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Financial Engines Advisors L.L.C.

hedge fundUpdated 27 days ago

Managed by Financial Engines Advisors L.L.C. • Latest filing Q2 2026

Portfolio value
$56.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
9.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$37.7B
Q2 2023$39.4B
Q3 2023$38.1B
Q4 2023$42.4B
Q1 2024$44.4B
Q2 2024$45B
Q3 2024$47.9B
Q4 2024$47.5B
Q1 2025$46.6B
Q2 2025$50.1B
Q3 2025$52.4B
Q4 2025$52.8B
Q1 2026$49.2B
Q2 2026$56.3B

Top holdings

552 positions as of Q2 2026

View filing
S

SPDR SERIES TRUST

Value
$5B
Shares
82.94M
% Port
8.95%
S

SPDR SERIES TRUST

Value
$4.4B
Shares
196.88M
% Port
7.80%
S

SCHWAB STRATEGIC TR

Value
$4.1B
Shares
147.70M
% Port
7.27%
E

ISHARES TR

Value
$3.7B
Shares
69.31M
% Port
6.54%
V

VANGUARD INDEX FDS

Value
$3.3B
Shares
38.88M
% Port
5.95%
S

SPDR INDEX SHS FDS

Value
$2.6B
Shares
52.02M
% Port
4.65%
?
7.N/A

ISHARES TR

Value
$2.4B
Shares
29.47M
% Port
4.32%
V

VANGUARD INTL EQUITY INDEX F

Value
$2.1B
Shares
34.71M
% Port
3.68%
S

SPDR SERIES TRUST

Value
$2B
Shares
28.22M
% Port
3.58%
S

SPDR SERIES TRUST

Value
$1.9B
Shares
16.36M
% Port
3.46%
E
11.ETHA

ISHARES TR

Value
$1.9B
Shares
7.90M
% Port
3.40%
S

SCHWAB STRATEGIC TR

Value
$1.9B
Shares
51.77M
% Port
3.39%
S

SCHWAB STRATEGIC TR

Value
$1.6B
Shares
46.50M
% Port
2.87%
S

SPDR SERIES TRUST

Value
$1.5B
Shares
59.02M
% Port
2.75%
?
15.N/A

SCHWAB STRATEGIC TR

Value
$1.5B
Shares
41.92M
% Port
2.68%
S

SCHWAB STRATEGIC TR

Value
$1.4B
Shares
59.84M
% Port
2.52%
S

SPDR SERIES TRUST

Value
$1.4B
Shares
48.15M
% Port
2.43%
S

SCHWAB STRATEGIC TR

Value
$1.3B
Shares
39.21M
% Port
2.36%
B
19.BLK

ISHARES TR

Value
$1.2B
Shares
11.42M
% Port
2.21%
E
20.ETHA

ISHARES TR

Value
$1.1B
Shares
7.37M
% Port
1.94%

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