2026 Q1 Portfolio Activity
In 2026 Q1, Financial Engines Advisors L.L.C. maintained a portfolio of 568 distinct positions. The most significant new addition was ISHARES INC, now representing 0.01% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 47.9%. The fund also reduced its exposure to SPDR INDEX SHS FDS by 23.0%.
Position History
hover any row below to update
Loading…
Total Positions
568
Quarter
2026 Q1
Top Holding
SPYV (9.4%)
Top 10 Concentration
56.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 568
Financial Engines Advisors L.L.C. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPYV
SPDR SERIES TRU...
|
Unknown | 9.35% | 8.81% |
#1
Prev: #1
|
6.2 |
—
|
-394,776 | -0.5% |
P
S
|
81,414,415 | $4,606,427,573 |
$33.19
+81.6%
|
2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
SPMB
SPDR SERIES TRU...
|
ETF | 8.56% | 8.02% |
#2
Prev: #2
|
5.4 |
—
|
-450,485 | -0.2% |
P
S
|
188,312,251 | $4,216,311,291 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 7.67% | 7.15% |
#3
Prev: #3
|
4.6 |
—
|
-4,385,050 | -2.8% |
P
S
|
152,570,229 | $3,776,113,172 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IGIB
ISHARES TR
|
ETF | 6.88% | 6.45% |
#4
Prev: #4
|
3.8 |
—
|
505,235 | 0.8% |
P
S
|
63,675,202 | $3,388,794,261 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 5.18% | 4.81% |
#5
1
Prev: #6
|
3.1 |
—
|
-1,368,150 | -2.4% |
P
S
|
55,849,043 | $2,549,508,793 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XT
ISHARES TR
|
Bond/Debt | 4.48% | 4.33% |
#6
1
Prev: #7
|
2.3 |
—
|
-344,249 | -1.1% |
P
S
|
32,408,021 | $2,208,583,973 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 3.57% | 3.30% |
#7
4
Prev: #11
|
1.9 |
—
|
-1,136,116 | -2.0% |
P
S
|
56,835,618 | $1,759,630,735 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KOMP
SPDR SERIES TRU...
|
ETF | 3.51% | 3.37% |
#8
1
Prev: #9
|
1.9 |
—
|
-221,429 | -0.7% |
P
S
|
29,594,305 | $1,730,606,917 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWD
ISHARES TR
|
ETF | 3.48% | 3.35% |
#9
1
Prev: #10
|
1.9 |
—
|
-398,730 | -4.7% |
P
S
|
8,019,224 | $1,713,467,680 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 3.46% | 3.49% |
#10
2
Prev: #8
|
1.9 |
—
|
114,434 | 0.7% |
P
S
|
17,402,089 | $1,703,838,506 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 3.00% | 2.85% |
#11
1
Prev: #12
|
1.7 |
—
|
-2,336,304 | -4.6% |
P
S
|
48,427,803 | $1,477,048,004 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 2.92% | 2.72% |
#12
1
Prev: #13
|
1.7 |
—
|
439,506 | 0.8% |
P
S
|
54,679,484 | $1,438,070,421 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHK
SCHWAB STRATEGI...
|
ETF | 2.77% | 2.71% |
#13
1
Prev: #14
|
1.6 |
—
|
-65,732 | -0.2% |
P
S
|
43,613,251 | $1,366,403,144 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.67% | 2.48% |
#14
1
Prev: #15
|
1.6 |
—
|
-19,961 | -0.1% |
P
S
|
24,347,658 | $1,315,990,914 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 2.61% | 2.38% |
#15
2
Prev: #17
|
1.5 |
—
|
-154,757 | -0.3% |
P
S
|
59,885,676 | $1,286,943,177 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 2.60% | 2.41% |
#16
Prev: #16
|
1.5 |
—
|
566,244 | 1.3% |
P
S
|
44,660,515 | $1,279,970,351 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LQD
ISHARES TR
|
ETF | 2.42% | 2.31% |
#17
1
Prev: #18
|
1.5 |
—
|
-139,758 | -1.3% |
P
S
|
10,913,210 | $1,189,430,759 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.03% | 1.88% |
#18
2
Prev: #20
|
1.3 |
—
|
-454,124 | -2.1% |
P
S
|
20,673,325 | $998,935,069 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 2.02% | 2.10% |
#19
Prev: #19
|
1.3 |
—
|
121,045 | 0.4% |
P
S
|
34,105,277 | $993,486,731 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.95% | 1.78% |
#20
1
Prev: #21
|
1.3 |
—
|
-101,065 | -1.3% |
P
S
|
7,720,457 | $959,730,054 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.67% | 1.52% |
#21
1
Prev: #22
|
1.2 |
—
|
332,987 | 2.1% |
P
S
|
16,419,088 | $821,611,158 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 1.60% | 1.51% |
#22
1
Prev: #23
|
1.1 |
—
|
-178,651 | -1.1% |
P
S
|
16,822,188 | $789,128,837 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJH
ISHARES TR
|
ETF | 1.08% | 1.03% |
#23
1
Prev: #24
|
0.9 |
—
|
-324,509 | -3.9% |
P
S
|
7,899,274 | $533,437,983 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 1.04% | 1.01% |
#24
1
Prev: #25
|
0.9 |
—
|
-669,081 | -4.1% |
P
S
|
15,542,282 | $512,118,207 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEI
ISHARES TR
|
ETF | 1.02% | 0.97% |
#25
1
Prev: #26
|
0.9 |
—
|
-56,381 | -1.3% |
P
S
|
4,231,532 | $501,859,689 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.96% | 6.00% |
#26
21
Prev: #5
|
0.9 |
—
|
8,481 | 0.1% |
P
S
|
6,503,155 | $473,418,646 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.78% | 0.77% |
#27
Prev: #27
|
0.8 |
—
|
-16,519 | -0.3% |
P
S
|
5,050,535 | $386,567,949 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NANR
SPDR INDEX SHS ...
