$38.1 Billion is the total value of Financial Engines Advisors L.L.C.'s 277 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 15.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPMB | Buy | SPDR PORTFOLIO MORTGAGE BACKetp | $3,291,985,844 | +0.0% | 158,268,550 | +5.4% | 8.65% | +3.7% |
| SPYV | Buy | SPDR PORT S&P 500 VALUEetp | $3,031,943,497 | -2.5% | 73,483,846 | +2.1% | 7.97% | +1.0% |
| VUG | Sell | VANGUARD GROWTH ETFetp | $2,754,784,178 | -6.8% | 10,116,352 | -3.2% | 7.24% | -3.4% |
| SCHF | Buy | SCHWAB INTL EQUITY ETFetp | $2,543,035,491 | -3.6% | 74,883,259 | +1.2% | 6.68% | -0.1% |
| IGIB | Buy | ISHARES 5-10Y INV GRADE CORPetp | $2,285,438,498 | +2.2% | 46,977,153 | +6.3% | 6.01% | +6.0% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORetp | $1,752,123,267 | +0.1% | 56,501,879 | +5.1% | 4.60% | +3.8% |
| XT | Sell | ISHARES EXPONENTIAL TECH ETFetp | $1,745,884,183 | -6.3% | 33,439,651 | -0.2% | 4.59% | -2.8% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE Eetp | $1,558,654,697 | -4.2% | 10,200,291 | -1.0% | 4.10% | -0.7% |
| SCHM | Buy | SCHWAB US MID CAP ETFetp | $1,386,937,210 | +4.0% | 20,492,571 | +9.1% | 3.64% | +7.8% |
| SPYG | Buy | SPDR PORTFOLIO S&P 500 GROWTetp | $1,314,846,293 | -2.0% | 22,180,268 | +0.8% | 3.46% | +1.5% |
| SCHV | Sell | SCHWAB US LARGE-CAP VALUEetp | $1,278,713,635 | -4.7% | 19,837,320 | -0.8% | 3.36% | -1.2% |
| KOMP | Buy | SPDR S&P KENSHO NEW ECONOMIEetp | $1,277,681,070 | -9.5% | 32,260,294 | +1.9% | 3.36% | -6.2% |
| LQD | Buy | ISHARES IBOXX INVESTMENT GRAetp | $1,084,270,273 | -4.4% | 10,628,017 | +1.3% | 2.85% | -0.9% |
| SCHK | Buy | SCHWAB 1000 INDEX ETFetp | $1,023,720,894 | -0.3% | 24,787,431 | +3.3% | 2.69% | +3.3% |
| SCHG | Sell | SCHWAB U.S. LARGE-CAP GROWTHetp | $930,732,842 | -14.1% | 12,798,856 | -11.5% | 2.45% | -11.0% |
| SPTL | Buy | SPDR PORT LNG TRM TRSRYetp | $880,608,358 | -5.3% | 33,675,272 | +8.3% | 2.31% | -1.9% |
| SCHH | Buy | SCHWAB US REIT ETFetp | $840,604,096 | -5.3% | 47,357,977 | +4.2% | 2.21% | -1.8% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALLetp | $760,778,965 | -0.7% | 20,617,316 | +4.5% | 2.00% | +2.9% |
| SPTI | Buy | SPDR PORT INT TREASURY TERMetp | $758,847,252 | +10.4% | 27,564,375 | +13.4% | 1.99% | +14.4% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKEetp | $757,221,633 | -1.5% | 19,311,951 | +2.2% | 1.99% | +2.1% |
| IJR | Buy | ISHARES CORE S&P SMALL-CAP Eetp | $712,103,454 | -2.2% | 7,512,660 | +2.8% | 1.87% | +1.4% |
| IGOV | Sell | ISHARES INTERNATIONAL TREASUetp | $554,627,368 | -18.0% | 14,921,371 | -12.6% | 1.46% | -14.9% |
| SPEM | Buy | SPDR PORTFOLIO EMERGING MARKetp | $535,685,399 | +4.4% | 15,957,265 | +6.9% | 1.41% | +8.2% |
| IEI | Buy | ISHARES 3-7 YEAR TREASURY BOetp | $479,236,794 | +0.9% | 4,235,037 | +2.8% | 1.26% | +4.6% |
| IJH | Sell | ISHARES CORE S&P MIDCAP ETFetp | $476,699,087 | -5.1% | 1,903,090 | -0.9% | 1.25% | -1.6% |
| SCHE | Sell | SCHWAB EMERGING MARKETS EQUIetp | $466,809,113 | -3.2% | 19,499,128 | -0.5% | 1.23% | +0.3% |
| NANR | Sell | SPDR S&P NORTH AMERICAN NATUetp | $325,320,505 | +1.6% | 6,144,928 | -1.1% | 0.86% | +5.3% |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetp | $265,272,021 | -9.1% | 3,473,024 | +0.6% | 0.70% | -5.8% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFetp | $252,222,867 | -4.5% | 5,018,362 | -1.0% | 0.66% | -1.0% |
| VCSH | Sell | VANGUARD S/T CORP BOND ETFetp | $227,570,976 | -0.7% | 3,028,223 | -0.0% | 0.60% | +2.9% |
| TECB | Sell | ISHARES US TECH BREAKTHROUGHetp | $222,981,832 | -32.4% | 6,096,896 | -30.1% | 0.59% | -30.0% |
| MDYG | Buy | SPDR S&P 400 MID CAPGROWTH Eetp | $127,002,238 | +8.0% | 1,836,885 | +11.9% | 0.33% | +12.1% |
| IJK | Sell | ISHARES S&P MID-CAP 400 GROWetp | $120,366,423 | -5.7% | 1,660,170 | -2.5% | 0.32% | -2.5% |
| EFA | Sell | ISHARES MSCI EAFE ETFetp | $114,749,547 | -6.7% | 1,664,967 | -1.8% | 0.30% | -3.2% |
| SCHZ | Buy | SCHWAB US AGGREGATE BOND ETFetp | $114,393,588 | +0.7% | 2,586,335 | +5.1% | 0.30% | +4.5% |
| MDYV | Buy | SPDR S&P 400 MID CAP VALUE Eetp | $111,785,577 | +11.3% | 1,723,490 | +18.0% | 0.29% | +15.3% |
| SCHA | Sell | SCHWAB US SMALL-CAP ETFetp | $110,847,734 | -7.0% | 2,676,189 | -1.6% | 0.29% | -3.6% |
| SLYG | Sell | SPDR S&P 600 SMALL CAP GROWTetp | $103,462,979 | -5.5% | 1,412,078 | -0.8% | 0.27% | -2.2% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUEetp | $97,229,992 | -6.7% | 1,343,512 | -0.5% | 0.26% | -3.0% |
| IJJ | Sell | ISHARES S&P MID-CAP 400 VALUetp | $80,967,443 | -7.4% | 797,679 | -2.3% | 0.21% | -4.1% |
| VTI | Sell | VANGUARD TOTAL STOCK MKT ETFetp | $79,372,974 | -4.7% | 373,678 | -1.2% | 0.21% | -0.9% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTHetp | $73,322,424 | -9.3% | 326,452 | -2.1% | 0.19% | -5.9% |
| EFAV | Sell | ISHARES MSCI EAFE MIN VOL FAetp | $65,466,639 | -6.0% | 1,003,782 | -2.7% | 0.17% | -2.8% |
| VMBS | Buy | VANGUARD MORTGAGE-BACKED SECetp | $58,743,761 | +25.7% | 1,341,794 | +32.1% | 0.15% | +30.5% |
| BND | Buy | VANGUARD TOTAL BOND MARKETetp | $57,540,393 | -1.3% | 824,597 | +2.8% | 0.15% | +2.0% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND Eetp | $48,769,116 | -4.1% | 475,611 | -0.2% | 0.13% | -0.8% |
| VEA | Sell | VANGUARD FTSE DEVELOPED ETFetp | $48,353,556 | -11.8% | 1,105,983 | -6.9% | 0.13% | -8.6% |
| IVE | Sell | ISHARES S&P 500 VALUE ETFetp | $47,213,324 | -9.8% | 305,232 | -6.0% | 0.12% | -6.8% |
| SPHD | Sell | INVESCO S&P 500 HIGH DIVIDENetp | $43,424,543 | -7.1% | 1,108,052 | -2.0% | 0.11% | -4.2% |
| LVHD | Sell | FRANKLIN U.S. LOW VOLATILITYetp | $40,408,477 | -9.1% | 1,192,694 | -1.6% | 0.11% | -6.2% |
| VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetp | $35,734,283 | -14.3% | 742,916 | -10.5% | 0.09% | -11.3% |
| SHM | Sell | SPDR NUVEEN BLOOMBERG SHORTetp | $35,338,954 | -3.9% | 764,416 | -2.2% | 0.09% | 0.0% |
| TFI | Sell | SPDR NUVEEN BLOOMBERG MUNICIetp | $34,427,480 | -8.2% | 787,814 | -3.0% | 0.09% | -5.3% |
| IEFA | Sell | ISHARES CORE MSCI EAFE ETFetp | $31,386,842 | -8.5% | 487,752 | -4.0% | 0.08% | -5.7% |
| IVW | Sell | ISHARES S&P 500 GROWTH ETFetp | $30,866,652 | -8.5% | 449,670 | -6.1% | 0.08% | -5.8% |
| SHV | Sell | ISHARES SHORT TREASURY BONDetp | $21,685,757 | -5.8% | 196,304 | -5.8% | 0.06% | -1.7% |
| SPIB | Sell | SPDR PORT INT CORP BOND ETFetp | $17,888,697 | -34.1% | 568,798 | -32.8% | 0.05% | -31.9% |
| ODFL | Buy | OLD DOMINION FREIGHT LINE | $16,888,155 | +11.6% | 41,277 | +0.9% | 0.04% | +15.8% |
| SCHP | Sell | SCHWAB U.S. TIPS ETFetp | $16,278,322 | -4.1% | 322,407 | -0.4% | 0.04% | 0.0% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetp | $15,550,396 | -11.1% | 36,244 | -7.8% | 0.04% | -6.8% |
| AAPL | Sell | APPLE INC | $14,483,444 | -22.4% | 84,595 | -12.1% | 0.04% | -19.1% |
| AGG | Sell | ISHARES CORE U.S. AGGREGATEetp | $14,305,057 | -39.8% | 152,117 | -37.3% | 0.04% | -36.7% |
| DFAC | Sell | DIMENSIONAL US CORE EQUITY 2etp | $13,991,625 | -4.4% | 534,031 | -0.9% | 0.04% | 0.0% |
| IEMG | Sell | ISHARES CORE MSCI EMERGINGetp | $13,442,755 | -5.8% | 282,470 | -2.4% | 0.04% | -2.8% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTHetp | $13,028,889 | -9.5% | 48,891 | -6.6% | 0.03% | -8.1% |
| ICSH | Buy | BLACKROCK ULTRA SHORT-TERM Betp | $12,442,637 | +747.6% | 246,976 | +746.3% | 0.03% | +725.0% |
| ABBV | Sell | ABBVIE INC | $12,587,064 | +2.5% | 84,431 | -7.3% | 0.03% | +6.5% |
| MSFT | Buy | MICROSOFT CORP | $12,384,756 | +1.3% | 39,223 | +9.2% | 0.03% | +6.5% |
| VTV | Sell | VANGUARD VALUE ETFetp | $11,430,298 | -9.2% | 82,870 | -6.4% | 0.03% | -6.2% |
