Fund HoldingsALESCO ADVISORS LLC

Total Portfolio Value
$3.92B
Total Bought
$118.61M
Total Sold
$91.53M
Net Transaction
+$27.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD BD INDEX FDS2,544,1182,748,378+204,260188,443202,3915.16%+13,948
ISHARES TR5,372,5515,389,687+17,136354,588363,9669.29%+9,377
AMERICAN CENTY ETF TR1,072,7241,051,667-21,057109,396116,1782.96%+6,781
SCHWAB STRATEGIC TR5,956,3746,121,252+164,878157,784162,8874.16%+5,102
GOLDMAN SACHS ETF TR114,500162,680+48,18011,44316,2990.42%+4,856
VANGUARD MALVERN FDS2,038,8072,100,623+61,816100,839104,9262.68%+4,087
AMERICAN CENTY ETF TR1,325,3411,291,725-33,616100,421104,1262.66%+3,705
ISHARES TR
US TREAS BD ETF
3,526,4193,691,010+164,59181,19684,5612.16%+3,365
SCHWAB STRATEGIC TR618,801752,236+133,43515,08018,2570.47%+3,177
ISHARES TR
0-5YR HI YL CP
0227,953+227,95309,6450.25%+9,645
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
1,527,4171,596,557+69,14071,91174,9581.91%+3,048
ISHARES TR0339,675+339,675017,8530.46%+17,853
NVIDIA CORPORATION(NVDA)7,15423,208+16,0541,3344,0480.10%+2,713
ISHARES TR
FLTG RATE NT ETF
0138,500+138,50007,0570.18%+7,057
ISHARES INC
CORE MSCI EMKT
02,314,425+2,314,4250161,4314.12%+161,431
ISHARES TR
CORE MSCI INTL
3,099,6563,084,815-14,841255,660257,7986.58%+2,138
AMAZON COM INC(AMZN)12,79624,247+11,4512,9545,0500.13%+2,096
TAIWAN SEMICONDUCTOR MANUFAC(TSM)06,000+6,00002,0280.05%+2,028
MASTERCARD INCORPORATED(MA)04,033+4,03302,0150.05%+2,015
ISHARES TR194,627215,352+20,72520,84722,8600.58%+2,013
LAM RESEARCH CORP(LRCX)08,211+8,21101,7540.04%+1,754
UNITED PARCEL SVCS INC(UPS)014,574+14,57401,4340.04%+1,434
MICROSOFT CORP(MSFT)020,259+20,25907,4990.19%+7,499
META PLATFORMS INC(META)1,1363,739+2,6037502,1390.05%+1,389
ALPHABET INC(GOOG)6,15111,180+5,0291,9253,2150.08%+1,290
VISA INC(V)3,3438,013+4,6701,1722,4220.06%+1,249
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
439,641447,821+8,18014,83316,0230.41%+1,190
ISHARES TR435,454461,036+25,58223,30124,4900.62%+1,189
NU HLDGS LTD(NU)079,797+79,79701,1470.03%+1,147
MOODYS CORP(MCO)02,622+2,62201,1440.03%+1,144
SPDR INDEX SHS FDS
ST INTL CAP ETF
026,443+26,44301,1170.03%+1,117
ISHARES TR02,240,064+2,240,0640278,4627.10%+278,462
ELEVANCE HEALTH INC FORMERLY(ELV)03,576+3,57601,0470.03%+1,047
APPLIED MATLS INC02,884+2,88409860.03%+986
TJX COS INC NEW(TJX)05,994+5,99409570.02%+957
SPDR SERIES TRUST
ST STR SP600 SML
76,12993,408+17,2793,5674,5130.12%+946
SPDR SERIES TRUST
ST STR P500ETF
119,399137,485+18,0869,57810,5230.27%+945
WEST FRASER TIMBER LTD(WFG)014,157+14,15709240.02%+924
APPLE INC(AAPL)30,45936,233+5,7748,2819,1960.23%+915
BLACKROCK INC(BLK)0948+94809120.02%+912
ASML HLDG NV
N Y REGISTRY SHS
0634+63408370.02%+837
SPOTIFY TECHNOLOGY S A(SPOT)01,721+1,72108350.02%+835
COOPER COS INC(COO)011,575+11,57508280.02%+828
VERTEX PHARMACEUTICALS INC(VRTX)01,825+1,82508150.02%+815
ISHARES TR015,825+15,82508110.02%+811
WEYERHAEUSER CO(WY)032,377+32,37707910.02%+791
