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CIK: 0001633037
Total reported value
$2.2B
$2.2B
610 檔
18.5%
During the Q2 2025 filing period, Rehmann Capital Advisory Group (CIK: 0001633037) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.2B across 610 reported positions.
Rehmann Capital Advisory Group executed strategic sector rebalancing during Q2 2025, establishing 24 new positions while fully exiting 31 holdings and trimming 60 positions.
Showing top 200 holdings (of 610 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.81% | +1.35% | +8.19% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.41% | -0.18% | -1.27% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.21% | -0.18% | +2.81% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.62% | -0.24% | +61.73% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.31% | +2.64% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.06% | -1.30% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +0.02% | -1.54% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.83% | -0.34% | +53.13% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.78% | — | -5.24% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.67% | +0.06% | +9.46% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.63% | -0.04% | +3.09% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.62% | -0.45% | -0.98% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.10% | +6.94% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.46% | -0.22% | +1.18% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.41% | +0.01% | +0.85% | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.28% | -0.09% | +210.87% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.28% | -0.01% | +15.01% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.08% | -3.10% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.10% | +5.16% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.04% | +5.78% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | +0.05% | -2.92% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | -0.05% | +1.74% | |
| 23 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.88% | -0.13% | +2.68% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.78% | -0.11% | +125.63% | |
| 25 | FVD | First Trust Value Line Dvd | ETF-Other | 0.77% | -0.05% | +3.00% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.03% | +0.61% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.01% | -3.96% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.65% | -0.08% | -61.18% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.64% | — | -0.53% | |
| 30 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | +0.11% | +5.04% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.12% | -2.52% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.03% | +4.32% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -0.05% | +73.53% | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.56% | -0.05% | -2.48% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.54% | -0.02% | -5.94% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.52% | -0.02% | -0.27% | |
| 37 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.50% | -0.07% | +13.14% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.04% | -16.41% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.01% | +4.88% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.01% | +8.65% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.46% | -0.19% | -6.73% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.07% | -2.66% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.29% | +49.71% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | — | -3.13% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.08% | -1.78% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.03% | -4.20% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.08% | +10.91% | |
| 48 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.40% | -0.07% | +5.25% | |
| 49 | ERIE | Erie Indemnity Company-cl A | Stock-Financials | 0.38% | -0.04% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.08% | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1.5% | +8.19% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.9% | +61.73% | Add |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | +0.9% | +210.87% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +53.13% | Add |
| 5 | MUNI | Pimco Intermediate Municipal | +0.4% | +125.63% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +6.94% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | +5.78% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +2.81% | Add |
| 9 | VTIP | Vanguard Short-term Tips | +0.2% | +73.53% | Add |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +9.46% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.64% | Add |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.2% | +15.01% | Add |
| 13 | VCRM | Vanguard Core Tax-ex Bond | +0.2% | NEW | New buy |
| 14 | GLD | Spdr Gold Shares | +0.2% | +49.71% | Add |
| 15 | VV | Vanguard Large-cap ETF | +0.2% | +119.71% | Add |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +5.16% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +5.15% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.54% | Trim |
| 19 | AMZN | Amazon.com Inc | +0.1% | +1.74% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -3.96% | Trim |
| 21 | VONE | Vanguard Russell 1000 | +0.1% | +786.60% | Add |
| 22 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5.04% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +4.32% | Add |
| 24 | COF | Capital One Financial CORP | +0.1% | +49.53% | Add |
| 25 | XLK | Ss Technology Select Sector | +0.1% | +57.53% | Add |
| 26 | HYD | Vaneck High Yield Muni ETF | +0.1% | +119.42% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.91% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.20% | Trim |
| 29 | IWF | Ishares Russell 1000 Growth | +0.1% | +4.88% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.65% | Add |
| 31 | NFLX | Netflix Inc | +0.1% | -0.71% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | +0.1% | +23.96% | Add |
| 33 | BIV | Vanguard Intermediate-term B | +0.1% | NEW | New buy |
| 34 | AIRR | First Trust Rba American Ind | +0.1% | +2.60% | Add |
| 35 | SYK | Stryker CORP | 0% | +1.18% | Add |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | +3.09% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | 0% | -2.92% | Trim |
| 38 | DFUS | Dimensional US Eq Mkt ETF | 0% | -0.53% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -2.52% | Trim |
| 40 | IWD | Ishares Russell 1000 Value E | 0% | +16.87% | Add |
| 41 | CTVA | Corteva Inc | 0% | -0.25% | Trim |
| 42 | VGT | Vanguard Info Tech ETF | 0% | -2.51% | Trim |
| 43 | CCK | Crown Holdings Inc | 0% | NEW | New buy |
| 44 | GS | Goldman Sachs Group Inc | 0% | +13.17% | Add |
| 45 | SSNC | Ss&c Technologies Holdings | 0% | +268.96% | Add |
| 46 | PLTR | Palantir Technologies Inc-a | 0% | +1.78% | Add |
| 47 | VUG | Vanguard Growth ETF | 0% | -4.20% | Trim |
| 48 | DFIC | Dimensional International Co | 0% | -2.48% | Trim |
| 49 | SDVY | First Trust Smid Cap Rising | 0% | +13.22% | Add |
| 50 | VEA | Vanguard Ftse Developed ETF | 0% | +0.88% | 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 610 disclosed positions in Q2 2025.
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 18.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
VCRM
市值: $2.9M
Top Position Liquidated / Trimmed
TLT
前期市值: $11.9M
During Q2 2025, Rehmann Capital Advisory Group's top holdings by market value included IVW (7.8%)、IVE (7.4%)、IEFA (4.2%). The largest single position, IVW, represented 7.8% of total portfolio value.
In Q2 2025, Rehmann Capital Advisory Group made 198 total portfolio adjustments, initiating 24 new buys, adding to 83 positions, trimming 60 holdings, and fully liquidating 31 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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