FE
| |
Financial Engines Advisors L.L.C.13F | |
Financial Engines Advisors L.L.C. | |
Last update 2025-05-12 | 429 Stocks (22 new) |
Value $46.62 Bil | Turnover 1 % |
Financial Engines Advisors L.L... Top Holdings of 2025-03-31
View Full List
Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMB |
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
| 183,658,709 | 4,049,674.9 | +0.47% | 8.690 | +0.04% | 68.860 | +0.73% | +1.90% | 6,118.7 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 78,809,775 | 4,024,814.9 | +0.76% | 8.630 | +0.07% | 15.650 | +9.36% | +3.68% | 27,064.4 | ||
SCHF | Schwab International Equity ETF | 170,365,624 | 3,369,832.3 | -1.17% | 7.230 | -0.08% | 7.750 | +16.52% | +20.11% | 49,217.3 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 57,564,399 | 3,023,281.8 | +1.24% | 6.480 | +0.08% | 20.510 | +2.26% | +2.74% | 15,354.5 | ||
VUG | Vanguard Growth ETF | 7,299,386 | 2,706,758.2 | -3.92% | 5.810 | -0.26% | 1.830 | +20.31% | +7.81% | 164,804.8 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 65,209,436 | 2,374,275.4 | -2.30% | 5.090 | -0.11% | 9.920 | +16.09% | +19.25% | 27,242.0 | ||
XT | ISHARES TRUST | 34,305,434 | 1,974,621.0 | -1.07% | 4.240 | -0.05% | 65.280 | +21.42% | +11.18% | 3,459.0 | ||
IWD | iShares Russell 1000 Value ETF | 8,759,085 | 1,648,109.7 | -2.82% | 3.540 | -0.10% | 2.660 | +9.81% | +6.01% | 64,244.9 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 19,696,376 | 1,582,998.0 | -2.14% | 3.400 | -0.08% | 5.140 | +20.02% | +9.22% | 38,061.1 | ||
KOMP |
SPDR S&P Kensho New Economies Composite ETF
SPDR S&P Kensho New Economies Composite ETF
| 33,251,698 | 1,545,870.9 | -0.62% | 3.320 | -0.02% | 76.790 | +25.00% | +10.27% | 2,367.7 |
Financial Engines Advisors L.L.C.'s Historical Top Holdings Breakdowns
Financial Engines Advisors L.L.C.'s Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.26% | 369.1 ($404.54) 427.61 | $442.50 | 9.38% | Reduce -3.92% | 7,299,386 | -297,806 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.12% | 25.77 ($26.84) 27.6 | $28.01 | 4.36% | Reduce -3.81% | 53,252,688 | -2,108,084 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Reduce Reduce | -0.11% | 33.84 ($36.14) 37.77 | $40.70 | 12.62% | Reduce -2.3% | 65,209,436 | -1,534,510 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.10% | 182.82 ($190.45) 196.21 | $196.26 | 3.05% | Reduce -2.82% | 8,759,085 | -253,994 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.09% | 24.91 ($27.39) 29.02 | $29.44 | 7.48% | Reduce -4.03% | 38,186,941 | -1,601,626 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.08% | 102.49 ($112.84) 119.96 | $112.95 | 0.10% | Add 4.2% | 8,726,309 | 351,591 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2025-03-31 | Add Add | +0.08% | 50.82 ($51.94) 52.7 | $52.92 | 1.89% | Add 1.24% | 57,564,399 | 706,285 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.08% | 18.36 ($19.62) 20.51 | $22.22 | 13.25% | Reduce -1.17% | 170,365,624 | -2,015,715 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.08% | 80.05 ($87.3) 92.39 | $96.00 | 9.97% | Reduce -2.14% | 19,696,376 | -430,339 | |
SPTL |
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
| 2025-03-31 | Add Add | +0.08% | 25.54 ($26.65) 27.64 | $26.20 | -1.69% | Add 2.77% | 48,006,634 | 1,295,230 |
Financial Engines Advisors L.L.C. Total Holding History ($B)
Financial Engines Advisors L.L.C.'s Asset Allocation
Financial Engines Advisors L.L.C. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Financial Engines Advisors L.L.C.'s Hypothetical Growth since 2025-03-31
Financial Engines Advisors L.L.C.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Financial Engines Advisors L.L.C.'s Holdings Heat Map
Size field:
Financial Engines Advisors L.L.C.'s Holdings Bubble Chart
Financial Engines Advisors L.L.C. News
- 1