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Financial Engines Advisors L.L.C

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

Top 5 stock holdings are SPYV, SPMB, SCHF, IGIB, VUG, and represent 36.51% of Financial Engines Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$2.8B), VWO (+$619M), IGIB (+$300M), SPMB (+$191M), SCHG (+$173M), SPTL (+$114M), SPTI (+$99M), SPYV (+$93M), IAGG (+$60M), LQD (+$55M).
Started 44 new stock positions in PLUG, SNOW, SGOV, AIG, SPUS, USFR, WIT, WDC, SHLD, BBRE.
Reduced shares in these 10 stocks: SPEM (-$670M), AKRE (-$256M), XT (-$242M), SPDW (-$193M), SCHM (-$187M), SCHF (-$135M), SPYG (-$125M), SPSM (-$108M), KOMP (-$99M), SCHV (-$67M).
Sold out of its positions in ADTN, ASTE, DAL, ELF, EME, FATE, AG, FDNI, GM, AIQ. Honeywell International, VKQ, VKI, IEF, ISTB, KR, NVG, PCG, Sleep Number Corp, VCLT, WEC, ZTS.
Financial Engines Advisors was a net buyer of stock by $2.2B.
Financial Engines Advisors has $56B in assets under management (AUM), dropping by 14.34%.
Central Index Key (CIK): 0001420473

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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 552 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Financial Engines Advisors has 552 total positions. Only the first 250 positions are shown.

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Download the Financial Engines Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500val (SPYV)	9.0	$5.0B		83M	60.79	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	7.8	$4.4B	+4%	197M	22.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	7.3	$4.1B	-3%	148M	27.70	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	6.5	$3.7B	+8%	69M	53.17	View chart
Vanguard Index Fds Growth Etf (VUG)	5.9	$3.3B	+497%	39M	86.14	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	4.7	$2.6B	-6%	52M	50.39	View chart
Ishares Tr Futu Expo Te Etf (XT)	4.3	$2.4B	-9%	30M	82.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$2.1B	+42%	35M	59.69	View chart
Spdr Series Trust Sp Kensho Newec (KOMP)	3.6	$2.0B	-4%	28M	71.50	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.5	$1.9B	-6%	16M	118.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.4	$1.9B		7.9M	242.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.4	$1.9B	-8%	52M	36.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.9	$1.6B	-3%	47M	34.81	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	2.7	$1.5B	+7%	59M	26.23	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	2.7	$1.5B	-3%	42M	36.06	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.5	$1.4B		60M	23.68	View chart
Spdr Series Trust St Inter Etf (SPTI)	2.4	$1.4B	+7%	48M	28.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$1.3B	+14%	39M	33.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.2	$1.2B	+4%	11M	109.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$1.1B	-4%	7.4M	148.31	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.9	$1.1B	-9%	19M	57.67	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.6	$891M	+7%	18M	50.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$599M		7.8M	77.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.0	$548M	-2%	15M	36.26	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.9	$509M	+2%	4.3M	117.45	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$440M		5.0M	87.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$324M		3.4M	96.43	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.6	$319M		4.2M	75.50	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.5	$256M	-9%	3.6M	71.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$239M		3.0M	79.03	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$202M	-76%	3.9M	51.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$164M		1.6M	103.88	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.3	$160M	+12%	1.4M	112.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$151M	-8%	4.2M	36.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$149M	-3%	199k	748.89	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$145M	+5%	3.3M	44.36	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$138M	-4%	1.2M	117.50	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$131M	+4%	5.7M	23.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$130M	-2%	352k	370.04	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$127M	-2%	1.1M	119.13	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$117M	+2%	1.2M	94.85	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$113M	-4%	1.0M	109.11	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$90M	-2%	609k	147.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$88M	-6%	223k	393.96	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$84M	+9%	1.1M	77.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$71M		967k	73.41	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$68M		780k	87.71	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$66M		1.4M	46.81	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$64M	+2%	595k	107.62	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$58M	-2%	634k	91.21	View chart
Apple (AAPL)	0.1	$52M		181k	289.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$51M		225k	227.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$48M	-3%	219k	217.93	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$45M		1.2M	36.84	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$44M	+15%	397k	110.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$44M	+2%	860k	50.58	View chart
NVIDIA Corporation (NVDA)	0.1	$41M	-5%	204k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$37M		105k	357.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$36M	+2%	367k	98.98	View chart
Microsoft Corporation (MSFT)	0.1	$36M		96k	373.02	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$35M		766k	45.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$35M		357k	96.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$34M	-6%	46k	736.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$34M	-4%	910k	37.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$33M		997k	33.29	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$33M		678k	47.97	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$31M	+23%	748k	41.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$30M		41k	746.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$29M	-3%	212k	137.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$28M	+4%	685k	40.64	View chart
Amazon (AMZN)	0.0	$27M	-5%	113k	238.34	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$26M	-90%	496k	53.19	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$26M	+24%	275k	94.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$26M	-3%	84k	303.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$23M	-7%	65k	353.33	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$22M	-3%	292k	76.70	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$21M	-7%	303k	69.90	View chart
Abbvie (ABBV)	0.0	$21M	+16%	84k	251.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$21M	-3%	375k	55.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$20M	+18%	248k	82.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$19M	+8%	238k	77.91	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$19M	-15%	128k	144.61	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.0	$18M	+5%	465k	39.54	View chart
Old Dominion Freight Line (ODFL)	0.0	$18M	-4%	85k	216.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$18M	-61%	345k	50.84	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.0	$18M	+3%	601k	29.04	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$17M		156k	110.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$17M	+294%	212k	80.57	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$17M		164k	102.81	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.0	$17M	-60%	380k	44.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$17M	-2%	232k	71.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$16M	+20%	412k	38.79	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$16M		595k	26.50	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$16M	-5%	190k	82.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$14M	-2%	41k	343.91	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$14M	-7%	279k	50.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$14M	-3%	20k	686.81	View chart
Boeing Company (BA)	0.0	$13M	-5%	61k	216.47	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$13M	+78%	98k	128.08	View chart
Meta Platforms Cl A (META)	0.0	$12M		22k	563.28	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$12M	+2%	69k	178.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$12M	-2%	25k	500.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$12M	+259%	96k	124.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$12M	+2%	141k	83.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$11M	+87%	114k	100.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$11M	+4%	240k	47.41	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.0	$9.9M	-7%	238k	41.73	View chart
Tesla Motors (TSLA)	0.0	$9.7M	-2%	23k	420.60	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$9.6M		117k	81.94	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$9.0M	-6%	74k	121.42	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$8.7M	-3%	381k	22.89	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$8.5M	+3%	340k	24.99	View chart
Dbx Etf Tr Xtrackers Msci (USSG)	0.0	$8.4M	-4%	121k	69.46	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.0	$8.4M	-3%	110k	76.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$8.2M	-15%	11.00	748850.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$8.2M	+4%	152k	54.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$8.2M		27k	300.45	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$8.1M	-4%	145k	55.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$8.0M	-3%	58k	136.68	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$7.8M	+91%	91k	86.42	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.0	$7.8M	-3%	360k	21.68	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$7.7M	-6%	40k	190.52	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$7.5M		336k	22.37	View chart
ViaSat (VSAT)	0.0	$7.5M	-26%	84k	89.81	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$7.5M	-4%	57k	132.24	View chart
JPMorgan Chase & Co. (JPM)	0.0	$7.1M		22k	327.33	View chart
Kinder Morgan (KMI)	0.0	$6.9M	-4%	217k	31.97	View chart
First Tr Exchange Traded Indxx Inovtv Etf (LEGR)	0.0	$6.9M		107k	64.25	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	0.0	$6.9M	-4%	94k	72.93	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$6.8M		234k	28.96	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$6.7M		301k	22.14	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$6.5M	-6%	162k	40.13	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$6.4M	+4%	145k	44.23	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$6.4M	+2%	127k	50.37	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$6.4M		95k	67.56	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$6.2M	+2%	269k	23.15	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$6.2M	-2%	75k	82.65	View chart
Home Depot (HD)	0.0	$6.0M		17k	352.67	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$6.0M	-8%	175k	34.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$5.9M		15k	409.50	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.0	$5.6M	+18%	218k	25.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$5.2M	-4%	96k	54.69	View chart
Broadcom (AVGO)	0.0	$5.1M		14k	377.76	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$5.1M		224k	22.78	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$5.0M	-2%	7.2k	703.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$5.0M	-5%	14k	365.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$4.9M		16k	306.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$4.8M		20k	236.62	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$4.7M		114k	41.03	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$4.6M	-10%	44k	104.93	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$4.6M		138k	33.46	View chart
Costco Wholesale Corporation (COST)	0.0	$4.6M		4.9k	935.39	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$4.5M	+5%	188k	24.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$4.4M	-2%	15k	302.97	View chart
Netflix (NFLX)	0.0	$4.4M	-3%	62k	71.40	View chart
Texas Pacific Land Corp (TPL)	0.0	$4.4M		10k	437.64	View chart
Axon Enterprise (AXON)	0.0	$4.3M	+39%	7.6k	560.61	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$4.2M		91k	46.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$4.2M		29k	146.41	View chart
Cisco Systems (CSCO)	0.0	$4.2M	+2%	36k	117.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$4.2M		38k	110.32	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$4.1M	+21%	41k	101.31	View chart
Intel Corporation (INTC)	0.0	$4.1M	-3%	29k	139.63	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$4.1M	+15%	42k	96.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$4.0M	-11%	83k	48.43	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$3.9M		133k	29.30	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$3.9M	-3%	179k	21.65	View chart
Fidelity Covington Trust Crypto Ind & Dig (FDIG)	0.0	$3.8M	-10%	90k	42.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.8M		10k	368.38	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.0	$3.8M		49k	78.28	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$3.8M	-9%	95k	40.21	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$3.8M	NEW	71k	52.72	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.8M		32k	116.67	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$3.8M	-16%	54k	69.95	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$3.7M		11k	331.43	View chart
