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CIK: 0001420473
Total reported value
$56.3B
$56.3B
331 檔
28.5%
In Q1 2024, Financial Engines Advisors L.L.C.'s U.S. equity holdings reached a combined market value of $56.3B, distributed across 331 disclosed stock positions.
During Q1 2024, Financial Engines Advisors L.L.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPMB, VUG) accounted for 28.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 331 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.34% | -0.40% | -0.70% | |
| 2 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.19% | -0.76% | +4.17% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 6.94% | +4.99% | -8.50% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.77% | -0.40% | +1.12% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.87% | -0.34% | +5.09% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.81% | -0.53% | +2.08% | |
| 7 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 4.46% | -0.16% | -0.75% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.96% | -0.08% | -2.91% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.87% | -0.18% | -0.31% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 3.61% | +0.07% | +1.28% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.57% | — | -3.56% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.25% | -0.13% | -2.51% | |
| 13 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 2.78% | -0.09% | -3.13% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.61% | -0.21% | +0.26% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.46% | -0.17% | +8.83% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.37% | +0.34% | -6.33% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-Other | 2.32% | -0.09% | +3.91% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.09% | -0.10% | +2.25% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | +1.01% | +5.57% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | -0.01% | +2.13% | |
| 21 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.86% | -0.17% | +4.49% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.45% | -1.24% | +6.49% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.38% | -0.09% | +6.50% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | -0.02% | +378.38% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.13% | -0.07% | -0.36% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.10% | -0.12% | +1.26% | |
| 27 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.78% | -0.15% | +2.56% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | — | -3.04% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.03% | -0.40% | |
| 30 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.57% | — | -5.91% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.06% | -0.45% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.35% | +0.03% | -1.91% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.32% | -0.01% | -5.22% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.02% | -1.65% | |
| 35 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.29% | — | -0.73% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | — | -1.63% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.27% | +0.01% | -2.31% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.26% | -0.03% | -0.87% | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.25% | -0.01% | -0.42% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.21% | -0.01% | -1.75% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | -4.49% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.19% | +0.01% | -3.13% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.16% | -0.02% | -3.01% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.01% | +0.48% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.14% | -0.01% | +0.26% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.13% | +0.01% | +254.31% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | +7.92% | |
| 48 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.11% | -0.06% | -1.83% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | -0.01% | -10.73% | |
| 50 | LVHD | Franklin U.s. Low Volatility | ETF-Other | 0.10% | -0.05% | -0.10% |
According to official SEC Form 13F filings, Financial Engines Advisors L.L.C. reported a total U.S. public equity portfolio value of $56.3B across 331 disclosed positions in Q1 2024.
During Q1 2024, Financial Engines Advisors L.L.C.'s top holdings by market value included SPYV (8.3%)、SPMB (8.2%)、VUG (6.9%). The largest single position, SPYV, represented 8.3% of total portfolio value.
In Q1 2024, Financial Engines Advisors L.L.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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