Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2024
Top Holdings331 positions
SPDR SERIES TRUST | 73.9M | $3.7B | 8.3% | $31.06 | +53.60% | 19 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 167.3M | $3.6B | 8.2% | $20.82 | -5.66% | 19 qtrssince 2019-Q3 | Increased 65 |
Vanguard Morningstar Growth ETF | 8.9M | $3.1B | 6.9% | $23.53 | +141.04% | 22 qtrssince 2018-Q4 | Decreased 0 |
Schwab International Equity ETF | 77M | $3B | 6.8% | $13.15 | +38.01% | 22 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 50.5M | $2.6B | 5.9% | $46.04 | -0.63% | 19 qtrssince 2019-Q3 | Increased 65 |
SPDR INDEX SHS FDS | 59.5M | $2.1B | 4.8% | $27.78 | +19.06% | 21 qtrssince 2019-Q1 | Increased 60 |
iShares Future Exponential Technologies ETF | 33.2M | $2B | 4.5% | — | — | 22 qtrssince 2018-Q4 | Decreased 0 |
iShares Russell 1000 Value ETF | 9.8M | $1.8B | 4.0% | $95.48 | +79.68% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 21.1M | $1.7B | 3.9% | $20.36 | +29.17% | 22 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 33.3M | $1.6B | 3.6% | $37.15 | +25.29% | 21 qtrssince 2019-Q1 | Increased 59 |
SPDR SERIES TRUST | 21.7M | $1.6B | 3.6% | $52.50 | +37.32% | 19 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB STRATEGIC TR | 19M | $1.4B | 3.3% | $14.93 | +61.76% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 24.4M | $1.2B | 2.8% | $17.90 | +37.82% | 20 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 10.6M | $1.2B | 2.6% | $92.27 | +5.03% | 22 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 39M | $1.1B | 2.5% | $30.85 | -18.44% | 22 qtrssince 2018-Q4 | Increased 60 |
SCHWAB STRATEGIC TR | 11.4M | $1.1B | 2.4% | $9.95 | +130.74% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 50.7M | $1B | 2.3% | $17.40 | +8.89% | 22 qtrssince 2018-Q4 | Increased 57 |
SPDR SERIES TRUST | 21.6M | $928.4M | 2.1% | $31.70 | +29.94% | 18 qtrssince 2019-Q4 | Increased 56 |
Vanguard FTSE Emerging Markets ETF | 21.5M | $898.2M | 2.0% | $39.19 | +0.13% | 17 qtrssince 2020-Q1 | Increased 58 |
iShares Core S&P Small Cap ETF | 7.9M | $868.9M | 2.0% | $76.96 | +37.88% | 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 Score: 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
Best and worst performing positions by estimated return
Top Winners
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