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 |
State Street SPDR S&P 500 Valu | 78.8M | $4B | 8.6% | $32.19 | +54.35% | 23 qtrssince 2019-Q3 | Increased 62 |
Schwab International Equity ET | 170.4M | $3.4B | 7.2% | $13.70 | +38.56% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES 5-10Y INV GRADE CORP | 57.6M | $3B | 6.5% | $46.21 | +5.34% | 23 qtrssince 2019-Q3 | Increased 63 |
Vanguard Morningstar Growth ET | 7.3M | $2.7B | 5.8% | $23.53 | +160.98% | 26 qtrssince 2018-Q4 | Decreased 0 |
State Street SPDR Portfolio De | 65.2M | $2.4B | 5.1% | $28.36 | +22.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 34.3M | $2B | 4.2% | — | — | 26 qtrssince 2018-Q4 | Decreased 0 |
Ishares Tr Russell 1000 Value | 8.8M | $1.6B | 3.5% | $95.48 | +92.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
State Street SPDR S&P 500 Grow | 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 U.S. Mid-Cap ETF | 58.8M | $1.5B | 3.3% | $21.59 | +19.20% | 26 qtrssince 2018-Q4 | Decreased 0 |
Schwab U.S. Large-Cap Value ET | 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 US REIT ETF | 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 INTL EQUITY INDEX F | 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 US Large-Cap Growth ETF | 38.2M | $956.2M | 2.1% | $10.85 | +129.51% | 26 qtrssince 2018-Q4 | Decreased 0 |
SS SPDR P S&P 600 SMALL CAP | 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
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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
Verify source filings on SEC EDGAR