Financial Engines Advisors L.L.C.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Financial Engines Advisors L.L.C. reported 442 stock positions worth $47.5 billion. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 8.4% of the portfolio, followed by SS SPDR P Mort Back Bond ETF (SPMB, 8.3%) and Schwab Intl Equity ETF (SCHF, 6.7%). Compared with Q3 2024, it opened 80 new positions, sold out of 18, added to 249 and reduced 108. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +50%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001420473
- Portfolio Value
- $47.5B (Q4 2024)
- SEC Filing
- 0001214659-25-002426 ↗ filed Feb 12, 2025
Holdings Value
Holdings 442 stocks · $47.5B
| SPYV SS SPDR P S&P 500 Value ETF | 8.42% | 78,214,398 | $4.0B | Add +2.0% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.29% | 182,794,417 | $3.9B | Add +3.8% |
| SCHF Schwab Intl Equity ETF | 6.71% | 172,381,339 | $3.2B | Add +6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.56% | 7,597,192 | $3.1B | Reduce -5.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 6.16% | 56,858,114 | $2.9B | Add +4.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.79% | 66,743,946 | $2.3B | Add +7.8% |
| XT Ishar Fture Exp Tech ETF-Usd | 4.35% | 34,675,164 | $2.1B | Add +1.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.72% | 20,126,715 | $1.8B | Reduce -2.4% |
| KOMP SS SPDR S&P Kensho Ne Comp | 3.58% | 33,459,728 | $1.7B | Reduce -2.2% |
| IWD iShares Russell 1000 Value E | 3.51% | 9,013,079 | $1.7B | Reduce -3.5% |
| SCHM Schwab US Mid Cap ETF | 3.46% | 59,401,539 | $1.6B | Reduce -23.6% |
| SCHV Schwab US Large-Cap Value | 3.04% | 55,360,772 | $1.4B | Reduce -5.3% |
| SCHK Schwab 1000 Index ETF | 2.84% | 47,716,110 | $1.4B | Reduce -16.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.57% | 46,711,404 | $1.2B | Add +8.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.41% | 10,734,195 | $1.1B | Add +1.4% |
| SCHH Schwab US REIT ETF | 2.39% | 53,827,142 | $1.1B | Add +1.7% |
| SCHG Schwab US Large-Cap Growth | 2.33% | 39,788,567 | $1.1B | Reduce -11.6% |
| VWO Vanguard Ftse Emerging Marke | 2.19% | 23,607,147 | $1.0B | Add +3.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.09% | 22,118,929 | $993.6M | Reduce -0.4% |
| SPTI SS SPDR P Int Term TSY ETF | 2.07% | 35,301,181 | $984.2M | Add +3.9% |
| IJR iShares Core S&P Small-Cap E | 2.03% | 8,374,718 | $964.9M | Add +2.2% |
| SPEM State Street SP PTF Em ETF | 1.51% | 18,659,764 | $716.0M | Add +1.1% |
| IAGG iShares Intl Aggregate Bond | 1.49% | 14,137,022 | $705.7M | Add +4.5% |
| IJH iShares Core S&P Midcap ETF | 1.09% | 8,285,690 | $516.3M | Reduce -3.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.05% | 18,694,885 | $497.8M | Reduce -2.7% |
| IEI iShares 3-7 Year Treasury Bo | 1.01% | 4,167,159 | $481.5M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.73% | 5,014,392 | $345.7M | Add +0.4% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.64% | 5,957,775 | $304.5M | Reduce -1.6% |
| VNQ Vanguard Real Estate ETF | 0.63% | 3,347,662 | $298.2M | Reduce -1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.51% | 3,110,405 | $242.6M | Add +2.1% |
| TECB iShares US Tech Breakthrough | 0.50% | 4,480,387 | $238.3M | Reduce -4.8% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 5,099,991 | $131.9M | Reduce -2.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 1,354,321 | $123.1M | Reduce -5.0% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.25% | 1,388,327 | $120.6M | Reduce -3.2% |
| EFA iShares MSCI Eafe ETF | 0.25% | 1,567,411 | $118.5M | Reduce -0.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.24% | 1,288,717 | $116.4M | Reduce -2.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.24% | 5,070,153 | $115.1M | Add +0.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.24% | 1,304,439 | $113.8M | Reduce -4.8% |
