Financial-Engines-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ONON",
  null,
  "NVG",
  null,
  "FNDF",
  "ACN",
  null,
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "VONG",
  "ALL",
  "GOOGL",
  null,
  "VDE",
  "AXP",
  "SCHH",
  "T",
  null,
  "CAT",
  null,
  "AVDE",
  "AVGO",
  null,
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "CII",
  "FUL",
  null,
  "CRS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PTY",
  null,
  "ECG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  "GILD",
  "ADTN",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "FBIN",
  null,
  null,
  "UNP",
  "QCOM",
  null,
  "FATE",
  null,
  "HUBB",
  "EMXC",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  "VKI",
  "VKQ",
  null,
  null,
  "IVW",
  "IJH",
  "SHEN",
  null,
  null,
  "TRN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  null,
  "IWS",
  null,
  "MMC",
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "GRFS",
  "HIG",
  "NVS",
  null,
  "ODFL",
  null,
  "ORLY",
  "PCAR",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  null,
  "IWD",
  "KR",
  "ORCL",
  null,
  null,
  null,
  "VGIT",
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PEP",
  null,
  "VGSH",
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "KEYS",
  null,
  "AMGN",
  null,
  null,
  "IOT",
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "RY",
  "SCHX",
  null,
  null,
  "NOW",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "TRV",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "MDU",
  "XPL",
  "PAG",
  null,
  null,
  null,
  "VWO",
  null,
  "IWV",
  null,
  null,
  null,
  "PRF",
  "VCIT",
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "IWO",
  "XLB",
  "IWN",
  "GGG",
  "TSM",
  null,
  null,
  null,
  "VYM",
  "TT",
  null,
  "AMCR",
  null,
  "AXON",
  "APH",
  "AMD",
  "SDY",
  "F",
  "AJG",
  "IWP",
  "IWR",
  null,
  "GSLC",
  "AEP",
  "ES",
  null,
  "KNF",
  "VIGI",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "OVV",
  null,
  "ESGD",
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  "MGK",
  null,
  null,
  "VXUS",
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VSAT",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WTW",
  null,
  null,
  "YUM",
  "IUSG",
  null,
  null,
  "FNF",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "SON",
  null,
  "CRM",
  null,
  "DIA",
  "SPOT",
  null,
  "DINO",
  null,
  "MTUM",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "DGRO",
  null,
  "SPYV",
  "ESGU",
  "KMB",
  "ASTE",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  "CACI",
  "CARR",
  "CAVA",
  "CVX",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 429
Total Value: 46622299324
Accession Number: 0001214659-25-007384
Form Type: 13F-HR
CIK: financial-engines-advisors
Manager Name: Financial-Engines-Advisors

Data Enrichment

61% identified

261 identified168 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

429 positions • $46.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287804

IJR|464287804

Shares:8.7M

Value:$912.5M

% of Portfolio:2.0% ($912.5M/$46.6B)

78463X509

Shares:18.6M

Value:$732.1M

% of Portfolio:1.6% ($732.1M/$46.6B)

46435G672

Shares:14.4M

Value:$721.9M

% of Portfolio:1.5% ($721.9M/$46.6B)

808524706

Shares:18.2M

Value:$500.6M

% of Portfolio:1.1% ($500.6M/$46.6B)

464288661

Shares:4.1M

Value:$484.5M

% of Portfolio:1.0% ($484.5M/$46.6B)

464287507

IJH|464287507

Shares:8.1M

Value:$475.1M

% of Portfolio:1.0% ($475.1M/$46.6B)

78463X152

Shares:5.9M

Value:$329.9M

% of Portfolio:0.7% ($329.9M/$46.6B)

78464A854

SPLG|78464A854

Shares:5.0M

Value:$327.3M

% of Portfolio:0.7% ($327.3M/$46.6B)

922908553

VNQ|922908553

Shares:3.3M

Value:$295.3M

% of Portfolio:0.6% ($295.3M/$46.6B)

92206C409

Shares:3.0M

Value:$236.9M

% of Portfolio:0.5% ($236.9M/$46.6B)

46436E502

Shares:4.3M

Value:$211.3M

% of Portfolio:0.5% ($211.3M/$46.6B)

464287465

EFA|464287465

Shares:1.5M

Value:$120.2M

% of Portfolio:0.3% ($120.2M/$46.6B)

808524607

SCHA|808524607

Shares:5.1M

Value:$119.5M

% of Portfolio:0.3% ($119.5M/$46.6B)

808524839

Shares:4.9M

Value:$114.5M

% of Portfolio:0.2% ($114.5M/$46.6B)

464287606

IJK|464287606

Shares:1.3M

Value:$111.1M

% of Portfolio:0.2% ($111.1M/$46.6B)

78464A821

Shares:1.3M

Value:$107.3M

% of Portfolio:0.2% ($107.3M/$46.6B)

78464A201

Shares:1.3M

Value:$105.2M

% of Portfolio:0.2% ($105.2M/$46.6B)

78464A300

Shares:1.3M

Value:$102.6M

% of Portfolio:0.2% ($102.6M/$46.6B)

25434V708

DFAC|25434V708

Shares:3.1M

Value:$101.8M

% of Portfolio:0.2% ($101.8M/$46.6B)

