Financial Engines Advisors L.L.C. Reduced Holdings in Q1 2025

Financial Engines Advisors L.L.C.

  • $46.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
-36.1K
- 22.25%
$27.56 - $32.1 $996K - $1.16M
126K $3.55M
AVUV
American Centy ETF Tr Avantis

ETFs
-11.3K
- 24.33%
$84.95 - $100.62 $957K - $1.13M
35K $3.05M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-19.9K
- 11.73%
$97.25 - $104.79 $1.94M - $2.09M
150K $15.6M
VXF
Vanguard Extended Market ETF

ETFs
-5.22K
- 24.22%
$170.36 - $201.04 $890K - $1.05M
16.3K $2.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-360
- 1.4%
$468.34 - $539.52 $169K - $194K
25.4K $11.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.61K
- 6.49%
$58.81 - $68.2 $506K - $587K
124K $7.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-15.9K
- 8.7%
$95.85 - $99.25 $1.53M - $1.58M
167K $16.5M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-9.07K
- 32.79%
$111.86 - $124.32 $1.01M - $1.13M
18.6K $2.12M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-811
- 0.89%
$161.13 - $209.29 $131K - $170K
90.7K $15M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-25.1K
- 5.87%
$73.78 - $76.59 $1.85M - $1.92M
402K $30.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-44.9K
- 8.6%
$28.27 - $29.28 $1.27M - $1.31M
477K $13.9M
IWM
Ishares Russell 2000 ETF

ETFs
-2.1K
- 6.72%
$198.1 - $229.79 $416K - $483K
29.2K $5.82M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-8.42K
- 51.2%
$103.96 - $122.36 $875K - $1.03M
8.02K $857K
AVEM
American Centy ETF Tr Avantis

ETFs
-17K
- 25.24%
$57.11 - $62.4 $969K - $1.06M
50.2K $3.02M
NOW
Service Now, Inc.

Technology
-20
- 0.64%
$783.83 - $1170.39 $15.7K - $23.4K
3.12K $2.49M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-20.4K
- 2.99%
$47.33 - $47.92 $965K - $977K
662K $31.5M
AVMU
American Centy ETF Travantis C

ETFs
-15.9K
- 16.95%
$45.11 - $46.66 $718K - $742K
78K $3.55M
GNMA
Ishares Gnma Bond ETF

ETFs
-21.3K
- 11.51%
$42.17 - $44.04 $899K - $939K
164K $7.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.17K
- 12.04%
$237.72 - $276.98 $517K - $602K
15.9K $3.88M
UNH
Unitedhealth Group Inc

Healthcare
-1.44K
- 37.47%
$461.52 - $548.18 $663K - $788K
2.4K $1.26M
META
Meta Platforms, Inc.

Communication Services
-663
- 3.05%
$576.36 - $736.67 $382K - $488K
21.1K $12.2M
SHV
Ishares Tr

ETFs
-6.51K
- 4.24%
$110.11 - $110.51 $717K - $720K
147K $16.2M
ONON
On Holding Ag

Consumer Cyclical
-532
- 0.94%
$43.92 - $63.62 $23.4K - $33.8K
56.3K $2.47M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-127K
- 2.51%
$22.46 - $23.26 $2.86M - $2.96M
4.94M $114M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.49K
- 12.19%
$82.81 - $92.93 $455K - $511K
39.6K $3.37M
AXON
Axon Enterprise, Inc.

Industrials
-211
- 2.91%
$496.65 - $710.01 $105K - $150K
7.03K $3.7M
XLK
Technology Sector Spdr

ETFs
-127
- 0.58%
$206.38 - $242.18 $26.2K - $30.8K
21.9K $4.52M
CAT
Caterpillar Inc

Industrials
-1.36K
- 47.05%
$326.75 - $407.63 $443K - $553K
1.53K $503K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.71K
- 1.33%
$37.84 - $44.02 $64.6K - $75.1K
127K $4.88M
DFIV
Dimensional ETF Tr

ETFs
-26.2K
- 18.92%
$35.33 - $40.77 $927K - $1.07M
112K $4.43M
PG
Procter & Gamble CO

Consumer Defensive
-3.13K
- 21.51%
$158.56 - $176.26 $496K - $552K
11.4K $1.95M
CRM
Salesforce, Inc.

Technology
-408
- 7.76%
$268.36 - $359.95 $109K - $147K
4.85K $1.3M
HD
Home Depot, Inc.

Consumer Cyclical
-271
- 1.75%
$347.25 - $424.87 $94.1K - $115K
15.3K $5.59M
ETN
Eaton Corp PLC

Industrials
-959
- 30.97%
$271.83 - $371.23 $261K - $356K
2.14K $581K
QCOM
Qualcomm Inc

Technology
-2.87K
- 24.66%
$151.94 - $175.86 $436K - $505K
8.78K $1.35M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.4K
- 4.78%
$114.9 - $139.6 $161K - $195K
27.9K $3.27M
VBK
Vanguard Small Cap Growth ETF

ETFs
-378
- 3.19%
$247.97 - $296.33 $93.7K - $112K
11.5K $2.88M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-319
- 1.48%
$302.31 - $337.54 $96.4K - $108K
21.2K $6.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-211
- 2.42%
$522.96 - $601.18 $110K - $127K
8.49K $4.53M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-15.2K
- 8.56%
$32.5 - $33.3 $494K - $506K
162K $5.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.26K
- 8.23%
$183.02 - $207.75 $230K - $261K
14K $2.61M
BK
Bank Of New York Mellon Corp

Financial Services
-20K
- 11.14%
$75.42 - $88.95 $1.51M - $1.78M
160K $13.4M
KMI
Kinder Morgan, Inc.

Energy
-23.8K
- 9.07%
$26.1 - $31.22 $621K - $743K
239K $6.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-901
- 3.63%
$121.0 - $142.28 $109K - $128K
23.9K $2.98M
DFAE
Dimensional ETF Tr

ETFs
-16K
- 23.68%
$24.64 - $26.86 $395K - $431K
51.7K $1.34M
AVDV
American Centy ETF Tr Avantis

ETFs
-7.4K
- 23.87%
$63.74 - $71.96 $471K - $532K
23.6K $1.65M
LLY
Eli Lilly & CO

Healthcare
-540
- 36.64%
$725.72 - $929.72 $392K - $502K
934 $771K
IOT
Samsara Inc.

Technology
-172
- 0.26%
$34.06 - $60.96 $5.86K - $10.5K
65.7K $2.52M
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.58K
- 23.58%
$57.44 - $59.4 $378K - $391K
21.3K $1.27M
Activity Summary
Buys All Purchases 146 New Holdings 22 Increased Positions 124 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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