Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2022
Top Holdings289 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 132.4M | $2.9B | 8.2% | $21.45 | -11.09% | 14 qtrssince 2019-Q3 | Increased 64 |
SPDR SERIES TRUST | 67.3M | $2.6B | 7.5% | $30.53 | +19.90% | 14 qtrssince 2019-Q3 | Increased 67 |
SCHWAB INTL EQUITY ETF | 78.1M | $2.5B | 7.2% | $13.09 | +11.69% | 17 qtrssince 2018-Q4 | Increased 65 |
VANGUARD GROWTH ETF | 11.7M | $2.5B | 7.1% | $23.55 | +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 RUSSELL 1000 VALUE INDEX FUND | 10.3M | $1.6B | 4.5% | $95.24 | +50.20% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR INDEX SHS FDS | 48.1M | $1.4B | 4.1% | $27.83 | -2.89% | 16 qtrssince 2019-Q1 | Increased 72 |
SCHWAB US LARGE-CAP VALUE | 20.2M | $1.3B | 3.8% | $14.95 | +37.32% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 29.3M | $1.2B | 3.3% | $36.62 | +3.09% | 16 qtrssince 2019-Q1 | Increased 65 |
SCHWAB US MID CAP ETF | 16.8M | $1.1B | 3.1% | $20.02 | +4.37% | 17 qtrssince 2018-Q4 | Increased 66 |
ISHARES IBOXX INVESTMENT GRA | 9.7M | $1B | 2.9% | $93.40 | -3.11% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWT | 19.6M | $991.5M | 2.8% | $52.22 | -5.35% | 14 qtrssince 2019-Q3 | Increased 68 |
SCHWAB US LARGE-CAP GROWTH | 16.4M | $913.4M | 2.6% | $14.17 | -3.29% | 17 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 21.3M | $786.8M | 2.2% | $17.65 | +0.55% | 15 qtrssince 2019-Q2 | Increased 67 |
SPDR SERIES TRUST | 26.6M | $772.5M | 2.2% | $33.77 | -24.72% | 17 qtrssince 2018-Q4 | Increased 60 |
SCHWAB US REIT ETF | 36.6M | $705.3M | 2.0% | $19.69 | -11.08% | 17 qtrssince 2018-Q4 | Increased 59 |
VANGUARD FTSE EMERGING MARKETS | 17.8M | $694.8M | 2.0% | $39.52 | -10.37% | 12 qtrssince 2020-Q1 | Increased 53 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 6.9M | $648.7M | 1.9% | $74.64 | +20.61% | 16 qtrssince 2019-Q1 | Decreased 0 |
SPDR PORTFOLIO S&P 600 SMALL | 17.2M | $635M | 1.8% | $30.61 | +14.47% | 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 Rating: 4.5/5.0.
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
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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