Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Financial Engines Advisors L.L.C

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

Top 5 stock holdings are SPYV, SPMB, SCHF, VUG, IGIB, and represent 36.15% of Financial Engines Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$1.7B), SCHV (+$936M), SCHM (+$928M), SCHG (+$795M), SCHK (+$541M), SPDW (+$166M), SPMB (+$143M), IGIB (+$122M), SPTL (+$94M), SPYV (+$78M).
Started 81 new stock positions in COWZ, VDE, VLY, PKW, CALF, RSP, ROK, DUK, SLB, SHEN.
Reduced shares in these 10 stocks: VUG (-$197M), IWD (-$60M), SPYG (-$43M), KOMP (-$39M), IJH (-$20M), SCHE (-$14M), TECB (-$12M), Ishares Ibonds Dec 2024 Term T (-$8.5M), IWO (-$6.8M), IJK (-$6.4M).
Sold out of its positions in ADTN, MO, ELV, Arista Networks, ASB, BR, CUK, Citius Pharmaceuticals, IIPR, IYW. AGZ, IWX, Ishares Tr ibonds dec, Ishares Ibonds Dec 2024 Term T, PTN, PH, BIL, TELL, ITM.
Financial Engines Advisors was a net buyer of stock by $5.8B.
Financial Engines Advisors has $48B in assets under management (AUM), dropping by -0.84%.
Central Index Key (CIK): 0001420473

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 csv

Download as Excel

Portfolio Holdings for Financial Engines Advisors

Financial Engines Advisors holds 442 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	8.4	$4.0B		78M	51.14	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	8.3	$3.9B	+3%	183M	21.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.7	$3.2B	+112%	172M	18.50	View chart
Vanguard Index Fds Growth Etf (VUG)	6.6	$3.1B	-5%	7.6M	410.44	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	6.2	$2.9B	+4%	57M	51.51	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.8	$2.3B	+7%	67M	34.13	View chart
Ishares Tr Exponential Tech (XT)	4.4	$2.1B		35M	59.66	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.7	$1.8B	-2%	20M	87.90	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	3.6	$1.7B	-2%	34M	50.83	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.5	$1.7B	-3%	9.0M	185.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.5	$1.6B	+129%	59M	27.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.0	$1.4B	+184%	55M	26.07	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	2.8	$1.4B	+66%	48M	28.31	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	2.6	$1.2B	+8%	47M	26.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.4	$1.1B		11M	106.84	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.4	$1.1B		54M	21.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.3	$1.1B	+253%	40M	27.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.2	$1.0B	+3%	24M	44.04	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.1	$994M		22M	44.92	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.1	$984M	+3%	35M	27.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$965M	+2%	8.4M	115.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.5	$716M		19M	38.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.5	$706M	+4%	14M	49.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$516M	-3%	8.3M	62.31	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.0	$498M	-2%	19M	26.63	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.0	$482M		4.2M	115.55	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$346M		5.0M	68.94	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.6	$305M		6.0M	51.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$298M		3.3M	89.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$243M	+2%	3.1M	78.01	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.5	$238M	-4%	4.5M	53.19	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$132M	+94%	5.1M	25.86	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$123M	-4%	1.4M	90.93	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.3	$121M	-3%	1.4M	86.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$119M		1.6M	75.61	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$116M	-2%	1.3M	90.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$115M	+100%	5.1M	22.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$114M	-4%	1.3M	87.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$112M	+50%	3.2M	34.59	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$108M	-3%	1.3M	80.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$100M		344k	289.81	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$92M	+41%	2.0M	45.34	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$86M	-5%	690k	124.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$77M	-8%	268k	287.82	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$68M		965k	70.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$67M	+5%	936k	71.91	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$62M		583k	106.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$59M	+9%	310k	190.88	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$58M	+6%	760k	75.81	View chart
