Financial Engines Advisors L.L.C

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

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

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Portfolio Holdings for Financial Engines Advisors

Financial Engines Advisors holds 380 positions in its portfolio as reported in the September 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) 8.5 $4.1B +3% 77M 52.86
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.3 $4.0B +5% 176M 22.53
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.8 $3.3B +5% 81M 40.30
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Vanguard Index Fds Growth Etf (VUG) 6.5 $3.1B -9% 8.1M 383.93
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Ishares Tr Ishs 5-10yr Invt (IGIB) 6.1 $2.9B +7% 55M 53.72
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.9 $2.3B +3% 62M 37.56
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Ishares Tr Exponential Tech (XT) 4.3 $2.1B +3% 34M 60.88
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Ishares Tr Rus 1000 Val Etf (IWD) 3.7 $1.8B -4% 9.3M 189.80
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.6 $1.7B -4% 21M 82.94
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Spdr Ser Tr S&p Kensho New (KOMP) 3.5 $1.7B +2% 34M 49.33
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $1.7B +23% 26M 64.56
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.2 $1.5B +2% 20M 78.05
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Schwab Strategic Tr 1000 Index Etf (SCHK) 2.8 $1.3B +17% 29M 46.85
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.6 $1.3B +10% 43M 29.07
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Schwab Strategic Tr Us Reit Etf (SCHH) 2.6 $1.2B +4% 53M 23.17
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Ishares Tr Iboxx Inv Cp Etf (LQD) 2.5 $1.2B 11M 112.98
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $1.1B +6% 23M 47.85
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.3 $1.1B 11M 96.81
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.1 $1.0B +2% 22M 45.51
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Spdr Ser Tr Portfli Intrmdit (SPTI) 2.1 $988M +16% 34M 29.06
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Ishares Tr Core S&p Scp Etf (IJR) 2.0 $959M +4% 8.2M 116.96
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $762M +3% 19M 41.28
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Ishares Tr Core Intl Aggr (IAGG) 1.5 $701M +10% 14M 51.82
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $561M -3% 19M 29.18
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Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $537M -4% 8.6M 62.32
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $501M 4.2M 119.61
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Spdr Index Shs Fds S&p North Amer (NANR) 0.7 $343M -4% 6.1M 56.63
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $337M 5.0M 67.51
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Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $334M 3.4M 98.23
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $242M +3% 3.0M 79.42
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Ishares Tr Us Tech Brkthr (TECB) 0.5 $241M -10% 4.7M 51.23
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $134M 2.6M 50.92
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $131M -5% 1.6M 83.63
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $131M -8% 1.4M 91.93
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $126M -19% 1.4M 87.74
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $123M -2% 1.3M 93.11
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $120M 2.5M 47.37
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $119M +3% 1.4M 86.82
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $110M -18% 1.4M 79.46
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $98M -2% 346k 284.02
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $91M -6% 732k 123.62
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $83M -7% 291k 284.00
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $74M +16% 2.2M 34.29
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $74M -3% 958k 76.70
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $68M +5% 1.4M 47.21
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $67M +2% 890k 75.11
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Ishares Tr National Mun Etf (MUB) 0.1 $63M +6% 575k 108.63
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $57M NEW 713k 79.19
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $56M +9% 282k 197.17
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $51M -6% 1.0M 50.57
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Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $46M -4% 1.1M 40.72
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $41M +16% 809k 51.12
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $37M 785k 46.83
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $36M NEW 541k 65.83
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $35M +65% 1.3M 27.01
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $35M -4% 723k 48.14
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Microsoft Corporation (MSFT) 0.1 $33M +69% 77k 430.30
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $32M 410k 78.05
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $32M -6% 330k 95.75
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Apple (AAPL) 0.1 $26M +20% 112k 233.00
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Vanguard Index Fds Value Etf (VTV) 0.1 $26M +80% 148k 174.57
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $24M +48% 838k 28.14
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $21M +3% 36k 575.40
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $20M +197% 253k 78.37
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $19M -6% 187k 101.27
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $18M +66% 78k 237.72
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Ishares Tr Short Treas Bd (SHV) 0.0 $18M -7% 162k 110.63
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $17M +152% 404k 41.69
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $16M -4% 307k 53.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $16M +18% 306k 52.81
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Spdr Ser Tr Portfolio Crport (SPBO) 0.0 $16M +10% 528k 30.03
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Abbvie (ABBV) 0.0 $15M +2% 78k 197.48
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $15M -10% 276k 55.63
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Old Dominion Freight Line (ODFL) 0.0 $15M -7% 74k 198.64
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Ishares Core Msci Emkt (IEMG) 0.0 $14M -5% 250k 57.41
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NVIDIA Corporation (NVDA) 0.0 $14M +1151% 117k 121.45
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Bank of New York Mellon Corporation (BK) 0.0 $14M -7% 197k 71.86
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $14M -7% 83k 165.85
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $14M -50% 125k 109.33
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $13M +4% 160k 84.17
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Amazon (AMZN) 0.0 $13M +7% 70k 186.33
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $13M +3% 26k 488.72
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Spdr Ser Tr Bloomberg Intl T (BWX) 0.0 $12M +63% 516k 23.36
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $12M +1184% 149k 78.69
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $11M -6% 30k 375.38
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Ishares Tr Gnma Bond Etf (GNMA) 0.0 $9.8M -14% 219k 44.79
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $9.2M +215% 17k 528.13
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $9.1M +254% 252k 36.13
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $8.9M +194% 83k 107.66
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $8.9M -37% 315k 28.15
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $8.6M -2% 367k 23.42
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $8.5M -8% 356k 24.00
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $8.4M 365k 23.07
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $8.1M +3230% 97k 83.75
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $7.8M +977% 30k 263.37
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $7.7M -68% 185k 41.82
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $7.7M +2% 35k 220.89
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Meta Platforms Cl A (META) 0.0 $7.4M -18% 13k 572.43
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Tesla Motors (TSLA) 0.0 $7.3M +13% 28k 261.63
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $6.9M NEW 142k 48.59
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $6.9M +29% 12k 576.83
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $6.8M -9% 300k 22.64
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Dbx Etf Tr Xtrckr Msci Us (USSG) 0.0 $6.8M 127k 53.27
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Boeing Company (BA) 0.0 $6.7M +21% 44k 152.04
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $6.7M 133k 50.43
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Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $6.7M -6% 108k 62.20
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $6.7M +10% 281k 23.79
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Kinder Morgan (KMI) 0.0 $6.5M +9% 293k 22.09
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Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.0 $6.3M +9% 105k 60.15
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $6.3M -34% 184k 34.07
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Dimensional Etf Trust Global Real Est (DFGR) 0.0 $6.2M -56% 215k 28.86
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $6.2M -3% 263k 23.45
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Ishares Tr Esg Aware Msci (ESML) 0.0 $6.2M +3% 148k 41.82
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $6.1M -9% 23k 263.82
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Alphabet Cap Stk Cl C (GOOG) 0.0 $5.9M -5% 35k 167.19
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $5.9M 58k 101.65
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $5.8M 173k 33.71
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $5.5M +18% 18k 314.40
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Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.0 $5.3M -2% 96k 55.76
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $5.2M 9.0k 571.25
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Willis Towers Watson SHS (WTW) 0.0 $4.9M 17k 294.52
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $4.9M -10% 11k 460.28
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $4.8M +11% 192k 25.16
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Select Sector Spdr Tr Technology (XLK) 0.0 $4.6M +25% 21k 225.76
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $4.5M -2% 52k 88.14
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First Tr Exchange-traded Indxx Inovtv Etf (LEGR) 0.0 $4.5M -14% 96k 47.06
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $4.5M -15% 47k 95.15
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $4.4M 18k 243.47
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $4.4M -34% 152k 29.06
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Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.0 $4.4M +3% 125k 35.27
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $4.4M -6% 148k 29.48
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $4.3M +2% 22k 198.87
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $4.3M NEW 66k 64.86
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $4.1M +20% 70k 58.08
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Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $4.0M -36% 145k 27.70
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Netflix (NFLX) 0.0 $4.0M -12% 5.6k 709.26
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $3.9M +263% 70k 55.52
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $3.8M +6% 55k 68.28
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Ishares Tr Blackrock Ultra (ICSH) 0.0 $3.7M -72% 74k 50.74
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $3.4M -3% 29k 117.29
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $3.4M +9% 105k 32.15
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $3.4M +8% 137k 24.54
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $3.3M 24k 139.49
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Amplify Etf Tr Amplify Mobile P (IPAY) 0.0 $3.3M +4% 63k 52.27
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $3.2M +38% 122k 26.28
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Automatic Data Processing (ADP) 0.0 $3.2M -21% 12k 277.22
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Palantir Technologies Cl A (PLTR) 0.0 $3.2M NEW 85k 37.20
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Abbott Laboratories (ABT) 0.0 $3.1M 27k 114.01
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Samsara Com Cl A (IOT) 0.0 $3.1M NEW 65k 48.12
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Home Depot (HD) 0.0 $3.1M +17% 7.7k 405.20
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $3.1M +24% 138k 22.51
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $3.0M +7% 11k 267.36
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Ishares Tr Core Total Usd (IUSB) 0.0 $3.0M +24% 64k 47.12
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American Centy Etf Tr Core Muni Fxd In (AVMU) 0.0 $3.0M -33% 64k 46.94
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.9M NEW 63k 45.65
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $2.9M +584% 30k 95.95
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Axon Enterprise (AXON) 0.0 $2.9M NEW 7.2k 399.60
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Spotify Technology S A SHS (SPOT) 0.0 $2.8M NEW 7.7k 368.53
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $2.8M +176% 43k 64.60
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Cava Group Ord (CAVA) 0.0 $2.8M NEW 23k 123.85
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $2.8M 52k 52.98
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On Hldg Namen Akt A (ONON) 0.0 $2.8M NEW 55k 50.15
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Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $2.7M +13% 78k 35.11
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $2.7M NEW 72k 38.08
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $2.7M NEW 89k 30.80
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Servicenow (NOW) 0.0 $2.7M NEW 3.1k 894.39
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Qualcomm (QCOM) 0.0 $2.7M 16k 170.05
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Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.0 $2.6M +4% 104k 25.02
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Ishares Tr Eafe Value Etf (EFV) 0.0 $2.6M +61% 45k 57.53
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Costco Wholesale Corporation (COST) 0.0 $2.5M +12% 2.8k 886.48
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Trane Technologies SHS (TT) 0.0 $2.4M +3% 6.2k 388.73
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DaVita (DVA) 0.0 $2.4M -8% 15k 163.93
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $2.4M +458% 13k 182.08
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ViaSat (VSAT) 0.0 $2.4M +104% 199k 11.94
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $2.3M +80% 12k 200.78
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $2.2M -5% 59k 37.52
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Carpenter Technology Corporation (CRS) 0.0 $2.2M -20% 14k 159.58
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $2.2M +2% 16k 132.25
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.1M +14% 17k 125.62
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $2.1M -28% 35k 60.42
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.1M +34% 46k 45.86
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.1M -12% 21k 98.10
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $2.0M -15% 21k 95.49
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $1.9M -2% 64k 30.44
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Otter Tail Corporation (OTTR) 0.0 $1.8M NEW 23k 78.16
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JPMorgan Chase & Co. (JPM) 0.0 $1.8M 8.3k 210.86
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $1.8M -15% 23k 75.17
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Vanguard Wellington Us Value Factr (VFVA) 0.0 $1.7M NEW 15k 120.54
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.7M +179% 27k 64.74
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Rbc Cad (RY) 0.0 $1.7M 14k 124.73
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $1.7M -36% 41k 41.00
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Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $1.7M -4% 17k 100.75
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International Business Machines (IBM) 0.0 $1.7M +43% 7.5k 221.07
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Global X Fds Gbl X Blockchain (BKCH) 0.0 $1.6M -38% 34k 47.00
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Starbucks Corporation (SBUX) 0.0 $1.6M 16k 97.49
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Lockheed Martin Corporation (LMT) 0.0 $1.5M +59% 2.6k 584.59
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Darden Restaurants (DRI) 0.0 $1.5M -5% 9.4k 164.13
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $1.5M +37% 23k 67.03
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Johnson & Johnson (JNJ) 0.0 $1.5M +19% 9.3k 162.07
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O'reilly Automotive (ORLY) 0.0 $1.5M -5% 1.3k 1151.55
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Vanguard World Inf Tech Etf (VGT) 0.0 $1.5M +183% 2.5k 587.13
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.5M +24% 8.8k 167.67
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Eli Lilly & Co. (LLY) 0.0 $1.5M +16% 1.6k 885.91
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.4M +3% 38k 38.53
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $1.4M +2% 14k 101.42
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $1.4M NEW 30k 48.54
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Deere & Company (DE) 0.0 $1.4M +317% 3.4k 417.58
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UnitedHealth (UNH) 0.0 $1.4M -31% 2.4k 584.56
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MDU Resources (MDU) 0.0 $1.4M -63% 51k 27.41
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.4M +60% 11k 128.20
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Ishares Tr Tips Bd Etf (TIP) 0.0 $1.4M -2% 12k 110.47
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.4M -29% 13k 106.19
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $1.3M +373% 19k 70.67
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $1.3M NEW 43k 30.23
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.3M -19% 25k 51.13
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Hf Sinclair Corp (DINO) 0.0 $1.2M +101% 27k 44.57
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Sonoco Products Company (SON) 0.0 $1.2M +39% 22k 54.63
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $1.2M NEW 83k 14.51
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Amcor Ord (AMCR) 0.0 $1.2M -9% 105k 11.33
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Ishares Tr Core Div Grwth (DGRO) 0.0 $1.2M -31% 19k 62.69
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Ishares Ethereum Tr SHS 0.0 $1.2M NEW 60k 19.67
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $1.2M +12% 21k 54.68
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Amgen (AMGN) 0.0 $1.1M -8% 3.6k 322.20
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Procter & Gamble Company (PG) 0.0 $1.1M +49% 6.6k 173.19
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $1.1M +117% 36k 31.78
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Verizon Communications (VZ) 0.0 $1.1M -9% 25k 44.91
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Allstate Corporation (ALL) 0.0 $1.1M -7% 5.8k 190.57
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Exxon Mobil Corporation (XOM) 0.0 $1.1M -11% 9.4k 117.22
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Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $1.1M +260% 42k 25.66
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Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $1.1M +257% 40k 26.66
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $1.1M +106% 29k 37.37
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $1.0M +2% 16k 67.27
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $1.0M +2% 46k 22.11
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Oracle Corporation (ORCL) 0.0 $1.0M +13% 5.9k 170.40
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Ishares Tr Ibonds Dec (IBMM) 0.0 $993k +147% 38k 26.10
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Chevron Corporation (CVX) 0.0 $989k -34% 6.7k 147.26
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Select Sector Spdr Tr Energy (XLE) 0.0 $979k +93% 11k 87.80
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Gra (GGG) 0.0 $947k +2% 11k 87.51
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $940k +79% 34k 27.41
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Mastercard Incorporated Cl A (MA) 0.0 $882k +38% 1.8k 493.90
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $865k +128% 14k 63.34
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $864k +201% 2.4k 353.48
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $863k +16% 4.3k 202.78
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $828k +2% 8.6k 96.38
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $804k NEW 8.3k 96.52
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Vanguard World Financials Etf (VFH) 0.0 $791k -22% 7.2k 110.47
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Broadridge Financial Solutions (BR) 0.0 $791k NEW 3.7k 215.89
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Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $781k -8% 56k 14.01
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Visa Com Cl A (V) 0.0 $775k -3% 2.8k 274.91
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $763k +8% 5.4k 142.03
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $762k -26% 9.0k 84.53
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Cintas Corporation (CTAS) 0.0 $759k +302% 3.7k 205.85
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Nordstrom (JWN) 0.0 $751k -10% 33k 22.49
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $741k NEW 6.6k 112.95
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $729k +34% 1.7k 424.31
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Select Sector Spdr Tr Indl (XLI) 0.0 $728k -20% 5.4k 135.45
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $709k 16k 44.01
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Morgan Stanley Com New (MS) 0.0 $692k -5% 6.6k 104.24
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Encana Corporation (OVV) 0.0 $689k -19% 18k 38.31
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Marsh & McLennan Companies (MMC) 0.0 $667k -82% 3.0k 223.09
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Trinity Industries (TRN) 0.0 $657k -4% 19k 34.84
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $653k -2% 5.5k 119.55
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $647k 13k 48.98
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Northrop Grumman Corporation (NOC) 0.0 $619k +5% 1.2k 527.85
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $595k -23% 13k 47.14
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Ford Motor Company (F) 0.0 $591k +54% 56k 10.56
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $587k NEW 2.7k 220.06
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Wells Fargo & Company (WFC) 0.0 $576k +12% 10k 56.49
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H.B. Fuller Company (FUL) 0.0 $570k -6% 7.2k 79.38
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Ishares Tr Mbs Etf (MBB) 0.0 $569k -12% 5.9k 95.81
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Ishares Msci Emrg Chn (EMXC) 0.0 $565k +48% 9.2k 61.11
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Knife River Corp Common Stock (KNF) 0.0 $552k -52% 6.2k 89.39
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Raytheon Technologies Corp (RTX) 0.0 $549k +91% 4.5k 121.16
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Ishares Tr Select Divid Etf (DVY) 0.0 $540k +75% 4.0k 135.08
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $533k +4% 9.0k 59.02
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salesforce (CRM) 0.0 $522k -80% 1.9k 274.00
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $513k -17% 11k 46.95
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $509k +35% 6.1k 83.15
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $501k -5% 13k 37.70
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $501k NEW 8.1k 62.06
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Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.0 $484k -3% 8.1k 59.91
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DNP Select Income Fund (DNP) 0.0 $471k -8% 47k 10.11
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Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $466k -6% 23k 20.05
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $459k NEW 7.5k 61.54
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Innovative Industria A (IIPR) 0.0 $456k NEW 3.4k 135.58
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Invesco Actively Managed Exc Total Return (GTO) 0.0 $451k +40% 9.3k 48.30
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Ge Aerospace Com New (GE) 0.0 $449k +40% 2.4k 188.79
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $442k +16% 4.8k 91.81
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $436k +21% 11k 41.49
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Merck & Co (MRK) 0.0 $435k -19% 3.8k 114.25
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Penske Automotive (PAG) 0.0 $428k +30% 2.6k 162.40
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Spdr Gold Tr Gold Shs (GLD) 0.0 $427k +9% 1.8k 243.06
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Ishares Tr S&p 100 Etf (OEF) 0.0 $423k -10% 1.5k 276.76
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Constellation Energy (CEG) 0.0 $421k NEW 1.6k 260.09
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Associated Banc- (ASB) 0.0 $421k 20k 21.54
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Nextera Energy (NEE) 0.0 $419k -9% 5.0k 84.53
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Lowe's Companies (LOW) 0.0 $414k +7% 1.5k 270.85
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Comcast Corp Cl A (CMCSA) 0.0 $414k NEW 9.9k 41.77
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Proshares Tr Pshs Ultra Dow30 (DDM) 0.0 $407k 4.3k 95.84
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Fortune Brands (FBIN) 0.0 $401k +19% 4.5k 89.52
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $401k NEW 3.4k 119.70
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Discover Financial Services (DFS) 0.0 $395k 2.8k 140.29
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Coca-Cola Company (KO) 0.0 $395k +37% 5.5k 72.22
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Caterpillar (CAT) 0.0 $390k +30% 996.00 391.12
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Eaton Corp SHS (ETN) 0.0 $385k NEW 1.2k 331.44
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Advanced Micro Devices (AMD) 0.0 $384k NEW 2.3k 164.08
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Ishares Tr Msci Usa Value (VLUE) 0.0 $372k +20% 3.4k 109.02
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Paccar (PCAR) 0.0 $370k NEW 3.7k 98.69
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Hartford Financial Services (HIG) 0.0 $365k NEW 3.1k 118.08
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Ishares Tr Ibonds Dec 2033 (IBTO) 0.0 $363k +6% 15k 25.11
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Select Sector Spdr Tr Financial (XLF) 0.0 $362k NEW 8.0k 45.32
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Ishares Tr Ibonds Dec 2032 (IBTM) 0.0 $362k +5% 15k 23.48
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Ishares Tr Ibonds Dec 2031 (IBTL) 0.0 $361k +6% 17k 20.82
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Philip Morris International (PM) 0.0 $357k NEW 2.9k 122.75
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Wal-Mart Stores (WMT) 0.0 $355k -19% 4.4k 80.74
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At&t (T) 0.0 $355k -34% 16k 22.00
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Parker-Hannifin Corporation (PH) 0.0 $345k +4% 546.00 631.82
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Travelers Companies (TRV) 0.0 $342k NEW 1.5k 234.12
