Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2019
Top Holdings119 positions
VANGUARD INDEX FDS | 17.1M | $2.8B | 15.3% | $21.34 | +24.50% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 18M | $2.3B | 12.4% | $95.05 | +17.17% | 4 qtrssince 2018-Q4 | Increased 62 |
SCHWAB STRATEGIC TR | 55.4M | $1.8B | 9.5% | $11.80 | +9.75% | 4 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 42.1M | $1.6B | 8.8% | $29.08 | +17.26% | 4 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 8.4M | $1.1B | 5.8% | $85.91 | +15.15% | 4 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 11.8M | $993.7M | 5.3% | $8.42 | +20.51% | 4 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 4.2M | $817.3M | 4.4% | $29.75 | +17.32% | 4 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 21.5M | $674.8M | 3.6% | $24.33 | +8.74% | 4 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 4.7M | $592.7M | 3.2% | $106.68 | +2.34% | 4 qtrssince 2018-Q4 | Increased 93 |
SPDR SERIES TRUST | 10.7M | $582.3M | 3.1% | $40.82 | +10.25% | 4 qtrssince 2018-Q4 | Increased 58 |
SPDR SERIES TRUST | 11.3M | $578.7M | 3.1% | $40.49 | +5.40% | 4 qtrssince 2018-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 19.9M | $500.5M | 2.7% | $20.48 | +0.15% | 4 qtrssince 2018-Q4 | Increased 62 |
VANGUARD INDEX FDS | 4.8M | $451.5M | 2.4% | $56.28 | +28.13% | 4 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 8.9M | $419.7M | 2.3% | $17.71 | +9.86% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 6.1M | $354.8M | 1.9% | $45.06 | 0.00% | 1 qtr | New 71 |
SPDR SERIES TRUST | 12.2M | $320.7M | 1.7% | $20.82 | 0.00% | 1 qtr | New 71 |
SPDR SERIES TRUST | 5.2M | $316.6M | 1.7% | $47.88 | +11.35% | 4 qtrssince 2018-Q4 | Increased 51 |
SCHWAB STRATEGIC TR | 21.6M | $227.5M | 1.2% | $14.20 | +12.38% | 4 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 1.1M | $177M | 1.0% | $60.42 | +15.93% | 4 qtrssince 2018-Q4 | Increased 44 |
LEGG MASON ETF INVT | 4.5M | $151.8M | 0.8% | $22.19 | +18.80% | 4 qtrssince 2018-Q4 | Increased 43 |
Financial Engines Advisors L.L.C. manages $18.6B across 119 positions as of Q3 2019. Top holdings: VUG (15.3%), IWD (12.4%), SCHF (9.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 25 new positions, 7 exits, 60 increased. Top move: IEI (INCREASED, conviction 93). Portfolio: $18.6B across 119 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
Verify source filings on SEC EDGAR