Ruedi Wealth Management, Inc. — Q2 2025 13F Holdings

Name: Ruedi Wealth Management, Inc. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001940678

Total reported value

$388.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	22.87%	-1.29%	+1.03%
2	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	13.27%	+0.79%	+4.44%
3	DFSD	Dimensional Short Duration	ETF-Other	13.24%	+0.43%	+4.21%
4	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	5.57%	-0.14%	-2.99%
5	DFUV	Dimensional US Marketwide Va	ETF-Other	4.42%	+0.04%	-0.53%
6	DFAX	Dimensional World Ex US Core	ETF-Other	4.42%	-0.14%	+9.53%
7	DFIV	Dimensional International Va	ETF-Other	3.87%	—	-14.53%
8	DFIC	Dimensional International Co	ETF-Other	3.52%	-0.16%	-2.63%
9	DFAT	Dimensional US Target Value	ETF-Other	3.48%	+0.22%	-14.55%
10	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	2.37%	+0.01%	-7.10%
11	DFLV	Dim US Large Cap Value ETF	ETF-Large Cap & Growth	2.08%	+0.29%	-29.24%
12	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	2.01%	+0.11%	-13.20%
13	DUSB	Dimension Ultrashort Fi ETF	ETF-Other	1.89%	-0.11%	+1.95%
14	DFCF	Dimensional Core Fixed INC	ETF-Other	1.52%	-0.08%	-14.04%
15	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.38%	—	+7.97%
16	DFAR	Dimensional US Real Est ETF	ETF-Other	1.15%	+0.04%	-7.06%
17	AAPL	Apple INC	Stock-Tech	1.14%	-0.11%	-2.54%
18	DISV	Dimensional International Sm	ETF-Other	1.10%	-0.07%	-16.58%
19	AVUS	Avantis U.s. Equity ETF	ETF-Other	1.06%	-0.02%	+172.78%
20	DFGR	Dim Global Real Estate ETF	ETF-Other	1.06%	+0.11%	+5.85%
21	AVLV	Avantis US Large Cap Value	ETF-Large Cap & Growth	0.92%	+0.04%	+2404.20%
22	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.59%	+0.03%	+372.36%
23	DFIS	Dimensional International Sm	ETF-Other	0.58%	+0.04%	-20.56%
24	AVNV	Avantis All Intl Mkt Val ETF	ETF-Other	0.56%	+0.02%	—
25	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.52%	—	+0.10%
26	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.46%	—	+9.08%
27	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.33%	—	+91.63%
28	BND	Vanguard Total Bond Market	ETF-Other	0.31%	+0.04%	+2.16%
29	AVSC	Avantis US Small Cap Equity	ETF-Small Cap	0.30%	+0.01%	+719.48%
30	MSFT	Microsoft CORP	Stock-Tech	0.28%	-0.06%	—
31	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.28%	-0.02%	+0.07%
32	VNQ	Vanguard Real Estate ETF	ETF-Other	0.26%	-0.01%	+21.12%
33	HD	Home Depot INC	Stock-Consumer Disc	0.26%	-0.02%	+0.04%
34	DFAW	Dimensional World Eqty ETF	ETF-Other	0.24%	—	-13.30%
35	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	0.24%	—	+1.21%
36	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.21%	-0.04%	-1.17%
37	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.16%	+0.01%	—
38	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.16%	—	+0.78%
39	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.16%	—	-1.04%
40	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.15%	-0.01%	-0.21%
41	DFAI	Dimensional International Co	ETF-Other	0.14%	—	-2.42%
42	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.13%	-0.02%	—
43	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.13%	-0.01%	-3.25%
44	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.13%	-0.02%	—
45	AVDS	Avantis Intl Sm Cap Eq ETF	ETF-Other	0.12%	—	—
46	JPM	Jpmorgan Chase & Co	Stock-Financials	0.12%	-0.02%	-31.90%
47	DFAU	Dimensional US Core Equity M	ETF-Other	0.12%	-0.01%	+0.02%
48	AVDE	Avantis International Equity	ETF-Other	0.11%	—	+4865.69%
49	XOM	Exxon Mobil CORP	Stock-Energy	0.09%	+0.04%	—
50	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.09%	-0.02%	+8.32%

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