Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2025
Top Holdings429 positions
SPDR SERIES TRUST | 183.7M | $4B | 8.7% | $20.76 | -0.28% | 23 qtrssince 2019-Q3 | Increased 62 |
SPDR SERIES TRUST | 78.8M | $4B | 8.6% | $32.19 | +54.35% | 23 qtrssince 2019-Q3 | Increased 62 |
Schwab International Equity ETF | 170.4M | $3.4B | 7.2% | $13.70 | +38.56% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 57.6M | $3B | 6.5% | $46.21 | +5.34% | 23 qtrssince 2019-Q3 | Increased 63 |
Vanguard Morningstar Growth ETF | 7.3M | $2.7B | 5.8% | $23.53 | +160.98% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 65.2M | $2.4B | 5.1% | $28.36 | +22.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
iShares Future Exponential Technologies ETF | 34.3M | $2B | 4.2% | — | — | 26 qtrssince 2018-Q4 | Decreased 0 |
iShares Russell 1000 Value ETF | 8.8M | $1.6B | 3.5% | $95.48 | +92.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 19.7M | $1.6B | 3.4% | $52.50 | +51.85% | 23 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 33.3M | $1.5B | 3.3% | $37.37 | +21.81% | 25 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 58.8M | $1.5B | 3.3% | $21.59 | +19.20% | 26 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 53.3M | $1.4B | 3.0% | $15.39 | +68.40% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 48M | $1.3B | 2.8% | $29.77 | -14.31% | 26 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 47M | $1.3B | 2.7% | $19.33 | +37.32% | 24 qtrssince 2019-Q2 | Decreased 0 |
SCHWAB STRATEGIC TR | 54.2M | $1.2B | 2.5% | $17.53 | +18.14% | 26 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 10.7M | $1.2B | 2.5% | $92.41 | +9.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
Vanguard FTSE Emerging Markets ETF | 24.2M | $1.1B | 2.4% | $39.63 | +10.77% | 21 qtrssince 2020-Q1 | Increased 56 |
SPDR SERIES TRUST | 35.8M | $1B | 2.2% | $26.62 | +1.02% | 23 qtrssince 2019-Q3 | Increased 55 |
SCHWAB STRATEGIC TR | 38.2M | $956.2M | 2.1% | $10.85 | +129.51% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 22.6M | $919.5M | 2.0% | $32.12 | +23.82% | 22 qtrssince 2019-Q4 | Increased 51 |
Financial Engines Advisors L.L.C. manages $46.6B across 429 positions as of Q1 2025. Top holdings: SPMB (8.7%), SPYV (8.6%), SCHF (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 22 new positions, 35 exits, 124 increased. Top move: IGIB (INCREASED, conviction 63). Portfolio: $46.6B across 429 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