Top 50 Rehmann Capital Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 7.88% | 716.7K | $151.3M | +4.71%(+32.22K) | $156.79(+42.52%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.86% | 1.16M | $131.7M | +4.54%(+50.58K) | $60.83(+124.76%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.72% | 1.00M | $90.6M | -0.81%(-8.14K) | $66.78(+42.56%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.44% | 110.7K | $66.1M | +9.25%(+9.37K) | $542.01(+25.35%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.08% | 1.30M | $59.1M | +8.36%(+99.97K) | $45.64(-0.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.75% | 208.3K | $52.9M | +3.10%(+6.26K) | $99.79(+200.87%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.89% | 55.7K | $36.4M | -5.09%(-2.99K) | $243.16(+205.33%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.84% | 391.3K | $35.3M | -3.80%(-15.44K) | $91.69(-0.17%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 1.76% | 352.7K | $33.8M | +6.44%(+21.34K) | $76.80(+36.99%) | 2026-03-31 | |
| IJJ | ISHARES TR | 1.74% | 252.3K | $33.4M | +6.12%(+14.54K) | $106.65(+29.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.95% | +36.57% |
| Top 20 Holdings Unweighted | +9.11% | +29.89% |
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