Financial Engines Advisors L.L.C. Reduced Holdings in Q3 2024

Financial Engines Advisors L.L.C.

  • $48.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-527K
- 6.12%
$341.08 - $391.94 $180M - $206M
8.08M $3.1B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-295K
- 17.06%
$81.1 - $89.18 $23.9M - $26.3M
1.43M $126M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-318K
- 18.64%
$71.9 - $79.86 $22.9M - $25.4M
1.39M $110M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-448K
- 17.16%
$31.05 - $34.29 $13.9M - $15.4M
2.16M $74.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-193K
- 72.28%
$50.32 - $50.75 $9.69M - $9.77M
73.8K $3.75M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-92.4K
- 42.56%
$100.75 - $111.62 $9.31M - $10.3M
125K $13.6M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-211K
- 4.28%
$45.31 - $51.64 $9.54M - $10.9M
4.71M $241M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-239K
- 22.17%
$25.36 - $28.37 $6.05M - $6.77M
838K $23.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-190K
- 37.59%
$25.21 - $28.46 $4.79M - $5.41M
315K $8.88M
DFAT
Dimensional ETF Tr U S Target

ETFs
-99.6K
- 26.51%
$51.0 - $57.07 $5.08M - $5.69M
276K $15.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-94.5K
- 6.22%
$84.81 - $93.54 $8.01M - $8.84M
1.42M $131M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-92.9K
- 33.54%
$30.74 - $34.07 $2.85M - $3.16M
184K $6.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-12.4K
- 80.61%
$210.25 - $231.86 $2.61M - $2.88M
2.99K $666K
CRM
Salesforce, Inc.

Technology
-7.65K
- 80.05%
$238.42 - $276.53 $1.82M - $2.11M
1.91K $521K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-81K
- 35.84%
$25.23 - $27.94 $2.04M - $2.26M
145K $4.02M
BA
Boeing CO

Industrials
-2.97K
- 6.31%
$152.04 - $190.6 $452K - $567K
44.1K $6.71M
DISV
Dimensional ETF Tr Dimensional

ETFs
-80.3K
- 34.61%
$26.06 - $29.18 $2.09M - $2.34M
152K $4.41M
GOOGL
Alphabet Inc.

Communication Services
-2.02K
- 2.38%
$148.65 - $191.18 $300K - $386K
82.9K $13.8M
AVMU
American Centy ETF Travantis C

ETFs
-31.9K
- 33.17%
$46.01 - $46.95 $1.47M - $1.5M
64.2K $3.01M
VSAT
Viasat Inc

Technology
-73.7K
- 27.05%
$11.94 - $24.49 $880K - $1.8M
199K $2.37M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-36K
- 4.74%
$47.01 - $48.2 $1.69M - $1.74M
723K $34.8M
CVX
Chevron Corp

Energy
-5.08K
- 43.08%
$137.88 - $161.97 $701K - $823K
6.72K $988K
VEA
Vanguard Ftse Developed Market

ETFs
-35.1K
- 10.27%
$47.6 - $53.31 $1.67M - $1.87M
306K $16.2M
NVDA
Nvidia Corp

Technology
-2.65K
- 2.21%
$98.91 - $134.91 $262K - $357K
117K $14.2M
LEGR
First Tr ETF Indxx Innovation

ETFs
-21K
- 17.95%
$41.67 - $47.57 $876K - $1M
96.1K $4.52M
AVUS
American Centy ETF Tr Avantis

ETFs
-8.6K
- 15.5%
$86.27 - $95.15 $742K - $818K
46.9K $4.46M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.04K
- 6.36%
$332.02 - $382.76 $679K - $782K
30.1K $11.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-448
- 25.61%
$1015.62 - $1159.62 $455K - $520K
1.3K $1.5M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.98K
- 26.95%
$57.47 - $62.76 $401K - $438K
18.9K $1.19M
JWN
Nordstrom Inc

Consumer Cyclical
-16.1K
- 32.51%
$21.09 - $23.82 $339K - $383K
33.4K $750K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-15.2K
- 4.73%
$51.58 - $53.79 $784K - $818K
307K $16.4M
XLK
Technology Sector Spdr

ETFs
-1.14K
- 5.26%
$197.34 - $237.68 $225K - $271K
20.5K $4.64M
OVV
Ovintiv Inc.

Energy
-2.37K
- 11.66%
$37.0 - $48.89 $87.8K - $116K
18K $689K
NFLX
Netflix Inc

Communication Services
-634
- 10.1%
$598.55 - $722.26 $379K - $458K
5.65K $4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.26K
- 16.9%
$87.56 - $95.49 $373K - $406K
20.9K $2M
MRK
Merck & Co., Inc.

Healthcare
-1.45K
- 27.55%
$111.15 - $128.97 $161K - $187K
3.81K $432K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-2.87K
- 16.56%
$111.27 - $122.66 $320K - $352K
14.5K $1.75M
GLD
Spdr Gold Trust

ETFs
-1.14K
- 39.45%
$215.56 - $246.98 $247K - $283K
1.76K $426K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.75K
- 41.6%
$113.45 - $126.18 $199K - $221K
2.46K $310K
IGOV
Ishares 1 3 International Trea

ETFs
-19K
- 9.34%
$38.52 - $42.09 $733K - $801K
185K $7.72M
T
At&T Inc.

Communication Services
-9.72K
- 37.6%
$18.21 - $22.28 $177K - $216K
16.1K $354K
XOM
Exxon Mobil Corp

Energy
-1.37K
- 12.8%
$109.72 - $119.0 $151K - $163K
9.35K $1.1M
WMT
Walmart Inc.

Consumer Defensive
-2.86K
- 39.43%
$66.91 - $81.4 $191K - $233K
4.4K $355K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.2K
- 17.08%
$46.17 - $51.13 $240K - $266K
25.2K $1.29M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-6.64K
- 10.13%
$31.4 - $40.35 $209K - $268K
58.9K $2.21M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.14K
- 9.52%
$88.24 - $99.7 $277K - $313K
29.9K $2.86M
VFH
Vanguard Financial ETF

ETFs
-1.63K
- 18.54%
$99.27 - $111.21 $162K - $181K
7.16K $787K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-593
- 26.0%
$162.64 - $179.3 $96.4K - $106K
1.69K $302K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.26K
- 4.13%
$51.78 - $52.98 $117K - $120K
52.4K $2.78M
Activity Summary
Buys All Purchases 205 New Holdings 49 Increased Positions 156 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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