Rehmann Capital Advisory Group Q3 2024 Filing

Filed November 18, 2024

Portfolio Value

$1.5T

Holdings

593

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (593 positions)

#StockSharesValue% PortfolioType
1
IVEISHARES TR
556,304$109.7B7.17%
2
IVWISHARES TR
1,056,304$101.2B6.61%
3
AQLTISHARES TR
884,913$69.1B4.51%
4
AAPLAPPLE INC
163,414$38.1B2.49%
5
IVVISHARES TR
63,248$36.5B2.38%
6
ITOTISHARES TR
273,352$34.2B2.24%
7
FBNDFIDELITY MERRIMACK STR TR
607,861$28.4B1.86%
8
VCITVANGUARD SCOTTSDALE FDS
333,993$28.0B1.83%
9
VOOVANGUARD INDEX FDS
51,709$27.5B1.80%
10
USMVISHARES TR
276,121$25.2B1.65%
11
IJJISHARES TR
199,776$24.7B1.61%
12
SYKSTRYKER CORPORATION
65,419$23.6B1.55%
13
UCONFIRST TR EXCHNG TRADED FD VI
922,269$23.2B1.52%
14
IJRISHARES TR
194,341$22.7B1.49%
15
MDYGSPDR SER TR
256,560$22.5B1.47%
16
MSFTMICROSOFT CORP
45,803$19.7B1.29%
17
IEMGISHARES INC
343,653$19.7B1.29%
18
DFACDIMENSIONAL ETF TRUST
568,247$19.7B1.29%
19
ERIEERIE INDTY CO
30,058$16.2B1.06%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
32,432$14.9B0.98%
21
NVDANVIDIA CORPORATION
119,564$14.5B0.95%
22
TLTISHARES TR
134,309$13.2B0.86%
23
AGGISHARES TR
128,124$13.0B0.85%
24
FVDFIRST TR VALUE LINE DIVID IN
283,546$12.9B0.84%
25
AMZNAMAZON COM INC
62,676$11.7B0.76%
26
VIGVANGUARD SPECIALIZED FUNDS
58,824$11.7B0.76%
27
SPYMSPDR SER TR
171,414$11.6B0.76%
28
NDQINVESCO QQQ TR
23,616$11.5B0.75%
29
BILSPDR SER TR
122,179$11.2B0.73%
30
IEIISHARES TR
90,902$10.9B0.71%
31
MBBISHARES TR
101,788$9.8B0.64%
32
DFUSDIMENSIONAL ETF TRUST
151,177$9.4B0.61%
33
EFAVISHARES TR
121,811$9.3B0.61%
34
HTRBHARTFORD FDS EXCHANGE TRADED
248,900$8.7B0.57%
35
DFICDIMENSIONAL ETF TRUST
304,207$8.6B0.56%
36
GOOGALPHABET INC
50,798$8.5B0.56%
37
QQQMINVESCO EXCH TRADED FD TR II
39,188$7.9B0.51%
38
IAU*ISHARES GOLD TR
146,347$7.3B0.48%
39
JAAAJANUS DETROIT STR TR
142,768$7.3B0.47%
40
VBVANGUARD INDEX FDS
30,076$7.1B0.47%
41
JNJJOHNSON & JOHNSON
43,625$7.1B0.46%
42
BUFRFIRST TR EXCHNG TRADED FD VI
222,347$6.6B0.43%
43
BNDXVANGUARD CHARLOTTE FDS
130,390$6.6B0.43%
44
VUGVANGUARD INDEX FDS
16,992$6.5B0.43%
45
PGPROCTER AND GAMBLE CO
37,535$6.5B0.42%
46
IJHISHARES TR
103,887$6.5B0.42%
47
LEMBISHARES INC
167,590$6.4B0.42%
48
METAMETA PLATFORMS INC
