Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 05-10-2024 | 03-31-2024 | 4170 | 267,852,554,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $15,628,597,186 | 29,727,421 | 0.01 | 0.01 | -2,888,652 | -8.86 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 2 | $6,126,025,527 | 134,372,133 | 0.00 | 0.00 | 27,817,314 | 26.11 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $5,952,055,184 | 12,382,058 | 0.00 | 0.00 | -1,130,162 | -8.36 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4 | $4,747,507,895 | 94,628,421 | 0.00 | 0.00 | 9,153,894 | 10.71 | 03-31-2024 |
