Financial Engines Advisors L.L.C.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Financial Engines Advisors L.L.C. reported 517 stock positions worth $50.1 billion. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 8.5% of the portfolio, followed by SS SPDR P Mort Back Bond ETF (SPMB, 8.1%) and Schwab Intl Equity ETF (SCHF, 7.1%). Compared with Q1 2025, it opened 104 new positions, sold out of 16, added to 241 and reduced 155. The biggest buy was SS SPDR S&P Kensho Ne Comp (KOMP, shares +3%) and the biggest sale iShares 5-10Y Inv Grade (IGIB, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001420473
- Portfolio Value
- $50.1B (Q2 2025)
- SEC Filing
- 0001214659-25-012011 ↗ filed Aug 14, 2025
Holdings Value
Holdings 517 stocks · $50.1B
| SPYV SS SPDR P S&P 500 Value ETF | 8.47% | 81,086,542 | $4.2B | Add +2.9% |
| SPMB SS SPDR P Mort Back Bond ETF | 8.13% | 184,335,955 | $4.1B | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 7.06% | 159,968,464 | $3.5B | Reduce -6.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.35% | 7,251,506 | $3.2B | Reduce -0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 6.12% | 57,546,907 | $3.1B | Reduce -0.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.83% | 59,746,614 | $2.4B | Reduce -8.4% |
| XT Ishar Fture Exp Tech ETF-Usd | 4.51% | 34,614,440 | $2.3B | Add +0.9% |
| KOMP SS SPDR S&P Kensho Ne Comp | 3.72% | 34,307,606 | $1.9B | Add +3.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.66% | 19,237,014 | $1.8B | Reduce -2.3% |
| IWD iShares Russell 1000 Value E | 3.40% | 8,758,071 | $1.7B | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 3.38% | 60,352,324 | $1.7B | Add +2.7% |
| SCHV Schwab US Large-Cap Value | 2.90% | 52,594,431 | $1.5B | Reduce -1.2% |
| SCHK Schwab 1000 Index ETF | 2.77% | 46,607,159 | $1.4B | Reduce -0.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.63% | 49,616,991 | $1.3B | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 2.39% | 24,203,666 | $1.2B | Reduce -0.1% |
| SCHH Schwab US REIT ETF | 2.34% | 55,517,741 | $1.2B | Add +2.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.33% | 10,653,146 | $1.2B | Reduce -0.2% |
| SCHG Schwab US Large-Cap Growth | 2.23% | 38,175,151 | $1.1B | Reduce -0.0% |
| IJR iShares Core S&P Small-Cap E | 2.11% | 9,656,104 | $1.1B | Add +10.7% |
| SPTI SS SPDR P Int Term TSY ETF | 2.05% | 35,638,404 | $1.0B | Reduce -0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.03% | 23,832,103 | $1.0B | Add +5.7% |
| SPEM State Street SP PTF Em ETF | 1.53% | 17,957,512 | $767.5M | Reduce -3.4% |
| IAGG iShares Intl Aggregate Bond | 1.48% | 14,547,159 | $743.2M | Add +0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.06% | 17,603,682 | $530.6M | Reduce -3.0% |
| IJH iShares Core S&P Midcap ETF | 1.05% | 8,493,316 | $526.8M | Add +4.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.95% | 4,017,315 | $478.4M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.72% | 4,991,489 | $362.8M | Add +0.3% |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.67% | 5,953,357 | $337.2M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.58% | 3,285,391 | $292.6M | Add +0.7% |
| TECB iShares US Tech Breakthrough | 0.50% | 4,354,879 | $249.8M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 2,859,952 | $227.4M | Reduce -4.7% |
| EFA iShares MSCI Eafe ETF | 0.31% | 1,718,617 | $153.6M | Add +16.8% |
| IVV iShares Core S&P 500 ETF | 0.29% | 231,813 | $143.9M | Add +1321.4% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 5,484,059 | $138.7M | Add +7.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.25% | 1,393,410 | $126.8M | Add +4.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.24% | 1,368,507 | $118.9M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 384,113 | $116.7M | Add +14.0% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.23% | 1,307,624 | $116.1M | Add +3.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.23% | 4,903,010 | $113.9M | Reduce -0.8% |
| DFAC Dimensional US Core Equity 2 | 0.23% | 3,147,537 | $112.8M | Add +2.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.22% | 1,374,933 | $109.7M | Add +5.1% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 1,287,112 | $102.2M | Reduce -0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 693,811 | $85.7M | Add +3.2% |
| IWO iShares Russell 2000 Growth | 0.16% | 286,203 | $81.8M | Add +4.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.14% | 837,417 | $70.4M | Reduce -12.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.14% | 1,491,066 | $69.1M | Reduce -6.5% |
| BND Vanguard Total Bond Market | 0.14% | 936,083 | $68.9M | Add +2.1% |
| VCRB Vanguard Core Bond ETF | 0.13% | 825,903 | $64.1M | Add +3.6% |
| MUB iShares National Muni Bond E | 0.12% | 579,963 | $60.6M | Add +1.0% |
| MSFT Microsoft Corp. | 0.11% | 106,284 | $52.9M | Reduce -19.2% |
| IVE iShares S&P 500 Value ETF | 0.09% | 237,561 | $46.4M | Reduce -18.6% |
| SPHD Invesco S&P 500 High Dividen | 0.09% | 953,740 | $45.4M | Reduce -2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 255,944 | $45.2M | Add +38.2% |
