ALESCO ADVISORS LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$3.5T

Holdings

193

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
1,323,861$822.0B23.64%
2
IJHISHARES TR
5,400,020$334.9B9.63%
3
IJRISHARES TR
2,361,858$258.1B7.42%
4
IDEVISHARES TR
3,128,384$237.9B6.84%
5
IEMGISHARES INC
2,511,249$150.8B4.34%
6
SCHPSCHWAB STRATEGIC TR
5,474,498$146.1B4.20%
7
BNDVANGUARD BD INDEX FDS
1,971,352$145.2B4.17%
8
SPYSPDR S&P 500 ETF TR
220,511$136.2B3.92%
9
AQLTISHARES TR
1,601,603$133.7B3.85%
10
AVUVAMERICAN CENTY ETF TR
1,086,803$99.0B2.85%
11
VTIPVANGUARD MALVERN FDS
1,880,772$94.5B2.72%
12
DUHPDIMENSIONAL ETF TRUST
2,650,009$94.2B2.71%
13
AVLVAMERICAN CENTY ETF TR
1,342,796$91.6B2.63%
14
EFVISHARES TR
1,403,487$89.1B2.56%
15
AQLTISHARES TR
3,233,769$74.3B2.14%
16
VEAVANGUARD TAX-MANAGED FDS
878,694$50.1B1.44%
17
ESGUISHARES TR
277,563$37.6B1.08%
18
EAGGISHARES TR
671,888$31.9B0.92%
19
VWOVANGUARD INTL EQUITY INDEX F
518,732$25.7B0.74%
20
SPYVSPDR SERIES TRUST
402,864$21.1B0.61%
21
SUBISHARES TR
159,994$17.0B0.49%
22
MUBISHARES TR
160,061$16.7B0.48%
23
NYFISHARES TR
292,550$15.3B0.44%
24
IGSBISHARES TR
285,093$15.0B0.43%
25
IVEISHARES TR
73,986$14.5B0.42%
26
VVVANGUARD INDEX FDS
48,105$13.7B0.39%
27
SCHOSCHWAB STRATEGIC TR
561,392$13.7B0.39%
28
ESGDISHARES TR
135,637$12.1B0.35%
29
DFISDIMENSIONAL ETF TRUST
394,531$11.8B0.34%
30
SCZISHARES TR
152,162$11.1B0.32%
31
STIPISHARES TR
101,560$10.5B0.30%
32
GBILGOLDMAN SACHS ETF TR
96,572$9.7B0.28%
33
DFEVDIMENSIONAL ETF TRUST
320,787$9.6B0.28%
34
MDYVSPDR SERIES TRUST
118,673$9.4B0.27%
35
IWFISHARES TR
18,428$7.8B0.23%
36
VOEVANGUARD INDEX FDS
47,264$7.8B0.22%
37
FLRNSPDR SERIES TRUST
233,130$7.2B0.21%
38
ESMLISHARES TR
161,907$6.7B0.19%
39
SPYMSPDR SERIES TRUST
87,820$6.4B0.18%
40
SGOVISHARES TR
62,257$6.3B0.18%
41
TIPXSPDR SERIES TRUST
318,981$6.1B0.18%
42
IWCISHARES TR
47,452$6.1B0.17%
43
MSFTMICROSOFT CORP
12,178$6.1B0.17%
44
AAPLAPPLE INC
29,160$6.0B0.17%
45
SHYGISHARES TR
135,265$5.8B0.17%
46
ESGEISHARES INC
140,042$5.5B0.16%
47
FNDFSCHWAB STRATEGIC TR
130,488$5.2B0.15%
48
VONEVANGUARD SCOTTSDALE FDS
17,827$5.0B0.14%
49
EFAISHARES TR
49,282$4.4B0.13%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
8,726$4.2B0.12%
51
VOVANGUARD INDEX FDS
14,711$4.1B0.12%
52
FLOTISHARES TR
72,770$3.7B0.11%
53
IJJISHARES TR
27,999$3.5B0.10%
54
IWVISHARES TR
9,608$3.4B0.10%
55
BSVVANGUARD BD INDEX FDS
41,168$3.2B0.09%
56
VCSHVANGUARD SCOTTSDALE FDS
39,418$3.1B0.09%
57
VBVANGUARD INDEX FDS
12,456$3.0B0.08%
58
AMZNAMAZON COM INC
12,583$2.8B0.08%
59
VTEBVANGUARD MUN BD FDS
52,060$2.6B0.07%
60
IVWISHARES TR
22,617$2.5B0.07%
61
JPMJPMORGAN CHASE & CO.
8,174$2.4B0.07%
62
BNLBROADSTONE NET LEASE INC
145,484$2.3B0.07%
63
AGGISHARES TR
23,040$2.3B0.07%
64
PAYXPAYCHEX INC
15,442$2.2B0.06%
65
SPMBSPDR SERIES TRUST
94,950$2.1B0.06%
66
IJKISHARES TR
21,652$2.0B0.06%
67
GVIISHARES TR
17,910$1.9B0.06%
68
SCHXSCHWAB STRATEGIC TR
77,080$1.9B0.05%
69
IWPISHARES TR
13,400$1.9B0.05%
70
VOOVANGUARD INDEX FDS
3,080$1.7B0.05%
71
IAU*ISHARES GOLD TR
27,037$1.7B0.05%
72
TIPISHARES TR
14,479$1.6B0.05%
73
IWMISHARES TR
7,075$1.5B0.04%
74
XOMEXXON MOBIL CORP
13,321$1.4B0.04%
75
IJTISHARES TR
10,230$1.4B0.04%
76
IJSISHARES TR
12,919$1.3B0.04%
77
VYMVANGUARD WHITEHALL FDS
9,560$1.3B0.04%
78
VBRVANGUARD INDEX FDS
6,465$1.3B0.04%
79
MBBISHARES TR
13,285$1.2B0.04%
80
ACWVISHARES INC
10,441$1.2B0.04%
81
VVISA INC
3,485$1.2B0.04%
82
SPMDSPDR SERIES TRUST
22,263$1.2B0.03%
83
CATHGLOBAL X FDS
16,022$1.2B0.03%
84
XYLXYLEM INC
9,135$1.2B0.03%
85
SPYXSPDR SERIES TRUST
23,180$1.2B0.03%
86
ORCLORACLE CORP
5,127$1.1B0.03%
87
LOWLOWES COS INC
5,009$1.1B0.03%
88
IOOISHARES TR
10,115$1.1B0.03%
89
GWXSPDR INDEX SHS FDS
29,228$1.1B0.03%
90
SPBOSPDR SERIES TRUST
36,645$1.1B0.03%
91
VONGVANGUARD SCOTTSDALE FDS
9,624$1.1B0.03%
92
VTVVANGUARD INDEX FDS
5,670$1.0B0.03%
93
SCHHSCHWAB STRATEGIC TR
47,151$997.7M0.03%
94
GOOGLALPHABET INC
5,448$960.1M0.03%
95
MDYSPDR S&P MIDCAP 400 ETF TR
1,649$934.1M0.03%
96
TFISPDR SERIES TRUST
20,583$919.4M0.03%
97
STPZPIMCO ETF TR
16,712$899.3M0.03%
98
BILSSPDR SERIES TRUST
8,686$863.6M0.02%
99
IWOISHARES TR
3,000$857.6M0.02%
100
SPSMSPDR SERIES TRUST
19,610$835.4M0.02%
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