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Ishares Tr Agency Bond Etf (AGZ) 0.0 $339k -39% 3.1k 110.40
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Thermo Fisher Scientific (TMO) 0.0 $337k -8% 545.00 618.82
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Broadcom (AVGO) 0.0 $333k +378% 1.9k 172.52
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $328k +5% 13k 25.13
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Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $317k NEW 13k 25.45
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $316k NEW 4.4k 71.77
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Timken Company (TKR) 0.0 $313k NEW 3.7k 84.29
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $313k +3% 7.6k 41.40
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $311k -4% 2.5k 126.18
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Caci Intl Cl A (CACI) 0.0 $310k +2% 614.00 504.24
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Ishares Msci World Etf (URTH) 0.0 $310k 2.0k 156.92
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $309k +29% 3.4k 91.32
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $303k NEW 1.7k 179.34
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Mondelez Intl Cl A (MDLZ) 0.0 $303k NEW 4.1k 74.01
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Ishares Tr New York Mun Etf (NYF) 0.0 $300k -5% 5.5k 54.33
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Stryker Corporation (SYK) 0.0 $296k -2% 818.00 362.06
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $295k NEW 5.6k 52.66
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Proshares Tr Large Cap Cre (CSM) 0.0 $287k NEW 4.4k 65.37
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3M Company (MMM) 0.0 $287k NEW 2.1k 136.70
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Global X Fds S&p 500 Catholic (CATH) 0.0 $286k -5% 4.1k 69.39
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Ishares Tr U.s. Real Es Etf (IYR) 0.0 $285k -13% 2.8k 101.87
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $279k NEW 7.0k 39.69
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $277k NEW 1.7k 166.81
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Adobe Systems Incorporated (ADBE) 0.0 $276k -5% 532.00 517.78
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $275k -10% 3.4k 80.78
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $275k NEW 1.8k 154.05
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Danaher Corporation (DHR) 0.0 $264k +2% 949.00 278.25
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Anthem (ELV) 0.0 $262k +21% 503.00 520.00
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Union Pacific Corporation (UNP) 0.0 $258k 1.0k 246.37
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Arista Networks (ANET) 0.0 $257k -17% 669.00 383.91
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $257k NEW 3.6k 71.10
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $255k NEW 3.8k 67.70
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $251k 21k 12.04
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $251k NEW 9.6k 26.14
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McDonald's Corporation (MCD) 0.0 $249k -10% 819.00 304.51
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $243k -6% 2.3k 107.65
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Marathon Petroleum Corp (MPC) 0.0 $240k -11% 1.5k 162.91
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Emcor (EME) 0.0 $234k NEW 543.00 430.53
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Cisco Systems (CSCO) 0.0 $225k NEW 4.2k 53.22
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $224k NEW 1.5k 151.62
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Ishares Tr Core Msci Intl (IDEV) 0.0 $223k NEW 3.1k 70.83
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $208k -11% 638.00 326.48
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Bank of America Corporation (BAC) 0.0 $207k -9% 5.2k 39.68
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $206k NEW 4.1k 50.28
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $205k NEW 2.5k 81.27
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $205k -9% 5.0k 40.63
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $204k NEW 1.5k 131.91
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Altria (MO) 0.0 $204k NEW 3.9k 52.05
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $203k NEW 3.3k 61.51
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $202k NEW 2.1k 95.94
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $201k NEW 2.3k 88.28
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $201k NEW 817.00 245.47
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Ecolab (ECL) 0.0 $200k NEW 784.00 255.41
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Carnival Ads (CUK) 0.0 $168k NEW 10k 16.67
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Nuveen Insd Dividend Advantage (NVG) 0.0 $151k 11k 13.47
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Invesco Van Kampen Municipal Trust (VKQ) 0.0 $103k 10k 10.26
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Invesco Advantage Mun Income Sh Ben Int (VKI) 0.0 $100k 11k 9.31
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Adtran Holdings (ADTN) 0.0 $72k NEW 12k 5.93
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Tellurian (TELL) 0.0 $20k 21k 0.97
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Solitario Expl & Rty Corp (XPL) 0.0 $13k NEW 19k 0.70
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Citius Pharmaceuticals Com New (CTXR) 0.0 $10k NEW 20k 0.50
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Palatin Technologies Com New (PTN) 0.0 $9.1k NEW 10k 0.89
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Past Filings by Financial Engines Advisors

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

View all past filings