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CIK: 0001940678
Total reported value
$426.3M
$426.3M
260 檔
31.1%
According to the latest 13F quarterly dataset, Ruedi Wealth Management, Inc. managed an equity portfolio of $426.3M at the end of Q1 2024, spanning 260 distinct U.S. exchange-listed positions.
During Q1 2024, Ruedi Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.67% | +0.95% | +2.39% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.30% | +0.09% | -1.27% | |
| 3 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 6.44% | -0.10% | -11.33% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.27% | +0.12% | -2.20% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.14% | +0.01% | -0.27% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.96% | -0.10% | +0.78% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 4.67% | -0.71% | +64.00% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.15% | -0.36% | +4.20% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 3.43% | -0.03% | +5.80% | |
| 10 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 2.86% | -0.35% | +469.40% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.72% | +0.10% | +1.58% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.14% | +0.19% | +10.36% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.08% | -0.27% | -6.86% | |
| 14 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.67% | +0.03% | +0.09% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.58% | -0.02% | +12.32% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.04% | +0.31% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.02% | +0.04% | -11.48% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 0.98% | -0.06% | +12.64% | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.82% | -0.01% | +68.16% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.72% | — | -0.19% | |
| 21 | DFIS | Dimensional International Sm | ETF-Other | 0.47% | -0.02% | +13.46% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | — | +195.95% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | — | +2.67% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | — | -3.83% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.36% | — | +0.72% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | +0.01% | +0.06% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.34% | -0.02% | -37.39% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.02% | +3.03% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.34% | -0.08% | +0.85% | |
| 30 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.31% | +0.05% | +141.06% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | -0.01% | -2.31% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.20% | — | -5.19% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.19% | +0.01% | +8.96% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.17% | — | +0.98% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +5.62% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +4.19% | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.16% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.02% | +0.25% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.04% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | +8.18% | |
| 42 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.15% | — | -0.54% | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.15% | -0.02% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | -11.02% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.13% | +0.03% | -3.45% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.12% | — | -0.98% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | — | +2.22% | |
| 48 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.10% | +0.03% | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.08% | +0.05% | NEW | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | — | +0.22% |
According to official SEC Form 13F filings, Ruedi Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.3M across 260 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUV, DFCF) accounted for 31.1% of total reported equity market value during Q1 2024.
During Q1 2024, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (30.7%)、DFUV (7.3%)、DFCF (6.4%). The largest single position, DFAC, represented 30.7% of total portfolio value.
In Q1 2024, Ruedi Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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