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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-287
- 3.09%
$77.02 - $85.06 $22.1K - $24.4K
9.02K $762K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.04K
- 4.27%
$69.16 - $76.64 $71.9K - $79.6K
23.3K $1.75M
MS
Morgan Stanley

Financial Services
-42
- 0.63%
$92.07 - $106.96 $3.87K - $4.49K
6.64K $691K
UNH
Unitedhealth Group Inc

Healthcare
-260
- 9.75%
$488.01 - $604.18 $127K - $157K
2.41K $1.41M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.47K
- 4.1%
$91.37 - $101.65 $226K - $251K
57.8K $5.88M
AVDE
American Centy ETF Tr Avantis

ETFs
-828
- 3.51%
$60.09 - $67.67 $49.8K - $56K
22.7K $1.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.75K
- 6.79%
$79.92 - $88.19 $300K - $331K
51.5K $4.54M
VO
Vanguard Mid Cap ETF

ETFs
-1.82K
- 7.29%
$237.84 - $263.83 $433K - $481K
23.2K $6.12M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-127
- 2.31%
$125.95 - $142.04 $16K - $18K
5.37K $762K
GE
General Electric CO

Industrials
-34
- 1.41%
$156.66 - $189.66 $5.33K - $6.45K
2.38K $448K
RTX
Raytheon Technologies Corp

Industrials
-108
- 2.33%
$99.55 - $123.34 $10.8K - $13.3K
4.53K $548K
VXF
Vanguard Extended Market ETF

ETFs
-437
- 3.21%
$163.98 - $182.92 $71.7K - $79.9K
13.2K $2.4M
META
Meta Platforms, Inc.

Communication Services
-1.56K
- 10.7%
$453.41 - $572.44 $706K - $892K
13K $7.44M
EFV
Msci Eafe Value ETF

ETFs
-1.79K
- 3.85%
$51.72 - $57.96 $92.5K - $104K
44.7K $2.57M
DFIV
Dimensional ETF Tr

ETFs
-1.01K
- 1.38%
$34.66 - $38.38 $34.9K - $38.6K
71.9K $2.74M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-570
- 0.89%
$27.15 - $30.78 $15.5K - $17.5K
63.6K $1.94M
ADP
Automatic Data Processing Inc

Industrials
-1.3K
- 10.21%
$233.44 - $279.45 $304K - $364K
11.5K $3.17M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-1.34K
- 1.49%
$28.25 - $31.7 $37.9K - $42.5K
88.8K $2.74M
EEM
Ishares Msci Emerging Markets

ETFs
-43
- 0.09%
$40.42 - $46.7 $1.74K - $2.01K
45.9K $2.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-647
- 3.6%
$475.2 - $527.7 $307K - $341K
17.3K $9.15M
VV
Vanguard Large Cap ETF

ETFs
-969
- 3.16%
$236.92 - $263.4 $230K - $255K
29.7K $7.83M
ALL
Allstate Corp

Financial Services
-2
- 0.03%
$158.43 - $192.86 $317 - $386
5.8K $1.1M
ABT
Abbott Laboratories

Healthcare
-951
- 3.35%
$100.07 - $118.13 $95.2K - $112K
27.4K $3.13M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-330
- 0.19%
$32.36 - $33.78 $10.7K - $11.1K
173K $5.85M
RY
Royal Bank Of Canada

Financial Services
-537
- 3.75%
$105.65 - $124.73 $56.7K - $67K
13.8K $1.72M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.33K
- 2.12%
$56.04 - $62.2 $130K - $145K
107K $6.68M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-6.9K
- 4.47%
$38.03 - $42.06 $262K - $290K
147K $6.17M
IVV
Ishares Core S&P 500 ETF

ETFs
-228
- 1.88%
$520.18 - $576.82 $119K - $132K
11.9K $6.87M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-139
- 1.51%
$523.84 - $572.02 $72.8K - $79.5K
9.04K $5.15M
DVA
Davita Inc.

Healthcare
-752
- 4.86%
$133.98 - $165.19 $101K - $124K
14.7K $2.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-132
- 0.2%
$59.25 - $65.33 $7.82K - $8.62K
65.9K $4.27M
CRS
Carpenter Technology Corp

Industrials
-3.23K
- 19.0%
$104.79 - $161.78 $338K - $522K
13.8K $2.2M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-8.91K
- 5.67%
$25.07 - $29.94 $223K - $267K
148K $4.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.11K
- 2.98%
$517.38 - $573.86 $573K - $635K
36.1K $20.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.99K
- 1.84%
$75.63 - $84.89 $226K - $254K
160K $13.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-5.57K
- 6.97%
$178.41 - $210.18 $994K - $1.17M
74.4K $14.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-7.47K
- 1.82%
$38.51 - $41.69 $288K - $312K
404K $16.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-413
- 0.5%
$95.81 - $109.03 $39.6K - $45K
82.5K $8.88M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-20.7K
- 6.62%
$256.4 - $289.78 $5.3M - $5.99M
291K $82.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-139
- 0.04%
$84.77 - $97.13 $11.8K - $13.5K
330K $31.6M
ABBV
Abb Vie Inc.

Healthcare
-2.52K
- 3.12%
$163.84 - $199.33 $412K - $502K
78.1K $15.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-85.3K
- 5.15%
$75.32 - $84.37 $6.42M - $7.19M
1.57M $131M
DFAX
Dimensional ETF Tr
-16.4K
- 1.23%
$24.29 - $27.25 $398K - $446K
1.31M $35.4M
BK
Bank Of New York Mellon Corp

Financial Services
-7.09K
- 3.48%
$59.54 - $72.17 $422K - $511K
197K $14.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-48.5K
- 6.22%
$111.9 - $124.28 $5.43M - $6.03M
732K $90.5M
AAPL
Apple Inc.

Technology
-939
- 0.83%
$207.23 - $234.82 $195K - $220K
112K $26M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-847
- 0.1%
$71.45 - $75.64 $60.5K - $64.1K
890K $66.9M
VTI
Vanguard Total Stock Market Et

ETFs
-9.45K
- 2.66%
$255.18 - $283.2 $2.41M - $2.68M
346K $98.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.28K
- 2.52%
$181.06 - $197.17 $1.32M - $1.43M
282K $55.6M
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
Track This Portfolio

Track Financial Engines Advisors L.L.C. Portfolio

Follow Financial Engines Advisors L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Engines Advisors L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Financial Engines Advisors L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email