| DFAC Dimensional US Core Equity 2 | 0.24% | 3,247,005 | $112.3M | Add +50.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.23% | 1,340,930 | $107.5M | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 343,677 | $99.6M | Reduce -0.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 2,017,172 | $91.5M | Add +41.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.18% | 690,371 | $86.3M | Reduce -5.7% |
| IWO iShares Russell 2000 Growth | 0.16% | 267,607 | $77.0M | Reduce -8.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.14% | 965,385 | $68.3M | Add +0.7% |
| BND Vanguard Total Bond Market | 0.14% | 935,552 | $67.3M | Add +5.1% |
| MUB iShares National Muni Bond E | 0.13% | 582,827 | $62.1M | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.12% | 309,790 | $59.1M | Add +9.9% |
| VCRB Vanguard Core Bond ETF | 0.12% | 760,341 | $57.6M | Add +6.6% |
| MSFT Microsoft Corp. | 0.12% | 131,808 | $55.6M | Add +71.3% |
| SPHD Invesco S&P 500 High Dividen | 0.10% | 995,260 | $48.1M | Reduce -2.1% |
| DFAX Dimensional World Ex US Core | 0.10% | 1,859,290 | $46.2M | Add +41.9% |
| LVHD Franklin U.S. Low Volatility | 0.09% | 1,123,232 | $43.1M | Reduce -1.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 797,994 | $40.0M | Reduce -1.4% |
| AAPL Apple Inc. | 0.08% | 155,747 | $39.0M | Add +39.5% |
| DFIC Dimensional International Co. | 0.08% | 1,464,523 | $37.9M | Add +74.8% |
| AVLV Avantis US Large Cap Value | 0.08% | 562,184 | $37.5M | Add +3.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.07% | 757,346 | $34.6M | Reduce -3.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.07% | 682,524 | $32.3M | Reduce -5.6% |
| BIV Vanguard Intermediate-Term B | 0.07% | 427,277 | $31.9M | Add +68.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 187,539 | $31.8M | Add +27.0% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 304,132 | $30.9M | Reduce -7.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 420,484 | $29.6M | Add +2.5% |
| DFUV Dimensional US Marketwide Va | 0.06% | 645,704 | $26.4M | Add +59.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 96,398 | $23.2M | Add +24.4% |
| AMZN Amazon.com Inc. | 0.05% | 101,913 | $22.4M | Add +45.8% |
| DFAT Dimensional US Target Value | 0.05% | 398,638 | $22.2M | Add +44.3% |
| GOOGL Alphabet Inc. Class A | 0.05% | 116,817 | $22.1M | Add +40.9% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 267,765 | $20.7M | Add +79.4% |
| VCIT Vanguard Int-Term Corporate | 0.04% | 254,174 | $20.4M | Add +162.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 34,714 | $20.3M | Reduce -3.8% |
| GOVT iShares US Treasury Bond ETF | 0.04% | 847,932 | $19.5M | Add +221.9% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 403,922 | $19.3M | Add +31.9% |
| NVDA Nvidia Corp. | 0.04% | 141,802 | $19.0M | Add +21.2% |
| AGG iShares Core U.S. Aggregate | 0.04% | 183,170 | $17.7M | Reduce -1.9% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 319,558 | $17.0M | Add +26.9% |
| TLH iShares 10-20 Year Treasury | 0.04% | 170,062 | $16.9M | Add +36.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.04% | 153,526 | $16.9M | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 0.03% | 30,744 | $16.6M | Add +77.2% |
| ODFL Old Dominion Freight Line | 0.03% | 91,487 | $16.1M | Add +23.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 56,865 | $15.3M | Add +91.3% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 579,115 | $15.0M | Reduce -5.6% |
| SPBO SS SPDR P Corp. Bond ETF | 0.03% | 522,155 | $15.0M | Reduce -1.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 133,382 | $14.5M | Add +61.7% |
| IEMG iShares Core MSCI Emerging | 0.03% | 270,876 | $14.1M | Add +8.2% |
| ABBV Abbvie Inc. | 0.03% | 77,875 | $13.8M | Reduce -0.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 179,855 | $13.8M | Reduce -8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 25,748 | $13.2M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 0.03% | 32,455 | $13.0M | Add +7.8% |