| GOOGL | Sell | ALPHABET INC-CL A | $11,190,397 | +7.5% | 85,514 | -1.7% | 0.03% | +11.5% |
| Buy | DIMENSIONAL WORLD EX US COREetp | $10,503,290 | -2.7% | 466,398 | +0.7% | 0.03% | +3.7% | |
| BWX | Sell | SPDR BLOOMBERG INT TREASURYetp | $10,407,239 | -47.1% | 489,983 | -43.8% | 0.03% | -46.0% |
| BK | Buy | BANK OF NEW YORK MELLON CORP | $9,523,847 | -2.4% | 223,114 | +1.8% | 0.02% | 0.0% |
| QQQ | Sell | INVESCO QQQ TRUST SERIES 1etp | $9,526,982 | -11.6% | 26,553 | -8.8% | 0.02% | -7.4% |
| ESGD | Buy | ISHARES TRUST ISHARES ESG AWetp | $7,730,117 | +5.9% | 111,820 | +11.7% | 0.02% | +5.3% |
| AMZN | Sell | AMAZON.COM INC | $7,405,531 | -2.6% | 58,256 | -0.2% | 0.02% | 0.0% |
| SLQD | Sell | ISHARES 0-5 YR INV GRD CORPetp | $7,389,586 | -2.1% | 153,966 | -1.7% | 0.02% | 0.0% |
| VO | Sell | VANGUARD MID-CAP ETFetp | $6,715,657 | -20.3% | 32,250 | -15.7% | 0.02% | -14.3% |
| IWB | Sell | ISHARES RUSSELL 1000 ETFetp | $6,289,389 | -7.7% | 26,660 | -4.6% | 0.02% | 0.0% |
| SPBO | Buy | SPDR PORTFOLIO CORPORATE BONetp | $6,306,265 | +26.4% | 228,654 | +32.3% | 0.02% | +30.8% |
| VB | Sell | VANGUARD SMALL-CAP ETFetp | $6,483,603 | -6.8% | 34,292 | -1.9% | 0.02% | -5.6% |
| BA | Sell | BOEING CO/THE | $6,412,163 | -13.6% | 33,452 | -4.8% | 0.02% | -10.5% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetp | $5,461,415 | +45.8% | 12,663 | +50.7% | 0.01% | +55.6% |
| TSLA | Sell | TESLA INC | $5,380,960 | -17.7% | 21,505 | -13.9% | 0.01% | -17.6% |
| Sell | DIMENSIONAL US MARKETWIDE VAetp | $5,090,091 | -2.4% | 149,621 | -1.0% | 0.01% | 0.0% | |
| FB | Buy | META PLATFORMS INC-CLASS A | $4,474,308 | +15.9% | 14,904 | +10.8% | 0.01% | +20.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRSTetp | $4,392,202 | -18.5% | 9,585 | -14.5% | 0.01% | -14.3% |
| IWP | Sell | ISHARES RUSSELL MID-CAP GROWetp | $4,089,378 | -12.2% | 44,678 | -7.3% | 0.01% | -8.3% |
| USSG | Buy | XTRACKERS MSCI USA ESG LDRSetp | $4,111,303 | +5.6% | 103,664 | +8.2% | 0.01% | +10.0% |
| KMI | Sell | KINDER MORGAN INC | $4,322,750 | -5.0% | 259,835 | -1.7% | 0.01% | -8.3% |
| FREL | Sell | FIDELITY REAL ESTATE ETFetp | $4,139,170 | -11.7% | 181,942 | -2.6% | 0.01% | -8.3% |
| EW | New | EDWARDS LIFESCIENCES CORP | $4,226,041 | – | 60,999 | +100.0% | 0.01% | – |
| NVDA | Sell | NVIDIA CORP | $3,810,667 | -1.5% | 8,760 | -4.3% | 0.01% | 0.0% |
| GOVT | Sell | ISHARES US TREASURY BOND ETFetp | $3,746,557 | -79.7% | 169,989 | -78.9% | 0.01% | -78.7% |
| SUSC | Buy | ISHARES ESG AWARE USD CORPORetp | $3,920,176 | +9.2% | 180,155 | +14.1% | 0.01% | +11.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC-CL B | $3,575,156 | +2.2% | 10,206 | -0.6% | 0.01% | 0.0% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC | $3,459,847 | -8.8% | 16,557 | +2.8% | 0.01% | -10.0% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFetp | $3,236,495 | -10.6% | 18,232 | -5.7% | 0.01% | 0.0% |
| GOOG | Sell | ALPHABET INC-CL C | $3,282,613 | -0.5% | 24,897 | -8.7% | 0.01% | +12.5% |
| ESGV | Buy | VANGUARD ESG US STOCK ETFetp | $3,500,307 | +4.1% | 46,534 | +8.4% | 0.01% | 0.0% |
| GNMA | Sell | ISHARES GNMA BOND ETFetp | $3,323,843 | -85.6% | 79,556 | -84.9% | 0.01% | -84.7% |
| XLK | Sell | TECHNOLOGY SELECT SECT SPDRetp | $3,315,091 | -23.1% | 20,223 | -18.4% | 0.01% | -18.2% |
| SUSB | Buy | ISHARES ESG AWARE 1-5 YEAR Uetp | $3,043,590 | +13.6% | 128,043 | +14.3% | 0.01% | +14.3% |
| MUNI | Buy | PIMCO INTERMEDIATE MUNICIPALetp | $3,215,870 | +0.1% | 64,227 | +3.6% | 0.01% | 0.0% |
| EFIV | Buy | SPDR S&P 500 ESG ETFetp | $3,221,865 | +4.3% | 77,651 | +8.2% | 0.01% | 0.0% |
| SCHX | Buy | SCHWAB US LARGE-CAP ETFetp | $3,047,419 | -2.3% | 60,226 | +1.1% | 0.01% | 0.0% |
| MMC | Sell | MARSH & MCLENNAN COS | $2,932,876 | -23.2% | 3,615 | -82.2% | 0.01% | -20.0% |
| ESML | Buy | ISHARES ESG AWARE MSCI USA Setp | $3,206,046 | +5.9% | 94,966 | +11.4% | 0.01% | 0.0% |
| VIG | Buy | VANGUARD DIVIDEND APPREC ETFetp | $3,099,100 | -0.4% | 19,851 | +4.1% | 0.01% | 0.0% |
| IJT | Sell | ISHARES S&P SMALL-CAP 600 GRetp | $2,594,893 | -6.1% | 23,573 | -2.0% | 0.01% | 0.0% |
| ABT | Sell | ABBOTT LABORATORIES | $2,713,214 | -17.3% | 27,872 | -7.4% | 0.01% | -12.5% |
| LEGR | Buy | FIRST TRUST INDXX INNOVATIVEetp | $2,674,660 | -0.1% | 72,484 | +4.1% | 0.01% | 0.0% |
| XLI | Sell | INDUSTRIAL SELECT SECT SPDRetp | $2,567,547 | -29.3% | 25,326 | -25.1% | 0.01% | -22.2% |
| BIL | Sell | SPDR BLOOMBERG 1-3 MONTH T-Betp | $2,479,045 | -19.9% | 26,999 | -19.9% | 0.01% | -12.5% |
| DFUS | Sell | DIMENSIONAL US EQUITY ETFetp | $2,483,660 | -5.9% | 53,355 | -2.7% | 0.01% | 0.0% |
| IJS | Sell | ISHARES S&P SMALL-CAP 600 VAetp | $2,442,943 | -7.1% | 27,222 | -1.6% | 0.01% | -14.3% |
| NFLX | Buy | NETFLIX INC | $2,247,475 | -13.5% | 5,952 | +0.9% | 0.01% | -14.3% |
| OLN | Sell | OLIN CORP | $2,316,384 | -3.9% | 46,346 | -1.2% | 0.01% | 0.0% |
| VSAT | Sell | VIASAT INC | $2,185,554 | -64.3% | 118,394 | -20.2% | 0.01% | -62.5% |
| VOT | Sell | VANGUARD MID-CAP GROWTH ETFetp | $2,249,983 | -6.5% | 11,552 | -1.2% | 0.01% | 0.0% |
| GRNB | Buy | VANECK GREEN BOND ETFetp | $2,102,456 | +6.3% | 92,743 | +9.2% | 0.01% | +20.0% |
| VFH | Sell | VANGUARD FINANCIALS ETFetp | $2,113,416 | -20.0% | 26,148 | -19.1% | 0.01% | -14.3% |
| HACK | Buy | ETFMG PRIME CYBER SECURITY Eetp | $2,353,734 | +6.1% | 45,615 | +4.0% | 0.01% | 0.0% |
| EEMX | Buy | SPDR MSCI EM FSL FL RSV FREEetp | $2,420,813 | +17.2% | 83,499 | +22.4% | 0.01% | +20.0% |
| PSX | New | PHILLIPS 66 | $2,400,957 | – | 19,983 | +100.0% | 0.01% | – |
| CWI | Sell | SPDR MSCI ACWI EX-USetp | $1,743,769 | -5.1% | 70,059 | -0.4% | 0.01% | 0.0% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $2,031,664 | +1.7% | 8,414 | -7.0% | 0.01% | 0.0% |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM Betp | $1,727,302 | -86.4% | 23,887 | -85.9% | 0.01% | -84.4% |
| VBK | Sell | VANGUARD SMALL-CAP GRWTH ETFetp | $1,949,067 | -13.4% | 9,100 | -7.1% | 0.01% | -16.7% |
| IWS | Buy | ISHARES RUSSELL MID-CAP VALUetp | $1,767,214 | -0.5% | 16,843 | +4.1% | 0.01% | 0.0% |
| IWR | Sell | ISHARES RUSSELL MID-CAP ETFetp | $1,755,049 | -28.6% | 25,247 | -25.0% | 0.01% | -16.7% |
| IUSV | Sell | ISHARES CORE S&P U.S. VALUEetp | $1,780,410 | -5.0% | 23,719 | -0.9% | 0.01% | 0.0% |
| CVX | Sell | CHEVRON CORP | $1,765,635 | -5.8% | 9,650 | -19.0% | 0.01% | 0.0% |
| IPAY | Buy | ETFMG PRIME MOBILE PAYMENTSetp | $1,864,249 | -2.5% | 47,679 | +6.4% | 0.01% | 0.0% |
| BOTZ | Buy | GLOBAL X ROBOTICS & ARTIFICIetp | $1,925,663 | -9.4% | 77,899 | +5.5% | 0.01% | 0.0% |
| SPMD | Buy | SPDR PORTFOLIO S&P 400 MID Cetp | $1,754,797 | +46.9% | 40,073 | +53.9% | 0.01% | +66.7% |
| RY | Buy | ROYAL BANK OF CANADA | $1,540,434 | +47.5% | 17,617 | +61.1% | 0.00% | +33.3% |
| HD | Buy | HOME DEPOT INC | $1,647,286 | +4.1% | 5,452 | +7.0% | 0.00% | 0.0% |
| XOM | Buy | EXXON MOBIL CORP | $1,495,490 | +22.9% | 12,719 | +12.1% | 0.00% | +33.3% |
| QLD | PROSHARES ULTRA QQQetp | $1,346,453 | -7.5% | 22,619 | 0.0% | 0.00% | 0.0% | |
| EFV | Sell | ISHARES MSCI EAFE VALUE ETFetp | $1,544,671 | -1.5% | 31,569 | -1.4% | 0.00% | 0.0% |
| Buy | SCHWAB CRYPTO THEMATIC ETFetp | $1,443,009 | -10.3% | 74,451 | +3.7% | 0.00% | 0.0% | |
| BLCN | Buy | SIREN NEXGEN ECONOMY ETFetp | $1,372,009 | -8.2% | 72,249 | +4.2% | 0.00% | 0.0% |
| Buy | PROSHARES BITCOIN STRAT ETFetp | $1,373,286 | -9.7% | 99,441 | +11.1% | 0.00% | 0.0% | |
| SUB | Sell | ISHARES SHORT-TERM NATIONALetp | $1,460,201 | -22.3% | 14,196 | -21.4% | 0.00% | -20.0% |
