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

Page 6 of 22

Sort by:

25434V658

Shares:319.9K

Value:$8.4M

% of Portfolio:0.0% ($8.4M/$46.6B)

25434V831

Shares:249.5K

Value:$8.3M

% of Portfolio:0.0% ($8.3M/$46.6B)

46429B267

Shares:343.2K

Value:$7.9M

% of Portfolio:0.0% ($7.9M/$46.6B)

464288588

Shares:82.1K

Value:$7.7M

% of Portfolio:0.0% ($7.7M/$46.6B)

46435G243

Shares:304.3K

Value:$7.6M

% of Portfolio:0.0% ($7.6M/$46.6B)

Tesla, Inc.

TSLA|88160R101

Shares:29.3K

Value:$7.6M

% of Portfolio:0.0% ($7.6M/$46.6B)

25434V500

Shares:123.9K

Value:$7.4M

% of Portfolio:0.0% ($7.4M/$46.6B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:30.0K

Value:$7.3M

% of Portfolio:0.0% ($7.3M/$46.6B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.6K

Value:$7.2M

% of Portfolio:0.0% ($7.2M/$46.6B)

46429B333

Shares:163.8K

Value:$7.2M

% of Portfolio:0.0% ($7.2M/$46.6B)

922908629

VO|922908629

Shares:26.6K

Value:$6.9M

% of Portfolio:0.0% ($6.9M/$46.6B)

46435G193

Shares:295.7K

Value:$6.8M

% of Portfolio:0.0% ($6.8M/$46.6B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:238.5K

Value:$6.8M

% of Portfolio:0.0% ($6.8M/$46.6B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:79.4K

Value:$6.7M

% of Portfolio:0.0% ($6.7M/$46.6B)

25434V401

Shares:108.7K

Value:$6.6M

% of Portfolio:0.0% ($6.6M/$46.6B)

464287622

IWB|464287622

Shares:21.2K

Value:$6.5M

% of Portfolio:0.0% ($6.5M/$46.6B)

233051150

Shares:125.9K

Value:$6.3M

% of Portfolio:0.0% ($6.3M/$46.6B)

46434V100

Shares:121.8K

Value:$6.1M

% of Portfolio:0.0% ($6.1M/$46.6B)

61774R403

Shares:104.3K

Value:$5.9M

% of Portfolio:0.0% ($5.9M/$46.6B)

