Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2018
Top Holdings102 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | 18.2M | $2.4B | 16.9% | $21.32 | 0.00% | 1 qtr | New 98 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 17.9M | $2B | 13.8% | $94.94 | 0.00% | 1 qtr | New 98 |
ISHARES TR | 41.9M | $1.4B | 9.6% | $28.97 | 0.00% | 1 qtr | New 98 |
SCHWAB INTL EQUITY ETF | 39.3M | $1.1B | 7.7% | $11.48 | 0.00% | 1 qtr | New 98 |
ISHARES IBOXX INVESTMENT GRA | 8.1M | $916.9M | 6.3% | $86.25 | 0.00% | 1 qtr | New 98 |
SCHWAB US LARGE-CAP VALUE | 15.4M | $734.9M | 5.1% | $13.58 | 0.00% | 1 qtr | New 98 |
SCHWAB US LARGE-CAP GROWTH | 10.5M | $727.1M | 5.0% | $8.21 | 0.00% | 1 qtr | New 98 |
ISHARES CORE S&P MIDCAP ETF | 4.2M | $695.8M | 4.8% | $29.53 | 0.00% | 1 qtr | New 88 |
SPDR INDEX SHS FDS | 20.3M | $587.3M | 4.1% | $24.28 | 0.00% | 1 qtr | New 87 |
VANGUARD REAL ESTATE ETF ETF | 5.1M | $383.7M | 2.7% | $57.21 | 0.00% | 1 qtr | New 80 |
SCHWAB US REIT ETF | 1.3M | $354.8M | 2.5% | $15.76 | 0.00% | 1 qtr | New 80 |
SPDR NUVEEN ICE MUNI BD ETF | 6.5M | $288.8M | 2.0% | $39.92 | 0.00% | 1 qtr | New 71 |
SPDR SERIES TRUST | 5.9M | $271.7M | 1.9% | $38.55 | 0.00% | 1 qtr | New 70 |
ISHARES 3-7 YEAR TREASURY BO | 1.7M | $204.4M | 1.4% | $103.04 | 0.00% | 1 qtr | New 70 |
SS SPDR S&P 600 SC VAL ETF | 3.8M | $202.7M | 1.4% | $46.75 | 0.00% | 1 qtr | New 70 |
SCHWAB US AGGREGATE BOND ETF | 3.2M | $166.4M | 1.1% | $19.96 | 0.00% | 1 qtr | New 69 |
SCHWAB INTL SMALL-CAP EQUITY | 5.1M | $148M | 1.0% | $23.67 | 0.00% | 1 qtr | New 69 |
ISHARES S&P MID-CAP 400 VALU | 1M | $143.5M | 1.0% | $59.90 | 0.00% | 1 qtr | New 59 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.1M | $138.2M | 1.0% | $113.57 | 0.00% | 1 qtr | New 59 |
LEGG MASON ETF INVT | 4.5M | $128.2M | 0.9% | $22.08 | 0.00% | 1 qtr | New 59 |
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 Rating: 4.5/5.0.
Active quarter - 102 new positions, 0 exits, 0 increased. Top move: VUG (NEW, conviction 98). 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