Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2018
Top Holdings102 positions
VANGUARD INDEX FDS | 18.2M | $2.4B | 16.9% | $21.30 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 17.9M | $2B | 13.8% | $94.77 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 41.9M | $1.4B | 9.6% | $28.97 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 39.3M | $1.1B | 7.7% | $11.44 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 8.1M | $916.9M | 6.3% | $85.51 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 15.4M | $734.9M | 5.1% | $13.57 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 10.5M | $727.1M | 5.0% | $8.27 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE S&P MID-CAP ETF | 4.2M | $695.8M | 4.8% | $29.61 | 0.00% | 1 qtr | First report 0 |
SPDR INDEX SHS FDS | 20.3M | $587.3M | 4.1% | $24.19 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 5.1M | $383.7M | 2.7% | $56.26 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 1.3M | $354.8M | 2.5% | $15.62 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 6.5M | $288.8M | 2.0% | $39.92 | 0.00% | 1 qtr | First report 0 |
SPDR SER TR | 5.9M | $271.7M | 1.9% | $38.37 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.7M | $204.4M | 1.4% | $103.04 | 0.00% | 1 qtr | First report 0 |
SPDR SERIES TRUST | 3.8M | $202.7M | 1.4% | $46.27 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 3.2M | $166.4M | 1.1% | $19.82 | 0.00% | 1 qtr | First report 0 |
SCHWAB STRATEGIC TR | 5.1M | $148M | 1.0% | $23.75 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1M | $143.5M | 1.0% | $59.82 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 1.1M | $138.2M | 1.0% | $113.68 | 0.00% | 1 qtr | First report 0 |
LEGG MASON ETF INVT | 4.5M | $128.2M | 0.9% | $22.08 | 0.00% | 1 qtr | First report 0 |
Financial Engines Advisors L.L.C. manages $14.5B across 102 positions as of Q4 2018. Top holdings: VUG (16.9%), IWD (13.8%), XT (9.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
First quarter we have for this fund: 102 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $14.5B across 102 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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