| Buy | GLOBAL X BLOCKCHAIN ETFetp | $1,627,156 | -22.6% | 69,835 | +3.1% | 0.00% | -20.0% | |
| SON | Buy | SONOCO PRODUCTS CO | $1,500,076 | +70.1% | 27,600 | +84.8% | 0.00% | +100.0% |
| SBUX | Buy | STARBUCKS CORP | $1,392,885 | +0.5% | 15,261 | +9.1% | 0.00% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,362,229 | +9.1% | 2,702 | +4.0% | 0.00% | +33.3% |
| MDU | Sell | MDU RESOURCES GROUP INC | $1,690,623 | -37.2% | 32,128 | -75.0% | 0.00% | -42.9% |
| EEM | Sell | ISHARES MSCI EMERGING MARKETetp | $1,388,094 | -13.5% | 36,577 | -9.8% | 0.00% | 0.0% |
| DVA | Sell | DAVITA INC | $1,532,425 | -6.2% | 16,211 | -0.3% | 0.00% | 0.0% |
| TIP | Buy | ISHARES TIPS BOND ETFetp | $1,419,010 | -1.6% | 13,681 | +2.1% | 0.00% | 0.0% |
| CRM | Buy | SALESFORCE INC | $1,647,993 | -3.2% | 8,127 | +0.9% | 0.00% | 0.0% |
| T | Buy | AT&T INC | $1,130,270 | +41.9% | 75,251 | +50.6% | 0.00% | +50.0% |
| HDV | ISHARES CORE HIGH DIVIDEND Eetp | $1,059,461 | -0.8% | 10,598 | 0.0% | 0.00% | 0.0% | |
| BLOK | Buy | AMPLIFY TRANSFOR DATA SHARINetp | $1,237,494 | -11.4% | 62,092 | +1.1% | 0.00% | -25.0% |
| CRS | Sell | CARPENTER TECHNOLOGY | $1,093,740 | +16.5% | 16,273 | -2.7% | 0.00% | +50.0% |
| AMCR | Sell | AMCOR PLC | $1,285,948 | -11.0% | 140,387 | -3.0% | 0.00% | -25.0% |
| DON | Sell | WISDOMTREE US MIDCAP DIVIDENetp | $1,264,435 | -5.1% | 30,870 | -2.5% | 0.00% | 0.0% |
| ITOT | Buy | ISHARES CORE S&P TOTAL U.S.etp | $953,675 | +7.9% | 10,079 | +11.5% | 0.00% | +50.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $973,934 | -9.4% | 30,050 | +3.9% | 0.00% | 0.0% |
| VV | Buy | VANGUARD LARGE-CAP ETFetp | $989,427 | +74.9% | 5,056 | +81.2% | 0.00% | +200.0% |
| BSV | Sell | VANGUARD SHORT-TERM BOND ETFetp | $1,221,674 | -7.7% | 16,252 | -7.3% | 0.00% | 0.0% |
| SPIP | Buy | SPDR PORTFOLIO TIPS ETFetp | $1,143,286 | +11.1% | 46,026 | +15.5% | 0.00% | 0.0% |
| SCHC | Sell | SCHWAB INTL SMALL-CAP EQUITYetp | $1,135,071 | -4.5% | 35,196 | -0.0% | 0.00% | 0.0% |
| GGG | Buy | GRACO INC | $1,020,586 | +55.5% | 10,109 | +33.0% | 0.00% | +50.0% |
| SCHR | Sell | SCHWAB INTERMEDIATE-TERM USetp | $1,191,889 | -60.9% | 24,862 | -59.8% | 0.00% | -62.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,316,278 | -11.0% | 8,451 | -5.4% | 0.00% | -25.0% |
| VBR | Sell | VANGUARD SMALL-CAP VALUE ETFetp | $893,303 | -9.7% | 5,601 | -6.4% | 0.00% | -33.3% |
| VOE | Buy | VANGUARD MID-CAP VALUE ETFetp | $881,623 | -4.9% | 6,732 | +0.5% | 0.00% | 0.0% |
| VOO | Buy | VANGUARD S&P 500 ETFetp | $795,487 | +23.0% | 2,018 | +27.6% | 0.00% | 0.0% |
| ORLY | Sell | O'REILLY AUTOMOTIVE INC | $871,364 | -48.6% | 934 | -47.4% | 0.00% | -50.0% |
| VYM | Sell | VANGUARD HIGH DVD YIELD ETFetp | $611,950 | -3.6% | 5,923 | -1.0% | 0.00% | 0.0% |
| Sell | HF SINCLAIR CORP | $668,034 | +18.2% | 11,734 | -7.4% | 0.00% | +100.0% | |
| BLV | Sell | VANGUARD LONG-TERM BOND ETFetp | $575,978 | -84.8% | 8,589 | -83.0% | 0.00% | -80.0% |
| SPHQ | Sell | INVESCO S&P 500 QUALITY ETFetp | $735,588 | -0.9% | 14,700 | -0.1% | 0.00% | 0.0% |
| JWN | Sell | NORDSTROM INC | $607,926 | -31.3% | 40,691 | -5.8% | 0.00% | 0.0% |
| SYY | Sell | SYSCO CORP | $637,480 | -13.1% | 9,651 | -2.3% | 0.00% | 0.0% |
| NEE | Buy | NEXTERA ENERGY INC | $576,792 | +80.7% | 10,068 | +134.1% | 0.00% | +100.0% |
| IBM | Buy | INTL BUSINESS MACHINES CORP | $706,212 | +24.4% | 5,034 | +18.7% | 0.00% | +100.0% |
| SHY | Sell | ISHARES 1-3 YEAR TREASURY BOetp | $608,049 | -0.8% | 7,510 | -0.7% | 0.00% | 0.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $846,667 | +102.7% | 5,838 | +103.3% | 0.00% | +100.0% |
| ACWI | Buy | ISHARES MSCI ACWI ETFetp | $593,847 | +8.3% | 6,429 | +12.5% | 0.00% | +100.0% |
| IAS | New | INTEGRAL AD SCIENCE HOLDING | $695,672 | – | 58,509 | +100.0% | 0.00% | – |