Microsoft Corporation (MSFT)	0.1	$56M	+71%	132k	421.50	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$48M	-2%	995k	48.31	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$46M	+41%	1.9M	24.86	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$43M		1.1M	38.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$40M		798k	50.13	View chart
Apple (AAPL)	0.1	$39M	+39%	156k	250.42	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$38M	+74%	1.5M	25.84	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$38M	+3%	562k	66.77	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$35M	-3%	757k	45.62	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$32M	-5%	683k	47.39	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$32M	+68%	427k	74.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$32M	+27%	188k	169.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$31M	-7%	304k	101.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$30M	+2%	421k	70.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$26M	+59%	646k	40.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$23M	+24%	96k	240.28	View chart
Amazon (AMZN)	0.0	$22M	+45%	102k	219.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$22M	+44%	399k	55.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$22M	+40%	117k	189.30	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$21M	+79%	268k	77.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$20M	+162%	254k	80.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$20M	-3%	35k	586.08	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$20M	+221%	848k	22.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$19M	+31%	404k	47.82	View chart
NVIDIA Corporation (NVDA)	0.0	$19M	+21%	142k	134.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$18M		183k	96.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$17M	+26%	320k	53.05	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$17M	+36%	170k	99.54	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$17M	-5%	154k	110.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$17M	+77%	31k	538.81	View chart
Old Dominion Freight Line (ODFL)	0.0	$16M	+22%	92k	176.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$15M	+91%	57k	269.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$15M	+88%	579k	25.83	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$15M		522k	28.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$15M	+61%	133k	108.61	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$14M	+8%	271k	52.22	View chart
Abbvie (ABBV)	0.0	$14M		78k	177.70	View chart
Bank of New York Mellon Corporation (BK)	0.0	$14M	-8%	180k	76.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$13M		26k	511.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$13M	+7%	33k	401.58	View chart
Meta Platforms Cl A (META)	0.0	$13M	+67%	22k	585.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$13M	+2%	165k	76.14	View chart
Tesla Motors (TSLA)	0.0	$12M	+7%	30k	403.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$12M	+44%	455k	26.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$12M	+74%	62k	190.44	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$12M	+4%	538k	21.39	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$11M	+263%	233k	45.20	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$10M	NEW	138k	75.71	View chart
Boeing Company (BA)	0.0	$9.6M	+23%	55k	177.00	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$9.4M	+42%	202k	46.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$9.2M	+30%	16k	588.67	View chart
Vanguard World Extended Dur (EDV)	0.0	$9.0M	NEW	132k	67.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$8.6M	+101%	133k	65.08	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$8.5M	+36%	250k	33.79	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$8.3M	-2%	357k	23.32	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$8.2M		362k	22.81	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$8.1M	+47%	317k	25.54	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$8.0M	+697%	327k	24.29	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$7.9M	-15%	185k	42.93	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$7.5M	+12%	339k	22.20	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$7.3M	+53%	295k	24.70	View chart
Kinder Morgan (KMI)	0.0	$7.2M	-10%	262k	27.40	View chart
