Financial Engines Advisors L.L.C.
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.1ptsvs SPY
Invested
$49.2B
Holdings
529
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 81.81M shares)
9.4%
02
$SPMB
SPDR SERIES TRUST
Q1 2026: Exited (was 188.76M shares)
8.6%
03
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 156.96M shares)
7.7%
04
$IGIB
ISHARES TR
Q1 2026: Exited (was 63.17M shares)
6.9%
05
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Exited (was 57.22M shares)
5.2%
06
$XT
ISHARES TR
Q1 2026: Exited (was 32.75M shares)
4.5%
07
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 57.97M shares)
3.6%
08
$KOMP
SPDR SERIES TRUST
Q1 2026: Exited (was 29.82M shares)
3.5%
09
$IWD
ISHARES TR
Q1 2026: Exited (was 8.42M shares)
3.5%
10
$SPYG
SPDR SERIES TRUST
Q1 2026: Exited (was 17.29M shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:23 UTC.