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CIK: 0001420473
Total reported value
$56.3B
$56.3B
530 檔
32.9%
During the Q1 2026 filing period, Financial Engines Advisors L.L.C. (CIK: 0001420473) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $56.3B across 530 reported positions.
In Q1 2026, Financial Engines Advisors L.L.C. adopted a defensive or profit-taking posture, trimming 132 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 530 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 | 9.35% | -0.40% | -0.48% | |
| 2 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 8.56% | -0.76% | -0.24% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.67% | -0.40% | -2.79% | |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.88% | -0.34% | +0.80% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.18% | -0.53% | -2.39% | |
| 6 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 4.48% | -0.16% | -1.05% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.57% | -0.18% | -1.96% | |
| 8 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 3.51% | +0.07% | -0.74% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.48% | -0.08% | -4.74% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.46% | — | +0.66% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.00% | -0.13% | -4.60% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.92% | -0.17% | +0.81% | |
| 13 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 2.77% | -0.09% | -0.15% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.67% | +1.01% | -0.08% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 2.61% | -0.09% | -0.26% | |
| 16 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.60% | -0.17% | +1.28% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.42% | -0.21% | -1.26% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.03% | -0.10% | -2.15% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.02% | +0.34% | +0.36% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.95% | -0.01% | -1.29% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.67% | -0.09% | +2.07% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.60% | -1.24% | -1.05% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | -0.02% | -3.95% | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.04% | -0.07% | -4.13% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.02% | -0.12% | -1.31% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | +4.99% | +0.13% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | — | -0.33% | |
| 28 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.72% | -0.15% | -23.02% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.60% | -0.03% | -0.35% | |
| 30 | AKRE | Akre Focus ETF | ETF-Other | 0.57% | -0.52% | +11.41% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | -0.06% | -0.41% | |
| 32 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.45% | — | +0.43% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | -0.02% | -5.75% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | -5.22% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | — | -5.32% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.26% | -0.03% | +0.32% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.25% | -0.01% | -6.05% | |
| 38 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.25% | +0.03% | -4.31% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.25% | +0.01% | +1.37% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | — | -5.79% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.21% | +0.01% | -4.33% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.21% | -0.01% | -6.64% | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.21% | — | -4.50% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | -0.01% | -5.62% | |
| 45 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.15% | — | +5.75% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.15% | +0.01% | -6.34% | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.01% | -7.34% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.14% | -0.02% | -3.62% | |
| 49 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.13% | -0.01% | -4.48% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.12% | -0.01% | -3.35% |
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 530 disclosed positions in Q1 2026.
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 32.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
ESGE
市值: $4.6M
Top Position Liquidated / Trimmed
CTMX
前期市值: $16.3M
During Q1 2026, Financial Engines Advisors L.L.C.'s top holdings by market value included SPYV (9.3%)、SPMB (8.6%)、SCHF (7.7%). The largest single position, SPYV, represented 9.3% of total portfolio value.
In Q1 2026, Financial Engines Advisors L.L.C. made 197 total portfolio adjustments, initiating 10 new buys, adding to 48 positions, trimming 132 holdings, and fully liquidating 7 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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