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CIK: 0001420473
Total reported value
$56.3B
$56.3B
429 檔
30.5%
According to the latest 13F quarterly dataset, Financial Engines Advisors L.L.C. managed an equity portfolio of $56.3B at the end of Q1 2025, spanning 429 distinct U.S. exchange-listed positions.
In Q1 2025, Financial Engines Advisors L.L.C. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.69% | -0.76% | +0.47% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 8.63% | -0.40% | +0.76% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.23% | -0.40% | -1.17% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.48% | -0.34% | +1.24% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.81% | +4.99% | -3.92% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.09% | -0.53% | -2.30% | |
| 7 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 4.24% | -0.16% | -1.07% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.54% | -0.08% | -2.82% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.40% | — | -2.14% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 3.32% | +0.07% | -0.62% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.30% | -0.18% | -1.07% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.04% | -0.13% | -3.81% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.81% | -0.17% | +2.77% | |
| 14 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 2.71% | -0.09% | -1.56% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 2.50% | -0.09% | +0.63% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.49% | -0.21% | -0.57% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.35% | +1.01% | +2.65% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.19% | -0.17% | +1.31% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.05% | +0.34% | -4.03% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.97% | -0.10% | +1.98% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | -0.01% | +4.20% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.57% | -1.24% | -0.34% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.55% | -0.09% | +2.15% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.07% | -0.07% | -2.88% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.04% | -0.12% | -1.57% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.02% | -0.02% | -1.73% | |
| 27 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.71% | -0.15% | -0.26% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | -0.73% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.03% | -2.57% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.06% | -3.52% | |
| 31 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.45% | — | -3.54% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.02% | -6.13% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | — | -0.03% | |
| 34 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.25% | -0.03% | -2.51% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.24% | -0.01% | -1.51% | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.23% | +0.03% | -2.77% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.23% | +0.01% | -1.64% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.22% | -0.01% | +0.28% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.22% | +0.01% | -5.01% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.21% | — | -3.73% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | -1.95% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | -0.01% | -2.61% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.16% | -0.02% | -1.28% | |
| 44 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.16% | -0.01% | -20.96% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.15% | +0.01% | +1.92% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.01% | -2.02% | |
| 47 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.13% | — | +4.84% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | -0.01% | -1.44% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | -5.77% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | -0.01% | -0.17% |
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 429 disclosed positions in Q1 2025.
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 SPMB, SPYV, SCHF) accounted for 30.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPMB
市值: $4.0B
During Q1 2025, Financial Engines Advisors L.L.C.'s top holdings by market value included SPMB (8.7%)、SPYV (8.6%)、SCHF (7.2%). The largest single position, SPMB, represented 8.7% of total portfolio value.
In Q1 2025, Financial Engines Advisors L.L.C. made 200 total portfolio adjustments, initiating 200 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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