Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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 2019-10-17)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 4,673,223,000 15,654,639 5.10%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,666,535,000 64,910,774 2.91%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,437,547,000 8,941,845 2.66%
ISHARES TR    (CORE MSCI EAFE) IEFA 2,058,779,000 33,711,785 2.25%
ISHARES TR    (US TREAS BD ETF) GOVT 2,030,244,000 77,122,272 2.21%
VANGUARD INDEX FDS    (VALUE ETF) VTV 1,857,185,000 16,638,460 2.03%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 1,801,825,000 10,836,088 1.97%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,698,565,000 53,313,416 1.85%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 1,664,423,000 28,292,071 1.81%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 1,503,325,000 18,607,809 1.64%
ISHARES TR    (CORE US AGGBD ET) AGG 1,495,307,000 13,212,924 1.63%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,248,876,000 19,483,239 1.36%
ISHARES TR    (INTRM TR CRP ETF) CIU 1,203,386,000 20,776,692 1.31%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 1,175,357,000 13,921,078 1.28%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 1,168,764,000 3,938,284 1.27%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 1,148,429,000 20,243,767 1.25%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,117,276,000 22,792,254 1.22%
ISHARES TR    (CORE S&P TTL STK) ISI 1,053,923,000 15,713,780 1.15%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,029,739,000 6,819,463 1.12%
ISHARES TR    (MBS ETF) MBB 1,019,959,000 9,417,907 1.11%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 966,134,000 23,997,374 1.05%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 931,231,000 11,084,769 1.01%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 872,948,000 9,919,867 0.95%
ISHARES TR    (S&P 500 GRWT ETF) IVW 806,478,000 4,479,688 0.88%
ISHARES TR    (MSCI EAFE ETF) EFA 801,101,000 12,284,941 0.87%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 797,335,000 15,838,995 0.87%
ISHARES TR    (RUS 1000 GRW ETF) IWF 759,783,000 4,759,650 0.83%
ISHARES TR    (S&P 500 VAL ETF) IVE 682,473,000 5,728,324 0.74%
VANGUARD BD INDEX FD INC    (LONG TERM BOND) BLV 663,269,000 6,460,200 0.72%
VANGUARD SCOTTSDALE FDS    (MORTG-BACK SEC) VMBS 660,655,000 12,404,336 0.72%
ISHARES TR    (RUS 1000 VAL ETF) IWD 613,350,000 4,782,085 0.67%
ISHARES TR    (CORE S&P MCP ETF) IJH 592,935,000 3,068,544 0.64%
SPDR SERIES TRUST    (S&P 400 MDCP GRW) EMG 559,140,000 10,408,419 0.61%
SPDR SERIES TRUST    (S&P 400 MDCP VAL) EMV 533,407,000 10,393,741 0.58%
ISHARES TR    (USA MOMENTUM FCT) 515,164,000 4,320,032 0.56%
MICROSOFT CORP    (COM) MSFT 490,524,000 3,528,187 0.53%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 477,143,000 9,236,219 0.52%
ISHARES TR    (CORE S&P SCP ETF) IJR 474,486,000 6,095,654 0.51%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 463,110,000 18,428,587 0.50%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 456,086,000 3,920,621 0.49%
ISHARES TR    (20 YR TR BD ETF) TLT 440,237,000 3,076,862 0.48%
ISHARES TR    (IBOXX HI YD ETF) HYG 423,003,000 4,852,617 0.46%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 411,944,000 8,733,176 0.45%
ISHARES TR    (GLOBAL TECH ETF) IXN 403,999,000 2,184,132 0.44%
ISHARES TR    (3 7 YR TREAS BD) IEI 396,581,000 3,127,611 0.43%
ISHARES TR    (IBOXX INV CP ETF) LQD 384,845,000 3,018,862 0.42%
ISHARES TR    (NATIONAL MUN ETF) MUB 354,212,000 3,104,400 0.38%
ISHARES TR    (RUS 1000 ETF) IWB 345,719,000 2,101,125 0.37%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 331,266,000 4,087,179 0.36%
APPLE INC    (COM) AAPL 330,693,000 1,476,506 0.36%
ISHARES TR    (JPMORGAN USD EMG) EMB 328,696,000 2,899,835 0.35%
ISHARES TR    (1 3 YR TREAS BD) SHY 324,783,000 3,829,089 0.35%
ISHARES TR    (RUS MID CAP ETF) IWR 317,832,000 5,680,649 0.34%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 316,325,000 9,897,516 0.34%
SPDR SERIES TRUST    (PORTFLI MORTGAGE) MBG 316,295,000 12,040,151 0.34%
SPDR SERIES TRUST    (S&P 600 SMCP VAL) DSV 304,682,000 4,973,582 0.33%
INVESCO QQQ TR    (UNIT SER 1) 300,046,000 1,589,143 0.32%
ISHARES TR    (USA QUALITY FCTR) QUAL 290,584,000 3,144,843 0.31%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 285,965,000 1,858,244 0.31%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 278,684,000 2,988,573 0.30%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 275,494,000 8,518,663 0.30%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 261,230,000 2,027,397 0.28%
VISA INC    (COM CL A) V 256,611,000 1,491,838 0.28%
ISHARES TR    (FLTG RATE NT ETF) FLOT 255,513,000 5,013,004 0.27%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 248,554,000 4,981,051 0.27%
VANGUARD INDEX FDS    (MID CAP ETF) VO 239,759,000 1,430,541 0.26%
ISHARES TR    (RUSSELL 2000 ETF) IWM 238,304,000 1,574,626 0.26%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 233,230,000 2,144,839 0.25%
ISHARES TR    (SP SMCP600VL ETF) IJS 225,814,000 1,503,523 0.24%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 225,192,000 1,697,512 0.24%
HOME DEPOT INC    (COM) HD 223,819,000 964,652 0.24%
ISHARES TR    (CORE MSCI TOTAL) IXUS 217,600,000 3,767,321 0.23%
ISHARES TR    (SH TR CRPORT ETF) CSJ 215,869,000 4,022,160 0.23%
MASTERCARD INC    (CL A) MA 212,409,000 782,152 0.23%
JPMORGAN CHASE & CO    (COM) JPM 210,962,000 1,792,526 0.23%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 204,872,000 1,821,567 0.22%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 204,069,000 2,505,753 0.22%
AMAZON COM INC    (COM) AMZN 200,607,000 115,563 0.21%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 194,819,000 2,658,551 0.21%
ISHARES TR    (EAFE VALUE ETF) EFV 194,238,000 4,100,447 0.21%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 192,397,000 1,702,631 0.21%
DBX ETF TR    (XTRACK USD HIGH) 188,230,000 3,758,594 0.20%
ISHARES TR    (EAFE SML CP ETF) SCZ 185,031,000 3,233,112 0.20%
FACEBOOK INC    (CL A) FB 183,785,000 1,032,038 0.20%
ISHARES TR    (CORE DIV GRWTH) DGRO 181,583,000 4,639,329 0.19%
ISHARES TR    (PFD AND INCM SEC) PFF 179,370,000 4,779,366 0.19%
ALPHABET INC    (CAP STK CL A) GOOGL 179,297,000 146,827 0.19%
MEDTRONIC PLC    (SHS) MDT 178,667,000 1,644,881 0.19%
VANGUARD GROUP    (DIV APP ETF) VIG 178,642,000 1,493,915 0.19%
CISCO SYS INC    (COM) CSCO 174,816,000 3,538,063 0.19%
CHEVRON CORP NEW    (COM) CVX 173,980,000 1,466,947 0.19%
ISHARES TR    (MSCI ACWI ETF) ACWI 169,887,000 2,303,554 0.18%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 169,051,000 1,647,672 0.18%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 167,941,000 922,551 0.18%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 167,053,000 1,417,387 0.18%
ALPHABET INC    (CAP STK CL C) GOOG 163,348,000 134,002 0.17%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 161,559,000 839,920 0.17%
ISHARES TR    (SELECT DIVID ETF) DVY 157,916,000 1,548,957 0.17%
