Rehmann Capital Advisory Group Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.6T

Holdings

600

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (600 positions)

#StockSharesValue% PortfolioType
1
IVWISHARES TR
1,077,456$109.4B6.93%
2
IVEISHARES TR
562,501$107.4B6.80%
3
AQLTISHARES TR
953,167$67.0B4.24%
4
AAPLAPPLE INC
203,637$51.0B3.23%
5
IVVISHARES TR
65,921$38.8B2.46%
6
ITOTISHARES TR
254,619$32.8B2.08%
7
VOOVANGUARD INDEX FDS
60,072$32.3B2.05%
8
VCITVANGUARD SCOTTSDALE FDS
361,522$29.0B1.84%
9
FBNDFIDELITY MERRIMACK STR TR
591,868$26.6B1.68%
10
IJJISHARES TR
198,670$24.8B1.57%
11
UCONFIRST TR EXCHNG TRADED FD VI
973,906$24.0B1.52%
12
USMVISHARES TR
263,792$23.4B1.48%
13
MDYGSPDR SER TR
261,155$22.7B1.44%
14
SYKSTRYKER CORPORATION
62,784$22.6B1.43%
15
IJRISHARES TR
195,847$22.6B1.43%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
44,038$20.0B1.27%
17
MSFTMICROSOFT CORP
45,603$19.2B1.22%
18
DFACDIMENSIONAL ETF TRUST
506,001$17.5B1.11%
19
IEMGISHARES INC
333,112$17.4B1.10%
20
NVDANVIDIA CORPORATION
117,171$15.7B1.00%
21
SPYMSPDR SER TR
224,886$15.5B0.98%
22
BILSPDR SER TR
162,158$14.8B0.94%
23
AMZNAMAZON COM INC
64,759$14.2B0.90%
24
MUBISHARES TR
112,450$12.0B0.76%
25
HTRBHARTFORD FDS EXCHANGE TRADED
352,932$11.8B0.75%
26
FVDFIRST TR VALUE LINE DIVID IN
268,798$11.7B0.74%
27
VIGVANGUARD SPECIALIZED FUNDS
59,795$11.7B0.74%
28
NDQINVESCO QQQ TR
22,685$11.6B0.73%
29
TLTISHARES TR
128,934$11.2B0.71%
30
AGGISHARES TR
113,437$11.0B0.70%
31
GOOGALPHABET INC
55,373$10.5B0.67%
32
IEIISHARES TR
90,614$10.5B0.66%
33
DFUSDIMENSIONAL ETF TRUST
153,961$9.8B0.62%
34
METAMETA PLATFORMS INC
16,462$9.6B0.61%
35
MBBISHARES TR
98,278$9.0B0.57%
36
BUFRFIRST TR EXCHNG TRADED FD VI
283,441$8.6B0.55%
37
EFAVISHARES TR
121,163$8.6B0.54%
38
QQQMINVESCO EXCH TRADED FD TR II
40,644$8.6B0.54%
39
DFICDIMENSIONAL ETF TRUST
306,721$7.9B0.50%
40
ERIEERIE INDTY CO
18,058$7.4B0.47%
41
VUGVANGUARD INDEX FDS
17,614$7.2B0.46%
42
JPMJPMORGAN CHASE & CO.
29,968$7.2B0.46%
43
JAAAJANUS DETROIT STR TR
140,693$7.1B0.45%
44
VBVANGUARD INDEX FDS
29,273$7.0B0.45%
45
SPYSPDR S&P 500 ETF TR
11,966$7.0B0.44%
46
COSTCOSTCO WHSL CORP NEW
7,553$6.9B0.44%
47
IJHISHARES TR
109,609$6.8B0.43%
48
IAU*ISHARES GOLD TR
137,982$6.8B0.43%
49
GOOGLALPHABET INC
34,564$6.5B0.41%
50
WMTWALMART INC
71,747$6.5B0.41%
51
TSLATESLA INC
15,900$6.4B0.41%
52
BNDXVANGUARD CHARLOTTE FDS
130,875$6.4B0.41%
53
JNJJOHNSON & JOHNSON
44,197$6.4B0.41%
54
PGPROCTER AND GAMBLE CO
37,781$6.3B0.40%
55
FSIGFIRST TR EXCHANGE-TRADED FD
317,290$6.0B0.38%
56
IWFISHARES TR
14,782$5.9B0.38%
57
FDLFIRST TR MORNINGSTAR DIVID L
146,707$5.9B0.37%
58
LEMBISHARES INC
160,029$5.8B0.37%
59
VTIPVANGUARD MALVERN FDS
114,897$5.6B0.35%
60
VTIVANGUARD INDEX FDS
18,872$5.5B0.35%
61
FIIGFIRST TR EXCHANGE-TRADED FD
258,028$5.3B0.33%
62
DDDUPONT DE NEMOURS INC
66,151$5.0B0.32%
63
VEAVANGUARD TAX-MANAGED FDS
102,440$4.9B0.31%
64
TSMTAIWAN SEMICONDUCTOR MFG LTD
24,723$4.9B0.31%
65
IWMISHARES TR
22,053$4.9B0.31%
66
VVISA INC
14,907$4.7B0.30%
67
HDHOME DEPOT INC
11,979$4.7B0.30%
68
FRELFIDELITY COVINGTON TRUST
167,930$4.5B0.29%
69
MUNIPIMCO ETF TR
86,504$4.5B0.28%
70
PFEPFIZER INC
165,125$4.4B0.28%
71
IWDISHARES TR
23,451$4.3B0.28%
72
TMUST-MOBILE US INC
19,661$4.3B0.28%
73
VTVVANGUARD INDEX FDS
25,495$4.3B0.27%
74
MOATVANECK ETF TRUST
45,715$4.2B0.27%
75
MAMASTERCARD INCORPORATED
7,955$4.2B0.27%
76
AVGOBROADCOM INC
17,577$4.1B0.26%
77
DFEMDIMENSIONAL ETF TRUST
151,484$4.0B0.25%
78
GQ9SPDR GOLD TR
16,300$3.9B0.25%
79
BXBLACKSTONE INC
22,802$3.9B0.25%
80
CTVACORTEVA INC
68,055$3.9B0.25%
81
VGTVANGUARD WORLD FD
6,004$3.7B0.24%
82
AXPAMERICAN EXPRESS CO
12,578$3.7B0.24%
83
MCOMOODYS CORP
7,765$3.7B0.23%
84
BNDVANGUARD BD INDEX FDS
50,563$3.6B0.23%
85
HYDVANECK ETF TRUST
69,967$3.6B0.23%
86
XOMEXXON MOBIL CORP
33,378$3.6B0.23%
87
CSCOCISCO SYS INC
58,982$3.5B0.22%
88
LLYELI LILLY & CO
4,311$3.3B0.21%
89
MRKMERCK & CO INC
32,959$3.3B0.21%
90
IWBISHARES TR
10,126$3.3B0.21%
91
XLISELECT SECTOR SPDR TR
23,832$3.1B0.20%
92
DOWDOW INC
75,317$3.0B0.19%
93
SDVYFIRST TR EXCHANGE-TRADED FD
83,382$3.0B0.19%
94
CVXCHEVRON CORP NEW
20,319$2.9B0.19%
95
APOAPOLLO GLOBAL MGMT INC
17,735$2.9B0.19%
96
UNHUNITEDHEALTH GROUP INC
5,756$2.9B0.18%
97
SMMVISHARES TR
68,413$2.8B0.18%
98
EFAISHARES TR
37,157$2.8B0.18%
99
MCDMCDONALDS CORP
9,451$2.7B0.17%
100
FMBFIRST TR EXCH TRADED FD III
51,999$2.7B0.17%
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