Investment Watch: A Comparison of Financial Engines Advisors' Q3 and Q4 2022 Holdings

In the fast-paced world of investments, change is inevitable. As we move into Q4 of 2022, Financial Engines Advisors L.L.C. has made some intriguing moves in their holdings. In this article, we'll dive into the details of their Q3 vs. Q4 2022 13F holdings comparison.

First on the list is SPDR Portfolio Mortgage Back (SPMB), an exchange-traded fund (ETF) that tracks the performance of the US Mortgage Backed Securities market. In Q4, Financial Engines Advisors increased their holdings in SPMB by 4.9%, going from 127,757,628 shares to 132,428,670 shares. This represents an increase of $13,061,301 in market value, from $27,404,001 in Q3 to $28,737,002 in Q4.

Another ETF that saw a substantial increase in holdings is the SPDR Portfolio S&P 500 Value (SPYV). Financial Engines Advisors increased their holdings in SPYV by a whopping 22.1% from 62,196,868 shares to 67,323,774 shares, representing an increase in market value from $2,145,170 in Q3 to $2,618,221 in Q4.

Moving on, Financial Engines Advisors increased their holdings in the Schwab International Equity ETF (SCHF) by 19.5%, from 74,807,274 shares in Q3 to 78,057,626 shares in Q4. This represents an increase in market value from $2,104,328 in Q3 to $2,514,236 in Q4.

The Vanguard Growth ETF (VUG) also saw an increase in holdings by 3.5% from 11,246,648 shares in Q3 to 11,684,908 shares in Q4, representing an increase in market value from $2,406,220 in Q3 to $2,490,171 in Q4.

The iShares 5-10Y Inv Grade Corp (IGIB) and the iShares Exponential Tech ETF (XT) saw an increase in holdings by 13.4% and 13.2%, respectively. In Q3, Financial Engines Advisors held 35,450,840 shares of IGIB, which increased to 39,194,170 shares in Q4. The market value also increased from $1,711,566 in Q3 to $1,940,503 in Q4. For XT, Financial Engines Advisors held 31,107,810 shares in Q3, which increased to 33,165,738 shares in Q4. The market value increased from $1,386,475 in Q3 to $1,570,066 in Q4.

On the other hand, iShares Russell 1000 Value E (IWD) and Schwab US Large-Cap Value (SCHV) both saw a decrease in holdings by 8% and 7.9%, respectively. Financial Engines Advisors held 10,660,025 shares of IWD in Q3, which decreased to 10,325,154 shares in Q4. The market value also decreased from $1,449,656 in Q3 to $1,565,809 in Q4. For SCHV, Financial Engines Advisors held 21,139,775 shares in Q3, which decreased to 20,211,140 shares in Q4. The market value decreased from $1,236,888 in Q3 to $1,334,339 in Q4.

Another ETF that saw a decrease in holdings is the iShares Russell 1000 Growth ETF (IWF) with Financial Engines Advisors holding 72,782 shares in Q3, which increased to 278,929 in Q4. The market value also increased from $15,313 in Q3 to $59,757 in Q4.

In summary, Financial Engines Advisors L.L.C. made significant changes in their holdings in the Q3 vs. Q4 2022 13F holdings comparison. They invested in some ETFs that saw a significant increase in holdings, while others saw a decrease. As an investor, it's crucial to keep an eye on such changes to make informed decisions when managing your own portfolio.