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

As of Q4 2021, Financial Engines Advisors L.L.C. holds 267 positions in their 13F portfolio.

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

VUG at 8.9% of portfolio, worth $3.3B.

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

$37.6B as of Q4 2021, tracked across 267 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 2021?

View Financial Engines Advisors L.L.C.'s latest portfolio changes, new positions, and exits for Q4 2021 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 2021

SEC EDGAR SourceSEC Filings

Top Holdings267 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD GROWTH ETF	10.4M	$3.3B	8.9%	—	$21.44	+143.30%	13 qtrssince 2018-Q4	Decreased 0
SCHF ETF SCHWAB INTL EQUITY ETF	76.7M	$3B	7.9%	—	$13.02	+31.96%	13 qtrssince 2018-Q4	Increased 68
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	116.9M	$3B	7.9%	—	$21.70	-0.05%	10 qtrssince 2019-Q3	Increased 67
SPYV ETF SPDR SERIES TRUST	59.3M	$2.5B	6.6%	—	$29.81	+29.61%	10 qtrssince 2019-Q3	Increased 66
IGIB ETF ISHARES TR	34.6M	$2B	5.4%	—	$47.65	+3.17%	10 qtrssince 2019-Q3	Increased 70
SCHV ETF SCHWAB US LARGE-CAP VALUE	26.8M	$2B	5.2%	—	$14.95	+48.56%	13 qtrssince 2018-Q4	Increased 67
IWD ETF ISHARES TR RUSSELL 1000 VALUE INDEX FUND	11.3M	$1.9B	5.1%	—	$95.24	+62.85%	13 qtrssince 2018-Q4	Decreased 0
XT ETF ISHARES TR	27.8M	$1.8B	4.9%	—	$30.73	+96.71%	13 qtrssince 2018-Q4	Increased 60
SCHG ETF SCHWAB US LARGE-CAP GROWTH	9.6M	$1.6B	4.2%	—	$9.88	+104.88%	13 qtrssince 2018-Q4	Increased 61
KOMP ETF SPDR SERIES TRUST	20.6M	$1.2B	3.2%	—	$34.08	+64.15%	12 qtrssince 2019-Q1	Increased 66
SPDW ETF SPDR INDEX SHS FDS	27.8M	$1B	2.7%	—	$28.51	+12.80%	12 qtrssince 2019-Q1	Increased 64
SCHH ETF SCHWAB US REIT ETF	17.4M	$917.4M	2.4%	—	$17.45	+33.51%	13 qtrssince 2018-Q4	Increased 58
SPTL ETF SPDR SERIES TRUST	20.6M	$866.7M	2.3%	—	$35.61	+1.21%	13 qtrssince 2018-Q4	Increased 60
SPYG ETF SPDR PORTFOLIO S&P 500 GROWT	11.7M	$847.5M	2.3%	—	$52.22	+34.79%	10 qtrssince 2019-Q3	Increased 60
SCHM ETF SCHWAB US MID CAP ETF	10.1M	$813.7M	2.2%	—	$19.55	+28.94%	13 qtrssince 2018-Q4	Increased 61
LQD ETF ISHARES IBOXX INVESTMENT GRA	6.1M	$808.8M	2.2%	—	$88.28	+24.90%	13 qtrssince 2018-Q4	Increased 55
SCHE ETF SCHWAB EMRG MRKTS EQTY ETF	24.7M	$730.5M	1.9%	—	$21.36	+22.80%	13 qtrssince 2018-Q4	Increased 58
IJH ETF ISHARES CORE S&P MIDCAP ETF	2.5M	$719.8M	1.9%	—	$29.57	+80.10%	13 qtrssince 2018-Q4	Decreased 0
IJR ETF ISHARES CORE S&P SMALL-CAP ETF ETF	5.9M	$680.2M	1.8%	—	$69.32	+55.14%	12 qtrssince 2019-Q1	Increased 51
IEI ETF ISHARES 3-7 YEAR TREASURY BO	5M	$644.8M	1.7%	—	$112.59	+0.83%	13 qtrssince 2018-Q4	Increased 51