| META Meta Platforms Inc. Class A | 0.03% | 21,755 | $12.7M | Add +67.3% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 164,553 | $12.5M | Add +3.0% |
| TSLA Tesla Inc. | 0.03% | 29,979 | $12.1M | Add +8.0% |
| DFEM Dimensional Emrg MRKT Core | 0.03% | 455,308 | $11.9M | Add +44.4% |
| GOOG Alphabet Inc. Class C | 0.02% | 61,484 | $11.7M | Add +74.1% |
| BWX SS SPDR BB Intl Treasury BD | 0.02% | 538,158 | $11.5M | Add +4.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.02% | 232,475 | $10.5M | Add +263.5% |
| VTC Vanguard Total Corporate BND | 0.02% | 137,701 | $10.4M | New |
| BA The Boeing Co. | 0.02% | 54,504 | $9.6M | Add +23.6% |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 201,647 | $9.4M | Add +42.0% |
| IVV iShares Core S&P 500 ETF | 0.02% | 15,598 | $9.2M | Add +30.9% |
Portfolio Sells Q3 2024 → Q4 2024
| IWD iShares Russell 1000 Value E | Reduce -3.5% | 3.51% | −0.19 |
| SCHV Schwab US Large-Cap Value | Reduce -5.3% | 3.04% | −0.13 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -2.7% | 1.05% | −0.12 |
| NANR Sta STR SP S&P Nor An Res-Ui | Reduce -1.6% | 0.64% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -1.6% | 0.63% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.8% | 1.09% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.6% | 1.01% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -23.6% | 3.46% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 0.25% | −0.02 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.4% | 2.09% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -5.0% | 0.26% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -2.8% | 0.24% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -8.2% | 0.16% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -4.8% | 0.24% | −0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -3.2% | 0.25% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -5.7% | 0.18% | −0.01 |
| SPHD Invesco S&P 500 High Dividen | Reduce -2.1% | 0.10% | −0.01 |
| LVHD Franklin U.S. Low Volatility | Reduce -1.4% | 0.09% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.6% | 0.07% | −0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -3.5% | 0.23% | −0.00 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -3.5% | 0.07% | −0.00 |
| GNMA iShares Gnma Bond ETF | Reduce -15.6% | 0.02% | −0.00 |
| IGOV iShares International Treasu | Reduce -14.3% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Reduce -0.3% | 0.03% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.6% | 0.03% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 0.04% | −0.00 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.4% | 0.08% | −0.00 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.1% | 0.04% | −0.00 |
| TECB iShares US Tech Breakthrough | Reduce -4.8% | 0.50% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -25.5% | 0.00% | −0.00 |
| VSAT Viasat Inc. | Reduce -10.5% | 0.00% | −0.00 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.00 |
| DRI Darden Restaurants Inc. | Reduce -56.6% | 0.00% | −0.00 |
| DE Deere & Co. | Reduce -53.4% | 0.00% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -10.6% | 0.01% | −0.00 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -1.2% | 0.03% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Reduce -12.8% | 0.01% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.9% | 0.28% | −0.00 |
| MDU Mdu Resources Group Inc. | Reduce -18.0% | 0.00% | −0.00 |
| FREL Fidelity MSCI RL Est Indx | Reduce -5.1% | 0.01% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -12.5% | 0.01% | −0.00 |
| ITM Vaneck Intermediate Muni ETF | Sold out | 0.00% | −0.00 |
| IIPR Innovative Industrial Proper | Sold out | 0.00% | −0.00 |
| EEMX State Street SPDR MSCI Emerg | Reduce -2.9% | 0.01% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Reduce -20.6% | 0.00% | −0.00 |
| ASB Associated Banc-Corp. | Sold out | 0.00% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.8% | 0.07% | −0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.6% | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| DFAC Dimensional US Core Equity 2 | Add +50.2% | 0.24% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +4.4% | 6.16% | +0.06 |
| VMBS Vanguard Mortgage-Backed Sec | Add +41.0% | 0.19% | +0.05 |
| MSFT Microsoft Corp. | Add +71.3% | 0.12% | +0.05 |
| DFIC Dimensional International Co. | Add +74.8% | 0.08% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +2.2% | 2.03% | +0.03 |
| GOVT iShares US Treasury Bond ETF | Add +221.9% | 0.04% | +0.03 |
| AAPL Apple Inc. | Add +39.5% | 0.08% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +162.7% | 0.04% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +68.8% | 0.07% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.4% | 0.73% | +0.02 |
| DFAX Dimensional World Ex US Core | Add +41.9% | 0.10% | +0.02 |
| VTC Vanguard Total Corporate BND | New | 0.02% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +4.5% | 1.49% | +0.02 |
| DFUV Dimensional US Marketwide Va | Add +59.8% | 0.06% | +0.02 |
| AMZN Amazon.com Inc. | Add +45.8% | 0.05% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +79.4% | 0.04% | +0.02 |
| EDV Vanguard Extended Dur Treas | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +40.9% | 0.05% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +26.9% | 0.04% | +0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +91.3% | 0.03% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +263.5% | 0.02% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +77.2% | 0.03% | +0.02 |
| DFAT Dimensional US Target Value | Add +44.3% | 0.05% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +1030.4% | 0.02% | +0.01 |
| SCHR Schwab Intermediate-Term US | Add +298.8% | 0.02% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +27.0% | 0.07% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +74.1% | 0.02% | +0.01 |
| DFCF Dimensional Core Fixed Inc. | New | 0.01% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +61.7% | 0.03% | +0.01 |
| META Meta Platforms Inc. Class A | Add +67.3% | 0.03% | +0.01 |
| SPTI SS SPDR P Int Term TSY ETF | Add +3.9% | 2.07% | +0.01 |
| NVDA Nvidia Corp. | Add +21.2% | 0.04% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +972.8% | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +8.0% | 0.03% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +24.4% | 0.05% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +252.2% | 0.01% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +101.1% | 0.02% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +9.9% | 0.12% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +3.0% | 0.01% | +0.01 |
| TLH iShares 10-20 Year Treasury | Add +36.4% | 0.04% | +0.01 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +3.8% | 8.29% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +31.9% | 0.04% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +44.4% | 0.03% | +0.01 |
| BA The Boeing Co. | Add +23.6% | 0.02% | +0.01 |
| HD Home Depot Inc. | Add +102.3% | 0.01% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.1% | 0.51% | +0.01 |
| MBB iShares MBS ETF | Add +500.3% | 0.01% | +0.01 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +1.3% | 4.35% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +953.6% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 552 | $56.3B | SPYV, SPMB, SCHF, IGIB, VUG |
| Q1 2026 | 530 | $49.2B | SPYV, SPMB, SCHF, IGIB, SPDW |
| Q4 2025 | 539 | $52.8B | SPYV, SPMB, SCHF, IGIB, VUG |
| Q3 2025 | 539 | $52.4B | SPYV, SPMB, SCHF, VUG, IGIB |
| Q2 2025 | 517 | $50.1B | SPYV, SPMB, SCHF, VUG, IGIB |
| Q1 2025 | 429 | $46.6B | SPMB, SPYV, SCHF, IGIB, VUG |
| Q4 2024 | 442 | $47.5B | SPYV, SPMB, SCHF, VUG, IGIB |
| Q3 2024 | 380 | $47.9B | SPYV, SPMB, SCHF, VUG, IGIB |
| Q2 2024 | 348 | $45.0B | SPMB, SPYV, VUG, SCHF, IGIB |
| Q1 2024 | 331 | $44.4B | SPYV, SPMB, VUG, SCHF, IGIB |