Financial Engines Advisors L.L.C. Portfolio Stock Holdings
Financial Engines Advisors L.L.C. disclosed 530 stock positions valued at approximately $49.2 billion in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR SERIES TRUST, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 530
- Portfolio Value
- $49.2B
Holdings by Sector
Financial Engines Advisors L.L.C. Portfolio Holdings in Q1 2026
518 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYV | Other | 9.35% | 81,414,415 | -394,776 | -0.48% | $4,606,427,573 |
| SPDR SERIES TRUST | SPMB | Other | 8.56% | 188,312,251 | -450,485 | -0.24% | $4,216,311,291 |
| SCHWAB STRATEGIC TR | SCHF | Other | 7.67% | 152,570,229 | -4,385,050 | -2.79% | $3,776,113,172 |
| ISHARES TR | IGIB | Other | 6.88% | 63,675,202 | +505,235 | +0.80% | $3,388,794,261 |
| SPDR INDEX SHS FDS | SPDW | Other | 5.18% | 55,849,043 | -1,368,150 | -2.39% | $2,549,508,793 |
| ISHARES TR | XT | Other | 4.48% | 32,408,021 | -344,249 | -1.05% | $2,208,583,973 |
| SCHWAB STRATEGIC TR | SCHM | Other | 3.57% | 56,835,618 | -1,136,116 | -1.96% | $1,759,630,735 |
| SPDR SERIES TRUST | KOMP | Other | 3.51% | 29,594,305 | -221,429 | -0.74% | $1,730,606,917 |
| ISHARES TR | IWD | Other | 3.48% | 8,019,224 | -398,730 | -4.74% | $1,713,467,680 |
| SPDR SERIES TRUST | SPYG | Other | 3.46% | 17,402,089 | +114,434 | +0.66% | $1,703,838,506 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.00% | 48,427,803 | -2,336,304 | -4.60% | $1,477,048,004 |
| SPDR SERIES TRUST | SPTL | Other | 2.92% | 54,679,484 | +439,506 | +0.81% | $1,438,070,421 |
| SCHWAB STRATEGIC TR | SCHK | Other | 2.77% | 43,613,251 | -65,732 | -0.15% | $1,366,403,144 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.67% | 24,347,658 | -19,961 | -0.08% | $1,315,990,914 |
| SCHWAB STRATEGIC TR | SCHH | Other | 2.61% | 59,885,676 | -154,757 | -0.26% | $1,286,943,177 |
| SPDR SERIES TRUST | SPTI | Other | 2.60% | 44,660,515 | +566,244 | +1.28% | $1,279,970,351 |
| ISHARES TR | LQD | Other | 2.42% | 10,913,210 | -139,758 | -1.26% | $1,189,430,759 |
| SPDR SERIES TRUST | SPSM | Other | 2.03% | 20,673,325 | -454,124 | -2.15% | $998,935,069 |
| SCHWAB STRATEGIC TR | SCHG | Other | 2.02% | 34,105,277 | +121,045 | +0.36% | $993,486,731 |
| ISHARES TR | IJR | Other | 1.95% | 7,720,457 | -101,065 | -1.29% | $959,730,054 |
| ISHARES TR | IAGG | Other | 1.67% | 16,419,088 | +332,987 | +2.07% | $821,611,158 |
| SPDR INDEX SHS FDS | SPEM | Other | 1.60% | 16,822,188 | -178,651 | -1.05% | $789,128,837 |
| ISHARES TR | IJH | Other | 1.08% | 7,899,274 | -324,509 | -3.95% | $533,437,983 |
| SCHWAB STRATEGIC TR | SCHE | Other | 1.04% | 15,542,282 | -669,081 | -4.13% | $512,118,207 |
| ISHARES TR | IEI | Other | 1.02% | 4,231,532 | -56,381 | -1.31% | $501,859,689 |
| VANGUARD INDEX FDS | VUG | Other | 0.96% | 6,503,155 | +8,481 | +0.13% | $473,418,646 |
| SPDR SERIES TRUST | SPLG | Other | 0.78% | 5,050,535 | -16,519 | -0.33% | $386,567,949 |
| SPDR INDEX SHS FDS | NANR | Other | 0.72% | 4,236,126 | -1,266,557 | -23.02% | $355,834,618 |
| VANGUARD INDEX FDS | VNQ | Other | 0.60% | 3,358,966 | -11,780 | -0.35% | $297,940,255 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.48% | 2,960,848 | -12,066 | -0.41% | $234,706,419 |
