Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2023
Top Holdings287 positions
SPDR SERIES TRUST | 150.2M | $3.3B | 8.3% | $20.99 | -7.97% | 16 qtrssince 2019-Q3 | Increased 65 |
SPDR SERIES TRUST | 72M | $3.1B | 7.9% | $30.72 | +31.90% | 16 qtrssince 2019-Q3 | Increased 64 |
VANGUARD INDEX FDS | 10.4M | $3B | 7.5% | $23.53 | +97.25% | 19 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 74M | $2.6B | 6.7% | $13.00 | +25.08% | 19 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 44.2M | $2.2B | 5.7% | $46.70 | -6.09% | 16 qtrssince 2019-Q3 | Increased 66 |
ISHARES TR | 33.5M | $1.9B | 4.7% | $33.55 | +50.09% | 19 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 53.8M | $1.7B | 4.4% | $27.51 | +8.01% | 18 qtrssince 2019-Q1 | Increased 61 |
ISHARES TR | 10.3M | $1.6B | 4.1% | $95.48 | +55.73% | 19 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 31.6M | $1.4B | 3.6% | $36.84 | +16.08% | 18 qtrssince 2019-Q1 | Increased 61 |
SPDR SERIES TRUST | 22M | $1.3B | 3.4% | $52.31 | +14.08% | 16 qtrssince 2019-Q3 | Increased 60 |
SCHWAB STRATEGIC TR | 20M | $1.3B | 3.4% | $14.93 | +40.18% | 19 qtrssince 2018-Q4 | Increased 59 |
SCHWAB STRATEGIC TR | 18.8M | $1.3B | 3.4% | $20.10 | +12.75% | 19 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 10.5M | $1.1B | 2.9% | $92.70 | +0.93% | 19 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 14.5M | $1.1B | 2.7% | $9.95 | +85.82% | 19 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 24M | $1B | 2.6% | $17.76 | +16.01% | 17 qtrssince 2019-Q2 | Increased 56 |
SPDR SERIES TRUST | 31.1M | $929.9M | 2.4% | $32.53 | -19.10% | 19 qtrssince 2018-Q4 | Increased 59 |
SCHWAB STRATEGIC TR | 45.4M | $887.4M | 2.3% | $17.33 | +2.69% | 19 qtrssince 2018-Q4 | Increased 60 |
VANGUARD INTL EQUITY INDEX F | 18.9M | $768.9M | 1.9% | $39.29 | -5.63% | 14 qtrssince 2020-Q1 | Increased 52 |
SPDR SERIES TRUST | 19.7M | $766.1M | 1.9% | $31.12 | +18.00% | 15 qtrssince 2019-Q4 | Increased 54 |
ISHARES TR | 7.3M | $728.2M | 1.8% | $75.27 | +25.80% | 18 qtrssince 2019-Q1 | Increased 53 |
Financial Engines Advisors L.L.C. manages $39.4B across 287 positions as of Q2 2023. Top holdings: SPMB (8.3%), SPYV (7.9%), VUG (7.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 22 new positions, 18 exits, 142 increased. Top move: IGIB (INCREASED, conviction 66). Portfolio: $39.4B across 287 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