Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2021
Top Holdings267 positions
Vanguard Morningstar Growth ET | 10.4M | $3.3B | 8.9% | $21.42 | +143.30% | 13 qtrssince 2018-Q4 | Decreased 0 |
Schwab International Equity ET | 76.7M | $3B | 7.9% | $12.93 | +31.90% | 13 qtrssince 2018-Q4 | Increased 68 |
SPDR SERIES TRUST | 116.9M | $3B | 7.9% | $21.48 | -0.05% | 10 qtrssince 2019-Q3 | Increased 67 |
State Street SPDR S&P 500 Valu | 59.3M | $2.5B | 6.6% | $29.46 | +29.51% | 10 qtrssince 2019-Q3 | Increased 66 |
ISHARES 5-10Y INV GRADE CORP | 34.6M | $2B | 5.4% | $47.24 | +3.17% | 10 qtrssince 2019-Q3 | Increased 70 |
Schwab U.S. Large-Cap Value ET | 26.8M | $2B | 5.2% | $14.91 | +47.75% | 13 qtrssince 2018-Q4 | Increased 67 |
Ishares Tr Russell 1000 Value | 11.3M | $1.9B | 5.1% | $95.05 | +61.42% | 13 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 27.8M | $1.8B | 4.9% | — | — | 13 qtrssince 2018-Q4 | Increased 60 |
Schwab US Large-Cap Growth ETF | 9.6M | $1.6B | 4.2% | $9.95 | +101.46% | 13 qtrssince 2018-Q4 | Increased 61 |
SPDR SERIES TRUST | 20.6M | $1.2B | 3.2% | $34.03 | +62.86% | 12 qtrssince 2019-Q1 | Increased 66 |
State Street SPDR Portfolio De | 27.8M | $1B | 2.7% | $28.01 | +13.20% | 12 qtrssince 2019-Q1 | Increased 64 |
SCHWAB STRATEGIC TR US REIT ETF | 17.4M | $917.4M | 2.4% | $17.24 | +33.78% | 13 qtrssince 2018-Q4 | Increased 58 |
SPDR SERIES TRUST | 20.6M | $866.7M | 2.3% | $35.21 | +1.21% | 13 qtrssince 2018-Q4 | Increased 60 |
State Street SPDR S&P 500 Grow | 11.7M | $847.5M | 2.3% | $52.18 | +33.69% | 10 qtrssince 2019-Q3 | Increased 60 |
Schwab U.S. Mid-Cap ETF | 10.1M | $813.7M | 2.2% | $19.47 | +28.64% | 13 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 6.1M | $808.8M | 2.2% | $87.15 | +24.90% | 13 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 24.7M | $730.5M | 1.9% | $21.30 | +22.60% | 13 qtrssince 2018-Q4 | Increased 58 |
iShares Core S&P Midcap 400 In | 2.5M | $719.8M | 1.9% | $29.63 | +78.55% | 13 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 5.9M | $680.2M | 1.8% | $68.93 | +54.57% | 12 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 5M | $644.8M | 1.7% | $111.86 | +0.83% | 13 qtrssince 2018-Q4 | Increased 51 |
Financial Engines Advisors L.L.C. manages $37.6B across 267 positions as of Q4 2021. Top holdings: VUG (8.9%), SCHF (7.9%), SPMB (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 48 new positions, 47 exits, 107 increased. Top move: IGIB (INCREASED, conviction 70). Portfolio: $37.6B across 267 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR