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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. ⇄ Northwestern Mutual Wealth Management Co

60Shared positions
13.0%Name overlap (Jaccard)
15+Only Financial…
15+Only Northwestern…

Shared holdings · Q2 2026

SecurityFinancial Engines… weightNorthwestern Mutual… weight
IVV iShares Core S&P 500 ETF 0.3% 14.0%
SCHF Schwab International… 7.3% 4.6%
SPYV State Street SPDR… 9.0% 0.1%
SPMB State Street SPDR… 7.8% 0.0%
IGIB iShares 5-10 Year… 6.5% 0.0%
IJH iShares Core S&P Mid-Cap… 1.1% 5.5%
VUG Vanguard Morningstar… 5.9% 0.5%
VWO Vanguard FTSE Emerging… 3.7% 2.5%
BND Vanguard Total Bond… 0.1% 5.5%
IJR iShares Core S&P… 1.9% 3.5%
SPDW State Street SPDR… 4.7% 0.1%
XT iShares Future… 4.3% 0.0%
SCHM Schwab U.S. Mid-Cap ETF 3.4% 0.2%
SPYG State Street SPDR… 3.5% 0.1%
KOMP State Street SPDR S&P… 3.6% 0.0%
IWD iShares Russell 1000… 3.4% 0.1%
RSP Invesco S&P 500 Equal… 0.0% 3.2%
SCHH Schwab U.S. REIT ETF 2.5% 0.6%
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%
VEA Vanguard FTSE Developed… 0.0% 2.5%
SCHG Schwab U.S. Large-Cap… 2.4% 0.2%
SPY State Street SPDR S&P 500… 0.1% 2.5%
SPTI State Street SPDR… 2.4% 0.0%
LQD iShares iBoxx $… 2.2% 0.0%
IEFA iShares Core MSCI EAFE ETF 0.1% 1.9%
SPSM State Street SPDR… 1.9% 0.1%
TLT iShares 20+ Year Treasury… 0.0% 1.8%
AVLV Avantis U.S. Large Cap… 0.1% 1.6%
IAGG iShares Core… 1.6% 0.0%
IQLT iShares MSCI Intl Quality… 0.0% 1.6%
VNQ Vanguard Real Estate ETF 0.6% 0.9%
QQQ Invesco QQQ Trust, Series… 0.1% 1.2%
VOO Vanguard S&P 500 ETF 0.0% 1.2%
VTEB Vanguard Tax-Exempt Bond… 0.1% 1.0%
VO Vanguard Morningstar… 0.0% 1.0%
SPYM State Street SPDR… 0.8% 0.3%
SCHE Schwab Emerging Markets… 1.0% 0.1%
DFIV Dimensional -… 0.0% 1.0%
IEI iShares 3-7 Year Treasury… 0.9% 0.0%
IEMG iShares Core MSCI… 0.0% 0.9%
IUSB iShares Core Universal… 0.0% 0.8%
AGG iShares Core U.S.… 0.1% 0.7%
NVDA NVIDIA Corporation 0.1% 0.6%
MUB iShares National Muni… 0.1% 0.5%
AAPL Apple Inc. 0.1% 0.6%
VTV Vanguard Morningstar… 0.1% 0.6%
QQQM Invesco NASDAQ 100 ETF 0.0% 0.6%
SCHX Schwab U.S. Large-Cap ETF 0.0% 0.6%
NANR 0.6% 0.0%
BIV Vanguard… 0.0% 0.5%
DYNF iShares U.S. Equity… 0.0% 0.6%
VV Vanguard Morningstar… 0.0% 0.5%
GSLC Goldman Sachs ActiveBeta… 0.0% 0.5%
VCSH Vanguard Short-Term… 0.4% 0.1%
MSFT Microsoft Corporation 0.1% 0.5%
AMZN Amazon.com, Inc. 0.0% 0.5%
VB Vanguard Morningstar… 0.0% 0.5%
GOOGL Alphabet Inc. 0.1% 0.4%

Distinctively Financial Engines…

LEGR 0.0%
GNMA 0.0%
GRNB 0.0%
FLQL Franklin U.S. Large… 0.0%
STCE 0.0%
NBBK NB Bancorp, Inc.… 0.0%
AVMU 0.0%
IBLC 0.0%
VSDM 0.0%
YJUN 0.0%
NBTB NBT Bancorp Inc. 0.0%
SII Sprott Inc. 0.0%
DUSB 0.0%
HYMU 0.0%
EEMX 0.0%

Distinctively Northwestern Mutual…

FBND Fidelity Total Bond… 2.5%
CGDV Capital Group… 0.6%
INTF iShares International… 0.5%
IVLU iShares MSCI Intl… 0.4%
CGGR Capital Group Growth… 0.3%
FMDE Fidelity Enhanced Mid… 0.3%
FENI Fidelity Enhanced… 0.3%
IEF iShares 7-10 Year… 0.3%
CGGO Capital Group Global… 0.2%
DBEF Xtrackers MSCI EAFE… 0.2%
VFLO VictoryShares Free… 0.2%
PVAL Putnam Focused Large… 0.2%
CGSM Capital Group Short… 0.2%
RDVY First Trust Rising… 0.2%
EZU iShares MSCI Eurozone… 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