Financial Engines Advisors L.L.C.

SANTA CLARA, CA · CIK 1420473 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySanta Clara, CA

$56.3bn reported value +14.3% vs Q1 2026

552positions

56.2%in top 10

44 new 224 added 266 reduced 22 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	82,942,783	$5.0bn8.95%	8.95%	Added +1.5m	+1,528,368 1.9%
2	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	196,882,687	$4.4bn7.80%	7.80%	Added +8.6m	+8,570,436 4.5%
3	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	147,700,825	$4.1bn7.27%	7.27%	Reduced -4.9m	-4,869,404 -3.2%
4	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	69,309,525	$3.7bn6.54%	6.54%	Added +5.6m	+5,634,323 8.8%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	38,876,521	$3.3bn5.95%	5.95%	Reduced -142.4k	-142,409 -0.4%
6	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	52,021,601	$2.6bn4.65%	4.65%	Reduced -3.8m	-3,827,442 -6.8%
7	ISHARES TR EXPONENTIAL TECH XT	XT	29,474,371	$2.4bn4.32%	4.32%	Reduced -2.9m	-2,933,650 -9.1%
8	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	34,713,916	$2.1bn3.68%	3.68%	Added +10.4m	+10,366,258 42.6%
9	SPDR SER TR S&P KENSHO NEW KOMP	KOMP	28,216,004	$2.0bn3.58%	3.58%	Reduced -1.4m	-1,378,301 -4.7%
10	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	16,355,720	$1.9bn3.46%	3.46%	Reduced -1.0m	-1,046,369 -6.0%
11	ISHARES TR RUS 1000 VAL ETF IWD	IWD	7,898,903	$1.9bn3.40%	3.40%	Reduced -120.3k	-120,321 -1.5%
12	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	51,767,947	$1.9bn3.39%	3.39%	Reduced -5.1m	-5,067,671 -8.9%
13	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	46,499,260	$1.6bn2.87%	2.87%	Reduced -1.9m	-1,928,543 -4.0%
14	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	59,020,099	$1.5bn2.75%	2.75%	Added +4.3m	+4,340,615 7.9%
15	SCHWAB STRATEGIC TR 1000 INDEX ETF SCHK	SCHK	41,923,365	$1.5bn2.68%	2.68%	Reduced -1.7m	-1,689,886 -3.9%
16	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	59,841,430	$1.4bn2.52%	2.52%	Reduced -44.2k	-44,246 -0.1%
17	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	48,147,629	$1.4bn2.43%	2.43%	Added +3.5m	+3,487,114 7.8%
18	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	39,212,098	$1.3bn2.36%	2.36%	Added +5.1m	+5,106,821 15.0%
19	ISHARES TR IBOXX INV CP ETF LQD	LQD	11,419,910	$1.2bn2.21%	2.21%	Added +506.7k	+506,700 4.6%
20	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,373,661	$1.1bn1.94%	1.94%	Reduced -346.8k	-346,796 -4.5%
21	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	18,804,022	$1.1bn1.93%	1.93%	Reduced -1.9m	-1,869,303 -9.0%
22	ISHARES TR CORE INTL AGGR IAGG	IAGG	17,606,618	$890.9m1.58%	1.58%	Added +1.2m	+1,187,530 7.2%
23	ISHARES TR CORE S&P MCP ETF IJH	IJH	7,764,939	$598.8m1.06%	1.06%	Reduced -134.3k	-134,335 -1.7%
24	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	15,123,069	$548.4m0.97%	0.97%	Reduced -419.2k	-419,213 -2.7%
25	ISHARES TR 3 7 YR TREAS BD IEI	IEI	4,330,638	$508.6m0.90%	0.90%	Added +99.1k	+99,106 2.3%
