Rehmann Capital Advisory Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Rehmann Capital Advisory Group reported 600 stock positions worth $1.6 billion. Its top holding was iShares S&P 500 Growth ETF (IVW) at 6.9% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 6.8%) and iShares Core MSCI Eafe ETF (IEFA, 4.2%). Compared with Q3 2024, it opened 33 new positions, sold out of 26, added to 343 and reduced 186. The biggest buy was Apple (AAPL, shares +25%) and the biggest sale Erie Indemnity Class A (ERIE, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- LANSING, MI
- CIK
- 0001633037
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001633037-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 600 stocks · $1.6B
| IVW iShares S&P 500 Growth ETF | 6.93% | 1,077,456 | $109.4M | Add +2.0% |
| IVE iShares S&P 500 Value ETF | 6.80% | 562,501 | $107.4M | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.25% | 953,167 | $67.0M | Add +7.7% |
| AAPL Apple Inc. | 3.23% | 203,637 | $51.0M | Add +24.6% |
| IVV iShares Core S&P 500 ETF | 2.46% | 65,921 | $38.8M | Add +4.2% |
| ITOT iShares Core S&P Total U.S. | 2.08% | 254,619 | $32.8M | Reduce -6.8% |
| VOO Vanguard S&P 500 ETF | 2.05% | 60,072 | $32.3M | Add +16.2% |
| VCIT Vanguard Int-Term Corporate | 1.84% | 361,522 | $29.0M | Add +8.2% |
| FBND Fidelity Total Bond ETF | 1.68% | 591,868 | $26.6M | Reduce -2.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.57% | 198,670 | $24.8M | Reduce -0.6% |
| UCON First Trust Smith Unconstrai | 1.52% | 973,906 | $24.0M | Add +5.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.48% | 263,792 | $23.4M | Reduce -4.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.44% | 261,155 | $22.7M | Add +1.8% |
| SYK Stryker Corp. | 1.43% | 62,784 | $22.6M | Reduce -4.0% |
| IJR iShares Core S&P Small-Cap E | 1.43% | 195,847 | $22.6M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 44,038 | $20.0M | Add +35.8% |
| MSFT Microsoft Corp. | 1.22% | 45,603 | $19.2M | Reduce -0.4% |
| DFAC Dimensional US Core Equity 2 | 1.11% | 506,001 | $17.5M | Reduce -10.9% |
| IEMG iShares Core MSCI Emerging | 1.10% | 333,112 | $17.4M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.00% | 117,171 | $15.7M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.98% | 224,886 | $15.5M | Add +31.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.94% | 162,158 | $14.8M | Add +32.7% |
| AMZN Amazon.com Inc. | 0.90% | 64,759 | $14.2M | Add +3.3% |
| MUB iShares National Muni Bond E | 0.76% | 112,450 | $12.0M | Add +157.5% |
| HTRB Hartford TTL RTRN BND ETF | 0.75% | 352,932 | $11.8M | Add +41.8% |
| FVD First Trust Value Line DVD | 0.74% | 268,798 | $11.7M | Reduce -5.2% |
| VIG Vanguard Dividend Apprec ETF | 0.74% | 59,795 | $11.7M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 22,685 | $11.6M | Reduce -3.9% |
| TLT iShares 20+ Year Treasury BD | 0.71% | 128,934 | $11.2M | Reduce -4.0% |
| AGG iShares Core U.S. Aggregate | 0.70% | 113,437 | $11.0M | Reduce -11.5% |
| GOOG Alphabet Inc. Class C | 0.67% | 55,373 | $10.5M | Add +9.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.66% | 90,614 | $10.5M | Reduce -0.3% |
| DFUS Dimensional US Eq MKT ETF | 0.62% | 153,961 | $9.8M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.61% | 16,462 | $9.6M | Add +47.1% |
| MBB iShares MBS ETF | 0.57% | 98,278 | $9.0M | Reduce -3.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.55% | 283,441 | $8.6M | Add +27.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.54% | 121,163 | $8.6M | Reduce -0.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.54% | 40,644 | $8.6M | Add +3.7% |
| DFIC Dimensional International Co. | 0.50% | 306,721 | $7.9M | Add +0.8% |
