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ENVESTNET ASSET MANAGEMENT INC
| Location | Illinois |
| Latest Filing Date | 2024-08-08 |
| Latest Quarterly Report Date | 2024-06-30 |
| AUM in USD | 287.0 bil. |
| Number of equities | 4146 |
Assets Under Management in USD
Number of Holdings
Top 4146 holdings for ENVESTNET ASSET MANAGEMENT INC
| Stock | Amount | Change in Shares 1 yr |
Value in USD |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 36046952 | 1.6% | 19.7 bil. |
| VANGUARD S&P 500 ETF | 12542242 | -21.1% | 6.3 bil. |
| ISHARES CORE TOTAL BOND ETF | 131303147 | -0.0% | 5.9 bil. |
| ISHARES MSCI USA QUALITY FAC | 28038014 | -18.7% | 4.8 bil. |
| VANGUARD FTSE DEVELOPED ETF | 94561349 | 0.9% | 4.7 bil. |
| MICROSOFT Corp | 10265992 | 31.9% | 4.6 bil. |
| ISHARES S&P 500 GROWTH ETF | 49022359 | 249.9% | 4.5 bil. |
| ISHARES CORE U.S. AGGREGATE | 44077554 | -9.6% | 4.3 bil. |
| VANGUARD SHORT-TERM BOND ETF | 50291492 | -26.0% | 3.9 bil. |
| VANGUARD VALUE ETF | 20094536 | -6.1% | 3.2 bil. |
| VANGUARD GROWTH ETF | 8348089 | -17.0% | 3.1 bil. |
| BLACKROCK US EQY FCTR ROTATE | 64115092 | NEW | 3.0 bil. |
| ISHARES CORE MSCI EAFE ETF | 38878766 | -15.5% | 2.8 bil. |
| ISHARES MSCI EAFE GROWTH ETF | 26597234 | -18.9% | 2.7 bil. |
| VANGUARD TOTAL INTL BOND ETF | 55431348 | 2.8% | 2.7 bil. |
| APPLE Inc | 12564265 | 26.4% | 2.6 bil. |
| NVIDIA Corp | 20361087 | 979.9% | 2.5 bil. |
| AMAZON.COM Inc | 12493482 | 38.3% | 2.4 bil. |
| ISHARES MBS ETF | 25036908 | -17.9% | 2.3 bil. |
| ISHARES S&P 500 VALUE ETF | 12380397 | 206.2% | 2.3 bil. |
| ISHARES NATIONAL MUNI BOND E | 18518502 | -6.8% | 2.0 bil. |
| ISHARES RUSSELL 1000 GROWTH | 5147669 | -1.7% | 1.9 bil. |
| ISHARES CORE S&P SMALL-CAP E | 17112936 | 70.5% | 1.8 bil. |
| VANGUARD FTSE EMERGING MARKE | 41669426 | 6.1% | 1.8 bil. |
| ISHARES USTECHNOLOGY ETF | 11813520 | -22.6% | 1.8 bil. |
| ISHARES CORE MSCI EMERGING | 33066167 | -42.3% | 1.8 bil. |
| VANGUARD TOTAL STOCK MKT ETF | 6492167 | -19.2% | 1.7 bil. |
| DIMENSIONAL US CORE EQUITY 2 | 53433075 | 28.2% | 1.7 bil. |
| INVESCO QQQ TRUST SERIES 1 | 3219644 | -28.1% | 1.5 bil. |
| ISHARES MSCI USA MOMENTUM FA | 7895907 | 19.0% | 1.5 bil. |
| INVESCO NASDAQ 100 ETF | 7760864 | 135.0% | 1.5 bil. |
| ISHARES 20+ YEAR TREASURY BD | 16418016 | 139.7% | 1.5 bil. |
| SPDR S&P 500 ETF TRUST | 2713012 | -16.0% | 1.5 bil. |
| JPMORGAN CHASE & CO | 7286705 | 42.6% | 1.5 bil. |
| ISHARES CORE S&P MIDCAP ETF | 24275880 | 753.1% | 1.4 bil. |
| VANGUARD TOTAL BOND MARKET | 18943959 | -14.6% | 1.4 bil. |
| ISHARES RUSSELL 1000 ETF | 4513476 | -3.1% | 1.3 bil. |
| ISHARES MSCI EAFE VALUE ETF | 25159990 | -45.5% | 1.3 bil. |
| ALPHABET INC-CL C | 7091805 | 30.7% | 1.3 bil. |
| ISHARES US TREASURY BOND ETF | 57384743 | -55.7% | 1.3 bil. |
| ALPHABET INC-CL A | 6816038 | 31.7% | 1.2 bil. |
| VANGUARD INTERMEDIATE-TERM B | 16506501 | -21.2% | 1.2 bil. |
| TECHNOLOGY SELECT SECT SPDR | 5431458 | 16.2% | 1.2 bil. |
| ISHARES 7-10 YEAR TREASURY B | 12943561 | -4.4% | 1.2 bil. |
| ISHARES MSCI EMR MRK EX CHNA | 20081369 | 2418.5% | 1.2 bil. |
| BROADCOM Inc | 707043 | 14.2% | 1.1 bil. |
| ISHARES RUSSELL 1000 VALUE E | 6320932 | 4.3% | 1.1 bil. |
