Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2022
Top Holdings305 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 132.9M | $3.2B | 8.5% | $21.56 | -4.63% | 11 qtrssince 2019-Q3 | Increased 70 |
VANGUARD GROWTH ETF | 10.9M | $3.1B | 8.4% | $22.75 | +105.78% | 14 qtrssince 2018-Q4 | Increased 65 |
SCHWAB INTL EQUITY ETF | 76.5M | $2.8B | 7.5% | $13.02 | +26.43% | 14 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 60.2M | $2.5B | 6.7% | $29.93 | +30.63% | 11 qtrssince 2019-Q3 | Increased 63 |
ISHARES TR | 36.4M | $2B | 5.3% | $47.55 | -3.91% | 11 qtrssince 2019-Q3 | Increased 65 |
SCHWAB US LARGE-CAP VALUE | 25.9M | $1.8B | 4.9% | $14.95 | +47.69% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 11M | $1.8B | 4.9% | $95.24 | +64.02% | 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 US LARGE-CAP GROWTH | 18.8M | $1.4B | 3.8% | $14.17 | +31.65% | 14 qtrssince 2018-Q4 | Increased 93 |
SPDR SERIES TRUST | 23.9M | $1.2B | 3.3% | $36.29 | +37.68% | 13 qtrssince 2019-Q1 | Increased 68 |
ISHARES IBOXX INVESTMENT GRA | 10.2M | $1.2B | 3.3% | $93.40 | +8.16% | 14 qtrssince 2018-Q4 | Increased 86 |
SPDR INDEX SHS FDS | 31.4M | $1.1B | 2.9% | $28.76 | +6.70% | 13 qtrssince 2019-Q1 | Increased 62 |
SCHWAB US REIT ETF | 34.4M | $855.8M | 2.3% | $19.87 | +12.51% | 14 qtrssince 2018-Q4 | Increased 87 |
SPDR PORTFOLIO S&P 500 GROWT | 12.9M | $853.4M | 2.3% | $53.41 | +21.92% | 11 qtrssince 2019-Q3 | Increased 60 |
SCHWAB US MID CAP ETF | 11M | $834.2M | 2.2% | $19.92 | +21.17% | 14 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 21.7M | $822M | 2.2% | $35.44 | -8.48% | 14 qtrssince 2018-Q4 | Increased 58 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 7M | $760.5M | 2.0% | $74.53 | +37.43% | 13 qtrssince 2019-Q1 | Increased 64 |
VANGUARD FTSE EMERGING MARKETS | 16.1M | $744M | 2.0% | $40.00 | +2.65% | 9 qtrssince 2020-Q1 | Increased 64 |
SCHWAB EMRG MRKTS EQTY ETF | 24.2M | $673.3M | 1.8% | $21.36 | +16.76% | 14 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 15M | $658.4M | 1.8% | $17.68 | +19.94% | 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 Rating: 4.5/5.0.
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
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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