How many stocks does Financial Engines Advisors L.L.C. own?

As of Q3 2020, Financial Engines Advisors L.L.C. holds 243 positions in their 13F portfolio.

What is Financial Engines Advisors L.L.C.'s largest holding?

VUG at 10.3% of portfolio, worth $2.6B.

What is Financial Engines Advisors L.L.C.'s total portfolio value?

$25.1B as of Q3 2020, tracked across 243 holdings.

Is Financial Engines Advisors L.L.C. a hedge fund?

Financial Engines Advisors L.L.C. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Financial Engines Advisors L.L.C. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Financial Engines Advisors L.L.C.'s portfolio changed in Q3 2020?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q3 2020 on HoldingsIntel.

What is Financial Engines Advisors L.L.C.'s investment strategy?

Financial Engines Advisors L.L.C. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Financial Engines Advisors L.L.C.

Institutional investor · Portfolio as of Q3 2020

SEC EDGAR SourceSEC Filings

Top Holdings243 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	11.3M	$2.6B	10.3%	—	$21.36	+72.03%	8 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	60.5M	$1.9B	7.6%	—	$11.94	+11.33%	8 qtrssince 2018-Q4	Increased 69
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	70.2M	$1.9B	7.4%	—	$21.65	+1.53%	5 qtrssince 2019-Q3	Increased 81
SCHV ETF SCHWAB US LARGE-CAP VALUE	33.6M	$1.8B	7.0%	—	$14.30	+6.99%	8 qtrssince 2018-Q4	Decreased 0
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	14.8M	$1.7B	6.9%	—	$95.24	+11.27%	8 qtrssince 2018-Q4	Decreased 0
SCHG ETF SCHWAB US LARGE-CAP GROWTH	14.8M	$1.7B	6.8%	—	$9.39	+48.36%	8 qtrssince 2018-Q4	Decreased 0
XT ETF ISHARES TR	27.8M	$1.3B	5.4%	—	$29.08	+49.62%	8 qtrssince 2018-Q4	Decreased 0
IGIB ETF ISHARES TR	16.7M	$1B	4.1%	—	$46.26	+5.45%	5 qtrssince 2019-Q3	Increased 72
SPYV ETF SPDR SERIES TRUST	30.2M	$910.9M	3.6%	—	$25.69	+4.20%	5 qtrssince 2019-Q3	Increased 80
KOMP ETF SPDR SERIES TRUST	21.2M	$909.3M	3.6%	—	$29.53	+34.06%	7 qtrssince 2019-Q1	Decreased 0
LQD ETF ISHARES IBOXX INVESTMENT GRA	6.2M	$833.1M	3.3%	—	$86.65	+25.38%	8 qtrssince 2018-Q4	Decreased 0
IEI ETF ISHARES 3-7 YEAR TREASURY BO	5.4M	$717M	2.9%	—	$112.51	+3.73%	8 qtrssince 2018-Q4	Increased 58
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	24.9M	$667.6M	2.7%	—	$20.47	+8.61%	8 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	3.5M	$656.2M	2.6%	—	$29.57	+15.48%	8 qtrssince 2018-Q4	Decreased 0
SCHH ETF SCHWAB US REIT ETF	12.4M	$438.8M	1.7%	—	$17.05	-10.95%	8 qtrssince 2018-Q4	Increased 59
NANR ETF SPDR INDEX SHS FDS	13.2M	$376.6M	1.5%	—	$24.49	+0.99%	8 qtrssince 2018-Q4	Decreased 0
VNQ ETF VANGUARD REAL ESTATE ETF ETF	4.2M	$334.3M	1.3%	—	$57.36	+12.19%	8 qtrssince 2018-Q4	Increased 50
SPTL ETF SPDR SERIES TRUST	6.9M	$321.9M	1.3%	—	$37.62	+3.90%	8 qtrssince 2018-Q4	Increased 68
TECB ETF ISHARES TR	9.8M	$316.1M	1.3%	—	$27.82	+12.26%	2 qtrssince 2020-Q2	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	4.2M	$296.4M	1.2%	—	$59.61	+8.20%	7 qtrssince 2019-Q1	Increased 59