Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2022
Top Holdings286 positions
SPDR SERIES TRUST | 127.8M | $2.7B | 8.9% | $21.29 | -13.21% | 13 qtrssince 2019-Q3 | Increased 62 |
VANGUARD | 11.2M | $2.4B | 7.8% | $23.09 | +51.18% | 16 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 62.2M | $2.1B | 7.0% | $29.66 | +7.42% | 13 qtrssince 2019-Q3 | Increased 64 |
SCHWAB STRATEGIC TR | 74.8M | $2.1B | 6.9% | $12.93 | -3.74% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 35.5M | $1.7B | 5.6% | $47.55 | -14.25% | 13 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 10.7M | $1.4B | 4.7% | $95.05 | +32.69% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 31.1M | $1.4B | 4.5% | $32.68 | +25.75% | 16 qtrssince 2018-Q4 | Increased 60 |
SCHWAB STRATEGIC TR | 21.1M | $1.2B | 4.0% | $14.91 | +20.09% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.2M | $1B | 3.4% | $92.61 | -7.02% | 16 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 26.4M | $1B | 3.3% | $36.30 | +0.94% | 15 qtrssince 2019-Q1 | Increased 59 |
SPDR SERIES TRUST | 38.6M | $995.3M | 3.2% | $27.49 | -16.75% | 15 qtrssince 2019-Q1 | Increased 64 |
SCHWAB STRATEGIC TR | 16.9M | $941.7M | 3.1% | $9.95 | +37.81% | 16 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 14.9M | $901.5M | 2.9% | $19.75 | -3.47% | 16 qtrssince 2018-Q4 | Increased 57 |
SPDR SERIES TRUST | 15.4M | $773.8M | 2.5% | $52.70 | -7.86% | 13 qtrssince 2019-Q3 | Increased 58 |
SPDR SERIES TRUST | 24M | $710.4M | 2.3% | $34.44 | -25.88% | 16 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 33.7M | $630.4M | 2.1% | $17.24 | -3.60% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 7.1M | $621.1M | 2.0% | $74.00 | +10.70% | 15 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INTL EQUITY INDEX F | 16.9M | $616.8M | 2.0% | $39.66 | -18.00% | 11 qtrssince 2020-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 16.8M | $582.2M | 1.9% | $17.53 | -6.04% | 14 qtrssince 2019-Q2 | Increased 52 |
SPDR SERIES TRUST | 20M | $561.5M | 1.8% | $27.44 | -10.98% | 13 qtrssince 2019-Q3 | Increased 51 |
Financial Engines Advisors L.L.C. manages $30.7B across 286 positions as of Q3 2022. Top holdings: SPMB (8.9%), VUG (7.8%), SPYV (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 13 new positions, 20 exits, 136 increased. Top move: SPYV (INCREASED, conviction 64). Portfolio: $30.7B across 286 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