| ERIE Erie Indemnity Company Class A | 0.47% | 18,058 | $7.4M | Reduce -39.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 17,614 | $7.2M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.46% | 29,968 | $7.2M | Add +4.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.45% | 140,693 | $7.1M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 29,273 | $7.0M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 11,966 | $7.0M | Add +16.3% |
| COST Costco Wholesale Corp. | 0.44% | 7,553 | $6.9M | Add +16.3% |
| IJH iShares Core S&P Midcap ETF | 0.43% | 109,609 | $6.8M | Add +5.5% |
| IAU iShares Gold Trust | 0.43% | 137,982 | $6.8M | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 0.41% | 34,564 | $6.5M | Add +10.0% |
| WMT Walmart Inc. | 0.41% | 71,747 | $6.5M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.41% | 15,900 | $6.4M | Reduce -6.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 130,875 | $6.4M | Add +0.4% |
| JNJ Johnson & Johnson | 0.41% | 44,197 | $6.4M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.40% | 37,781 | $6.3M | Add +0.7% |
| FSIG FT Ltd. Duration Inv Grade | 0.38% | 317,290 | $6.0M | Add +37.0% |
| IWF iShares Russell 1000 Growth | 0.38% | 14,782 | $5.9M | Add +2.4% |
| FDL First Trust Morn DVD Lead Inc. | 0.37% | 146,707 | $5.9M | Add +11.4% |
| LEMB iShares JP Morgan Em Local C | 0.37% | 160,029 | $5.8M | Reduce -4.5% |
| VTIP Vanguard Short-Term Tips | 0.35% | 114,897 | $5.6M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 18,872 | $5.5M | Reduce -0.6% |
| FIIG FT Intermed Dur Ig Corp. ETF | 0.33% | 258,028 | $5.3M | Add +45.6% |
| DD Dupont DE Nemours Inc. | 0.32% | 66,151 | $5.0M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 102,440 | $4.9M | Add +2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 24,723 | $4.9M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.31% | 22,053 | $4.9M | Add +27.3% |
| V Visa Inc. Class A | 0.30% | 14,907 | $4.7M | Add +31.6% |
| HD Home Depot Inc. | 0.30% | 11,979 | $4.7M | Add +12.2% |
| FREL Fidelity MSCI RL Est Indx | 0.29% | 167,930 | $4.5M | Add +54.1% |
| MUNI PIMCO Intermediate Municipal | 0.28% | 86,504 | $4.5M | Reduce -2.5% |
| PFE Pfizer Inc. | 0.28% | 165,125 | $4.4M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 0.28% | 23,451 | $4.3M | Reduce -1.2% |
| TMUS T-Mobile US Inc. | 0.28% | 19,661 | $4.3M | Add +1206.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 25,495 | $4.3M | Add +3.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.27% | 45,715 | $4.2M | Reduce -2.4% |
| MA Mastercard Inc. Class A | 0.27% | 7,955 | $4.2M | Add +0.3% |
| AVGO Broadcom Inc. | 0.26% | 17,577 | $4.1M | Add +4.8% |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 151,484 | $4.0M | Reduce -3.7% |
| GLD SPDR Gold Shares | 0.25% | 16,300 | $3.9M | Reduce -5.6% |
| BX Blackstone Inc. | 0.25% | 22,802 | $3.9M | Add +5.7% |
| CTVA Corteva Inc. | 0.25% | 68,055 | $3.9M | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.24% | 6,004 | $3.7M | Add +9.5% |
| AXP American Express Co. | 0.24% | 12,578 | $3.7M | Add +1.6% |
| MCO Moody's Corp. | 0.23% | 7,765 | $3.7M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.23% | 50,563 | $3.6M | Reduce -0.1% |
| HYD Vaneck High Yield Muni ETF | 0.23% | 69,967 | $3.6M | Add +171.4% |
| XOM Exxon Mobil Corp. | 0.23% | 33,378 | $3.6M | Add +0.8% |
| CSCO Cisco Systems Inc. | 0.22% | 58,982 | $3.5M | Add +7.0% |
| LLY Eli Lilly & Co. | 0.21% | 4,311 | $3.3M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.21% | 32,959 | $3.3M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.21% | 10,126 | $3.3M | Add +1.3% |
| XLI SS Industrial Select Sector | 0.20% | 23,832 | $3.1M | Add +24.7% |
