Financial Engines Advisors L.l.c. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Financial Engines Advisors L.l.c.

CIK Number: 0001420473

50.1B
Market Value
418
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPMB SPDR Portfolio ...
22.43
-0.24% 183.66M +0.47% 4.05B 24.67 8.69% Share
2 SPYV SPDR Portfolio ...
54.38
-0.05% 78.81M +0.76% 4.02B 35.6 8.63% Share
3 SCHF Schwab Internat...
22.96
-0.33% 170.37M -1.17% 3.37B 16.76 7.23% Share
4 IGIB iShares 5-10 Ye...
54.04
-0.11% 57.56M +1.24% 3.02B 55.9 6.48% Share
5 VUG Vanguard Growth...
467.23
+0.36% 7.3M -3.92% 2.71B 147.64 5.81% Share
6 SPDW SPDR Portfolio ...
42.20
-0.38% 65.21M -2.3% 2.37B 32.16 5.09% Share
7 XT iShares Exponen...
69.68
-0.03% 34.31M -1.07% 1.97B 38.84 4.24% Share
8 IWD iShares Russell...
201.71
+0.10% 8.76M -2.82% 1.65B 111.73 3.54% Share
9 SPYG SPDR Portfolio ...
101.41
+0.44% 19.7M -2.14% 1.58B 54.49 3.40% Share
10 KOMP SPDR S&P Kensho...
58.99
+0.12% 33.25M -0.62% 1.55B 39.85 3.32% Share
11 SCHM Schwab U.S. Mid...
29.71
-0.69% 58.77M -1.07% 1.54B 22.93 3.30% Share
12 SCHV Schwab U.S. Lar...
28.64
-0.09% 53.25M -3.81% 1.42B 18.05 3.04% Share
13 SPTL SPDR Portfolio ...
26.93
-0.44% 48.01M +2.77% 1.31B 34.58 2.81% Share
14 SCHK Schwab 1000 Ind...
31.43
+0.21% 46.97M -1.56% 1.26B 20.33 2.71% Share
15 SCHH Schwab U.S. REI...
21.47
-0.14% 54.16M +0.63% 1.17B 20.29 2.50% Share
16 LQD iShares iBoxx $...
111.36
-0.18% 10.67M -0.57% 1.16B 116.1 2.49% Share
17 VWO Vanguard Emergi...
52.66
+0.35% 24.23M +2.65% 1.1B 45.08 2.35% Share
18 SPTI SPDR Portfolio ...
28.98
-0.22% 35.76M +1.31% 1.02B 30.34 2.19% Share
19 SCHG Schwab U.S. Lar...
31.10
+0.35% 38.19M -4.03% 956.2M 10.58 2.05% Share
20 SPSM SPDR Portfolio ...
45.96
-0.84% 22.56M +1.98% 919.46M 34.6 1.97% Share
21 IJR iShares Core S&...
117.93
-0.86% 8.73M +4.20% 912.51M 85.91 1.96% Share
22 SPEM SPDR Portfolio ...
45.36
+0.33% 18.6M -0.34% 732.11M 36.53 1.57% Share
23 IAGG iShares Core In...
51.25
-0.1% 14.44M +2.15% 721.93M 49.88 1.55% Share
24 SCHE Schwab Emerging...
32.19
+0.34% 18.16M -2.88% 500.56M 26.27 1.07% Share
25 IEI iShares 3-7 Yea...
119.89
-0.16% 4.1M -1.57% 484.53M 127.94 1.04% Share
26 IJH iShares Core S&...
65.46
-0.89% 8.14M -1.73% 475.11M 33.23 1.02% Share
27 NANR SPDR S&P North ...
62.06
-0.3% 5.94M -0.26% 329.87M 30.74 0.71% Share
28 SPLG SPDR Portfolio ...
76.52
+0.22% 4.98M -0.73% 327.35M 38.33 0.70% Share
29 VNQ Vanguard Real E...
