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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, VUG, SCHF, IGIB, and represent 36.12% of Financial Engines Advisors's stock portfolio.
Added to shares of these 10 stocks: IAGG (+$613M), IJH (+$431M), SPMB (+$197M), IGIB (+$182M), SPTL (+$149M), SPDW (+$109M), VWO (+$92M), SCHF (+$83M), SCHH (+$68M), SPEM (+$65M).
Started 79 new stock positions in ALL, AXP, IBTK, MS, ITM, VKQ, CVMC, IBTE, AVRE, USMV.
Reduced shares in these 10 stocks: IGOV (-$568M), VUG (-$403M), SCHG (-$133M), IWD (-$71M), SCHV (-$64M), VEA (-$43M), TECB (-$41M), SPYG (-$38M), SCHK (-$21M), XT (-$14M).
Sold out of its positions in AMAT, BMY, CSCO, CMCSA, DUK, Etf Managers Tr purefunds ise cy, Etf Managers Tr purefunds ise mo, EW, FUTY, IAS.
Financial Engines Advisors was a net buyer of stock by $1.1B.
Financial Engines Advisors has $44B in assets under management (AUM), dropping by 16.60%.
Central Index Key (CIK): 0001420473

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Portfolio Holdings for Financial Engines Advisors

Financial Engines Advisors holds 331 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	8.3	$3.7B		74M	50.10	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	8.2	$3.6B	+5%	167M	21.72	View chart
Vanguard Index Fds Growth Etf (VUG)	6.9	$3.1B	-11%	8.9M	344.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.8	$3.0B	+2%	77M	39.02	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	5.9	$2.6B	+7%	51M	51.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.8	$2.1B	+5%	60M	35.84	View chart
Ishares Tr Exponential Tech (XT)	4.5	$2.0B		33M	59.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.0	$1.8B	-3%	9.8M	179.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.9	$1.7B	+2%	21M	81.43	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	3.6	$1.6B	+3%	33M	48.08	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	3.6	$1.6B	-2%	22M	73.15	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.3	$1.4B	-4%	19M	75.98	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	2.8	$1.2B		24M	50.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.6	$1.2B		11M	108.92	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	2.5	$1.1B	+15%	39M	27.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.4	$1.1B	-11%	11M	92.72	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.3	$1.0B	+7%	51M	20.30	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.1	$928M	+4%	22M	43.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$898M	+11%	22M	41.77	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$869M	+4%	7.9M	110.52	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.9	$824M	+6%	29M	28.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$643M	+11%	18M	36.19	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$613M	NEW	12M	49.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$547M	+372%	9.0M	60.74	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.1	$503M	+2%	20M	25.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.1	$487M		4.2M	115.81	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.8	$345M	+2%	6.3M	54.58	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$307M		5.0M	61.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$299M		3.5M	86.48	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.6	$251M	-13%	5.2M	47.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$228M	-2%	2.9M	77.31	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.4	$156M	-2%	1.8M	87.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$142M	-6%	1.6M	91.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$133M		1.7M	79.86	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.3	$130M		1.7M	76.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$129M	-2%	2.6M	49.24	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$119M	-3%	1.4M	87.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$114M	-3%	2.5M	46.00	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$110M		1.3M	82.97	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$92M	-2%	779k	118.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$92M	-5%	354k	259.90	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$85M	-3%	314k	270.80	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$70M		992k	70.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$63M	+5%	866k	72.63	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$62M		1.4M	45.61	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$59M	+246%	1.9M	31.95	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$58M	+14%	543k	107.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$48M		1.1M	44.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$48M	-15%	258k	186.81	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$44M		1.2M	36.84	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$37M		793k	46.48	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$36M		761k	47.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$35M	-6%	693k	50.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$31M	-15%	415k	74.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$30M	-21%	353k	84.44	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$26M	NEW	250k	105.03	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$23M	-96%	589k	39.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$20M	+69%	792k	25.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$20M	+32%	201k	97.94	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$19M	-10%	176k	110.54	View chart
