Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q3 2025
Top Holdings539 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | 81.7M | $4.5B | 8.6% | $33.26 | +64.92% | 25 qtrssince 2019-Q3 | Increased 62 |
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 186M | $4.2B | 8.0% | $20.98 | +3.36% | 25 qtrssince 2019-Q3 | Increased 62 |
SCHWAB INTL EQUITY ETF | 157.2M | $3.7B | 7.0% | $15.84 | +42.29% | 28 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD GROWTH ETF | 6.8M | $3.3B | 6.2% | $23.55 | +238.30% | 28 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 59.9M | $3.2B | 6.2% | $46.82 | +10.55% | 25 qtrssince 2019-Q3 | Increased 65 |
SPDR INDEX SHS FDS | 58.5M | $2.5B | 4.8% | $28.83 | +45.31% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 33.2M | $2.4B | 4.6% | $34.71 | +90.92% | 28 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 31.8M | $2B | 3.8% | $38.01 | +61.71% | 27 qtrssince 2019-Q1 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWT | 18M | $1.9B | 3.6% | $52.66 | +97.29% | 25 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 8.6M | $1.7B | 3.3% | $95.67 | +111.40% | 28 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US MID CAP ETF | 58.8M | $1.7B | 3.3% | $24.91 | +18.38% | 28 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP VALUE | 51.9M | $1.5B | 2.9% | $21.90 | +31.85% | 28 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 44.6M | $1.4B | 2.7% | $22.87 | +39.52% | 26 qtrssince 2019-Q2 | Decreased 0 |
SPDR SERIES TRUST | 52.2M | $1.4B | 2.7% | $29.76 | -12.49% | 28 qtrssince 2018-Q4 | Increased 58 |
VANGUARD FTSE EMERGING MARKETS | 24.1M | $1.3B | 2.5% | $39.73 | +33.16% | 23 qtrssince 2020-Q1 | Decreased 0 |
SCHWAB US REIT ETF | 57.1M | $1.2B | 2.3% | $19.30 | +9.83% | 28 qtrssince 2018-Q4 | Increased 56 |
ISHARES IBOXX INVESTMENT GRA | 10.8M | $1.2B | 2.3% | $93.77 | +14.52% | 28 qtrssince 2018-Q4 | Increased 55 |
SPDR SERIES TRUST | 41.1M | $1.2B | 2.3% | $26.95 | +3.56% | 25 qtrssince 2019-Q3 | Increased 63 |
SCHWAB US LARGE-CAP GROWTH | 35.6M | $1.1B | 2.2% | $24.30 | +30.68% | 28 qtrssince 2018-Q4 | Decreased 0 |
SPDR PORTFOLIO S&P 600 SMALL | 23M | $1.1B | 2.0% | $32.90 | +39.77% | 24 qtrssince 2019-Q4 | Decreased 0 |
Financial Engines Advisors L.L.C. manages $52.4B across 539 positions as of Q3 2025. Top holdings: SPYV (8.6%), SPMB (8.0%), SCHF (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 47 new positions, 25 exits, 274 increased. Top move: IGIB (INCREASED, conviction 65). Portfolio: $52.4B across 539 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