| DOW Dow Inc. | 0.19% | 75,317 | $3.0M | Reduce -0.0% |
| SDVY First Trust Smid Cap Rising | 0.19% | 83,382 | $3.0M | Add +29.9% |
| CVX Chevron Corp. | 0.19% | 20,319 | $2.9M | Add +1.4% |
| APO Apollo Global Management Inc. | 0.19% | 17,735 | $2.9M | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.18% | 5,756 | $2.9M | Add +2.4% |
| SMMV iShares MSCI USA Small-Cap M | 0.18% | 68,413 | $2.8M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.18% | 37,157 | $2.8M | Add +1.1% |
| MCD McDonald's Corp. | 0.17% | 9,451 | $2.7M | Add +11.0% |
| FMB First Trust Managed Municipa | 0.17% | 51,999 | $2.7M | Reduce -6.9% |
Portfolio Sells Q3 2024 → Q4 2024
| ERIE Erie Indemnity Company Class A | Reduce -39.9% | 0.47% | −0.59 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -75.9% | 0.07% | −0.25 |
| IYK iShares US Consumer Staples | Sold out | 0.00% | −0.22 |
| FHLC Fidelity MSCI Health Care | Reduce -87.2% | 0.03% | −0.21 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 1.10% | −0.19 |
| DFAC Dimensional US Core Equity 2 | Reduce -10.9% | 1.11% | −0.18 |
| FBND Fidelity Total Bond ETF | Reduce -2.6% | 1.68% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.5% | 1.48% | −0.17 |
| ITOT iShares Core S&P Total U.S. | Reduce -6.8% | 2.08% | −0.16 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -78.3% | 0.04% | −0.16 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.0% | 0.71% | −0.15 |
| AGG iShares Core U.S. Aggregate | Reduce -11.5% | 0.70% | −0.15 |
| DFAU Dimensional US Core Equity M | Reduce -46.3% | 0.15% | −0.13 |
| SYK Stryker Corp. | Reduce -4.0% | 1.43% | −0.11 |
| FVD First Trust Value Line DVD | Reduce -5.2% | 0.74% | −0.10 |
| DOW Dow Inc. | Reduce -0.0% | 0.19% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.22% | −0.07 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.5% | 0.54% | −0.07 |
| DD Dupont DE Nemours Inc. | Reduce -0.2% | 0.32% | −0.07 |
| MBB iShares MBS ETF | Reduce -3.5% | 0.57% | −0.07 |
| LEMB iShares JP Morgan Em Local C | Reduce -4.5% | 0.37% | −0.06 |
| RDVI FT Vest Rising Dividend Achi | Reduce -20.2% | 0.16% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.3% | 0.66% | −0.05 |
| PFE Pfizer Inc. | Reduce -2.6% | 0.28% | −0.04 |
| IAU iShares Gold Trust | Reduce -5.7% | 0.43% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.6% | 1.57% | −0.04 |
| DFEM Dimensional Emrg MRKT Core | Reduce -3.7% | 0.25% | −0.04 |
| LSTR Landstar System Inc. | Sold out | 0.00% | −0.04 |
| ELV Elevance Health Inc. | Reduce -4.0% | 0.07% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -13.8% | 0.11% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -18.0% | 0.11% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.21% | −0.03 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -2.4% | 0.27% | −0.03 |
| CSL Carlisle Cos Inc. | Reduce -0.0% | 0.12% | −0.03 |
| GLD SPDR Gold Shares | Reduce -5.6% | 0.25% | −0.03 |
| MSM MSC Industrial Direct Co. Class A | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Reduce -1.0% | 0.05% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.3% | 0.08% | −0.02 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -2.5% | 0.28% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -1.4% | 0.35% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -1.4% | 0.45% | −0.02 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.02 |
| FMB First Trust Managed Municipa | Reduce -6.9% | 0.17% | −0.02 |
| IHDG Wisdomtree International Hed | Reduce -12.7% | 0.09% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.7% | 0.45% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -22.3% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.0% | 0.13% | −0.02 |
