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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 $46.62 billion in total holdings as of March 31, 2025.
  • Financial Engines Advisors L.L.C. owns shares of 429 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 0.64% of the portfolio was purchased this quarter.
  • About 1.55% of the portfolio was sold this quarter.
  • This quarter, Financial Engines Advisors L.L.C. has purchased 442 new stocks and bought additional shares in 124 stocks.
  • Financial Engines Advisors L.L.C. sold shares of 262 stocks and completely divested from 35 stocks this quarter.

Largest New Holdings this Quarter

92206C664 - Vanguard Russell 2000 ETF
$1,776,000 Holding
084670108 - Berkshire Hathaway
$798,000 Holding
921910816 - Vanguard Mega Cap Growth ETF
$755,000 Holding
69344A107 - PGIM Ultra Short Bond ETF
$700,000 Holding

Largest Purchases this Quarter

iShares Core S&P Small-Cap ETF
351,591 shares (about $36.77M)
SPDR Portfolio Long Term Treasury ETF
1,295,230 shares (about $35.31M)
SPDR Portfolio S&P 500 Value ETF
595,377 shares (about $30.41M)
Vanguard FTSE Emerging Markets ETF
624,747 shares (about $28.28M)

Largest Sales this Quarter

Vanguard Growth ETF
297,806 shares (about $110.43M)
Schwab U.S. Large-Cap Value ETF
2,108,084 shares (about $56.03M)
SPDR Portfolio Developed World ex-US ETF
1,534,510 shares (about $55.87M)
iShares Russell 1000 Value ETF
253,994 shares (about $47.79M)
Schwab U.S. Large-Cap Growth ETF
1,601,626 shares (about $40.10M)

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 Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$4,049,674,913$19,057,640 0.5%183,658,7098.7%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$4,024,814,857$30,405,901 0.8%78,809,7758.6%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,369,832,282$39,870,846 -1.2%170,365,6247.2%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$3,023,281,826$37,094,083 1.2%57,564,3996.5%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,706,758,209$110,432,417 -3.9%7,299,3865.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,374,275,402$55,871,505 -2.3%65,209,4365.1%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$1,974,620,971$21,281,661 -1.1%34,305,4344.2%Manufacturing
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,648,109,664$47,791,518 -2.8%8,759,0853.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,582,997,997$34,586,351 -2.1%19,696,3763.4%ETF
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$1,545,870,945$9,671,312 -0.6%33,251,6983.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,539,652,438$16,668,102 -1.1%58,765,3523.3%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,415,456,836$56,032,888 -3.8%53,252,6883.0%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$1,308,661,131$35,307,978 2.8%48,006,6342.8%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$1,264,482,044$20,035,231 -1.6%46,971,8592.7%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,165,080,813$7,259,023 0.6%54,164,6142.5%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,160,053,734$6,645,522 -0.6%10,673,0532.5%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,096,735,448$28,276,047 2.6%24,231,8942.4%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,022,113,253$13,205,644 1.3%35,763,2402.2%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$956,200,677$40,104,701 -4.0%38,186,9412.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$919,461,858$17,894,692 2.0%22,557,9552.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$912,510,108$36,765,870 4.2%8,726,3092.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$732,109,230$2,525,388 -0.3%18,595,6191.6%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$721,928,913$15,219,401 2.2%14,441,4711.5%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$500,556,035$14,861,826 -2.9%18,155,8271.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$484,533,990$7,753,558 -1.6%4,101,5261.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$475,110,086$8,360,337 -1.7%8,142,4111.0%ETF
SPDR S&P North American Natural Resources ETF stock logo
NANR
SPDR S&P North American Natural Resources ETF
$329,867,932$862,552 -0.3%5,942,2370.7%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$327,346,881$2,399,119 -0.7%4,977,9090.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$295,306,074$7,791,238 -2.6%3,261,6090.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$236,885,030$8,650,160 -3.5%3,000,8260.5%ETF
iShares U.S. Tech Breakthrough Multisector ETF stock logo
TECB
iShares U.S. Tech Breakthrough Multisector ETF
$211,339,068$7,752,279 -3.5%4,321,8540.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$120,248,000$7,856,805 -6.1%1,471,2800.3%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$119,454,074$38,824 0.0%5,098,3340.3%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$114,473,533$2,950,995 -2.5%4,942,7350.2%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$111,083,245$1,704,321 -1.5%1,333,8560.2%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$107,264,815$3,052,070 -2.8%1,349,9170.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$105,208,587$1,755,374 -1.6%1,267,5680.2%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$102,553,981$285,456 0.3%1,308,0800.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$101,751,744$5,366,702 -5.0%3,084,3280.2%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$99,461,924$3,856,978 -3.7%1,290,8720.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$92,613,466$1,842,524 -2.0%336,9730.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$80,501,784$2,155,846 -2.6%672,3650.2%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$74,263,000$959,819 -1.3%953,0670.2%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$73,837,143$19,577,878 -21.0%1,594,4140.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$69,692,106$1,310,360 1.9%272,7350.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$67,328,000$1,388,728 -2.0%916,6450.1%ETF
VANGUARD MALVERN FDS
$61,724,000$2,850,521 4.8%797,1550.1%CORE BD ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$60,565,519$887,912 -1.4%574,4060.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$55,633,786$3,405,645 -5.8%291,9200.1%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$49,396,465$83,337 -0.2%131,5860.1%Computer and Technology
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$49,256,000$736,430 -1.5%980,5990.1%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$48,009,087$704,096 -1.4%1,832,4160.1%ETF
Franklin U.S. Low Volatility High Dividend Index ETF stock logo
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
$45,999,000$19,338 0.0%1,122,7600.1%Manufacturing
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$41,196,351$1,600,327 4.0%830,2460.1%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$39,697,814$971,750 -2.4%1,429,5300.1%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$38,543,000$1,883,127 5.1%591,0620.1%ETF
Apple Inc. stock logo
AAPL
Apple
$37,192,742$2,596,490 7.5%167,4360.1%Computer and Technology
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$33,084,478$1,049,094 -3.1%734,0690.1%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$31,994,522$400,579 -1.2%185,2200.1%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$31,517,159$970,551 -3.0%662,1340.1%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$30,795,995$1,920,361 -5.9%402,1970.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$27,974,000$3,835,261 -12.1%369,7860.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$26,189,965$419,979 -1.6%635,5130.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$25,529,000$2,703,376 -9.6%275,0100.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$20,936,601$439,505 -2.1%94,4160.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$20,481,632$479,476 -2.3%261,6400.0%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$20,260,060$266,313 -1.3%393,4660.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$19,721,370$303,182 1.6%35,2560.0%Finance
ISHARES BITCOIN TRUST ETF
$19,066,574$4,107,756 27.5%407,3100.0%SHS BEN INT
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,771,993$1,617,556 -8.3%93,4110.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,325,665$739,029 -4.1%112,0380.0%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$17,187,351$870,577 5.3%82,0300.0%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$16,542,627$1,576,157 -8.7%167,2360.0%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$16,370,599$4,160,928 -20.3%322,0630.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$16,239,000$719,193 -4.2%147,0150.0%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$15,574,000$2,069,444 -11.7%150,1150.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$15,160,000$412,854 -2.7%563,7620.0%ETF
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$15,001,951$134,176 -0.9%90,6760.0%Transportation
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$14,965,137$5,816,174 -28.0%183,0370.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$14,884,465$268,089 1.8%57,9080.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$14,078,601$1,721,089 -10.9%27,3950.0%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$13,854,527$1,303,271 -8.6%477,2600.0%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$13,693,382$6,890,112 101.3%148,3770.0%Manufacturing
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$13,404,348$1,679,800 -11.1%159,8260.0%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$13,313,962$127,922 -1.0%162,9870.0%Manufacturing
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$12,595,070$407,179 -3.1%129,2050.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$12,235,000$2,384,308 -16.3%226,6980.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$12,157,418$382,153 -3.0%21,0920.0%Computer and Technology
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$11,946,984$100,255 -0.8%451,5190.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,905,484$168,819 -1.4%25,3880.0%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,128,046$591,483 -5.0%30,8170.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,089,867$5,279,151 -34.3%93,0940.0%Computer and Technology
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$10,033,512$459,230 4.8%211,3190.0%ETF
The Boeing Company stock logo
BA
Boeing
$10,028,065$732,821 7.9%58,8010.0%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$9,253,487$351,980 -3.7%59,2310.0%Computer and Technology
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$9,229,749$896,687 10.8%394,9590.0%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,164,086$399,513 4.6%16,3090.0%ETF
SPDR Bloomberg Barclays International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
$8,961,166$2,803,295 -23.8%409,9230.0%Finance
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$8,780,644$485,323 5.9%382,7800.0%Manufacturing
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$8,402,649$813,916 10.7%374,7720.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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