Análisis de declaraciones
Financial Engines Advisors L.L.C.
13F-HR · período Q1 2026 · presentado May 14, 2026
$49.25BValor 13F declarado
530Posiciones
+28Nuevo
162Incrementada
307Reducida
−37Posición cerrada
Mayores nuevas posiciones
| Valor | Valor | Ponderación |
|---|---|---|
| ESGE iShares ESG Aware MSCI EM ETF | $4.55M | 0.0% |
| NBTB NBT Bancorp Inc. | $1.25M | 0.0% |
| JMST JPMorgan Ultra-Short… | $899,695 | 0.0% |
| GM General Motors Company | $850,646 | 0.0% |
| SLV iShares Silver Trust | $720,265 | 0.0% |
| DELL Dell Technologies Inc. | $620,740 | 0.0% |
| DAL Delta Air Lines, Inc. | $507,019 | 0.0% |
| PCG PG&E Corporation | $416,971 | 0.0% |
| VTEC | $372,343 | 0.0% |
| BITW | $332,010 | 0.0% |
Mayores redimensionamientos
| Valor | Δ acciones | Valor actual | |
|---|---|---|---|
| VUG Vanguard Morningstar Growth… | ▲ Add | +0.1% | $473.42M |
| SPYG State Street SPDR Portfolio… | ▲ Add | +0.7% | $1.70B |
| SCHG Schwab U.S. Large-Cap Growth… | ▲ Add | +0.4% | $993.49M |
| XT iShares Future Exponential… | ▼ Trim | -1.1% | $2.21B |
| SCHK Schwab 1000 Index ETF | ▼ Trim | -0.1% | $1.37B |
| IWD iShares Russell 1000 Value ETF | ▼ Trim | -4.7% | $1.71B |
| KOMP State Street SPDR S&P Kensho… | ▼ Trim | -0.7% | $1.73B |
| SPYV State Street SPDR Portfolio… | ▼ Trim | -0.5% | $4.61B |
| SCHH Schwab U.S. REIT ETF | ▼ Trim | -0.3% | $1.29B |
| AKRE Akre Focus ETF | ▲ Add | +11.4% | $281.02M |
Procedencia: Metadatos del índice de formularios de EDGAR; análisis de la tabla de información analizada (última versión aceptada de este trimestre). No es comentario editorial: solo campos calculados.