26	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	5,010,116	$440.3m0.78%	0.78%	Reduced -40.4k	-40,419 -0.8%
27	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,358,164	$323.8m0.58%	0.58%	Reduced -802	-802 -0.0%
28	SPDR INDEX SHS FDS S&P NORTH AMER NANR	NANR	4,222,651	$318.8m0.57%	0.57%	Reduced -13.5k	-13,475 -0.3%
29	ISHARES TR US TECH BRKTHR TECB	TECB	3,569,668	$256.1m0.45%	0.45%	Reduced -382.8k	-382,770 -9.7%
30	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	3,017,285	$238.5m0.42%	0.42%	Added +56.4k	+56,437 1.9%
31	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	3,892,454	$201.6m0.36%	0.36%	Reduced -12.9m	-12,929,734 -76.9%
32	ISHARES TR MSCI EAFE ETF EFA	EFA	1,576,309	$163.7m0.29%	0.29%	Added +26.6k	+26,560 1.7%
33	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	1,427,344	$160.0m0.28%	0.28%	Added +163.5k	+163,506 12.9%
34	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	4,190,988	$151.4m0.27%	0.27%	Reduced -392.4k	-392,371 -8.6%
35	ISHARES TR CORE S&P500 ETF IVV	IVV	199,252	$149.2m0.26%	0.26%	Reduced -8.1k	-8,070 -3.9%
36	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	3,264,547	$144.8m0.26%	0.26%	Added +155.9k	+155,945 5.0%
37	ISHARES TR S&P MC 400GR ETF IJK	IJK	1,169,953	$137.5m0.24%	0.24%	Reduced -61.4k	-61,393 -5.0%
38	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	5,681,166	$131.4m0.23%	0.23%	Added +267.3k	+267,337 4.9%
39	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	352,010	$130.3m0.23%	0.23%	Reduced -8.4k	-8,442 -2.3%
40	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	1,062,120	$126.5m0.22%	0.22%	Reduced -32.2k	-32,191 -2.9%
41	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	1,229,181	$116.6m0.21%	0.21%	Added +31.6k	+31,591 2.6%
42	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	1,038,990	$113.4m0.20%	0.20%	Reduced -44.5k	-44,483 -4.1%
43	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	609,138	$90.0m0.16%	0.16%	Reduced -16.2k	-16,192 -2.6%
44	ISHARES TR RUS 2000 GRW ETF IWO	IWO	223,223	$87.9m0.16%	0.16%	Reduced -14.8k	-14,845 -6.2%
45	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	1,080,904	$83.5m0.15%	0.15%	Added +98.2k	+98,223 10.0%
46	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	966,497	$71.0m0.13%	0.13%	Added +6.5k	+6,455 0.7%
47	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	779,547	$68.4m0.12%	0.12%	Added +11.2k	+11,172 1.4%
48	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	1,399,365	$65.5m0.12%	0.12%	Added +5.7k	+5,707 0.4%
49	ISHARES TR NATIONAL MUN ETF MUB	MUB	594,473	$64.0m0.11%	0.11%	Added +14.9k	+14,901 2.6%
50	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	634,091	$57.8m0.10%	0.10%	Reduced -14.6k	-14,583 -2.2%
51	APPLE INC COM AAPL	AAPL	181,031	$52.4m0.09%	0.09%	Reduced -1.4k	-1,391 -0.8%
52	ISHARES TR S&P 500 VAL ETF IVE	IVE	225,327	$51.2m0.09%	0.09%	Reduced -2.6k	-2,583 -1.1%
53	VANGUARD INDEX FDS VALUE ETF VTV	VTV	218,735	$47.7m0.08%	0.08%	Reduced -8.1k	-8,118 -3.6%
