Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2020
Top Holdings243 positions
VANGUARD INDEX FDS | 11.3M | $2.6B | 10.3% | $21.34 | +72.03% | 8 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 60.5M | $1.9B | 7.6% | $11.94 | +11.33% | 8 qtrssince 2018-Q4 | Increased 69 |
SPDR SERIES TRUST | 70.2M | $1.9B | 7.4% | $21.37 | +1.83% | 5 qtrssince 2019-Q3 | Increased 81 |
SCHWAB STRATEGIC TR | 33.6M | $1.8B | 7.0% | $14.27 | +7.07% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 14.8M | $1.7B | 6.9% | $95.05 | +11.12% | 8 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 14.8M | $1.7B | 6.8% | $9.47 | +48.01% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 27.8M | $1.3B | 5.4% | $29.08 | +49.62% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 16.7M | $1B | 4.1% | $46.26 | +5.45% | 5 qtrssince 2019-Q3 | Increased 72 |
SPDR SERIES TRUST | 30.2M | $910.9M | 3.6% | $25.43 | +4.91% | 5 qtrssince 2019-Q3 | Increased 80 |
SPDR SERIES TRUST | 21.2M | $909.3M | 3.6% | $29.58 | +33.91% | 7 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 6.2M | $833.1M | 3.3% | $85.91 | +25.38% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5.4M | $717M | 2.9% | $112.51 | +3.73% | 8 qtrssince 2018-Q4 | Increased 58 |
SCHWAB STRATEGIC TR | 24.9M | $667.6M | 2.7% | $20.47 | +8.61% | 8 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 3.5M | $656.2M | 2.6% | $29.63 | +15.09% | 8 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 12.4M | $438.8M | 1.7% | $16.83 | -10.72% | 8 qtrssince 2018-Q4 | Increased 59 |
SPDR INDEX SHS FDS | 13.2M | $376.6M | 1.5% | $24.49 | +0.99% | 8 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 4.2M | $334.3M | 1.3% | $56.41 | +12.22% | 8 qtrssince 2018-Q4 | Increased 50 |
SPDR SERIES TRUST | 6.9M | $321.9M | 1.3% | $37.34 | +3.90% | 8 qtrssince 2018-Q4 | Increased 68 |
ISHARES TR | 9.8M | $316.1M | 1.3% | $27.82 | +12.26% | 2 qtrssince 2020-Q2 | Decreased 0 |
ISHARES TR | 4.2M | $296.4M | 1.2% | $59.38 | +8.03% | 7 qtrssince 2019-Q1 | Increased 59 |
Financial Engines Advisors L.L.C. manages $25.1B across 243 positions as of Q3 2020. Top holdings: VUG (10.3%), SCHF (7.6%), SPMB (7.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 55 new positions, 42 exits, 106 increased. Top move: SPMB (INCREASED, conviction 81). Portfolio: $25.1B across 243 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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