엔베스트넷 자산운용은 Envestnet PMC라는 이름으로도 활동하며, 어드바이저가 모델·제3자 운용사·통합관리계정을 조합하도록 돕는 플랫폼형 자문사입니다. 13F에서는 개별 종목의 방향성보다 모델 포트폴리오 교체와 고객계정 리밸런싱이 한꺼번에 나타날 수 있다는 점을 염두에 두면 좋습니다.

엔베스트넷 자산운용

ENVESTNET ASSET MANAGEMENT INC

ISHARES CORE S&P 500 ETF

ISHRS US E F R A ETF-USD INC

ISHR CR UNVRSE USD BD ETF-UI

MICROSOFT CORP

ISHARES S&P 500 GROWTH ETF

VANGUARD S&P 500 ETF

ISHARES MSCI USA QUALITY FAC

VANGUARD FTSE DEVELOPED ETF

ISHARES CORE MSCI EMERGING

ISHARES S&P 500 VALUE ETF

NVIDIA CORP

ISHARES MSCI EAFE VALUE ETF

VANGUARD MRNGSTR VAL ETF-AUI

VANGUARD MRNGSTAR GR ETF-SUI

ISHARES S&P 100 ETF

ISHARES CORE U.S. AGGREGATE

ISHARES CORE MSCI EAFE ETF

APPLE INC

AMAZON COM INC

ISHARES MBS ETF

ISHARES 10-20 YEAR TREASURY

ISHARES RUSSELL 1000 GROWTH

ISHARES CORE S&P MIDCAP ETF

BROADCOM INC

JPMORGAN CHASE & CO

VANGUARD TOTAL INTL BOND ETF

META PLATFORMS INC

VANGUARD SHORT-TERM BOND ETF

SCHWAB US LARGE-CAP GROWTH

VANGUARD FTSE EMERGING MARKE

ISHRS AI IN AND TECH ACT ETF

VG MORNINGSTAR TS MKT ETF-US

ISHARES U.S. THEMATIC ROTATI

INVESCO NASDAQ 100 ETF

ALPHABET INC

INVESCO QQQ TRUST SERIES 1

ISHARES US TREASURY BOND ETF

ISHARES CORE S&P SMALL-CAP E

SS SPDR S&P 500 ETF TRUST-US

VANGUARD TOTAL BOND MARKET

ISHARES MSCI USA MOMENTUM FA

VANGUARD INTERMEDIATE-TERM B

ISHARES RUSSELL 1000 ETF

ISHARES NATIONAL MUNI BOND E

ALPHABET INC-CL C

ISHARES GOLD TRUST

SS TECHNOLOGY SELECT SECTOR

ISHARES FLEX I A ETF-USD INC

VISA INC-CLASS A SHARES

ISHARES RUSSELL 1000 VALUE E

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