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Financial Engines Advisors L.L.C. Top Holdings and 13F Report (2025)

About Financial Engines Advisors L.L.C.

Investment Activity

  • Financial Engines Advisors L.L.C. has $47.52 billion in total holdings as of December 31, 2024.
  • Financial Engines Advisors L.L.C. owns shares of 442 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 13.27% of the portfolio was purchased this quarter.
  • About 1.01% of the portfolio was sold this quarter.
  • This quarter, Financial Engines Advisors L.L.C. has purchased 380 new stocks and bought additional shares in 257 stocks.
  • Financial Engines Advisors L.L.C. sold shares of 99 stocks and completely divested from 19 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

Schwab International Equity ETF
91,278,009 shares (about $1.69B)
Schwab U.S. Large-Cap Value ETF
35,884,431 shares (about $935.51M)
Schwab U.S. Mid-Cap ETF
33,472,238 shares (about $927.52M)
Schwab U.S. Large-Cap Growth ETF
28,538,409 shares (about $795.37M)
Schwab 1000 Index ETF
19,115,413 shares (about $541.16M)

Largest Sales this Quarter

Vanguard Growth ETF
479,551 shares (about $196.83M)
iShares Russell 1000 Value ETF
325,686 shares (about $60.29M)
SPDR Portfolio S&P 500 Growth ETF
490,550 shares (about $43.12M)
SPDR S&P Kensho New Economies Composite ETF
765,966 shares (about $38.93M)
iShares Core S&P Mid-Cap ETF
324,267 shares (about $20.21M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Engines Advisors L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$3,999,884,304$78,162,683 2.0%78,214,3988.4%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$3,939,219,694$142,592,191 3.8%182,794,4178.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,189,054,763$1,688,643,162 112.5%172,381,3396.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,118,191,412$196,826,908 -5.9%7,597,1926.6%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,928,761,443$122,250,125 4.4%56,858,1146.2%Manufacturing
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,277,970,887$165,512,071 7.8%66,743,9464.8%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$2,068,720,283$26,923,842 1.3%34,675,1644.4%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,769,138,228$43,119,345 -2.4%20,126,7153.7%ETF
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$1,700,757,960$38,934,051 -2.2%33,459,7283.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,668,591,223$60,294,246 -3.5%9,013,0793.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,646,016,637$927,515,710 129.1%59,401,5393.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,443,255,335$935,507,122 184.2%55,360,7723.0%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$1,350,843,064$541,157,338 66.8%47,716,1102.8%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$1,223,371,661$94,228,974 8.3%46,711,4042.6%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,146,841,354$16,373,870 1.4%10,734,1952.4%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,133,599,608$19,147,963 1.7%53,827,1422.4%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,108,907,367$795,365,462 253.7%39,788,5672.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,039,658,755$33,317,934 3.3%23,607,1472.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$993,582,272$3,733,121 -0.4%22,118,9292.1%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$984,196,913$36,822,510 3.9%35,301,1812.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$964,934,983$20,568,152 2.2%8,374,7182.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$715,975,158$7,888,488 1.1%18,659,7641.5%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$705,720,136$30,084,987 4.5%14,137,0221.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$516,281,341$20,205,077 -3.8%8,285,6901.1%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$497,844,799$13,660,205 -2.7%18,694,8851.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$481,515,246$2,848,192 -0.6%4,167,1591.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$345,692,156$1,330,749 0.4%5,014,3920.7%ETF
SPDR S&P North American Natural Resources ETF stock logo
NANR
SPDR S&P North American Natural Resources ETF
$304,505,457$4,851,725 -1.6%5,957,7750.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$298,209,741$4,823,059 -1.6%3,347,6620.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$242,642,685$5,054,268 2.1%3,110,4050.5%ETF
iShares U.S. Tech Breakthrough Multisector ETF stock logo
TECB
iShares U.S. Tech Breakthrough Multisector ETF
$238,311,760$12,132,053 -4.8%4,480,3870.5%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$131,885,763$63,977,121 94.2%5,099,9910.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$123,148,444$6,407,021 -4.9%1,354,3210.3%ETF
SPDR S&P 400 Mid CapGrowth ETF stock logo
MDYG
SPDR S&P 400 Mid CapGrowth ETF
$120,631,695$3,945,239 -3.2%1,388,3270.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$118,511,946$317,864 -0.3%1,567,4110.2%Finance
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$116,435,557$3,325,964 -2.8%1,288,7170.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$115,092,483$57,773,730 100.8%5,070,1530.2%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$113,812,345$5,783,281 -4.8%1,304,4390.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$112,313,904$37,524,893 50.2%3,247,0050.2%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$107,542,592$3,932,527 -3.5%1,340,9300.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$99,601,070$752,057 -0.7%343,6770.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$91,458,589$26,618,029 41.1%2,017,1720.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$86,268,760$5,193,712 -5.7%690,3710.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$77,022,647$6,849,253 -8.2%267,6070.2%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$68,262,373$501,192 0.7%965,3850.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$67,275,516$3,266,582 5.1%935,5520.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$62,100,227$807,862 1.3%582,8270.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$59,132,640$5,327,072 9.9%309,7900.1%ETF
VANGUARD MALVERN FDS
$57,641,451$3,588,921 6.6%760,3410.1%CORE BD ETF
Microsoft Co. stock logo
MSFT
Microsoft
$55,557,006$23,126,835 71.3%131,8080.1%Computer and Technology
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$48,081,011$1,054,173 -2.1%995,2600.1%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$46,221,959$13,651,698 41.9%1,859,2900.1%ETF
Franklin U.S. Low Volatility High Dividend Index ETF stock logo
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
$43,087,180$602,942 -1.4%1,123,2320.1%Manufacturing
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$40,003,439$565,867 -1.4%797,9940.1%ETF
Apple Inc. stock logo
AAPL
Apple
$39,002,090$11,046,757 39.5%155,7470.1%Computer and Technology
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$37,850,592$16,199,411 74.8%1,464,5230.1%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$37,537,026$1,413,721 3.9%562,1840.1%ETF
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$34,550,109$1,271,566 -3.5%757,3460.1%Finance
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$32,344,829$1,912,804 -5.6%682,5240.1%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$31,930,402$13,011,685 68.8%427,2770.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$31,750,383$6,753,383 27.0%187,5390.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$30,878,522$2,617,646 -7.8%304,1320.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$29,551,619$726,063 2.5%420,4840.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$26,422,221$9,890,328 59.8%645,7040.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$23,162,490$4,538,885 24.4%96,3980.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,358,662$7,024,200 45.8%101,9130.0%Retail/Wholesale
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$22,188,209$6,809,506 44.3%398,6380.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$22,113,369$6,414,973 40.9%116,8170.0%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$20,690,225$9,157,896 79.4%267,7650.0%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$20,402,532$12,634,569 162.6%254,1740.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$20,345,073$808,786 -3.8%34,7140.0%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$19,485,477$13,432,890 221.9%847,9320.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$19,315,558$4,667,616 31.9%403,9220.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$19,042,600$3,334,154 21.2%141,8020.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$17,749,173$352,716 -1.9%183,1700.0%Finance
ISHARES BITCOIN TRUST ETF
$16,952,552$3,589,363 26.9%319,5580.0%SHS BEN INT
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$16,927,971$4,514,437 36.4%170,0620.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$16,904,755$903,673 -5.1%153,5260.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$16,565,254$7,219,011 77.2%30,7440.0%ETF
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$16,138,300$3,016,439 23.0%91,4870.0%Transportation
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$15,336,623$7,318,912 91.3%56,8650.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$14,958,540$7,038,262 88.9%579,1150.0%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$14,954,526$177,797 -1.2%522,1550.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$14,486,665$5,526,312 61.7%133,3820.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$14,145,145$1,073,225 8.2%270,8760.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$13,838,302$38,916 -0.3%77,8750.0%Medical
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$13,818,239$1,284,365 -8.5%179,8550.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,163,222$208,583 -1.6%25,7480.0%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$13,033,279$948,532 7.8%32,4550.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,737,768$5,125,554 67.3%21,7550.0%Computer and Technology
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$12,529,100$363,417 3.0%164,5530.0%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$12,106,576$895,303 8.0%29,9790.0%Auto/Tires/Trucks
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$11,924,517$3,664,767 44.4%455,3080.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$11,709,034$4,982,300 74.1%61,4840.0%Computer and Technology
SPDR Bloomberg Barclays International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
$11,511,205$464,655 4.2%538,1580.0%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$10,507,870$7,617,375 263.5%232,4750.0%Manufacturing
Vanguard Total Corporate Bond Fund stock logo
VTC
Vanguard Total Corporate Bond Fund
$10,425,343$10,425,343 New Holding137,7010.0%ETF
The Boeing Company stock logo
BA
Boeing
$9,647,215$1,838,677 23.5%54,5040.0%Aerospace
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$9,364,488$2,771,632 42.0%201,6470.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,182,052$2,169,244 30.9%15,5980.0%ETF

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