Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2021
Top Holdings203 positions
VANGUARD | 11M | $3.2B | 9.2% | $21.42 | +116.91% | 11 qtrssince 2018-Q4 | Increased 62 |
SCHWAB STRATEGIC TR | 72M | $2.8B | 8.2% | $12.53 | +35.03% | 11 qtrssince 2018-Q4 | Increased 65 |
SPDR SERIES TRUST | 105.7M | $2.7B | 7.9% | $21.44 | +0.58% | 8 qtrssince 2019-Q3 | Increased 72 |
SPDR SERIES TRUST | 51.8M | $2B | 5.9% | $28.41 | +25.05% | 8 qtrssince 2019-Q3 | Increased 68 |
SCHWAB STRATEGIC TR | 28.2M | $1.9B | 5.6% | $14.37 | +41.55% | 11 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 11.9M | $1.9B | 5.5% | $95.05 | +51.03% | 11 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 29.8M | $1.8B | 5.2% | $47.41 | +4.29% | 8 qtrssince 2019-Q3 | Increased 69 |
ISHARES TR | 27.1M | $1.7B | 5.0% | $29.97 | +91.82% | 11 qtrssince 2018-Q4 | Increased 60 |
SCHWAB STRATEGIC TR | 10.6M | $1.6B | 4.5% | $9.47 | +88.22% | 11 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 18.2M | $1.2B | 3.5% | $31.23 | +99.60% | 10 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 6.2M | $827.4M | 2.4% | $87.23 | +25.43% | 11 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 16.7M | $763.1M | 2.2% | $16.91 | +17.13% | 11 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 20.7M | $762.3M | 2.2% | $26.86 | +17.05% | 10 qtrssince 2019-Q1 | Increased 65 |
SCHWAB STRATEGIC TR | 23.2M | $761.7M | 2.2% | $20.48 | +38.58% | 11 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 17.7M | $729.2M | 2.1% | $35.33 | -1.78% | 11 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 2.6M | $710.4M | 2.1% | $29.63 | +68.29% | 11 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 8.3M | $647.8M | 1.9% | $18.35 | +31.79% | 11 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 5.6M | $635.4M | 1.8% | $67.01 | +55.16% | 10 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 4.9M | $634.9M | 1.8% | $112.55 | +1.90% | 11 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 9.7M | $608M | 1.8% | $49.29 | +22.55% | 8 qtrssince 2019-Q3 | Increased 58 |
Financial Engines Advisors L.L.C. manages $34.5B across 203 positions as of Q2 2021. Top holdings: VUG (9.2%), SCHF (8.2%), SPMB (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 1 new positions, 66 exits, 89 increased. Top move: SPMB (INCREASED, conviction 72). Portfolio: $34.5B across 203 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