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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 $50.10 billion in total holdings as of June 30, 2025.
  • Financial Engines Advisors L.L.C. owns shares of 517 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 2.11% of the portfolio was purchased this quarter.
  • About 1.63% of the portfolio was sold this quarter.
  • This quarter, Financial Engines Advisors L.L.C. has purchased 429 new stocks and bought additional shares in 241 stocks.
  • Financial Engines Advisors L.L.C. sold shares of 155 stocks and completely divested from 16 stocks this quarter.

Largest New Holdings this Quarter

88262P102 - Texas Pacific Land
$5,246,000 Holding
46641Q837 - JPMorgan Ultra-Short Income ETF
$4,955,000 Holding
18507C103 - ClearPoint Neuro
$2,989,000 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
215,504 shares (about $133.81M)
SPDR Portfolio S&P 500 Value ETF
2,276,767 shares (about $119.17M)
iShares Core S&P Small-Cap ETF
929,795 shares (about $101.62M)
SPDR S&P Kensho New Economies Composite ETF
1,055,908 shares (about $57.42M)
SPDR Portfolio S&P 600 Small Cap ETF
1,274,148 shares (about $54.28M)

Largest Sales this Quarter

Schwab International Equity ETF
10,397,160 shares (about $229.78M)
SPDR Portfolio Developed World ex-US ETF
5,462,822 shares (about $221.19M)
SPDR Portfolio S&P 500 Growth ETF
459,362 shares (about $43.79M)
SPDR Portfolio Emerging Markets ETF
638,107 shares (about $27.27M)
Vanguard Growth ETF
47,880 shares (about $20.99M)