| VISA INC-CLASS A SHARES | 4187922 | 34.6% | 1.1 bil. |
| VANGUARD SMALL-CAP ETF | 4998082 | 25.6% | 1.1 bil. |
| UNITEDHEALTH GROUP Inc | 2134151 | 34.6% | 1.1 bil. |
| META PLATFORMS INC-CLASS A | 2117677 | 38.0% | 1.1 bil. |
| DIMENSIONAL US MARKETWIDE VA | 27141458 | 68.1% | 1.1 bil. |
| SCHWAB US LARGE-CAP GROWTH | 9977923 | 63.0% | 1.0 bil. |
| SPDR PORTFOLIO S&P 500 GROWT | 12065732 | 177.6% | 966.8 mil. |
| MERCK & CO. Inc | 7693065 | 27.1% | 952.4 mil. |
| DIMENSIONAL US HIGH PROFI ET | 29430960 | 101.0% | 941.5 mil. |
| MASTERCARD INC - A | 2072790 | 47.0% | 914.4 mil. |
| HEALTH CARE SELECT SECTOR | 6196522 | 0.8% | 903.1 mil. |
| VANGUARD MORTGAGE-BACKED SEC | 19115115 | -2.7% | 867.8 mil. |
| ABBVIE Inc | 5051598 | 54.6% | 866.5 mil. |
| HOME DEPOT Inc | 2515241 | 22.9% | 865.8 mil. |
| CHEVRON Corp | 5288013 | 56.3% | 827.2 mil. |
| ELI LILLY & CO | 895054 | 36.4% | 810.4 mil. |
| INVESCO S&P 500 QUALITY ETF | 12655241 | 2017.7% | 804.1 mil. |
| VANGUARD INT-TERM CORPORATE | 10027030 | 160.2% | 801.5 mil. |
| BLACKROCK FLEXIBLE INC ETF | 14607725 | NEW | 762.5 mil. |
| ISHARES CORE INTL STOCK ETF | 11236083 | 16.4% | 759.1 mil. |
| ISHARES MSCI INTERNATIONAL Q | 18881950 | -17.3% | 737.3 mil. |
| ISHA CURR HEDGED MSCI EAFE | 20504390 | 100.5% | 729.0 mil. |
| VANGUARD TOTAL INTL STOCK | 11656959 | -19.4% | 702.9 mil. |
| ISHARES MSCI INTL MOMENTUM F | 18153075 | 38.6% | 702.3 mil. |
| SPDR BLOOMBERG 1-3 MONTH T-B | 7547084 | 70.4% | 692.7 mil. |
| ISHARES MSCI EAFE ETF | 8765455 | 18.7% | 686.6 mil. |
| VANGUARD MID-CAP ETF | 2814769 | 19.0% | 681.5 mil. |
| ACCENTURE PLC-CL A | 2245479 | 27.4% | 681.3 mil. |
| SPDR PORTFOLIO S&P 500 ETF | 10281461 | 141.4% | 658.0 mil. |
| VANGUARD S/T CORP BOND ETF | 8439323 | 12.8% | 652.1 mil. |
| ISHARES SHORT-TERM NATIONAL | 6188248 | -8.4% | 647.0 mil. |
| INTUIT Inc | 978663 | 35.7% | 643.2 mil. |
| VANGUARD LONG-TERM BOND ETF | 9124184 | -25.1% | 641.3 mil. |
| TAIWAN SEMICONDUCTOR-SP ADR | 3649288 | 107.8% | 634.3 mil. |
| JOHNSON & JOHNSON | 4283347 | 32.3% | 626.1 mil. |
| DIMENSIONAL INTERNATIONAL CO | 23786933 | 68.8% | 625.4 mil. |
| VANGUARD FTSE ALL-WORLD EX-U | 10454368 | 4.3% | 613.0 mil. |
| ISHARES RUSSELL TOP 200 GROW | 2852098 | -65.6% | 611.8 mil. |
| NOVO-NORDISK A/S-SPONS ADR | 4254180 | 140.0% | 607.2 mil. |
| VANGUARD HIGH DVD YIELD ETF | 5000642 | 3.4% | 593.1 mil. |
| PHILIP MORRIS INTERNATIONAL | 5755075 | 48.2% | 583.2 mil. |
| COSTCO WHOLESALE Corp | 666013 | 25.7% | 566.1 mil. |
| COMM SERV SELECT SECTOR SPDR | 6367437 | 25.9% | 545.4 mil. |
| BLACKROCK Inc | 685456 | 19.4% | 539.7 mil. |
| THE PROCTER & GAMBLE CO | 3252469 | 44.5% | 536.4 mil. |
| AVANTIS US SMALL CAP EQUITY | 10630989 | 177.8% | 530.6 mil. |
| EXXON MOBIL Corp | 4588817 | 43.3% | 528.3 mil. |
| DIMENSIONAL INTERNATIONAL VA | 14657246 | 81.7% | 526.8 mil. |
| SERVICENOW Inc | 663627 | 19.1% | 522.1 mil. |
| ISHARES CORE DIVIDEND GROWTH | 9006470 | 0.0% | 518.9 mil. |
| VANGUARD EXTENDED MARKET ETF | 3046805 | -28.5% | 514.3 mil. |
| ORACLE Corp | 3591830 | 91.7% | 507.2 mil. |
| BERKSHIRE HATHAWAY INC-CL B | 1241572 | 10.4% | 505.1 mil. |