account_balance

Investment manager · 13F filer · SEC CIK 1420473

Financial Engines Advisors L.l.c.

Reported value$56.3Bas of Jun 30, 2026
Positions552 43 new, 21 sold out
Top 10 weight56.2%SPYV alone is 9%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYV SPDR Series Trust 9.0% Held
SPMB SPDR Series Trust 7.8% Added +5%
SCHF Schwab Strategic Tr 7.3% Trimmed −3%
IGIB iShares Tr 6.5% Added +9%
VUG Vanguard Index FDS 5.9% Held
SPDW SPDR Index SHS FDS 4.7% Trimmed −7%
XT iShares Tr 4.3% Trimmed −9%
VWO Vanguard Intl Equity Index F 3.7% Added +43%
KOMP SPDR Series Trust 3.6% Trimmed −5%
SPYG SPDR Series Trust 3.5% Trimmed −6%
IWD iShares Tr 3.4% Held
SCHM Schwab Strategic Tr 3.4% Trimmed −9%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 14, 2026 filing
add_circleNew
  • BAI $3.76M
  • SHLD $2.48M
  • VOOG $2.03M
  • SGOV $966K
arrow_upwardAdded
  • VWO +43%
  • SCHG +15%
  • MDYG +13%
  • IGIB +9%
arrow_downwardTrimmed
  • SPEM −77%
  • TECB −10%
  • XT −9%
  • SPSM −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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