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CIK: 0001940678
Total reported value
$426.3M
$426.3M
333 檔
44.1%
At the close of Q4 2024, Ruedi Wealth Management, Inc. disclosed equity holdings valued at approximately $426.3M, spread across 333 reported holdings.
During Q4 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 333 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.39% | +0.95% | -0.56% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 13.04% | -0.71% | +47.55% | |
| 3 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 12.54% | -0.35% | +57.23% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.76% | +0.12% | +4.37% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.67% | +0.09% | -2.83% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 4.41% | +0.01% | +7.12% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 3.89% | -0.36% | +9.58% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.71% | -0.10% | +3.26% | |
| 9 | DFIC | Dimensional International Co | ETF-Other | 3.13% | -0.03% | +8.85% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.78% | -0.02% | +16.24% | |
| 11 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.56% | +0.10% | +6.76% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.33% | +0.19% | +11.47% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.09% | -0.10% | -33.80% | |
| 14 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.94% | -0.01% | +7.53% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.56% | +0.04% | -0.30% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.44% | -0.27% | +1.06% | |
| 17 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.22% | +0.03% | -3.67% | |
| 18 | DISV | Dimensional International Sm | ETF-Other | 1.10% | -0.06% | +14.26% | |
| 19 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.03% | +0.05% | +27.61% | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 0.63% | -0.02% | +18.61% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.50% | +0.04% | -0.42% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | — | +0.04% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | -4.03% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | — | +1.52% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.02% | +1.06% | |
| 26 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.25% | -0.08% | -3.93% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.24% | — | -0.32% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.24% | -0.02% | -3.56% | |
| 29 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.22% | +0.29% | +12.83% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.17% | -0.01% | +0.80% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | +2.02% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | — | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.15% | — | +8.19% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | — | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.14% | +0.01% | +0.50% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.14% | +0.03% | +38.13% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.13% | — | +1.14% | |
| 38 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.13% | — | -3.37% | |
| 39 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.12% | — | +0.03% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.12% | — | +4.18% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | -20.83% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.10% | — | -0.46% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.04% | — | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.09% | — | -0.66% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | +2.29% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.08% | -0.02% | +0.62% | |
| 47 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.07% | — | +0.13% | |
| 48 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.07% | +0.03% | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.05% | +0.05% | NEW | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.05% | — | — |
According to official SEC Form 13F filings, Ruedi Wealth Management, Inc. reported a total U.S. public equity portfolio value of $426.3M across 333 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, DFGP) accounted for 44.1% of total reported equity market value during Q4 2024.
During Q4 2024, Ruedi Wealth Management, Inc.'s top holdings by market value included DFAC (23.4%)、DFSD (13.0%)、DFGP (12.5%). The largest single position, DFAC, represented 23.4% of total portfolio value.
In Q4 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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