Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2024
Top Holdings380 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | 76.7M | $4.1B | 8.5% | $32.07 | +60.20% | 21 qtrssince 2019-Q3 | Increased 63 |
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 176.2M | $4B | 8.3% | $20.99 | -0.22% | 21 qtrssince 2019-Q3 | Increased 63 |
SCHWAB INTL EQUITY ETF | 81.1M | $3.3B | 6.8% | $13.55 | +44.11% | 24 qtrssince 2018-Q4 | Increased 65 |
VANGUARD GROWTH ETF | 8.1M | $3.1B | 6.5% | $23.55 | +169.51% | 24 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 54.5M | $2.9B | 6.1% | $46.53 | +5.55% | 21 qtrssince 2019-Q3 | Increased 64 |
SPDR INDEX SHS FDS | 61.9M | $2.3B | 4.9% | $28.50 | +26.06% | 23 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 34.2M | $2.1B | 4.3% | $34.20 | +64.40% | 24 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 9.3M | $1.8B | 3.7% | $95.67 | +93.35% | 24 qtrssince 2018-Q4 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWT | 20.6M | $1.7B | 3.6% | $52.66 | +55.44% | 21 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 34.2M | $1.7B | 3.5% | $37.53 | +28.60% | 23 qtrssince 2019-Q1 | Increased 59 |
SCHWAB US MID CAP ETF | 25.9M | $1.7B | 3.5% | $21.72 | +25.10% | 24 qtrssince 2018-Q4 | Increased 71 |
SCHWAB US LARGE-CAP VALUE | 19.5M | $1.5B | 3.2% | $15.44 | +68.28% | 24 qtrssince 2018-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 28.6M | $1.3B | 2.8% | $19.39 | +39.86% | 22 qtrssince 2019-Q2 | Increased 64 |
SPDR SERIES TRUST | 43.1M | $1.3B | 2.6% | $30.70 | -12.08% | 24 qtrssince 2018-Q4 | Increased 57 |
SCHWAB US REIT ETF | 52.9M | $1.2B | 2.6% | $19.19 | +15.13% | 24 qtrssince 2018-Q4 | Increased 55 |
ISHARES IBOXX INVESTMENT GRA | 10.6M | $1.2B | 2.5% | $93.51 | +11.34% | 24 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 22.9M | $1.1B | 2.3% | $39.50 | +15.92% | 19 qtrssince 2020-Q1 | Increased 56 |
SCHWAB US LARGE-CAP GROWTH | 11.3M | $1.1B | 2.3% | $14.83 | +73.89% | 24 qtrssince 2018-Q4 | Increased 58 |
SPDR PORTFOLIO S&P 600 SMALL | 22.2M | $1B | 2.1% | $32.22 | +37.48% | 20 qtrssince 2019-Q4 | Increased 55 |
SPDR SERIES TRUST | 34M | $987.5M | 2.1% | $26.82 | +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 Rating: 4.5/5.0.
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
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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