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

As of Q3 2021, Financial Engines Advisors L.L.C. holds 266 positions in their 13F portfolio.

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

VUG at 9.1% of portfolio, worth $3.1B.

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

$33.9B as of Q3 2021, tracked across 266 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 2021?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q3 2021 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 2021

SEC EDGAR SourceSEC Filings

Top Holdings266 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	10.6M	$3.1B	9.1%	—	$21.44	+119.68%	12 qtrssince 2018-Q4	Decreased 0
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	107.8M	$2.8B	8.2%	—	$21.70	+0.45%	9 qtrssince 2019-Q3	Increased 63
SCHF ETF SCHWAB INTL EQUITY ETF	69.9M	$2.7B	8.0%	—	$12.61	+32.88%	12 qtrssince 2018-Q4	Decreased 0
SPYV ETF SPDR SERIES TRUST	55.5M	$2.2B	6.4%	—	$29.19	+24.21%	9 qtrssince 2019-Q3	Increased 66
IGIB ETF ISHARES TR	30.8M	$1.9B	5.5%	—	$47.47	+3.94%	9 qtrssince 2019-Q3	Increased 64
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	11.5M	$1.8B	5.3%	—	$95.24	+53.43%	12 qtrssince 2018-Q4	Decreased 0
XT ETF ISHARES TR	27.1M	$1.7B	5.0%	—	$30.04	+89.58%	12 qtrssince 2018-Q4	Increased 62
SCHV ETF SCHWAB US LARGE-CAP VALUE	24.9M	$1.7B	5.0%	—	$14.40	+43.61%	12 qtrssince 2018-Q4	Decreased 0
SCHG ETF SCHWAB US LARGE-CAP GROWTH	9.2M	$1.4B	4.0%	—	$9.39	+94.27%	12 qtrssince 2018-Q4	Decreased 0
KOMP ETF SPDR SERIES TRUST	18.4M	$1.1B	3.3%	—	$31.44	+81.93%	11 qtrssince 2019-Q1	Increased 59
SPDW ETF SPDR INDEX SHS FDS	23.7M	$859.8M	2.5%	—	$27.89	+12.90%	11 qtrssince 2019-Q1	Increased 62
LQD ETF ISHARES IBOXX INVESTMENT GRA	6M	$801M	2.4%	—	$87.98	+24.86%	12 qtrssince 2018-Q4	Decreased 0
SPTL ETF SPDR SERIES TRUST	18.8M	$774.6M	2.3%	—	$35.57	-1.30%	12 qtrssince 2018-Q4	Increased 58
SCHH ETF SCHWAB US REIT ETF	16.5M	$753.6M	2.2%	—	$17.13	+19.34%	12 qtrssince 2018-Q4	Decreased 0
SCHM ETF SCHWAB US MID CAP ETF	9M	$687.7M	2.0%	—	$18.84	+28.75%	12 qtrssince 2018-Q4	Increased 59
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	10.6M	$680.4M	2.0%	—	$50.39	+23.53%	9 qtrssince 2019-Q3	Increased 60
IJH ETF ISHARES CORE S&P MIDCAP ETF	2.6M	$674M	2.0%	—	$29.57	+69.62%	12 qtrssince 2018-Q4	Decreased 0
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	21M	$641.4M	1.9%	—	$20.52	+27.22%	12 qtrssince 2018-Q4	Decreased 0
IEI ETF ISHARES 3-7 YEAR TREASURY BO	4.9M	$637.2M	1.9%	—	$112.56	+1.78%	12 qtrssince 2018-Q4	Increased 50
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	5.8M	$635.1M	1.9%	—	$68.51	+51.09%	11 qtrssince 2019-Q1	Increased 51