Microsoft Corporation (MSFT)	0.0	$19M	+15%	45k	420.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$18M	-4%	35k	524.64	View chart
Old Dominion Freight Line (ODFL)	0.0	$18M	+95%	81k	219.31	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$17M	+2886%	310k	54.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$17M		320k	52.16	View chart
Apple (AAPL)	0.0	$16M	+9%	93k	171.48	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$15M	NEW	564k	26.75	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$14M	+108%	478k	29.11	View chart
Abbvie (ABBV)	0.0	$14M	-9%	76k	182.10	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$14M	-6%	264k	51.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$14M	+4%	90k	150.93	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.0	$13M	+7%	266k	50.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$13M		82k	162.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$13M	-76%	259k	50.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$13M	NEW	508k	25.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$13M	NEW	499k	25.53	View chart
Bank of New York Mellon Corporation (BK)	0.0	$12M	-5%	212k	57.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$12M	+36%	153k	79.91	View chart
Amazon (AMZN)	0.0	$12M	+11%	65k	180.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$11M	-4%	25k	444.56	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.0	$11M	+221%	256k	43.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$11M	-34%	32k	337.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$11M	+35%	47k	228.59	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.0	$9.3M	NEW	390k	23.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$8.9M	NEW	280k	31.61	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$8.7M	NEW	375k	23.23	View chart
NVIDIA Corporation (NVDA)	0.0	$8.4M	+6%	9.3k	903.56	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$8.4M	NEW	369k	22.71	View chart
Meta Platforms Cl A (META)	0.0	$7.8M	+7%	16k	485.59	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$7.4M	NEW	334k	22.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$7.2M	+86%	34k	210.30	View chart
Boeing Company (BA)	0.0	$7.0M	+8%	36k	192.99	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.0	$7.0M	-35%	315k	22.24	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$6.6M	-13%	134k	49.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$6.6M	+115%	115k	56.98	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$6.5M	+7%	160k	40.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$6.4M	-20%	26k	249.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$6.4M	+255%	85k	75.40	View chart
Dbx Etf Tr Xtrckr Msci Us (USSG)	0.0	$6.4M	+24%	129k	49.36	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.0	$6.3M	NEW	232k	27.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$6.2M	+60%	274k	22.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$6.1M	NEW	228k	26.94	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$5.9M	+41%	255k	22.99	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$5.7M	+49%	142k	40.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$5.7M	+50%	37k	152.26	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$5.7M	-69%	174k	32.69	View chart
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)	0.0	$5.6M	NEW	96k	57.88	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$5.5M	+25%	59k	93.19	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$5.0M	-6%	9.0k	557.42	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$5.0M	NEW	56k	89.50	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.0	$5.0M	+26%	98k	50.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$5.0M	+15%	12k	420.54	View chart
Kinder Morgan (KMI)	0.0	$4.9M	+2%	267k	18.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$4.8M	-27%	9.2k	525.74	View chart
First Tr Exchange-traded Indxx Inovtv Etf (LEGR)	0.0	$4.8M	+54%	112k	42.95	View chart
Willis Towers Watson SHS (WTW)	0.0	$4.5M		16k	275.00	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$4.5M	NEW	96k	46.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$4.5M	+110%	53k	84.09	View chart
Tesla Motors (TSLA)	0.0	$4.3M	+14%	25k	175.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$4.2M	-44%	15k	288.03	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$4.2M	+34%	173k	24.48	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$4.2M	+54%	18k	235.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$4.2M	-12%	159k	26.09	View chart