54	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	1,211,224	$44.6m0.08%	0.08%	Reduced -10.2k	-10,190 -0.8%
55	ISHARES TR CORE S&P US VLU IUSV	IUSV	397,448	$43.8m0.08%	0.08%	Added +52.7k	+52,733 15.3%
56	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	859,684	$43.5m0.08%	0.08%	Added +17.1k	+17,112 2.0%
57	NVIDIA CORPORATION COM NVDA	NVDA	204,190	$40.9m0.07%	0.07%	Reduced -11.3k	-11,306 -5.2%
58	ALPHABET INC CAP STK CL A GOOGL	GOOGL	104,518	$37.4m0.07%	0.07%	Reduced -318	-318 -0.3%
59	ISHARES TR CORE US AGGBD ET AGG	AGG	366,468	$36.3m0.06%	0.06%	Added +9.5k	+9,499 2.7%
60	MICROSOFT CORP COM MSFT	MSFT	95,680	$35.7m0.06%	0.06%	Reduced -362	-362 -0.4%
61	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	765,849	$35.1m0.06%	0.06%	Added +14.4k	+14,434 1.9%
62	ISHARES TR CORE MSCI EAFE IEFA	IEFA	357,035	$34.5m0.06%	0.06%	Reduced -2.6k	-2,558 -0.7%
63	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	46,223	$34.0m0.06%	0.06%	Reduced -3.0k	-3,041 -6.2%
64	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	910,165	$33.9m0.06%	0.06%	Reduced -39.7k	-39,719 -4.2%
65	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	997,018	$33.2m0.06%	0.06%	Added +19.4k	+19,419 2.0%
66	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	677,616	$32.5m0.06%	0.06%	Added +9.3k	+9,295 1.4%
67	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	747,913	$30.9m0.05%	0.05%	Added +142.4k	+142,358 23.5%
68	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	40,755	$30.4m0.05%	0.05%	Reduced -763	-763 -1.8%
69	ISHARES TR S&P 500 GRWT ETF IVW	IVW	211,987	$29.2m0.05%	0.05%	Reduced -8.7k	-8,716 -4.0%
70	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	685,305	$27.9m0.05%	0.05%	Added +31.5k	+31,493 4.8%
71	AMAZON COM INC COM AMZN	AMZN	113,000	$26.9m0.05%	0.05%	Reduced -6.6k	-6,632 -5.5%
72	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	496,188	$26.4m0.05%	0.05%	Reduced -4.8m	-4,821,091 -90.7%
73	ISHARES TR MBS ETF MBB	MBB	275,200	$26.0m0.05%	0.05%	Added +53.9k	+53,928 24.4%
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	84,171	$25.5m0.05%	0.05%	Reduced -3.3k	-3,307 -3.8%
75	ALPHABET INC CAP STK CL C GOOG	GOOG	65,306	$23.1m0.04%	0.04%	Reduced -5.1k	-5,130 -7.3%
76	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	291,960	$22.4m0.04%	0.04%	Reduced -9.5k	-9,469 -3.1%
77	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	302,749	$21.2m0.04%	0.04%	Reduced -22.9k	-22,931 -7.0%
78	ABBVIE INC COM ABBV	ABBV	83,818	$21.1m0.04%	0.04%	Added +12.0k	+12,018 16.7%
79	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	374,528	$20.6m0.04%	0.04%	Reduced -11.9k	-11,854 -3.1%
80	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	248,065	$20.4m0.04%	0.04%	Added +39.5k	+39,548 19.0%
81	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	237,928	$18.5m0.03%	0.03%	Added +19.5k	+19,515 8.9%
82	BANK NEW YORK MELLON CORP COM BNY	BNY	128,045	$18.5m0.03%	0.03%	Reduced -23.0k	-22,963 -15.2%
