Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2019
Top Holdings101 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 17.8M | $2.9B | 17.1% | $21.36 | +22.06% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 17.8M | $2.3B | 13.3% | $95.06 | +16.71% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 41.7M | $1.6B | 9.4% | $29.03 | +17.80% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 8.7M | $1.1B | 6.3% | $86.65 | +11.40% | 3 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP GROWTH | 11.6M | $964.9M | 5.6% | $8.33 | +20.58% | 3 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP VALUE | 17.2M | $963.8M | 5.6% | $13.77 | +14.93% | 3 qtrssince 2018-Q4 | Increased 62 |
SCHWAB SHORT-TERM US TREAS | 16.9M | $853.9M | 5.0% | $20.75 | +1.50% | 3 qtrssince 2018-Q4 | Increased 59 |
ISHARES CORE S&P MIDCAP ETF | 4.2M | $810M | 4.7% | $29.60 | +18.97% | 3 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 20.6M | $669.2M | 3.9% | $24.33 | +13.63% | 3 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 10.7M | $581.9M | 3.4% | $41.18 | +10.32% | 3 qtrssince 2018-Q4 | Decreased 0 |
SPDR NUVEEN ICE MUNI BD ETF | 10.7M | $548.6M | 3.2% | $40.36 | +4.02% | 3 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB EMRG MRKTS EQTY ETF | 17M | $447M | 2.6% | $20.51 | +4.52% | 3 qtrssince 2018-Q4 | Increased 55 |
VANGUARD REAL ESTATE ETF ETF | 5M | $442.8M | 2.6% | $57.23 | +19.45% | 3 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US REIT ETF | 8.9M | $397.4M | 2.3% | $17.92 | +2.86% | 3 qtrssince 2018-Q4 | Decreased 0 |
SS SPDR S&P 600 SC VAL ETF | 4.9M | $299.6M | 1.8% | $48.17 | +10.75% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES 3-7 YEAR TREASURY BO | 2M | $251.6M | 1.5% | $103.34 | +4.24% | 3 qtrssince 2018-Q4 | Increased 48 |
SCHWAB INTL EQUITY ETF | 52.9M | $177.2M | 1.0% | $11.80 | +11.24% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES S&P MID-CAP 400 VALU | 1.1M | $171.4M | 1.0% | $60.24 | +16.69% | 3 qtrssince 2018-Q4 | Increased 48 |
SCHWAB US MID CAP ETF | 2.5M | $144.3M | 0.8% | $14.66 | +17.47% | 3 qtrssince 2018-Q4 | Increased 44 |
LEGG MASON ETF INVT | 4.5M | $144M | 0.8% | $22.15 | +13.66% | 3 qtrssince 2018-Q4 | Decreased 0 |
Financial Engines Advisors L.L.C. manages $17.1B across 101 positions as of Q2 2019. Top holdings: VUG (17.1%), IWD (13.3%), XT (9.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 3 new positions, 6 exits, 50 increased. Top move: SCHV (INCREASED, conviction 62). Portfolio: $17.1B across 101 positions.
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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