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CIK: 0001633037
Total reported value
$2.2B
$2.2B
575 檔
14.9%
At the close of Q2 2024, Rehmann Capital Advisory Group disclosed equity holdings valued at approximately $2.2B, spread across 575 reported holdings.
In Q2 2024, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 575 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.96% | +1.35% | -2.95% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.09% | -0.18% | +7.98% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.49% | -0.18% | -9.93% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.24% | — | -3.16% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.06% | +9.99% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.02% | -1.83% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 1.98% | -0.05% | +13.58% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.69% | -0.02% | +7.71% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.68% | -0.45% | +0.63% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.68% | -0.24% | +3421.80% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.59% | -0.22% | -0.17% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.54% | +0.01% | -4.53% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.52% | -0.04% | -2.85% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.10% | -2.82% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.42% | +0.06% | -8.99% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.39% | +0.05% | -0.90% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.30% | -0.01% | +0.66% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.12% | -0.04% | +0.94% | |
| 19 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.07% | -0.08% | +8.37% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.04% | +903.75% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.08% | +18.15% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.05% | -5.94% | |
| 23 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.78% | -0.04% | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.03% | -1.80% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.07% | +0.22% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.74% | — | +45.51% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.10% | +19.41% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.12% | -1.36% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.65% | — | -0.98% | |
| 30 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.61% | -0.02% | -7.80% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.57% | -0.01% | +4.73% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.56% | -0.05% | +2.49% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | +0.11% | +5.99% | |
| 34 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.51% | -0.13% | +22.37% | |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.49% | +0.02% | -21.35% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.08% | +3.58% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.04% | +9.23% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | — | +6.31% | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.19% | -20.25% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.34% | +410.57% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.45% | +0.03% | -2.72% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.44% | -0.09% | +13.54% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.44% | -0.01% | +4.65% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | — | +0.61% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.03% | +8.46% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.08% | +5.52% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.01% | +15.27% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.07% | -0.60% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.39% | -0.02% | +51.15% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.01% | +13.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +1.6% | +3421.80% | Add |
| 2 | AAPL | Apple Inc | +0.6% | +9.99% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +410.57% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +903.75% | Add |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +45.51% | Add |
| 6 | FREL | Fidelity Msci Rl Est Indx | +0.2% | +571.16% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -2.95% | Trim |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +51.15% | Add |
| 9 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +19.41% | Add |
| 11 | FVD | First Trust Value Line Dvd | +0.1% | +13.58% | Add |
| 12 | SHYD | Vaneck Sh Hi Yld Muni | +0.1% | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.15% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -1.36% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.52% | Add |
| 16 | IVE | Ishares S&p 500 Value ETF | +0.1% | +7.98% | Add |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +22.37% | Add |
| 18 | MPLX | Mplx LP | +0.1% | NEW | New buy |
| 19 | PFE | Pfizer Inc | +0.1% | +23.17% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.14% | Add |
| 21 | LIN | Linde plc | +0.1% | +81.23% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +15.27% | Add |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5.99% | Add |
| 24 | WMT | Walmart Inc | +0.1% | +6.71% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +13.78% | Add |
| 26 | VGT | Vanguard Info Tech ETF | +0.1% | +25.65% | Add |
| 27 | FTV | Fortive CORP | +0.1% | NEW | New buy |
| 28 | VCIT | Vanguard Int-term Corporate | 0% | +7.71% | Add |
| 29 | UCON | First Trust Smith Unconstrai | 0% | +8.37% | Add |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +13.54% | Add |
| 31 | FIIG | Ft Intermed Dur Ig CORP ETF | 0% | +29.90% | Add |
| 32 | LLY | Eli Lilly & Co | 0% | +6.39% | Add |
| 33 | COST | Costco Wholesale CORP | 0% | -0.60% | Trim |
| 34 | FSIG | Ft LTD Duration Inv Grade | 0% | +22.24% | Add |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.22% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -1.83% | Trim |
| 37 | CE | Celanese CORP | -0.1% | EXIT | Sold out |
| 38 | CVS | Cvs Health CORP | -0.1% | -14.04% | Trim |
| 39 | KNX | Knight-swift Transportation | -0.1% | EXIT | Sold out |
| 40 | NFRA | Flexshares Stoxx Global Broa | -0.1% | EXIT | Sold out |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | -7.80% | Trim |
| 42 | IAU | Ishares Gold Trust | -0.1% | -20.25% | Trim |
| 43 | ERIE | Erie Indemnity Company-cl A | -0.1% | — | Unchanged |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -21.35% | Trim |
| 45 | SYK | Stryker CORP | -0.2% | -0.17% | Trim |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.2% | -2.85% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.2% | -4.53% | Trim |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.3% | -8.99% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | -9.93% | Trim |
| 50 | FIXD | First Trust Smith Opportunis | -1.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Rehmann Capital Advisory Group reported a total U.S. public equity portfolio value of $2.2B across 575 disclosed positions in Q2 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 14.9% of total reported equity market value during Q2 2024.
Top New Position Initiated
SDVY
市值: $1.7M
Top Position Liquidated / Trimmed
FIXD
前期市值: $21.1M
During Q2 2024, Rehmann Capital Advisory Group's top holdings by market value included IVW (7.0%)、IVE (6.1%)、IEFA (4.5%). The largest single position, IVW, represented 7.0% of total portfolio value.
In Q2 2024, Rehmann Capital Advisory Group made 49 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 13 holdings, and fully liquidating 4 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.
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