| ISHARES TR | TECB | Other | 0.45% | 3,952,438 | +17,009 | +0.43% | $219,281,287 |
| ISHARES TR | EFA | Other | 0.31% | 1,549,749 | -94,485 | -5.75% | $150,527,120 |
| ISHARES TR | IVV | Other | 0.27% | 207,322 | -11,418 | -5.22% | $135,424,913 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.27% | 4,583,359 | -257,767 | -5.32% | $133,284,086 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.26% | 5,413,829 | +17,378 | +0.32% | $125,709,118 |
| ISHARES TR | IJK | Other | 0.25% | 1,231,346 | -79,304 | -6.05% | $123,898,035 |
| SPDR SERIES TRUST | MDYG | Other | 0.25% | 1,263,838 | -56,981 | -4.31% | $121,277,936 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.25% | 3,108,602 | +41,919 | +1.37% | $120,800,274 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 360,452 | -22,141 | -5.79% | $115,636,637 |
| SPDR SERIES TRUST | SLYG | Other | 0.21% | 1,094,311 | -49,587 | -4.33% | $105,732,301 |
| SPDR SERIES TRUST | SLYV | Other | 0.21% | 1,083,473 | -77,057 | -6.64% | $102,474,849 |
| SPDR SERIES TRUST | MDYV | Other | 0.21% | 1,197,590 | -56,489 | -4.50% | $101,974,789 |
| ISHARES TR | IJJ | Other | 0.17% | 625,330 | -37,207 | -5.62% | $82,856,225 |
| VANGUARD MALVERN FDS | VCRB | Other | 0.15% | 982,681 | +53,389 | +5.75% | $76,039,856 |
| ISHARES TR | IWO | Other | 0.15% | 238,068 | -16,125 | -6.34% | $74,708,119 |
| VANGUARD BD INDEX FDS | BND | Other | 0.14% | 960,042 | -76,064 | -7.34% | $70,697,493 |
| ISHARES TR | EFAV | Other | 0.14% | 768,375 | -28,827 | -3.62% | $70,206,424 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.13% | 1,393,658 | -65,360 | -4.48% | $65,432,227 |
| ISHARES TR | MUB | Other | 0.12% | 579,572 | -20,096 | -3.35% | $61,521,560 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.11% | 648,674 | +8,900 | +1.39% | $52,289,611 |
| ISHARES TR | IVE | Other | 0.10% | 227,910 | -3,490 | -1.51% | $48,123,197 |
| APPLE INC | AAPL | Technology | 0.09% | 182,422 | +5,648 | +3.20% | $46,296,884 |
| VANGUARD INDEX FDS | VTV | Other | 0.09% | 226,853 | -10,791 | -4.54% | $44,508,590 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.09% | 889,433 | -25,378 | -2.77% | $44,124,771 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.09% | 842,572 | -1,827 | -0.22% | $42,035,900 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.08% | 1,221,414 | -70,663 | -5.47% | $41,491,428 |
| LEGG MASON ETF INVT | LVHD | Other | 0.08% | 967,226 | -32,748 | -3.27% | $41,165,139 |
| NVIDIA CORPORATION | NVDA | Technology | 0.08% | 215,496 | +3,519 | +1.66% | $37,582,430 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.08% | 977,599 | +191,433 | +24.35% | $37,559,364 |
| MICROSOFT CORP | MSFT | Technology | 0.07% | 96,042 | +1,608 | +1.70% | $35,551,894 |
| ISHARES TR | AGG | Other | 0.07% | 356,969 | -10,993 | -2.99% | $35,436,313 |
| ISHARES TR | IUSV | Other | 0.07% | 344,715 | +55,709 | +19.28% | $35,247,109 |
| SPDR SERIES TRUST | TFI | Other | 0.07% | 751,415 | +27,175 | +3.75% | $34,069,161 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.07% | 949,884 | -12,672 | -1.32% | $33,749,379 |
| ISHARES TR | IEFA | Other | 0.07% | 359,593 | -15,639 | -4.17% | $32,553,959 |
| SPDR SERIES TRUST | SHM | Other | 0.06% | 668,321 | +3,359 | +0.51% | $31,965,789 |
| ALPHABET INC | GOOGL | Communication Services | 0.06% | 104,836 | -5,351 | -4.86% | $30,146,610 |
| INVESCO QQQ TR | QQQ | Other | 0.06% | 49,264 | -4,231 | -7.91% | $28,434,242 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.05% | 41,518 | +2 | +0.00% | $27,000,709 |
| ISHARES TR | IVW | Other | 0.05% | 220,703 | -956 | -0.43% | $24,963,716 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.05% | 119,632 | -2,901 | -2.37% | $24,915,731 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.05% | 605,555 | +196,017 | +47.86% | $23,592,435 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.05% | 301,429 | +276 | +0.09% | $23,264,290 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 87,478 | -4,390 | -4.78% | $22,912,230 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.05% | 653,812 | -13,531 | -2.03% | $22,589,205 |
| ISHARES TR | MBB | Other | 0.04% | 221,272 | +25,013 | +12.74% | $21,009,776 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.04% | 325,680 | -16,808 | -4.91% | $20,338,716 |
| ALPHABET INC | GOOG | Communication Services | 0.04% | 70,436 | +2,056 | +3.01% | $20,205,160 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.04% | 386,382 | -26,149 | -6.34% | $18,724,072 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.04% | 151,008 | -180 | -0.12% | $17,914,058 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.04% | 88,893 | -10,684 | -10.73% | $17,369,744 |
| ISHARES TR | SHV | Other | 0.04% | 157,040 | +5,561 | +3.67% | $17,335,646 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.03% | 218,413 | -4,706 | -2.11% | $17,125,763 |
| SPDR SERIES TRUST | SPBO | Other | 0.03% | 582,061 | +15,353 | +2.71% | $16,897,230 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.03% | 441,756 | -3,730 | -0.84% | $15,775,107 |
| ISHARES TR | ESGD | Other | 0.03% | 164,104 | +4,414 | +2.76% | $15,691,587 |
| ABBVIE INC | ABBV | Healthcare | 0.03% | 71,800 | -11,575 | -13.88% | $15,615,748 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.03% | 583,344 | +2,241 | +0.39% | $15,522,784 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.03% | 239,017 | -1,569 | -0.65% | $15,316,215 |
| ISHARES TR | ICSH | Other | 0.03% | 301,519 | -12,143 | -3.87% | $15,262,892 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.03% | 208,517 | +8,232 | +4.11% | $14,831,814 |
| ISHARES INC | IEMG | Other | 0.03% | 200,839 | -10,985 | -5.19% | $14,008,520 |
| BOEING CO | BA | Industrials | 0.03% | 64,416 | +892 | +1.40% | $12,820,745 |
| VANGUARD INDEX FDS | VV | Other | 0.03% | 42,287 | -2,457 | -5.49% | $12,637,470 |
| META PLATFORMS INC | META | Communication Services | 0.03% | 22,087 | -913 | -3.97% | $12,636,369 |
| VANGUARD INDEX FDS | VOO | Other | 0.03% | 20,623 | -35 | -0.17% | $12,323,281 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.02% | 25,323 | -1,082 | -4.10% | $12,134,829 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.02% | 342,025 | +8,237 | +2.47% | $11,984,556 |
| ISHARES TR | EAGG | Other | 0.02% | 229,983 | +4,981 | +2.21% | $10,935,672 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.02% | 137,339 | -143 | -0.10% | $10,314,159 |