Financial Engines Advisors as of Dec. 31, 2017
Portfolio Holdings for Financial Engines Advisors
Financial Engines Advisors holds 217 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 33.3 | $1.2B | 34M | 34.07 | |
Schwab Strategic Tr cmn (SCHV) | 19.6 | $684M | 13M | 54.67 | |
Schwab U S Large Cap Growth ETF (SCHG) | 18.7 | $651M | 9.2M | 70.72 | |
Schwab Strategic Tr us reit etf (SCHH) | 5.9 | $205M | 4.9M | 41.61 | |
Sch Us Mid-cap Etf etf (SCHM) | 5.7 | $199M | 464k | 428.15 | |
Schwab Emerging Markets Equity ETF (SCHE) | 2.9 | $101M | 3.6M | 27.94 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 2.6 | $91M | 721k | 125.73 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 1.9 | $67M | 1.3M | 52.04 | |
SPDR DJ Wilshire Small Cap Growth (SLYG) | 1.8 | $62M | 274k | 227.39 | |
Powershares Senior Loan Portfo mf | 1.4 | $47M | 2.1M | 23.04 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.7 | $24M | 470k | 50.03 | |
Schwab U S Small Cap ETF (SCHA) | 0.6 | $21M | 303k | 69.74 | |
Dominion Resources (D) | 0.6 | $19M | 238k | 81.06 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.5 | $18M | 362k | 48.97 | |
Abbvie (ABBV) | 0.5 | $17M | 175k | 96.71 | |
PowerShares Hgh Yield Corporate Bnd | 0.3 | $11M | 601k | 18.75 | |
Old Dominion Freight Line (ODFL) | 0.3 | $9.7M | 74k | 131.55 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $9.5M | 176k | 53.86 | |
Aon | 0.2 | $7.4M | 55k | 134.00 | |
Abbott Laboratories (ABT) | 0.2 | $7.1M | 124k | 57.07 | |
Alaska Air (ALK) | 0.2 | $6.2M | 85k | 73.51 | |
Kinder Morgan (KMI) | 0.2 | $5.4M | 300k | 18.07 | |
Marathon Petroleum Corp (MPC) | 0.2 | $5.6M | 85k | 65.98 | |
Edwards Lifesciences (EW) | 0.1 | $5.3M | 47k | 112.71 | |
Fifth Third Ban (FITB) | 0.1 | $3.7M | 123k | 30.34 | |
Crane | 0.1 | $3.4M | 38k | 89.22 | |
Bemis Company | 0.1 | $3.2M | 66k | 47.79 | |
Nordstrom (JWN) | 0.1 | $2.8M | 58k | 47.38 | |
DaVita (DVA) | 0.1 | $2.8M | 39k | 72.26 | |
SPDR Barclays Capital Long Term Tr (SPTL) | 0.1 | $2.9M | 81k | 36.60 | |
Olin Corporation (OLN) | 0.1 | $2.5M | 71k | 35.58 | |
ViaSat (VSAT) | 0.1 | $1.9M | 26k | 74.83 | |
WGL Holdings | 0.1 | $2.0M | 24k | 85.86 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.1 | $1.9M | 40k | 47.91 | |
Equifax (EFX) | 0.1 | $1.9M | 16k | 117.92 | |
Great Plains Energy Incorporated | 0.1 | $1.6M | 49k | 32.23 | |
Kellogg Company (K) | 0.1 | $1.9M | 28k | 67.99 | |
Gra (GGG) | 0.1 | $1.9M | 42k | 45.23 | |
First American Financial (FAF) | 0.0 | $1.6M | 28k | 56.06 | |
Microsoft Corporation (MSFT) | 0.0 | $921k | 11k | 85.49 | |
Chevron Corporation (CVX) | 0.0 | $1.0M | 8.0k | 125.20 | |
Sonoco Products Company (SON) | 0.0 | $1.1M | 22k | 53.14 | |
Trinity Industries (TRN) | 0.0 | $1.1M | 30k | 37.46 | |
Via | 0.0 | $638k | 21k | 30.82 | |
Marathon Oil Corporation (MRO) | 0.0 | $532k | 31k | 16.93 | |
Tenne | 0.0 | $583k | 10k | 58.50 | |
Sun Life Financial (SLF) | 0.0 | $742k | 18k | 41.27 | |
Carpenter Technology Corporation (CRS) | 0.0 | $593k | 12k | 50.97 | |
Ethan Allen Interiors (ETD) | 0.0 | $294k | 10k | 28.61 | |
Procter & Gamble Company (PG) | 0.0 | $209k | 2.3k | 92.03 | |
FLIR Systems | 0.0 | $192k | 4.1k | 46.69 | |
Alliance Data Systems Corporation (BFH) | 0.0 | $391k | 1.5k | 253.24 | |
Delta Air Lines (DAL) | 0.0 | $290k | 5.2k | 56.04 | |
Titan International (TWI) | 0.0 | $421k | 33k | 12.86 | |
Astec Industries (ASTE) | 0.0 | $463k | 7.9k | 58.47 | |
H.B. Fuller Company (FUL) | 0.0 | $361k | 6.7k | 53.94 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $454k | 8.5k | 53.31 | |
Perrigo Company (PRGO) | 0.0 | $384k | 4.4k | 87.17 | |
Tailored Brands | 0.0 | $178k | 8.1k | 21.86 | |
Comcast Corporation (CMCSA) | 0.0 | $6.0k | 139.00 | 43.17 | |
BlackRock (BLK) | 0.0 | $2.0k | 4.00 | 500.00 | |
Goldman Sachs (GS) | 0.0 | $26k | 101.00 | 257.43 | |
MasterCard Incorporated (MA) | 0.0 | $15k | 100.00 | 150.00 | |
Charles Schwab Corporation (SCHW) | 0.0 | $2.0k | 30.00 | 66.67 | |
American Express Company (AXP) | 0.0 | $1.0k | 14.00 | 71.43 | |
PNC Financial Services (PNC) | 0.0 | $56k | 390.00 | 143.59 | |
MGIC Investment (MTG) | 0.0 | $2.0k | 139.00 | 14.39 | |
Discover Financial Services (DFS) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Ameriprise Financial (AMP) | 0.0 | $2.0k | 13.00 | 153.85 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.0k | 37.00 | 27.03 | |
Caterpillar (CAT) | 0.0 | $8.0k | 50.00 | 160.00 | |
Coca-Cola Company (KO) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Costco Wholesale Corporation (COST) | 0.0 | $1.0k | 6.00 | 166.67 | |
Devon Energy Corporation (DVN) | 0.0 | $8.0k | 194.00 | 41.24 | |
Ecolab (ECL) | 0.0 | $1.0k | 10.00 | 100.00 | |
FedEx Corporation (FDX) | 0.0 | $25k | 100.00 | 250.00 | |
McDonald's Corporation (MCD) | 0.0 | $35k | 202.00 | 173.27 | |
Monsanto Company | 0.0 | $13k | 109.00 | 119.27 | |
Home Depot (HD) | 0.0 | $2.0k | 12.00 | 166.67 | |
Johnson & Johnson (JNJ) | 0.0 | $19k | 136.00 | 139.71 | |
Pfizer (PFE) | 0.0 | $13k | 356.00 | 36.52 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $1.0k | 2.00 | 500.00 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $2.0k | 12.00 | 166.67 | |
Walt Disney Company (DIS) | 0.0 | $12k | 115.00 | 104.35 | |
CBS Corporation | 0.0 | $999.940000 | 17.00 | 58.82 | |
AES Corporation (AES) | 0.0 | $1.0k | 107.00 | 9.35 | |
General Electric Company | 0.0 | $13k | 771.00 | 16.86 | |
Bristol Myers Squibb (BMY) | 0.0 | $999.940000 | 17.00 | 58.82 | |
United Parcel Service (UPS) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Apache Corporation | 0.0 | $2.0k | 36.00 | 55.56 | |
Autodesk (ADSK) | 0.0 | $3.0k | 24.00 | 125.00 | |
Cisco Systems (CSCO) | 0.0 | $3.0k | 81.00 | 37.04 | |
Citrix Systems | 0.0 | $1.0k | 10.00 | 100.00 | |
Nucor Corporation (NUE) | 0.0 | $3.0k | 46.00 | 65.22 | |
Stanley Black & Decker (SWK) | 0.0 | $2.0k | 9.00 | 222.22 | |
W.W. Grainger (GWW) | 0.0 | $1.0k | 5.00 | 200.00 | |
Wells Fargo & Company (WFC) | 0.0 | $48k | 798.00 | 60.15 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $5.0k | 31.00 | 161.29 | |
Boeing Company (BA) | 0.0 | $6.0k | 19.00 | 315.79 | |
Akamai Technologies (AKAM) | 0.0 | $2.0k | 33.00 | 60.61 | |
Verizon Communications (VZ) | 0.0 | $8.0k | 151.00 | 52.98 | |
Regions Financial Corporation (RF) | 0.0 | $2.0k | 115.00 | 17.39 | |
Western Digital (WDC) | 0.0 | $2.0k | 23.00 | 86.96 | |
Hanesbrands (HBI) | 0.0 | $1.0k | 62.00 | 16.13 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $23k | 1.0k | 22.79 | |
Interpublic Group of Companies (IPG) | 0.0 | $104k | 5.2k | 20.17 | |