| LOW | Buy | LOWE'S COS INC | $580,420 | +123.4% | 2,793 | +142.7% | 0.00% | +100.0% |
| XLB | Sell | MATERIALS SELECT SECTOR SPDRetp | $622,410 | -8.5% | 7,924 | -3.5% | 0.00% | 0.0% |
| SCHD | Buy | SCHWAB US DVD EQUITY ETFetp | $839,680 | +8.6% | 11,867 | +11.4% | 0.00% | 0.0% |
| AMGN | Buy | AMGEN INC | $936,033 | +79.7% | 3,483 | +48.5% | 0.00% | +100.0% |
| SCHO | Sell | SCHWAB SHORT-TERM US TREASetp | $757,746 | -68.7% | 15,823 | -68.6% | 0.00% | -66.7% |
| COST | Sell | COSTCO WHOLESALE CORP | $918,060 | -4.5% | 1,625 | -9.0% | 0.00% | 0.0% |
| FUL | Buy | H.B. FULLER CO. | $730,946 | +80.6% | 10,654 | +88.3% | 0.00% | +100.0% |
| DEM | WISDOMTREE EMERGING MARKETSetp | $596,157 | -2.1% | 15,906 | 0.0% | 0.00% | 0.0% | |
| PBD | Sell | INVESCO GLOBAL CLEAN ENERGYetp | $729,030 | -19.6% | 47,395 | -1.2% | 0.00% | 0.0% |
| PEP | Buy | PEPSICO INC | $929,462 | -1.6% | 5,485 | +7.5% | 0.00% | 0.0% |
| OVV | Sell | OVINTIV INC | $749,701 | -9.4% | 15,760 | -27.5% | 0.00% | 0.0% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTHetp | $924,785 | -13.7% | 18,526 | -10.9% | 0.00% | -33.3% |
| V | Buy | VISA INC-CLASS A SHARES | $401,788 | -0.4% | 1,747 | +2.8% | 0.00% | 0.0% |
| ADBE | Sell | ADOBE INC | $239,653 | +4.1% | 470 | -0.2% | 0.00% | 0.0% |
| AMAT | New | APPLIED MATERIALS INC | $320,069 | – | 2,312 | +100.0% | 0.00% | – |
| ASB | ASSOCIATED BANC-CORP | $334,297 | +5.4% | 19,538 | 0.0% | 0.00% | 0.0% | |
| ASTE | Buy | ASTEC INDUSTRIES INC | $270,839 | +12.2% | 5,749 | +8.2% | 0.00% | 0.0% |
| BAC | New | BANK OF AMERICA CORP | $222,420 | – | 8,085 | +100.0% | 0.00% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $240,523 | – | 4,144 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC | $248,703 | – | 911 | +100.0% | 0.00% | – |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $223,483 | -13.7% | 122 | +0.8% | 0.00% | 0.0% |
| CSCO | Sell | CISCO SYSTEMS INC | $536,725 | -78.0% | 9,984 | -78.8% | 0.00% | -83.3% |
| KO | Buy | COCA-COLA CO/THE | $398,170 | +28.3% | 7,056 | +37.9% | 0.00% | 0.0% |
| CMCSA | Buy | COMCAST CORP-CLASS A | $381,559 | +51.1% | 8,605 | +41.6% | 0.00% | 0.0% |
| COUR | New | COURSERA INC | $284,368 | – | 15,215 | +100.0% | 0.00% | – |
| DNP | DNP SELECT INCOME FUND INCclosed-end fund | $444,447 | -9.1% | 46,369 | 0.0% | 0.00% | 0.0% | |
| DHR | New | DANAHER CORP | $220,343 | – | 888 | +100.0% | 0.00% | – |
| DRI | Buy | DARDEN RESTAURANTS INC | $430,806 | -11.9% | 3,008 | +2.7% | 0.00% | 0.0% |
| DE | Buy | DEERE & CO | $256,400 | +20.9% | 677 | +29.7% | 0.00% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC | $263,175 | -13.9% | 6,361 | -1.1% | 0.00% | 0.0% |
| DFAI | Sell | DIMENSIONAL INTERNATIONAL COetp | $415,143 | -7.7% | 15,900 | -3.4% | 0.00% | 0.0% |
| DFAE | Sell | DIMENSIONAL EMERGING CORE EQetp | $525,158 | -34.2% | 23,268 | -31.7% | 0.00% | -50.0% |
| DFAT | Sell | DIMENSIONAL US TARGET VALUEetp | $473,992 | -5.4% | 10,374 | -3.9% | 0.00% | 0.0% |
| DUK | New | DUKE ENERGY CORP | $267,144 | – | 3,027 | +100.0% | 0.00% | – |
| FUTY | FIDELITY US UTILITIES ETFetp | $421,936 | -10.3% | 11,127 | 0.0% | 0.00% | 0.0% | |
| UCON | Sell | FIRST TRUST TCW UNCONSTRAINEetp | $285,055 | -8.8% | 11,927 | -7.8% | 0.00% | 0.0% |
| F | Sell | FORD MOTOR CO | $346,678 | -18.0% | 27,913 | -0.1% | 0.00% | 0.0% |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $435,042 | -23.4% | 6,408 | -18.8% | 0.00% | 0.0% |
| New | GENERAL ELECTRIC CO | $252,462 | – | 2,282 | +100.0% | 0.00% | – | |
| GIS | Buy | GENERAL MILLS INC | $281,398 | -10.5% | 4,398 | +7.2% | 0.00% | 0.0% |
| CATH | Sell | GLOBAL X S&P 500 CA VAL ETFetp | $244,084 | -5.4% | 4,667 | -1.0% | 0.00% | 0.0% |
| INTC | New | INTEL CORP | $248,090 | – | 6,979 | +100.0% | 0.00% | – |