CADENCE DESIGN SYSTEM INC(CDNS)02,752+2,75207650.02%+765
MERCADOLIBRE INC(MELI)0422+42207300.02%+730
SERVICENOW INC(NOW)06,816+6,81607130.02%+713
SPDR INDEX SHS FDS
ST MARKE CAP ETF
010,583+10,58307000.02%+700
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
037,360+37,36002,7920.07%+2,792
TRANSUNION(TRU)09,914+9,91406860.02%+686
CBRE GROUP INC(CBRE)05,038+5,03806820.02%+682
UNITEDHEALTH GROUP INC(UNH)02,468+2,46806680.02%+668
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
537,602545,256+7,65417,70918,3590.47%+650
CORNING INC(GLW)04,648+4,64806320.02%+632
GRAPHIC PACKAGING HLDG CO(GPK)063,188+63,18806280.02%+628
ISHARES TR1,342,2331,297,475-44,75895,84996,4672.46%+618
EXXON MOBIL CORP12,09612,158+621,4562,0630.05%+607
MOLINA HEALTHCARE INC(MOH)04,466+4,46605950.02%+595
ROLLINS INC(ROL)011,054+11,05405900.02%+590
COMPANHIA DE SANEAMENTO BASI(SBS)019,039+19,03905810.01%+581
VUZIX CORP0267,011+267,01106170.02%+617
HEICO CORP NEW02,711+2,71105720.01%+572
AMPHENOL CORP04,323+4,32305460.01%+546
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
19,69522,320+2,6256,0876,5870.17%+501
BENTLEY SYS INC(BSY)013,451+13,45104720.01%+472
SPDR SERIES TRUST
ST STR P400MID
41,94248,207+6,2652,4292,8550.07%+426
SHERWIN WILLIAMS CO(SHW)02,528+2,52808100.02%+810
NASDAQ INC(NDAQ)04,923+4,92304180.01%+418
FIRST AMERN FINL CORP(FAF)06,890+6,89004150.01%+415
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
15,11222,712+7,6008431,2570.03%+414
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
023,160+23,16001,9160.05%+1,916
BOOKING HOLDINGS INC(BKNG)095+9504000.01%+400
DOMINOS PIZZA INC(DPZ)01,053+1,05303780.01%+378
ATLASSIAN CORPORATION05,094+5,09403480.01%+348
AGNICO EAGLE MINES LTD(AEM)01,695+1,69503440.01%+344
INTERCONTINENTAL EXCHANGE IN(ICE)02,158+2,15803390.01%+339
JOHNSON & JOHNSON(JNJ)5,3915,942+5511,1161,4520.04%+337
BERKSHIRE HATHAWAY INC DEL09,659+9,65904,6290.12%+4,629
IDEXX LABS INC(IDXX)0520+52002920.01%+292
VANGUARD MUN BD FDS4,4257,255+2,8304467250.02%+279
ISHARES TR
0-5 YR TIPS ETF
104,209105,629+1,42010,67010,9250.28%+255
VANGUARD SPECIALIZED FUNDS01,160+1,16002490.01%+249
ISHARES TR9,13011,970+2,8407569880.03%+232
CENCORA INC0716+71602250.01%+225
VANGUARD INDEX FDS4,1884,771+5832,6262,8510.07%+225
COSTCO WHOLESALE CORPORATION(COST)0223+22302220.01%+222
VANGUARD INDEX FDS47,62247,041-5818,4478,6690.22%+222
ISHARES TR02,859+2,85902160.01%+216
CARDINAL HEALTH INC(CAH)01,008+1,00802130.01%+213
ILLINOIS TOOL WKS INC(ITW)0800+80002080.01%+208
CATERPILLAR INC(CAT)1,0141,113+995817890.02%+208
STARBUCKS CORP(SBUX)02,284+2,28402050.01%+205
MCKESSON CORP(MCK)0235+23502030.01%+203
INTERNATIONAL BUSINESS MACHS(IBM)02,537+2,53706150.02%+615
BOEING CO(BA)1,2842,044+7602794070.01%+128
GE AEROSPACE(GE)02,082+2,08205910.02%+591
CHEVRON CORPORATION(CVX)01,933+1,93304000.01%+400
WALMART INC(WMT)02,529+2,52903140.01%+314
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