JOHNSON & JOHNSON    (COM) JNJ 157,588,000 1,218,024 0.17%
VERIZON COMMUNICATIONS INC    (COM) VZ 157,570,000 2,610,502 0.17%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 155,181,000 1,047,741 0.16%
ISHARES TR    (TIPS BD ETF) TIP 154,401,000 1,327,724 0.16%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 152,271,000 2,682,725 0.16%
STARBUCKS CORP    (COM) SBUX 151,400,000 1,712,287 0.16%
ISHARES TR    (RUS 2000 GRW ETF) IWO 148,730,000 771,699 0.16%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 147,414,000 2,737,497 0.16%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 146,600,000 1,652,204 0.16%
DISNEY WALT CO    (COM DISNEY) DIS 146,093,000 1,121,032 0.15%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 143,410,000 689,405 0.15%
AT&T INC    (COM) T 139,442,000 3,685,047 0.15%
ZOETIS INC    (CL A) ZTS 139,272,000 1,117,842 0.15%
NIKE INC    (CL B) NKE 139,267,000 1,482,829 0.15%
PEPSICO INC    (COM) PEP 137,457,000 1,002,604 0.15%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 135,966,000 1,688,388 0.14%
EXXON MOBIL CORP    (COM) XOM 133,284,000 1,887,613 0.14%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 132,928,000 2,713,369 0.14%
ISHARES TR    (CORE S&P US GWT) IWZ 132,102,000 2,101,191 0.14%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 130,029,000 1,419,681 0.14%
COMCAST CORP NEW    (CL A) CMCSA 129,829,000 2,879,967 0.14%
ISHARES TR    (RUS 2000 VAL ETF) IWN 129,058,000 1,080,796 0.14%
UNITEDHEALTH GROUP INC    (COM) UNH 127,264,000 585,605 0.13%
PROCTER & GAMBLE CO    (COM) PG 125,982,000 1,012,878 0.13%
ADOBE INC    (COM) ADBE 124,459,000 450,529 0.13%
SPDR SERIES TRUST    (DJ REIT ETF) RWR 123,593,000 1,181,912 0.13%
ISHARES TR    (MSCI EMG MKT ETF) EEM 123,145,000 3,013,078 0.13%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 121,304,000 2,145,462 0.13%
ISHARES TR    (RUS MDCP VAL ETF) IWS 120,542,000 1,343,832 0.13%
ISHARES TR    (CORE S&P US VLU) IWW 118,523,000 2,050,569 0.12%
ISHARES TR    (RUS MD CP GR ETF) IWP 117,673,000 832,494 0.12%
MERCK & CO INC    (COM) MRK 116,998,000 1,389,851 0.12%
PFIZER INC    (COM) PFE 115,306,000 3,209,175 0.12%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 109,240,000 1,687,361 0.11%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 108,402,000 1,188,095 0.11%
SPDR SERIES TRUST    (PORTFOLIO INTRMD) ITR 107,691,000 3,052,479 0.11%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 107,689,000 1,753,325 0.11%
TEXAS INSTRS INC    (COM) TXN 106,131,000 821,189 0.11%
SPDR SERIES TRUST    (PORTFOLIO AGRGTE) LAG 105,199,000 3,549,229 0.11%
SPDR SERIES TRUST    (S&P 600 SMCP GRW) DSG 105,116,000 1,763,984 0.11%
WELLS FARGO CO NEW    (COM) WFC 104,919,000 2,080,072 0.11%
WALMART INC    (COM) WMT 104,303,000 878,855 0.11%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 102,976,000 1,142,523 0.11%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 102,819,000 626,334 0.11%
ORACLE CORP    (COM) ORCL 102,637,000 1,865,116 0.11%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 101,983,000 2,194,119 0.11%
ISHARES TR    (S&P SML 600 GWT) IJT 98,241,000 550,739 0.10%
ABBVIE INC    (COM) ABBV 97,549,000 1,288,285 0.10%
ISHARES TR    (CORE TOTAL USD) IUSB 96,839,000 1,847,725 0.10%
ISHARES TR    (EDGE MSCI USA VL) VLUE 96,266,000 1,173,403 0.10%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 95,555,000 1,650,342 0.10%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 94,682,000 876,035 0.10%
