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CIK: 0001420473
Total reported value
$56.3B
$56.3B
539 檔
33.5%
As reported in its official Q3 2025 Form 13F filing, Financial Engines Advisors L.L.C.'s tracked investment portfolio stood at $56.3B with 539 total positions.
In Q3 2025, Financial Engines Advisors L.L.C. displayed an active expansion posture, initiating 33 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 539 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 | 8.63% | -0.40% | +0.79% | |
| 2 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 7.97% | -0.76% | +0.90% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.98% | -0.40% | -1.74% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.24% | +4.99% | -6.00% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.19% | -0.34% | +4.12% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.78% | -0.53% | -2.10% | |
| 7 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 4.55% | -0.16% | -4.19% | |
| 8 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 3.78% | +0.07% | -7.35% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.59% | — | -6.47% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.33% | -0.08% | -2.05% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.33% | -0.18% | -2.56% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.88% | -0.13% | -1.34% | |
| 13 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 2.74% | -0.09% | -4.24% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.69% | -0.17% | +5.23% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.49% | +1.01% | -0.47% | |
| 16 | SCHH | Schwab US Reit ETF | ETF-Other | 2.35% | -0.09% | +2.81% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.29% | -0.21% | +1.21% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.27% | -0.17% | +15.28% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.17% | +0.34% | -6.77% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.03% | -0.10% | -3.49% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.76% | -0.01% | -19.49% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.55% | -1.24% | -3.33% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.50% | -0.09% | +5.69% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.06% | -0.07% | -5.09% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | -0.02% | -2.28% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.97% | -0.12% | +5.89% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | — | +0.05% | |
| 28 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.70% | -0.15% | -4.00% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | -0.03% | +0.98% | |
| 30 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.48% | — | -5.14% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | -0.06% | +3.32% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.02% | -2.19% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | -3.67% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | — | -8.89% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.25% | -0.01% | -3.58% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.24% | -0.03% | +10.70% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | +0.47% | |
| 38 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.24% | +0.03% | -1.64% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.23% | +0.01% | +0.82% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.21% | +0.01% | -10.25% | |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.20% | — | -0.64% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.20% | -0.01% | -13.11% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | -0.01% | -2.63% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.16% | +0.01% | -6.77% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.15% | -0.01% | +9.80% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.15% | -0.01% | +10.32% | |
| 47 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.13% | -0.02% | -2.92% | |
| 48 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.13% | — | +5.89% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.12% | -0.01% | +2.35% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | -0.01% | +25.52% |
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 539 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, SPMB, SCHF) accounted for 33.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
DFLV
市值: $14.4M
Top Position Liquidated / Trimmed
BNY
前期市值: $13.4M
During Q3 2025, Financial Engines Advisors L.L.C.'s top holdings by market value included SPYV (8.6%)、SPMB (8.0%)、SCHF (7.0%). The largest single position, SPYV, represented 8.6% of total portfolio value.
In Q3 2025, Financial Engines Advisors L.L.C. made 200 total portfolio adjustments, initiating 33 new buys, adding to 100 positions, trimming 59 holdings, and fully liquidating 8 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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