Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REHMANN CAPITAL ADVISORY GROUP | 05-03-2024 | 03-31-2024 | 572 | 1,341,300,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 1 | $91,310,947 | 1,081,370 | 0.01 | 0.01 | 74,971 | 7.45 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 2 | $80,809,630 | 432,576 | 0.01 | 0.01 | 32,593 | 8.15 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 3 | $71,080,920 | 957,705 | 0.01 | 0.01 | 33,576 | 3.63 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 4 | $45,359,555 | 393,404 | 0.00 | 0.00 | 3,234 | 0.83 | 03-31-2024 |
