How many stocks does Financial Engines Advisors L.L.C. own?

As of Q4 2019, Financial Engines Advisors L.L.C. holds 131 positions in their 13F portfolio.

What is Financial Engines Advisors L.L.C.'s largest holding?

VUG at 14.6% of portfolio, worth $3B.

What is Financial Engines Advisors L.L.C.'s total portfolio value?

$20.7B as of Q4 2019, tracked across 131 holdings.

Is Financial Engines Advisors L.L.C. a hedge fund?

Financial Engines Advisors L.L.C. is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Financial Engines Advisors L.L.C. report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Financial Engines Advisors L.L.C.'s portfolio changed in Q4 2019?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q4 2019 on HoldingsIntel.

What is Financial Engines Advisors L.L.C.'s investment strategy?

Financial Engines Advisors L.L.C. is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Financial Engines Advisors L.L.C.

Institutional investor · Portfolio as of Q4 2019

SEC EDGAR SourceSEC Filings

Top Holdings131 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	16.5M	$3B	14.6%	—	$21.36	+36.78%	5 qtrssince 2018-Q4	Decreased 0
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	17.6M	$2.4B	11.6%	—	$95.24	+26.48%	5 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	59M	$2B	9.6%	—	$11.99	+16.79%	5 qtrssince 2018-Q4	Increased 66
XT ETF ISHARES TR	41.3M	$1.8B	8.5%	—	$29.08	+30.78%	5 qtrssince 2018-Q4	Decreased 0
SCHV ETF SCHWAB US LARGE-CAP VALUE	22.3M	$1.3B	6.5%	—	$14.32	+20.19%	5 qtrssince 2018-Q4	Increased 64
SCHG ETF SCHWAB US LARGE-CAP GROWTH	12M	$1.1B	5.4%	—	$8.42	+33.57%	5 qtrssince 2018-Q4	Increased 63
LQD ETF ISHARES IBOXX INVESTMENT GRA	8.3M	$1.1B	5.2%	—	$86.65	+16.82%	5 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	4.2M	$860.8M	4.2%	—	$29.67	+26.72%	5 qtrssince 2018-Q4	Decreased 0
NANR ETF SPDR INDEX SHS FDS	21.7M	$732.8M	3.5%	—	$24.49	+17.82%	5 qtrssince 2018-Q4	Increased 59
MDYV ETF SPDR SERIES TRUST	11.2M	$636.8M	3.1%	—	$41.48	+17.73%	5 qtrssince 2018-Q4	Increased 60
TFI ETF SPDR NUVEEN ICE MUNI BD ETF	11.4M	$623.6M	3.0%	—	$40.51	+5.85%	5 qtrssince 2018-Q4	Increased 58
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	20.5M	$560M	2.7%	—	$20.58	+11.69%	5 qtrssince 2018-Q4	Increased 55
SCHH ETF SCHWAB US REIT ETF	10.1M	$465.4M	2.3%	—	$18.08	+6.67%	5 qtrssince 2018-Q4	Increased 61
VNQ ETF VANGUARD REAL ESTATE ETF ETF	4.8M	$445.4M	2.2%	—	$57.23	+28.29%	5 qtrssince 2018-Q4	Decreased 0
IGIB ETF ISHARES TR	7.5M	$435.3M	2.1%	—	$45.16	+0.97%	2 qtrssince 2019-Q3	Increased 65
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	14M	$366.5M	1.8%	—	$21.04	+0.36%	2 qtrssince 2019-Q3	Increased 56
SLYV ETF SS SPDR S&P 600 SC VAL ETF	5.3M	$347.2M	1.7%	—	$48.65	+19.51%	5 qtrssince 2018-Q4	Increased 50
IEI ETF ISHARES 3-7 YEAR TREASURY BO	2M	$256.8M	1.2%	—	$106.68	+2.10%	5 qtrssince 2018-Q4	Decreased 0
IJJ ETF ISHARES S&P MID-CAP 400 VALU	1.1M	$183.9M	0.9%	—	$60.53	+25.24%	5 qtrssince 2018-Q4	Decreased 0
SCHM ETF SCHWAB US MID CAP ETF	2.6M	$156M	0.8%	—	$14.94	+22.27%	5 qtrssince 2018-Q4	Increased 46