR    (TIPS BD ETF) TIP 150,684,000 1,277,845 0.17%
ISHARES TR    (PFD AND INCM SEC) PFF 149,325,000 4,689,856 0.17%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 145,941,000 798,231 0.17%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 145,156,000 3,538,663 0.17%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 143,504,000 1,765,334 0.17%
ISHARES TR    (RUS 2000 GRW ETF) IWO 143,272,000 905,812 0.16%
AT&T INC    (COM) T 138,039,000 4,735,478 0.16%
PEPSICO INC    (COM) PEP 138,026,000 1,149,262 0.16%
SPDR SER TR    (S&P DIVID ETF) SDY 135,539,000 1,697,211 0.16%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 133,169,000 886,022 0.15%
NIKE INC    (CL B) NKE 132,280,000 1,598,738 0.15%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 129,626,000 2,505,824 0.15%
ZOETIS INC    (CL A) ZTS 128,185,000 1,089,178 0.15%
ISHARES TR    (CORE TOTAL USD) IUSB 128,114,000 2,440,267 0.15%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 127,966,000 1,384,313 0.15%
STARBUCKS CORP    (COM) SBUX 125,804,000 1,913,655 0.14%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 124,030,000 979,005 0.14%
ABBOTT LABS    (COM) ABT 123,756,000 1,568,319 0.14%
INTEL CORP    (COM) INTC 123,412,000 2,280,346 0.14%
AMGEN INC    (COM) AMGN 122,271,000 603,125 0.14%
COMCAST CORP NEW    (CL A) CMCSA 122,260,000 3,556,123 0.14%
ISHARES TR    (SELECT DIVID ETF) DVY 121,125,000 1,647,058 0.14%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 119,333,000 2,198,870 0.14%
ISHARES TR    (INTL QLTY FACTOR) 116,998,000 4,526,018 0.13%
ISHARES TR    (RUS 2000 VAL ETF) IWN 116,005,000 1,414,183 0.13%
NEXTERA ENERGY INC    (COM) NEE 115,132,000 478,481 0.13%
CHEVRON CORP NEW    (COM) CVX 112,999,000 1,559,472 0.13%
PHILIP MORRIS INTL INC    (COM) PM 112,329,000 1,539,592 0.13%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 110,155,000 388,417 0.13%
ISHARES TR    (EDGE MSCI USA VL) VLUE 109,998,000 1,746,001 0.13%
INVESCO EXCHANGE-TRADED FD T    (SR LN ETF) 109,821,000 5,367,601 0.13%
ISHARES TR    (MSCI ACWI ETF) ACWI 109,793,000 1,754,728 0.13%
BLACKROCK INC    (COM) BLK 109,684,000 249,299 0.13%
TEXAS INSTRS INC    (COM) TXN 107,886,000 1,079,613 0.12%
ISHARES TR    (RUS MD CP GR ETF) IWP 107,631,000 885,193 0.12%
SPDR GOLD TRUST    (GOLD SHS) GLD 106,207,000 717,369 0.12%
AMERICAN TOWER CORP NEW    (COM) AMT 105,500,000 484,499 0.12%
ISHARES TR    (S&P MC 400GR ETF) IJK 105,378,000 590,483 0.12%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 103,640,000 1,289,537 0.12%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 103,348,000 2,202,647 0.12%
VANGUARD SCOTTSDALE FDS    (LONG TERM TREAS) VGLT 102,509,000 1,014,843 0.12%
ISHARES TR    (SP SMCP600VL ETF) IJS 102,409,000 1,024,705 0.12%
ISHARES TR    (RUS MDCP VAL ETF) IWS 101,948,000 1,590,699 0.12%
COSTCO WHSL CORP NEW    (COM) COST 100,929,000 353,976 0.11%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 98,953,000 2,070,584 0.11%
COCA COLA CO    (COM) KO 98,481,000 2,225,554 0.11%
DISNEY WALT CO    (COM DISNEY) DIS 97,478,000 1,009,085 0.11%
GILEAD SCIENCES INC    (COM) GILD 97,118,000 1,299,059 0.11%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 97,105,000 627,781 0.11%
ISHARES TR    (INTRM GOV CR ETF) GVI 94,001,000 819,395 0.11%
DANAHER CORPORATION    (COM) DHR 93,494,000 675,483 0.11%
SALESFORCE COM INC    (COM) CRM 92,821,000 644,678 0.11%
SPDR SER TR    (PORTFOLIO AGRGTE) LAG 89,716,000 2,968,759 0.10%
