RC
| |
Rehmann Capital Advisory Group13F | |
| Rehmann Capital Advisory Group | |
| Last update 2025-04-30 | 602 Stocks (30 new) |
| Value $1.59 Bil | Turnover 6 % |
Rehmann Capital Advisory Group... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVE | iShares S&P 500 Value ETF | 634,066 | 120,840.4 | +12.72% | 7.610 | +0.86% | 0.320 | +11.89% | +5.62% | 40,001.9 | ||
IVW | iShares S&P 500 Growth ETF | 1,082,461 | 100,484.9 | +0.46% | 6.330 | +0.03% | 0.200 | +25.04% | +11.45% | 62,049.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 809,113 | 61,209.5 | -15.11% | 3.850 | -0.64% | 0.050 | +13.29% | +23.80% | 147,447.5 | ||
AAPL | Apple Inc | 202,327 | 44,943.1 | -0.64% | 2.830 | -0.02% | 0.000 | +4.98% | -14.13% | 3,203,884.0 | Hardware | |
IVV | iShares Core S&P 500 ETF | 65,062 | 36,558.7 | -1.30% | 2.300 | -0.03% | 0.010 | +18.73% | +8.82% | 641,483.6 | ||
VOO | Vanguard S&P 500 ETF | 70,300 | 36,127.9 | +17.03% | 2.270 | +0.33% | 0.010 | +18.66% | +8.75% | 662,768.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 379,627 | 31,038.4 | +5.01% | 1.950 | +0.09% | 0.060 | +3.77% | +5.25% | 53,384.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 229,426 | 27,992.3 | -9.89% | 1.760 | -0.21% | 0.040 | +19.01% | +8.39% | 72,917.3 | ||
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 1,108,175 | 27,427.3 | +13.79% | 1.730 | +0.21% | 0.880 | +2.27% | +3.31% | 2,956.1 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 287,628 | 26,939.3 | +9.04% | 1.700 | +0.14% | 0.110 | +4.20% | +6.43% | 23,807.5 |
Rehmann Capital Advisory Group's Historical Top Holdings Breakdowns
Rehmann Capital Advisory Group's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.86% | 185.78 ($193.5) 198.58 | $199.99 | 3.35% | Add 12.72% | 634,066 | 71,565 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.64% | 69.57 ($74.78) 78.65 | $85.47 | 14.30% | Reduce -15.11% | 809,113 | -144,054 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Reduce Reduce | -0.46% | 104.71 ($106.35) 107.68 | $103.48 | -2.69% | Reduce -60.38% | 44,555 | -67,895 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.33% | 507.05 ($540.58) 563.67 | $582.26 | 7.71% | Add 17.03% | 70,300 | 10,228 | |
ESCA | Escalade Inc | 2025-03-31 | New Buy New Buy | +0.30% | 14.29 ($15.07) 15.85 | $12.93 | -14.20% | New holding | 309,213 | 309,213 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.30% | 91.45 ($91.59) 91.75 | $91.68 | 0.10% | Add 32.32% | 214,561 | 52,403 | |
AIRR |
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
| 2025-03-31 | New Buy New Buy | +0.27% | 67.24 ($75.23) 84.27 | $85.56 | 13.73% | New holding | 62,685 | 62,685 | |
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 2025-03-31 | Add Add | +0.21% | 24.5 ($24.74) 24.95 | $24.82 | 0.30% | Add 13.79% | 1,108,175 | 134,269 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -0.21% | 120.29 ($128.89) 134.6 | $138.59 | 7.53% | Reduce -9.89% | 229,426 | -25,193 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.19% | 64.88 ($69.16) 72.1 | $74.48 | 7.70% | Add 20.53% | 271,044 | 46,158 |
Rehmann Capital Advisory Group Total Holding History ($B)
Rehmann Capital Advisory Group's Asset Allocation
Rehmann Capital Advisory Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Rehmann Capital Advisory Group's Hypothetical Growth since 2025-03-31
Rehmann Capital Advisory Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rehmann Capital Advisory Group's Holdings Heat Map
Size field:
Rehmann Capital Advisory Group's Holdings Bubble Chart
Rehmann Capital Advisory Group News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers