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CIK: 0001633037
Total reported value
$2.2B
$2.2B
600 檔
17.1%
The Q4 2024 SEC filing reveals that Rehmann Capital Advisory Group held a total portfolio value of $2.2B, covering 600 public equity positions.
In Q4 2024, Rehmann Capital Advisory Group displayed an active expansion posture, initiating 32 new positions and adding to 95 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 600 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.93% | +1.35% | +2.00% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.80% | -0.18% | +1.11% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.24% | -0.18% | +7.71% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.23% | +0.06% | +24.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | +0.02% | +4.23% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.08% | — | -6.85% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.31% | +16.17% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.84% | -0.02% | +8.24% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.68% | -0.24% | -2.63% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.57% | -0.04% | -0.55% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.52% | -0.08% | +5.60% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.48% | -0.45% | -4.47% | |
| 13 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.44% | +0.06% | +1.79% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.43% | -0.22% | -4.03% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.43% | +0.01% | +0.77% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.08% | +35.79% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.10% | -0.44% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.11% | -0.01% | -10.95% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | +0.05% | -3.07% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.04% | -2.00% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.10% | +31.19% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.94% | -0.34% | +32.72% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.05% | +3.32% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | -0.01% | +157.51% | |
| 25 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.75% | -0.13% | +41.80% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 0.74% | -0.05% | -5.20% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.03% | +1.65% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.07% | -3.94% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.71% | — | -4.00% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | -0.04% | -11.46% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.12% | +9.01% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.66% | +0.02% | -0.32% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.62% | — | +1.84% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.01% | +47.06% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.57% | -0.01% | -3.45% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.55% | -0.02% | +27.48% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.54% | -0.02% | -0.53% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.54% | +0.11% | +3.72% | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.50% | -0.05% | +0.83% | |
| 40 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.47% | -0.04% | -39.92% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.03% | +3.66% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.03% | +4.92% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.45% | -0.09% | -1.45% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.45% | — | -2.67% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.01% | +16.29% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.07% | +16.34% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | — | +5.51% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | -0.19% | -5.72% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.08% | +10.03% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.08% | -0.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | +24.61% | Add |
| 2 | MUB | Ishares National Muni Bond E | +0.5% | +157.51% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +2.00% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +35.79% | Add |
| 5 | TMUS | T-mobile US Inc | +0.3% | +1206.38% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +16.17% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +31.19% | Add |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +32.72% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +47.06% | Add |
| 10 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.2% | +41.80% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +3.32% | Add |
| 12 | HYD | Vaneck High Yield Muni ETF | +0.1% | +171.43% | Add |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +27.48% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | -6.20% | Trim |
| 15 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +9.01% | Add |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +261.29% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | +31.63% | Add |
| 19 | FSIG | Ft LTD Duration Inv Grade | +0.1% | +37.04% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.23% | Add |
| 21 | FIIG | Ft Intermed Dur Ig CORP ETF | +0.1% | +45.64% | Add |
| 22 | FREL | Fidelity Msci Rl Est Indx | +0.1% | +54.15% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.03% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +4.81% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +4.92% | Add |
| 26 | DBC | Invesco Db Commodity Index T | +0.1% | NEW | New buy |
| 27 | COST | Costco Wholesale CORP | +0.1% | +16.34% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | +0.1% | +27.25% | Add |
| 29 | MPC | Marathon Petroleum CORP | +0.1% | +125.15% | Add |
| 30 | NVDA | Nvidia CORP | +0.1% | -2.00% | Trim |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.29% | Add |
| 32 | RTX | Rtx CORP | +0.1% | +91.55% | Add |
| 33 | DUSB | Dimension Ultrashort Fi ETF | +0.1% | +144.07% | Add |
| 34 | APO | Apollo Global Management Inc | +0.1% | +2.82% | Add |
| 35 | BA | Boeing Co/the | +0.1% | +27.25% | Add |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +35.89% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +2.37% | Add |
| 38 | SDVY | First Trust Smid Cap Rising | 0% | +29.88% | Add |
| 39 | DE | Deere & Co | 0% | +87.78% | Add |
| 40 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 41 | MTCH | Match Group Inc | 0% | NEW | New buy |
| 42 | RSP | Invesco S&p 500 Equal Weight | 0% | +155.07% | Add |
| 43 | DFSD | Dimensional Short Duration | 0% | +81.02% | Add |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +14.33% | Add |
| 45 | VUG | Vanguard Growth ETF | 0% | +3.66% | Add |
| 46 | QQQM | Invesco Nasdaq 100 ETF | 0% | +3.72% | Add |
| 47 | WMT | Walmart Inc | 0% | -0.76% | Trim |
| 48 | BX | Blackstone Inc | 0% | +5.73% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.93% | Add |
| 50 | NFLX | Netflix Inc | 0% | +3.86% | Add |
According to official SEC Form 13F filings, Rehmann Capital Advisory Group reported a total U.S. public equity portfolio value of $2.2B across 600 disclosed positions in Q4 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 17.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.9M
Top Position Liquidated / Trimmed
IYK
前期市值: $3.3M
During Q4 2024, Rehmann Capital Advisory Group's top holdings by market value included IVW (6.9%)、IVE (6.8%)、IEFA (4.2%). The largest single position, IVW, represented 6.9% of total portfolio value.
In Q4 2024, Rehmann Capital Advisory Group made 200 total portfolio adjustments, initiating 32 new buys, adding to 95 positions, trimming 45 holdings, and fully liquidating 28 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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