| GTO | Buy | INVESCO TOTAL RETURN BOND ETetp | $287,283 | -3.3% | 6,437 | +0.7% | 0.00% | 0.0% |
| RYT | Buy | INVESCO S&P 500 EQUAL WEIGHTetp | $477,918 | +3.4% | 16,978 | +11.8% | 0.00% | 0.0% |
| PZA | Sell | INVESCO NATIONAL AMT-FREE MUetp | $505,913 | -12.3% | 22,830 | -6.6% | 0.00% | 0.0% |
| URTH | Sell | ISHARES MSCI WORLD ETFetp | $243,118 | -35.2% | 2,023 | -32.9% | 0.00% | 0.0% |
| OEF | Sell | ISHARES S&P 100 ETFetp | $321,194 | -4.0% | 1,595 | -1.3% | 0.00% | 0.0% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetp | $367,133 | -4.7% | 3,365 | -1.0% | 0.00% | 0.0% |
| TLT | Sell | ISHARES 20 PLUS YEAR TREASURY BOetp | $317,651 | -91.0% | 3,582 | -89.5% | 0.00% | -88.9% |
| IWV | Buy | ISHARES RUSSELL 3000 ETFetp | $270,912 | +26.7% | 1,101 | +31.1% | 0.00% | 0.0% |
| VLUE | Sell | ISHARES MSCI USA VALUE FACTOetp | $236,725 | -51.4% | 2,590 | -50.1% | 0.00% | 0.0% |
| MTUM | Sell | ISHARES MSCI USA MOMENTUM FAetp | $504,392 | -8.5% | 3,600 | -5.8% | 0.00% | 0.0% |
| EMXC | Sell | ISHARES MSCI EMR MRK EX CHNAetp | $375,270 | -10.1% | 7,531 | -6.2% | 0.00% | 0.0% |
| ESGU | Sell | ISHARES ESG AWARE MSCI USAetp | $204,557 | -31.7% | 2,169 | -29.4% | 0.00% | 0.0% |
| Sell | JPMORGAN REALTY INCOME ETFetp | $306,932 | -56.8% | 7,880 | -53.0% | 0.00% | -50.0% | |
| New | KNIFE RIVER CORP | $341,065 | – | 6,985 | +100.0% | 0.00% | – | |
| LLY | Buy | ELI LILLY & CO | $557,406 | +41.5% | 1,038 | +23.6% | 0.00% | 0.0% |
| LMT | New | LOCKHEED MARTIN CORP | $460,356 | – | 1,126 | +100.0% | 0.00% | – |
| MA | Sell | MASTERCARD INC - A | $463,843 | +0.3% | 1,172 | -0.3% | 0.00% | 0.0% |
| MCD | Buy | MCDONALD'S CORP | $313,757 | +29.9% | 1,191 | +47.2% | 0.00% | 0.0% |
| MRK | Sell | MERCK & CO. INC. | $319,193 | -16.4% | 3,079 | -6.3% | 0.00% | 0.0% |
| MDLZ | New | MONDELEZ INTERNATIONAL INC-A | $234,053 | – | 3,352 | +100.0% | 0.00% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $301,176 | -2.6% | 684 | +0.9% | 0.00% | 0.0% |
| PFE | New | PFIZER INC | $244,543 | – | 7,372 | +100.0% | 0.00% | – |
| CORP | Sell | PIMCO INV GRADE CORP BD ETFetp | $354,788 | -79.5% | 3,894 | -78.6% | 0.00% | -75.0% |
| MINT | Buy | PIMCO ENHANCED SHORT MATURITetp | $264,269 | +4.7% | 2,639 | +4.3% | 0.00% | 0.0% |
| PCH | Buy | POTLATCHDELTIC CORPreit | $334,468 | +43.5% | 7,369 | +67.1% | 0.00% | 0.0% |
| PG | Sell | PROCTER & GAMBLE CO/THE | $425,153 | -49.7% | 2,915 | -47.7% | 0.00% | -50.0% |
| DDM | PROSHARES ULTRA DOW30etp | $286,687 | -5.9% | 4,519 | 0.0% | 0.00% | 0.0% | |
| RTX | Buy | RTX CORP | $408,181 | -3.7% | 5,672 | +31.1% | 0.00% | 0.0% |
| GLD | Sell | SPDR GOLD SHARESetp | $204,197 | -44.6% | 1,191 | -42.4% | 0.00% | 0.0% |
| SDY | SPDR S&P DIVIDEND ETFetp | $337,923 | -6.2% | 2,938 | 0.0% | 0.00% | 0.0% | |
| TOTL | Sell | SPDR DOUBLELINE TR TACT ETFetp | $263,864 | -11.8% | 6,827 | -7.4% | 0.00% | 0.0% |
| DIA | SPDR DJIA TRUSTetp | $280,962 | -2.6% | 837 | 0.0% | 0.00% | 0.0% | |
| SCHB | Buy | SCHWAB US BROAD MARKET ETFetp | $442,888 | +15.2% | 8,884 | +19.5% | 0.00% | 0.0% |
| FNDF | Buy | SCHWAB FUNDAMENTAL INTL L/Cetp | $439,400 | +4.9% | 13,874 | +6.9% | 0.00% | 0.0% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDRetp | $253,650 | -38.4% | 7,647 | -37.4% | 0.00% | 0.0% |
| SO | Sell | SOUTHERN CO/THE | $351,427 | -10.7% | 5,430 | -3.1% | 0.00% | 0.0% |
| TRN | Buy | TRINITY INDUSTRIES INC | $491,290 | -3.8% | 20,176 | +1.6% | 0.00% | 0.0% |
| UNP | Sell | UNION PACIFIC CORP | $523,620 | -19.1% | 2,571 | -18.7% | 0.00% | -50.0% |
| VXUS | VANGUARD TOTAL INTL STOCKetp | $249,457 | -4.6% | 4,661 | 0.0% | 0.00% | 0.0% | |
| VTIP | Sell | VANGUARD SHORT-TERM TIPSetp | $207,701 | -5.1% | 4,393 | -4.9% | 0.00% | 0.0% |
| VGT | Sell | VANGUARD INFO TECH ETFetp | $391,351 | -23.1% | 941 | -18.1% | 0.00% | 0.0% |
| VGIT | Sell | VANGUARD INTERMEDIATE-TERM Tetp | $376,676 | -32.2% | 6,591 | -30.4% | 0.00% | 0.0% |
| VXF | Buy | VANGUARD EXTENDED MARKET ETFetp | $360,386 | -0.9% | 2,506 | +2.9% | 0.00% | 0.0% |
| WMT | New | WALMART INC | $211,100 | – | 1,320 | +100.0% | 0.00% | – |
| Buy | WARNER BROS DISCOVERY INC | $219,578 | +48.1% | 20,219 | +71.0% | 0.00% | – | |
| WM | WASTE MANAGEMENT INC | $205,807 | -12.1% | 1,350 | 0.0% | 0.00% | 0.0% | |
| WFC | Buy | WELLS FARGO & CO | $351,845 | -1.9% | 8,611 | +2.5% | 0.00% | 0.0% |
| ACN | Buy | ACCENTURE PLC-CL A | $239,546 | +0.9% | 780 | +1.4% | 0.00% | 0.0% |
| NAT | NORDIC AMERICAN TANKERS LTD | $344,250 | +11.3% | 81,000 | 0.0% | 0.00% | 0.0% | |
| PRGO | Sell | PERRIGO CO PLC | $232,248 | -25.8% | 7,269 | -21.2% | 0.00% | 0.0% |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -11,815 | -100.0% | 0.00% | – |
| Exit | VALKYRIE BITCOIN STRATEGYetp | $0 | – | -11,613 | -100.0% | 0.00% | – | |
| VKI | Exit | INVESCO ADV MUNI INC TR IIclosed-end fund | $0 | – | -10,715 | -100.0% | 0.00% | – |
| PCK | Exit | PIMCO CALIFORNIA MUNICIPA IIclosed-end fund | $0 | – | -19,246 | -100.0% | 0.00% | – |
| VKQ | Exit | INVESCO MUNICIPAL TRUSTclosed-end fund | $0 | – | -10,024 | -100.0% | 0.00% | – |
| GTHX | Exit | G1 THERAPEUTICS INC | $0 | – | -15,107 | -100.0% | 0.00% | – |
| NVG | Exit | NUVEEN AMT-FR MUNI CREDIT FDclosed-end fund | $0 | – | -11,196 | -100.0% | 0.00% | – |
| VXRT | Exit | VAXART INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
| CC | Exit | CHEMOURS CO/THE | $0 | – | -5,966 | -100.0% | -0.00% | – |
| XLU | Exit | UTILITIES SELECT SECTOR SPDRetp | $0 | – | -6,373 | -100.0% | -0.00% | – |
| STE | Exit | STERIS PLC | $0 | – | -1,179 | -100.0% | -0.00% | – |
| IAGG | Exit | ISHARES INTL AGGREGATE BONDetp | $0 | – | -6,258 | -100.0% | -0.00% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,400 | -100.0% | -0.00% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -4,179 | -100.0% | -0.00% | – |
| PM | Exit | PHILIP MORRIS INTERNATIONAL | $0 | – | -2,104 | -100.0% | -0.00% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,145 | -100.0% | -0.00% | – |
| XLV | Exit | HEALTH CARE SELECT SECTORetp | $0 | – | -1,724 | -100.0% | -0.00% | – |
| NEA | Exit | NUVEEN AMT-FR QLTY MUNI INCclosed-end fund | $0 | – | -21,800 | -100.0% | -0.00% | – |
| XLE | Exit | ENERGY SELECT SECTOR SPDRetp | $0 | – | -2,623 | -100.0% | -0.00% | – |
| CACI | Exit | CACI INTERNATIONAL INC -CL A | $0 | – | -600 | -100.0% | -0.00% | – |
| DFAU | Exit | DIMENSIONAL US CORE EQUITY Metp | $0 | – | -7,268 | -100.0% | -0.00% | – |
| VNQI | Exit | VANGUARD GLBL EX-US REAL ESTetp | $0 | – | -5,428 | -100.0% | -0.00% | – |
| EFG | Exit | ISHARES MSCI EAFE GROWTH ETFetp | $0 | – | -2,757 | -100.0% | -0.00% | – |
| DIV | Exit | GLOBAL X SUPERDIVIDEND USEetp | $0 | – | -17,627 | -100.0% | -0.00% | – |
| EEMV | Exit | ISHARES MSCI EMG MKT MIN VOLetp | $0 | – | -12,210 | -100.0% | -0.00% | – |
| SRE | Exit | SEMPRA | $0 | – | -15,002 | -100.0% | -0.01% | – |
| ALK | Exit | ALASKA AIR GROUP INC | $0 | – | -78,719 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEVRON CORPORATION | 42 | Q3 2023 | 2.1% |
| VIASAT INC | 42 | Q3 2023 | 1.8% |
| Bank of New York Mellon Corp/The | 41 | Q3 2023 | 12.0% |
| Old Dominion Freight Lines Inc | 41 | Q3 2023 | 5.6% |
| OLIN CORP | 41 | Q3 2023 | 2.1% |
| CARPENTER TECHNOLOGY CORP | 41 | Q3 2023 | 1.6% |
| TRINITY INDUSTRIES INC | 41 | Q3 2023 | 1.1% |
| SONOCO PRODUCTS CO | 41 | Q3 2023 | 1.1% |
| Kinder Morgan Inc P | 40 | Q3 2023 | 8.7% |
| ALASKA AIR GROUP INC | 40 | Q2 2023 | 5.1% |
View Financial Engines Advisors L.L.C.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View Financial Engines Advisors L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.