Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2024
Top Holdings348 positions
SPDR SERIES TRUST | 172.8M | $3.7B | 8.3% | $20.76 | -5.21% | 20 qtrssince 2019-Q3 | Increased 64 |
SPDR SERIES TRUST | 75.2M | $3.7B | 8.1% | $31.33 | +48.99% | 20 qtrssince 2019-Q3 | Increased 63 |
VANGUARD | 8.6M | $3.2B | 7.2% | $23.53 | +162.24% | 23 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 78M | $3B | 6.7% | $13.21 | +36.55% | 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 SERIES TRUST | 60.4M | $2.1B | 4.7% | $27.85 | +18.30% | 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 | 9.7M | $1.7B | 3.8% | $95.48 | +75.72% | 23 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 21M | $1.7B | 3.7% | $52.50 | +50.65% | 20 qtrssince 2019-Q3 | Decreased 0 |
SCHWAB STRATEGIC TR | 21.2M | $1.7B | 3.7% | $20.39 | +23.66% | 23 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 33.9M | $1.6B | 3.5% | $37.27 | +20.07% | 22 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 18.6M | $1.4B | 3.1% | $14.93 | +58.64% | 23 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 24.2M | $1.3B | 2.8% | $17.90 | +42.79% | 21 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 10.8M | $1.2B | 2.6% | $92.72 | +4.43% | 23 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 41.2M | $1.1B | 2.5% | $30.64 | -18.90% | 23 qtrssince 2018-Q4 | Increased 58 |
SCHWAB STRATEGIC TR | 10.6M | $1.1B | 2.4% | $9.95 | +151.22% | 23 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 52.8M | $1.1B | 2.4% | $17.46 | +7.81% | 23 qtrssince 2018-Q4 | Increased 57 |
VANGUARD | 22.3M | $976.6M | 2.2% | $39.27 | +5.11% | 18 qtrssince 2020-Q1 | Increased 57 |
SPDR SERIES TRUST | 22M | $914.6M | 2.0% | $31.87 | +25.34% | 19 qtrssince 2019-Q4 | Increased 56 |
ISHARES TR | 8.3M | $880.9M | 2.0% | $78.20 | +31.43% | 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 Score: 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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