Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2021
Top Holdings266 positions
Vanguard Morningstar Growth ETF | 10.6M | $3.1B | 9.1% | $21.42 | +119.68% | 12 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 107.8M | $2.8B | 8.2% | $21.48 | +0.45% | 9 qtrssince 2019-Q3 | Increased 63 |
Schwab International Equity ETF | 69.9M | $2.7B | 8.0% | $12.53 | +32.46% | 12 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 55.5M | $2.2B | 6.4% | $28.86 | +22.01% | 9 qtrssince 2019-Q3 | Increased 66 |
ISHARES TR | 30.8M | $1.9B | 5.5% | $47.06 | +3.94% | 9 qtrssince 2019-Q3 | Increased 64 |
iShares Russell 1000 Value ETF | 11.5M | $1.8B | 5.3% | $95.05 | +49.78% | 12 qtrssince 2018-Q4 | Decreased 0 |
iShares Future Exponential Technologies ETF | 27.1M | $1.7B | 5.0% | — | — | 12 qtrssince 2018-Q4 | Increased 62 |
SCHWAB STRATEGIC TR | 24.9M | $1.7B | 5.0% | $14.37 | +40.45% | 12 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 9.2M | $1.4B | 4.0% | $9.47 | +91.15% | 12 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 18.4M | $1.1B | 3.3% | $31.45 | +80.96% | 11 qtrssince 2019-Q1 | Increased 59 |
SPDR INDEX SHS FDS | 23.7M | $859.8M | 2.5% | $27.38 | +13.01% | 11 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 6M | $801M | 2.4% | $86.86 | +24.86% | 12 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 18.8M | $774.6M | 2.3% | $35.17 | -1.30% | 12 qtrssince 2018-Q4 | Increased 58 |
SCHWAB STRATEGIC TR | 16.5M | $753.6M | 2.2% | $16.91 | +17.41% | 12 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 9M | $687.7M | 2.0% | $18.77 | +26.65% | 12 qtrssince 2018-Q4 | Increased 59 |
SPDR SERIES TRUST | 10.6M | $680.4M | 2.0% | $50.41 | +22.02% | 9 qtrssince 2019-Q3 | Increased 60 |
iShares Core S&P Mid-Cap ETF | 2.6M | $674M | 2.0% | $29.63 | +65.35% | 12 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 21M | $641.4M | 1.9% | $20.48 | +28.46% | 12 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4.9M | $637.2M | 1.9% | $111.84 | +1.78% | 12 qtrssince 2018-Q4 | Increased 50 |
iShares Core S&P Small Cap ETF | 5.8M | $635.1M | 1.9% | $68.13 | +48.15% | 11 qtrssince 2019-Q1 | Increased 51 |
Financial Engines Advisors L.L.C. manages $33.9B across 266 positions as of Q3 2021. Top holdings: VUG (9.1%), SPMB (8.2%), SCHF (8.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 87 new positions, 24 exits, 72 increased. Top move: SPYV (INCREASED, conviction 66). Portfolio: $33.9B across 266 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