ISHARES TR    (3 7 YR TREAS BD) IEI 89,605,000 672,003 0.10%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 88,754,000 3,206,416 0.10%
ISHARES TR    (S&P SML 600 GWT) IJT 87,483,000 634,579 0.10%
SPDR SER TR    (DJ REIT ETF) RWR 87,324,000 1,209,479 0.10%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 87,123,000 1,397,541 0.10%
ISHARES TR    (BROAD USD HIGH) 86,963,000 2,449,655 0.10%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 85,382,000 1,210,238 0.10%
EXXON MOBIL CORP    (COM) XOM 83,428,000 2,197,198 0.09%
SPDR SER TR    (PORTFOLIO LN TSR) TLO 83,309,000 1,763,518 0.09%
ISHARES GOLD TRUST    (ISHARES) IAU 83,052,000 5,511,088 0.09%
CROWN CASTLE INTL CORP NEW    (COM) CCI 81,382,000 563,586 0.09%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 79,626,000 2,341,263 0.09%
PIMCO ETF TR    (0-5 HIGH YIELD) HYS 79,407,000 926,033 0.09%
PAYPAL HLDGS INC    (COM) PYPL 79,033,000 825,501 0.09%
UNION PAC CORP    (COM) UNP 78,908,000 559,474 0.09%
TJX COS INC NEW    (COM) TJX 78,772,000 1,647,611 0.09%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 77,660,000 366,494 0.09%
HONEYWELL INTL INC    (COM) HON 77,530,000 579,488 0.09%
SPDR SER TR    (PORTFOLIO SH TSR) SST 77,054,000 2,508,278 0.09%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 76,170,000 755,881 0.09%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 73,749,000 1,718,680 0.08%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 73,657,000 1,280,765 0.08%
MCDONALDS CORP    (COM) MCD 73,165,000 442,488 0.08%
BK OF AMERICA CORP    (COM) BAC 73,094,000 3,442,942 0.08%
NVIDIA CORP    (COM) NVDA 73,083,000 277,250 0.08%
LOCKHEED MARTIN CORP    (COM) LMT 72,155,000 212,877 0.08%
WELLS FARGO CO NEW    (COM) WFC 71,563,000 2,493,477 0.08%
EATON CORP PLC    (SHS) ETN 71,180,000 916,200 0.08%
ISHARES TR    (INTL MOMENTUM FT) 71,086,000 2,686,557 0.08%
DOLLAR GEN CORP NEW    (COM) DG 70,815,000 468,943 0.08%
DUKE ENERGY CORP NEW    (COM NEW) DUK 70,470,000 871,287 0.08%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 70,056,000 1,264,316 0.08%
ORACLE CORP    (COM) ORCL 69,998,000 1,448,340 0.08%
ISHARES TR    (USD INV GRDE ETF) CFT 69,640,000 1,243,126 0.08%
LOWES COS INC    (COM) LOW 69,607,000 808,908 0.08%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 69,425,000 783,756 0.08%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 69,342,000 2,117,968 0.08%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 69,293,000 700,070 0.08%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 68,309,000 1,333,220 0.08%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 68,062,000 1,513,171 0.08%
NOVO-NORDISK A S    (ADR) NVO 67,832,000 1,126,781 0.08%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 67,591,000 347,546 0.08%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 67,514,000 803,550 0.08%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 67,385,000 493,016 0.07%
ISHARES TR    (SHRT NAT MUN ETF) 67,174,000 631,929 0.07%
UNITED PARCEL SERVICE INC    (CL B) UPS 66,694,000 713,916 0.07%
MONDELEZ INTL INC    (CL A) MDLZ 66,550,000 1,328,883 0.07%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 66,432,000 560,935 0.07%
FISERV INC    (COM) FISV 65,935,000 694,130 0.07%
ISHARES TR    (CORE S&P US GWT) IWZ 65,511,000 1,147,498 0.07%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Next >Full Portfolio View
Total Value As 2020-03-31: 84,365,513,000 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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