Financial Engines Advisors L.L.C

Latest statistics and disclosures from Financial Engines Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Financial Engines Advisors L.L.C consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Financial Engines Advisors

Financial Engines Advisors holds 277 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio Mortgage Back Etp (SPMB) 8.7 $3.3B +5% 158M 20.80
 View chart
Spdr Port S&p 500 Value Etp (SPYV) 8.0 $3.0B +2% 74M 41.26
 View chart
Vanguard Growth Etf Etp (VUG) 7.2 $2.8B -3% 10M 272.31
 View chart
Schwab Intl Equity Etf Etp (SCHF) 6.7 $2.5B 75M 33.96
 View chart
Ishares 5-10y Inv Grade Corp Etp (IGIB) 6.0 $2.3B +6% 47M 48.65
 View chart
Spdr Portfolio Developed Wor Etp (SPDW) 4.6 $1.8B +5% 57M 31.01
 View chart
Ishares Exponential Tech Etf Etp (XT) 4.6 $1.7B 33M 52.21
 View chart
Ishares Russell 1000 Value E Etp (IWD) 4.1 $1.6B 10M 152.80
 View chart
Schwab Us Mid Cap Etf Etp (SCHM) 3.6 $1.4B +9% 21M 67.68
 View chart
Spdr Portfolio S&p 500 Growt Etp (SPYG) 3.5 $1.3B 22M 59.28
 View chart
Schwab Us Large-cap Value Etp (SCHV) 3.4 $1.3B 20M 64.46
 View chart
Spdr S&p Kensho New Economie Etp (KOMP) 3.4 $1.3B 32M 39.61
 View chart
Ishares Iboxx Investment Gra Etp (LQD) 2.8 $1.1B 11M 102.02
 View chart
Schwab 1000 Index Etf Etp (SCHK) 2.7 $1.0B +3% 25M 41.30
 View chart
Schwab U.s. Large-cap Growth Etp (SCHG) 2.4 $931M -11% 13M 72.72
 View chart
Spdr Port Lng Trm Trsry Etp (SPTL) 2.3 $881M +8% 34M 26.15
 View chart
Schwab Us Reit Etf Etp (SCHH) 2.2 $841M +4% 47M 17.75
 View chart
Spdr Portfolio S&p 600 Small Etp (SPSM) 2.0 $761M +4% 21M 36.90
 View chart
Spdr Port Int Treasury Term Etp (SPTI) 2.0 $759M +13% 28M 27.53
 View chart
Vanguard Ftse Emerging Marke Etp (VWO) 2.0 $757M +2% 19M 39.21
 View chart
Ishares Core S&p Small-cap E Etp (IJR) 1.9 $712M +2% 7.5M 94.79
 View chart
Ishares International Treasu Etp (IGOV) 1.5 $555M -12% 15M 37.17
 View chart
Spdr Portfolio Emerging Mark Etp (SPEM) 1.4 $536M +6% 16M 33.57
 View chart
Ishares 3-7 Year Treasury Bo Etp (IEI) 1.3 $479M +2% 4.2M 113.16
 View chart
Ishares Core S&p Midcap Etf Etp (IJH) 1.3 $477M 1.9M 250.49
 View chart
Schwab Emerging Markets Equi Etp (SCHE) 1.2 $467M 20M 23.94
 View chart
Spdr S&p North American Natu Etp (NANR) 0.9 $325M 6.1M 52.94
 View chart
Vanguard Real Estate Etf Etp (VNQ) 0.7 $265M 3.5M 76.38
 View chart
Spdr Portfolio S&p 500 Etf Etp (SPLG) 0.7 $252M 5.0M 50.26
 View chart
Vanguard S/t Corp Bond Etf Etp (VCSH) 0.6 $228M 3.0M 75.15
 View chart
Ishares Us Tech Breakthrough Etp (TECB) 0.6 $223M -30% 6.1M 36.57
