Financial Engines Advisors L.L.C.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Financial Engines Advisors L.L.C. reported 429 stock positions worth $46.6 billion. Its top holding was SS SPDR P Mort Back Bond ETF (SPMB) at 8.7% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 8.6%) and Schwab Intl Equity ETF (SCHF, 7.2%). Compared with Q4 2024, it opened 22 new positions, sold out of 35, added to 124 and reduced 262. The biggest buy was SS SPDR P Mort Back Bond ETF (SPMB, shares +0%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001420473
- Portfolio Value
- $46.6B (Q1 2025)
- SEC Filing
- 0001214659-25-007384 ↗ filed May 12, 2025
Holdings Value
Holdings 429 stocks · $46.6B
| SPMB SS SPDR P Mort Back Bond ETF | 8.69% | 183,658,709 | $4.0B | Add +0.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 8.63% | 78,809,775 | $4.0B | Add +0.8% |
| SCHF Schwab Intl Equity ETF | 7.23% | 170,365,624 | $3.4B | Reduce -1.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 6.48% | 57,564,399 | $3.0B | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.81% | 7,299,386 | $2.7B | Reduce -3.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 5.09% | 65,209,436 | $2.4B | Reduce -2.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 4.24% | 34,305,434 | $2.0B | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 3.54% | 8,759,085 | $1.6B | Reduce -2.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.40% | 19,696,376 | $1.6B | Reduce -2.1% |
| KOMP SS SPDR S&P Kensho Ne Comp | 3.32% | 33,251,698 | $1.5B | Reduce -0.6% |
| SCHM Schwab US Mid Cap ETF | 3.30% | 58,765,352 | $1.5B | Reduce -1.1% |
| SCHV Schwab US Large-Cap Value | 3.04% | 53,252,688 | $1.4B | Reduce -3.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.81% | 48,006,634 | $1.3B | Add +2.8% |
| SCHK Schwab 1000 Index ETF | 2.71% | 46,971,859 | $1.3B | Reduce -1.6% |
| SCHH Schwab US REIT ETF | 2.50% | 54,164,614 | $1.2B | Add +0.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.49% | 10,673,053 | $1.2B | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 2.35% | 24,231,894 | $1.1B | Add +2.6% |
| SPTI SS SPDR P Int Term TSY ETF | 2.19% | 35,763,240 | $1.0B | Add +1.3% |
| SCHG Schwab US Large-Cap Growth | 2.05% | 38,186,941 | $956.2M | Reduce -4.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.97% | 22,557,955 | $919.5M | Add +2.0% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 8,726,309 | $912.5M | Add +4.2% |
| SPEM State Street SP PTF Em ETF | 1.57% | 18,595,619 | $732.1M | Reduce -0.3% |
| IAGG iShares Intl Aggregate Bond | 1.55% | 14,441,471 | $721.9M | Add +2.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.07% | 18,155,827 | $500.6M | Reduce -2.9% |
| IEI iShares 3-7 Year Treasury Bo | 1.04% | 4,101,526 | $484.5M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 1.02% | 8,142,411 | $475.1M | Reduce -1.7% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.71% | 5,942,237 | $329.9M | Reduce -0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.70% | 4,977,909 | $327.3M | Reduce -0.7% |
| VNQ Vanguard Real Estate ETF | 0.63% | 3,261,609 | $295.3M | Reduce -2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.51% | 3,000,826 | $236.9M | Reduce -3.5% |
| TECB iShares US Tech Breakthrough | 0.45% | 4,321,854 | $211.3M | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 0.26% | 1,471,280 | $120.2M | Reduce -6.1% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 5,098,334 | $119.5M | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.25% | 4,942,735 | $114.5M | Reduce -2.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 1,333,856 | $111.1M | Reduce -1.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.23% | 1,349,917 | $107.3M | Reduce -2.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.23% | 1,267,568 | $105.2M | Reduce -1.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.22% | 1,308,080 | $102.6M | Add +0.3% |
| DFAC Dimensional US Core Equity 2 | 0.22% | 3,084,328 | $101.8M | Reduce -5.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.21% | 1,290,872 | $99.5M | Reduce -3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 336,973 | $92.6M | Reduce -1.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 672,365 | $80.5M | Reduce -2.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.16% | 953,067 | $74.3M | Reduce -1.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.16% | 1,594,414 | $73.8M | Reduce -21.0% |
| IWO iShares Russell 2000 Growth | 0.15% | 272,735 | $69.7M | Add +1.9% |
| BND Vanguard Total Bond Market | 0.14% | 916,645 | $67.3M | Reduce -2.0% |
| VCRB Vanguard Core Bond ETF | 0.13% | 797,155 | $61.7M | Add +4.8% |
| MUB iShares National Muni Bond E | 0.13% | 574,406 | $60.6M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 0.12% | 291,920 | $55.6M | Reduce -5.8% |
| MSFT Microsoft Corp. | 0.11% | 131,586 | $49.4M | Reduce -0.2% |
| SPHD Invesco S&P 500 High Dividen | 0.11% | 980,599 | $49.3M | Reduce -1.5% |
| DFAX Dimensional World Ex US Core | 0.10% | 1,832,416 | $48.0M | Reduce -1.4% |
| LVHD Franklin U.S. Low Volatility | 0.10% | 1,122,760 | $46.0M | Reduce -0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.09% | 830,246 | $41.2M | Add +4.0% |
| DFIC Dimensional International Co. | 0.09% | 1,429,530 | $39.7M | Reduce -2.4% |
| AVLV Avantis US Large Cap Value | 0.08% | 591,062 | $38.5M | Add +5.1% |
| AAPL Apple Inc. | 0.08% | 167,436 | $37.2M | Add +7.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.07% | 734,069 | $33.1M | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 185,220 | $32.0M | Reduce -1.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.07% | 662,134 | $31.5M | Reduce -3.0% |
| BIV Vanguard Intermediate-Term B | 0.07% | 402,197 | $30.8M | Reduce -5.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 369,786 | $28.0M | Reduce -12.1% |
| DFUV Dimensional US Marketwide Va | 0.06% | 635,513 | $26.2M | Reduce -1.6% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 275,010 | $25.5M | Reduce -9.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 94,416 | $20.9M | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.04% | 261,640 | $20.5M | Reduce -2.3% |
| DFAT Dimensional US Target Value | 0.04% | 393,466 | $20.3M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 35,256 | $19.7M | Add +1.6% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 407,310 | $19.1M | Add +27.5% |
| AMZN Amazon.com Inc. | 0.04% | 93,411 | $17.8M | Reduce -8.3% |
| GOOGL Alphabet Inc. Class A | 0.04% | 112,038 | $17.3M | Reduce -4.1% |
| ABBV Abbvie Inc. | 0.04% | 82,030 | $17.2M | Add +5.3% |
| AGG iShares Core U.S. Aggregate | 0.04% | 167,236 | $16.5M | Reduce -8.7% |
| VEA Vanguard Ftse Developed ETF | 0.04% | 322,063 | $16.4M | Reduce -20.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.03% | 147,015 | $16.2M | Reduce -4.2% |
| TLH iShares 10-20 Year Treasury | 0.03% | 150,115 | $15.6M | Reduce -11.7% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 563,762 | $15.2M | Reduce -2.6% |
| ODFL Old Dominion Freight Line | 0.03% | 90,676 | $15.0M | Reduce -0.9% |
| VCIT Vanguard Int-Term Corporate | 0.03% | 183,037 | $15.0M | Reduce -28.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 57,908 | $14.9M | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 0.03% | 27,395 | $14.1M | Reduce -10.9% |
| SPBO SS SPDR P Corp. Bond ETF | 0.03% | 477,260 | $13.9M | Reduce -8.6% |
| IUSV iShares Core S&P U.S. Value | 0.03% | 148,377 | $13.7M | Add +101.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 159,826 | $13.4M | Reduce -11.1% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 162,987 | $13.3M | Reduce -0.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.03% | 129,205 | $12.6M | Reduce -3.1% |
| IEMG iShares Core MSCI Emerging | 0.03% | 226,698 | $12.2M | Reduce -16.3% |
| META Meta Platforms Inc. Class A | 0.03% | 21,092 | $12.2M | Reduce -3.0% |
| DFEM Dimensional Emrg MRKT Core | 0.03% | 451,519 | $11.9M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 25,388 | $11.9M | Reduce -1.4% |
| IWF iShares Russell 1000 Growth | 0.02% | 30,817 | $11.1M | Reduce -5.0% |
| NVDA Nvidia Corp. | 0.02% | 93,094 | $10.1M | Reduce -34.4% |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 211,319 | $10.0M | Add +4.8% |
| BA The Boeing Co. | 0.02% | 58,801 | $10.0M | Add +7.9% |
| GOOG Alphabet Inc. Class C | 0.02% | 59,231 | $9.3M | Reduce -3.7% |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 394,959 | $9.2M | Add +10.8% |
| IVV iShares Core S&P 500 ETF | 0.02% | 16,309 | $9.2M | Add +4.6% |
| BWX SS SPDR BB Intl Treasury BD | 0.02% | 409,923 | $9.0M | Reduce -23.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 382,780 | $8.8M | Add +5.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 374,772 | $8.4M | Add +10.7% |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.9% | 5.81% | −0.76 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.1% | 3.40% | −0.33 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.0% | 2.05% | −0.28 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -0.6% | 3.32% | −0.26 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.1% | 3.30% | −0.16 |
| SCHK Schwab 1000 Index ETF | Reduce -1.6% | 2.71% | −0.13 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -1.1% | 4.24% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.7% | 1.02% | −0.07 |
| TECB iShares US Tech Breakthrough | Reduce -3.5% | 0.45% | −0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -21.0% | 0.16% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.7% | 0.70% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -59.5% | 0.02% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -2.8% | 0.23% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.0% | 0.26% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.5% | 0.24% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -1.6% | 0.23% | −0.02 |
| VTC Vanguard Total Corporate BND | Reduce -88.8% | 0.00% | −0.02 |
| NVDA Nvidia Corp. | Reduce -34.4% | 0.02% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -5.0% | 0.22% | −0.02 |
