Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2023
Top Holdings277 positions
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 158.3M | $3.3B | 8.7% | $20.86 | -11.38% | 17 qtrssince 2019-Q3 | Increased 65 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 73.5M | $3B | 8.0% | $30.89 | +25.89% | 17 qtrssince 2019-Q3 | Increased 63 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 10.1M | $2.8B | 7.2% | $23.53 | +90.08% | 20 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 74.9M | $2.5B | 6.7% | $13.03 | +18.88% | 20 qtrssince 2018-Q4 | Increased 63 |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 47M | $2.3B | 6.0% | $46.46 | -8.29% | 17 qtrssince 2019-Q3 | Increased 66 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 56.5M | $1.8B | 4.6% | $27.55 | +2.79% | 19 qtrssince 2019-Q1 | Increased 62 |
ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | 33.4M | $1.7B | 4.6% | $33.55 | +42.87% | 20 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE ETF | 10.2M | $1.6B | 4.1% | $95.48 | +50.76% | 20 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB U.S. MID-CAP ETF | 20.5M | $1.4B | 3.6% | $20.23 | +7.13% | 20 qtrssince 2018-Q4 | Increased 64 |
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 22.2M | $1.3B | 3.5% | $52.36 | +11.06% | 17 qtrssince 2019-Q3 | Increased 59 |
SCHWAB U.S. LARGE-CAP VALUE ETF | 19.8M | $1.3B | 3.4% | $14.93 | +35.53% | 20 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | 32.3M | $1.3B | 3.4% | $36.86 | +3.33% | 19 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 10.6M | $1.1B | 2.8% | $92.65 | -3.76% | 20 qtrssince 2018-Q4 | Increased 55 |
SCHWAB 1000 INDEX ETF | 24.8M | $1B | 2.7% | $17.83 | +11.93% | 18 qtrssince 2019-Q2 | Increased 57 |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 12.8M | $930.7M | 2.4% | $9.95 | +80.49% | 20 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | 33.7M | $880.6M | 2.3% | $31.82 | -27.07% | 20 qtrssince 2018-Q4 | Increased 59 |
SCHWAB U.S. REIT ETF | 47.4M | $840.6M | 2.2% | $17.28 | -5.74% | 20 qtrssince 2018-Q4 | Increased 57 |
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 20.6M | $760.8M | 2.0% | $31.29 | +11.68% | 16 qtrssince 2019-Q4 | Increased 52 |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 27.6M | $758.8M | 2.0% | $26.72 | -8.27% | 17 qtrssince 2019-Q3 | Increased 57 |
Vanguard International Equity Index Funds FTSE EMR MKT ETF | 19.3M | $757.2M | 2.0% | $39.23 | -8.14% | 15 qtrssince 2020-Q1 | Increased 51 |
Financial Engines Advisors L.L.C. manages $38.1B across 277 positions as of Q3 2023. Top holdings: SPMB (8.7%), SPYV (8.0%), VUG (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 17 new positions, 27 exits, 106 increased. Top move: IGIB (INCREASED, conviction 66). Portfolio: $38.1B across 277 positions.
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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