 View chart
Spdr S&p 400 Mid Capgrowth E Etp (MDYG) 0.3 $127M +11% 1.8M 69.14
 View chart
Ishares S&p Mid-cap 400 Grow Etp (IJK) 0.3 $120M -2% 1.7M 72.50
 View chart
Ishares Msci Eafe Etf Etp (EFA) 0.3 $115M 1.7M 68.92
 View chart
Schwab Us Aggregate Bond Etf Etp (SCHZ) 0.3 $114M +5% 2.6M 44.23
 View chart
Spdr S&p 400 Mid Cap Value E Etp (MDYV) 0.3 $112M +18% 1.7M 64.86
 View chart
Schwab Us Small-cap Etf Etp (SCHA) 0.3 $111M 2.7M 41.42
 View chart
Spdr S&p 600 Small Cap Growt Etp (SLYG) 0.3 $104M 1.4M 73.27
 View chart
Spdr S&p 600 Small Cap Value Etp (SLYV) 0.3 $97M 1.3M 72.37
 View chart
Ishares S&p Mid-cap 400 Valu Etp (IJJ) 0.2 $81M -2% 798k 101.50
 View chart
Vanguard Total Stock Mkt Etf Etp (VTI) 0.2 $79M 374k 212.41
 View chart
Ishares Russell 2000 Growth Etp (IWO) 0.2 $73M -2% 327k 224.60
 View chart
Ishares Msci Eafe Min Vol Fa Etp (EFAV) 0.2 $66M -2% 1.0M 65.22
 View chart
Vanguard Mortgage-backed Sec Etp (VMBS) 0.2 $59M +32% 1.3M 43.78
 View chart
Vanguard Total Bond Market Etp (BND) 0.2 $58M +2% 825k 69.78
 View chart
Ishares National Muni Bond E Etp (MUB) 0.1 $49M 476k 102.54
 View chart
Vanguard Ftse Developed Etf Etp (VEA) 0.1 $48M -6% 1.1M 43.72
 View chart
Ishares S&p 500 Value Etf Etp (IVE) 0.1 $47M -5% 305k 154.68
 View chart
Invesco S&p 500 High Dividen Etp (SPHD) 0.1 $43M -2% 1.1M 39.19
 View chart
Franklin U.s. Low Volatility Etp (LVHD) 0.1 $40M 1.2M 33.88
 View chart
Vanguard Tax-exempt Bond Etf Etp (VTEB) 0.1 $36M -10% 743k 48.10
 View chart
Spdr Nuveen Bloomberg Short Etp (SHM) 0.1 $35M -2% 764k 46.23
 View chart
Spdr Nuveen Bloomberg Munici Etp (TFI) 0.1 $34M -3% 788k 43.70
 View chart
Ishares Core Msci Eafe Etf Etp (IEFA) 0.1 $31M -4% 488k 64.35
 View chart
Ishares S&p 500 Growth Etf Etp (IVW) 0.1 $31M -6% 450k 68.64
 View chart
Ishares Short Treasury Bond Etp (SHV) 0.1 $22M -5% 196k 110.47
 View chart
Spdr Port Int Corp Bond Etf Etp (SPIB) 0.0 $18M -32% 569k 31.45
 View chart
Old Dominion Freight Line Common Stock (ODFL) 0.0 $17M 41k 409.14
 View chart
Schwab U.s. Tips Etf Etp (SCHP) 0.0 $16M 322k 50.49
 View chart
Spdr S&p 500 Etf Trust Etp (SPY) 0.0 $16M -7% 36k 429.05
 View chart
Apple Common Stock (AAPL) 0.0 $15M -12% 85k 171.21
 View chart
Ishares Core U.s. Aggregate Etp (AGG) 0.0 $14M -37% 152k 94.04
 View chart
Dimensional Us Core Equity 2 Etp (DFAC) 0.0 $14M 534k 26.20
 View chart
Ishares Core Msci Emerging Etp (IEMG) 0.0 $13M -2% 283k 47.59
 View chart
Ishares Russell 1000 Growth Etp (IWF) 0.0 $13M -6% 49k 266.49
 View chart
Abbvie Common Stock (ABBV) 0.0 $13M -7% 84k 149.08
 View chart
