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David Carr

Financial Engines Advisors L.l.c.

Assets Managed
$49.25B
Holdings
530
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-6.68%(2Q avg: -2.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Engines Advisors L.l.c.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 530 positions.

Assets under management

The assets under management (AUM) of Financial Engines Advisors L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 49.25B in assets, with a quarterly growth rate of -6.68% and a 2-quarter average growth rate of -2.97%. The portfolio is managed by David Carr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.48%
9.36%
$4.606B
81.414M shares@ $56.58 avg price
SPMB
Spdr Portfolio Mortgage Back
Recent Activity
Decreased -0.23%
8.57%
$4.216B
188.312M shares@ $22.39 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.79%
7.67%
$3.776B
152.57M shares@ $24.76 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 0.8%
6.89%
$3.389B
63.675M shares@ $53.23 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -2.39%
5.18%
$2.55B
55.849M shares@ $45.65 avg price
XT
Ishares Exponential Tech Etf
Recent Activity
Decreased -1.05%
4.49%
$2.209B
32.408M shares@ $68.15 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -1.95%
3.58%
$1.76B
56.836M shares@ $30.97 avg price
KOMP
Spdr S&p Kensho New Economie
Recent Activity
Decreased -0.74%
3.52%
$1.731B
29.594M shares@ $58.48 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -4.73%
3.48%
$1.713B
8.019M shares@ $213.68 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.67%
3.46%
$1.704B
17.402M shares@ $97.91 avg price

1-10 of 530