Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2023
Top Holdings277 positions
SPDR SERIES TRUST | 158.3M | $3.3B | 8.7% | $20.89 | -11.49% | 17 qtrssince 2019-Q3 | Increased 65 |
SPDR SERIES TRUST | 73.5M | $3B | 8.0% | $30.89 | +25.89% | 17 qtrssince 2019-Q3 | Increased 63 |
VANGUARD INDEX FDS | 10.1M | $2.8B | 7.2% | $23.53 | +90.08% | 20 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 74.9M | $2.5B | 6.7% | $13.03 | +18.88% | 20 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 47M | $2.3B | 6.0% | $46.06 | -8.29% | 17 qtrssince 2019-Q3 | Increased 66 |
SPDR INDEX SHS FDS | 56.5M | $1.8B | 4.6% | $27.55 | +2.79% | 19 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 33.4M | $1.7B | 4.6% | — | — | 20 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.2M | $1.6B | 4.1% | $95.48 | +50.76% | 20 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 20.5M | $1.4B | 3.6% | $20.23 | +7.13% | 20 qtrssince 2018-Q4 | Increased 64 |
SPDR SERIES TRUST | 22.2M | $1.3B | 3.5% | $52.36 | +11.06% | 17 qtrssince 2019-Q3 | Increased 59 |
SCHWAB STRATEGIC TR | 19.8M | $1.3B | 3.4% | $14.93 | +35.53% | 20 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 32.3M | $1.3B | 3.4% | $36.86 | +3.33% | 19 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 10.6M | $1.1B | 2.8% | $92.25 | -3.76% | 20 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 24.8M | $1B | 2.7% | $17.83 | +11.93% | 18 qtrssince 2019-Q2 | Increased 57 |
SCHWAB STRATEGIC TR | 12.8M | $930.7M | 2.4% | $9.95 | +80.49% | 20 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST ST LON TREAS ETF | 33.7M | $880.6M | 2.3% | $31.70 | -27.07% | 20 qtrssince 2018-Q4 | Increased 59 |
SCHWAB STRATEGIC TR US REIT ETF | 47.4M | $840.6M | 2.2% | $17.28 | -5.74% | 20 qtrssince 2018-Q4 | Increased 57 |
SPDR SERIES TRUST | 20.6M | $760.8M | 2.0% | $31.29 | +11.68% | 16 qtrssince 2019-Q4 | Increased 52 |
SPDR SERIES TRUST | 27.6M | $758.8M | 2.0% | $26.72 | -8.27% | 17 qtrssince 2019-Q3 | Increased 57 |
VANGUARD INTL EQUITY INDEX F | 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.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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