Netflix (NFLX)	0.0	$3.9M	+7%	6.4k	607.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$3.9M	+6%	21k	182.61	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$3.8M	+44%	121k	31.36	View chart
Automatic Data Processing (ADP)	0.0	$3.7M	+74%	15k	250.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$3.6M	-2%	59k	62.06	View chart
Marsh & McLennan Companies (MMC)	0.0	$3.5M	+376%	17k	205.98	View chart
MDU Resources (MDU)	0.0	$3.5M	+336%	140k	25.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$3.4M	-32%	30k	114.14	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$3.4M	-19%	16k	208.27	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$3.3M	NEW	52k	64.11	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$3.2M	+161%	65k	49.05	View chart
Abbott Laboratories (ABT)	0.0	$3.2M		28k	113.66	View chart
Amplify Etf Tr Amplify Mobile P	0.0	$3.1M	NEW	60k	52.64	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$3.1M	+23%	96k	31.81	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$3.1M		23k	130.73	View chart
Vaneck Etf Trust Green Bond Etf (GRNB)	0.0	$3.0M	+36%	127k	23.73	View chart
salesforce (CRM)	0.0	$3.0M	+20%	9.8k	301.57	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$2.9M	+2%	28k	102.76	View chart
Ishares Bitcoin Tr SHS	0.0	$2.9M	NEW	71k	40.47	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$2.9M	+643%	49k	58.55	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.0	$2.8M	-21%	55k	50.98	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.0	$2.8M	+36%	99k	28.23	View chart
Olin Corp Com Par $1 (OLN)	0.0	$2.8M	+2%	47k	58.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$2.8M	+16%	11k	260.72	View chart
Schwab Strategic Tr Crypto Thematic (STCE)	0.0	$2.8M	-7%	69k	40.14	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$2.7M	-18%	52k	52.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$2.6M	+172%	5.5k	480.68	View chart
Qualcomm (QCOM)	0.0	$2.6M	NEW	16k	169.30	View chart
Home Depot (HD)	0.0	$2.5M	+19%	6.5k	383.62	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.0	$2.4M	NEW	111k	21.93	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$2.3M	NEW	51k	45.59	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$2.3M		63k	36.44	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$2.3M	+570%	24k	94.62	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$2.3M	+90%	88k	25.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.3M	+4%	25k	90.44	View chart
DaVita (DVA)	0.0	$2.2M		16k	138.05	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$2.0M	-5%	16k	125.33	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$2.0M	+220%	28k	72.33	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.9M	+28%	18k	104.73	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.0	$1.9M	-6%	65k	28.40	View chart
Costco Wholesale Corporation (COST)	0.0	$1.9M	+55%	2.5k	732.60	View chart
Trane Technologies SHS (TT)	0.0	$1.8M	NEW	6.0k	300.20	View chart
ViaSat (VSAT)	0.0	$1.8M	-17%	97k	18.09	View chart
UnitedHealth (UNH)	0.0	$1.7M	+30%	3.5k	494.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.7M	+47%	15k	115.30	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.7M	+46%	16k	110.21	View chart
JPMorgan Chase & Co. (JPM)	0.0	$1.7M	+41%	8.3k	200.30	View chart
Darden Restaurants (DRI)	0.0	$1.7M	+229%	9.9k	167.15	View chart
Chevron Corporation (CVX)	0.0	$1.6M	+6%	10k	157.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.6M	+49%	28k	58.06	View chart
O'reilly Automotive (ORLY)	0.0	$1.6M	+48%	1.4k	1128.59	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$1.5M		31k	48.77	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$1.5M	-23%	17k	87.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.5M	-12%	28k	54.40	View chart
Starbucks Corporation (SBUX)	0.0	$1.5M	+5%	16k	91.39	View chart
Rbc Cad (RY)	0.0	$1.4M	-20%	14k	100.88	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$1.4M	NEW	14k	100.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.4M	-6%	34k	41.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$1.4M	-6%	13k	107.41	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$1.3M	+3%	36k	35.80	View chart
Carpenter Technology Corporation (CRS)	0.0	$1.2M	+6%	17k	71.42	View chart
Johnson & Johnson (JNJ)	0.0	$1.2M	-7%	7.8k	158.18	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.2M	-16%	11k	116.24	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$1.2M	+14%	6.4k	191.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.2M	+117%	19k	61.05	View chart
Verizon Communications (VZ)	0.0	$1.2M	-7%	28k	41.96	View chart
Encana Corporation (OVV)	0.0	$1.2M	+41%	22k	51.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$1.1M	+5%	7.1k	155.91	View chart
Amgen (AMGN)	0.0	$1.1M	+11%	3.9k	284.31	View chart
Eli Lilly & Co. (LLY)	0.0	$1.1M	+36%	1.4k	777.90	View chart
Amcor Ord (AMCR)	0.0	$1.1M	-17%	116k	9.51	View chart
Allstate Corporation (ALL)	0.0	$1.1M	NEW	6.2k	173.93	View chart
