Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2019
Top Holdings104 positions
Vanguard Morningstar Growth ETF | 18.4M | $2.9B | 15.7% | $21.34 | +16.55% | 2 qtrssince 2018-Q4 | Increased 63 |
iShares Russell 1000 Value ETF | 18.1M | $2.2B | 12.2% | $94.88 | +11.67% | 2 qtrssince 2018-Q4 | Increased 62 |
Schwab International Equity ETF | 53.4M | $1.7B | 9.1% | $11.75 | +7.49% | 2 qtrssince 2018-Q4 | Increased 81 |
iShares Future Exponential Technologies ETF | 42.5M | $1.6B | 8.8% | — | — | 2 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 8.8M | $1B | 5.7% | $85.54 | +5.69% | 2 qtrssince 2018-Q4 | Increased 67 |
SCHWAB STRATEGIC TR | 17.1M | $937M | 5.1% | $13.74 | +10.48% | 2 qtrssince 2018-Q4 | Increased 69 |
SCHWAB STRATEGIC TR | 11.6M | $922.6M | 5.0% | $8.39 | +13.85% | 2 qtrssince 2018-Q4 | Increased 68 |
SCHWAB STRATEGIC TR | 16.8M | $841.6M | 4.6% | $20.56 | +0.09% | 2 qtrssince 2018-Q4 | Increased 94 |
iShares Core S&P Mid-Cap ETF | 4.3M | $805.1M | 4.4% | $29.67 | +14.24% | 2 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 20.6M | $671.8M | 3.7% | $24.24 | +12.22% | 2 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 10.9M | $571.5M | 3.1% | $40.81 | +7.16% | 2 qtrssince 2018-Q4 | Increased 89 |
SPDR SERIES TRUST | 10.7M | $539.6M | 2.9% | $40.11 | +1.69% | 2 qtrssince 2018-Q4 | Increased 79 |
Vanguard Real Estate ETF | 5.2M | $448.1M | 2.4% | $56.28 | +17.34% | 2 qtrssince 2018-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 16.7M | $434.8M | 2.4% | $20.45 | +3.14% | 2 qtrssince 2018-Q4 | Increased 86 |
SCHWAB STRATEGIC TR | 9M | $400.7M | 2.2% | $17.71 | +2.04% | 2 qtrssince 2018-Q4 | Increased 86 |
SPDR SERIES TRUST | 5M | $298.9M | 1.6% | $47.63 | +9.23% | 2 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 2M | $246.3M | 1.3% | $102.68 | +1.56% | 2 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 1.1M | $167.7M | 0.9% | $60.08 | +13.43% | 2 qtrssince 2018-Q4 | Increased 44 |
LEGG MASON ETF INVT | 4.6M | $146.2M | 0.8% | $22.15 | +11.43% | 2 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 710,365 | $139.7M | 0.8% | $160.42 | +16.91% | 2 qtrssince 2018-Q4 | Increased 43 |
Financial Engines Advisors L.L.C. manages $18.3B across 104 positions as of Q1 2019. Top holdings: VUG (15.7%), IWD (12.2%), SCHF (9.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 11 new positions, 9 exits, 50 increased. Top move: SCHO (INCREASED, conviction 94). Portfolio: $18.3B across 104 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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