| EDV Vanguard Extended Dur Treas | Reduce -81.5% | 0.00% | −0.02 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -3.7% | 0.21% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -68.5% | 0.01% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.11% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 0.20% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -28.0% | 0.03% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -50.5% | 0.01% | −0.01 |
| DFCF Dimensional Core Fixed Inc. | Reduce -84.2% | 0.00% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.6% | 0.05% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.1% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Reduce -2.4% | 0.02% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -8.3% | 0.04% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.6% | 0.17% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -69.2% | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.3% | 0.04% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -5.8% | 0.12% | −0.01 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -23.8% | 0.02% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 0.02% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -10.9% | 0.03% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.1% | 0.04% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -5.0% | 0.02% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.1% | 0.03% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -16.3% | 0.03% | −0.00 |
| IMTB iShares Core 5-10 Year Usd | Sold out | 0.00% | −0.00 |
| DFAT Dimensional US Target Value | Reduce -1.3% | 0.04% | −0.00 |
| AVUV Avantis US Small Cap Value | Reduce -24.3% | 0.01% | −0.00 |
| DFSV Dimensional US Small Cap Val | Reduce -22.3% | 0.01% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.5% | 0.51% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -24.2% | 0.01% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -6.5% | 0.02% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SPMB SS SPDR P Mort Back Bond ETF | Add +0.5% | 8.69% | +0.40 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.2% | 6.48% | +0.32 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +2.8% | 2.81% | +0.23 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.8% | 8.63% | +0.21 |
| VWO Vanguard Ftse Emerging Marke | Add +2.6% | 2.35% | +0.16 |
| SPTI SS SPDR P Int Term TSY ETF | Add +1.3% | 2.19% | +0.12 |
| SCHH Schwab US REIT ETF | Add +0.6% | 2.50% | +0.11 |
| IAGG iShares Intl Aggregate Bond | Add +2.1% | 1.55% | +0.06 |
| IUSV iShares Core S&P U.S. Value | Add +101.3% | 0.03% | +0.01 |
| VCRB Vanguard Core Bond ETF | Add +4.8% | 0.13% | +0.01 |
| MBB iShares MBS ETF | Add +130.4% | 0.02% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +1578.4% | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +5.3% | 0.04% | +0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Add +71.1% | 0.01% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +27.5% | 0.04% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.0% | 0.09% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | New | 0.00% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +5.1% | 0.08% | +0.00 |
| KNF Knife River Corp. | Add +263.5% | 0.00% | +0.00 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +70.3% | 0.01% | +0.00 |
| BBSC JPMorgan Betabuilders US SC | New | 0.00% | +0.00 |
| IBTF iShares Ibonds Dec 2025 Term | Add +10.8% | 0.02% | +0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Add +10.7% | 0.02% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +4.8% | 0.02% | +0.00 |
| ADP Automatic Data Processing | Add +15.9% | 0.01% | +0.00 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.00% | +0.00 |
| COST Costco Wholesale Corp. | Add +17.6% | 0.01% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +3.3% | 0.01% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +5.8% | 0.02% | +0.00 |
| PULS Pgim Ultra Short Bond ETF | New | 0.00% | +0.00 |
| GRNB Vaneck Green Bond ETF | Add +11.8% | 0.01% | +0.00 |
| BA The Boeing Co. | Add +7.9% | 0.02% | +0.00 |
| DFNM Dimensional National Muni BD | Add +18.1% | 0.01% | +0.00 |
| DFGR Dim Global Real Estate ETF | Add +0.9% | 0.02% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +3.2% | 0.02% | +0.00 |
| VCRM Vanguard Core Tax-Ex Bond | New | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | Add +12.3% | 0.00% | +0.00 |
| PAG Penske Automotive Group Inc. | Add +99.0% | 0.00% | +0.00 |
| SPIP SS SPDR P Tips ETF | Add +8.2% | 0.01% | +0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +2.6% | 0.01% | +0.00 |
| ECG Everus Construction Group | New | 0.00% | +0.00 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +30.9% | 0.00% | +0.00 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +15.8% | 0.00% | +0.00 |
| GLD SPDR Gold Shares | Add +29.6% | 0.00% | +0.00 |
| IBTL iShares Ibonds Dec 2031 Term | Add +48.7% | 0.00% | +0.00 |
| BBAG JPMorgan Betabuilders US Agg | New | 0.00% | +0.00 |
| EEMX State Street SPDR MSCI Emerg | Add +1.7% | 0.01% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +10.0% | 0.00% | +0.00 |
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 |