account_balance
Investment manager · 13F filer · SEC CIK 1633037
Rehmann Capital Advisory Group
Reported value$2.24Bas of Sep 30, 2026
Positions703 26 new, 25 sold out
Top 10 weight37.5%IVW alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
8.1%Trimmed −2%
IVEiShares Tr
7.6%
IEFAiShares Tr
4.6%Added +4%
VOOVanguard Index FDS
4.3%Added +16%
AAPLApple Inc
3.3%Added +3%
FBNDFidelity Merrimack STR Tr
2.9%Added +9%
IVViShares Tr
1.9%
MDYGSPDR Series Trust
1.6%
NVDANvidia Corporation
1.6%Added +4%
IJJiShares Tr
1.5%
BILSPDR Series Trust
1.4%
MSFTMicrosoft Corp
1.4%Added +13%
IVWiShares Tr
8.1%Trimmed −2%
IVEiShares Tr
7.6%
IEFA4.6%
VOO4.3%
AAPL3.3%FBND2.9%
IVV1.9%
MDYG1.6%
NVDA1.6%IJJ1.5%
BIL1.4%
MSFT1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Tr 8.1% Trimmed −2%
IVE iShares Tr 7.6% Held
IEFA iShares Tr 4.6% Added +4%
VOO Vanguard Index FDS 4.3% Added +16%
AAPL Apple Inc 3.3% Added +3%FBND Fidelity Merrimack STR Tr 2.9% Added +9%
IVV iShares Tr 1.9% Held
MDYG SPDR Series Trust 1.6% Held
NVDA Nvidia Corporation 1.6% Added +4%IJJ iShares Tr 1.5% Held
BIL SPDR Series Trust 1.4% Held
MSFT Microsoft Corp 1.4% Added +13%What changed