Blackrock Ultra Short-term B Etp (ICSH) 0.0 $12M +746% 247k 50.38
 View chart
Microsoft Corp Common Stock (MSFT) 0.0 $12M +9% 39k 315.75
 View chart
Vanguard Value Etf Etp (VTV) 0.0 $11M -6% 83k 137.93
 View chart
Alphabet Inc-cl A Common Stock (GOOGL) 0.0 $11M 86k 130.86
 View chart
Dimensional World Ex Us Core Etp (DFAX) 0.0 $11M 466k 22.52
 View chart
Spdr Bloomberg Int Treasury Etp (BWX) 0.0 $10M -43% 490k 21.24
 View chart
Invesco Qqq Trust Series 1 Etp (QQQ) 0.0 $9.5M -8% 27k 358.79
 View chart
Bank Of New York Mellon Corp Common Stock (BK) 0.0 $9.5M 223k 42.69
 View chart
Ishares Trust Ishares Esg Aw Etp (ESGD) 0.0 $7.7M +11% 112k 69.13
 View chart
Amazon.com Common Stock (AMZN) 0.0 $7.4M 58k 127.12
 View chart
Ishares 0-5 Yr Inv Grd Corp Etp (SLQD) 0.0 $7.4M 154k 47.99
 View chart
Vanguard Mid-cap Etf Etp (VO) 0.0 $6.7M -15% 32k 208.24
 View chart
Vanguard Small-cap Etf Etp (VB) 0.0 $6.5M 34k 189.07
 View chart
Boeing Co/the Common Stock (BA) 0.0 $6.4M -4% 34k 191.68
 View chart
Spdr Portfolio Corporate Bon Etp (SPBO) 0.0 $6.3M +32% 229k 27.58
 View chart
Ishares Russell 1000 Etf Etp (IWB) 0.0 $6.3M -4% 27k 235.91
 View chart
Ishares Core S&p 500 Etf Etp (IVV) 0.0 $5.5M +50% 13k 431.29
 View chart
Tesla Common Stock (TSLA) 0.0 $5.4M -13% 22k 250.22
 View chart
Dimensional Us Marketwide Va Etp (DFUV) 0.0 $5.1M 150k 34.02
 View chart
Meta Platforms Inc-class A Common Stock (META) 0.0 $4.5M +10% 15k 300.21
 View chart
Spdr S&p Midcap 400 Etf Trst Etp (MDY) 0.0 $4.4M -14% 9.6k 458.24
 View chart
Kinder Morgan Common Stock (KMI) 0.0 $4.3M 260k 16.64
 View chart
Edwards Lifesciences Corp Common Stock (EW) 0.0 $4.2M NEW 61k 69.28
 View chart
Fidelity Real Estate Etf Etp (FREL) 0.0 $4.1M -2% 182k 22.75
 View chart
Xtrackers Msci Usa Esg Ldrs Etp (USSG) 0.0 $4.1M +8% 104k 39.66
 View chart
Ishares Russell Mid-cap Grow Etp (IWP) 0.0 $4.1M -7% 45k 91.53
 View chart
Ishares Esg Aware Usd Corpor Etp (SUSC) 0.0 $3.9M +14% 180k 21.76
 View chart
Nvidia Corp Common Stock (NVDA) 0.0 $3.8M -4% 8.8k 435.01
 View chart
Ishares Us Treasury Bond Etf Etp (GOVT) 0.0 $3.7M -78% 170k 22.04
 View chart
Berkshire Hathaway Inc-cl B Common Stock (BRK.B) 0.0 $3.6M 10k 350.30
 View chart
Vanguard Esg Us Stock Etf Etp (ESGV) 0.0 $3.5M +8% 47k 75.22
 View chart
Willis Towers Watson Common Stock (WTW) 0.0 $3.5M +2% 17k 208.97
 View chart
Ishares Gnma Bond Etf Etp (GNMA) 0.0 $3.3M -84% 80k 41.78
 View chart
Technology Select Sect Spdr Etp (XLK) 0.0 $3.3M -18% 20k 163.93
 View chart
Alphabet Inc-cl C Common Stock (GOOG) 0.0 $3.3M -8% 25k 131.85
 View chart
