Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2020
Top Holdings230 positions
VANGUARD INDEX FDS | 13.6M | $2.8B | 12.1% | $21.34 | +52.46% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 15.9M | $1.8B | 7.8% | $95.05 | +5.29% | 7 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 34.1M | $1.7B | 7.5% | $14.27 | +1.52% | 7 qtrssince 2018-Q4 | Increased 83 |
SCHWAB STRATEGIC TR | 54.8M | $1.6B | 7.1% | $11.73 | +6.23% | 7 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 15.6M | $1.6B | 6.9% | $9.47 | +30.29% | 7 qtrssince 2018-Q4 | Increased 80 |
ISHARES TR | 31.5M | $1.4B | 6.1% | $29.08 | +35.97% | 7 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 51.3M | $1.4B | 6.0% | $21.23 | +2.35% | 4 qtrssince 2019-Q3 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 6.5M | $870.8M | 3.8% | $85.91 | +24.36% | 7 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 22.5M | $838.7M | 3.7% | $29.58 | +16.14% | 6 qtrssince 2019-Q1 | Increased 84 |
ISHARES TR | 13.5M | $812.8M | 3.6% | $45.65 | +5.45% | 4 qtrssince 2019-Q3 | Increased 76 |
ISHARES TR | 4M | $710.7M | 3.1% | $29.63 | +9.94% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5M | $673.9M | 2.9% | $112.23 | +3.78% | 7 qtrssince 2018-Q4 | Increased 65 |
SCHWAB STRATEGIC TR | 26M | $632.6M | 2.8% | $20.42 | +0.46% | 7 qtrssince 2018-Q4 | Increased 65 |
SPDR SER TR | 20.3M | $587.5M | 2.6% | $24.82 | +2.49% | 4 qtrssince 2019-Q3 | Increased 86 |
SPDR INDEX SHS FDS | 15.8M | $460.1M | 2.0% | $24.49 | +1.20% | 7 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 10.2M | $359.5M | 1.6% | $17.22 | -13.71% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 4.2M | $326.4M | 1.4% | $56.28 | +11.00% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.4M | $301.6M | 1.3% | $27.82 | 0.00% | 1 qtr | New 71 |
SPDR SER TR | 5.4M | $290.4M | 1.3% | $49.85 | +1.89% | 7 qtrssince 2018-Q4 | Increased 79 |
SPDR SER TR | 9.5M | $252.5M | 1.1% | $23.65 | +1.44% | 3 qtrssince 2019-Q4 | Increased 78 |
Financial Engines Advisors L.L.C. manages $22.9B across 230 positions as of Q2 2020. Top holdings: VUG (12.1%), IWD (7.8%), SCHV (7.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 99 new positions, 19 exits, 59 increased. Top move: SPYV (INCREASED, conviction 86). Portfolio: $22.9B across 230 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR