Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q1 2025
Top Holdings429 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 183.7M | $4B | 8.7% | $20.97 | -0.28% | 23 qtrssince 2019-Q3 | Increased 62 |
SPDR SERIES TRUST | 78.8M | $4B | 8.6% | $32.55 | +53.20% | 23 qtrssince 2019-Q3 | Increased 62 |
SCHWAB INTL EQUITY ETF | 170.4M | $3.4B | 7.2% | $15.84 | +21.71% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 57.6M | $3B | 6.5% | $46.61 | +5.34% | 23 qtrssince 2019-Q3 | Increased 63 |
VANGUARD GROWTH ETF | 7.3M | $2.7B | 5.8% | $23.55 | +160.98% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 65.2M | $2.4B | 5.1% | $28.83 | +23.04% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 34.3M | $2B | 4.2% | $34.47 | +55.56% | 26 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 8.8M | $1.6B | 3.5% | $95.67 | +92.06% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWT | 19.7M | $1.6B | 3.4% | $52.66 | +51.47% | 23 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 33.3M | $1.5B | 3.3% | $37.53 | +22.90% | 25 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB US MID CAP ETF | 58.8M | $1.5B | 3.3% | $24.84 | +4.09% | 26 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP VALUE | 53.3M | $1.4B | 3.0% | $21.90 | +18.29% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 48M | $1.3B | 2.8% | $30.11 | -14.31% | 26 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 47M | $1.3B | 2.7% | $22.87 | +15.99% | 24 qtrssince 2019-Q2 | Decreased 0 |
SCHWAB US REIT ETF | 54.2M | $1.2B | 2.5% | $19.21 | +8.09% | 26 qtrssince 2018-Q4 | Increased 55 |
ISHARES IBOXX INVESTMENT GRA | 10.7M | $1.2B | 2.5% | $93.60 | +9.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 24.2M | $1.1B | 2.4% | $39.73 | +10.96% | 21 qtrssince 2020-Q1 | Increased 56 |
SPDR SERIES TRUST | 35.8M | $1B | 2.2% | $26.80 | +1.02% | 23 qtrssince 2019-Q3 | Increased 55 |
SCHWAB US LARGE-CAP GROWTH | 38.2M | $956.2M | 2.1% | $24.30 | +2.69% | 26 qtrssince 2018-Q4 | Decreased 0 |
SPDR PORTFOLIO S&P 600 SMALL | 22.6M | $919.5M | 2.0% | $32.37 | +23.76% | 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 Rating: 4.5/5.0.
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