INTEL CORP    (COM) INTC 94,594,000 1,835,707 0.10%
COCA COLA CO    (COM) KO 94,177,000 1,729,920 0.10%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 93,877,000 1,855,637 0.10%
AMGEN INC    (COM) AMGN 93,747,000 484,456 0.10%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 90,545,000 902,018 0.09%
ISHARES TR    (S&P MC 400GR ETF) IJK 88,668,000 396,089 0.09%
PHILIP MORRIS INTL INC    (COM) PM 88,143,000 1,160,850 0.09%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 87,918,000 544,653 0.09%
UNION PACIFIC CORP    (COM) UNP 87,310,000 539,019 0.09%
NEXTERA ENERGY INC    (COM) NEE 87,278,000 374,599 0.09%
BLACKROCK INC    (COM) BLK 87,118,000 195,491 0.09%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 87,066,000 854,004 0.09%
ALTRIA GROUP INC    (COM) MO 86,897,000 2,124,610 0.09%
ISHARES TR    (S&P MC 400VL ETF) IJJ 86,073,000 538,290 0.09%
INVESCO EXCHNG TRADED FD TR    (SR LN ETF) 85,826,000 3,799,282 0.09%
UNITED PARCEL SERVICE INC    (CL B) UPS 85,630,000 714,657 0.09%
CHUBB LIMITED    (COM) CB 85,164,000 527,526 0.09%
TJX COS INC NEW    (COM) TJX 85,161,000 1,527,830 0.09%
UNITED TECHNOLOGIES CORP    (COM) UTX 83,427,000 611,097 0.09%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 81,605,000 280,168 0.08%
ABBOTT LABS    (COM) ABT 80,875,000 966,589 0.08%
BANK AMER CORP    (COM) BAC 80,840,000 2,771,325 0.08%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 80,643,000 2,073,613 0.08%
SUN CMNTYS INC    (COM) SUI 79,767,000 537,335 0.08%
AMERICAN TOWER CORP NEW    (COM) AMT 79,591,000 359,929 0.08%
GILEAD SCIENCES INC    (COM) GILD 78,578,000 1,239,791 0.08%
ISHARES TR    (INTRM GOV CR ETF) GVI 78,116,000 689,950 0.08%
LOWES COS INC    (COM) LOW 78,084,000 710,109 0.08%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 77,766,000 2,230,182 0.08%
SPDR INDEX SHS FDS    (MSCI ACWI EXUS) CWI 77,423,000 3,220,577 0.08%
PHILLIPS 66    (COM) PSX 77,204,000 753,941 0.08%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 76,504,000 633,840 0.08%
DOLLAR GEN CORP NEW    (COM) DG 76,084,000 478,695 0.08%
TARGET CORP    (COM) TGT 75,986,000 710,751 0.08%
SHERWIN WILLIAMS CO    (COM) SHW 75,542,000 137,382 0.08%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 75,478,000 2,695,651 0.08%
SPDR SERIES TRUST    (PORTFOLIO LN TSR) TLO 75,226,000 1,833,451 0.08%
PAYPAL HLDGS INC    (COM) PYPL 73,380,000 708,373 0.08%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 72,633,000 1,325,908 0.07%
ISHARES TR    (USD INV GRDE ETF) CFT 72,558,000 1,244,985 0.07%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 71,792,000 526,603 0.07%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 71,691,000 332,597 0.07%
LAUDER ESTEE COS INC    (CL A) EL 70,944,000 356,592 0.07%
HONEYWELL INTL INC    (COM) HON 70,865,000 418,823 0.07%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 70,275,000 1,207,478 0.07%
LOCKHEED MARTIN CORP    (COM) LMT 69,909,000 179,227 0.07%
DUKE ENERGY CORP NEW    (COM NEW) DUK 69,839,000 728,552 0.07%
CROWN CASTLE INTL CORP NEW    (COM) CCI 69,827,000 502,317 0.07%
GOLDMAN SACHS ETF TR    (ACCESS INVT GR) 69,651,000 1,329,019 0.07%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 69,244,000 2,064,533 0.07%
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Next >Full Portfolio View
Total Value As 2019-09-30: 91,462,295,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
ENVESTNET ASSET MANAGEMENT INC

Matching performance of ENVESTNET ASSET MANAGEMENT INC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*