Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q2 2025
Top Holdings517 positions
SPDR SERIES TRUST | 81.1M | $4.2B | 8.5% | $32.72 | +56.38% | 24 qtrssince 2019-Q3 | Increased 64 |
SPDR SERIES TRUST | 184.3M | $4.1B | 8.1% | $20.74 | +0.99% | 24 qtrssince 2019-Q3 | Increased 62 |
SCHWAB STRATEGIC TR | 160M | $3.5B | 7.1% | $13.70 | +55.84% | 27 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 7.3M | $3.2B | 6.3% | $23.53 | +208.90% | 27 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 57.5M | $3.1B | 6.1% | $46.61 | +8.12% | 24 qtrssince 2019-Q3 | Decreased 0 |
SPDR INDEX SHS FDS | 59.7M | $2.4B | 4.8% | $28.36 | +38.31% | 26 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 34.6M | $2.3B | 4.5% | $34.71 | +73.92% | 27 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 34.3M | $1.9B | 3.7% | $37.87 | +40.95% | 26 qtrssince 2019-Q1 | Increased 60 |
SPDR SERIES TRUST | 19.2M | $1.8B | 3.7% | $52.50 | +80.36% | 24 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 8.8M | $1.7B | 3.4% | $95.48 | +99.42% | 27 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 60.4M | $1.7B | 3.4% | $21.75 | +27.14% | 27 qtrssince 2018-Q4 | Increased 60 |
SCHWAB STRATEGIC TR | 52.6M | $1.5B | 2.9% | $15.39 | +76.23% | 27 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 46.6M | $1.4B | 2.8% | $19.33 | +52.56% | 25 qtrssince 2019-Q2 | Decreased 0 |
SPDR SERIES TRUST | 49.6M | $1.3B | 2.6% | $29.73 | -15.15% | 27 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INTL EQUITY INDEX F | 24.2M | $1.2B | 2.4% | $39.63 | +21.40% | 22 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 55.5M | $1.2B | 2.3% | $17.61 | +16.59% | 27 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 10.7M | $1.2B | 2.3% | $92.81 | +11.55% | 27 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 38.2M | $1.1B | 2.2% | $10.85 | +168.00% | 27 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 9.7M | $1.1B | 2.1% | $82.54 | +30.22% | 26 qtrssince 2019-Q1 | Increased 61 |
SPDR SERIES TRUST | 35.6M | $1B | 2.0% | $26.62 | +2.68% | 24 qtrssince 2019-Q3 | Decreased 0 |
Financial Engines Advisors L.L.C. manages $50.1B across 517 positions as of Q2 2025. Top holdings: SPYV (8.5%), SPMB (8.1%), SCHF (7.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 104 new positions, 16 exits, 241 increased. Top move: SPYV (INCREASED, conviction 64). Portfolio: $50.1B across 517 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