Rehmann Capital Advisory Group

Q4 2024 13F Holdings

  • Location
    lansing, MI
  • Num holdings

    600

  • Value ($000)

    $1,577,962

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVW
IVW

ISHARES TR

S&P 500 GRWT ETF
$109.39M
7 %

1,077,456

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$107.37M
7 %

562,501

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$66.98M
4 %

953,167

AAPL
AAPL

APPLE INC

COM
$50.99M
3 %

203,637

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$38.81M
3 %

65,921

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$32.75M
2 %

254,619

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$32.29M
2 %

60,072

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$29.01M
2 %

361,522

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$26.56M
2 %

591,868

IJJ
IJJ

ISHARES TR

S&P MC 400VL ETF
$24.81M
2 %

198,670

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