46436E833

Shares:264.8K

Value:$5.9M

% of Portfolio:0.0% ($5.9M/$46.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V658)✕	319.9K	QoQ +0.89% (+2.8K) YoY -35.87% (-179.0K)	All Managers (Combined)	$8.4M	0.0% ($8.4M/$46.6B)	QoQ +3.73% (+$302.8K) YoY -34.04% (-$4.3M)
(cusip25434V831)✕	249.5K	QoQ -0.38% (-959) YoY -10.93% (-30.6K)	All Managers (Combined)	$8.3M	0.0% ($8.3M/$46.6B)	QoQ -2.30% (-$194.9K) YoY -6.62% (-$586.9K)
(cusip46429B267)✕	343.2K	QoQ -59.52% (-504.7K) YoY +25.49% (+69.7K)	All Managers (Combined)	$7.9M	0.0% ($7.9M/$46.6B)	QoQ -59.51% (-$11.6M) YoY +26.67% (+$1.7M)
(cusip464288588)✕	82.1K	QoQ +130.40% (+46.5K) YoY +1114.91% (+75.3K)	All Managers (Combined)	$7.7M	0.0% ($7.7M/$46.6B)	QoQ +135.69% (+$4.4M) YoY +1132.95% (+$7.1M)
(cusip46435G243)✕	304.3K	QoQ +3.19% (+9.4K) YoY +76.06% (+131.5K)	All Managers (Combined)	$7.6M	0.0% ($7.6M/$46.6B)	QoQ +4.39% (+$320.4K) YoY +79.72% (+$3.4M)
Tesla, Inc.(TSLAcusip88160R101)	29.3K	QoQ -2.38% (-714) YoY +19.18% (+4.7K)	All Managers (Combined)	$7.6M	0.0% ($7.6M/$46.6B)	QoQ -37.35% (-$4.5M) YoY +75.70% (+$3.3M)
(cusip25434V500)✕	123.9K	QoQ -6.49% (-8.6K) YoY NEW(+123.9K)	All Managers (Combined)	$7.4M	0.0% ($7.4M/$46.6B)	QoQ -14.14% (-$1.2M) YoY NEW(+$7.4M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	30.0K	QoQ -11.10% (-3.8K) YoY +74.42% (+12.8K)	All Managers (Combined)	$7.3M	0.0% ($7.3M/$46.6B)	QoQ +2.13% (-$153.1K) YoY +106.65% (+$3.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.6K	QoQ -4.10% (-582) YoY +14.90% (+1.8K)	All Managers (Combined)	$7.2M	0.0% ($7.2M/$46.6B)	QoQ +12.65% (-$812.4K) YoY +45.49% (+$2.3M)
(cusip46429B333)✕	163.8K	QoQ -11.51% (-21.3K) YoY -35.96% (-92.0K)	All Managers (Combined)	$7.2M	0.0% ($7.2M/$46.6B)	QoQ -9.51% (-$756.0K) YoY -35.20% (-$3.9M)
(VOcusip922908629)	26.6K	QoQ -2.07% (-564) YoY +3.37% (+867)	All Managers (Combined)	$6.9M	0.0% ($6.9M/$46.6B)	QoQ -4.11% (-$294.7K) YoY +7.00% (+$449.9K)
(cusip46435G193)✕	295.7K	QoQ +2.63% (+7.6K) YoY +15.84% (+40.5K)	All Managers (Combined)	$6.8M	0.0% ($6.8M/$46.6B)	QoQ +4.16% (+$272.9K) YoY +16.19% (+$950.4K)
KINDER MORGAN, INC.(KMIcusip49456B101)	238.5K	QoQ -9.07% (-23.8K) YoY -10.73% (-28.7K)	All Managers (Combined)	$6.8M	0.0% ($6.8M/$46.6B)	QoQ -5.31% (-$382.2K) YoY +38.86% (-$1.9M)
Palantir Technologies Inc.(PLTRcusip69608A108)	79.4K	QoQ -9.41% (-8.3K) YoY NEW(+79.4K)	All Managers (Combined)	$6.7M	0.0% ($6.7M/$46.6B)	QoQ +1.08% (-$72.1K) YoY NEW(+$6.7M)
(cusip25434V401)✕	108.7K	QoQ +2.13% (-2.3K) YoY -5.59% (-6.4K)	All Managers (Combined)	$6.6M	0.0% ($6.6M/$46.6B)	QoQ -3.10% (-$210.6K) YoY +0.20% (-$13.2K)
(IWBcusip464287622)	21.2K	QoQ -1.48% (-319) YoY +43.51% (+6.4K)	All Managers (Combined)	$6.5M	0.0% ($6.5M/$46.6B)	QoQ -6.20% (-$429.6K) YoY +52.83% (+$2.2M)
(cusip233051150)✕	125.9K	QoQ +2.82% (-3.5K) YoY -2.73% (-3.5K)	All Managers (Combined)	$6.3M	0.0% ($6.3M/$46.6B)	QoQ -4.04% (-$267.1K) YoY -0.73% (-$47.1K)
(cusip46434V100)✕	121.8K	QoQ -5.71% (-7.4K) YoY -8.96% (-12.0K)	All Managers (Combined)	$6.1M	0.0% ($6.1M/$46.6B)	QoQ -4.69% (-$301.5K) YoY -7.00% (-$461.1K)
(cusip61774R403)✕	104.3K	QoQ +3.44% (-3.5K) YoY +8.64% (+8.3K)	All Managers (Combined)	$5.9M	0.0% ($5.9M/$46.6B)	QoQ -1.23% (-$74.1K) YoY +6.47% (+$360.1K)
(cusip46436E833)✕	264.8K	QoQ +71.12% (+110.1K) YoY +139.74% (+154.4K)	All Managers (Combined)	$5.9M	0.0% ($5.9M/$46.6B)	QoQ +73.83% (+$2.5M) YoY +143.19% (+$3.5M)