| LVHD Franklin U.S. Low Volatility | 0.08% | 1,058,819 | $42.2M | Reduce -5.7% |
| AVLV Avantis US Large Cap Value | 0.08% | 611,107 | $41.7M | Add +3.4% |
| AAPL Apple Inc. | 0.08% | 195,497 | $40.1M | Add +16.8% |
| DFAX Dimensional World Ex US Core | 0.08% | 1,338,253 | $39.3M | Reduce -27.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 790,561 | $38.8M | Reduce -4.8% |
| AGG iShares Core U.S. Aggregate | 0.07% | 370,441 | $36.7M | Add +121.5% |
| NVDA Nvidia Corp. | 0.07% | 215,942 | $34.1M | Add +132.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.06% | 728,219 | $32.5M | Reduce -0.8% |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 529,888 | $32.4M | Add +30.1% |
| DFIC Dimensional International Co. | 0.06% | 1,039,916 | $32.3M | Reduce -27.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.06% | 660,310 | $31.6M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 54,076 | $29.8M | Add +113.0% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 251,213 | $27.7M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 0.05% | 125,311 | $27.5M | Add +34.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 323,646 | $27.0M | Reduce -12.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 41,385 | $25.6M | Add +17.4% |
| BIV Vanguard Intermediate-Term B | 0.05% | 297,459 | $23.0M | Reduce -26.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 93,286 | $22.1M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.04% | 121,298 | $21.4M | Add +8.3% |
| IUSV iShares Core S&P U.S. Value | 0.04% | 206,385 | $19.5M | Add +39.1% |
| DFAT Dimensional US Target Value | 0.04% | 338,895 | $18.3M | Reduce -13.9% |
| DFUV Dimensional US Marketwide Va | 0.04% | 414,802 | $17.5M | Reduce -34.7% |
| META Meta Platforms Inc. Class A | 0.03% | 23,576 | $17.4M | Add +11.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.03% | 148,023 | $16.3M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 57,808 | $16.2M | Add +117.7% |
| ABBV Abbvie Inc. | 0.03% | 86,545 | $16.1M | Add +5.5% |
| TLH iShares 10-20 Year Treasury | 0.03% | 154,237 | $15.7M | Add +2.8% |
| DFEM Dimensional Emrg MRKT Core | 0.03% | 524,097 | $15.6M | Add +16.1% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 192,693 | $15.2M | Reduce -26.4% |
| SCHP Schwab U.S. Tips ETF | 0.03% | 566,403 | $15.1M | Add +0.5% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 160,173 | $14.6M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.03% | 34,061 | $14.5M | Add +10.5% |
| ODFL Old Dominion Freight Line | 0.03% | 88,736 | $14.4M | Reduce -2.1% |
| BA The Boeing Co. | 0.03% | 67,446 | $14.1M | Add +14.7% |
| SPBO SS SPDR P Corp. Bond ETF | 0.03% | 483,093 | $14.1M | Add +1.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 49,111 | $14.0M | Reduce -15.2% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 241,780 | $13.8M | Reduce -24.9% |
| IEMG iShares Core MSCI Emerging | 0.03% | 227,604 | $13.7M | Add +0.4% |
| ICSH iShares Ultra Short Duration | 0.03% | 258,528 | $13.1M | Add +251.9% |
| GOOG Alphabet Inc. Class C | 0.03% | 73,484 | $13.0M | Add +24.1% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 141,238 | $12.6M | Reduce -13.3% |
| TSLA Tesla Inc. | 0.03% | 39,393 | $12.5M | Add +34.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 25,225 | $12.3M | Add +85.7% |
| MBB iShares MBS ETF | 0.02% | 120,582 | $11.3M | Add +46.9% |
| VOO Vanguard S&P 500 ETF | 0.02% | 19,805 | $11.2M | Reduce -27.7% |
| DFAI Dimensional International Co. | 0.02% | 301,872 | $10.4M | Add +467.0% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 146,566 | $9.8M | Add +34.8% |
Portfolio Sells Q1 2025 → Q2 2025
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.0% | 6.12% | −0.36 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.4% | 4.83% | −0.26 |
| SCHF Schwab Intl Equity ETF | Reduce -6.1% | 7.06% | −0.17 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.2% | 2.33% | −0.16 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -0.3% | 2.05% | −0.15 |
| IWD iShares Russell 1000 Value E | Reduce -0.0% | 3.40% | −0.14 |
| SCHV Schwab US Large-Cap Value | Reduce -1.2% | 2.90% | −0.13 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.0% | 0.95% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.7% | 0.45% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -3.4% | 1.53% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -18.6% | 0.09% | −0.03 |
| DFAX Dimensional World Ex US Core | Reduce -27.0% | 0.08% | −0.02 |
| DFUV Dimensional US Marketwide Va | Reduce -34.7% | 0.04% | −0.02 |
| DFIC Dimensional International Co. | Reduce -27.3% | 0.06% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -6.5% | 0.14% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -26.0% | 0.05% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -12.1% | 0.14% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -54.2% | 0.01% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.8% | 0.23% | −0.02 |
| SPHD Invesco S&P 500 High Dividen | Reduce -2.7% | 0.09% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -3.0% | 1.06% | −0.01 |
