13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633037
Total reported value
$2.2B
$2.2B
571 檔
14.8%
According to the latest 13F quarterly dataset, Rehmann Capital Advisory Group managed an equity portfolio of $2.2B at the end of Q1 2024, spanning 571 distinct U.S. exchange-listed positions.
In Q1 2024, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 1 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 571 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.81% | +1.35% | +7.45% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.02% | -0.18% | +8.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.30% | -0.18% | +3.63% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.38% | — | +0.83% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | +0.02% | +0.55% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.95% | +0.06% | -0.48% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 1.88% | -0.05% | +2.93% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 1.75% | -0.22% | +0.02% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.01% | +6.97% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.73% | -0.45% | -1.42% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.70% | -0.04% | +6.04% | |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.68% | +0.06% | +6.80% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.65% | -0.02% | +7.14% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.57% | — | +12.13% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.10% | -0.28% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | +0.05% | +1.26% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.33% | -0.01% | +8.74% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.04% | -10.30% | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.03% | -0.08% | +9.92% | |
| 20 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.90% | -0.04% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.08% | +1.90% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.05% | +1.40% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | -0.03% | +13.78% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.04% | -0.46% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.07% | +1.87% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.70% | -0.02% | -1.47% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.66% | — | -0.10% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.64% | +0.02% | +6.43% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.10% | +35.52% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.12% | +1.00% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | -0.19% | +1.09% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.58% | -0.05% | +7.20% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.57% | -0.01% | +9.16% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.55% | — | +10.87% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.04% | -2.30% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.48% | +0.11% | +10.22% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.48% | — | -0.52% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.08% | -1.01% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | — | +401.02% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.44% | -0.01% | +7.31% | |
| 41 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.44% | -0.13% | +49.24% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.03% | -0.23% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.03% | +2.66% | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.40% | -0.09% | +8.91% | |
| 45 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.38% | -0.15% | EXIT | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | — | -5.06% | |
| 47 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.37% | — | +7.26% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | +0.03% | -1.00% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.01% | -21.96% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.07% | +47.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +0.6% | +7.45% | Add |
| 2 | NVDA | Nvidia CORP | +0.3% | -0.46% | Trim |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.3% | +8.15% | Add |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +6.80% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +35.52% | Add |
| 6 | SYK | Stryker CORP | +0.1% | +0.02% | Add |
| 7 | COST | Costco Wholesale CORP | +0.1% | +47.19% | Add |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +49.24% | Add |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +88.14% | Add |
| 10 | HD | Home Depot Inc | +0.1% | +40.04% | Add |
| 11 | DFAC | Dimensional US Core Equity 2 | +0.1% | +8.74% | Add |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 13 | WMT | Walmart Inc | +0.1% | +280.75% | Add |
| 14 | ERIE | Erie Indemnity Company-cl A | +0.1% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | +0.1% | +1.40% | Add |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +13.78% | Add |
| 17 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +57.65% | Add |
| 18 | FIIG | Ft Intermed Dur Ig CORP ETF | +0.1% | +85.94% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.90% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +0.71% | Add |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +50.24% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +46.72% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +2.66% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.90% | Add |
| 25 | FDL | First Trust Morn Dvd Lead In | 0% | +14.79% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | -1.51% | Trim |
| 27 | XOM | Exxon Mobil CORP | 0% | +9.38% | Add |
| 28 | QQQM | Invesco Nasdaq 100 ETF | 0% | +10.22% | Add |
| 29 | DIS | Walt Disney Co/the | 0% | +2.52% | Add |
| 30 | CTVA | Corteva Inc | 0% | +0.49% | Add |
| 31 | MSFT | Microsoft CORP | 0% | -0.28% | Trim |
| 32 | DFIC | Dimensional International Co | 0% | +7.20% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | +1.87% | Add |
| 34 | DFUS | Dimensional US Eq Mkt ETF | — | -0.10% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | +0.55% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +1.00% | Add |
| 37 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.83% | Add |
| 38 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +6.04% | Add |
| 39 | UCON | First Trust Smith Unconstrai | 0% | +9.92% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | +6.97% | Add |
| 41 | FIXD | First Trust Smith Opportunis | 0% | +12.13% | Add |
| 42 | FVD | First Trust Value Line Dvd | -0.1% | +2.93% | Add |
| 43 | VCIT | Vanguard Int-term Corporate | -0.1% | +7.14% | Add |
| 44 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +3.63% | Add |
| 45 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -1.42% | Trim |
| 46 | IWF | Ishares Russell 1000 Growth | -0.1% | -21.96% | Trim |
| 47 | TSLA | Tesla Inc | -0.1% | -4.18% | Trim |
| 48 | PEB | Pebblebrook Hotel Trust | -0.1% | EXIT | Sold out |
| 49 | AGG | Ishares Core U.s. Aggregate | -0.3% | -10.30% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -0.48% | Trim |
According to official SEC Form 13F filings, Rehmann Capital Advisory Group reported a total U.S. public equity portfolio value of $2.2B across 571 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, IVE, IEFA) accounted for 14.8% of total reported equity market value during Q1 2024.
Top New Position Initiated
BIL
市值: $1.2M
Top Position Liquidated / Trimmed
PEB
前期市值: $1.6M
During Q1 2024, Rehmann Capital Advisory Group's top holdings by market value included IVW (6.8%)、IVE (6.0%)、IEFA (5.3%). The largest single position, IVW, represented 6.8% of total portfolio value.
In Q1 2024, Rehmann Capital Advisory Group made 49 total portfolio adjustments, initiating 1 new buys, adding to 38 positions, trimming 9 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.