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CIK: 0001633037
Total reported value
$2.2B
$2.2B
593 檔
16.2%
As reported in its official Q3 2024 Form 13F filing, Rehmann Capital Advisory Group's tracked investment portfolio stood at $2.2B with 593 total positions.
In Q3 2024, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 31 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 593 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.17% | -0.18% | +19.10% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.61% | +1.35% | +0.65% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.51% | -0.18% | +2.58% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.06% | -2.69% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.38% | +0.02% | -0.26% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.24% | — | -28.25% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.86% | -0.24% | +16.16% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.83% | -0.02% | +12.91% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.31% | +1386.75% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.65% | -0.45% | -1.42% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.61% | -0.04% | +6.70% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 1.55% | -0.22% | +0.04% | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.52% | -0.08% | +50.91% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.49% | +0.01% | -3.67% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.47% | +0.06% | +9.05% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.10% | -2.45% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.29% | +0.05% | -4.94% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.29% | -0.01% | +1.05% | |
| 19 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 1.06% | -0.04% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.08% | -2.39% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.04% | +4.88% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | — | +18.67% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.85% | -0.04% | -20.53% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-Other | 0.84% | -0.05% | -58.19% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.05% | +2.05% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.03% | -1.00% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.10% | +8.72% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | +0.07% | +6.13% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.73% | -0.34% | +79.09% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.71% | +0.02% | +54.84% | |
| 31 | MBB | Ishares Mbs ETF | ETF-Other | 0.64% | -0.01% | +17.61% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.61% | — | -1.21% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.61% | -0.02% | -0.84% | |
| 34 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.57% | -0.13% | +16.07% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.56% | -0.05% | +2.57% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.12% | -2.68% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.51% | +0.11% | +4.29% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.19% | -1.86% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.47% | -0.09% | +17.58% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | — | +0.07% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.04% | -3.81% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.43% | -0.02% | +17.54% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.43% | -0.01% | +2.88% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.03% | +2.17% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.08% | -8.22% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | — | -0.33% | |
| 47 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 0.42% | — | +15.13% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.01% | +3.31% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.03% | -3.53% | |
| 50 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.39% | -0.15% | EXIT |
According to official SEC Form 13F filings, Rehmann Capital Advisory Group reported a total U.S. public equity portfolio value of $2.2B across 593 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVE, IVW, IEFA) accounted for 16.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
LMBS
市值: $2.0M
Top Position Liquidated / Trimmed
FTSM
前期市值: $1.5M
During Q3 2024, Rehmann Capital Advisory Group's top holdings by market value included IVE (7.2%)、IVW (6.6%)、IEFA (4.5%). The largest single position, IVE, represented 7.2% of total portfolio value.
In Q3 2024, Rehmann Capital Advisory Group made 198 total portfolio adjustments, initiating 31 new buys, adding to 90 positions, trimming 64 holdings, and fully liquidating 13 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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