$820 Million is the total value of ALESCO ADVISORS LLC's 78 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 25.5% |
| ISHARES TR | 45 | Q2 2024 | 13.3% |
| ISHARES TR | 45 | Q2 2024 | 10.9% |
| SPDR S&P 500 ETF TR | 45 | Q2 2024 | 13.8% |
| VANGUARD BD INDEX FDS | 45 | Q2 2024 | 4.4% |
| ISHARES TR | 45 | Q2 2024 | 10.3% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 4.7% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 1.9% |
| ISHARES TR | 45 | Q2 2024 | 2.9% |
| ISHARES TR | 45 | Q2 2024 | 2.8% |
View ALESCO ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View ALESCO ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.