Financial Engines Advisors L.L.C

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

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Portfolio Holdings for Financial Engines Advisors

Companies in the Financial Engines Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Portfolio Mortgage Backed Bond ETF Etp (SPMB) 8.5 $3.2B +13% 133M 23.96
Vanguard Growth ETF Etp (VUG) 8.4 $3.1B +5% 11M 287.60
Schwab International Equity ETF Etp (SCHF) 7.5 $2.8B 77M 36.72
SPDR Portfolio S&P 500 Value ETF Etp (SPYV) 6.7 $2.5B 60M 41.75
iShares 5-10 Year Investment Grade Corporate Bond ETF Etp (IGIB) 5.3 $2.0B +5% 36M 54.87
Schwab U.S. Large-Cap Value ETF Etp (SCHV) 4.9 $1.8B -3% 26M 71.39
iShares Russell 1000 Value ETF Etp (IWD) 4.9 $1.8B -3% 11M 165.98
iShares Exponential Technologies ETF Etp (XT) 4.7 $1.7B +6% 30M 59.04
Schwab U.S. Large-Cap Growth ETF Etp (SCHG) 3.8 $1.4B +95% 19M 74.82
SPDR S&P Kensho New Economies Composite ETF Etp (KOMP) 3.3 $1.2B +16% 24M 51.97
iShares iBoxx $ Investment Grade Corporate Bond ETF Etp (LQD) 3.3 $1.2B +67% 10M 120.94
SPDR Portfolio Developed World ex-US ETF Etp (SPDW) 2.9 $1.1B +13% 31M 34.28
Schwab U.S. REIT ETF Etp (SCHH) 2.3 $856M +97% 34M 24.89
SPDR Portfolio S&P 500 Growth ETF Etp (SPYG) 2.3 $853M +10% 13M 66.21

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Schwab U.S. Mid-Cap ETF Etp (SCHM) 2.2 $834M +8% 11M 75.86
SPDR Portfolio Long Term Treasury ETF Etp (SPTL) 2.2 $822M +5% 22M 37.82
iShares Core S&P Small-Cap ETF Etp (IJR) 2.0 $761M +18% 7.0M 107.88
Vanguard FTSE Emerging Markets ETF Etp (VWO) 2.0 $744M +32% 16M 46.13
Schwab Emerging Markets Equity ETF Etp (SCHE) 1.8 $673M 24M 27.77
Schwab 1000 Index ETF Etp (SCHK) 1.8 $658M +10% 15M 44.03
iShares 3-7 Year Treasury Bond ETF Etp (IEI) 1.6 $601M 4.9M 122.05
iShares International Treasury Bond ETF Etp (IGOV) 1.5 $558M +3% 12M 46.45
iShares Core S&P Mid-Cap ETF Etp (IJH) 1.5 $546M -19% 2.0M 268.34
SPDR Portfolio S&P 600 Small Cap ETF Etp (SPSM) 1.4 $526M +7% 13M 42.07
SPDR Portfolio Intermediate Term Treasury ETF Etp (SPTI) 1.4 $516M +6% 17M 30.29
SPDR S&P North American Natural Resources ETF Etp (NANR) 1.1 $428M -24% 7.4M 58.02
Vanguard Real Estate ETF Etp (VNQ) 0.9 $347M -9% 3.2M 108.37
iShares US Tech Breakthrough Multisector ETF Etp (TECB) 0.9 $327M 9.0M 36.47
SPDR S&P 400 Mid CapGrowth ETF Etp (MDYG) 0.8 $303M 4.1M 74.21
SPDR Portfolio Emerging Markets ETF Etp (SPEM) 0.8 $282M +13% 7.3M 38.64
SPDR Portfolio S&P 500 ETF Etp (SPLG) 0.7 $255M 4.8M 53.13
iShares National Muni Bond ETF Etp (MUB) 0.5 $191M 1.7M 109.64
Schwab US Small-Cap ETF Etp (SCHA) 0.4 $154M +98% 3.3M 47.36
iShares S&P Mid-Cap 400 Growth ETF Etp (IJK) 0.4 $146M +3% 1.9M 77.27
iShares MSCI EAFE ETF Etp (EFA) 0.3 $123M +43% 1.7M 73.60
SPDR S&P 600 Small CapValue ETF Etp (SLYV) 0.3 $118M 1.4M 83.33
Schwab U.S. Aggregate Bond ETF Etp (SCHZ) 0.3 $103M 2.0M 50.57
iShares S&P Mid-Cap 400 Value ETF Etp (IJJ) 0.3 $97M -14% 887k 109.64
iShares Russell 2000 Growth ETF Etp (IWO) 0.2 $87M +14% 339k 255.75
iShares S&P 500 Value ETF Etp (IVE) 0.2 $85M +37% 543k 155.72
Vanguard Total Stock Market ETF Etp (VTI) 0.2 $84M 371k 227.67
iShares MSCI EAFE Min Vol Factor ETF Etp (EFAV) 0.2 $83M 1.2M 72.14
SPDR S&P 600 Small Cap Growth ETF Etp (SLYG) 0.2 $81M 967k 83.83
SPDR S&P 400 Mid Cap Value ETF Etp (MDYV) 0.2 $62M -2% 882k 70.38
Invesco S&P 500 High Dividend Low Volatility ETF Etp (SPHD) 0.2 $60M -41% 1.3M 47.21
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Etp (SHM) 0.2 $58M 1.2M 47.33
Legg Mason Low Volatility High Dividend ETF Etp (LVHD) 0.2 $57M -38% 1.4M 39.69
Vanguard Total Bond Market ETF Etp (BND) 0.1 $56M +10% 705k 79.54
SPDR Nuveen Bloomberg Municipal Bond ETF Etp (TFI) 0.1 $55M 1.2M 47.88
Vanguard FTSE Developed Markets ETF Etp (VEA) 0.1 $55M +1435% 1.1M 48.03
SPDR S&P 500 ETF Trust Etp (SPY) 0.1 $51M +397% 111k 452.99
iShares Core MSCI EAFE ETF Etp (IEFA) 0.1 $45M +18% 645k 69.51
iShares Short Treasury Bond ETF Etp (SHV) 0.1 $44M +74% 399k 110.25
iShares S&P 500 Growth ETF Etp (IVW) 0.1 $44M +6% 570k 76.38
Vanguard Mid-Cap ETF Etp (VO) 0.1 $34M +2746% 145k 237.84
Schwab Intermediate-Term U.S. Treasury ETF Etp (SCHR) 0.1 $33M -6% 620k 53.25
Schwab US TIPS ETF Etp (SCHP) 0.1 $20M 325k 60.71
iShares Core MSCI Emerging Markets ETF Etp (IEMG) 0.1 $19M +28% 347k 55.55
Technology Select Sector SPDR Fund Etp (XLK) 0.0 $18M NEW 113k 158.93
Invesco QQQ Trust Series 1 Etp (QQQ) 0.0 $18M +365% 50k 362.96
Industrial Select Sector SPDR Fund Etp (XLI) 0.0 $17M NEW 168k 102.98
AbbVie Common Stock (ABBV) 0.0 $17M -4% 106k 162.11
iShares Core U.S. Aggregate Bond ETF Etp (AGG) 0.0 $16M +10% 153k 107.10
SPDR S&P MidCap 400 ETF Trust Etp (MDY) 0.0 $16M +3834% 33k 491.60
Vanguard Value ETF Etp (VTV) 0.0 $16M +27% 107k 147.78
Vanguard Financials ETF Etp (VFH) 0.0 $14M NEW 149k 93.39
Old Dominion Freight Line Common Stock (ODFL) 0.0 $14M +10% 46k 298.68
Apple Common Stock (AAPL) 0.0 $12M +36% 71k 174.61
Microsoft Corp Common Stock (MSFT) 0.0 $12M +83% 39k 308.29
Bank of New York Mellon Corp/The Common Stock (BK) 0.0 $11M +2% 221k 49.63
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund Etp (CORP) 0.0 $11M -2% 103k 104.14
Vanguard Small-Cap ETF Etp (VB) 0.0 $8.6M +137% 41k 212.51
Amazon.com Common Stock (AMZN) 0.0 $8.2M +495% 2.5k 3259.66
Fidelity MSCI Real Estate Index ETF Etp (FREL) 0.0 $6.9M +3% 213k 32.39
Boeing Co/The Common Stock (BA) 0.0 $6.8M 36k 191.50
Dimensional World EX US Core Equity 2 ETF Etp (DFAX) 0.0 $6.7M +7% 269k 24.95
Edwards Lifesciences Corp Common Stock (EW) 0.0 $6.5M -19% 55k 117.72
iShares Russell 1000 Growth ETF Etp (IWF) 0.0 $6.3M +264% 23k 277.65
iShares GNMA Bond ETF Etp (GNMA) 0.0 $5.9M -24% 123k 47.72
Schwab US Large-Cap ETF Etp (SCHX) 0.0 $5.3M +374% 99k 53.85
iShares Core S&P 500 ETF Etp (IVV) 0.0 $5.3M +210% 12k 453.71
NVIDIA Corp Common Stock (NVDA) 0.0 $5.1M NEW 19k 272.89
Abbott Laboratories Common Stock (ABT) 0.0 $5.0M +4% 42k 118.35
Tesla Common Stock (TSLA) 0.0 $4.9M +301% 4.5k 1077.43
Kinder Morgan Common Stock (KMI) 0.0 $4.8M -3% 254k 18.91
iShares Russell Mid-Cap ETF Etp (IWR) 0.0 $4.3M +1527% 55k 78.04
SPDR Portfolio Intermediate Term Corporate Bond ETF Etp (SPIB) 0.0 $4.3M +199% 125k 34.15
Alaska Air Group Common Stock (ALK) 0.0 $4.2M +13% 73k 58.01
iShares US Treasury Bond ETF Etp (GOVT) 0.0 $4.0M +49% 162k 24.91
Alphabet Common Stock (GOOGL) 0.0 $4.0M +693% 1.4k 2782.21
Vanguard Intermediate-Term Bond ETF Etp (BIV) 0.0 $3.9M +83% 47k 81.91
Vanguard Short-Term Inflation-Protected Securities ETF Etp (VTIP) 0.0 $3.7M NEW 73k 51.21
SPDR Bloomberg Investment Grade Floating Rate ETF Etp (FLRN) 0.0 $3.7M NEW 121k 30.49
Meta Platforms Common Stock (FB) 0.0 $3.5M +1751% 16k 222.38
Financial Select Sector SPDR Fund Etp (XLF) 0.0 $3.3M NEW 87k 38.32
Marsh & McLennan Cos Common Stock (MMC) 0.0 $3.3M 19k 170.55
Vanguard Dividend Appreciation ETF Etp (VIG) 0.0 $3.1M +427% 19k 162.15
iShares S&P Small-Cap 600 Value ETF Etp (IJS) 0.0 $3.1M +5% 30k 102.38
Viasat Common Stock (VSAT) 0.0 $3.0M 61k 48.79
Shopify Common Stock (SHOP) 0.0 $3.0M NEW 4.4k 676.03
Olin Corp Common Stock (OLN) 0.0 $3.0M 56k 52.29
SPDR MSCI ACWI ex-US ETF Etp (CWI) 0.0 $2.9M 104k 27.52
iShares TIPS Bond ETF Etp (TIP) 0.0 $2.8M +12% 23k 124.57
Netflix Common Stock (NFLX) 0.0 $2.7M NEW 7.1k 374.60
Cloudflare Common Stock (NET) 0.0 $2.7M NEW 22k 119.72
iShares S&P Small-Cap 600 Growth ETF Etp (IJT) 0.0 $2.6M +5% 21k 125.11
SPDR Bloomberg International Treasury Bond ETF Etp (BWX) 0.0 $2.5M +504% 96k 26.03
iShares Core S&P U.S. Value ETF Etp (IUSV) 0.0 $2.4M +8% 32k 75.87
Crane Common Stock (CR) 0.0 $2.4M -24% 22k 108.29
DaVita Common Stock (DVA) 0.0 $2.3M +5% 20k 113.11
First Trust Indxx Innovative Transaction & Process ETF Etp (LEGR) 0.0 $2.3M +633% 56k 40.29
Berkshire Hathaway Common Stock (BRK.B) 0.0 $2.2M -29% 6.4k 352.90
iShares Russell Mid-Cap Growth ETF Etp (IWP) 0.0 $2.2M +51% 22k 100.48
Snowflake Common Stock (SNOW) 0.0 $2.2M NEW 9.7k 229.15
iShares Trust iShares ESG Aware MSCI EAFE ETF Etp (ESGD) 0.0 $2.2M +284% 30k 73.73
iShares MSCI Emerging Markets ETF Etp (EEM) 0.0 $2.2M +123% 48k 45.14
Amcor Common Stock (AMCR) 0.0 $2.1M -3% 183k 11.33
ETFMG Prime Cyber Security ETF Etp (HACK) 0.0 $1.9M +13% 33k 58.73
iShares Russell Mid-Cap Value ETF Etp (IWS) 0.0 $1.9M +531% 16k 119.66
iShares Russell 1000 ETF Etp (IWB) 0.0 $1.8M +90% 7.3k 250.14
Salesforce Common Stock (CRM) 0.0 $1.8M NEW 8.5k 212.36
Union Pacific Corp Common Stock (UNP) 0.0 $1.8M 6.6k 273.29
Nordstrom Common Stock (JWN) 0.0 $1.8M -5% 67k 27.11
Schwab Short-Term U.S. Treasury ETF Etp (SCHO) 0.0 $1.8M +17% 36k 49.55
iShares Russell 2000 ETF Etp (IWM) 0.0 $1.7M +209% 8.5k 205.31
ETFMG Prime Mobile Payments ETF Etp (IPAY) 0.0 $1.7M +18% 33k 52.12
Vanguard Small-Cap Growth ETF Etp (VBK) 0.0 $1.7M +6% 6.9k 248.07
Global X Robotics & Artificial Intelligence ETF Etp (BOTZ) 0.0 $1.6M +22% 55k 29.00
VanEck Digital Transformation ETF Etp (DAPP) 0.0 $1.5M +721% 99k 15.10
Verizon Communications Common Stock (VZ) 0.0 $1.5M +253% 29k 50.94
Costco Wholesale Corp Common Stock (COST) 0.0 $1.4M +149% 2.5k 575.91
iShares MSCI EAFE Value ETF Etp (EFV) 0.0 $1.4M +17% 28k 50.26
iShares 1-3 Year Treasury Bond ETF Etp (SHY) 0.0 $1.4M +171% 17k 83.34
Home Depot Inc/The Common Stock (HD) 0.0 $1.4M +83% 4.6k 299.33
Dimensional US Core Equity 2 ETF Etp (DFAC) 0.0 $1.4M 50k 27.58
Vanguard Small-Cap Value ETF Etp (VBR) 0.0 $1.4M +6% 7.8k 175.97
ProShares Ultra QQQ Etp (QLD) 0.0 $1.4M -4% 19k 71.91
Siren Nasdaq NexGen Economy ETF Etp (BLCN) 0.0 $1.4M +663% 37k 37.06
ProShares Bitcoin Strategy ETF Etp (BITO) 0.0 $1.3M NEW 47k 28.57
WisdomTree US MidCap Dividend Fund Etp (DON) 0.0 $1.3M NEW 30k 44.41
Global X Blockchain ETF Etp (BKCH) 0.0 $1.3M NEW 75k 17.45
Xtrackers MSCI USA ESG Leaders Equity ETF Etp (USSG) 0.0 $1.3M +437% 31k 41.66
Johnson & Johnson Common Stock (JNJ) 0.0 $1.3M +31% 7.2k 177.29
Vanguard Long-Term Bond ETF Etp (BLV) 0.0 $1.2M +121% 14k 91.71
iShares MBS ETF Etp (MBB) 0.0 $1.2M +333% 12k 101.88
SPDR Portfolio S&P 400 Mid Cap ETF Etp (SPMD) 0.0 $1.2M 26k 47.18
At&t Common Stock (T) 0.0 $1.2M +152% 52k 23.63
Equifax Common Stock (EFX) 0.0 $1.2M -24% 5.0k 237.15
Vanguard Mid-Cap Value ETF Etp (VOE) 0.0 $1.2M +13% 8.0k 149.67
iShares ESG Aware USD Corporate Bond ETF Etp (SUSC) 0.0 $1.2M NEW 47k 25.12
VanEck Green Bond ETF Etp (GRNB) 0.0 $1.2M NEW 47k 24.97
iShares Core Dividend Growth ETF Etp (DGRO) 0.0 $1.2M +102% 22k 53.39
Schwab International Small-Cap Equity ETF Etp (SCHC) 0.0 $1.2M +11% 31k 37.98
iShares Short-Term National Muni Bond ETF Etp (SUB) 0.0 $1.2M -10% 11k 104.56
UnitedHealth Group Common Stock (UNH) 0.0 $1.1M +3% 2.3k 509.77
Invesco Global Clean Energy ETF Etp (PBD) 0.0 $1.1M +16% 45k 24.80
Schwab US Broad Market ETF Etp (SCHB) 0.0 $1.1M +100% 21k 53.37
Amplify Transformational Data Sharing ETF Etp (BLOK) 0.0 $1.1M NEW 32k 34.20
Vanguard ESG US Stock ETF Etp (ESGV) 0.0 $1.1M +441% 13k 81.06
iShares 20 Year Treasury Bond ETF Etp (TLT) 0.0 $1.1M +28% 8.1k 132.07
iShares Core High Dividend ETF Etp (HDV) 0.0 $1.1M NEW 9.9k 106.86
Vanguard S&P 500 ETF Etp (VOO) 0.0 $1.0M +21% 2.5k 415.26
Merck & Co Common Stock (MRK) 0.0 $1.0M +229% 12k 82.75
Chevron Corp Common Stock (CVX) 0.0 $1.0M -18% 6.2k 162.76
Invesco S&P Smallcap 600 Revenue ETF Etp (RWJ) 0.0 $1.0M NEW 8.3k 119.97
Vanguard Information Technology ETF Etp (VGT) 0.0 $1000k +211% 2.4k 416.49
Spdr S&p 500 Esg Etf Etp (EFIV) 0.0 $970k NEW 22k 43.43
Carpenter Technology Corp Common Stock (CRS) 0.0 $968k +3% 23k 41.99
Materials Select Sector SPDR Fund Etp (XLB) 0.0 $945k +10% 11k 88.17
Sonoco Products Common Stock (SON) 0.0 $874k -5% 14k 62.53
Automatic Data Processing Common Stock (ADP) 0.0 $869k 3.8k 227.96
Starbucks Corp Common Stock (SBUX) 0.0 $818k NEW 9.0k 90.94
Wynn Resorts Common Stock (WYNN) 0.0 $800k NEW 10k 79.76
Blackstone Common Stock (BX) 0.0 $795k +12% 6.3k 126.92
iShares ESG Aware MSCI USA Small-Cap ETF Etp (ESML) 0.0 $762k +78% 20k 38.03
Vanguard High Dividend Yield ETF Etp (VYM) 0.0 $759k -7% 6.8k 112.23
iShares MSCI Emerging Markets Min Vol Factor ETF Etp (EEMV) 0.0 $751k NEW 12k 61.06
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF Etp (EEMX) 0.0 $740k NEW 11k 68.47
iShares ESG Aware 1-5 Year USD Corporate Bond ETF Etp (SUSB) 0.0 $735k NEW 30k 24.64
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf Etp (SPHQ) 0.0 $734k NEW 15k 49.93
SPDR Gold Shares Etp (GLD) 0.0 $707k NEW 3.9k 180.59
Invesco S&P 500 Equal Weight Technology ETF Etp (RYT) 0.0 $686k -3% 2.4k 289.09
WisdomTree Emerging Markets High Dividend Fund Etp (DEM) 0.0 $659k NEW 15k 43.78
Fidelity MSCI Utilities Index ETF Etp (FUTY) 0.0 $636k NEW 13k 47.93
Mastercard Common Stock (MA) 0.0 $632k +48% 1.8k 357.26
iShares MSCI USA Momentum Factor ETF Etp (MTUM) 0.0 $617k NEW 3.7k 168.17
Eli Lilly & Co Common Stock (LLY) 0.0 $610k NEW 2.1k 286.38
Keysight Technologies Common Stock (KEYS) 0.0 $600k 3.8k 157.98
SPDR Dow Jones Industrial Average ETF Trust Etp (DIA) 0.0 $594k +9% 1.7k 347.78
Alphabet Common Stock (GOOG) 0.0 $589k +137% 211.00 2791.47
SPDR S&P 600 Small CapETF Etp (SLY) 0.0 $585k 6.2k 93.67
Vanguard Mid-Cap Growth ETF Etp (VOT) 0.0 $580k -62% 2.6k 222.91
Graco Common Stock (GGG) 0.0 $564k +2% 8.1k 69.67
Comcast Corp Common Stock (CMCSA) 0.0 $560k +22% 12k 46.83
HF Sinclair Corp Common Stock 0.0 $541k NEW 14k 39.82
Agilent Technologies Common Stock (A) 0.0 $536k 4.1k 132.25
Trinity Industries Common Stock (TRN) 0.0 $529k +18% 15k 34.34
Global X SuperDividend US ETF Etp (DIV) 0.0 $525k NEW 25k 21.11
DNP Select Income Fund Closed-End Fund (DNP) 0.0 $500k NEW 42k 11.88
Cisco Systems Common Stock (CSCO) 0.0 $494k -2% 8.9k 55.77
Vanguard Industrials ETF Etp (VIS) 0.0 $491k NEW 2.5k 194.38
Thermo Fisher Scientific Common Stock (TMO) 0.0 $488k +51% 826.00 590.80
Fortune Brands Home & Security Common Stock (FBHS) 0.0 $487k +7% 6.6k 74.34
Invesco National AMT-Free Municipal Bond ETF Etp (PZA) 0.0 $479k NEW 19k 24.91
Amgen Common Stock (AMGN) 0.0 $469k NEW 1.9k 241.75
HB Fuller Common Stock (FUL) 0.0 $465k -6% 7.0k 66.13
GraniteShares Bloomberg Commodity Broad Strategy no K-1 ETF Etp (COMB) 0.0 $462k NEW 14k 32.08
iShares Select Dividend ETF Etp (DVY) 0.0 $461k +23% 3.6k 128.20
Global X Telemedicine & Digital Health ETF Etp (EDOC) 0.0 $453k 31k 14.46
Vanguard Large-Cap ETF Etp (VV) 0.0 $451k NEW 2.2k 208.70
Associated Banc-Corp Common Stock (ASB) 0.0 $445k 20k 22.78
Visa Common Stock (V) 0.0 $429k +79% 1.9k 221.59
Vanguard Short-Term Bond ETF Etp (BSV) 0.0 $424k +2% 5.4k 77.90
ARK Genomic Revolution ETF Etp (ARKG) 0.0 $410k -5% 8.9k 45.95
iShares MSCI Japan ETF Etp (EWJ) 0.0 $407k NEW 6.6k 61.67
SPDR Portfolio TIPS ETF Etp (SPIP) 0.0 $407k NEW 13k 30.28
Vanguard Mega Cap Growth ETF Etp (MGK) 0.0 $406k NEW 1.7k 235.23
SPDR S&P Kensho Clean Power ETF Etp (CNRG) 0.0 $401k +6% 4.5k 89.67
O'Reilly Automotive Common Stock (ORLY) 0.0 $394k 575.00 685.22
JPMorgan Chase & Co Common Stock (JPM) 0.0 $393k +21% 2.9k 136.41
Global X Internet of Things ETF Etp (SNSR) 0.0 $389k 12k 33.28
iShares Core MSCI Europe ETF Etp (IEUR) 0.0 $388k -11% 7.3k 53.36
Wells Fargo & Co Common Stock (WFC) 0.0 $384k -12% 7.9k 48.42
Global X Genomics & Biotechnology ETF Etp (GNOM) 0.0 $383k 26k 15.02
Parsons Corp Common Stock (PSN) 0.0 $381k NEW 9.9k 38.68
Illinois Tool Works Common Stock (ITW) 0.0 $379k NEW 1.8k 210.56
Vanguard International Dividend Appreciation ETF Etp (VIGI) 0.0 $372k -11% 4.7k 79.00
NextEra Energy Common Stock (NEE) 0.0 $371k -5% 4.4k 84.70
