Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2024
Top Holdings348 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 172.8M | $3.7B | 8.3% | $20.99 | -5.32% | 20 qtrssince 2019-Q3 | Increased 64 |
SPDR SERIES TRUST | 75.2M | $3.7B | 8.1% | $31.69 | +49.15% | 20 qtrssince 2019-Q3 | Increased 63 |
VANGUARD GROWTH ETF | 8.6M | $3.2B | 7.2% | $23.55 | +162.24% | 23 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 78M | $3B | 6.7% | $13.30 | +36.42% | 23 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 52.5M | $2.7B | 6.0% | $46.43 | -0.19% | 20 qtrssince 2019-Q3 | Increased 64 |
SPDR INDEX SHS FDS | 60.4M | $2.1B | 4.7% | $28.32 | +17.98% | 22 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 33.8M | $2B | 4.4% | $33.93 | +59.91% | 23 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 9.7M | $1.7B | 3.8% | $95.67 | +77.25% | 23 qtrssince 2018-Q4 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWT | 21M | $1.7B | 3.7% | $52.66 | +50.75% | 20 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB US MID CAP ETF | 21.2M | $1.7B | 3.7% | $20.51 | +23.61% | 23 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 33.9M | $1.6B | 3.5% | $37.42 | +20.12% | 22 qtrssince 2019-Q1 | Increased 59 |
SCHWAB US LARGE-CAP VALUE | 18.6M | $1.4B | 3.1% | $14.97 | +59.67% | 23 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 24.2M | $1.3B | 2.8% | $17.97 | +43.03% | 21 qtrssince 2019-Q2 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 10.8M | $1.2B | 2.6% | $93.51 | +4.43% | 23 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 41.2M | $1.1B | 2.5% | $30.86 | -18.90% | 23 qtrssince 2018-Q4 | Increased 58 |
SCHWAB US LARGE-CAP GROWTH | 10.6M | $1.1B | 2.4% | $14.17 | +76.89% | 23 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US REIT ETF | 52.8M | $1.1B | 2.4% | $19.18 | -0.63% | 23 qtrssince 2018-Q4 | Increased 57 |
VANGUARD FTSE EMERGING MARKETS | 22.3M | $976.6M | 2.2% | $39.35 | +5.21% | 18 qtrssince 2020-Q1 | Increased 57 |
SPDR PORTFOLIO S&P 600 SMALL | 22M | $914.6M | 2.0% | $32.12 | +25.79% | 19 qtrssince 2019-Q4 | Increased 56 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 8.3M | $880.9M | 2.0% | $78.86 | +31.41% | 22 qtrssince 2019-Q1 | Increased 53 |
Financial Engines Advisors L.L.C. manages $45B across 348 positions as of Q2 2024. Top holdings: SPMB (8.3%), SPYV (8.1%), VUG (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 37 new positions, 20 exits, 179 increased. Top move: SPMB (INCREASED, conviction 64). Portfolio: $45.0B across 348 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