Ishares Russell 2000 Etf Etp (IWM) 0.0 $3.2M -5% 18k 177.52
 View chart
Spdr S&p 500 Esg Etf Etp (EFIV) 0.0 $3.2M +8% 78k 41.49
 View chart
Pimco Intermediate Municipal Etp (MUNI) 0.0 $3.2M +3% 64k 50.07
 View chart
Ishares Esg Aware Msci Usa S Etp (ESML) 0.0 $3.2M +11% 95k 33.76
 View chart
Vanguard Dividend Apprec Etf Etp (VIG) 0.0 $3.1M +4% 20k 156.12
 View chart
Schwab Us Large-cap Etf Etp (SCHX) 0.0 $3.0M 60k 50.60
 View chart
Ishares Esg Aware 1-5 Year U Etp (SUSB) 0.0 $3.0M +14% 128k 23.77
 View chart
Marsh & Mclennan Cos Common Stock (MMC) 0.0 $2.9M -82% 3.6k 811.31
 View chart
Abbott Laboratories Common Stock (ABT) 0.0 $2.7M -7% 28k 97.35
 View chart
First Trust Indxx Innovative Etp (LEGR) 0.0 $2.7M +4% 73k 36.90
 View chart
Ishares S&p Small-cap 600 Gr Etp (IJT) 0.0 $2.6M -2% 24k 110.08
 View chart
Industrial Select Sect Spdr Etp (XLI) 0.0 $2.6M -25% 25k 101.38
 View chart
Dimensional Us Equity Etf Etp (DFUS) 0.0 $2.5M -2% 53k 46.55
 View chart
Spdr Bloomberg 1-3 Month T-b Etp (BIL) 0.0 $2.5M -19% 27k 91.82
 View chart
Ishares S&p Small-cap 600 Va Etp (IJS) 0.0 $2.4M 27k 89.74
 View chart
Spdr Msci Em Fsl Fl Rsv Free Etp (EEMX) 0.0 $2.4M +22% 84k 28.99
 View chart
Phillips 66 Common Stock (PSX) 0.0 $2.4M NEW 20k 120.15
 View chart
Etfmg Prime Cyber Security E Etp 0.0 $2.4M +3% 46k 51.60
 View chart
Olin Corp Common Stock (OLN) 0.0 $2.3M 46k 49.98
 View chart
Vanguard Mid-cap Growth Etf Etp (VOT) 0.0 $2.2M 12k 194.77
 View chart
Netflix Common Stock (NFLX) 0.0 $2.2M 6.0k 377.60
 View chart
Viasat Common Stock (VSAT) 0.0 $2.2M -20% 118k 18.46
 View chart
Vanguard Financials Etf Etp (VFH) 0.0 $2.1M -19% 26k 80.83
 View chart
Vaneck Green Bond Etf Etp (GRNB) 0.0 $2.1M +9% 93k 22.67
 View chart
Automatic Data Processing Common Stock (ADP) 0.0 $2.0M -6% 8.4k 241.46
 View chart
Vanguard Small-cap Grwth Etf Etp (VBK) 0.0 $1.9M -7% 9.1k 214.18
 View chart
Global X Robotics & Artifici Etp (BOTZ) 0.0 $1.9M +5% 78k 24.72
 View chart
Etfmg Prime Mobile Payments Etp 0.0 $1.9M +6% 48k 39.10
 View chart
Ishares Core S&p U.s. Value Etp (IUSV) 0.0 $1.8M 24k 75.06
 View chart
Ishares Russell Mid-cap Valu Etp (IWS) 0.0 $1.8M +4% 17k 104.92
 View chart
Chevron Corp Common Stock (CVX) 0.0 $1.8M -19% 9.7k 182.97
 View chart
Ishares Russell Mid-cap Etf Etp (IWR) 0.0 $1.8M -24% 25k 69.52
 View chart
Spdr Portfolio S&p 400 Mid C Etp (SPMD) 0.0 $1.8M +53% 40k 43.79
 View chart
Spdr Msci Acwi Ex-us Etp (CWI) 0.0 $1.7M 70k 24.89
 View chart
Vanguard Intermediate-term B Etp (BIV) 0.0 $1.7M -85% 24k 72.31
 View chart
Mdu Resources Group Common Stock (MDU) 0.0 $1.7M -74% 32k 52.62
