Rehmann Capital Advisory Group Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$1.6T

Holdings

602

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (602 positions)

#StockSharesValue% PortfolioType
1
IVEISHARES TR
634,066$120.8B7.61%
2
IVWISHARES TR
1,082,461$100.5B6.33%
3
AQLTISHARES TR
809,113$61.2B3.85%
4
AAPLAPPLE INC
202,327$44.9B2.83%
5
IVVISHARES TR
65,062$36.6B2.30%
6
VOOVANGUARD INDEX FDS
70,300$36.1B2.27%
7
VCITVANGUARD SCOTTSDALE FDS
379,627$31.0B1.95%
8
ITOTISHARES TR
229,426$28.0B1.76%
9
UCONFIRST TR EXCHNG TRADED FD VI
1,108,175$27.4B1.73%
10
USMVISHARES TR
287,628$26.9B1.70%
11
FBNDFIDELITY MERRIMACK STR TR
585,695$26.7B1.68%
12
IJJISHARES TR
211,159$25.3B1.59%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
44,581$23.7B1.49%
14
MDYGSPDR SER TR
289,282$23.0B1.45%
15
SYKSTRYKER CORPORATION
60,415$22.5B1.42%
16
IJRISHARES TR
211,205$22.1B1.39%
17
BILSPDR SER TR
214,561$19.7B1.24%
18
SPYMSPDR SER TR
271,044$17.8B1.12%
19
MSFTMICROSOFT CORP
47,085$17.7B1.11%
20
DFACDIMENSIONAL ETF TRUST
513,093$16.9B1.07%
21
IEMGISHARES INC
310,836$16.8B1.06%
22
HTRBHARTFORD FDS EXCHANGE TRADED
417,965$14.2B0.89%
23
NVDANVIDIA CORPORATION
123,694$13.4B0.84%
24
AMZNAMAZON COM INC
67,766$12.9B0.81%
25
FVDFIRST TR VALUE LINE DIVID IN
275,194$12.3B0.77%
26
IEIISHARES TR
103,750$12.3B0.77%
27
TLTISHARES TR
130,837$11.9B0.75%
28
VIGVANGUARD SPECIALIZED FUNDS
59,471$11.5B0.73%
29
NDQINVESCO QQQ TR
24,473$11.5B0.72%
30
AGGISHARES TR
98,969$9.8B0.62%
31
DFUSDIMENSIONAL ETF TRUST
158,443$9.6B0.60%
32
METAMETA PLATFORMS INC
16,047$9.2B0.58%
33
MBBISHARES TR
97,323$9.1B0.57%
34
GOOGALPHABET INC
58,031$9.1B0.57%
35
EFAVISHARES TR
113,377$8.8B0.56%
36
DFICDIMENSIONAL ETF TRUST
304,523$8.5B0.53%
37
QQQMINVESCO EXCH TRADED FD TR II
42,095$8.1B0.51%
38
BUFRFIRST TR EXCHNG TRADED FD VI
270,231$8.0B0.51%
39
JPMJPMORGAN CHASE & CO.
31,998$7.8B0.49%
40
IAU*ISHARES GOLD TR
130,256$7.7B0.48%
41
FDLFIRST TR MORNINGSTAR DIVID L
174,754$7.6B0.48%
42
ERIEERIE INDTY CO
18,058$7.6B0.48%
43
COSTCOSTCO WHSL CORP NEW
7,742$7.3B0.46%
44
VBVANGUARD INDEX FDS
31,740$7.0B0.44%
45
JNJJOHNSON & JOHNSON
41,116$6.8B0.43%
46
JAAAJANUS DETROIT STR TR
134,192$6.8B0.43%
47
SPYSPDR S&P 500 ETF TR
11,765$6.6B0.41%
48
PGPROCTER AND GAMBLE CO
38,397$6.5B0.41%
49
WMTWALMART INC
74,313$6.5B0.41%
50
IWFISHARES TR
17,908$6.5B0.41%
51
FIIGFIRST TR EXCHANGE-TRADED FD
300,973$6.2B0.39%
52
VUGVANGUARD INDEX FDS
16,682$6.2B0.39%
53
IJHISHARES TR
103,273$6.0B0.38%
54
BNDXVANGUARD CHARLOTTE FDS
122,607$6.0B0.38%
55
LEMBISHARES INC
154,742$5.8B0.36%
56
MUNIPIMCO ETF TR
110,990$5.7B0.36%
57
VTIPVANGUARD MALVERN FDS
109,743$5.5B0.34%
58
GOOGLALPHABET INC
35,322$5.5B0.34%
59
VVISA INC
15,546$5.4B0.34%
60
VTIVANGUARD INDEX FDS
19,793$5.4B0.34%
61
FRELFIDELITY COVINGTON TRUST
195,411$5.4B0.34%
62
VEAVANGUARD TAX-MANAGED FDS
103,854$5.3B0.33%
63
TMUST-MOBILE US INC
19,649$5.2B0.33%
64
DDDUPONT DE NEMOURS INC
67,042$5.0B0.32%
65
HDHOME DEPOT INC
13,446$4.9B0.31%
66
ESCAESCALADE INC
309,213$4.7B0.30%
67
MUBISHARES TR
44,555$4.7B0.30%
68
IWBISHARES TR
15,277$4.7B0.30%
69
GQ9SPDR GOLD TR
16,137$4.6B0.29%
70
TSLATESLA INC
17,842$4.6B0.29%
71
VTVVANGUARD INDEX FDS
25,656$4.4B0.28%
72
MAMASTERCARD INCORPORATED
8,037$4.4B0.28%
73
CTVACORTEVA INC
69,176$4.4B0.27%
74
AIRRFIRST TR EXCHANGE TRADED FD
62,685$4.3B0.27%
75
IWDISHARES TR
22,460$4.2B0.27%
76
DFEMDIMENSIONAL ETF TRUST
154,321$4.1B0.26%
77
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,332$4.0B0.25%
78
MOATVANECK ETF TRUST
45,651$4.0B0.25%
79
LLYELI LILLY & CO
4,849$4.0B0.25%
80
XOMEXXON MOBIL CORP
33,422$4.0B0.25%
81
PFEPFIZER INC
155,207$3.9B0.25%
82
VGTVANGUARD WORLD FD
7,103$3.9B0.24%
83
BNDVANGUARD BD INDEX FDS
52,396$3.8B0.24%
84
SDVYFIRST TR EXCHANGE-TRADED FD
107,921$3.6B0.23%
85
MCOMOODYS CORP
7,758$3.6B0.23%
86
IBMINTERNATIONAL BUSINESS MACHS
14,406$3.6B0.23%
87
CSCOCISCO SYS INC
54,531$3.4B0.21%
88
CVXCHEVRON CORP NEW
19,497$3.3B0.21%
89
EFAISHARES TR
39,033$3.2B0.20%
90
BXBLACKSTONE INC
22,733$3.2B0.20%
91
ABBVABBVIE INC
14,737$3.1B0.19%
92
XLISELECT SECTOR SPDR TR
23,502$3.1B0.19%
93
AXPAMERICAN EXPRESS CO
11,445$3.1B0.19%
94
IWMISHARES TR
15,203$3.0B0.19%
95
AVGOBROADCOM INC
18,068$3.0B0.19%
96
UNHUNITEDHEALTH GROUP INC
5,745$3.0B0.19%
97
MRKMERCK & CO INC
32,795$2.9B0.19%
98
SMMVISHARES TR
68,439$2.8B0.18%
99
AMGNAMGEN INC
9,006$2.8B0.18%
100
MCDMCDONALDS CORP
8,976$2.8B0.18%
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