Accenture Common Stock (ACN) 0.0 $366k +101% 1.1k 337.33
Vanguard International High Dividend Yield ETF Etp (VYMI) 0.0 $365k -12% 5.4k 67.69
ProShares Ultra Dow30 Etp (DDM) 0.0 $354k 4.9k 72.70
First Trust Tcw Unconstrained Plus Bond Etf Etp (UCON) 0.0 $353k NEW 14k 25.52
Danaher Corp Common Stock (DHR) 0.0 $353k +74% 1.2k 293.43
Sysco Corp Common Stock (SYY) 0.0 $349k 4.2k 82.16
iShares Expanded Tech Sector ETF Etp (IGM) 0.0 $345k 889.00 388.08
Bristol-Myers Squibb Common Stock (BMY) 0.0 $343k +31% 4.7k 73.46
Anthem Common Stock (ANTM) 0.0 $340k +11% 692.00 491.33
Oracle Corp Common Stock (ORCL) 0.0 $336k -20% 4.1k 82.78
iShares MSCI EAFE Small-Cap ETF Etp (SCZ) 0.0 $336k -16% 5.1k 66.31
iShares MSCI Emerging Markets ex China ETF Etp (EMXC) 0.0 $334k NEW 5.7k 58.19
Bank of America Corp Common Stock (BAC) 0.0 $329k +10% 8.0k 41.21
SPDR Doubleline Total Return Tactical ETF Etp (TOTL) 0.0 $328k NEW 7.3k 44.74
Invesco Total Return Bond ETF Etp (GTO) 0.0 $327k NEW 6.2k 52.37
Emerson Electric Common Stock (EMR) 0.0 $327k -5% 3.3k 98.14
Coca-Cola Co/The Common Stock (KO) 0.0 $323k NEW 5.2k 62.26
Global X Lithium & Battery Tech ETF Etp (LIT) 0.0 $323k 4.2k 77.00
Vanguard Extended Market ETF Etp (VXF) 0.0 $320k NEW 1.9k 165.72
iShares Preferred & Income Securities ETF Etp (PFF) 0.0 $317k +44% 8.7k 36.45
Procter & Gamble Co/The Common Stock (PG) 0.0 $317k +5% 2.1k 152.99
McDonald's Corp Common Stock (MCD) 0.0 $317k -43% 1.3k 247.66
SPDR S&P Dividend ETF Etp (SDY) 0.0 $314k 2.4k 128.27
First Trust North American Energy Infrastructure Fund Etp (EMLP) 0.0 $304k -11% 11k 27.68
ARK Next Generation Internet ETF Etp (ARKW) 0.0 $304k -8% 3.5k 87.16
DR Horton Common Stock (DHI) 0.0 $304k 4.1k 74.53
Global X CleanTech ETF Etp (CTEC) 0.0 $303k 18k 16.66
iShares Core MSCI Total International Stock ETF Etp (IXUS) 0.0 $299k +2% 4.5k 66.56
SPDR S&P Kensho Smart Mobility ETF Etp (HAIL) 0.0 $299k 6.4k 46.89
Southern Co/The Common Stock (SO) 0.0 $294k NEW 4.1k 72.43
Deere & Co Common Stock (DE) 0.0 $291k -26% 698.00 416.91
Schwab Fundamental International Large Company Index ETF Etp (FNDF) 0.0 $289k +18% 9.0k 32.26
Global X US Infrastructure Development ETF Etp (PAVE) 0.0 $283k -3% 10k 28.31
iShares MSCI USA Value Factor ETF Etp (VLUE) 0.0 $283k NEW 2.7k 104.66
Vanguard Intermediate-Term Corporate Bond ETF Etp (VCIT) 0.0 $281k -7% 3.3k 85.99
Exxon Mobil Corp Common Stock (XOM) 0.0 $277k -20% 3.4k 82.47
ARK Autonomous Technology & Robotics ETF Etp (ARKQ) 0.0 $275k 4.1k 67.57
SPDR S&P Kensho Final Frontiers ETF Etp (ROKT) 0.0 $274k 6.6k 41.31
Nuveen AMT-Free Quality Municipal Income Fund Closed-End Fund (NEA) 0.0 $273k NEW 21k 13.19
Global X E-Commerce ETF Etp (EBIZ) 0.0 $271k 12k 22.19
Utilities Select Sector SPDR Fund Etp (XLU) 0.0 $269k -2% 3.6k 74.41
Vanguard Energy ETF Etp (VDE) 0.0 $268k -4% 2.5k 107.20
Adobe Common Stock (ADBE) 0.0 $268k NEW 588.00 455.78
ARK Innovation ETF Etp (ARKK) 0.0 $266k 4.0k 66.30
3D Printing ETF Etp (PRNT) 0.0 $264k +14% 9.0k 29.43
Global X FinTech ETF Etp (FINX) 0.0 $263k 8.2k 32.02
Walgreens Boots Alliance Common Stock (WBA) 0.0 $261k 5.8k 44.73
Diageo Adr (DEO) 0.0 $257k -2% 1.3k 205.11
Global X Video Games & Esports ETF Etp (HERO) 0.0 $256k +9% 10k 25.09
iShares MSCI ACWI ETF Etp (ACWI) 0.0 $255k NEW 2.6k 99.65
iShares ESG Aware MSCI USA ETF Etp (ESGU) 0.0 $254k +2% 2.5k 101.40
iShares Russell Top 200 Growth ETF Etp (IWY) 0.0 $253k NEW 1.6k 158.82
Walt Disney Co/The Common Stock (DIS) 0.0 $252k -9% 1.8k 137.03
Global X Autonomous & Electric Vehicles ETF Etp (DRIV) 0.0 $247k 9.0k 27.53
Global X Founder - Run Companies ETF Etp (BOSS) 0.0 $245k +2% 8.2k 30.06
Dimensional US Small Cap ETF Etp (DFAS) 0.0 $243k 4.3k 56.16
PotlatchDeltic Corp Reit (PCH) 0.0 $238k 4.5k 52.71
Ford Motor Common Stock (F) 0.0 $236k -43% 14k 16.90
Northrop Grumman Corp Common Stock (NOC) 0.0 $236k -3% 527.00 447.82
ARK Fintech Innovation ETF Etp (ARKF) 0.0 $236k 8.1k 29.04
SPDR S&P Global Natural Resources ETF Etp (GNR) 0.0 $233k -22% 3.7k 62.74
Lowe's Cos Common Stock (LOW) 0.0 $231k -11% 1.1k 202.10
PepsiCo Common Stock (PEP) 0.0 $230k -13% 1.4k 167.52
Global X Artificial Intelligence & Technology ETF Etp (AIQ) 0.0 $229k 8.5k 27.05
FlexShares Global Upstream Natural Resources Index Fund Etp (GUNR) 0.0 $228k NEW 4.9k 46.90
Intel Corp Common Stock (INTC) 0.0 $225k -53% 4.6k 49.45
Waste Management Common Stock (WM) 0.0 $220k -5% 1.4k 158.27
iShares Core S&P U.S. Growth ETF Etp (IUSG) 0.0 $219k -32% 2.1k 105.54
Astec Industries Common Stock (ASTE) 0.0 $215k -4% 5.0k 43.03
Schwab US Dividend Equity ETF Etp (SCHD) 0.0 $214k NEW 2.7k 79.03
United Bancorp Common Stock (UBCP) 0.0 $207k 11k 18.23
iShares U.S. Real Estate ETF Etp (IYR) 0.0 $207k -9% 1.9k 108.09
Invesco International BuyBack Achievers ETF Etp (IPKW) 0.0 $205k NEW 5.4k 38.27
Vanguard Total International Bond ETF Etp (BNDX) 0.0 $202k 3.9k 52.36
iShares Core MSCI Pacific ETF Etp (IPAC) 0.0 $201k -18% 3.3k 60.78
Nuveen Quality Municipal Income Fund Closed-End Fund (NAD) 0.0 $201k NEW 15k 13.43
Vaxart Common Stock (VXRT) 0.0 $50k NEW 10k 5.00

Past Filings by Financial Engines Advisors

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

View all past filings