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CIK: 0001420473
Total reported value
$56.3B
$56.3B
380 檔
30.8%
At the close of Q3 2024, Financial Engines Advisors L.L.C. disclosed equity holdings valued at approximately $56.3B, spread across 380 reported holdings.
In Q3 2024, Financial Engines Advisors L.L.C. displayed an active expansion posture, initiating 30 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 380 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 | 8.46% | -0.40% | +1.94% | |
| 2 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.28% | -0.76% | +1.97% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.82% | -0.40% | +4.03% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.47% | +4.99% | -6.12% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.11% | -0.34% | +3.75% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.85% | -0.53% | +2.49% | |
| 7 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 4.35% | -0.16% | +1.24% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.70% | -0.08% | -3.74% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.57% | — | -1.93% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 3.52% | +0.07% | +1.00% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.49% | -0.18% | +22.19% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.17% | -0.13% | +4.46% | |
| 13 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 2.80% | -0.09% | +18.40% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.62% | -0.17% | +4.56% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 2.56% | -0.09% | +0.22% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.49% | -0.21% | -1.74% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.28% | +1.01% | +2.39% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.27% | +0.34% | +6.01% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.11% | -0.10% | +0.82% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.06% | -0.17% | +11.58% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.00% | -0.01% | -0.76% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.59% | -1.24% | +2.22% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.46% | -0.09% | +4.06% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.17% | -0.07% | -1.94% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.12% | -0.02% | -2.86% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.05% | -0.12% | -1.40% | |
| 27 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.72% | -0.15% | -2.57% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | -0.44% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.03% | -2.59% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.50% | -0.06% | +2.15% | |
| 31 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.50% | — | -4.28% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | — | +1.48% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.27% | -0.02% | -5.15% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.27% | -0.01% | -6.22% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.26% | +0.03% | -17.06% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.26% | +0.01% | -1.03% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.25% | -0.03% | -0.73% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.25% | -0.01% | +1.21% | |
| 39 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.23% | — | -18.64% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | -2.66% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.19% | -0.01% | -6.22% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.17% | +0.01% | -6.62% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.15% | +0.01% | -17.16% | |
| 44 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.15% | -0.02% | -1.53% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.14% | -0.01% | +3.01% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.01% | -0.10% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | +3.03% | |
| 48 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.12% | — | +27.01% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | -2.52% | |
| 50 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.11% | -0.06% | -3.05% |
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 380 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPMB, SCHF) accounted for 30.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
EAGG
市值: $6.9M
Top Position Liquidated / Trimmed
OLN
前期市值: $2.2M
During Q3 2024, Financial Engines Advisors L.L.C.'s top holdings by market value included SPYV (8.5%)、SPMB (8.3%)、SCHF (6.8%). The largest single position, SPYV, represented 8.5% of total portfolio value.
In Q3 2024, Financial Engines Advisors L.L.C. made 200 total portfolio adjustments, initiating 30 new buys, adding to 85 positions, trimming 74 holdings, and fully liquidating 11 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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