RC

Rehmann Capital Advisory Group

13F
Rehmann Capital Advisory Group
Last update 2025-04-30 602 Stocks (30 new)
Value $1.59 Bil Turnover 6 %
Countries:
Top Holdings: IVE(7.61%)IVW(6.33%)IEFA(3.85%)AAPL(2.83%)IVV(2.30%)
Summary Stock Picks Current Portfolio
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
+11.74%
+4.19%
39,785.8
 
IVW
iShares S&P 500 Growth ETF
1,082,461
100,484.9
+0.46%
6.330
+0.03%
0.200
+26.89%
+10.29%
61,544.3
 
IEFA
iShares Core MSCI EAFE ETF
809,113
61,209.5
-15.11%
3.850
-0.64%
0.050
+8.99%
+18.80%
144,033.5
 
AAPL
Apple Inc
202,327
44,943.1
-0.64%
2.830
-0.02%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
IVV
iShares Core S&P 500 ETF
65,062
36,558.7
-1.30%
2.300
-0.03%
0.010
+19.34%
+7.31%
636,576.3
 
VOO
Vanguard S&P 500 ETF
70,300
36,127.9
+17.03%
2.270
+0.33%
0.010
+19.34%
+7.26%
658,032.1
 
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
+2.88%
+2.95%
53,435.3
 
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
+19.74%
+7.01%
72,412.3
 
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
+1.26%
+0.69%
2,957.3
 
USMV
iShares MSCI USA Min Vol Factor ETF
287,628
26,939.3
+9.04%
1.700
+0.14%
0.110
+4.19%
+5.64%
23,797.4
 

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
$198.88
2.78%
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
$83.49
11.65%
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
$103.62
-2.57%
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
$577.95
6.91%
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
$13.05
-13.40%
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
$91.67
0.09%
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
$84.00
11.66%
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
0.32%
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
$137.64
6.79%
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
$73.98
6.97%
Add 20.53%
271,044
46,158

Rehmann Capital Advisory Group Total Holding History ($B)

To

Rehmann Capital Advisory Group's Asset Allocation

To

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

Discussions on Rehmann Capital Advisory Group

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.