Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2023
Top Holdings318 positions
SPDR SERIES TRUST | 160.6M | $3.5B | 8.4% | $20.87 | -4.93% | 18 qtrssince 2019-Q3 | Increased 63 |
SPDR SERIES TRUST | 74.4M | $3.5B | 8.2% | $31.06 | +42.21% | 18 qtrssince 2019-Q3 | Increased 63 |
VANGUARD INDEX FDS | 9.8M | $3B | 7.2% | $23.53 | +117.42% | 21 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 76.2M | $2.8B | 6.6% | $13.10 | +31.28% | 21 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 48.1M | $2.5B | 5.9% | $46.05 | -0.58% | 18 qtrssince 2019-Q3 | Increased 63 |
ISHARES TR | 33.5M | $2B | 4.7% | — | — | 21 qtrssince 2018-Q4 | Increased 58 |
SPDR INDEX SHS FDS | 58.3M | $2B | 4.7% | $27.67 | +13.43% | 20 qtrssince 2019-Q1 | Increased 60 |
ISHARES TR | 10.1M | $1.7B | 3.9% | $95.48 | +65.05% | 21 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 21.1M | $1.6B | 3.8% | $20.36 | +19.09% | 21 qtrssince 2018-Q4 | Increased 60 |
SPDR SERIES TRUST | 32.9M | $1.5B | 3.6% | $37.03 | +21.87% | 20 qtrssince 2019-Q1 | Increased 60 |
SPDR SERIES TRUST | 22.5M | $1.5B | 3.4% | $52.50 | +21.95% | 18 qtrssince 2019-Q3 | Increased 59 |
SCHWAB STRATEGIC TR | 19.5M | $1.4B | 3.2% | $14.93 | +48.45% | 21 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 10.6M | $1.2B | 2.8% | $92.25 | +5.96% | 21 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 25.2M | $1.2B | 2.7% | $17.90 | +24.90% | 19 qtrssince 2019-Q2 | Increased 55 |
SPDR SERIES TRUST ST LON TREAS ETF | 35.9M | $1B | 2.5% | $31.35 | -17.15% | 21 qtrssince 2018-Q4 | Increased 58 |
SCHWAB STRATEGIC TR US REIT ETF | 48.8M | $1B | 2.4% | $17.34 | +10.88% | 21 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 12.1M | $1B | 2.4% | $9.95 | +106.24% | 21 qtrssince 2018-Q4 | Decreased 0 |
SPDR SERIES TRUST | 21.1M | $889.9M | 2.1% | $31.49 | +27.76% | 17 qtrssince 2019-Q4 | Increased 56 |
VANGUARD INTL EQUITY INDEX F | 20.4M | $837.2M | 2.0% | $39.19 | -1.56% | 16 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 7.7M | $833.3M | 2.0% | $76.34 | +35.74% | 20 qtrssince 2019-Q1 | Increased 51 |
Financial Engines Advisors L.L.C. manages $42.4B across 318 positions as of Q4 2023. Top holdings: SPMB (8.4%), SPYV (8.2%), VUG (7.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 5/5.0.
Active quarter - 61 new positions, 20 exits, 158 increased. Top move: SPMB (INCREASED, conviction 63). Portfolio: $42.4B across 318 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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