Financial Engines Advisors L.L.C.
Institutional investor · Portfolio as of Q4 2024
Top Holdings442 positions
SPDR SERIES TRUST | 78.2M | $4B | 8.4% | $32.05 | +54.66% | 22 qtrssince 2019-Q3 | Increased 63 |
SPDR SERIES TRUST | 182.8M | $3.9B | 8.3% | $20.74 | -3.03% | 22 qtrssince 2019-Q3 | Increased 64 |
SCHWAB STRATEGIC TR | 172.4M | $3.2B | 6.7% | $13.70 | +29.60% | 25 qtrssince 2018-Q4 | Increased 100 |
VANGUARD | 7.6M | $3.1B | 6.6% | $23.53 | +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 SERIES TRUST | 66.7M | $2.3B | 4.8% | $28.36 | +14.61% | 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 SERIES TRUST | 20.1M | $1.8B | 3.7% | $52.50 | +65.84% | 22 qtrssince 2019-Q3 | Decreased 0 |
SPDR SERIES TRUST | 33.5M | $1.7B | 3.6% | $37.37 | +32.86% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9M | $1.7B | 3.5% | $95.48 | +88.44% | 25 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 59.4M | $1.6B | 3.5% | $21.59 | +25.70% | 25 qtrssince 2018-Q4 | Increased 94 |
SCHWAB STRATEGIC TR | 55.4M | $1.4B | 3.0% | $15.39 | +64.30% | 25 qtrssince 2018-Q4 | Increased 94 |
SCHWAB STRATEGIC TR | 47.7M | $1.4B | 2.8% | $19.33 | +43.99% | 23 qtrssince 2019-Q2 | Increased 80 |
SPDR SERIES TRUST | 46.7M | $1.2B | 2.6% | $30.00 | -18.53% | 25 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 10.7M | $1.1B | 2.4% | $92.81 | +6.69% | 25 qtrssince 2018-Q4 | Increased 55 |
SCHWAB STRATEGIC TR | 53.8M | $1.1B | 2.4% | $17.51 | +15.26% | 25 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 39.8M | $1.1B | 2.3% | $10.85 | +155.19% | 25 qtrssince 2018-Q4 | Increased 88 |
VANGUARD INTL EQUITY INDEX F | 23.6M | $1B | 2.2% | $39.52 | +7.98% | 20 qtrssince 2020-Q1 | Increased 57 |
SPDR SERIES TRUST | 22.1M | $993.6M | 2.1% | $31.97 | +36.60% | 21 qtrssince 2019-Q4 | Decreased 0 |
SPDR SERIES TRUST | 35.3M | $984.2M | 2.1% | $26.62 | -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 Score: 5/5.0.
Active quarter - 81 new positions, 19 exits, 257 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
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR