Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2026
Top Holdings552 positions
SPDR SER TR | 82.9M | $5B | 9.0% | $33.42 | +88.86% | 28 qtrssince 2019-Q3 | Increased 63 |
SPDR SER TR | 196.9M | $4.4B | 7.8% | $20.81 | +2.77% | 28 qtrssince 2019-Q3 | Increased 65 |
SCHWAB STRATEGIC TR | 147.7M | $4.1B | 7.3% | $13.70 | +97.17% | 31 qtrssince 2018-Q4 | Decreased 0 |
iShares 5-10 Yr Investment Grade Corporate Bd ETF | 69.3M | $3.7B | 6.5% | $47.60 | +6.77% | 28 qtrssince 2019-Q3 | Increased 68 |
Vanguard Morningstar Growth ETF | 38.9M | $3.3B | 5.9% | $23.59 | +280.54% | 31 qtrssince 2018-Q4 | Increased 100 |
SPDR INDEX SHS FDS | 52M | $2.6B | 4.7% | $28.36 | +74.64% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 29.5M | $2.4B | 4.3% | $34.71 | +140.08% | 31 qtrssince 2018-Q4 | Decreased 0 |
Vanguard FTSE Emerging Markets | 34.7M | $2.1B | 3.7% | $45.70 | +28.65% | 26 qtrssince 2020-Q1 | Increased 79 |
SPDR SERIES TRUST | 28.2M | $2B | 3.6% | $37.87 | +68.58% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 16.4M | $1.9B | 3.5% | $52.80 | +132.34% | 28 qtrssince 2019-Q3 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE E | 7.9M | $1.9B | 3.4% | $95.48 | +168.25% | 31 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 51.8M | $1.9B | 3.4% | $21.75 | +58.82% | 31 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 46.5M | $1.6B | 2.9% | $15.39 | +121.94% | 31 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 59M | $1.5B | 2.7% | $29.12 | -16.03% | 31 qtrssince 2018-Q4 | Increased 59 |
SCHWAB STRATEGIC TR | 41.9M | $1.5B | 2.7% | $19.33 | +91.76% | 29 qtrssince 2019-Q2 | Decreased 0 |
SCHWAB STRATEGIC TR | 59.8M | $1.4B | 2.5% | $17.85 | +25.40% | 31 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 48.1M | $1.4B | 2.4% | $26.95 | +1.89% | 28 qtrssince 2019-Q3 | Increased 59 |
SCHWAB STRATEGIC TR | 39.2M | $1.3B | 2.4% | $13.90 | +158.42% | 31 qtrssince 2018-Q4 | Increased 63 |
iShares iBoxx Investment Grade Corporate Bond ETF | 11.4M | $1.2B | 2.2% | $93.95 | +10.16% | 31 qtrssince 2018-Q4 | Increased 57 |
iShares Core S&P Small-Cap ETF | 7.4M | $1.1B | 1.9% | $82.76 | +65.76% | 30 qtrssince 2019-Q1 | Decreased 0 |
Financial Engines Advisors L.L.C. manages $56.3B across 552 positions as of Q2 2026. Top holdings: SPYV (9.0%), SPMB (7.8%), SCHF (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 44 new positions, 22 exits, 229 increased. Top move: VUG (INCREASED, conviction 100). Portfolio: $56.3B across 552 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR