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 429 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 8.7 $4.0B 184M 22.05
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.6 $4.0B 79M 51.07
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.2 $3.4B 170M 19.78
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Ishares Tr Ishs 5-10yr Invt (IGIB) 6.5 $3.0B 58M 52.52
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Vanguard Index Fds Growth Etf (VUG) 5.8 $2.7B -3% 7.3M 370.82
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.1 $2.4B -2% 65M 36.41
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Ishares Tr Exponential Tech (XT) 4.2 $2.0B 34M 57.56
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Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $1.6B -2% 8.8M 188.16
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.4 $1.6B -2% 20M 80.37
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Spdr Ser Tr S&p Kensho New (KOMP) 3.3 $1.5B 33M 46.49
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.3 $1.5B 59M 26.20
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.0 $1.4B -3% 53M 26.58
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.8 $1.3B +2% 48M 27.26
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Schwab Strategic Tr 1000 Index Etf (SCHK) 2.7 $1.3B 47M 26.92
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Schwab Strategic Tr Us Reit Etf (SCHH) 2.5 $1.2B 54M 21.51
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Ishares Tr Iboxx Inv Cp Etf (LQD) 2.5 $1.2B 11M 108.69
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $1.1B +2% 24M 45.26
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Spdr Ser Tr Portfli Intrmdit (SPTI) 2.2 $1.0B 36M 28.58
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $956M -4% 38M 25.04
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.0 $920M 23M 40.76
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Ishares Tr Core S&p Scp Etf (IJR) 2.0 $913M +4% 8.7M 104.57
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.6 $732M 19M 39.37
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Ishares Tr Core Intl Aggr (IAGG) 1.5 $722M +2% 14M 49.99
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.1 $501M -2% 18M 27.57
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.0 $485M 4.1M 118.14
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $475M 8.1M 58.35
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Spdr Index Shs Fds S&p North Amer (NANR) 0.7 $330M 5.9M 55.51
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $327M 5.0M 65.76
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Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $295M -2% 3.3M 90.54
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $237M -3% 3.0M 78.94
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Ishares Tr Us Tech Brkthr (TECB) 0.5 $211M -3% 4.3M 48.90
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $120M -6% 1.5M 81.73
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $120M 5.1M 23.43
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $115M -2% 4.9M 23.16
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $111M 1.3M 83.28
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $107M -2% 1.3M 79.46
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $105M 1.3M 83.00
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $103M 1.3M 78.40
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $102M -5% 3.1M 32.99
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $100M -3% 1.3M 77.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $93M 337k 274.84
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $81M -2% 672k 119.73
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $74M 953k 77.92
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $74M -20% 1.6M 46.31
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $70M 273k 255.53
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $67M -2% 917k 73.45
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $62M +4% 797k 77.43
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Ishares Tr National Mun Etf (MUB) 0.1 $61M 574k 105.44
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $56M -5% 292k 190.58
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Microsoft Corporation (MSFT) 0.1 $49M 132k 375.39
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $49M 981k 50.23
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $48M 1.8M 26.20
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Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $46M 1.1M 40.97
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $41M +4% 830k 49.62
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $40M -2% 1.4M 27.77
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $39M +5% 591k 65.21
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Apple (AAPL) 0.1 $37M +7% 167k 222.13
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $33M -3% 734k 45.07
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Vanguard Index Fds Value Etf (VTV) 0.1 $32M 185k 172.74
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $32M -2% 662k 47.60
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $31M -5% 402k 76.57
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $28M -12% 370k 75.65
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $26M 636k 41.21
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $26M -9% 275k 92.83
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $21M -2% 94k 221.75
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $21M -2% 262k 78.28
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $20M 394k 51.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $20M 35k 559.38
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $19M +27% 407k 46.81
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Amazon (AMZN) 0.0 $18M -8% 93k 190.26
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $17M -4% 112k 154.64
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Abbvie (ABBV) 0.0 $17M +5% 82k 209.53
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $17M -8% 167k 98.92
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $16M -20% 322k 50.83
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Ishares Tr Short Treas Bd (SHV) 0.0 $16M -4% 147k 110.46
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $16M -11% 150k 103.75
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $15M -2% 564k 26.89
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Old Dominion Freight Line (ODFL) 0.0 $15M 91k 165.45
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $15M -27% 183k 81.76
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $15M 58k 257.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $14M -10% 27k 513.91
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Spdr Ser Tr Portfolio Crport (SPBO) 0.0 $14M -8% 477k 29.03
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $14M +101% 148k 92.29
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Bank of New York Mellon Corporation (BK) 0.0 $13M -11% 160k 83.87
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $13M 163k 81.69
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $13M -3% 129k 97.48
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Ishares Core Msci Emkt (IEMG) 0.0 $12M -16% 227k 53.97
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Meta Platforms Cl A (META) 0.0 $12M -3% 21k 576.40
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.0 $12M 452k 26.46
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $12M 25k 468.94
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $11M -5% 31k 361.10
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NVIDIA Corporation (NVDA) 0.0 $10M -34% 93k 108.38
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $10M +4% 211k 47.48
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Boeing Company (BA) 0.0 $10M +7% 59k 170.54
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Alphabet Cap Stk Cl C (GOOG) 0.0 $9.3M -3% 59k 156.23
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $9.2M +10% 395k 23.37
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $9.2M +4% 16k 561.90
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Spdr Ser Tr Bloomberg Intl T (BWX) 0.0 $9.0M -23% 410k 21.86
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $8.8M +5% 383k 22.94
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $8.4M +10% 375k 22.42
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Dimensional Etf Trust Global Real Est (DFGR) 0.0 $8.4M 320k 26.26
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $8.3M 250k 33.14
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $7.9M -59% 343k 22.98
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Ishares Tr Mbs Etf (MBB) 0.0 $7.7M +130% 82k 93.78
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $7.6M +3% 304k 24.99
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Tesla Motors (TSLA) 0.0 $7.6M -2% 29k 259.16
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $7.4M -6% 124k 59.75
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Marsh & McLennan Companies (MMC) 0.0 $7.3M -11% 30k 244.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $7.2M -4% 14k 532.51
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Ishares Tr Gnma Bond Etf (GNMA) 0.0 $7.2M -11% 164k 43.90
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $6.9M -2% 27k 258.64
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $6.8M +2% 296k 23.06
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Kinder Morgan (KMI) 0.0 $6.8M -9% 239k 28.53
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Palantir Technologies Cl A (PLTR) 0.0 $6.7M -9% 79k 84.40
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Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $6.6M +2% 109k 60.48
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $6.5M 21k 306.73
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Dbx Etf Tr Xtrackers Msci (USSG) 0.0 $6.3M +2% 126k 50.37
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $6.1M -5% 122k 50.28
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Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.0 $5.9M +3% 104k 56.72
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $5.9M +71% 265k 22.25
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $5.8M -6% 29k 199.51
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $5.7M -8% 145k 39.42
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $5.7M -5% 196k 29.12
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $5.6M 261k 21.53
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Home Depot (HD) 0.0 $5.6M 15k 366.50
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $5.5M +2% 57k 97.94
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $5.4M -8% 162k 33.24
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Dimensional Etf Trust Intl High Profit (DIHP) 0.0 $5.3M 198k 26.94
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Ishares Tr Core Total Usd (IUSB) 0.0 $5.3M -50% 115k 46.08
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First Tr Exchange-traded Indxx Inovtv Etf (LEGR) 0.0 $5.2M -21% 107k 48.76
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Willis Towers Watson SHS (WTW) 0.0 $5.1M -4% 15k 337.93
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Spdr Ser Tr S&p 500 Esg Etf (EFIV) 0.0 $5.1M +2% 95k 53.50
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Netflix (NFLX) 0.0 $5.0M -5% 5.3k 932.53
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Ishares Tr Esg Aware Msci (ESML) 0.0 $4.9M 127k 38.41
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $4.8M 52k 92.38
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $4.5M -2% 8.5k 533.54
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Select Sector Spdr Tr Technology (XLK) 0.0 $4.5M 22k 206.47
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Vaneck Etf Trust Green Bond Etf (GRNB) 0.0 $4.5M +11% 188k 24.06
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $4.4M -18% 112k 39.36
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Automatic Data Processing (ADP) 0.0 $4.3M +15% 14k 305.50
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Spotify Technology S A SHS (SPOT) 0.0 $4.2M -3% 7.6k 550.03
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Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) 0.0 $4.1M 124k 33.59
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $4.1M -5% 21k 194.00
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $4.1M 185k 22.08
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JPMorgan Chase & Co. (JPM) 0.0 $4.0M 17k 245.32
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $4.0M +1578% 82k 48.82
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Costco Wholesale Corporation (COST) 0.0 $4.0M +17% 4.2k 945.71
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $3.9M -12% 16k 244.64
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Abbott Laboratories (ABT) 0.0 $3.8M +3% 29k 132.64
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Ishares Tr Ultra Short-term (ICSH) 0.0 $3.7M 74k 50.70
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Axon Enterprise (AXON) 0.0 $3.7M -2% 7.0k 525.95
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $3.7M -8% 51k 71.80
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $3.6M 126k 28.46
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Ishares Tr Eafe Value Etf (EFV) 0.0 $3.6M -2% 61k 58.93
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $3.6M -7% 130k 27.47
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $3.6M -22% 126k 28.15
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American Centy Etf Tr Core Muni Fxd In (AVMU) 0.0 $3.5M -16% 78k 45.49
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $3.4M -12% 40k 85.08
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $3.3M +18% 70k 47.57
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $3.3M -4% 28k 117.48
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Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $3.3M +8% 124k 26.38
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $3.1M -24% 35k 87.17
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $3.0M -25% 50k 60.17
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $3.0M -3% 24k 124.48
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Amplify Etf Tr Amplify Dgtl Pay (IPAY) 0.0 $3.0M -2% 56k 53.21
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $2.9M -3% 12k 251.77
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Thermo Fisher Scientific (TMO) 0.0 $2.9M 5.8k 497.66
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.0 $2.9M +70% 28k 100.50
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $2.8M -24% 16k 172.24
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Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.0 $2.8M +11% 147k 19.13
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $2.8M -3% 63k 44.26
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Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $2.8M +18% 85k 32.71
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $2.6M -8% 14k 186.31
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $2.6M -5% 41k 62.11
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $2.6M -68% 103k 24.86
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Samsara Com Cl A (IOT) 0.0 $2.5M 66k 38.33
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Servicenow (NOW) 0.0 $2.5M 3.1k 796.09
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On Hldg Namen Akt A (ONON) 0.0 $2.5M 56k 43.92
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International Business Machines (IBM) 0.0 $2.4M -6% 9.7k 248.67
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.3M 54k 43.70
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.3M -2% 19k 122.02
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Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $2.3M +7% 63k 36.89
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Trane Technologies SHS (TT) 0.0 $2.2M +3% 6.6k 336.89
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Allstate Corporation (ALL) 0.0 $2.2M 11k 207.11
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $2.2M -10% 33k 66.28
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Vanguard Wellington Us Value Factr (VFVA) 0.0 $2.1M -32% 19k 114.02
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Cava Group Ord (CAVA) 0.0 $2.1M +3% 24k 86.40
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $2.1M 16k 125.97
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Visa Com Cl A (V) 0.0 $2.0M -2% 5.8k 350.41
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $2.0M -13% 40k 51.54
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DaVita (DVA) 0.0 $2.0M -12% 13k 152.98
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Exxon Mobil Corporation (XOM) 0.0 $2.0M +12% 17k 118.94
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Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $2.0M +15% 91k 21.77
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Procter & Gamble Company (PG) 0.0 $1.9M -21% 11k 170.45
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $1.9M -9% 12k 160.52
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Otter Tail Corporation (OTTR) 0.0 $1.8M 23k 80.36
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Carpenter Technology Corporation (CRS) 0.0 $1.8M -14% 9.9k 181.17
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Verizon Communications (VZ) 0.0 $1.8M -7% 40k 45.37
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $1.8M -2% 61k 29.58
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.8M NEW 22k 80.66
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Knife River Corp Common Stock (KNF) 0.0 $1.8M +263% 19k 90.21
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Vanguard World Extended Dur (EDV) 0.0 $1.7M -81% 25k 71.12
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Cisco Systems (CSCO) 0.0 $1.7M -7% 28k 61.69
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.7M -69% 20k 82.73
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $1.7M -2% 53k 31.23
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $1.7M -2% 24k 70.42
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $1.6M -23% 24k 69.73
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.6M -8% 13k 128.97
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $1.6M +14% 15k 105.58
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.6M -6% 17k 91.02
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Amgen (AMGN) 0.0 $1.6M -29% 5.1k 311.55
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Rbc Cad (RY) 0.0 $1.6M +4% 14k 112.76
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Chevron Corporation (CVX) 0.0 $1.6M 9.4k 167.33
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Starbucks Corporation (SBUX) 0.0 $1.6M -19% 16k 98.12
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ViaSat (VSAT) 0.0 $1.6M -16% 149k 10.42
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $1.5M 22k 70.20
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Johnson & Johnson (JNJ) 0.0 $1.5M -15% 9.0k 165.80
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Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $1.5M 17k 88.88
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Comcast Corp Cl A (CMCSA) 0.0 $1.5M +7% 40k 36.89
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $1.4M 27k 52.38
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Vanguard World Inf Tech Etf (VGT) 0.0 $1.4M +4% 2.6k 542.26
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Global X Fds Gbl X Blockchain (BKCH) 0.0 $1.4M +45% 43k 33.02
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Broadcom (AVGO) 0.0 $1.4M +2% 8.4k 167.38
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.4M -4% 38k 35.89
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Qualcomm (QCOM) 0.0 $1.3M -24% 8.8k 153.56
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $1.3M -23% 52k 25.89
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.3M +20% 12k 115.92
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Ishares Tr Core Div Grwth (DGRO) 0.0 $1.3M -2% 22k 61.78
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salesforce (CRM) 0.0 $1.3M -7% 4.8k 268.37
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Ishares Ethereum Tr SHS (ETHA) 0.0 $1.3M +54% 94k 13.83
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Raytheon Technologies Corp (RTX) 0.0 $1.3M -13% 9.7k 132.49
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Oracle Corporation (ORCL) 0.0 $1.3M +16% 9.1k 139.82
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $1.3M -23% 21k 59.39
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UnitedHealth (UNH) 0.0 $1.3M -37% 2.4k 523.57
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $1.3M +8% 25k 51.20
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $1.3M 25k 49.53
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American Tower Reit (AMT) 0.0 $1.3M 5.8k 217.53
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Morgan Stanley Com New (MS) 0.0 $1.2M 11k 116.68
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $1.2M -12% 40k 31.02
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.2M +11% 43k 27.95
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J P Morgan Exchange Traded F Betabuilders Us (BBSC) 0.0 $1.2M NEW 20k 60.50
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $1.2M -88% 15k 76.82
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Ge Aerospace Com New (GE) 0.0 $1.2M -8% 5.9k 200.15
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $1.2M -2% 81k 14.46
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Ishares Tr Tips Bd Etf (TIP) 0.0 $1.2M -22% 10k 111.11
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Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $1.1M +30% 58k 19.66
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Wal-Mart Stores (WMT) 0.0 $1.1M -15% 13k 87.80
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $1.1M 17k 66.34
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Mastercard Incorporated Cl A (MA) 0.0 $1.1M +4% 2.0k 548.04
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O'reilly Automotive (ORLY) 0.0 $1.1M -15% 767.00 1432.98
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Union Pacific Corporation (UNP) 0.0 $1.1M +4% 4.6k 236.17
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Lockheed Martin Corporation (LMT) 0.0 $1.1M -2% 2.4k 446.55
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Bank of America Corporation (BAC) 0.0 $1.1M +5% 25k 41.75
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Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $1.1M -6% 40k 26.75
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Fidelity National Financial Fnf Group Com (FNF) 0.0 $1.1M 16k 65.06
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Wells Fargo & Company (WFC) 0.0 $1.0M -6% 14k 71.76
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Select Sector Spdr Tr Energy (XLE) 0.0 $991k 11k 93.48
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $969k -6% 27k 36.14
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Adobe Systems Incorporated (ADBE) 0.0 $966k 2.5k 383.64
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Nextera Energy (NEE) 0.0 $960k +9% 14k 70.87
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $945k -4% 15k 61.33
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $939k -84% 22k 42.05
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Lowe's Companies (LOW) 0.0 $934k -3% 4.0k 233.35
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $924k -12% 11k 82.93
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $890k +7% 4.4k 202.23
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Goldman Sachs (GS) 0.0 $885k 1.6k 546.63
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Spdr Gold Tr Gold Shs (GLD) 0.0 $881k +29% 3.1k 288.10
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Hf Sinclair Corp (DINO) 0.0 $876k 27k 32.88
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.0 $857k -51% 8.0k 106.84
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Walt Disney Company (DIS) 0.0 $847k +3% 8.6k 98.74
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Travelers Companies (TRV) 0.0 $835k +4% 3.2k 264.44
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Penske Automotive (PAG) 0.0 $833k +98% 5.8k 143.98
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Nordstrom 0.0 $833k -8% 34k 24.45
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Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $833k -26% 33k 25.55
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Amcor Ord (AMCR) 0.0 $831k -9% 86k 9.70
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Vanguard World Financials Etf (VFH) 0.0 $822k +4% 6.9k 119.51
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Sonoco Products Company (SON) 0.0 $820k +5% 17k 47.24
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Ishares Tr Ibonds Dec 2031 (IBTL) 0.0 $819k +48% 40k 20.33
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MDU Resources (MDU) 0.0 $811k +15% 48k 16.92
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $798k NEW 1.00 798000.00
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At&t (T) 0.0 $795k +9% 28k 28.30
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Ishares Tr Select Divid Etf (DVY) 0.0 $785k +7% 5.8k 134.28
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Discover Financial Services 0.0 $784k 4.6k 170.72
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Eli Lilly & Co. (LLY) 0.0 $772k -36% 934.00 826.20
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Ishares Msci Emrg Chn (EMXC) 0.0 $769k +22% 14k 55.07
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Deere & Company (DE) 0.0 $760k 1.6k 469.09
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $758k 8.8k 86.00
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Vanguard World Mega Grwth Ind (MGK) 0.0 $755k NEW 2.4k 308.92
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $745k 8.0k 92.85
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Cintas Corporation (CTAS) 0.0 $744k 3.6k 205.52
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Select Sector Spdr Tr Indl (XLI) 0.0 $741k -4% 5.7k 131.10
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $736k -5% 6.7k 110.06
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $731k 5.4k 135.62
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $717k -7% 2.3k 312.25
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $700k NEW 14k 49.70
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Gra (GGG) 0.0 $694k -3% 8.3k 83.51
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $677k -2% 16k 42.09
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $676k -6% 1.6k 420.14
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Vanguard World Health Car Etf (VHT) 0.0 $672k -20% 2.5k 264.60
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Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.0 $669k 64k 10.54
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Ishares Tr Core Msci Intl (IDEV) 0.0 $666k 9.7k 68.92
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Merck & Co (MRK) 0.0 $659k -2% 7.3k 89.81
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Ishares Gold Tr Ishares New (IAU) 0.0 $647k -9% 11k 58.93
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Honeywell International (HON) 0.0 $639k -12% 3.0k 211.80
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $633k 5.4k 116.40
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Select Sector Spdr Tr Communication (XLC) 0.0 $624k 6.5k 96.46
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Encana Corporation (OVV) 0.0 $618k -27% 14k 42.80
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American Water Works (AWK) 0.0 $616k 4.2k 147.58
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Ishares Tr Ibonds Dec 27 (IBMP) 0.0 $599k -35% 24k 25.29
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Paccar (PCAR) 0.0 $588k 6.0k 97.30
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $587k 24k 24.32
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Eaton Corp SHS (ETN) 0.0 $581k -30% 2.1k 271.81
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Intel Corporation (INTC) 0.0 $576k -2% 25k 22.71
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3M Company (MMM) 0.0 $572k -39% 3.9k 146.97
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $568k 2.7k 210.76
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $565k 13k 43.04
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Proshares Tr Large Cap Cre (CSM) 0.0 $560k -2% 8.8k 63.71
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Ishares Tr Ibonds Dec 2032 (IBTM) 0.0 $539k +40% 24k 22.89
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Yum! Brands (YUM) 0.0 $530k -8% 3.4k 157.36
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Ford Motor Company (F) 0.0 $525k -8% 52k 10.03
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Caterpillar (CAT) 0.0 $503k -47% 1.5k 329.40
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Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.0 $499k 8.6k 57.88
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Nike CL B (NKE) 0.0 $499k -10% 7.9k 63.47
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Trinity Industries (TRN) 0.0 $499k -2% 18k 28.06
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H.B. Fuller Company (FUL) 0.0 $497k -25% 8.9k 56.12
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Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.0 $489k NEW 6.6k 74.18
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $487k +8% 14k 34.19
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $479k 8.3k 57.63
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.0 $479k 13k 38.41
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $471k -11% 8.0k 58.74
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Coca-Cola Company (KO) 0.0 $468k -36% 6.5k 71.59
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $467k -5% 8.5k 54.77
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CVS Caremark Corporation (CVS) 0.0 $463k -16% 6.8k 67.76
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Hartford Financial Services (HIG) 0.0 $434k -4% 3.5k 123.72
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General Dynamics Corporation (GD) 0.0 $428k -2% 1.6k 272.44
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Ge Vernova (GEV) 0.0 $427k -8% 1.4k 305.63
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $423k +13% 2.4k 173.15
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $421k 11k 39.71
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DNP Select Income Fund (DNP) 0.0 $419k -9% 42k 9.88
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Novartis Sponsored Adr (NVS) 0.0 $411k 3.7k 111.53
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $410k 2.7k 151.03
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Colgate-Palmolive Company (CL) 0.0 $406k 4.3k 93.62
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Ishares Tr S&p 100 Etf (OEF) 0.0 $401k 1.5k 270.76
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Proshares Tr Pshs Ultra Dow30 (DDM) 0.0 $390k 4.3k 91.51
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Pepsi (PEP) 0.0 $387k -29% 2.6k 150.06
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $385k 4.1k 93.56
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Ishares Tr Ibonds Dec 2033 (IBTO) 0.0 $383k 16k 24.42
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Ishares Tr Future Ai & Tech (ARTY) 0.0 $379k -4% 12k 31.47
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Ecolab (ECL) 0.0 $377k 1.5k 253.78
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Us Bancorp Del Com New (USB) 0.0 $375k -2% 8.9k 42.20
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.0 $372k 9.9k 37.53
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McDonald's Corporation (MCD) 0.0 $370k -39% 1.2k 312.65
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Arthur J. Gallagher & Co. (AJG) 0.0 $363k 1.1k 345.35
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $358k +14% 14k 25.55
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First Tr Exchange Traded Dj Intl Intrnt (FDNI) 0.0 $357k 12k 30.97
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Dell Technologies CL C (DELL) 0.0 $355k 3.9k 91.19
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Select Sector Spdr Tr Financial (XLF) 0.0 $347k -34% 7.0k 49.86
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Ishares Tr Msci Usa Value (VLUE) 0.0 $346k 3.2k 106.56
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Vanguard World Energy Etf (VDE) 0.0 $343k +11% 2.6k 129.68
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $342k -13% 2.3k 146.09
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Mondelez Intl Cl A (MDLZ) 0.0 $341k 5.0k 67.91
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Blackstone Group Inc Com Cl A (BX) 0.0 $341k -21% 2.4k 139.58
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Everus Constr Group (ECG) 0.0 $329k NEW 8.9k 37.11
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Invesco Actively Managed Exc Total Return (GTO) 0.0 $328k 7.0k 46.94
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $328k +10% 2.9k 112.79
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.0 $326k 13k 24.77
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $323k 29k 11.20
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Stryker Corporation (SYK) 0.0 $322k +26% 865.00 372.25
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Spdr Ser Tr Factst Inv Etf (XITK) 0.0 $313k 2.0k 160.02
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $311k -6% 1.8k 170.79
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TJX Companies (TJX) 0.0 $308k -14% 2.5k 121.88
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $304k -7% 7.5k 40.34
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Ishares Msci World Etf (URTH) 0.0 $301k 2.0k 153.10
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $301k +2% 853.00 352.87
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Pfizer (PFE) 0.0 $300k -18% 12k 25.37
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $298k -36% 13k 23.63
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Philip Morris International (PM) 0.0 $297k -22% 1.9k 158.91
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Citigroup Com New (C) 0.0 $293k -26% 4.1k 71.01
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Fortune Brands (FBIN) 0.0 $292k +6% 4.8k 60.98
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Carrier Global Corporation (CARR) 0.0 $288k 4.5k 63.41
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $282k NEW 4.6k 60.68
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $280k +29% 2.2k 126.98
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Global X Fds S&p 500 Catholic (CATH) 0.0 $278k 4.1k 67.56
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Proshares Tr Bitcoin Etf (BITO) 0.0 $274k +7% 15k 18.29
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $266k 3.4k 78.88
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United Parcel Service CL B (UPS) 0.0 $265k -9% 2.4k 110.10
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Arista Networks Com Shs (ANET) 0.0 $263k +31% 3.4k 77.39
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $262k 8.5k 30.73
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.0 $258k NEW 5.6k 46.04
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Grifols S A Sp Adr Rep B Nvt (GRFS) 0.0 $257k -25% 36k 7.12
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Hubbell (HUBB) 0.0 $253k 764.00 331.34
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $253k -7% 2.8k 90.78
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Listed Fd Tr Wahed Ftse Etf (HLAL) 0.0 $247k NEW 5.1k 48.87
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $245k -19% 2.4k 100.04
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BlackRock Enhanced Capital and Income (CII) 0.0 $245k 13k 18.47
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Listed Fd Tr Wahed Dow Jones (UMMA) 0.0 $243k NEW 10k 23.81
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Ishares Tr Morningstr Us Eq (ILCB) 0.0 $241k NEW 3.1k 77.14
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $239k 751.00 318.24
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $234k 3.2k 72.49
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $233k +27% 1.4k 165.83
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Danaher Corporation (DHR) 0.0 $227k -2% 1.1k 204.83
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Rockwell Automation (ROK) 0.0 $226k -10% 876.00 257.99
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Gilead Sciences (GILD) 0.0 $222k -17% 2.0k 111.96
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Ishares Tr Morningstar Grwt (ILCG) 0.0 $222k NEW 2.7k 80.96
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Kimberly-Clark Corporation (KMB) 0.0 $221k -3% 1.6k 141.94
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Caci Intl Cl A (CACI) 0.0 $220k 600.00 366.92
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ConocoPhillips (COP) 0.0 $218k NEW 2.1k 105.21
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Ishares Tr Core High Dv Etf (HDV) 0.0 $214k NEW 1.8k 121.25
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Astec Industries (ASTE) 0.0 $213k 6.2k 34.45
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American Express Company (AXP) 0.0 $208k +4% 772.00 269.43
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.0 $207k NEW 2.5k 81.98
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Eversource Energy (ES) 0.0 $207k NEW 3.3k 62.12
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $207k 2.4k 87.86
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $207k -18% 2.1k 96.43
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Keysight Technologies (KEYS) 0.0 $206k NEW 1.4k 149.71
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Advanced Micro Devices (AMD) 0.0 $206k -6% 2.0k 102.64
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American Electric Power Company (AEP) 0.0 $205k NEW 1.9k 109.24
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $205k -46% 1.7k 121.95
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $204k -20% 5.0k 40.46
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Emcor (EME) 0.0 $201k -3% 543.00 370.17
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Amphenol Corp Cl A (APH) 0.0 $200k +3% 3.0k 65.64
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Kroger (KR) 0.0 $200k NEW 3.0k 67.73
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Shenandoah Telecommunications Company (SHEN) 0.0 $189k 15k 12.55
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Nuveen Insd Dividend Advantage (NVG) 0.0 $139k 11k 12.42
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Adtran Holdings (ADTN) 0.0 $106k NEW 12k 8.72
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Invesco Van Kampen Municipal Trust (VKQ) 0.0 $106k 11k 9.66
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Invesco Advantage Mun Income Sh Ben Int (VKI) 0.0 $92k 11k 8.59
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Solitario Expl & Rty Corp (XPL) 0.0 $23k 38k 0.59
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Fate Therapeutics (FATE) 0.0 $7.9k NEW 10k 0.79
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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