91.69
-0.26% 3.26M -2.57% 295.31M 75.56 0.63% Share
30 VCSH Vanguard Short-...
79.85
-0.06% 3M -3.52% 236.89M 76.16 0.51% Share
31 TECB iShares U.S. Te...
58.88
+0.63% 4.32M -3.54% 211.34M 30.3 0.45% Share
32 EFA iShares MSCI EA...
92.39
-0.34% 1.47M -6.13% 120.25M 63.89 0.26% Share
33 SCHA Schwab U.S. Sma...
27.50
-0.67% 5.1M -0.03% 119.45M 18.06 0.26% Share
34 SCHZ Schwab U.S. Agg...
23.48
-0.15% 4.94M -2.51% 114.47M 25.58 0.25% Share
35 IJK iShares S&P Mid...
95.86
-0.96% 1.33M -1.51% 111.08M 48.1 0.24% Share
36 MDYG SPDR S&P 400 Mi...
91.44
-1.04% 1.35M -2.77% 107.26M 58.62 0.23% Share
37 SLYG SPDR S&P 600 Sm...
93.51
-0.79% 1.27M -1.64% 105.21M 65.24 0.23% Share
38 SLYV SPDR S&P 600 Sm...
88.06
-0.97% 1.31M +0.28% 102.55M 64.89 0.22% Share
39 DFAC Dimensional U.S...
37.95
-0.12% 3.08M -5.01% 101.75M 31.98 0.22% Share
40 MDYV SPDR S&P 400 Mi...
83.94
-0.86% 1.29M -3.73% 99.46M 56.28 0.21% Share
41 VTI Vanguard Total ...
320.97
+0.12% 336.97K -1.95% 92.61M 134.12 0.20% Share
42 IJJ iShares S&P Mid...
130.61
-0.71% 672.37K -2.61% 80.5M 70 0.17% Share
43 EFAV iShares MSCI EA...
85.59
-0.29% 953.07K -1.28% 74.26M 65.28 0.16% Share
44 VMBS Vanguard Mortga...
46.95
-0.28% 1.59M -20.96% 73.84M 46.17 0.16% Share
45 IWO iShares Russell...
310.61
-0.46% 272.74K +1.92% 69.69M 185.6 0.15% Share
46 BND Vanguard Total ...
74.37
-0.19% 916.64K -2.02% 67.33M 78.08 0.14% Share
47 VCRB Vanguard Core B...
78.37
-0.15% 797.15K +4.84% 61.72M 76.22 0.13% Share
48 MUB iShares Nationa...
105.68
-0.14% 574.41K -1.44% 60.57M 112 0.13% Share
49 IVE iShares S&P 500...
202.90
+0.02% 291.92K -5.77% 55.63M 138.27 0.12% Share
50 MSFT Microsoft Corpo...
498.41
+0.04% 131.59K -0.17% 49.4M 377.95 0.11% Share
51 SPHD Invesco S&P 500...
49.12
-0.2% 980.6K -1.47% 49.26M 37.77 0.11% Share
52 DFAX Dimensional Wor...
31.05
-0.14% 1.83M -1.45% 48.01M 24.96 0.10% Share
53 LVHD Franklin U.S. L...
40.82
+0.04% 1.12M -0.04% 46M 28.81 0.10% Share
54 VTEB Vanguard Tax-Ex...
49.63
-0.05% 830.25K +4.04% 41.2M 49.8 0.09% Share
55 DFIC Dimensional Int...
32.58
-0.31% 1.43M -2.39% 39.7M 26.22 0.09% Share
56 AVLV Avantis U.S. La...
71.56
-0.21% 591.06K +5.14% 38.54M 63.21 0.08% Share
57 AAPL Apple Inc.
234.35
-1.48% 167.44K +7.51% 37.19M 196.91 0.08% Share
58 TFI SPDR Nuveen Blo...
45.21
-0.11% 734.07K -3.07% 33.08M 49.39 0.07% Share
59 VTV Vanguard Value ...
182.49
+0.10% 185.22K -1.24% 31.99M 148.45 0.07% Share