| DOC Healthpeak Properties Inc. | Reduce -26.5% | 0.03% | −0.02 |
| CEG Constellation Energy | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +24.6% | 3.23% | +0.74 |
| MUB iShares National Muni Bond E | Add +157.5% | 0.76% | +0.45 |
| IVW iShares S&P 500 Growth ETF | Add +2.0% | 6.93% | +0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.8% | 1.26% | +0.29 |
| TMUS T-Mobile US Inc. | Add +1206.4% | 0.28% | +0.25 |
| VOO Vanguard S&P 500 ETF | Add +16.2% | 2.05% | +0.25 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +31.2% | 0.98% | +0.23 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +32.7% | 0.94% | +0.21 |
| META Meta Platforms Inc. Class A | Add +47.1% | 0.61% | +0.19 |
| HTRB Hartford TTL RTRN BND ETF | Add +41.8% | 0.75% | +0.17 |
| HYD Vaneck High Yield Muni ETF | Add +171.4% | 0.23% | +0.14 |
| AMZN Amazon.com Inc. | Add +3.3% | 0.90% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +9.0% | 0.67% | +0.11 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +27.5% | 0.55% | +0.11 |
| XLF SS Financial Select Sector | Add +261.3% | 0.15% | +0.11 |
| V Visa Inc. Class A | Add +31.6% | 0.30% | +0.09 |
| FSIG FT Ltd. Duration Inv Grade | Add +37.0% | 0.38% | +0.09 |
| FIIG FT Intermed Dur Ig Corp. ETF | Add +45.6% | 0.33% | +0.09 |
| FREL Fidelity MSCI RL Est Indx | Add +54.1% | 0.29% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 2.46% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +10.0% | 0.41% | +0.07 |
| AVGO Broadcom Inc. | Add +4.8% | 0.26% | +0.07 |
| DBC Invesco DB Commodity Index T | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +16.3% | 0.44% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +4.9% | 0.46% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +27.3% | 0.31% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.3% | 0.44% | +0.06 |
| RTX RTX Corp. | Add +91.5% | 0.12% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +125.2% | 0.12% | +0.05 |
| DUSB Dimension Ultrashort Fi ETF | Add +144.1% | 0.09% | +0.05 |
| APO Apollo Global Management Inc. | Add +2.8% | 0.19% | +0.04 |
| BA The Boeing Co. | Add +27.3% | 0.14% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +35.9% | 0.17% | +0.04 |
| DE Deere & Co. | Add +87.8% | 0.09% | +0.04 |
| MTCH Match Group Inc. | New | 0.04% | +0.04 |
| SDVY First Trust Smid Cap Rising | Add +29.9% | 0.19% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +155.1% | 0.06% | +0.03 |
| NFLX Netflix Inc. | Add +3.9% | 0.16% | +0.03 |
| BX Blackstone Inc. | Add +5.7% | 0.25% | +0.03 |
| XLK SS Technology Select Sector | Add +27.6% | 0.16% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +2.4% | 0.38% | +0.03 |
| DFSD Dimensional Short Duration | Add +81.0% | 0.08% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.7% | 0.46% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +14.3% | 0.06% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.9% | 0.31% | +0.03 |
| XLI SS Industrial Select Sector | Add +24.7% | 0.20% | +0.03 |
| WFC Wells Fargo & Co. | Add +4.8% | 0.14% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +3.7% | 0.54% | +0.03 |
| CARR Carrier Global Corp. | Add +166.3% | 0.05% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 702 | $2.2B | IVW, IVE, IEFA, VOO, FBND |
| Q1 2026 | 676 | $1.9B | IVE, IVW, IEFA, VOO, FBND |
| Q4 2025 | 648 | $1.9B | IVE, IVW, IEFA, VOO, FBND |
| Q3 2025 | 634 | $1.8B | IVE, IVW, IEFA, AAPL, VOO |
| Q2 2025 | 610 | $1.7B | IVW, IVE, IEFA, FBND, VOO |
| Q1 2025 | 602 | $1.6B | IVE, IVW, IEFA, AAPL, IVV |
| Q4 2024 | 600 | $1.6B | IVW, IVE, IEFA, AAPL, IVV |
| Q3 2024 | 593 | $1.5B | IVE, IVW, IEFA, AAPL, IVV |
| Q2 2024 | 575 | $1.4B | IVW, IVE, IEFA, ITOT, AAPL |
| Q1 2024 | 571 | $1.3B | IVW, IVE, IEFA, ITOT, IVV |