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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Financial Engines Advisors L.L.C. ⇄ Jones Financial Companies Lllp

60Shared positions
10.0%Name overlap (Jaccard)
15+Only Financial…
15+Only Jones…

Shared holdings · Q2 2026

SecurityFinancial Engines… weightJones Financial… weight
VUG Vanguard Morningstar… 5.9% 7.3%
SPYV State Street SPDR… 9.0% 0.1%
SPMB State Street SPDR… 7.8% 0.0%
SCHF Schwab International… 7.3% 0.1%
SPYM State Street SPDR… 0.8% 5.8%
IGIB iShares 5-10 Year… 6.5% 0.0%
IVV iShares Core S&P 500 ETF 0.3% 5.7%
VOO Vanguard S&P 500 ETF 0.0% 5.0%
SPDW State Street SPDR… 4.7% 0.0%
AGG iShares Core U.S.… 0.1% 4.4%
IEFA iShares Core MSCI EAFE ETF 0.1% 4.3%
IWR iShares Russell Mid-Cap… 0.0% 4.4%
XT iShares Future… 4.3% 0.0%
VTV Vanguard Morningstar… 0.1% 3.9%
VWO Vanguard FTSE Emerging… 3.7% 0.1%
IWD iShares Russell 1000… 3.4% 0.3%
KOMP State Street SPDR S&P… 3.6% 0.0%
VO Vanguard Morningstar… 0.0% 3.5%
SPYG State Street SPDR… 3.5% 0.1%
SCHM Schwab U.S. Mid-Cap ETF 3.4% 0.1%
IJR iShares Core S&P… 1.9% 1.3%
SCHV Schwab U.S. Large-Cap… 2.9% 0.0%
SPTL State Street SPDR… 2.7% 0.0%
SCHK Schwab 1000 Index ETF 2.7% 0.0%
VV Vanguard Morningstar… 0.0% 2.6%
SCHH Schwab U.S. REIT ETF 2.5% 0.0%
SPTI State Street SPDR… 2.4% 0.0%
SCHG Schwab U.S. Large-Cap… 2.4% 0.0%
LQD iShares iBoxx $… 2.2% 0.0%
SPSM State Street SPDR… 1.9% 0.0%
IAGG iShares Core… 1.6% 0.2%
SCZ iShares MSCI EAFE… 0.0% 1.8%
VEA Vanguard FTSE Developed… 0.0% 1.6%
IUSB iShares Core Universal… 0.0% 1.6%
IWB iShares Russell 1000 ETF 0.0% 1.4%
AVDV Avantis International… 0.0% 1.4%
IJH iShares Core S&P Mid-Cap… 1.1% 0.3%
NVDA NVIDIA Corporation 0.1% 1.2%
AAPL Apple Inc. 0.1% 1.1%
SCHE Schwab Emerging Markets… 1.0% 0.0%
GOOGL Alphabet Inc. 0.1% 0.9%
AMZN Amazon.com, Inc. 0.0% 0.9%
MSFT Microsoft Corporation 0.1% 0.9%
IEI iShares 3-7 Year Treasury… 0.9% 0.0%
DFIS Dimensional -… 0.0% 0.9%
IEMG iShares Core MSCI… 0.0% 0.7%
AVGO Broadcom Inc. 0.0% 0.6%
VNQ Vanguard Real Estate ETF 0.6% 0.0%
NANR 0.6% 0.0%
EFA iShares MSCI EAFE ETF 0.3% 0.3%
IUSG iShares Core S&P U.S.… 0.0% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.0% 0.5%
IWS iShares Russell Mid-Cap… 0.0% 0.5%
DGRO iShares Core Dividend… 0.0% 0.4%
IUSV iShares Core S&P U.S.… 0.1% 0.4%
VCSH Vanguard Short-Term… 0.4% 0.0%
VTI Vanguard Morningstar… 0.2% 0.2%
LLY Eli Lilly and Company 0.0% 0.4%
VB Vanguard Morningstar… 0.0% 0.3%
SPEM State Street SPDR… 0.4% 0.0%

Distinctively Financial Engines…

TECB 0.5%
AKRE Akre Focus ETF 0.0%
DFLV Dimensional - US… 0.0%
CVMC 0.0%
USSG 0.0%
IBTG iShares iBonds Dec… 0.0%
IBTH 0.0%
EFIV 0.0%
IBTI 0.0%
LEGR 0.0%
GRNB 0.0%
STCE 0.0%
IBTJ 0.0%
FDIG 0.0%
BLOK 0.0%

Distinctively Jones Financial…

USHY iShares Broad USD… 1.5%
CGDV Capital Group… 0.3%
CGUS Capital Group Core… 0.2%
CGGR Capital Group Growth… 0.2%
VSS Vanguard FTSE… 0.2%
JGRO JPMorgan Active… 0.1%
AZN AstraZeneca PLC 0.1%
VYMI Vanguard… 0.1%
BTI British American… 0.1%
CGGO Capital Group Global… 0.1%
PANW Palo Alto Networks… 0.1%
BLK BlackRock, Inc. 0.1%
ROST Ross Stores, Inc. 0.1%
ACGL Arch Capital Group… 0.1%
PAAA PGIM AAA CLO ETF 0.1%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology