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Ruedi Wealth Management

Latest statistics and disclosures from Ruedi Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFGP, DFSD, DFUS, DFAX, and represent 59.62% of Ruedi Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD, DFGP, DUSB, DFIC, DFAC, DFEM, DFGR, DFSV, AVLV, DFSU.
Reduced shares in these 10 stocks: VOO, VTI, DFCF, DFUS, ERIC, BND, DFUV, DISV, DFIV, MSFT.
Sold out of its positions in ERIC, VOO.
Ruedi Wealth Management was a net buyer of stock by $1.8M.
Ruedi Wealth Management has $357M in assets under management (AUM), dropping by 5.97%.
Central Index Key (CIK): 0001940678

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Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	23.3	$83M		2.2M	38.57	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	13.1	$47M	+2%	845k	55.57	View chart
Dimensional Etf Trust Short Duration F (DFSD)	13.1	$47M	+4%	971k	48.19	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.6	$20M		276k	72.44	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.4	$16M		506k	31.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.4	$16M		351k	44.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.9	$14M		303k	46.12	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.8	$13M	+7%	409k	32.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.6	$13M		218k	58.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.5	$9.0M	+4%	282k	32.07	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.1	$7.4M		226k	32.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$7.3M		107k	68.46	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	2.0	$7.3M	+14%	144k	50.78	View chart
Apple (AAPL)	1.3	$4.8M		19k	254.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.3	$4.6M	-11%	108k	42.76	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.3	$4.6M		93k	49.46	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.1	$4.0M		167k	23.85	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.1	$3.9M		111k	35.69	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.1	$3.9M		36k	108.70	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$3.9M	+7%	143k	27.31	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$3.4M	+3%	47k	72.26	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$2.3M	+6%	72k	31.84	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$2.1M		66k	31.63	View chart
American Centy Etf Tr Avantis All Int (AVNV)	0.6	$2.0M		29k	71.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$1.2M		16k	75.11	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.3	$1.1M		20k	57.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.0M		1.5k	666.31	View chart
Home Depot (HD)	0.3	$958k		2.4k	405.22	View chart
Microsoft Corporation (MSFT)	0.3	$931k	-6%	1.8k	517.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$911k	-12%	12k	74.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$888k	-2%	9.7k	91.42	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$842k	-4%	12k	71.86	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$803k		16k	49.99	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$710k		12k	58.85	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$642k	+9%	15k	42.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$616k		6.9k	89.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$610k		2.5k	243.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$582k		2.4k	243.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$528k		8.8k	59.92	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$513k	-2%	6.5k	78.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$506k		14k	36.35	View chart
JPMorgan Chase & Co. (JPM)	0.1	$480k	+7%	1.5k	315.45	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$457k		6.8k	67.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$454k	-2%	14k	31.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$421k	-2%	9.2k	45.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$400k		5.1k	78.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$364k	-78%	1.1k	328.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$349k		1.8k	192.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$328k		547.00	600.18	View chart
Exxon Mobil Corporation (XOM)	0.1	$324k		2.9k	112.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$323k		6.0k	54.18	View chart
Dimensional Etf Trust International (DFSI)	0.1	$302k		7.4k	40.95	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$257k		7.0k	36.69	View chart

Past Filings by Ruedi Wealth Management

SEC 13F filings are viewable for Ruedi Wealth Management going back to 2022

Ruedi Wealth Management 2025 Q3 filed Nov. 13, 2025
Ruedi Wealth Management 2025 Q2 filed July 25, 2025
Ruedi Wealth Management 2025 Q1 filed April 23, 2025
Ruedi Wealth Management 2024 Q4 filed Feb. 13, 2025
Ruedi Wealth Management 2024 Q3 filed Oct. 22, 2024
Ruedi Wealth Management 2024 Q2 filed July 17, 2024
Ruedi Wealth Management 2024 Q1 filed May 6, 2024
Ruedi Wealth Management 2023 Q4 filed Jan. 25, 2024
Ruedi Wealth Management 2023 Q3 filed Oct. 26, 2023
Ruedi Wealth Management 2023 Q2 filed July 27, 2023
Ruedi Wealth Management 2023 Q1 filed May 9, 2023
Ruedi Wealth Management 2022 Q4 filed Feb. 21, 2023

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