Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2024
Top Holdings442 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | 78.2M | $4B | 8.4% | $32.42 | +54.72% | 22 qtrssince 2019-Q3 | Increased 63 |
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 182.8M | $3.9B | 8.3% | $20.97 | -3.13% | 22 qtrssince 2019-Q3 | Increased 64 |
SCHWAB INTL EQUITY ETF | 172.4M | $3.2B | 6.7% | $15.84 | +12.87% | 25 qtrssince 2018-Q4 | Increased 100 |
VANGUARD GROWTH ETF | 7.6M | $3.1B | 6.6% | $23.55 | +188.49% | 25 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 56.9M | $2.9B | 6.2% | $46.58 | +2.60% | 22 qtrssince 2019-Q3 | Increased 65 |
SPDR INDEX SHS FDS | 66.7M | $2.3B | 4.8% | $28.83 | +14.43% | 24 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 34.7M | $2.1B | 4.4% | $34.47 | +60.90% | 25 qtrssince 2018-Q4 | Increased 59 |
SPDR PORTFOLIO S&P 500 GROWT | 20.1M | $1.8B | 3.7% | $52.66 | +67.40% | 22 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 33.5M | $1.7B | 3.6% | $37.53 | +33.69% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 9M | $1.7B | 3.5% | $95.67 | +89.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US MID CAP ETF | 59.4M | $1.6B | 3.5% | $24.84 | +9.72% | 25 qtrssince 2018-Q4 | Increased 94 |
SCHWAB US LARGE-CAP VALUE | 55.4M | $1.4B | 3.0% | $21.90 | +16.01% | 25 qtrssince 2018-Q4 | Increased 94 |
SCHWAB STRATEGIC TR | 47.7M | $1.4B | 2.8% | $22.87 | +22.77% | 23 qtrssince 2019-Q2 | Increased 80 |
SPDR SERIES TRUST | 46.7M | $1.2B | 2.6% | $30.23 | -18.53% | 25 qtrssince 2018-Q4 | Increased 59 |
ISHARES IBOXX INVESTMENT GRA | 10.7M | $1.1B | 2.4% | $93.60 | +6.69% | 25 qtrssince 2018-Q4 | Increased 55 |
SCHWAB US REIT ETF | 53.8M | $1.1B | 2.4% | $19.21 | +5.34% | 25 qtrssince 2018-Q4 | Increased 56 |
SCHWAB US LARGE-CAP GROWTH | 39.8M | $1.1B | 2.3% | $24.30 | +15.37% | 25 qtrssince 2018-Q4 | Increased 88 |
VANGUARD FTSE EMERGING MARKETS | 23.6M | $1B | 2.2% | $39.61 | +8.23% | 20 qtrssince 2020-Q1 | Increased 57 |
SPDR PORTFOLIO S&P 600 SMALL | 22.1M | $993.6M | 2.1% | $32.22 | +36.98% | 21 qtrssince 2019-Q4 | Decreased 0 |
SPDR SERIES TRUST | 35.3M | $984.2M | 2.1% | $26.80 | -2.06% | 22 qtrssince 2019-Q3 | Increased 57 |
Financial Engines Advisors L.L.C. manages $47.5B across 442 positions as of Q4 2024. Top holdings: SPYV (8.4%), SPMB (8.3%), SCHF (6.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 80 new positions, 18 exits, 258 increased. Top move: SCHF (INCREASED, conviction 100). Portfolio: $47.5B across 442 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