Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2023
Top Holdings283 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 143.1M | $3.2B | 8.4% | $21.31 | -8.06% | 15 qtrssince 2019-Q3 | Increased 67 |
VANGUARD GROWTH ETF | 11.6M | $2.9B | 7.7% | $23.55 | +73.62% | 18 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 70.2M | $2.9B | 7.6% | $30.83 | +23.15% | 15 qtrssince 2019-Q3 | Increased 65 |
SCHWAB INTL EQUITY ETF | 77M | $2.7B | 7.1% | $13.09 | +20.17% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 41.8M | $2.1B | 5.7% | $46.86 | -5.99% | 15 qtrssince 2019-Q3 | Increased 66 |
ISHARES TR | 33.6M | $1.8B | 4.7% | $33.55 | +41.41% | 18 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 52M | $1.7B | 4.4% | $27.92 | +4.09% | 17 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 10.2M | $1.6B | 4.1% | $95.24 | +49.74% | 18 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP VALUE | 19.9M | $1.3B | 3.5% | $14.95 | +35.52% | 18 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 30.4M | $1.3B | 3.4% | $36.75 | +9.48% | 17 qtrssince 2019-Q1 | Increased 61 |
SCHWAB US MID CAP ETF | 17.8M | $1.2B | 3.2% | $20.09 | +6.00% | 18 qtrssince 2018-Q4 | Increased 62 |
SPDR PORTFOLIO S&P 500 GROWT | 21.5M | $1.2B | 3.2% | $52.33 | +2.03% | 15 qtrssince 2019-Q3 | Increased 65 |
ISHARES IBOXX INVESTMENT GRA | 10.3M | $1.1B | 3.0% | $93.47 | +1.33% | 18 qtrssince 2018-Q4 | Increased 58 |
SCHWAB US LARGE-CAP GROWTH | 16.1M | $1B | 2.8% | $14.17 | +11.67% | 18 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 23.3M | $921.6M | 2.4% | $17.75 | +5.91% | 16 qtrssince 2019-Q2 | Increased 60 |
SPDR SERIES TRUST | 28.8M | $890.3M | 2.4% | $33.27 | -18.30% | 18 qtrssince 2018-Q4 | Increased 59 |
SCHWAB US REIT ETF | 41.5M | $808.8M | 2.1% | $19.42 | -10.31% | 18 qtrssince 2018-Q4 | Increased 62 |
VANGUARD FTSE EMERGING MARKETS | 18.2M | $737.1M | 2.0% | $39.46 | -6.61% | 13 qtrssince 2020-Q1 | Increased 51 |
SPDR PORTFOLIO S&P 600 SMALL | 18.3M | $692.3M | 1.8% | $30.90 | +14.13% | 14 qtrssince 2019-Q4 | Increased 53 |
SPDR SERIES TRUST | 23.1M | $668.8M | 1.8% | $27.31 | -6.37% | 15 qtrssince 2019-Q3 | Increased 54 |
Financial Engines Advisors L.L.C. manages $37.7B across 283 positions as of Q1 2023. Top holdings: SPMB (8.4%), VUG (7.7%), SPYV (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 23 new positions, 29 exits, 107 increased. Top move: SPMB (INCREASED, conviction 67). Portfolio: $37.7B across 283 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