test

Nicole Spitzley

@Rehmann Capital Advisory Group

Latest period2024 - Q3ReportedManaged Assets$1.53BTotal holdings593
Assets growth rate9.62%Assets growth rate (2-Q avg)6.84%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Rehmann Capital Advisory Group's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 593 positions.

Assets under management

The assets under management (AUM) of Rehmann Capital Advisory Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.53B in assets, with a quarterly growth rate of 9.62% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Nicole Spitzley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVEIshares Tr
Recent Activity
Increased 19.1%
7.18%
$109.715M
556,304 shares@ $197.23 avg price
IVWIshares Tr
Recent Activity
Increased 0.66%
6.62%
$101.156M
1.056M shares@ $95.77 avg price
IEFAIshares Tr
Recent Activity
Increased 2.59%
4.52%
$69.06M
884,913 shares@ $78.05 avg price
AAPLApple Inc
Recent Activity
Decreased -2.68%
2.49%
$38.081M
163,414 shares@ $233.04 avg price
IVVIshares Tr
Recent Activity
Decreased -0.26%
2.39%
$36.483M
63,248 shares@ $576.82 avg price
ITOTIshares Tr
Recent Activity
Decreased -28.25%
2.24%
$34.233M
273,352 shares@ $125.24 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 16.16%
1.86%
$28.41M
607,861 shares@ $46.74 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 12.91%
1.83%
$27.979M
333,993 shares@ $83.78 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1386.75%
1.8%
$27.464M
51,709 shares@ $531.14 avg price
USMVIshares Tr
Recent Activity
Decreased -1.41%
1.65%
$25.227M
276,121 shares@ $91.37 avg price