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

As of Q1 2021, Financial Engines Advisors L.L.C. holds 268 positions in their 13F portfolio.

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

VUG at 8.8% of portfolio, worth $2.8B.

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

$32B as of Q1 2021, tracked across 268 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 2021?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q1 2021 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 2021

SEC EDGAR SourceSEC Filings

Top Holdings268 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	11M	$2.8B	8.8%	—	$21.44	+94.16%	10 qtrssince 2018-Q4	Increased 62
SCHF ETF SCHWAB INTL EQUITY ETF	68.4M	$2.6B	8.0%	—	$12.38	+30.37%	10 qtrssince 2018-Q4	Increased 65
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	90.3M	$2.3B	7.3%	—	$21.68	+0.06%	7 qtrssince 2019-Q3	Increased 72
SCHV ETF SCHWAB US LARGE-CAP VALUE	33.5M	$2.2B	6.8%	—	$14.40	+35.76%	10 qtrssince 2018-Q4	Decreased 0
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	12.1M	$1.8B	5.7%	—	$95.24	+45.57%	10 qtrssince 2018-Q4	Decreased 0
SPYV ETF SPDR SERIES TRUST	47.6M	$1.8B	5.6%	—	$28.06	+22.89%	7 qtrssince 2019-Q3	Increased 72
SCHG ETF SCHWAB US LARGE-CAP GROWTH	12.9M	$1.7B	5.2%	—	$9.39	+66.58%	10 qtrssince 2018-Q4	Decreased 0
IGIB ETF ISHARES TR	26.7M	$1.6B	4.9%	—	$47.17	+2.01%	7 qtrssince 2019-Q3	Increased 76
XT ETF ISHARES TR	26.2M	$1.6B	4.9%	—	$29.08	+82.01%	10 qtrssince 2018-Q4	Decreased 0
KOMP ETF SPDR SERIES TRUST	17.4M	$1.2B	3.7%	—	$29.71	+106.17%	9 qtrssince 2019-Q1	Decreased 0
LQD ETF ISHARES IBOXX INVESTMENT GRA	6.1M	$794.7M	2.5%	—	$87.80	+20.93%	10 qtrssince 2018-Q4	Increased 58
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	23M	$731.2M	2.3%	—	$20.47	+32.69%	10 qtrssince 2018-Q4	Decreased 0
SCHH ETF SCHWAB US REIT ETF	17.2M	$704.8M	2.2%	—	$17.13	+5.39%	10 qtrssince 2018-Q4	Increased 64
IJH ETF ISHARES CORE S&P MIDCAP ETF	2.7M	$700.3M	2.2%	—	$29.57	+64.07%	10 qtrssince 2018-Q4	Decreased 0
IEI ETF ISHARES 3-7 YEAR TREASURY BO	5.2M	$672.8M	2.1%	—	$112.55	+1.22%	10 qtrssince 2018-Q4	Decreased 0
SPTL ETF SPDR SERIES TRUST	15.7M	$610.9M	1.9%	—	$35.67	-7.93%	10 qtrssince 2018-Q4	Increased 74
SPDW ETF SPDR INDEX SHS FDS	17.1M	$606M	1.9%	—	$26.37	+14.93%	9 qtrssince 2019-Q1	Increased 63
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	5.3M	$574.8M	1.8%	—	$65.01	+53.97%	9 qtrssince 2019-Q1	Increased 51
SCHM ETF SCHWAB US MID CAP ETF	7.2M	$538.3M	1.7%	—	$17.52	+30.99%	10 qtrssince 2018-Q4	Increased 60
VWO ETF VANGUARD FTSE EMERGING MARKETS	9.7M	$503.6M	1.6%	—	$38.49	+14.72%	5 qtrssince 2020-Q1	Increased 56