| LVHD Franklin U.S. Low Volatility | Reduce -5.7% | 0.08% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -26.4% | 0.03% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -43.9% | 0.01% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.8% | 0.08% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -62.3% | 0.00% | −0.01 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -0.3% | 0.20% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -27.7% | 0.02% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -24.9% | 0.03% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -13.9% | 0.04% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -31.0% | 0.01% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.5% | 0.05% | −0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -0.8% | 0.06% | −0.01 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.3% | 0.06% | −0.00 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.00 |
| DFIV Dimensional International Va | Reduce -45.5% | 0.01% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -15.2% | 0.03% | −0.00 |
| DFNM Dimensional National Muni BD | Reduce -50.0% | 0.00% | −0.00 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -13.1% | 0.02% | −0.00 |
| GRNB Vaneck Green Bond ETF | Reduce -34.8% | 0.01% | −0.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -46.5% | 0.00% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Reduce -10.2% | 0.02% | −0.00 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -22.8% | 0.01% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -13.3% | 0.03% | −0.00 |
| ODFL Old Dominion Freight Line | Reduce -2.1% | 0.03% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -26.0% | 0.01% | −0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -12.6% | 0.01% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -22.6% | 0.01% | −0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -11.0% | 0.02% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| KOMP SS SPDR S&P Kensho Ne Comp | Add +3.2% | 3.72% | +0.41 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +0.9% | 4.51% | +0.27 |
| IVV iShares Core S&P 500 ETF | Add +1321.4% | 0.29% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +10.7% | 2.11% | +0.15 |
| SCHM Schwab US Mid Cap ETF | Add +2.7% | 3.38% | +0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +5.7% | 2.03% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +16.8% | 0.31% | +0.05 |
| NVDA Nvidia Corp. | Add +132.0% | 0.07% | +0.05 |
| TECB iShares US Tech Breakthrough | Add +0.8% | 0.50% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +121.5% | 0.07% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.0% | 0.23% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +113.0% | 0.06% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +4.3% | 1.05% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +30.1% | 0.06% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.3% | 0.72% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +38.2% | 0.09% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +7.6% | 0.28% | +0.02 |
| ICSH iShares Ultra Short Duration | Add +251.9% | 0.03% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +117.7% | 0.03% | +0.02 |
| DFAI Dimensional International Co. | Add +467.0% | 0.02% | +0.02 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +1200.0% | 0.02% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +2722.4% | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +34.1% | 0.05% | +0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.5% | 0.25% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +371.4% | 0.02% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +4.9% | 0.16% | +0.01 |
| MINT PIMCO Enhanced Short Maturit | New | 0.01% | +0.01 |
| DFSV Dimensional US Small Cap Val | Add +148.7% | 0.02% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +169.5% | 0.02% | +0.01 |
| TPL Texas Pacific Land Corp. | New | 0.01% | +0.01 |
| JPST JPMorgan Ultra-Short Income | New | 0.01% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +39.1% | 0.04% | +0.01 |
| VSAT Viasat Inc. | Add +196.4% | 0.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +85.7% | 0.02% | +0.01 |
| META Meta Platforms Inc. Class A | Add +11.8% | 0.03% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.4% | 0.05% | +0.01 |
| TSLA Tesla Inc. | Add +34.6% | 0.03% | +0.01 |
| YJUN FT Vest Int Eq Modt ETF-June | New | 0.01% | +0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +1.4% | 0.24% | +0.01 |
| DFAC Dimensional US Core Equity 2 | Add +2.0% | 0.23% | +0.01 |
| BA The Boeing Co. | Add +14.7% | 0.03% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +249.5% | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +24.1% | 0.03% | +0.01 |
| MBB iShares MBS ETF | Add +46.9% | 0.02% | +0.01 |
| CLPT Clearpoint Neuro Inc. | New | 0.01% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +3.2% | 0.23% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +8.3% | 0.04% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +34.8% | 0.02% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +16.1% | 0.03% | +0.01 |
| GBTC Grayscale Bitcoin Trust ETF | New | 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 |