How many stocks does Financial Engines Advisors L.L.C. own?

As of Q1 2020, Financial Engines Advisors L.L.C. holds 150 positions in their 13F portfolio.

What is Financial Engines Advisors L.L.C.'s largest holding?

VUG at 12.3% of portfolio, worth $2.3B.

What is Financial Engines Advisors L.L.C.'s total portfolio value?

$18.6B as of Q1 2020, tracked across 150 holdings.

Is Financial Engines Advisors L.L.C. a hedge fund?

Financial Engines Advisors L.L.C. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Financial Engines Advisors L.L.C. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Financial Engines Advisors L.L.C.'s portfolio changed in Q1 2020?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q1 2020 on HoldingsIntel.

What is Financial Engines Advisors L.L.C.'s investment strategy?

Financial Engines Advisors L.L.C. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Financial Engines Advisors L.L.C.

Institutional investor · Portfolio as of Q1 2020

SEC EDGAR SourceSEC Filings

Top Holdings150 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	14.6M	$2.3B	12.3%	—	$21.36	+17.96%	6 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	71M	$1.8B	9.9%	—	$11.80	-8.01%	6 qtrssince 2018-Q4	Increased 74
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	17.4M	$1.7B	9.3%	—	$95.24	-5.31%	6 qtrssince 2018-Q4	Decreased 0
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	52.8M	$1.4B	7.6%	—	$21.53	+0.81%	3 qtrssince 2019-Q3	Increased 100
XT ETF ISHARES TR	32.7M	$1.2B	6.3%	—	$29.08	+10.59%	6 qtrssince 2018-Q4	Decreased 0
SCHV ETF SCHWAB US LARGE-CAP VALUE	23.8M	$1.1B	5.7%	—	$14.24	-8.27%	6 qtrssince 2018-Q4	Increased 66
SCHG ETF SCHWAB US LARGE-CAP GROWTH	11.5M	$919.6M	4.9%	—	$8.42	+16.59%	6 qtrssince 2018-Q4	Decreased 0
LQD ETF ISHARES IBOXX INVESTMENT GRA	7.1M	$873.8M	4.7%	—	$86.65	+13.35%	6 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	4.3M	$622.8M	3.3%	—	$29.57	-9.58%	6 qtrssince 2018-Q4	Increased 60
IEI ETF ISHARES 3-7 YEAR TREASURY BO	4.2M	$558.1M	3.0%	—	$111.37	+4.01%	6 qtrssince 2018-Q4	Increased 87
IGIB ETF ISHARES TR	9.9M	$542.6M	2.9%	—	$44.75	-2.95%	3 qtrssince 2019-Q3	Increased 68
MDYV ETF SPDR SERIES TRUST	12.1M	$514.3M	2.8%	—	$40.77	-21.17%	6 qtrssince 2018-Q4	Increased 58
TFI ETF SPDR NUVEEN ICE MUNI BD ETF	13.2M	$469M	2.5%	—	$40.78	+4.31%	6 qtrssince 2018-Q4	Increased 62
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	21.4M	$442.8M	2.4%	—	$20.43	-15.47%	6 qtrssince 2018-Q4	Increased 56
KOMP ETF SPDR SERIES TRUST	13.9M	$395.1M	2.1%	—	$26.72	-1.36%	5 qtrssince 2019-Q1	Increased 86
SCHH ETF SCHWAB US REIT ETF	12.1M	$394.7M	2.1%	—	$17.45	-19.08%	6 qtrssince 2018-Q4	Increased 63
NANR ETF SPDR INDEX SHS FDS	17.7M	$387.9M	2.1%	—	$24.49	-23.96%	6 qtrssince 2018-Q4	Decreased 0
VNQ ETF VANGUARD REAL ESTATE ETF ETF	4.5M	$313.1M	1.7%	—	$57.23	+0.46%	6 qtrssince 2018-Q4	Decreased 0
SPYV ETF SPDR SERIES TRUST	10.4M	$268.2M	1.4%	—	$24.83	-6.49%	3 qtrssince 2019-Q3	Increased 78
SLYV ETF SS SPDR S&P 600 SC VAL ETF	6.3M	$258.5M	1.4%	—	$46.64	-21.81%	6 qtrssince 2018-Q4	Increased 57