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CIK: 0001940678
Total reported value
$426.3M
$426.3M
491 檔
31.8%
The Q2 2024 SEC filing reveals that Ruedi Wealth Management, Inc. held a total portfolio value of $426.3M, covering 491 public equity positions.
During Q2 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 491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 28.19% | +0.95% | -2.67% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 6.78% | -0.71% | +55.30% | |
| 3 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.29% | +0.12% | +3.81% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.17% | +0.09% | -5.95% | |
| 5 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 5.92% | -0.35% | +122.97% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.75% | +0.01% | +3.55% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.71% | -0.10% | -21.15% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.69% | -0.10% | +1.19% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.36% | -0.36% | +14.69% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 3.34% | -0.03% | +6.04% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.69% | +0.10% | +9.81% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.42% | +0.19% | +15.18% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.35% | -0.02% | +64.29% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.90% | -0.27% | -1.60% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.04% | +1.13% | |
| 16 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.61% | +0.03% | +4.26% | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 1.12% | -0.06% | +23.16% | |
| 18 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.08% | -0.01% | +40.51% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.83% | +0.04% | -13.76% | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 0.59% | -0.02% | +35.56% | |
| 21 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.54% | +0.05% | +92.66% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.02% | +4.40% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.01% | -0.06% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | — | -3.77% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | — | +1.15% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.32% | -0.08% | +1.37% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | — | -2.81% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.31% | -0.02% | -2.02% | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.22% | +0.29% | +882.38% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | -0.01% | +0.23% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.21% | — | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.02% | +10.84% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.02% | +11.28% | |
| 34 | DFAI | Dimensional International Co | ETF-Other | 0.18% | — | -2.02% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.17% | — | -0.57% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +5.53% | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.16% | +0.01% | -6.71% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.02% | — | |
| 39 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.15% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | -0.82% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.14% | — | -0.47% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.04% | — | |
| 43 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.13% | +0.03% | -0.02% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.12% | -0.02% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | — | -71.74% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.11% | — | +0.17% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.10% | — | -0.84% | |
| 48 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.09% | +0.03% | -3.13% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | — | +23.58% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.07% | — | +3.43% |
According to official SEC Form 13F filings, Ruedi Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.3M across 491 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, DFUS) accounted for 31.8% of total reported equity market value during Q2 2024.
During Q2 2024, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (28.2%)、DFSD (6.8%)、DFUS (6.3%). The largest single position, DFAC, represented 28.2% of total portfolio value.
In Q2 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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