How many stocks does Financial Engines Advisors L.L.C. own?

As of Q2 2021, Financial Engines Advisors L.L.C. holds 203 positions in their 13F portfolio.

What is Financial Engines Advisors L.L.C.'s largest holding?

VUG at 9.2% of portfolio, worth $3.2B.

What is Financial Engines Advisors L.L.C.'s total portfolio value?

$34.5B as of Q2 2021, tracked across 203 holdings.

Is Financial Engines Advisors L.L.C. a hedge fund?

Financial Engines Advisors L.L.C. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Financial Engines Advisors L.L.C. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Financial Engines Advisors L.L.C.'s portfolio changed in Q2 2021?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q2 2021 on HoldingsIntel.

What is Financial Engines Advisors L.L.C.'s investment strategy?

Financial Engines Advisors L.L.C. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Financial Engines Advisors L.L.C.

Institutional investor · Portfolio as of Q2 2021

SEC EDGAR SourceSEC Filings

Top Holdings203 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	11M	$3.2B	9.2%	—	$21.44	+116.91%	11 qtrssince 2018-Q4	Increased 62
SCHF ETF SCHWAB INTL EQUITY ETF	72M	$2.8B	8.2%	—	$12.61	+35.82%	11 qtrssince 2018-Q4	Increased 65
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	105.7M	$2.7B	7.9%	—	$21.69	+0.38%	8 qtrssince 2019-Q3	Increased 72
SPYV ETF SPDR SERIES TRUST	51.8M	$2B	5.9%	—	$28.70	+24.75%	8 qtrssince 2019-Q3	Increased 68
SCHV ETF SCHWAB US LARGE-CAP VALUE	28.2M	$1.9B	5.6%	—	$14.40	+42.08%	11 qtrssince 2018-Q4	Decreased 0
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	11.9M	$1.9B	5.5%	—	$95.24	+51.85%	11 qtrssince 2018-Q4	Decreased 0
IGIB ETF ISHARES TR	29.8M	$1.8B	5.2%	—	$47.41	+4.29%	8 qtrssince 2019-Q3	Increased 69
XT ETF ISHARES TR	27.1M	$1.7B	5.0%	—	$29.97	+91.82%	11 qtrssince 2018-Q4	Increased 60
SCHG ETF SCHWAB US LARGE-CAP GROWTH	10.6M	$1.6B	4.5%	—	$9.39	+90.97%	11 qtrssince 2018-Q4	Decreased 0
KOMP ETF SPDR SERIES TRUST	18.2M	$1.2B	3.5%	—	$31.22	+102.07%	10 qtrssince 2019-Q1	Increased 61
LQD ETF ISHARES IBOXX INVESTMENT GRA	6.2M	$827.4M	2.4%	—	$87.98	+25.43%	11 qtrssince 2018-Q4	Increased 55
SCHH ETF SCHWAB US REIT ETF	16.7M	$763.1M	2.2%	—	$17.13	+17.71%	11 qtrssince 2018-Q4	Decreased 0
SPDW ETF SPDR INDEX SHS FDS	20.7M	$762.3M	2.2%	—	$27.37	+17.40%	10 qtrssince 2019-Q1	Increased 65
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	23.2M	$761.7M	2.2%	—	$20.52	+39.50%	11 qtrssince 2018-Q4	Increased 55
SPTL ETF SPDR SERIES TRUST	17.7M	$729.2M	2.1%	—	$35.59	-1.78%	11 qtrssince 2018-Q4	Increased 61
IJH ETF ISHARES CORE S&P MIDCAP ETF	2.6M	$710.4M	2.1%	—	$29.57	+69.99%	11 qtrssince 2018-Q4	Decreased 0
SCHM ETF SCHWAB US MID CAP ETF	8.3M	$647.8M	1.9%	—	$18.38	+32.42%	11 qtrssince 2018-Q4	Increased 57
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	5.6M	$635.4M	1.8%	—	$67.31	+55.24%	10 qtrssince 2019-Q1	Increased 53
IEI ETF ISHARES 3-7 YEAR TREASURY BO	4.9M	$634.9M	1.8%	—	$112.55	+1.90%	11 qtrssince 2018-Q4	Decreased 0
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	9.7M	$608M	1.8%	—	$49.20	+23.41%	8 qtrssince 2019-Q3	Increased 58