Knife River Corp Common Stock (KNF)	0.0	$1.1M	+87%	13k	81.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$1.1M	NEW	17k	63.74	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$1.0M	-52%	19k	53.34	View chart
International Business Machines (IBM)	0.0	$993k	+3%	5.2k	190.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$991k	+3%	12k	80.63	View chart
Gra (GGG)	0.0	$987k	+4%	11k	93.46	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.0	$967k	NEW	45k	21.50	View chart
Vanguard World Financials Etf (VFH)	0.0	$946k	-64%	9.2k	102.39	View chart
Marriott Intl Cl A (MAR)	0.0	$946k	NEW	3.7k	252.40	View chart
Sonoco Products Company (SON)	0.0	$919k	-42%	16k	57.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$915k	+3%	15k	60.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$907k	NEW	16k	57.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$891k	-28%	12k	76.67	View chart
Intuit (INTU)	0.0	$891k	NEW	1.4k	650.06	View chart
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD)	0.0	$858k	+27%	61k	14.15	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$853k	-73%	6.8k	125.96	View chart
Hf Sinclair Corp (DINO)	0.0	$822k	+15%	14k	60.37	View chart
Visa Com Cl A (V)	0.0	$816k	+67%	2.9k	279.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$809k	+12%	6.7k	120.98	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$775k	+5%	8.3k	92.89	View chart
SYSCO Corporation (SYY)	0.0	$768k		9.5k	81.18	View chart
Nordstrom (JWN)	0.0	$756k	-8%	37k	20.27	View chart
Lockheed Martin Corporation (LMT)	0.0	$753k	+46%	1.7k	454.81	View chart
Procter & Gamble Company (PG)	0.0	$721k	+52%	4.4k	162.27	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$702k	NEW	17k	42.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$682k		3.6k	187.35	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$679k		16k	41.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$661k	-45%	2.8k	239.72	View chart
Oracle Corporation (ORCL)	0.0	$661k	NEW	5.3k	125.61	View chart
Morgan Stanley Com New (MS)	0.0	$659k	NEW	7.0k	94.15	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$652k	+69%	5.0k	131.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$636k	-16%	13k	48.21	View chart
Cintas Corporation (CTAS)	0.0	$630k	NEW	917.00	686.69	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$624k	NEW	6.8k	92.41	View chart
Merck & Co (MRK)	0.0	$624k	+53%	4.7k	132.37	View chart
Mastercard Incorporated Cl A (MA)	0.0	$623k	+10%	1.3k	481.43	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$614k	-13%	5.6k	110.12	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$612k	NEW	13k	46.51	View chart
H.B. Fuller Company (FUL)	0.0	$610k	-28%	7.7k	79.74	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.0	$603k	NEW	712.00	846.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$580k	+106%	9.6k	60.30	View chart
Trinity Industries (TRN)	0.0	$551k		20k	27.85	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$550k	NEW	5.1k	108.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$543k	NEW	5.7k	94.41	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$542k	+78%	11k	47.87	View chart
Broadcom (AVGO)	0.0	$534k	NEW	403.00	1324.98	View chart
Northrop Grumman Corporation (NOC)	0.0	$530k	+61%	1.1k	478.63	View chart
Wells Fargo & Company (WFC)	0.0	$526k	+5%	9.1k	57.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$509k	+52%	1.3k	398.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$503k	NEW	8.7k	58.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$498k	+3%	17k	30.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$498k	-16%	14k	35.19	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$497k		14k	35.61	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.0	$481k	NEW	25k	19.42	View chart
Ford Motor Company (F)	0.0	$481k	+29%	36k	13.28	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.0	$475k	NEW	8.3k	56.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$473k	-17%	19k	24.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$469k	-4%	894.00	524.50	View chart
DNP Select Income Fund (DNP)	0.0	$463k	+9%	51k	9.13	View chart
Rollins (ROL)	0.0	$448k	NEW	9.7k	46.27	View chart
At&t (T)	0.0	$433k	-67%	25k	17.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$421k	+6%	1.7k	247.41	View chart
Associated Banc- (ASB)	0.0	$420k		20k	21.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$414k	-5%	2.4k	175.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$409k	NEW	4.4k	93.71	View chart
Ishares Tr Ibonds Dec (IBMM)	0.0	$400k	NEW	15k	25.95	View chart
Chipotle Mexican Grill (CMG)	0.0	$390k	+9%	134.00	2906.82	View chart
General Mills (GIS)	0.0	$385k	+24%	5.5k	69.97	View chart
Centene Corporation (CNC)	0.0	$382k	NEW	4.9k	78.48	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$381k	-84%	4.2k	91.79	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	0.0	$369k	-6%	4.2k	87.09	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$369k	-40%	4.5k	81.78	View chart
Discover Financial Services (DFS)	0.0	$366k	NEW	2.8k	131.09	View chart
