Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2022
Top Holdings289 positions
SPDR SERIES TRUST | 132.4M | $2.9B | 8.2% | $21.20 | -10.96% | 14 qtrssince 2019-Q3 | Increased 64 |
SPDR SERIES TRUST | 67.3M | $2.6B | 7.5% | $30.15 | +19.87% | 14 qtrssince 2019-Q3 | Increased 67 |
SCHWAB STRATEGIC TR | 78.1M | $2.5B | 7.2% | $13.00 | +11.77% | 17 qtrssince 2018-Q4 | Increased 65 |
VANGUARD INDEX FDS | 11.7M | $2.5B | 7.1% | $23.53 | +48.07% | 17 qtrssince 2018-Q4 | Increased 64 |
ISHARES TR | 39.2M | $1.9B | 5.5% | $47.05 | -10.14% | 14 qtrssince 2019-Q3 | Increased 69 |
ISHARES TR | 33.2M | $1.6B | 4.5% | $33.35 | +30.00% | 17 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 10.3M | $1.6B | 4.5% | $95.05 | +48.90% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 48.1M | $1.4B | 4.1% | $27.32 | -2.49% | 16 qtrssince 2019-Q1 | Increased 72 |
SCHWAB STRATEGIC TR | 20.2M | $1.3B | 3.8% | $14.91 | +36.45% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 29.3M | $1.2B | 3.3% | $36.43 | +3.14% | 16 qtrssince 2019-Q1 | Increased 65 |
SCHWAB STRATEGIC TR | 16.8M | $1.1B | 3.1% | $19.87 | +4.57% | 17 qtrssince 2018-Q4 | Increased 66 |
ISHARES TR | 9.7M | $1B | 2.9% | $92.61 | -3.11% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 19.6M | $991.5M | 2.8% | $51.97 | -5.25% | 14 qtrssince 2019-Q3 | Increased 68 |
SCHWAB STRATEGIC TR | 16.4M | $913.4M | 2.6% | $9.95 | +37.40% | 17 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 21.3M | $786.8M | 2.2% | $17.56 | +0.56% | 15 qtrssince 2019-Q2 | Increased 67 |
SPDR SERIES TRUST | 26.6M | $772.5M | 2.2% | $33.52 | -24.72% | 17 qtrssince 2018-Q4 | Increased 60 |
SCHWAB STRATEGIC TR | 36.6M | $705.3M | 2.0% | $17.24 | +0.32% | 17 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INTL EQUITY INDEX F | 17.8M | $694.8M | 2.0% | $39.44 | -10.46% | 12 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 6.9M | $648.7M | 1.9% | $74.00 | +20.66% | 16 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 17.2M | $635M | 1.8% | $30.37 | +14.09% | 13 qtrssince 2019-Q4 | Increased 62 |
Financial Engines Advisors L.L.C. manages $35B across 289 positions as of Q4 2022. Top holdings: SPMB (8.2%), SPYV (7.5%), SCHF (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 25 new positions, 22 exits, 151 increased. Top move: SPDW (INCREASED, conviction 72). Portfolio: $35.0B across 289 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR