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Rehmann Capital Advisory Group

Q3 2025 13F Holdings

  • Location
    lansing, MI
  • Num holdings

    634

  • Value ($000)

    $1,826,212

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001633037
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$135.63M
7 %

656,319

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$135.37M
7 %

1,120,983

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$85.47M
5 %

979,293

A
AAPL

APPLE INC

COM
037833100
$51.18M
3 %

201,000

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$48.93M
3 %

79,885

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$48.63M
3 %

1,050,732

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$41.29M
2 %

61,695

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$33.61M
2 %

365,761

I
IJJ

ISHARES TR

S&P MC 400VL ETF
464287705
$29.49M
2 %

227,266

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$29.46M
2 %

202,239

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