Fund HoldingsRehmann Capital Advisory Group

Total Portfolio Value
$1.92B
Total Bought
$134.63M
Total Sold
$92.53M
Net Transaction
+$42.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
10,066123,130+113,0647228,8350.46%+8,113
ISHARES TR684,489716,711+32,222145,674151,3357.88%+5,661
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
6,32066,359+60,0395075,6830.30%+5,176
FIDELITY MERRIMACK STR TR1,196,0421,296,014+99,97255,14759,1043.08%+3,957
FIRST TR EXCHANGE-TRADED FD216,175254,424+38,2499,58512,9200.67%+3,335
SPDR SERIES TRUST
ST STR SP400GRW
331,315352,653+21,33830,64833,8381.76%+3,191
SPDR INDEX SHS FDS
ST STR PO EX ETF
061,400+61,40002,8030.15%+2,803
VANGUARD INDEX FDS101,313110,682+9,36963,60966,1243.44%+2,515
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
371,489489,871+118,3827,87610,1650.53%+2,289
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
0490,715+490,715016,5560.86%+16,556
ISHARES TR237,719252,258+14,53931,53533,4231.74%+1,888
SPDR GOLD TR(GLD)27,36029,130+1,77010,83612,5350.65%+1,699
EXXON MOBIL CORP029,957+29,95705,0820.26%+5,082
ASTRAZENECA PLC(AZN)07,001+7,00101,3810.07%+1,381
ISHARES TR229,364233,584+4,22027,82429,0371.51%+1,214
GENTEX CORP(GNTX)055,535+55,53501,2130.06%+1,213
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
0158,946+158,94606,2670.33%+6,267
ESCALADE INC0309,213+309,21305,3090.28%+5,309
QNITY ELECTRONICS INC(Q)33,58733,574-132,7423,8740.20%+1,131
COSTCO WHOLESALE CORPORATION(COST)07,401+7,40107,3750.38%+7,375
SNAP ON INC(SNA)04,643+4,64301,6870.09%+1,687
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
11,35516,788+5,4332,1753,2220.17%+1,047
ISHARES TR
MSCI USA MIN ETF
308,099328,555+20,45629,43530,4651.59%+1,030
ZOOM COMMUNICATIONS INC(ZM)012,506+12,50601,0050.05%+1,005
VANGUARD MALVERN FDS237,509255,610+18,10111,76512,7640.66%+999
PROCTER & GAMBLE CO(PG)045,545+45,54506,5790.34%+6,579
CORTEVA INC(CTVA)066,992+66,99205,6080.29%+5,608
CHEVRON CORPORATION(CVX)017,706+17,70603,6640.19%+3,664
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0459,184+459,184011,3720.59%+11,372
DOW HLDGS INC(DOW)064,088+64,08802,6690.14%+2,669
PULTE GROUP INC(PHM)011,117+11,11701,3080.07%+1,308
NVIDIA CORPORATION(NVDA)0147,944+147,944025,7861.34%+25,786
GE VERNOVA INC(GEV)1,9652,342+3771,2842,0450.11%+760
TAIWAN SEMICONDUCTOR MANUFAC(TSM)24,62224,332-2907,4858,2170.43%+732
HNI CORP(HNI)021,309+21,30907120.04%+712
FIFTH THIRD BANCORP(FITB)022,650+22,65001,0520.05%+1,052
SPDR INDEX SHS FDS
ST PORT MARK ETF
014,680+14,68006890.04%+689
JOHNSON & JOHNSON(JNJ)42,31338,637-3,6768,7599,4450.49%+685
APPLIED MATLS INC06,775+6,77502,3160.12%+2,316
ISHARES TR07,853+7,85301,4890.08%+1,489
SELECT SECTOR SPDR TR
ST STR UTIL ETF
16,56928,246+11,6777071,2960.07%+589
ISHARES INC
CORE MSCI EMKT
0283,937+283,937019,8031.03%+19,803
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
15,88624,453+8,5671,1041,6700.09%+566
ISHARES SILVER TR(SLV)16,91624,294+7,3781,0901,6550.09%+566
ISHARES TR
MSCI EAFE MIN VL
