Rehmann Capital Advisory Group
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$1.9B
Holdings
675
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVE
ISHARES TR
Q1 2026: Sold 5.8% (6.0k → 5.7k shares)
7.9%
02
$IVW
ISHARES TR
Q4 2025: New position (15.9k shares)
6.9%
03
$IEFA
ISHARES TR
Held since at least Q1 2024
4.7%
04
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 2.9% (20.5k → 20.0k shares)
3.4%
05
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
3.1%
06
$AAPL
APPLE INC
Q1 2026: Increased +12.6% (4.2k → 4.7k shares)
2.8%
07
$IVV
ISHARES TR
Q1 2026: Sold 57.6% (838 → 355 shares)
1.9%
08
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
1.8%
09
$MDYG
SPDR SERIES TRUST
Held since at least Q1 2024
1.8%
10
$IJJ
ISHARES TR
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:44 UTC.