Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2022
Top Holdings305 positions
SPDR SER TR | 132.9M | $3.2B | 8.5% | $21.31 | -4.48% | 11 qtrssince 2019-Q3 | Increased 70 |
VANGUARD INDEX FDS | 10.9M | $3.1B | 8.4% | $22.72 | +105.78% | 14 qtrssince 2018-Q4 | Increased 65 |
SCHWAB STRATEGIC TR | 76.5M | $2.8B | 7.5% | $12.93 | +24.60% | 14 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 60.2M | $2.5B | 6.7% | $29.58 | +28.79% | 11 qtrssince 2019-Q3 | Increased 63 |
ISHARES TR | 36.4M | $2B | 5.3% | $47.55 | -3.91% | 11 qtrssince 2019-Q3 | Increased 65 |
SCHWAB STRATEGIC TR | 25.9M | $1.8B | 4.9% | $14.91 | +44.69% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 11M | $1.8B | 4.9% | $95.05 | +60.22% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 29.6M | $1.7B | 4.7% | $32.17 | +68.48% | 14 qtrssince 2018-Q4 | Increased 63 |
SCHWAB STRATEGIC TR | 18.8M | $1.4B | 3.8% | $9.95 | +84.26% | 14 qtrssince 2018-Q4 | Increased 93 |
SPDR SERIES TRUST | 23.9M | $1.2B | 3.3% | $36.10 | +35.57% | 13 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 10.2M | $1.2B | 3.3% | $92.61 | +8.16% | 14 qtrssince 2018-Q4 | Increased 86 |
SPDR INDEX SHS FDS | 31.4M | $1.1B | 2.9% | $28.22 | +5.59% | 13 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 34.4M | $855.8M | 2.3% | $17.24 | +26.57% | 14 qtrssince 2018-Q4 | Increased 87 |
SPDR SERIES TRUST | 12.9M | $853.4M | 2.3% | $53.26 | +19.88% | 11 qtrssince 2019-Q3 | Increased 60 |
SCHWAB STRATEGIC TR | 11M | $834.2M | 2.2% | $19.81 | +19.52% | 14 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 21.7M | $822M | 2.2% | $35.17 | -8.48% | 14 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 7M | $760.5M | 2.0% | $73.90 | +36.04% | 13 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INTL EQUITY INDEX F | 16.1M | $744M | 2.0% | $39.93 | +0.86% | 9 qtrssince 2020-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 24.2M | $673.3M | 1.8% | $21.30 | +14.94% | 14 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 15M | $658.4M | 1.8% | $17.60 | +18.11% | 12 qtrssince 2019-Q2 | Increased 55 |
Financial Engines Advisors L.L.C. manages $37.5B across 305 positions as of Q1 2022. Top holdings: SPMB (8.5%), VUG (8.4%), SCHF (7.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 62 new positions, 24 exits, 144 increased. Top move: SCHG (INCREASED, conviction 93). Portfolio: $37.5B across 305 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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Top Losers
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