 View chart
Salesforce Common Stock (CRM) 0.0 $1.6M 8.1k 202.78
 View chart
Home Depot Common Stock (HD) 0.0 $1.6M +7% 5.5k 302.14
 View chart
Global X Blockchain Etf Etp (BKCH) 0.0 $1.6M +3% 70k 23.30
 View chart
Ishares Msci Eafe Value Etf Etp (EFV) 0.0 $1.5M 32k 48.93
 View chart
Royal Bank Of Canada Common Stock (RY) 0.0 $1.5M +61% 18k 87.44
 View chart
Davita Common Stock (DVA) 0.0 $1.5M 16k 94.53
 View chart
Sonoco Products Common Stock (SON) 0.0 $1.5M +84% 28k 54.35
 View chart
Exxon Mobil Corp Common Stock (XOM) 0.0 $1.5M +12% 13k 117.58
 View chart
Ishares Short-term National Etp (SUB) 0.0 $1.5M -21% 14k 102.86
 View chart
Schwab Crypto Thematic Etf Etp (STCE) 0.0 $1.4M +3% 75k 19.38
 View chart
Ishares Tips Bond Etf Etp (TIP) 0.0 $1.4M +2% 14k 103.72
 View chart
Starbucks Corp Common Stock (SBUX) 0.0 $1.4M +9% 15k 91.27
 View chart
Ishares Msci Emerging Market Etp (EEM) 0.0 $1.4M -9% 37k 37.95
 View chart
Proshares Bitcoin Strat Etf Etp (BITO) 0.0 $1.4M +11% 99k 13.81
 View chart
Siren Nexgen Economy Etf Etp (BLCN) 0.0 $1.4M +4% 72k 18.99
 View chart
Unitedhealth Group Common Stock (UNH) 0.0 $1.4M +3% 2.7k 504.16
 View chart
Proshares Ultra Qqq Etp (QLD) 0.0 $1.3M 23k 59.53
 View chart
Johnson & Johnson Common Stock (JNJ) 0.0 $1.3M -5% 8.5k 155.75
 View chart
Amcor Common Stock (AMCR) 0.0 $1.3M -2% 140k 9.16
 View chart
Wisdomtree Us Midcap Dividen Etp (DON) 0.0 $1.3M -2% 31k 40.96
 View chart
Amplify Transfor Data Sharin Etp (BLOK) 0.0 $1.2M 62k 19.93
 View chart
Vanguard Short-term Bond Etf Etp (BSV) 0.0 $1.2M -7% 16k 75.17
 View chart
Schwab Intermediate-term Us Etp (SCHR) 0.0 $1.2M -59% 25k 47.94
 View chart
Spdr Portfolio Tips Etf Etp (SPIP) 0.0 $1.1M +15% 46k 24.84
 View chart
Schwab Intl Small-cap Equity Etp (SCHC) 0.0 $1.1M 35k 32.25
 View chart
At&t Common Stock (T) 0.0 $1.1M +50% 75k 15.02
 View chart
Carpenter Technology Common Stock (CRS) 0.0 $1.1M -2% 16k 67.21
 View chart
Ishares Core High Dividend E Etp (HDV) 0.0 $1.1M 11k 99.97
 View chart
Graco Common Stock (GGG) 0.0 $1.0M +32% 10k 100.96
 View chart
Vanguard Large-cap Etf Etp (VV) 0.0 $989k +81% 5.1k 195.69
 View chart
Verizon Communications Common Stock (VZ) 0.0 $974k +3% 30k 32.41
 View chart
Ishares Core S&p Total U.s. Etp (ITOT) 0.0 $954k +11% 10k 94.62
 View chart
Amgen Common Stock (AMGN) 0.0 $936k +48% 3.5k 268.74
 View chart
Pepsico Common Stock (PEP) 0.0 $930k +7% 5.5k 169.46
 View chart
Ishares Core Dividend Growth Etp (DGRO) 0.0 $925k -10% 19k 49.92
 View chart
Costco Wholesale Corp Common Stock (COST) 0.0 $918k -8% 1.6k 564.96
 View chart
