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Nicole Spitzley

Rehmann Capital Advisory Group

Assets Managed
$1.921B
Holdings
676
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
0.08%(2Q avg: 2.59%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Rehmann Capital Advisory Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 676 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.921B in assets, with a quarterly growth rate of 0.08% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Nicole Spitzley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 4.71%
7.88%
$151.335M
716,711 shares@ $211.16 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 4.54%
6.86%
$131.742M
1.165M shares@ $113.1 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.8%
4.72%
$90.591M
1.001M shares@ $90.53 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 9.25%
3.45%
$66.124M
110,682 shares@ $597.43 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 8.36%
3.08%
$59.104M
1.296M shares@ $45.61 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.1%
2.76%
$52.89M
208,343 shares@ $253.86 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.09%
1.9%
$36.355M
55,694 shares@ $652.77 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -3.79%
1.84%
$35.272M
391,273 shares@ $90.15 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 6.45%
1.77%
$33.838M
352,653 shares@ $95.96 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Increased 6.12%
1.75%
$33.423M
252,258 shares@ $132.5 avg price

1-10 of 676