040,741+40,74103,6230.19%+3,623
LOCKHEED MARTIN CORP(LMT)04,848+4,84802,9310.15%+2,931
MERCK & CO INC(MRK)28,30129,158+8572,9793,5070.18%+528
VANGUARD WHITEHALL FDS33,01435,533+2,5194,7385,2630.27%+524
PFIZER INC(PFE)0161,403+161,40304,5320.24%+4,532
PEPSICO INC(PEP)016,057+16,05702,4940.13%+2,494
MATCH GROUP INC NEW(MTCH)054,423+54,42301,6710.09%+1,671
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0120,920+120,92003,0900.16%+3,090
THE CIGNA GROUP(CI)05,641+5,64101,5050.08%+1,505
ISHARES INC13,10720,027+6,9208401,2540.07%+414
EQUINOR ASA(EQNR)09,701+9,70104090.02%+409
QIAGEN NV(QGEN)09,909+9,90903970.02%+397
SIRIUSXM HOLDINGS INC(SIRI)051,564+51,56401,1900.06%+1,190
NETFLIX INC.(NFLX)029,143+29,14302,8020.15%+2,802
ISHARES TR010,964+10,96403890.02%+389
BRISTOL-MYERS SQUIBB CO(BMY)040,251+40,25102,4410.13%+2,441
MICRON TECHNOLOGY INC(MU)3,3013,887+5869421,3130.07%+371
COLGATE PALMOLIVE CO(CL)04,246+4,24603620.02%+362
ASML HLDG NV
N Y REGISTRY SHS
01,049+1,04901,3840.07%+1,384
LAM RESEARCH CORP(LRCX)08,762+8,76201,8720.10%+1,872
SPDR INDEX SHS FDS
ST S&P INTL ETF
07,560+7,56003450.02%+345
NEXTERA ENERGY INC(NEE)022,351+22,35102,0760.11%+2,076
ARROW ELECTRS INC02,322+2,32203330.02%+333
ISHARES TR011,372+11,37203,5690.19%+3,569
VERIZON COMMUNICATIONS INC(VZ)031,531+31,53101,5830.08%+1,583
PIMCO ETF TR
INTER MUN BD ACT
0155,892+155,89208,1360.42%+8,136
CLOUDFLARE INC(NET)01,558+1,55803210.02%+321
SPDR INDEX SHS FDS
ST MARKE CAP ETF
04,810+4,81003180.02%+318
PIMCO ETF TR
SHTRM MUN BD ACT
06,300+6,30003180.02%+318
AT&T INC(T)055,943+55,94301,6220.08%+1,622
ISHARES INC
MSCI JAPAN ETF
7,76911,085+3,3166279360.05%+309
TJX COS INC NEW(TJX)13,65015,063+1,4132,0992,4060.13%+307
ISHARES INC05,586+5,58603060.02%+306
ENTEGRIS INC(ENTG)05,969+5,96907000.04%+700
MOTOROLA SOLUTIONS INC(MSI)03,073+3,07301,3340.07%+1,334
SLB LIMITED(SLB)010,321+10,32105300.03%+530
FIRST TR EXCHANGE-TRADED FD06,382+6,38202850.01%+285
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,27210,363+3,0915658500.04%+285
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
04,953+4,95302810.01%+281
ALBERTSONS COS INC051,414+51,41408760.05%+876
SELECT SECTOR SPDR TR
ST STR CARE ETF
5,6347,850+2,2168721,1510.06%+279
CARNIVAL CORP010,740+10,74002780.01%+278
VERTIV HOLDINGS CO(VRT)02,126+2,12605320.03%+532
ISHARES INC05,152+5,15202740.01%+274
MASCO CORP(MAS)024,770+24,77001,4950.08%+1,495
DUPONT DE NEMOURS INC(DD)064,970+64,97002,9760.15%+2,976
LINDE PLC(LIN)03,544+3,54401,7570.09%+1,757
ENI SPA(E)013,764+13,76407790.04%+779
CAVA GROUP INC(CAVA)03,101+3,10102510.01%+251
AGNICO EAGLE MINES LTD(AEM)01,233+1,23302500.01%+250
AMERICAN TOWER CORP(AMT)01,442+1,44202490.01%+249
VALERO ENERGY CORP(VLO)02,860+2,86007070.04%+707
KEYSIGHT TECHNOLOGIES INC(KEYS)02,672+2,67207540.04%+754
TOTALENERGIES SE(TTE)9,7229,661-616338790.05%+246
ONEOK INC NEW(OKE)02,693+2,69302430.01%+243
SCHWAB STRATEGIC TR08,350+8,35002430.01%+243
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