Rehmann Capital Advisory Group [Rocket]

Holdings

Rehmann Capital Advisory Group

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	SHY	1-3 YR TRS BD	180,807	166,007	14,659,850,000	13,443,825,000			Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	920,191	108,395	64,855,076,000	12,989,409,000			Hist	06/30/2023
iSHARES TRUST	IVE	Common	338,557	32,302	54,572,153,000	8,094,836,000			Hist	06/30/2023
iSHARES TRUST	IEFA	Common	920,954	95,823	62,164,410,000	7,004,371,000			Hist	06/30/2023
iSHARES TRUST	IVV	Common	64,553	4,685	28,772,320,000	4,161,672,000			Hist	06/30/2023
SPDR SERIES TRUST	ONEK	Common	83,156	75,992	4,333,264,000	3,988,316,000			Hist	06/30/2023
iShares, Inc.	IEMG	Common	525,465	44,202	25,900,206,000	2,419,364,000			Hist	06/30/2023
Vanguard Charlotte Funds	BNDX	Common	311,213	44,101	15,212,132,000	2,144,982,000			Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	155,045	13,911	15,450,303,000	1,802,560,000			Hist	06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII	FIXD	Common	350,057	47,137	15,468,312,000	1,799,513,000			Hist	06/30/2023
FIRST TR EXCHNG TRADED FD VI	UCON	Common	373,220	54,716	9,021,686,000	1,310,682,000			Hist	06/30/2023
iSHARES TRUST	MBB	Common	119,313	15,504	11,127,741,000	1,293,915,000			Hist	06/30/2023
SPDR SERIES TRUST	MDYG	Common	177,900	10,640	12,739,932,000	1,292,642,000			Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCIT	Common	247,482	18,213	19,558,527,000	1,166,525,000			Hist	06/30/2023
iSHARES TRUST	IJJ	Common	126,948	4,542	13,594,802,000	1,015,040,000			Hist	06/30/2023
iSHARES TRUST	IEI	STOCK	77,209	9,846	8,899,152,000	973,818,000			Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	27,073	165	9,232,227,000	923,541,000			Hist	06/30/2023
Tesla, Inc.	TSLA	COM	13,971	49	3,657,340,000	768,979,000			Hist	06/30/2023
iSHARES TRUST	IJH	Common	35,686	1,348	9,329,394,000	739,265,000			Hist	06/30/2023
Archer-Daniels-Midland Co	ADM	Common	15,870	10,070	1,199,195,000	737,128,000			Hist	06/30/2023
iSHARES TRUST	TLT	OPTION	72,367	9,175	7,449,557,000	727,795,000			Hist	06/30/2023
VANGUARD SPECIALIZED FUNDS	VIG	Common	59,498	1,297	9,664,336,000	700,729,000			Hist	06/30/2023
CHEVRON CORP	CVX	Common	22,079	4,781	3,474,268,000	651,895,000			Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	42,965	9,492	3,123,139,000	651,794,000			Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	26,279	1,702	3,822,104,000	619,408,000			Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	32,055	185	3,836,983,000	531,108,000			Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	39,523	5,505	2,990,343,000	397,137,000			Hist	06/30/2023
iSHARES TRUST	SHV	Common	10,309	3,432	1,138,720,000	378,748,000			Hist	06/30/2023
iSHARES TRUST	IWS	Common	12,081	2,751	1,326,999,000	336,085,000			Hist	06/30/2023
MCDONALDS CORP	MCD	Common	8,197	529	2,446,136,000	302,027,000			Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLK	COM	10,843	345	1,885,250,000	299,851,000			Hist	06/30/2023
GLOBAL MOAT FUND, LP	MOAT	ETF	40,629	695	3,241,791,000	293,397,000			Hist	06/30/2023
ORACLE CORP	ORCL	Common	9,506	260	1,132,110,000	272,908,000			Hist	06/30/2023
FORD MOTOR CO	F	Common	99,578	664	1,506,618,000	260,299,000			Hist	06/30/2023
SELECT SECTOR SPDR TRUST	XLY	Common	5,793	766	983,795,000	232,023,000			Hist	06/30/2023
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