Vanguard Small-cap Value Etf Etp (VBR) 0.0 $893k -6% 5.6k 159.49
 View chart
Vanguard Mid-cap Value Etf Etp (VOE) 0.0 $882k 6.7k 130.96
 View chart
O'reilly Automotive Common Stock (ORLY) 0.0 $871k -47% 934.00 932.94
 View chart
Jpmorgan Chase & Co Common Stock (JPM) 0.0 $847k +103% 5.8k 145.03
 View chart
Schwab Us Dvd Equity Etf Etp (SCHD) 0.0 $840k +11% 12k 70.76
 View chart
Vanguard S&p 500 Etf Etp (VOO) 0.0 $796k +27% 2.0k 394.20
 View chart
Schwab Short-term Us Treas Etp (SCHO) 0.0 $758k -68% 16k 47.89
 View chart
Ovintiv Common Stock (OVV) 0.0 $750k -27% 16k 47.57
 View chart
Invesco S&p 500 Quality Etf Etp (SPHQ) 0.0 $736k 15k 50.04
 View chart
H.b. Fuller Common Stock (FUL) 0.0 $731k +88% 11k 68.61
 View chart
Invesco Global Clean Energy Etp (PBD) 0.0 $729k 47k 15.38
 View chart
Intl Business Machines Corp Common Stock (IBM) 0.0 $706k +18% 5.0k 140.29
 View chart
Integral Ad Science Holding Common Stock (IAS) 0.0 $696k NEW 59k 11.89
 View chart
Hf Sinclair Corp Common Stock (DINO) 0.0 $668k -7% 12k 56.93
 View chart
Sysco Corp Common Stock (SYY) 0.0 $638k -2% 9.7k 66.05
 View chart
Materials Select Sector Spdr Etp (XLB) 0.0 $622k -3% 7.9k 78.55
 View chart
Vanguard High Dvd Yield Etf Etp (VYM) 0.0 $612k 5.9k 103.32
 View chart
Ishares 1-3 Year Treasury Bo Etp (SHY) 0.0 $608k 7.5k 80.97
 View chart
Nordstrom Common Stock (JWN) 0.0 $608k -5% 41k 14.94
 View chart
Wisdomtree Emerging Markets Etp (DEM) 0.0 $596k 16k 37.48
 View chart
Ishares Msci Acwi Etf Etp (ACWI) 0.0 $594k +12% 6.4k 92.37
 View chart
Lowe's Cos Common Stock (LOW) 0.0 $580k +142% 2.8k 207.81
 View chart
Nextera Energy Common Stock (NEE) 0.0 $577k +134% 10k 57.29
 View chart
Vanguard Long-term Bond Etf Etp (BLV) 0.0 $576k -83% 8.6k 67.06
 View chart
Eli Lilly & Co Common Stock (LLY) 0.0 $557k +23% 1.0k 537.00
 View chart
Cisco Systems Common Stock (CSCO) 0.0 $537k -78% 10k 53.76
 View chart
Dimensional Emerging Core Eq Etp (DFAE) 0.0 $525k -31% 23k 22.57
 View chart
Union Pacific Corp Common Stock (UNP) 0.0 $524k -18% 2.6k 203.66
 View chart
Invesco National Amt-free Mu Etp (PZA) 0.0 $506k -6% 23k 22.16
 View chart
Ishares Msci Usa Momentum Fa Etp (MTUM) 0.0 $504k -5% 3.6k 140.11
 View chart
Trinity Industries Common Stock (TRN) 0.0 $491k 20k 24.35
 View chart
Invesco S&p 500 Equal Weight Etp (RSPT) 0.0 $478k +11% 17k 28.15
 View chart
Dimensional Us Target Value Etp (DFAT) 0.0 $474k -3% 10k 45.69
 View chart
Mastercard Inc - A Common Stock (MA) 0.0 $464k 1.2k 395.77
 View chart
Lockheed Martin Corp Common Stock (LMT) 0.0 $460k NEW 1.1k 408.84
 View chart