Carpenter Technology Corporation (CRS)	0.0	$3.6M	-24%	5.9k	616.85	View chart
Willis Towers Watson SHS (WTW)	0.0	$3.6M		14k	261.38	View chart
Exxon Mobil Corporation (XOM)	0.0	$3.6M		26k	136.72	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$3.6M		22k	164.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$3.5M	+261%	30k	119.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$3.3M	-7%	65k	50.57	View chart
Eli Lilly & Co. (LLY)	0.0	$3.2M		2.7k	1199.39	View chart
Wal-Mart Stores (WMT)	0.0	$3.2M	+10%	28k	113.26	View chart
Trane Technologies SHS (TT)	0.0	$3.2M		6.5k	491.16	View chart
Johnson & Johnson (JNJ)	0.0	$3.1M	+2%	12k	253.98	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$3.1M	-8%	50k	62.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$3.1M	+21%	35k	89.20	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$3.1M	+6%	30k	103.65	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$3.1M	-5%	64k	47.71	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$3.1M		7.2k	426.40	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$3.1M	-4%	32k	96.76	View chart
Ge Aerospace Com New (GE)	0.0	$3.0M	+3%	8.1k	373.73	View chart
Marsh & McLennan Companies (MRSH)	0.0	$3.0M	+46%	18k	166.67	View chart
Automatic Data Processing (ADP)	0.0	$3.0M	-7%	13k	223.96	View chart
DaVita (DVA)	0.0	$3.0M	-6%	13k	222.49	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$3.0M	+2%	24k	124.42	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$3.0M	-7%	25k	117.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$2.9M	+2%	100k	29.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$2.9M		18k	164.27	View chart
International Business Machines (IBM)	0.0	$2.9M	-5%	10k	281.21	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$2.9M	-5%	33k	90.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.9M	-6%	12k	242.99	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.9M	-2%	5.8k	501.36	View chart
Advanced Micro Devices (AMD)	0.0	$2.9M	+14%	5.0k	580.87	View chart
Otter Tail Corporation (OTTR)	0.0	$2.8M		32k	89.98	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$2.8M	+213%	55k	51.00	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$2.7M	+17%	57k	48.34	View chart
Nb Bancorp (NBBK)	0.0	$2.7M		127k	21.13	View chart
Visa Com Cl A (V)	0.0	$2.7M	+20%	7.8k	343.09	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$2.6M	-14%	17k	153.42	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$2.6M	-3%	17k	152.18	View chart
Servicenow (NOW)	0.0	$2.6M	+50%	26k	99.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$2.6M		82k	31.71	View chart
Ge Vernova (GEV)	0.0	$2.6M	+11%	2.2k	1174.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$2.5M		37k	68.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$2.5M	+5%	16k	158.03	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$2.5M	-12%	28k	90.79	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$2.5M	NEW	42k	59.71	View chart
Spotify Technology S A SHS (SPOT)	0.0	$2.5M		5.4k	459.13	View chart
Bank of America Corporation (BAC)	0.0	$2.4M		43k	56.98	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$2.4M		45k	54.03	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.0	$2.4M		59k	40.67	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$2.4M	-3%	9.8k	246.21	View chart
Abbott Laboratories (ABT)	0.0	$2.4M	+12%	26k	90.74	View chart
Mastercard Incorporated Cl A (MA)	0.0	$2.4M	+18%	4.6k	513.62	View chart
On Hldg Namen Akt A (ONON)	0.0	$2.3M	-2%	65k	35.42	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$2.3M	-54%	78k	28.97	View chart
MDU Resources (MDU)	0.0	$2.2M	-35%	106k	21.21	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$2.2M	+348%	25k	87.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$2.2M	-2%	26k	85.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$2.2M		29k	76.55	View chart
Lam Research Corp Com New (LRCX)	0.0	$2.2M		5.0k	433.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$2.2M	+92%	14k	156.95	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$2.2M	+81%	44k	49.78	View chart
Caterpillar (CAT)	0.0	$2.1M	+5%	2.0k	1064.90	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$2.1M	+4%	41k	52.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.1M		19k	109.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$2.1M		11k	197.60	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$2.1M		36k	58.98	View chart
Rbc Cad (RY)	0.0	$2.1M	-14%	10k	206.97	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.0	$2.1M	-13%	43k	48.13	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$2.1M	-2%	44k	46.59	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$2.0M	NEW	25k	82.62	View chart
Goldman Sachs (GS)	0.0	$2.0M	+2%	2.0k	1011.37	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$2.0M		22k	91.85	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$2.0M		22k	88.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$2.0M		37k	52.76	View chart
Amgen (AMGN)	0.0	$1.9M	+23%	5.3k	362.11	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$1.9M	-4%	97k	19.54	View chart
Clearpoint Neuro (CLPT)	0.0	$1.9M		105k	17.84	View chart

Past Filings by Financial Engines Advisors

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

Financial Engines Advisors 2026 Q2 filed Aug. 14, 2026
Financial Engines Advisors 2026 Q1 filed May 14, 2026
Financial Engines Advisors 2025 Q4 filed Feb. 12, 2026
Financial Engines Advisors 2025 Q3 filed Nov. 17, 2025
Financial Engines Advisors 2025 Q2 filed Aug. 14, 2025
Financial Engines Advisors 2025 Q1 filed May 12, 2025
Financial Engines Advisors 2024 Q4 filed Feb. 12, 2025
Financial Engines Advisors 2024 Q3 filed Nov. 12, 2024
Financial Engines Advisors 2024 Q1 filed May 13, 2024
Financial Engines Advisors 2023 Q3 filed Nov. 13, 2023
Financial Engines Advisors 2023 Q2 filed Aug. 11, 2023
Financial Engines Advisors 2023 Q1 filed May 12, 2023
Financial Engines Advisors 2022 Q4 filed Feb. 14, 2023
Financial Engines Advisors 2022 Q3 filed Nov. 10, 2022
Financial Engines Advisors 2022 Q2 filed Aug. 11, 2022
Financial Engines Advisors 2022 Q1 filed May 12, 2022

View all past filings

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