11,194$6.4B0.42%
49
JPMJPMORGAN CHASE & CO.
28,562$6.0B0.39%
50
DDDUPONT DE NEMOURS INC
66,307$5.9B0.39%
51
SPYSPDR S&P 500 ETF TR
10,290$5.9B0.39%
52
WMTWALMART INC
72,298$5.8B0.38%
53
COSTCOSTCO WHSL CORP NEW
6,492$5.8B0.38%
54
VTIPVANGUARD MALVERN FDS
116,583$5.7B0.38%
55
FDLFIRST TR MORNINGSTAR DIVID L
131,653$5.5B0.36%
56
VTIVANGUARD INDEX FDS
18,979$5.4B0.35%
57
VEAVANGUARD TAX-MANAGED FDS
99,984$5.3B0.35%
58
IWFISHARES TR
14,440$5.3B0.34%
59
GOOGLALPHABET INC
31,412$5.2B0.34%
60
PFEPFIZER INC
169,493$4.9B0.32%
61
EFGISHARES TR
44,087$4.7B0.31%
62
MUBISHARES TR
43,669$4.7B0.31%
63
MUNIPIMCO ETF TR
88,683$4.7B0.31%
64
MOATVANECK ETF TRUST
46,846$4.6B0.30%
65
DFEMDIMENSIONAL ETF TRUST
157,300$4.5B0.29%
66
FSIGFIRST TR EXCHANGE-TRADED FD
231,535$4.4B0.29%
67
TSLATESLA INC
16,951$4.4B0.29%
68
VTVVANGUARD INDEX FDS
24,613$4.4B0.29%
69
IWDISHARES TR
23,735$4.4B0.28%
70
HDHOME DEPOT INC
10,675$4.3B0.28%
71
DFAUDIMENSIONAL ETF TRUST
108,433$4.3B0.28%
72
GQ9SPDR GOLD TR
17,275$4.3B0.28%
73
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,496$4.3B0.28%
74
DOWDOW INC
75,337$4.1B0.27%
75
CTVACORTEVA INC
67,949$4.0B0.26%
76
MAMASTERCARD INCORPORATED
7,928$3.9B0.26%
77
XOMEXXON MOBIL CORP
33,103$3.9B0.25%
78
IWMISHARES TR
17,331$3.8B0.25%
79
BNDVANGUARD BD INDEX FDS
50,609$3.8B0.25%
80
FIIGFIRST TR EXCHANGE-TRADED FD
177,167$3.8B0.25%
81
MRKMERCK & CO INC
32,857$3.7B0.24%
82
LLYELI LILLY & CO
4,357$3.7B0.24%
83
MCOMOODYS CORP
7,799$3.7B0.24%
84
FHLCFIDELITY COVINGTON TRUST
50,519$3.7B0.24%
85
AXPAMERICAN EXPRESS CO
12,382$3.4B0.22%
86
IYKISHARES TR
47,232$3.3B0.22%
87
RDVIFIRST TR EXCHANGE-TRADED FD
134,470$3.3B0.22%
88
BXBLACKSTONE INC
21,567$3.3B0.22%
89
UNHUNITEDHEALTH GROUP INC
5,619$3.3B0.21%
90
VGTVANGUARD WORLD FD
5,482$3.2B0.21%
91
FRELFIDELITY COVINGTON TRUST
108,937$3.2B0.21%
92
IWBISHARES TR
10,001$3.1B0.21%
93
VVISA INC
11,325$3.1B0.20%
94
EFAISHARES TR
36,754$3.1B0.20%
95
SCZISHARES TR
45,076$3.1B0.20%
96
CSCOCISCO SYS INC
55,105$3.0B0.20%
97
LMTLOCKHEED MARTIN CORP
5,119$3.0B0.20%
98
CVXCHEVRON CORP NEW
20,041$3.0B0.19%
99
FMBFIRST TR EXCHANGE-TRADED FD
55,851$2.9B0.19%
100
AVGOBROADCOM INC
16,771$2.9B0.19%
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