83	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	464,937	$18.4m0.03%	0.03%	Added +23.2k	+23,181 5.2%
84	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	84,562	$18.3m0.03%	0.03%	Reduced -4.3k	-4,331 -4.9%
85	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	344,685	$17.5m0.03%	0.03%	Reduced -544.7k	-544,748 -61.2%
86	SPDR SER TR PORTFOLIO CRPORT SPBO	SPBO	601,055	$17.5m0.03%	0.03%	Added +19.0k	+18,994 3.3%
87	ISHARES TR SHORT TREAS BD SHV	SHV	155,977	$17.2m0.03%	0.03%	Reduced -1.1k	-1,063 -0.7%
88	VANGUARD INDEX FDS MID CAP ETF VO	VO	211,884	$17.1m0.03%	0.03%	Reduced -3.0k	-3,036 -1.4%
89	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	163,989	$16.9m0.03%	0.03%	Reduced -115	-115 -0.1%
90	LEGG MASON ETF INVT FRANKLIN US LOW LVHD	LVHD	379,995	$16.7m0.03%	0.03%	Reduced -587.2k	-587,231 -60.7%
91	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	232,243	$16.5m0.03%	0.03%	Reduced -6.8k	-6,774 -2.8%
92	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		412,020	$16.0m0.03%	0.03%	Added +70.0k	+69,995 20.5%
93	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	594,606	$15.8m0.03%	0.03%	Added +11.3k	+11,262 1.9%
94	ISHARES INC CORE MSCI EMKT IEMG	IEMG	189,825	$15.7m0.03%	0.03%	Reduced -11.0k	-11,014 -5.5%
95	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	41,328	$14.2m0.03%	0.03%	Reduced -959	-959 -2.3%
96	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	278,787	$14.1m0.03%	0.03%	Reduced -22.7k	-22,732 -7.5%
97	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	19,884	$13.7m0.02%	0.02%	Reduced -739	-739 -3.6%
98	BOEING CO COM BA	BA	61,142	$13.2m0.02%	0.02%	Reduced -3.3k	-3,274 -5.1%
99	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	98,142	$12.6m0.02%	0.02%	Added +43.1k	+43,103 78.3%
100	META PLATFORMS INC CL A META	META	22,066	$12.4m0.02%	0.02%	Reduced -21	-21 -0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		3,078	$1.4m3.1k shares
GENERAL MTRS CO GM	GM	11,418	$850.6k11.4k shares
DELTA AIR LINES INC DEL DAL	DAL	7,627	$507.0k7.6k shares
EMCOR GROUP INC EME	EME	572	$422.3k572 shares
PG&E CORP PCG	PCG	23,732	$417.0k23.7k shares
E L F BEAUTY INC ELF	ELF	5,255	$318.5k5.3k shares
FIRST TR EXCHANGE TRADED FD FDNI	FDNI	11,293	$307.5k11.3k shares
WEC ENERGY GROUP INC WEC	WEC	2,233	$258.5k2.2k shares
KROGER CO KR	KR	3,544	$256.4k3.5k shares
FIRST MAJESTIC SILVER CORP AG	AG	11,680	$250.9k11.7k shares
VANGUARD SCOTTSDALE FDS VCLT	VCLT	3,212	$240.0k3.2k shares
GLOBAL X FDS AIQ	AIQ	5,068	$236.5k5.1k shares
ZOETIS INC ZTS	ZTS	1,902	$224.8k1.9k shares
ASTEC INDS INC ASTE	ASTE	4,052	$218.2k4.1k shares
ISHARES TR ISTB	ISTB	4,162	$201.7k4.2k shares
ISHARES TR IEF	IEF	2,113	$201.7k2.1k shares
ADTRAN HOLDINGS INC ADTN	ADTN	14,518	$182.6k14.5k shares
NUVEEN AMT FREE MUN CR INC F NVG	NVG	11,196	$138.0k11.2k shares
INVESCO MUNICIPAL TRUST VKQ	VKQ	10,998	$104.7k11.0k shares
INVESCO ADVANTAGE MUN INCOME VKI	VKI	10,715	$92.8k10.7k shares
SLEEP NUMBER CORP SNBRQ	SNBRQ	14,041	$25.2k14.0k shares
FATE THERAPEUTICS INC FATE	FATE	10,992	$13.2k11.0k shares