60 SHM SPDR Nuveen Blo...
48.37
+0.07% 662.13K -2.99% 31.52M 49.4 0.07% Share
61 BIV Vanguard Interm...
78.28
-0.16% 402.2K -5.87% 30.8M 76.55 0.07% Share
62 IEFA iShares Core MS...
86.44
-0.35% 369.79K -12.06% 27.97M 63.88 0.06% Share
63 DFUV Dimensional US ...
44.17
+0.01% 635.51K -1.58% 26.19M 38.44 0.06% Share
64 IVW iShares S&P 500...
117.14
+0.45% 275.01K -9.58% 25.53M 49.31 0.05% Share
65 VB Vanguard Small ...
253.96
-0.76% 94.42K -2.06% 20.94M 210.48 0.04% Share
66 BSV Vanguard Short-...
78.94
-0.1% 261.64K -2.29% 20.48M 77.96 0.04% Share
67 DFAT Dimensional U.S...
58.66
-0.9% 393.47K -1.3% 20.26M 53.99 0.04% Share
68 SPY SPDR S&P 500 ET...
650.36
+0.24% 35.26K +1.56% 19.72M 440.55 0.04% Share
69 IBIT iShares Bitcoin...
63.22
-0.75% 407.31K +27.46% 19.07M 41.85 0.04% Share
70 AMZN Amazon.com, Inc...
238.24
+1.02% 93.41K -8.34% 17.77M 174.97 0.04% Share
71 GOOGL Alphabet Inc.
239.63
+2.39% 112.04K -4.09% 17.33M 136.43 0.04% Share
72 ABBV AbbVie Inc.
210.41
+0.30% 82.03K +5.34% 17.19M 99.6 0.04% Share
73 AGG iShares Core U....
100.26
-0.18% 167.24K -8.7% 16.54M 101.09 0.04% Share
74 VEA Vanguard Develo...
59.37
-0.28% 322.06K -20.27% 16.37M 46.27 0.04% Share
75 SHV iShares Short T...
110.24
-0.01% 147.01K -4.24% 16.24M 110.48 0.03% Share
76 TLH iShares 10-20 Y...
103.04
-0.37% 150.12K -11.73% 15.57M 102.11 0.03% Share
77 SCHP Schwab U.S. TIP...
27.00
-0.2% 563.76K -2.65% 15.16M 30.91 0.03% Share
78 ODFL Old Dominion Fr...
148.22
-1.91% 90.68K -0.89% 15M 152.2 0.03% Share
79 VCIT Vanguard Interm...
84.05
-0.12% 183.04K -27.99% 14.97M 81.55 0.03% Share
80 VV Vanguard Large ...
300.55
+0.29% 57.91K +1.83% 14.88M 256.93 0.03% Share
81 VOO Vanguard S&P 50...
597.87
+0.23% 27.39K -10.89% 14.08M 503.64 0.03% Share
82 SPBO SPDR Portfolio ...
29.59
-0.12% 477.26K -8.6% 13.85M 29.13 0.03% Share
83 IUSV iShares Core S&...
98.40
-0.08% 148.38K +101.28% 13.69M 87.49 0.03% Share
84 BK The Bank of New...
104.78
+0.73% 159.83K -11.14% 13.4M 51.26 0.03% Share
85 ESGD iShares ESG Awa...
91.86
-0.34% 162.99K -0.95% 13.31M 72.83 0.03% Share
86 IJS iShares S&P Sma...
109.79
-0.97% 129.21K -3.13% 12.6M 98.97 0.03% Share
87 IEMG iShares Core MS...
63.58
+0.37% 226.7K -16.31% 12.23M 53.11 0.03% Share
88 META Meta Platforms,...
765.70
+1.78% 21.09K -3.05% 12.16M 366.23 0.03% Share
89 DFEM Dimensional Eme...
31.50
+0.27% 451.52K -0.83% 11.95M 25.77 0.03% Share
90 QQQ Invesco QQQ Tru...
580.48
