Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2019
Top Holdings104 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 18.4M | $2.9B | 15.7% | $21.36 | +16.55% | 2 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 18.1M | $2.2B | 12.2% | $95.06 | +12.65% | 2 qtrssince 2018-Q4 | Increased 62 |
SCHWAB INTL EQUITY ETF | 53.4M | $1.7B | 9.1% | $11.80 | +7.68% | 2 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 42.5M | $1.6B | 8.8% | $29.03 | +14.91% | 2 qtrssince 2018-Q4 | Increased 63 |
ISHARES IBOXX INVESTMENT GRA | 8.8M | $1B | 5.7% | $86.65 | +5.69% | 2 qtrssince 2018-Q4 | Increased 67 |
SCHWAB US LARGE-CAP VALUE | 17.1M | $937M | 5.1% | $13.76 | +11.34% | 2 qtrssince 2018-Q4 | Increased 69 |
SCHWAB US LARGE-CAP GROWTH | 11.6M | $922.6M | 5.0% | $8.33 | +14.82% | 2 qtrssince 2018-Q4 | Increased 68 |
SCHWAB SHORT-TERM US TREAS | 16.8M | $841.6M | 4.6% | $20.75 | +0.09% | 2 qtrssince 2018-Q4 | Increased 94 |
ISHARES CORE S&P MIDCAP ETF | 4.3M | $805.1M | 4.4% | $29.60 | +15.45% | 2 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 20.6M | $671.8M | 3.7% | $24.33 | +12.77% | 2 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 10.9M | $571.5M | 3.1% | $41.18 | +7.65% | 2 qtrssince 2018-Q4 | Increased 89 |
SPDR NUVEEN ICE MUNI BD ETF | 10.7M | $539.6M | 2.9% | $40.36 | +1.69% | 2 qtrssince 2018-Q4 | Increased 79 |
VANGUARD REAL ESTATE ETF ETF | 5.2M | $448.1M | 2.4% | $57.23 | +17.65% | 2 qtrssince 2018-Q4 | Increased 53 |
SCHWAB EMRG MRKTS EQTY ETF | 16.7M | $434.8M | 2.4% | $20.50 | +3.05% | 2 qtrssince 2018-Q4 | Increased 86 |
SCHWAB US REIT ETF | 9M | $400.7M | 2.2% | $17.92 | +2.08% | 2 qtrssince 2018-Q4 | Increased 86 |
SS SPDR S&P 600 SC VAL ETF | 5M | $298.9M | 1.6% | $48.17 | +9.56% | 2 qtrssince 2018-Q4 | Increased 62 |
ISHARES 3-7 YEAR TREASURY BO | 2M | $246.3M | 1.3% | $103.34 | +1.56% | 2 qtrssince 2018-Q4 | Increased 57 |
ISHARES S&P MID-CAP 400 VALU | 1.1M | $167.7M | 0.9% | $60.18 | +14.48% | 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 RUSSELL 2000 GROWTH | 710,365 | $139.7M | 0.8% | $159.14 | +18.17% | 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 Rating: 4.5/5.0.
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
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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