Dnp Select Income Fund Closed-End Fund (DNP) 0.0 $444k 46k 9.59
 View chart
Schwab Us Broad Market Etf Etp (SCHB) 0.0 $443k +19% 8.9k 49.85
 View chart
Schwab Fundamental Intl L/c Etp (FNDF) 0.0 $439k +6% 14k 31.67
 View chart
Fortune Brands Innovations I Common Stock (FBIN) 0.0 $435k -18% 6.4k 67.89
 View chart
Darden Restaurants Common Stock (DRI) 0.0 $431k +2% 3.0k 143.22
 View chart
Procter & Gamble Co/the Common Stock (PG) 0.0 $425k -47% 2.9k 145.85
 View chart
Fidelity Us Utilities Etf Etp (FUTY) 0.0 $422k 11k 37.92
 View chart
Dimensional International Etp (DFAI) 0.0 $415k -3% 16k 26.11
 View chart
Rtx Corp Common Stock (RTX) 0.0 $408k +31% 5.7k 71.96
 View chart
Visa Inc-class A Shares Common Stock (V) 0.0 $402k +2% 1.7k 229.99
 View chart
Coca-cola Co/the Common Stock (KO) 0.0 $398k +37% 7.1k 56.43
 View chart
Vanguard Info Tech Etf Etp (VGT) 0.0 $391k -18% 941.00 415.89
 View chart
Comcast Corp-class A Common Stock (CMCSA) 0.0 $382k +41% 8.6k 44.34
 View chart
Vanguard Intermediate-term T Etp (VGIT) 0.0 $377k -30% 6.6k 57.15
 View chart
Ishares Msci Emr Mrk Ex Chna Etp (EMXC) 0.0 $375k -6% 7.5k 49.83
 View chart
Ishares Select Dividend Etf Etp (DVY) 0.0 $367k 3.4k 109.10
 View chart
Vanguard Extended Market Etf Etp (VXF) 0.0 $360k +2% 2.5k 143.81
 View chart
Pimco Inv Grade Corp Bd Etf Etp (CORP) 0.0 $355k -78% 3.9k 91.11
 View chart
Wells Fargo & Co Common Stock (WFC) 0.0 $352k +2% 8.6k 40.86
 View chart
Southern Co/the Common Stock (SO) 0.0 $351k -3% 5.4k 64.72
 View chart
Ford Motor Common Stock (F) 0.0 $347k 28k 12.42
 View chart
Nordic American Tankers Common Stock (NAT) 0.0 $344k 81k 4.25
 View chart
Knife River Corp Common Stock (KNF) 0.0 $341k NEW 7.0k 48.83
 View chart
Spdr S&p Dividend Etf Etp (SDY) 0.0 $338k 2.9k 115.02
 View chart
Potlatchdeltic Corp Reit (PCH) 0.0 $335k +67% 7.4k 45.39
 View chart
Associated Banc-corp Common Stock (ASB) 0.0 $334k 20k 17.11
 View chart
Ishares S&p 100 Etf Etp (OEF) 0.0 $321k 1.6k 201.38
 View chart
Applied Materials Common Stock (AMAT) 0.0 $320k NEW 2.3k 138.44
 View chart
Merck & Co Common Stock (MRK) 0.0 $319k -6% 3.1k 103.67
 View chart
Ishares 20 Plus Year Treasury Bo Etp (TLT) 0.0 $318k -89% 3.6k 88.68
 View chart
Mcdonald's Corp Common Stock (MCD) 0.0 $314k +47% 1.2k 263.44
 View chart
Jpmorgan Realty Income Etf Etp (JPRE) 0.0 $307k -53% 7.9k 38.95
 View chart
Northrop Grumman Corp Common Stock (NOC) 0.0 $301k 684.00 440.32
 View chart
Invesco Total Return Bond Et Etp (GTO) 0.0 $287k 6.4k 44.63
 View chart
Proshares Ultra Dow30 Etp (DDM) 0.0 $287k 4.5k 63.44
 View chart