Lowe's Companies (LOW)	0.0	$364k	-48%	1.4k	254.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$359k	-17%	6.2k	57.57	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$351k	NEW	6.0k	58.65	View chart
Nextera Energy (NEE)	0.0	$348k	-45%	5.4k	63.91	View chart
Thermo Fisher Scientific (TMO)	0.0	$347k	NEW	597.00	581.58	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$344k	NEW	8.7k	39.66	View chart
Deere & Company (DE)	0.0	$337k	+20%	818.00	412.12	View chart
Marathon Petroleum Corp (MPC)	0.0	$335k	NEW	1.7k	201.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$331k	+35%	1.6k	205.72	View chart
Wal-Mart Stores (WMT)	0.0	$330k	+314%	5.5k	60.36	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$330k	NEW	15k	22.67	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.0	$330k	NEW	16k	20.16	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$329k	NEW	14k	24.29	View chart
Penske Automotive (PAG)	0.0	$326k	NEW	2.0k	161.98	View chart
Fortune Brands (FBIN)	0.0	$317k	-41%	3.7k	84.67	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$316k	NEW	5.9k	53.81	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.0	$311k	+3%	6.7k	46.81	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$307k	+9%	2.8k	108.31	View chart
Perrigo SHS (PRGO)	0.0	$305k	+30%	9.5k	32.19	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.0	$303k	+3%	12k	24.60	View chart
Stryker Corporation (SYK)	0.0	$301k	NEW	840.00	358.64	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$299k	NEW	11k	26.46	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$298k	NEW	12k	25.35	View chart
General Electric Com New (GE)	0.0	$297k	-25%	1.7k	175.52	View chart
Intel Corporation (INTC)	0.0	$297k	-3%	6.7k	44.17	View chart
Lam Research Corporation (LRCX)	0.0	$296k	NEW	304.00	974.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$296k	+18%	2.6k	114.96	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$292k	+6%	7.3k	40.05	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$292k	NEW	3.2k	89.90	View chart
Parker-Hannifin Corporation (PH)	0.0	$291k	NEW	524.00	555.79	View chart
Ishares Msci World Etf (URTH)	0.0	$290k		2.0k	144.92	View chart
Adobe Systems Incorporated (ADBE)	0.0	$285k	+20%	565.00	504.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$281k	+3%	811.00	346.61	View chart
Caterpillar (CAT)	0.0	$280k	-16%	765.00	366.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$280k	-32%	2.3k	123.20	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$279k	-6%	4.4k	63.64	View chart
Intuitive Surgical Com New (ISRG)	0.0	$273k	NEW	685.00	399.09	View chart
Union Pacific Corporation (UNP)	0.0	$261k	-58%	1.1k	245.82	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$259k	NEW	3.9k	65.86	View chart
McDonald's Corporation (MCD)	0.0	$258k	-23%	914.00	281.95	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$250k	NEW	3.8k	65.65	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$249k	NEW	2.4k	103.79	View chart
Southern Company (SO)	0.0	$249k	-36%	3.5k	71.75	View chart
Coca-Cola Company (KO)	0.0	$246k	-43%	4.0k	61.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$234k	NEW	2.9k	80.51	View chart
Arista Networks (ANET)	0.0	$234k	NEW	807.00	289.89	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$232k	NEW	21k	11.12	View chart
Danaher Corporation (DHR)	0.0	$232k	+4%	926.00	250.02	View chart
Raytheon Technologies Corp (RTX)	0.0	$231k	-58%	2.4k	97.53	View chart
Astec Industries (ASTE)	0.0	$229k	-8%	5.2k	43.71	View chart
Caci Intl Cl A (CACI)	0.0	$227k	NEW	600.00	378.83	View chart
Vanguard World Energy Etf (VDE)	0.0	$224k	NEW	1.7k	131.72	View chart
Bank of America Corporation (BAC)	0.0	$218k	-28%	5.8k	37.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$218k	NEW	2.6k	83.58	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$215k	-34%	717.00	300.14	View chart
Anthem (ELV)	0.0	$214k	NEW	414.00	517.93	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$214k	NEW	5.6k	38.47	View chart
Coursera (COUR)	0.0	$213k		15k	14.02	View chart
American Express Company (AXP)	0.0	$204k	NEW	895.00	227.69	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$137k	NEW	11k	12.21	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$97k	NEW	10k	9.70	View chart
Invesco Advantage Mun Income Sh Ben Int (VKI)	0.0	$91k	NEW	11k	8.50	View chart
Tellurian (TELL)	0.0	$14k	NEW	21k	0.66	View chart

Past Filings by Financial Engines Advisors

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

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
Financial Engines Advisors 2021 Q4 filed Feb. 10, 2022
Financial Engines Advisors 2021 Q3 filed Nov. 12, 2021
Financial Engines Advisors 2021 Q2 filed Aug. 12, 2021
Financial Engines Advisors 2021 Q1 restated filed May 12, 2021
Financial Engines Advisors 2021 Q1 filed May 12, 2021
Financial Engines Advisors 2020 Q4 filed Feb. 11, 2021
Financial Engines Advisors 2020 Q3 filed Nov. 12, 2020
Financial Engines Advisors 2020 Q2 filed Aug. 13, 2020

View all past filings

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