Marsh & McLennan Companies (MMC)	0.0	$7.2M	+1030%	34k	212.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$7.2M	+17%	27k	264.13	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$6.9M	+22%	22k	322.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$6.9M	-10%	31k	220.96	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$6.8M	+252%	74k	92.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$6.8M		107k	63.75	View chart
Palantir Technologies Cl A (PLTR)	0.0	$6.6M	+2%	88k	75.63	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.0	$6.6M	-3%	122k	53.98	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$6.5M	+2%	288k	22.72	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$6.4M	-2%	129k	49.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$6.4M	+33%	14k	453.29	View chart
First Tr Exchange-traded Indxx Inovtv Etf (LEGR)	0.0	$6.4M	+42%	137k	46.40	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$6.1M	-14%	158k	38.42	View chart
Home Depot (HD)	0.0	$6.0M	+102%	16k	388.99	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.0	$6.0M	-4%	101k	59.41	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$6.0M	+274%	263k	22.70	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$5.8M	NEW	141k	41.27	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$5.8M	+2%	178k	32.76	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$5.8M	-4%	55k	104.89	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$5.5M	+36%	207k	26.57	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$5.4M	-12%	129k	42.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$5.4M	+972%	66k	81.98	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.0	$5.2M	-3%	92k	56.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$5.1M	+7%	22k	232.52	View chart
Netflix (NFLX)	0.0	$5.1M		5.7k	891.34	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$5.0M	+10%	52k	96.93	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$5.0M	+37%	199k	25.23	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$5.0M	+82%	162k	30.78	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$5.0M	-3%	8.7k	569.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$4.9M	+92%	139k	35.48	View chart
Willis Towers Watson SHS (WTW)	0.0	$4.9M	-6%	16k	313.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$4.6M		18k	253.75	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$4.5M	+55%	46k	96.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$4.4M	+2%	22k	195.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$4.4M	+167%	188k	23.18	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$4.3M	+46%	94k	46.13	View chart
Axon Enterprise (AXON)	0.0	$4.3M		7.2k	594.32	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$4.1M		55k	74.49	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$4.1M	+63%	22k	189.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$4.0M	-12%	45k	88.40	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$4.0M	+22%	168k	23.70	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$4.0M	+18%	124k	31.95	View chart
JPMorgan Chase & Co. (JPM)	0.0	$4.0M	+98%	17k	239.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$4.0M	+55%	67k	58.79	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$3.9M	-2%	121k	32.30	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$3.8M	-5%	141k	27.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$3.7M		29k	126.75	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$3.7M		73k	50.43	View chart
Automatic Data Processing (ADP)	0.0	$3.6M	+6%	12k	292.74	View chart
Spotify Technology S A SHS (SPOT)	0.0	$3.5M	+2%	7.9k	447.38	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$3.4M	+12%	155k	21.90	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.0	$3.4M	+26%	131k	25.64	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$3.4M	+4%	25k	135.37	View chart
Servicenow (NOW)	0.0	$3.3M	+3%	3.1k	1060.12	View chart
Amplify Etf Tr Amplify Dgtl Pay (IPAY)	0.0	$3.3M	-8%	57k	57.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$3.3M	+4%	12k	280.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$3.3M	+39%	63k	52.47	View chart
Vanguard Wellington Us Value Factr (VFVA)	0.0	$3.3M	+90%	28k	118.38	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$3.3M	+500%	36k	91.68	View chart
Costco Wholesale Corporation (COST)	0.0	$3.3M	+25%	3.6k	916.16	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$3.2M	-8%	71k	44.78	View chart
Abbott Laboratories (ABT)	0.0	$3.1M		28k	113.11	View chart
On Hldg Namen Akt A (ONON)	0.0	$3.1M	+3%	57k	54.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$3.0M	+32%	15k	198.18	View chart
Thermo Fisher Scientific (TMO)	0.0	$3.0M	+953%	5.7k	520.23	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$2.9M	-6%	114k	25.31	View chart
Samsara Com Cl A (IOT)	0.0	$2.9M		66k	43.69	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$2.8M	+100%	59k	47.77	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$2.8M		65k	43.24	View chart
Cava Group Ord (CAVA)	0.0	$2.6M	+2%	23k	112.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$2.6M	+62%	44k	58.93	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$2.5M		59k	43.19	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$2.5M	+14%	20k	128.62	View chart
Procter & Gamble Company (PG)	0.0	$2.4M	+119%	15k	167.65	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$2.4M	-12%	46k	51.73	View chart
Trane Technologies SHS (TT)	0.0	$2.3M		6.4k	369.35	View chart
International Business Machines (IBM)	0.0	$2.3M	+39%	10k	219.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$2.3M	+62%	37k	61.37	View chart
DaVita (DVA)	0.0	$2.3M	+2%	15k	149.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.2M	+17%	54k	41.82	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$2.2M		17k	129.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$2.1M	+48%	13k	161.78	View chart
Allstate Corporation (ALL)	0.0	$2.0M	+82%	11k	192.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$2.0M	+66%	31k	65.08	View chart
Carpenter Technology Corporation (CRS)	0.0	$2.0M	-15%	12k	169.70	View chart
UnitedHealth (UNH)	0.0	$1.9M	+59%	3.8k	505.92	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$1.9M	NEW	16k	116.31	View chart
Broadcom (AVGO)	0.0	$1.9M	+326%	8.2k	231.84	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$1.9M	NEW	19k	100.60	View chart
Visa Com Cl A (V)	0.0	$1.9M	+111%	6.0k	316.04	View chart
Amgen (AMGN)	0.0	$1.9M	+102%	7.2k	260.65	View chart
Starbucks Corporation (SBUX)	0.0	$1.8M	+23%	20k	91.25	View chart
Cisco Systems (CSCO)	0.0	$1.8M	+616%	30k	59.20	View chart
Qualcomm (QCOM)	0.0	$1.8M	-25%	12k	153.62	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$1.8M	-2%	16k	108.24	View chart
salesforce (CRM)	0.0	$1.8M	+175%	5.3k	334.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.7M	+26%	14k	127.59	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.0	$1.7M	-2%	62k	27.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$1.7M	+97%	68k	25.37	View chart
Verizon Communications (VZ)	0.0	$1.7M	+70%	43k	39.99	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$1.7M	+17%	17k	100.25	View chart
Otter Tail Corporation (OTTR)	0.0	$1.7M	-2%	23k	73.84	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$1.7M	+69%	78k	21.33	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$1.6M	+3%	24k	68.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$1.6M	-11%	19k	87.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$1.6M	-20%	28k	58.00	View chart
Rbc Cad (RY)	0.0	$1.6M	-2%	13k	120.51	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.6M	+59%	15k	107.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$1.6M	+51%	54k	29.20	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.6M		2.5k	621.73	View chart
Ishares Tr Cr 5 10 Yr Etf (IMTB)	0.0	$1.5M	NEW	36k	42.45	View chart
Johnson & Johnson (JNJ)	0.0	$1.5M	+14%	11k	144.62	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$1.5M		61k	25.29	View chart
ViaSat (VSAT)	0.0	$1.5M	-10%	178k	8.51	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.0	$1.5M	-13%	30k	51.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.4M	+8%	13k	106.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$1.4M	+391%	28k	51.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.4M	+2%	13k	105.48	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.4M	+271%	37k	37.53	View chart
Wal-Mart Stores (WMT)	0.0	$1.4M	+247%	15k	90.35	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$1.4M	+497%	22k	63.47	View chart
Chevron Corporation (CVX)	0.0	$1.4M	+40%	9.4k	144.84	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$1.4M	+5%	40k	34.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.4M	+16%	22k	61.34	View chart
Morgan Stanley Com New (MS)	0.0	$1.3M	+58%	11k	125.72	View chart
Oracle Corporation (ORCL)	0.0	$1.3M	+32%	7.8k	166.64	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$1.3M		25k	50.97	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.3M	+145%	11k	115.72	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$1.2M	+5%	46k	27.38	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$1.2M	+5%	23k	54.69	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$1.2M		84k	14.37	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.2M	-6%	2.5k	485.94	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.1M	+381%	2.6k	444.68	View chart
Eli Lilly & Co. (LLY)	0.0	$1.1M	-10%	1.5k	771.84	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$1.1M	+4%	44k	25.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$1.1M	+185%	9.6k	117.48	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$1.1M	+4%	42k	26.61	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$1.1M	+7%	17k	67.03	View chart
Ge Aerospace Com New (GE)	0.0	$1.1M	+171%	6.5k	166.79	View chart
O'reilly Automotive (ORLY)	0.0	$1.1M	-30%	908.00	1185.60	View chart
American Tower Reit (AMT)	0.0	$1.1M	NEW	5.8k	183.41	View chart
Bank of America Corporation (BAC)	0.0	$1.1M	+363%	24k	43.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$1.1M	+328%	39k	27.32	View chart
Wells Fargo & Company (WFC)	0.0	$1.1M	+47%	15k	70.24	View chart
Caterpillar (CAT)	0.0	$1.0M	+189%	2.9k	362.76	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$1.0M	+17%	16k	64.16	View chart
Eaton Corp SHS (ETN)	0.0	$1.0M	+166%	3.1k	331.87	View chart
Lowe's Companies (LOW)	0.0	$1.0M	+170%	4.1k	246.80	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$1.0M	+461%	13k	79.99	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.0M	+8%	1.9k	526.57	View chart
Union Pacific Corporation (UNP)	0.0	$999k	+319%	4.4k	228.04	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$949k		29k	33.21	View chart
Walt Disney Company (DIS)	0.0	$925k	NEW	8.3k	111.35	View chart
Hf Sinclair Corp (DINO)	0.0	$921k	-4%	26k	35.05	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$919k	+193%	37k	25.14	View chart
Goldman Sachs (GS)	0.0	$914k	NEW	1.6k	572.62	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$908k	+100%	16k	56.14	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$900k	-5%	11k	85.66	View chart
Nordstrom (JWN)	0.0	$896k	+11%	37k	24.15	View chart
Nextera Energy (NEE)	0.0	$887k	+149%	12k	71.69	View chart
Amcor Ord (AMCR)	0.0	$886k	-10%	94k	9.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$872k		2.5k	351.79	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$856k	+91%	45k	19.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$847k	-3%	4.1k	206.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$826k	-4%	8.0k	103.30	View chart
3M Company (MMM)	0.0	$823k	+204%	6.4k	129.09	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$813k	+7%	7.1k	115.18	View chart
Vanguard World Health Car Etf (VHT)	0.0	$813k	NEW	3.2k	253.68	View chart
Encana Corporation (OVV)	0.0	$807k	+10%	20k	40.50	View chart
Sonoco Products Company (SON)	0.0	$806k	-25%	17k	48.85	View chart
H.B. Fuller Company (FUL)	0.0	$797k	+64%	12k	67.48	View chart
Discover Financial Services (DFS)	0.0	$796k	+62%	4.6k	173.23	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$778k	+9%	5.9k	131.76	View chart
Honeywell International (HON)	0.0	$777k	NEW	3.4k	225.89	View chart
Vanguard World Financials Etf (VFH)	0.0	$776k	-8%	6.6k	118.07	View chart
Darden Restaurants (DRI)	0.0	$758k	-56%	4.1k	186.69	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$753k	+4%	8.9k	84.14	View chart
Merck & Co (MRK)	0.0	$752k	+98%	7.6k	99.48	View chart
MDU Resources (MDU)	0.0	$751k	-17%	42k	18.02	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$736k		1.7k	425.48	View chart
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD)	0.0	$734k	+13%	63k	11.57	View chart
Travelers Companies (TRV)	0.0	$730k	+107%	3.0k	240.89	View chart
Gra (GGG)	0.0	$730k	-20%	8.7k	84.29	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$715k		5.4k	132.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$713k	+35%	5.4k	131.29	View chart
Deere & Company (DE)	0.0	$675k	-53%	1.6k	423.70	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$666k	+2%	17k	40.49	View chart
Nike CL B (NKE)	0.0	$666k	NEW	8.8k	75.67	View chart
Cintas Corporation (CTAS)	0.0	$661k		3.6k	182.70	View chart
Coca-Cola Company (KO)	0.0	$643k	+88%	10k	62.26	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$639k		5.4k	117.50	View chart
Trinity Industries (TRN)	0.0	$638k	-3%	18k	35.10	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$634k		2.7k	235.27	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$634k	+23%	11k	55.45	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$630k	NEW	6.5k	96.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$628k	+209%	9.7k	64.47	View chart
Paccar (PCAR)	0.0	$627k	+60%	6.0k	104.02	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$605k	NEW	29k	21.22	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$599k	NEW	12k	49.51	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$595k	+104%	9.0k	66.14	View chart
At&t (T)	0.0	$582k	+58%	26k	22.77	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$580k	+82%	24k	24.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$571k	+34%	2.4k	242.13	View chart
Ford Motor Company (F)	0.0	$568k	+2%	57k	9.90	View chart
McDonald's Corporation (MCD)	0.0	$563k	+137%	1.9k	289.89	View chart
Pepsi (PEP)	0.0	$553k	NEW	3.6k	152.06	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$547k	+3%	13k	41.92	View chart
Knife River Corp Common Stock (KNF)	0.0	$543k	-13%	5.3k	101.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$537k	NEW	3.1k	172.42	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$537k	+56%	27k	19.80	View chart
American Water Works (AWK)	0.0	$529k	NEW	4.2k	124.49	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$529k		9.1k	58.18	View chart
Intel Corporation (INTC)	0.0	$522k	NEW	26k	20.05	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$515k	+33%	11k	48.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$509k	NEW	9.0k	56.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$505k	+77%	13k	40.49	View chart
Ge Vernova (GEV)	0.0	$504k	NEW	1.5k	328.93	View chart
Yum! Brands (YUM)	0.0	$492k	NEW	3.7k	134.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$491k		13k	37.42	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.0	$485k	+8%	8.8k	55.17	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$472k	+352%	20k	23.68	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$466k	NEW	13k	37.07	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$460k	+11%	8.3k	55.35	View chart
Dell Technologies CL C (DELL)	0.0	$449k	NEW	3.9k	115.24	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$447k	+64%	2.7k	164.16	View chart
Penske Automotive (PAG)	0.0	$443k	+10%	2.9k	152.43	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.0	$436k	NEW	9.9k	44.01	View chart
Us Bancorp Del Com New (USB)	0.0	$435k	NEW	9.1k	47.83	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$430k	-2%	1.5k	288.85	View chart
General Dynamics Corporation (GD)	0.0	$426k	NEW	1.6k	263.49	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.0	$422k	NEW	8.6k	49.08	View chart
DNP Select Income Fund (DNP)	0.0	$411k		47k	8.82	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	0.0	$406k		4.3k	95.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$405k	+27%	3.1k	128.82	View chart
Hartford Financial Services (HIG)	0.0	$403k	+19%	3.7k	109.40	View chart
Northrop Grumman Corporation (NOC)	0.0	$400k	-27%	853.00	469.09	View chart
Colgate-Palmolive Company (CL)	0.0	$399k	NEW	4.4k	90.91	View chart
Citigroup Com New (C)	0.0	$396k	NEW	5.6k	70.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$393k		11k	37.12	View chart
Pfizer (PFE)	0.0	$384k	NEW	15k	26.53	View chart
Constellation Energy (CEG)	0.0	$379k	+4%	1.7k	223.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$378k	NEW	2.2k	175.23	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$373k	+9%	17k	22.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$372k	+51%	2.7k	137.57	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$371k	+8%	16k	23.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$370k	+23%	4.2k	88.79	View chart
CVS Caremark Corporation (CVS)	0.0	$367k	NEW	8.2k	44.89	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$364k	NEW	13k	28.02	View chart
Grifols S A Sp Adr Rep B Nvt (GRFS)	0.0	$358k	NEW	48k	7.44	View chart
TJX Companies (TJX)	0.0	$356k	NEW	2.9k	120.81	View chart
Novartis Sponsored Adr (NVS)	0.0	$354k	NEW	3.6k	97.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$345k	+14%	1.9k	178.08	View chart
Ecolab (ECL)	0.0	$345k	+87%	1.5k	234.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$343k	-4%	3.2k	105.61	View chart
Spdr Ser Tr Factst Inv Etf (XITK)	0.0	$340k	NEW	2.0k	174.01	View chart
Glacier Ban (GBCI)	0.0	$339k	NEW	6.7k	50.22	View chart
United Parcel Service CL B (UPS)	0.0	$336k	NEW	2.7k	126.10	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$330k	-23%	7.1k	46.40	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$325k	+38%	29k	11.28	View chart
Duke Energy Corp Com New (DUK)	0.0	$325k	NEW	3.0k	107.74	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$324k		13k	24.65	View chart
Hubbell (HUBB)	0.0	$320k	NEW	764.00	418.89	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$320k	+7%	8.1k	39.39	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$318k	NEW	14k	22.78	View chart
First Tr Exchange Traded Dj Intl Intrnt (FDNI)	0.0	$315k	NEW	12k	27.29	View chart
Fortune Brands (FBIN)	0.0	$308k		4.5k	68.34	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$307k	+27%	12k	24.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$307k	NEW	4.4k	70.00	View chart
Carrier Global Corporation (CARR)	0.0	$307k	NEW	4.5k	68.26	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$306k	+42%	3.0k	102.09	View chart
Ishares Msci World Etf (URTH)	0.0	$306k		2.0k	155.50	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$305k	+24%	5.1k	59.73	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$304k	NEW	2.6k	115.13	View chart
Marathon Petroleum Corp (MPC)	0.0	$300k	+45%	2.2k	139.50	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$297k		5.6k	53.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$295k	+34%	3.0k	96.83	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$294k	NEW	1.0k	283.85	View chart
Philip Morris International (PM)	0.0	$291k	-16%	2.4k	120.35	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$290k		4.1k	70.84	View chart
Vanguard World Energy Etf (VDE)	0.0	$288k	NEW	2.4k	121.31	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$288k	+53%	5.1k	56.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$287k	+44%	1.2k	242.17	View chart
Arista Networks Com Shs (ANET)	0.0	$286k	NEW	2.6k	110.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$284k	NEW	830.00	342.16	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$281k	NEW	2.6k	106.04	View chart
Rockwell Automation (ROK)	0.0	$279k	NEW	976.00	285.79	View chart
Paypal Holdings (PYPL)	0.0	$276k	NEW	3.2k	85.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$270k	NEW	8.6k	31.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$268k	NEW	732.00	366.06	View chart
BlackRock Enhanced Capital and Income (CII)	0.0	$266k	NEW	13k	20.10	View chart
Timken Company (TKR)	0.0	$265k		3.7k	71.37	View chart
Danaher Corporation (DHR)	0.0	$261k	+19%	1.1k	229.55	View chart
Advanced Micro Devices (AMD)	0.0	$259k	-8%	2.1k	120.79	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$257k		3.4k	75.69	View chart
Emcor (EME)	0.0	$255k	+3%	562.00	453.90	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$254k	+25%	6.3k	40.34	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$251k	+17%	751.00	334.25	View chart
Stryker Corporation (SYK)	0.0	$247k	-16%	686.00	360.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$245k	+6%	4.0k	60.75	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$245k	NEW	1.1k	224.35	View chart
Caci Intl Cl A (CACI)	0.0	$242k	-2%	600.00	404.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$242k	NEW	2.4k	99.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$241k	+19%	4.9k	49.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$238k	+10%	1.7k	139.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$237k	NEW	2.6k	92.45	View chart
Global X Fds Global X Uranium (URA)	0.0	$233k	NEW	8.7k	26.78	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$229k	NEW	3.2k	71.04	View chart
Enterprise Products Partners (EPD)	0.0	$223k	NEW	7.1k	31.36	View chart
Gilead Sciences (GILD)	0.0	$222k	NEW	2.4k	92.37	View chart
Microstrategy Cl A New (MSTR)	0.0	$222k	NEW	765.00	289.62	View chart
American Express Company (AXP)	0.0	$219k	NEW	737.00	296.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$219k	NEW	2.4k	92.72	View chart
Schlumberger Com Stk (SLB)	0.0	$218k	NEW	5.7k	38.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$218k	NEW	1.1k	197.49	View chart
MetLife (MET)	0.0	$216k	NEW	2.6k	81.88	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$216k	-17%	2.3k	93.06	View chart
Te Connectivity Ord Shs (TEL)	0.0	$216k	NEW	1.5k	142.97	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.0	$215k	NEW	4.6k	46.26	View chart
Dupont De Nemours (DD)	0.0	$215k	NEW	2.8k	76.25	View chart
Coinbase Global Com Cl A (COIN)	0.0	$213k	NEW	856.00	248.30	View chart
Kimberly-Clark Corporation (KMB)	0.0	$211k	NEW	1.6k	131.04	View chart
Amphenol Corp Cl A (APH)	0.0	$204k	NEW	2.9k	69.45	View chart
Astec Industries (ASTE)	0.0	$204k	NEW	6.1k	33.60	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$190k	NEW	15k	12.61	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$137k		11k	12.26	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$131k	NEW	16k	8.06	View chart
Paramount Global Class B Com (PARA)	0.0	$127k	NEW	12k	10.46	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$108k	+9%	11k	9.81	View chart
Valley National Ban (VLY)	0.0	$104k	NEW	12k	9.06	View chart
Invesco Advantage Mun Income Sh Ben Int (VKI)	0.0	$94k		11k	8.74	View chart
Solitario Expl & Rty Corp (XPL)	0.0	$23k	+100%	38k	0.59	View chart

Past Filings by Financial Engines Advisors

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

Financial Engines Advisors 2024 Q4 filed Feb. 12, 2025
Financial Engines Advisors 2024 Q3 filed Nov. 12, 2024
Financial Engines Advisors 2024 Q1 filed May 13, 2024
Financial Engines Advisors 2023 Q3 filed Nov. 13, 2023
Financial Engines Advisors 2023 Q2 filed Aug. 11, 2023
Financial Engines Advisors 2023 Q1 filed May 12, 2023
Financial Engines Advisors 2022 Q4 filed Feb. 14, 2023
Financial Engines Advisors 2022 Q3 filed Nov. 10, 2022
Financial Engines Advisors 2022 Q2 filed Aug. 11, 2022
Financial Engines Advisors 2022 Q1 filed May 12, 2022
Financial Engines Advisors 2021 Q4 filed Feb. 10, 2022
Financial Engines Advisors 2021 Q3 filed Nov. 12, 2021
Financial Engines Advisors 2021 Q2 filed Aug. 12, 2021
Financial Engines Advisors 2021 Q1 restated filed May 12, 2021
Financial Engines Advisors 2021 Q1 filed May 12, 2021
Financial Engines Advisors 2020 Q4 filed Feb. 11, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z