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

As of Q4 2020, Financial Engines Advisors L.L.C. holds 255 positions in their 13F portfolio.

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

VUG at 9.5% of portfolio, worth $2.8B.

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

$29.3B as of Q4 2020, tracked across 255 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 2020?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q4 2020 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 2020

SEC EDGAR SourceSEC Filings

Top Holdings255 positions

Checking export access…

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	11M	$2.8B	9.5%	—	$21.36	+91.83%	9 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	65.1M	$2.3B	8.0%	—	$12.19	+27.25%	9 qtrssince 2018-Q4	Increased 67
SCHV ETF SCHWAB US LARGE-CAP VALUE	34.7M	$2.1B	7.0%	—	$14.40	+22.01%	9 qtrssince 2018-Q4	Increased 64
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	76.7M	$2B	6.9%	—	$21.68	+1.51%	6 qtrssince 2019-Q3	Increased 68
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	13.4M	$1.8B	6.2%	—	$95.24	+29.30%	9 qtrssince 2018-Q4	Decreased 0
SCHG ETF SCHWAB US LARGE-CAP GROWTH	13.7M	$1.8B	6.0%	—	$9.39	+66.90%	9 qtrssince 2018-Q4	Decreased 0
XT ETF ISHARES TR	27.3M	$1.6B	5.3%	—	$29.08	+77.48%	9 qtrssince 2018-Q4	Decreased 0
SPYV ETF SPDR SERIES TRUST	40.8M	$1.4B	4.8%	—	$26.99	+13.69%	6 qtrssince 2019-Q3	Increased 76
KOMP ETF SPDR SERIES TRUST	21.4M	$1.2B	4.2%	—	$29.71	+81.70%	8 qtrssince 2019-Q1	Increased 59
IGIB ETF ISHARES TR	19.8M	$1.2B	4.2%	—	$46.84	+6.75%	6 qtrssince 2019-Q3	Increased 69
LQD ETF ISHARES IBOXX INVESTMENT GRA	5.7M	$794.2M	2.7%	—	$86.65	+29.64%	9 qtrssince 2018-Q4	Decreased 0
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	24.7M	$756M	2.6%	—	$20.47	+28.73%	9 qtrssince 2018-Q4	Decreased 0
IJH ETF ISHARES CORE S&P MIDCAP ETF	3.2M	$730.7M	2.5%	—	$29.57	+44.46%	9 qtrssince 2018-Q4	Decreased 0
IEI ETF ISHARES 3-7 YEAR TREASURY BO	5.4M	$722.2M	2.5%	—	$112.55	+3.49%	9 qtrssince 2018-Q4	Increased 55
SCHH ETF SCHWAB US REIT ETF	14.4M	$549.4M	1.9%	—	$16.95	-3.44%	9 qtrssince 2018-Q4	Increased 57
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	5.2M	$477.1M	1.6%	—	$64.31	+31.76%	8 qtrssince 2019-Q1	Increased 60
SPDW ETF SPDR INDEX SHS FDS	13.2M	$443.9M	1.5%	—	$25.18	+15.41%	8 qtrssince 2019-Q1	Increased 68
VWO ETF VANGUARD FTSE EMERGING MARKETS	8.6M	$431M	1.5%	—	$37.79	+13.17%	4 qtrssince 2020-Q1	Increased 64
SPTL ETF SPDR SERIES TRUST	9.1M	$412.3M	1.4%	—	$37.70	+0.61%	9 qtrssince 2018-Q4	Increased 63
SCHM ETF SCHWAB US MID CAP ETF	5.9M	$404.6M	1.4%	—	$16.33	+28.91%	9 qtrssince 2018-Q4	Increased 59