78464A839

Shares:1.3M

Value:$99.5M

% of Portfolio:0.2% ($99.5M/$46.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	8.7M	QoQ +4.19% (-351.6K) YoY +10.99% (+864.7K)	All Managers (Combined)	$912.5M	2.0% ($912.5M/$46.6B)	QoQ -5.43% (-$52.4M) YoY +5.02% (+$43.6M)
(cusip78463X509)✕	18.6M	QoQ -0.34% (-64.1K) YoY +4.70% (+836.0K)	All Managers (Combined)	$732.1M	1.6% ($732.1M/$46.6B)	QoQ +2.25% (-$16.1M) YoY +13.90% (+$89.4M)
(cusip46435G672)✕	14.4M	QoQ +2.15% (+304.4K) YoY +17.60% (+2.2M)	All Managers (Combined)	$721.9M	1.5% ($721.9M/$46.6B)	QoQ +2.29% (+$16.2M) YoY +17.70% (+$108.6M)
(cusip808524706)✕	18.2M	QoQ -2.88% (-539.1K) YoY -8.84% (-1.8M)	All Managers (Combined)	$500.6M	1.1% ($500.6M/$46.6B)	QoQ +0.54% (-$2.7M) YoY -0.47% (-$2.4M)
(cusip464288661)✕	4.1M	QoQ -1.57% (-65.6K) YoY -2.49% (-105.0K)	All Managers (Combined)	$484.5M	1.0% ($484.5M/$46.6B)	QoQ +0.62% (-$3.0M) YoY -0.53% (-$2.6M)
(IJHcusip464287507)	8.1M	QoQ -1.72% (-143.3K) YoY -9.53% (-858.6K)	All Managers (Combined)	$475.1M	1.0% ($475.1M/$46.6B)	QoQ -7.97% (-$41.2M) YoY -13.09% (-$71.6M)
(cusip78463X152)✕	5.9M	QoQ -0.26% (-15.5K) YoY -5.91% (-373.6K)	All Managers (Combined)	$329.9M	0.7% ($329.9M/$46.6B)	QoQ +8.32% (-$25.4M) YoY -4.30% (-$14.8M)
(SPLGcusip78464A854)	5.0M	QoQ -0.72% (-36.5K) YoY -0.28% (-14.0K)	All Managers (Combined)	$327.3M	0.7% ($327.3M/$46.6B)	QoQ -5.30% (-$18.3M) YoY +6.57% (-$20.2M)
(VNQcusip922908553)	3.3M	QoQ -2.57% (-86.1K) YoY -5.78% (-200.3K)	All Managers (Combined)	$295.3M	0.6% ($295.3M/$46.6B)	QoQ -0.97% (-$2.9M) YoY -1.36% (-$4.1M)
(cusip92206C409)✕	3.0M	QoQ -3.52% (-109.6K) YoY +1.73% (+51.1K)	All Managers (Combined)	$236.9M	0.5% ($236.9M/$46.6B)	QoQ -2.37% (-$5.8M) YoY +3.87% (+$8.8M)
(cusip46436E502)✕	4.3M	QoQ -3.53% (-158.5K) YoY -17.58% (-922.3K)	All Managers (Combined)	$211.3M	0.5% ($211.3M/$46.6B)	QoQ -11.31% (-$27.0M) YoY -15.83% (-$39.8M)
(EFAcusip464287465)	1.5M	QoQ -6.13% (-96.1K) YoY -11.75% (-196.0K)	All Managers (Combined)	$120.2M	0.3% ($120.2M/$46.6B)	QoQ +1.46% (-$1.7M) YoY -9.68% (-$12.9M)
(SCHAcusip808524607)	5.1M	QoQ -0.03% (-1.7K) YoY +95.33% (-2.5M)	All Managers (Combined)	$119.5M	0.3% ($119.5M/$46.6B)	QoQ -9.42% (-$12.4M) YoY -7.05% (-$9.1M)
(cusip808524839)✕	4.9M	QoQ -2.51% (-127.4K) YoY +98.73% (+2.5M)	All Managers (Combined)	$114.5M	0.2% ($114.5M/$46.6B)	QoQ -0.53% (-$619.0K) YoY +0.05% (+$68.2K)
(IJKcusip464287606)	1.3M	QoQ -1.51% (-20.5K) YoY -14.14% (-219.8K)	All Managers (Combined)	$111.1M	0.2% ($111.1M/$46.6B)	QoQ -9.79% (-$12.1M) YoY -21.64% (-$30.7M)
(cusip78464A821)✕	1.3M	QoQ -2.76% (-38.4K) YoY -24.42% (-436.3K)	All Managers (Combined)	$107.3M	0.2% ($107.3M/$46.6B)	QoQ -11.08% (-$13.4M) YoY -31.20% (-$48.7M)
(cusip78464A201)✕	1.3M	QoQ -1.64% (-21.1K) YoY -6.95% (-94.8K)	All Managers (Combined)	$105.2M	0.2% ($105.2M/$46.6B)	QoQ -9.64% (-$11.2M) YoY -11.46% (-$13.6M)
(cusip78464A300)✕	1.3M	QoQ +0.27% (-3.6K) YoY -1.48% (-19.7K)	All Managers (Combined)	$102.6M	0.2% ($102.6M/$46.6B)	QoQ -9.89% (-$11.3M) YoY -6.91% (-$7.6M)
(DFACcusip25434V708)	3.1M	QoQ -5.01% (-162.7K) YoY +66.49% (+1.2M)	All Managers (Combined)	$101.8M	0.2% ($101.8M/$46.6B)	QoQ -9.40% (-$10.6M) YoY +71.90% (+$42.6M)
(cusip78464A839)✕	1.3M	QoQ -3.73% (-50.1K) YoY -24.24% (-413.0K)	All Managers (Combined)	$99.5M	0.2% ($99.5M/$46.6B)	QoQ -7.51% (-$8.1M) YoY -23.19% (-$30.0M)