Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL ENGINES ADVISORS LLC | 02-12-2024 | 12-31-2023 | 318 | 42,396,574,002 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 400 MID C | ETP | 301 | $939,954 | 19,293 | 0.00 | 0.00 | -6,741 | -25.89 | 12-31-2023 |
| JPMORGAN CHASE & CO | Common Stock | 302 | $928,747 | 5,460 | 0.00 | 0.00 | 2,588 | 90.11 | 12-31-2023 |
| SPDR BLOOMBERG 1-3 MONTH T-B | ETP | 303 | $922,947 | 10,099 | 0.00 | 0.00 | -23,625 | -70.05 | 12-31-2023 |
| GRACO INC | Common Stock | 304 | $913,890 | 10,533 | 0.00 | 0.00 | 2,932 | 38.57 | 12-31-2023 |
