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CIK: 0001420473
Total reported value
$56.3B
$56.3B
442 檔
30.5%
As reported in its official Q4 2024 Form 13F filing, Financial Engines Advisors L.L.C.'s tracked investment portfolio stood at $56.3B with 442 total positions.
In Q4 2024, Financial Engines Advisors L.L.C. displayed an active expansion posture, initiating 19 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 442 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 | 8.42% | -0.40% | +1.99% | |
| 2 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.29% | -0.76% | +3.76% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.71% | -0.40% | +112.55% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.56% | +4.99% | -5.94% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.16% | -0.34% | +4.36% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.79% | -0.53% | +7.83% | |
| 7 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 4.35% | -0.16% | +1.32% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.72% | — | -2.38% | |
| 9 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 3.58% | +0.07% | -2.24% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.51% | -0.08% | -3.49% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.46% | -0.18% | +129.09% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.04% | -0.13% | +184.25% | |
| 13 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 2.84% | -0.09% | +66.84% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.57% | -0.17% | +8.35% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.41% | -0.21% | +1.45% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 2.39% | -0.09% | +1.72% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.33% | +0.34% | +253.67% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.19% | +1.01% | +3.31% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.09% | -0.10% | -0.37% | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.07% | -0.17% | +3.89% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.03% | -0.01% | +2.18% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.51% | -1.24% | +1.11% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.49% | -0.09% | +4.45% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.09% | -0.02% | -3.77% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.05% | -0.07% | -2.67% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.01% | -0.12% | -0.59% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | +0.39% | |
| 28 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.64% | -0.15% | -1.57% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.03% | -1.59% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.06% | +2.13% | |
| 31 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.50% | — | -4.84% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | — | +94.21% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.26% | -0.01% | -4.95% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.25% | +0.03% | -3.17% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.02% | -0.27% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.25% | +0.01% | -2.78% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.24% | -0.03% | +100.79% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.24% | -0.01% | -4.84% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.24% | +0.01% | +50.17% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.23% | — | -3.53% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | -0.75% | |
| 42 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.19% | -0.01% | +41.05% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.18% | -0.01% | -5.68% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.16% | +0.01% | -8.17% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.14% | -0.02% | +0.74% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.01% | +5.10% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | +1.32% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | +9.90% | |
| 49 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.12% | — | +6.64% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.01% | +71.31% |
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 442 disclosed positions in Q4 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 30.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTC
市值: $10.4M
Top Position Liquidated / Trimmed
IBTE
前期市值: $8.5M
During Q4 2024, Financial Engines Advisors L.L.C.'s top holdings by market value included SPYV (8.4%)、SPMB (8.3%)、SCHF (6.7%). The largest single position, SPYV, represented 8.4% of total portfolio value.
In Q4 2024, Financial Engines Advisors L.L.C. made 200 total portfolio adjustments, initiating 19 new buys, adding to 136 positions, trimming 42 holdings, and fully liquidating 3 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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