Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2024
Top Holdings380 positions
SPDR SERIES TRUST | 76.7M | $4.1B | 8.5% | $31.70 | +60.53% | 21 qtrssince 2019-Q3 | Increased 63 |
SPDR SERIES TRUST | 176.2M | $4B | 8.3% | $20.78 | -0.22% | 21 qtrssince 2019-Q3 | Increased 63 |
SCHWAB STRATEGIC TR | 81.1M | $3.3B | 6.8% | $13.45 | +43.58% | 24 qtrssince 2018-Q4 | Increased 65 |
VANGUARD INDEX FDS | 8.1M | $3.1B | 6.5% | $23.53 | +169.51% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 54.5M | $2.9B | 6.1% | $46.13 | +5.55% | 21 qtrssince 2019-Q3 | Increased 64 |
SPDR INDEX SHS FDS | 61.9M | $2.3B | 4.9% | $28.03 | +25.84% | 23 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 34.2M | $2.1B | 4.3% | — | — | 24 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 9.3M | $1.8B | 3.7% | $95.48 | +92.20% | 24 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 20.6M | $1.7B | 3.6% | $52.50 | +56.18% | 21 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 34.2M | $1.7B | 3.5% | $37.37 | +28.47% | 23 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 25.9M | $1.7B | 3.5% | $21.59 | +25.13% | 24 qtrssince 2018-Q4 | Increased 71 |
SCHWAB STRATEGIC TR | 19.5M | $1.5B | 3.2% | $15.39 | +67.82% | 24 qtrssince 2018-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 28.6M | $1.3B | 2.8% | $19.33 | +40.14% | 22 qtrssince 2019-Q2 | Increased 64 |
SPDR SERIES TRUST ST LON TREAS ETF | 43.1M | $1.3B | 2.6% | $30.35 | -12.08% | 24 qtrssince 2018-Q4 | Increased 57 |
SCHWAB STRATEGIC TR US REIT ETF | 52.9M | $1.2B | 2.6% | $17.47 | +25.76% | 24 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 10.6M | $1.2B | 2.5% | $92.32 | +11.34% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 22.9M | $1.1B | 2.3% | $39.41 | +14.86% | 19 qtrssince 2020-Q1 | Increased 56 |
SCHWAB STRATEGIC TR | 11.3M | $1.1B | 2.3% | $10.85 | +138.21% | 24 qtrssince 2018-Q4 | Increased 58 |
SPDR SERIES TRUST | 22.2M | $1B | 2.1% | $31.97 | +37.53% | 20 qtrssince 2019-Q4 | Increased 55 |
SPDR SERIES TRUST | 34M | $987.5M | 2.1% | $26.64 | +0.73% | 21 qtrssince 2019-Q3 | Increased 61 |
Financial Engines Advisors L.L.C. manages $47.9B across 380 positions as of Q3 2024. Top holdings: SPYV (8.5%), SPMB (8.3%), SCHF (6.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 49 new positions, 17 exits, 156 increased. Top move: SCHM (INCREASED, conviction 71). Portfolio: $47.9B across 380 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