First Trust Tcw Unconstraine Etp (UCON) 0.0 $285k -7% 12k 23.90
 View chart
Coursera Common Stock (COUR) 0.0 $284k NEW 15k 18.69
 View chart
General Mills Common Stock (GIS) 0.0 $281k +7% 4.4k 63.98
 View chart
Spdr Djia Trust Etp (DIA) 0.0 $281k 837.00 335.68
 View chart
Ishares Russell 3000 Etf Etp (IWV) 0.0 $271k +31% 1.1k 246.06
 View chart
Astec Industries Common Stock (ASTE) 0.0 $271k +8% 5.7k 47.11
 View chart
Duke Energy Corp Common Stock (DUK) 0.0 $267k NEW 3.0k 88.25
 View chart
Pimco Enhanced Short Maturit Etp (MINT) 0.0 $264k +4% 2.6k 100.14
 View chart
Spdr Doubleline Tr Tact Etf Etp (TOTL) 0.0 $264k -7% 6.8k 38.65
 View chart
Delta Air Lines Common Stock (DAL) 0.0 $263k 6.4k 41.37
 View chart
Deere & Co Common Stock (DE) 0.0 $256k +29% 677.00 378.73
 View chart
Financial Select Sector Spdr Etp (XLF) 0.0 $254k -37% 7.6k 33.17
 View chart
General Electric Common Stock (GE) 0.0 $253k NEW 2.3k 110.63
 View chart
Vanguard Total Intl Etp (VXUS) 0.0 $250k 4.7k 53.52
 View chart
Caterpillar Common Stock (CAT) 0.0 $249k NEW 911.00 273.00
 View chart
Intel Corp Common Stock (INTC) 0.0 $248k NEW 7.0k 35.55
 View chart
Pfizer Common Stock (PFE) 0.0 $245k NEW 7.4k 33.17
 View chart
Global X S&p 500 Ca Val Etf Etp (CATH) 0.0 $244k 4.7k 52.30
 View chart
Ishares Msci World Etf Etp (URTH) 0.0 $243k -32% 2.0k 120.18
 View chart
Bristol-myers Squibb Common Stock (BMY) 0.0 $241k NEW 4.1k 58.04
 View chart
Adobe Common Stock (ADBE) 0.0 $240k 470.00 509.90
 View chart
Accenture Plc-cl A Common Stock (ACN) 0.0 $240k 780.00 307.11
 View chart
Ishares Msci Usa Value Facto Etp (VLUE) 0.0 $237k -50% 2.6k 91.40
 View chart
Mondelez International Inc-a Common Stock (MDLZ) 0.0 $234k NEW 3.4k 69.82
 View chart
Perrigo Common Stock (PRGO) 0.0 $232k -21% 7.3k 31.95
 View chart
Chipotle Mexican Grill Common Stock (CMG) 0.0 $224k 122.00 1831.83
 View chart
Bank Of America Corp Common Stock (BAC) 0.0 $222k NEW 8.1k 27.51
 View chart
Danaher Corp Common Stock (DHR) 0.0 $220k NEW 888.00 248.13
 View chart
Warner Bros Discovery Common Stock (WBD) 0.0 $220k +70% 20k 10.86
 View chart
Walmart Common Stock (WMT) 0.0 $211k NEW 1.3k 159.92
 View chart
Vanguard Short-term Tips Etp (VTIP) 0.0 $208k -4% 4.4k 47.28
 View chart
Waste Management Common Stock (WM) 0.0 $206k 1.4k 152.45
 View chart
Ishares Esg Aware Msci Usa Etp (ESGU) 0.0 $205k -29% 2.2k 94.31
 View chart
Spdr Gold Shares Etp (GLD) 0.0 $204k -42% 1.2k 171.45
 View chart

Past Filings by Financial Engines Advisors

SEC 13F filings are viewable for Financial Engines Advisors going back to 2011

View all past filings