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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
IJJIshares Tr
Recent Activity
Increased 6.7%
1.62%
$24.703M
199,776 shares@ $123.66 avg price
SYKStryker Corporation
Recent Activity
Increased 0.04%
1.55%
$23.64M
65,419 shares@ $361.36 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 50.91%
1.52%
$23.206M
922,269 shares@ $25.17 avg price
IJRIshares Tr
Recent Activity
Decreased -3.66%
1.49%
$22.739M
194,341 shares@ $117.01 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 9.06%
1.48%
$22.518M
256,560 shares@ $87.77 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -2.45%
1.29%
$19.726M
45,803 shares@ $430.68 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.93%
1.29%
$19.705M
343,653 shares@ $57.35 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 1.06%
1.29%
$19.669M
568,247 shares@ $34.62 avg price
ERIEErie Indty Co
Recent Activity
1.07%
$16.226M
30,058 shares@ $539.82 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.38%
0.98%
$14.935M
32,432 shares@ $460.49 avg price