Sign in

Rehmann Capital Advisory Group

CIK:0001633037
Investment Adviser
$4B AUM
610 holdings
Lansing, MI, USA
Founded:2011
36 employees
Latest filing:Jun 30, 2025

Rehmann Capital Advisory Group is a registered investment adviser based in Michigan that provides investment management and advisory services to a range of clients, including individuals (high net worth and others), pension and profit-sharing plans, and corporations, primarily serving United States clients with discretionary and non-discretionary accounts.

Top Buys
I
IVWISHARES TR
+$28.5M
F
FBNDFIDELITY MERRIMACK STR TR
+$16.6M
J
JAAAJANUS DETROIT STR TR
+$14.4M
B
BILSPDR SERIES TRUST
+$10.5M
I
IEFAISHARES TR
+$8.2M
Top Sells
V
VCITVANGUARD SCOTTSDALE FDS
-$27.9M
U
UCONFIRST TR EXCHNG TRADED FD VI
-$16.7M
T
TLTISHARES TR
-$11.9M
Q
QQQINVESCO QQQ TR
-$11.5M
M
MBBISHARES TR
-$8.8M

Top Holdings

I
IVWISHARES TR
+7.8%$128.9M
I
IVEISHARES TR
+7.4%$122.3M
I
IEFAISHARES TR
+4.2%$69.4M
F
FBNDFIDELITY MERRIMACK STR TR
+2.6%$43.3M
V
VOOVANGUARD INDEX FDS
+2.5%$41.0M

Equity Positions (608)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVW
ISHARES TR7.81%$128.9M1,171,070$60.01$110.10+$28.5M
I
IVE
ISHARES TR7.41%$122.3M626,003$149.00$195.42+$1.5M
I
IEFA
ISHARES TR4.21%$69.4M831,851$58.70$83.48+$8.2M
F
FBND
FIDELITY MERRIMACK STR TR2.62%$43.3M947,253$45.25$45.75+$16.6M
V
VOO
VANGUARD INDEX FDS2.48%$41.0M72,158$520.13$568.03+$4.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+2.5%
ELECTRONIC COMPUTERS
+2.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.4%
SEMICONDUCTORS & RELATED DEVICES
+2.3%
PHARMACEUTICAL PREPARATIONS
+1.7%