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
$4,244,069,291$119,165,976 2.9%81,086,5428.5%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$4,073,824,606$14,967,137 0.4%184,335,9558.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,535,303,410$229,777,259 -6.1%159,968,4647.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,179,060,401$20,990,593 -0.7%7,251,5066.3%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$3,066,674,672$932,149 0.0%57,546,9076.1%Manufacturing
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,419,140,456$221,189,668 -8.4%59,746,6144.8%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$2,258,591,945$20,162,639 0.9%34,614,4404.5%Manufacturing
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$1,865,647,742$57,420,281 3.2%34,307,6063.7%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,833,672,267$43,786,388 -2.3%19,237,0143.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,701,079,881$196,949 0.0%8,758,0713.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,692,882,622$44,514,563 2.7%60,352,3243.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,455,288,139$18,213,974 -1.2%52,594,4312.9%ETF
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$1,389,825,188$10,875,352 -0.8%46,607,1592.8%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$1,318,819,803$42,803,295 3.4%49,616,9912.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,197,113,186$1,396,157 -0.1%24,203,6662.4%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,174,755,298$28,632,165 2.5%55,517,7412.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,167,691,716$2,182,007 -0.2%10,653,1462.3%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,115,096,423$344,386 0.0%38,175,1512.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,055,316,129$101,617,346 10.7%9,656,1042.1%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$1,025,316,509$3,591,530 -0.3%35,638,4042.0%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,015,247,702$54,278,711 5.6%23,832,1032.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$767,503,904$27,272,688 -3.4%17,957,5121.5%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$743,213,987$5,399,597 0.7%14,547,1591.5%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$530,574,677$16,641,641 -3.0%17,603,6821.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$526,755,351$21,763,124 4.3%8,493,3161.1%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$478,421,584$10,028,678 -2.1%4,017,3151.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$362,831,192$987,130 0.3%4,991,4890.7%ETF
SPDR S&P North American Natural Resources ETF stock logo
NANR
SPDR S&P North American Natural Resources ETF
$337,195,343$629,832 0.2%5,953,3570.7%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$292,596,907$2,118,025 0.7%3,285,3910.6%ETF
iShares U.S. Tech Breakthrough Multisector ETF stock logo
TECB
iShares U.S. Tech Breakthrough Multisector ETF
$249,796,081$1,894,316 0.8%4,354,8790.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$227,365,926$11,199,470 -4.7%2,859,9520.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$153,627,000$22,109,429 16.8%1,718,6170.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$143,932,762$133,806,499 1,321.4%231,8130.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$138,747,027$9,758,866 7.6%5,484,0590.3%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$126,772,925$5,418,244 4.5%1,393,4100.3%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$118,882,257$1,614,914 1.4%1,368,5070.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$116,743,097$14,327,215 14.0%384,1130.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$116,051,872$3,554,977 3.2%1,307,6240.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$113,946,135$923,210 -0.8%4,903,0100.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$112,808,000$2,265,416 2.0%3,147,5370.2%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$109,664,535$5,332,189 5.1%1,374,9330.2%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$102,235,237$298,657 -0.3%1,287,1120.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$85,741,000$2,650,292 3.2%693,8110.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$81,814,000$3,849,963 4.9%286,2030.2%ETF
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$70,393,000$9,721,501 -12.1%837,4170.1%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$69,095,892$4,789,139 -6.5%1,491,0660.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$68,924,120$1,431,227 2.1%936,0830.1%ETF
VANGUARD MALVERN FDS
$64,074,000$2,230,285 3.6%825,9030.1%CORE BD ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$60,594,786$580,598 1.0%579,9630.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$52,866,585$12,585,435 -19.2%106,2840.1%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$46,424,000$10,622,797 -18.6%237,5610.1%ETF
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$45,360,000$1,277,418 -2.7%953,7400.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$45,235,949$12,499,872 38.2%255,9440.1%ETF
Franklin U.S. Low Volatility High Dividend Index ETF stock logo
LVHD
Franklin U.S. Low Volatility High Dividend Index ETF
$42,205,000$2,548,717 -5.7%1,058,8190.1%Manufacturing
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$41,684,000$1,367,282 3.4%611,1070.1%ETF
Apple Inc. stock logo
AAPL
Apple
$40,109,650$5,757,208 16.8%195,4970.1%Computer and Technology
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$39,304,866$14,513,706 -27.0%1,338,2530.1%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$38,760,736$1,945,732 -4.8%790,5610.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$36,748,000$20,158,075 121.5%370,4410.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$34,116,294$19,408,538 132.0%215,9420.1%Computer and Technology
SPDR Nuveen ICE Municipal Bond ETF stock logo
TFI
SPDR Nuveen ICE Municipal Bond ETF
$32,529,784$261,321 -0.8%728,2190.1%Finance
ISHARES BITCOIN TRUST ETF
$32,433,978$7,502,891 30.1%529,8880.1%SHS BEN INT
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$32,331,000$12,113,104 -27.3%1,039,9160.1%ETF
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$31,583,052$87,243 -0.3%660,3100.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,830,997$15,825,720 113.0%54,0760.1%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$27,659,000$2,620,092 -8.7%251,2130.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$27,492,096$6,998,570 34.2%125,3110.1%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$27,017,994$3,851,771 -12.5%323,6460.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$25,569,541$3,786,776 17.4%41,3850.1%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$23,005,000$8,100,268 -26.0%297,4590.0%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$22,107,055$267,789 -1.2%93,2860.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$21,376,513$1,631,903 8.3%121,2980.0%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$19,530,000$5,489,237 39.1%206,3850.0%Manufacturing
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$18,287,000$2,944,688 -13.9%338,8950.0%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$17,538,000$9,331,752 -34.7%414,8020.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$17,401,184$1,833,413 11.8%23,5760.0%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$16,344,218$111,300 0.7%148,0230.0%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$16,176,000$8,744,464 117.7%57,8080.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$16,064,911$838,097 5.5%86,5450.0%Medical
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$15,670,000$418,782 2.7%154,2370.0%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$15,555,000$2,154,087 16.1%524,0970.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$15,165,000$5,426,151 -26.4%192,6930.0%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$15,112,000$70,464 0.5%566,4030.0%ETF
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$14,593,552$31,616 0.2%160,1730.0%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$14,462,000$1,377,374 10.5%34,0610.0%ETF
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$14,401,909$314,863 -2.1%88,7360.0%Transportation
The Boeing Company stock logo
BA
Boeing
$14,132,241$1,811,423 14.7%67,4460.0%Aerospace
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$14,115,590$170,436 1.2%483,0930.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$14,011,000$2,509,718 -15.2%49,1110.0%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$13,784,086$4,577,003 -24.9%241,7800.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$13,663,000$54,387 0.4%227,6040.0%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$13,110,000$9,384,476 251.9%258,5280.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$13,035,358$2,528,346 24.1%73,4840.0%Computer and Technology
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$12,601,624$1,940,503 -13.3%141,2380.0%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$12,513,205$3,217,164 34.6%39,3930.0%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,253,308$5,654,252 85.7%25,2250.0%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$11,321,000$3,613,684 46.9%120,5820.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,249,877$4,311,364 -27.7%19,8050.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$10,436,000$8,595,547 467.0%301,8720.0%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$9,823,000$2,534,600 34.8%146,5660.0%ETF

Showing largest 100 holdings. View all holdings.
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