Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2022
Top Holdings293 positions
SPDR SER TR | 126.8M | $2.9B | 8.8% | $21.31 | -8.27% | 12 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 11.3M | $2.5B | 7.6% | $23.09 | +57.20% | 15 qtrssince 2018-Q4 | Increased 64 |
SCHWAB STRATEGIC TR | 76.8M | $2.4B | 7.4% | $12.93 | +7.62% | 15 qtrssince 2018-Q4 | Increased 62 |
SPDR SER TR | 60.1M | $2.2B | 6.7% | $29.58 | +14.29% | 12 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 35.6M | $1.8B | 5.5% | $47.55 | -9.98% | 12 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 10.8M | $1.6B | 4.8% | $95.05 | +40.51% | 15 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 23.7M | $1.5B | 4.5% | $14.91 | +27.30% | 15 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 30.4M | $1.5B | 4.4% | $32.49 | +35.84% | 15 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 10.2M | $1.1B | 3.4% | $92.61 | -0.93% | 15 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 18.6M | $1.1B | 3.3% | $9.95 | +43.01% | 15 qtrssince 2018-Q4 | Decreased 0 |
SPDR SER TR | 26.2M | $1.1B | 3.2% | $36.30 | +5.62% | 14 qtrssince 2019-Q1 | Increased 64 |
SPDR INDEX SHS FDS | 35.2M | $1B | 3.1% | $27.93 | -8.41% | 14 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 14.3M | $893.9M | 2.7% | $19.78 | -0.54% | 15 qtrssince 2018-Q4 | Increased 69 |
SPDR SER TR | 23.1M | $765.5M | 2.3% | $34.75 | -18.56% | 15 qtrssince 2018-Q4 | Increased 58 |
SPDR SER TR | 14.6M | $762.8M | 2.3% | $52.94 | -4.53% | 12 qtrssince 2019-Q3 | Increased 61 |
SCHWAB STRATEGIC TR | 33.8M | $712.6M | 2.2% | $17.24 | +7.99% | 15 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 16.4M | $684.6M | 2.1% | $39.87 | -8.12% | 10 qtrssince 2020-Q1 | Increased 55 |
ISHARES TR | 7.1M | $653.3M | 2.0% | $73.94 | +16.82% | 14 qtrssince 2019-Q1 | Increased 50 |
SCHWAB STRATEGIC TR | 23.8M | $603.3M | 1.8% | $21.30 | +5.36% | 15 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 16.1M | $585.9M | 1.8% | $17.58 | -1.68% | 13 qtrssince 2019-Q2 | Increased 53 |
Financial Engines Advisors L.L.C. manages $32.8B across 293 positions as of Q2 2022. Top holdings: SPMB (8.8%), VUG (7.6%), SCHF (7.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 29 new positions, 41 exits, 144 increased. Top move: SCHM (INCREASED, conviction 69). Portfolio: $32.8B across 293 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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