0001214659-25-006567
ENVESTNET ASSET MANAGEMENT INC
Total Value: $310,167,797,425
Total Holdings: 4343
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPValueSharesShare PriceInvestment% of Portfolio
ISHARES TRCORE S&P500 ETF464287200$20,056,573,36335,694,204SOLE
ISHARES TRCORE TOTAL USD46434V613$6,551,022,743142,166,292SOLE
VANGUARD INDEX FDSS&P 500 ETF SHS922908363$6,053,809,38011,779,902SOLE
ISHARES TRMSCI USA QLT FCT46432F339$5,443,439,24131,853,469SOLE
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858$5,019,356,68398,747,918SOLE
ISHARES TRCORE US AGGBD ET464287226$4,796,572,58948,489,412SOLE
ISHARES TRS&P 500 GRWT ETF464287309$4,463,224,10348,079,544SOLE
VANGUARD BD INDEX FDSSHORT TRM BOND921937827$4,215,142,62953,846,993SOLE
MICROSOFT CORPCOM594918104$3,961,203,34910,552,235SOLE
ISHARES TRS&P 500 VAL ETF464287408$3,553,106,00918,643,646SOLE
VANGUARD INDEX FDSVALUE ETF922908744$3,491,729,35420,213,786SOLE
BLACKROCK ETF TRUSTISHARES US EQUIT09290C103$3,350,686,25568,717,930SOLE
VANGUARD INDEX FDSGROWTH ETF922908736$2,984,371,2748,048,032SOLE
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF92203J407$2,938,360,84260,187,645SOLE
APPLE INCCOM037833100$2,791,425,19112,566,629SOLE
ISHARES TRCORE MSCI EAFE46432F842$2,765,765,13236,560,015SOLE
ISHARES TREAFE VALUE ETF464288877$2,755,379,53346,748,889SOLE
ISHARES TRMBS ETF464288588$2,495,827,42926,613,643SOLE
AMAZON COM INCCOM023135106$2,400,163,93812,615,179SOLE
ISHARES TRMSCI USA MMENTM46432F396$2,333,711,72911,545,598SOLE
NVIDIA CORPORATIONCOM67066G104$2,275,427,18320,994,899SOLE
ISHARES INCCORE MSCI EMKT46434G103$2,124,023,88439,355,640SOLE
ISHARES TRNATIONAL MUN ETF464288414$2,052,533,99119,466,369SOLE
ISHARES TRCORE S&P MCP ETF464287507$1,987,180,24534,056,217SOLE
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858$1,982,639,10943,805,548SOLE
ISHARES TRRUS 1000 GRW ETF464287614$1,882,992,1635,214,745SOLE
ISHARES TRCORE S&P SCP ETF464287804$1,862,427,52217,810,343SOLE
JPMORGAN CHASE & CO.COM46625H100$1,736,160,2167,077,702SOLE
DIMENSIONAL ETF TRUSTUS CORE EQUITY 225434V708$1,722,286,06352,206,307SOLE
ISHARES TRUS TREAS BD ETF46429B267$1,703,599,67274,117,889SOLE
ISHARES TREAFE GRWTH ETF464288885$1,681,273,30116,812,733SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$1,658,293,8196,033,670SOLE
ISHARES TR10-20 YR TRS ETF464288653$1,488,440,42414,346,414SOLE
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835$1,487,464,24320,251,385SOLE
META PLATFORMS INCCL A30303M102$1,471,858,0502,553,713SOLE
VISA INCCOM CL A92826C839$1,457,539,4864,158,933SOLE
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF46138G649$1,437,760,3267,448,763SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$1,437,012,8112,568,893SOLE
ISHARES TRU.S. TECH ETF464287721$1,421,474,26910,121,577SOLE
VANGUARD BD INDEX FDSINTERMED TERM921937819$1,385,335,86918,092,410SOLE
INVESCO QQQ TRUNIT SER 146090E103$1,374,730,1362,931,694SOLE
ISHARES TRRUS 1000 ETF464287622$1,369,990,9384,466,294SOLE
ISHARES INCMSCI EMRG CHN46434G764$1,270,674,36423,065,427SOLE
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V724$1,255,884,55530,475,238SOLE
ISHARES TRRUS 1000 VAL ETF464287598$1,230,964,3366,542,115SOLE
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300$1,208,444,30848,260,555SOLE
ISHARES TR7-10 YR TRSY BD464287440$1,182,410,63412,398,140SOLE
UNITEDHEALTH GROUP INCCOM91324P102$1,173,129,6692,239,866SOLE
DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V831$1,160,957,73135,031,917SOLE
SELECT SECTOR SPDR TRFINANCIAL81369Y605$1,153,605,52523,160,119SOLE