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CIK: 0001940678
Total reported value
$426.3M
$426.3M
343 檔
37.8%
As reported in its official Q3 2024 Form 13F filing, Ruedi Wealth Management, Inc.'s tracked investment portfolio stood at $426.3M with 343 total positions.
During Q3 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 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 25.36% | +0.95% | -3.00% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 9.78% | -0.71% | +63.08% | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 9.05% | -0.35% | +68.49% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.85% | +0.12% | +0.99% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.32% | +0.09% | -6.85% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.48% | +0.01% | +0.83% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.25% | -0.10% | -2.24% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.14% | -0.36% | +2.90% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.59% | -0.10% | -15.90% | |
| 10 | DFIC | Dimensional International Co | ETF-Other | 3.41% | -0.03% | +9.21% | |
| 11 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.67% | -0.02% | +22.41% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.60% | +0.10% | +2.48% | |
| 13 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.45% | +0.19% | +10.41% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.97% | -0.01% | +108.66% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.04% | -2.15% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.58% | -0.27% | -7.26% | |
| 17 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.52% | +0.03% | -6.71% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.15% | -0.06% | +8.97% | |
| 19 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.99% | +0.05% | +82.59% | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 0.64% | -0.02% | +14.24% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.54% | +0.04% | -29.36% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | -0.46% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.01% | +0.06% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | — | +1.51% | |
| 25 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.28% | -0.08% | +1.29% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | — | -11.30% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.02% | -4.92% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.27% | -0.02% | -2.75% | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.22% | +0.29% | +5.03% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.19% | -0.01% | -1.88% | |
| 31 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.18% | — | — | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.16% | — | -7.18% | |
| 33 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.15% | — | -2.04% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.15% | +0.01% | +1.46% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | -2.59% | |
| 36 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.15% | — | +1.76% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.02% | -4.89% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | — | +1.66% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | -5.05% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.02% | +0.12% | |
| 41 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.13% | — | +0.02% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.12% | +0.03% | +0.24% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.04% | -7.05% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | +0.19% | |
| 45 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.10% | — | +0.66% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.10% | -0.02% | +0.51% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | -1.53% | |
| 48 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.09% | — | — | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.08% | +0.03% | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.06% | — | -0.90% |
According to official SEC Form 13F filings, Ruedi Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.3M across 343 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, DFGP) accounted for 37.8% of total reported equity market value during Q3 2024.
During Q3 2024, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (25.4%)、DFSD (9.8%)、DFGP (9.1%). The largest single position, DFAC, represented 25.4% of total portfolio value.
In Q3 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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