+0.28% 25.39K -1.4% 11.91M 364.5 0.03% Share
91 IWF iShares Russell...
453.07
+0.27% 30.82K -5.05% 11.13M 230.35 0.02% Share
92 NVDA NVIDIA Corporat...
170.76
+1.46% 93.09K -34.35% 10.09M 64.7 0.02% Share
93 EAGG iShares ESG U.S...
48.03
-0.18% 211.32K +4.80% 10.03M 47.93 0.02% Share
94 BA The Boeing Comp...
229.55
-0.61% 58.8K +7.88% 10.03M 198.7 0.02% Share
95 GOOG Alphabet Inc.
239.94
+2.47% 59.23K -3.66% 9.25M 153.52 0.02% Share
96 IBTF iShares iBonds ...
23.31
+0.02% 394.96K +10.76% 9.23M 23.28 0.02% Share
97 IVV iShares Core S&...
653.63
+0.23% 16.31K +4.56% 9.16M 493.39 0.02% Share
98 BWX SPDR Bloomberg ...
23.05
-0.24% 409.92K -23.83% 8.96M 22.23 0.02% Share
99 IBTG iShares iBonds ...
22.90
-0.02% 382.78K +5.85% 8.78M 22.85 0.02% Share
100 IBTH iShares iBonds ...
22.49
-0.07% 374.77K +10.73% 8.4M 22.34 0.02% Share
101 DFGR Dimensional Glo...
27.29
-0.18% 319.87K +0.89% 8.4M 25.3 0.02% Share
102 DUHP Dimensional US ...
36.83
-0.07% 249.47K -0.38% 8.27M 32.07 0.02% Share
103 GOVT iShares U.S. Tr...
23.14
-0.22% 343.2K -59.53% 7.89M 23 0.02% Share
104 MBB iShares MBS ETF
95.10
-0.22% 82.09K +130.41% 7.7M 93.06 0.02% Share
105 SUSB iShares ESG 1-5...
25.29
-0.08% 304.34K +3.19% 7.61M 24.39 0.02% Share
106 TSLA Tesla, Inc.
346.99
+0.17% 29.27K -2.38% 7.58M 224.18 0.02% Share
107 DFAS Dimensional U.S...
68.30
-0.83% 123.93K -6.49% 7.41M 62.32 0.02% Share
108 MMC Marsh & McLenna...
201.88
-0.78% 30.04K -11.1% 7.33M 209.9 0.02% Share
109 BRK-B Berkshire Hatha...
492.72
-0.21% 13.59K -4.11% 7.23M 334.44 0.02% Share
110 GNMA iShares GNMA Bo...
44.47
-0.19% 163.78K -11.51% 7.19M 44.24 0.02% Share
111 VO Vanguard Mid Ca...
289.83
-0.05% 26.56K -2.08% 6.87M 238.51 0.01% Share
112 SUSC iShares ESG USD...
23.53
-0.19% 295.72K +2.64% 6.82M 23.13 0.01% Share
113 KMI Kinder Morgan, ...
26.64
+0.60% 238.52K -9.07% 6.81M 17.1 0.01% Share
114 PLTR Palantir Techno...
162.32
+3.98% 79.39K -9.42% 6.7M 38.3 0.01% Share
115 DFUS Dimensional U.S...
70.83
+0.20% 108.75K +2.14% 6.58M 50.29 0.01% Share
116 IWB iShares Russell...
357.77
+0.17% 21.18K -1.48% 6.5M 241.95 0.01% Share
117 USSG Xtrackers MSCI ...
59.42
+0.30% 125.86K +2.83% 6.34M 40.96 0.01% Share
118 SLQD iShares 0-5 Yea...
50.76
-0.05% 121.77K -5.72% 6.12M 48.35 0.01% Share
119 CVMC Calvert US Mid-...
63.23
-0.64% 104.34K +3.44% 5.92M 57.23 0.01% Share
120 IBTI iShares iBonds ...
22.41
-0.07% 264.85K +71.13% 5.89M 22.15 0.01% Share