Rockwell Collins | 0.0 | $1.0k | 7.00 | 142.86 | |
CVS Caremark Corporation (CVS) | 0.0 | $999.940000 | 17.00 | 58.82 | |
Kroger (KR) | 0.0 | $21k | 766.00 | 27.42 | |
Thermo Fisher Scientific (TMO) | 0.0 | $2.0k | 8.00 | 250.00 | |
Red Hat | 0.0 | $2.0k | 15.00 | 133.33 | |
Fairfax Financial Holdings Lim (FRFHF) | 0.0 | $1.0k | 2.00 | 500.00 | |
Allstate Corporation (ALL) | 0.0 | $22k | 208.00 | 105.77 | |
Anadarko Petroleum Corporation | 0.0 | $3.0k | 47.00 | 63.83 | |
Apple (AAPL) | 0.0 | $75k | 444.00 | 168.92 | |
ConocoPhillips (COP) | 0.0 | $95k | 1.7k | 54.63 | |
eBay (EBAY) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Fluor Corporation (FLR) | 0.0 | $999.940000 | 17.00 | 58.82 | |
Halliburton Company (HAL) | 0.0 | $32k | 661.00 | 48.41 | |
Honeywell International (HON) | 0.0 | $4.0k | 23.00 | 173.91 | |
International Business Machines (IBM) | 0.0 | $77k | 504.00 | 152.78 | |
Liberty Media | 0.0 | $999.900000 | 30.00 | 33.33 | |
Merck & Co (MRK) | 0.0 | $2.0k | 44.00 | 45.45 | |
Philip Morris International (PM) | 0.0 | $21k | 200.00 | 105.00 | |
Praxair | 0.0 | $1.0k | 5.00 | 200.00 | |
Schlumberger (SLB) | 0.0 | $25k | 369.00 | 67.75 | |
Texas Instruments Incorporated (TXN) | 0.0 | $999.960000 | 13.00 | 76.92 | |
UnitedHealth (UNH) | 0.0 | $6.0k | 28.00 | 214.29 | |
Weyerhaeuser Company (WY) | 0.0 | $999.960000 | 39.00 | 25.64 | |
Qualcomm (QCOM) | 0.0 | $3.0k | 40.00 | 75.00 | |
Torchmark Corporation | 0.0 | $26k | 281.00 | 92.53 | |
Biogen Idec (BIIB) | 0.0 | $6.0k | 19.00 | 315.79 | |
Ford Motor Company (F) | 0.0 | $49k | 3.9k | 12.51 | |
Exelon Corporation (EXC) | 0.0 | $2.0k | 54.00 | 37.04 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $27k | 1.4k | 18.79 | |
Stericycle (SRCL) | 0.0 | $1.0k | 20.00 | 50.00 | |
Southern Company (SO) | 0.0 | $12k | 251.00 | 47.81 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Via | 0.0 | $11k | 323.00 | 34.06 | |
Visa (V) | 0.0 | $3.0k | 22.00 | 136.36 | |
AutoZone (AZO) | 0.0 | $1.0k | 2.00 | 500.00 | |
Service Corporation International (SCI) | 0.0 | $2.0k | 41.00 | 48.78 | |
GATX Corporation (GATX) | 0.0 | $1.0k | 11.00 | 90.91 | |
Applied Materials (AMAT) | 0.0 | $1.0k | 25.00 | 40.00 | |
Oracle Corporation (ORCL) | 0.0 | $24k | 510.00 | 47.06 | |
Pioneer Natural Resources | 0.0 | $3.0k | 16.00 | 187.50 | |
Bank of the Ozarks | 0.0 | $1.0k | 18.00 | 55.56 | |
Amazon (AMZN) | 0.0 | $46k | 40.00 | 1150.00 | |
Libbey | 0.0 | $137k | 18k | 7.54 | |
Invesco (IVZ) | 0.0 | $2.0k | 42.00 | 47.62 | |
Dolby Laboratories (DLB) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Enbridge (ENB) | 0.0 | $15k | 384.00 | 39.06 | |
Key (KEY) | 0.0 | $3.0k | 139.00 | 21.58 | |
Kulicke and Soffa Industries (KLIC) | 0.0 | $5.0k | 212.00 | 23.58 | |
Seagate Technology Com Stk | 0.0 | $2.0k | 39.00 | 51.28 | |
Chipotle Mexican Grill (CMG) | 0.0 | $1.0k | 2.00 | 500.00 | |
MetLife (MET) | 0.0 | $2.0k | 34.00 | 58.82 | |
Cimarex Energy | 0.0 | $9.0k | 72.00 | 125.00 | |
Alexion Pharmaceuticals | 0.0 | $999.990000 | 9.00 | 111.11 | |
Celgene Corporation | 0.0 | $13k | 120.00 | 108.33 | |
Cree | 0.0 | $1.0k | 24.00 | 41.67 | |
KLA-Tencor Corporation (KLAC) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Skyworks Solutions (SWKS) | 0.0 | $19k | 204.00 | 93.14 | |
Unilever (UL) | 0.0 | $2.0k | 44.00 | 45.45 | |
Gentex Corporation (GNTX) | 0.0 | $1.0k | 60.00 | 16.67 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $1.0k | 7.00 | 142.86 | |
TransDigm Group Incorporated (TDG) | 0.0 | $1.0k | 5.00 | 200.00 | |
VMware | 0.0 | $1.0k | 10.00 | 100.00 | |
Potlatch Corporation (PCH) | 0.0 | $85k | 1.7k | 50.12 | |
Teradyne (TER) | 0.0 | $2.0k | 50.00 | 40.00 | |
Navistar International Corporation | 0.0 | $79k | 1.8k | 42.73 | |
Suncor Energy (SU) | 0.0 | $3.0k | 70.00 | 42.86 | |
American International (AIG) | 0.0 | $54k | 910.00 | 59.34 | |
iShares Russell 3000 Index (IWV) | 0.0 | $6.0k | 40.00 | 150.00 | |
Oneok (OKE) | 0.0 | $138k | 2.6k | 53.47 | |
Signet Jewelers (SIG) | 0.0 | $1.0k | 11.00 | 90.91 | |
Dollar General (DG) | 0.0 | $9.0k | 100.00 | 90.00 | |
Titan Medical (TMD) | 0.0 | $11k | 36k | 0.30 | |
Pebblebrook Hotel Trust (PEB) | 0.0 | $999.920000 | 29.00 | 34.48 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $32k | 680.00 | 47.06 | |
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) | 0.0 | $1.0k | 50.00 | 20.00 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $155k | 1.5k | 102.99 | |
SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $123k | 793.00 | 155.11 | |
Te Connectivity Ltd for (TEL) | 0.0 | $3.0k | 30.00 | 100.00 | |
Citigroup (C) | 0.0 | $5.0k | 72.00 | 69.44 | |
Allison Transmission Hldngs I (ALSN) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Phillips 66 (PSX) | 0.0 | $90k | 886.00 | 101.58 | |
Facebook Inc cl a (META) | 0.0 | $60k | 343.00 | 174.93 | |
Duke Energy (DUK) | 0.0 | $22k | 260.00 | 84.62 | |
stock | 0.0 | $1.0k | 14.00 | 71.43 | |
Palo Alto Networks (PANW) | 0.0 | $1.0k | 8.00 | 125.00 | |
Realogy Hldgs (HOUS) | 0.0 | $2.0k | 86.00 | 23.26 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $2.0k | 23.00 | 86.96 | |
Murphy Usa (MUSA) | 0.0 | $2.0k | 21.00 | 95.24 | |
Sprouts Fmrs Mkt (SFM) | 0.0 | $2.0k | 64.00 | 31.25 | |
American Homes 4 Rent-a reit (AMH) | 0.0 | $2.0k | 108.00 | 18.52 | |
0.0 | $2.0k | 92.00 | 21.74 | ||
Voya Financial (VOYA) | 0.0 | $999.880000 | 28.00 | 35.71 | |
Pentair cs (PNR) | 0.0 | $1.0k | 8.00 | 125.00 | |
Weatherford Intl Plc ord | 0.0 | $1.0k | 247.00 | 4.05 | |
Ishares Tr core msci euro (IEUR) | 0.0 | $30k | 600.00 | 50.00 | |
Synchrony Financial (SYF) | 0.0 | $5.0k | 118.00 | 42.37 | |
Medtronic (MDT) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Mylan Nv | 0.0 | $2.0k | 47.00 | 42.55 | |
Allergan | 0.0 | $4.0k | 22.00 | 181.82 | |
Paypal Holdings (PYPL) | 0.0 | $1.0k | 20.00 | 50.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $15k | 14.00 | 1071.43 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $15k | 14.00 | 1071.43 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $1.0k | 14.00 | 71.43 | |
Onemain Holdings (OMF) | 0.0 | $2.0k | 59.00 | 33.90 | |
Broad | 0.0 | $3.0k | 13.00 | 230.77 | |
Dentsply Sirona (XRAY) | 0.0 | $999.970000 | 19.00 | 52.63 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $3.0k | 75.00 | 40.00 | |
Yum China Holdings (YUMC) | 0.0 | $999.950000 | 35.00 | 28.57 | |
L3 Technologies | 0.0 | $3.0k | 14.00 | 214.29 | |
Dowdupont | 0.0 | $20k | 284.00 | 70.42 | |
Cnx Resources Corporation (CNX) | 0.0 | $999.840000 | 48.00 | 20.83 |