|
ETF | 0.72% | 0.71% |
#28
Prev: #28
|
0.3 |
—
|
-1,266,557 | -23.0% |
P
S
|
4,236,126 | $355,834,618 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.60% | 0.57% |
#29
1
Prev: #30
|
0.7 |
—
|
-11,780 | -0.3% |
P
S
|
3,358,966 | $297,940,255 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AKRE
PROFESIONALLY M...
|
ETF | 0.57% | 0.59% |
#30
1
Prev: #29
|
2.2 |
—
|
544,410 | 11.4% |
P
S
|
5,317,279 | $281,018,219 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.48% | 0.45% |
#31
1
Prev: #32
|
0.7 |
—
|
-12,066 | -0.4% |
P
S
|
2,960,848 | $234,706,419 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TECB
ISHARES TR
|
ETF | 0.45% | 0.45% |
#32
1
Prev: #31
|
0.7 |
—
|
17,009 | 0.4% |
P
S
|
3,952,438 | $219,281,287 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.31% | 0.30% |
#33
Prev: #33
|
0.6 |
—
|
-94,485 | -5.7% |
P
S
|
1,549,749 | $150,527,120 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.27% | 0.28% |
#34
Prev: #34
|
0.6 |
—
|
-11,418 | -5.2% |
P
S
|
207,322 | $135,424,913 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.27% | 0.26% |
#35
Prev: #35
|
0.6 |
—
|
-257,767 | -5.3% |
P
S
|
4,583,359 | $133,284,086 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.26% | 0.24% |
#36
2
Prev: #38
|
0.6 |
—
|
17,378 | 0.3% |
P
S
|
5,413,829 | $125,709,118 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJK
ISHARES TR
|
ETF | 0.25% | 0.24% |
#37
Prev: #37
|
0.6 |
—
|
-79,304 | -6.1% |
P
S
|
1,231,346 | $123,898,035 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 0.25% | 0.23% |
#38
1
Prev: #39
|
0.6 |
—
|
-56,981 | -4.3% |
P
S
|
1,263,838 | $121,277,936 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.25% | 0.23% |
#39
1
Prev: #40
|
0.6 |
—
|
41,919 | 1.4% |
P
S
|
3,108,602 | $120,800,274 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.23% | 0.24% |
#40
4
Prev: #36
|
0.6 |
—
|
-22,141 | -5.8% |
P
S
|
360,452 | $115,636,637 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 0.21% | 0.20% |
#41
Prev: #41
|
0.6 |
—
|
-49,587 | -4.3% |
P
S
|
1,094,311 | $105,732,301 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.21% | 0.20% |
#42
1
Prev: #43
|
0.6 |
—
|
-77,057 | -6.6% |
P
S
|
1,083,473 | $102,474,849 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDYV
SPDR SERIES TRU...
|
ETF | 0.21% | 0.20% |
#43
1
Prev: #42
|
0.6 |
—
|
-56,489 | -4.5% |
P
S
|
1,197,590 | $101,974,789 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJJ
ISHARES TR
|
ETF | 0.17% | 0.17% |
#44
Prev: #44
|
0.6 |
—
|
-37,207 | -5.6% |
P
S
|
625,330 | $82,856,225 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 0.15% | 0.14% |
#45
2
Prev: #47
|
2.1 |
—
|
53,389 | 5.7% |
P
S
|
982,681 | $76,039,856 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWO
ISHARES TR
|
ETF | 0.15% | 0.16% |
#46
1
Prev: #45
|
0.6 |
—
|
-16,125 | -6.3% |
P
S
|
238,068 | $74,708,119 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.14% | 0.15% |
#47
1
Prev: #46
|
0.6 |
—
|
-76,064 | -7.3% |
P
S
|
960,042 | $70,697,493 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFAV
ISHARES TR
|
ETF | 0.14% | 0.13% |
#48
Prev: #48
|
0.6 |
—
|
-28,827 | -3.6% |
P
S
|
768,375 | $70,206,424 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 0.13% | 0.13% |
#49
Prev: #49
|
0.6 |
—
|
-65,360 | -4.5% |
P
S
|
1,393,658 | $65,432,227 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MUB
ISHARES TR
|
ETF | 0.12% | 0.12% |
#50
Prev: #50
|
0.5 |
—
|
-20,096 | -3.4% |
P
S
|
579,572 | $61,521,560 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 568 holdings