121 IWM iShares Russell...
236.83
-0.6% 29.15K -6.72% 5.82M 189.08 0.01% Share
122 IGOV iShares Interna...
42.61
-0.37% 145.44K -8.13% 5.73M 48.1 0.01% Share
123 DISV Dimensional Int...
35.19
-0.51% 195.69K -5.59% 5.7M 26.95 0.01% Share
124 SCHB Schwab U.S. Bro...
25.15
+0.18% 261.04K -0.77% 5.62M 20.79 0.01% Share
125 HD The Home Depot,...
415.33
-1.1% 15.25K -1.75% 5.59M 362.26 0.01% Share
126 ESGV Vanguard ESG U....
115.99
+0.20% 56.51K +2.42% 5.53M 78.54 0.01% Share
127 SPIB SPDR Portfolio ...
33.88
-0.09% 162.38K -8.56% 5.4M 31.96 0.01% Share
128 DIHP Dimensional Int...
30.26
-0.34% 198.16K -0.54% 5.34M 26.43 0.01% Share
129 IUSB iShares Core To...
46.71
-0.15% 115.19K -50.45% 5.31M 45.46 0.01% Share
130 LEGR First Trust Ind...
54.95
+0.62% 107.09K -21.78% 5.22M 41.92 0.01% Share
131 WTW Willis Towers W...
329.48
-0.83% 15.07K -4.01% 5.09M 211 0.01% Share
132 EFIV SPDR S&P 500 ES...
61.87
+0.36% 94.92K +2.85% 5.08M 42.67 0.01% Share
133 NFLX Netflix, Inc.
1263.25
+1.49% 5.34K -5.87% 4.98M 343.84 0.01% Share
134 ESML iShares ESG Awa...
44.73
-0.71% 126.93K -1.33% 4.88M 36.32 0.01% Share
135 AVUS Avantis U.S. Eq...
106.71
+0.08% 51.71K -0.38% 4.78M 90.01 0.01% Share
136 MDY SPDR S&P MIDCAP...
597.66
-0.89% 8.49K -2.42% 4.53M 488.28 < 0.01% Share
137 XLK Technology Sele...
265.33
+0.19% 21.89K -0.58% 4.52M 179.75 < 0.01% Share
138 GRNB VanEck Green Bo...
24.45
-0.05% 187.6K +11.76% 4.51M 23.99 < 0.01% Share
139 DFIV Dimensional Int...
45.98
-0.12% 112.44K -18.92% 4.43M 35.8 < 0.01% Share
140 ADP Automatic Data ...
297.24
-0.4% 14.12K +15.93% 4.31M 245.56 < 0.01% Share
141 SPOT Spotify Technol...
719.58
+0.18% 7.63K -3.38% 4.19M 370.12 < 0.01% Share
142 EEMX SPDR MSCI Emerg...
40.04
+0.71% 123.45K +1.73% 4.15M 30.88 < 0.01% Share
143 VIG Vanguard Divide...
212.57
-0.07% 21.23K -5.1% 4.12M 159.62 < 0.01% Share
144 SCHX Schwab U.S. Lar...
25.77
+0.23% 184.88K -1.63% 4.08M 16.99 < 0.01% Share
145 JPM JPMorgan Chase ...
297.80
+1.67% 16.5K -0.3% 4.05M 197.54 < 0.01% Share
146 BNDX Vanguard Total ...
49.42
-0.04% 82.41K +1.58K% 4.02M 48.89 < 0.01% Share
147 COST Costco Wholesal...
979.25
+0.76% 4.19K +17.65% 3.97M 797.46 < 0.01% Share
148 VOT Vanguard Mid-Ca...
290.78
+0.29% 15.88K -12.04% 3.88M 206.07 < 0.01% Share
149 ABT Abbott Laborato...
131.95
-0.19% 28.56K +3.28% 3.79M 116.62 < 0.01% Share
150 ICSH iShares Ultra S...
50.65
0.00% 73.47K +1.38% 3.73M 50.37 < 0.01% Share