Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2024
Top Holdings331 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | 73.9M | $3.7B | 8.3% | $31.41 | +53.76% | 19 qtrssince 2019-Q3 | Decreased 0 |
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 167.3M | $3.6B | 8.2% | $21.03 | -5.66% | 19 qtrssince 2019-Q3 | Increased 65 |
VANGUARD GROWTH ETF | 8.9M | $3.1B | 6.9% | $23.55 | +141.04% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 77M | $3B | 6.8% | $13.25 | +37.86% | 22 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 50.5M | $2.6B | 5.9% | $46.44 | -0.63% | 19 qtrssince 2019-Q3 | Increased 65 |
SPDR INDEX SHS FDS | 59.5M | $2.1B | 4.8% | $28.25 | +18.74% | 21 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 33.2M | $2B | 4.5% | $33.55 | +63.44% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 9.8M | $1.8B | 4.0% | $95.67 | +81.23% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US MID CAP ETF | 21.1M | $1.7B | 3.9% | $20.47 | +29.14% | 22 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 33.3M | $1.6B | 3.6% | $37.30 | +25.34% | 21 qtrssince 2019-Q1 | Increased 59 |
SPDR PORTFOLIO S&P 500 GROWT | 21.7M | $1.6B | 3.6% | $52.66 | +37.40% | 19 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB US LARGE-CAP VALUE | 19M | $1.4B | 3.3% | $14.97 | +62.81% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 24.4M | $1.2B | 2.8% | $17.97 | +38.02% | 20 qtrssince 2019-Q2 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 10.6M | $1.2B | 2.6% | $93.46 | +5.03% | 22 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 39M | $1.1B | 2.5% | $31.20 | -18.44% | 22 qtrssince 2018-Q4 | Increased 60 |
SCHWAB US LARGE-CAP GROWTH | 11.4M | $1.1B | 2.4% | $14.17 | +62.42% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US REIT ETF | 50.7M | $1B | 2.3% | $19.19 | +0.02% | 22 qtrssince 2018-Q4 | Increased 57 |
SPDR PORTFOLIO S&P 600 SMALL | 21.6M | $928.4M | 2.1% | $31.94 | +30.42% | 18 qtrssince 2019-Q4 | Increased 56 |
VANGUARD FTSE EMERGING MARKETS | 21.5M | $898.2M | 2.0% | $39.27 | +0.24% | 17 qtrssince 2020-Q1 | Increased 58 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 7.9M | $868.9M | 2.0% | $77.61 | +37.87% | 21 qtrssince 2019-Q1 | Increased 51 |
Financial Engines Advisors L.L.C. manages $44.4B across 331 positions as of Q1 2024. Top holdings: SPYV (8.3%), SPMB (8.2%), VUG (6.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 48 new positions, 35 exits, 131 increased. Top move: SPMB (INCREASED, conviction 65). Portfolio: $44.4B across 331 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