Ruedi Wealth Management
Latest statistics and disclosures from Ruedi Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFSD, DFGP, DFUS, DFUV, and represent 55.36% of Ruedi Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFSD (+$11M), DFGP (+$11M), DUSB, DFLV, DFGR, DFIC, DFEM, DFIV, DISV, DFSI.
- Started 6 new stock positions in AVDV, DFSB, AVGE, DFSI, DFSE, AVES.
- Reduced shares in these 10 stocks: DFAC, DFCF, DFUV, AVUS, BNDX, DFAR, DFAX, ORCL, VNQ, AAPL.
- Sold out of its positions in AES, AKAM, ALK, ALB, ALGN, AAL, AEP, COLD, AME, ELV.
- Ruedi Wealth Management was a net buyer of stock by $22M.
- Ruedi Wealth Management has $291M in assets under management (AUM), dropping by 14.71%.
- Central Index Key (CIK): 0001940678
Tip: Access up to 7 years of quarterly data
Positions held by Ruedi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Ruedi Wealth Management
Ruedi Wealth Management holds 343 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 25.4 | $74M | -3% | 2.2M | 34.29 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 9.8 | $29M | +63% | 597k | 47.74 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 9.0 | $26M | +68% | 478k | 55.10 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 5.9 | $17M | 274k | 62.20 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 5.3 | $16M | -6% | 372k | 41.69 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 4.5 | $13M | 235k | 55.63 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.2 | $12M | -2% | 458k | 27.01 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.1 | $12M | +2% | 317k | 38.08 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 3.6 | $11M | -15% | 242k | 43.19 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 3.4 | $9.9M | +9% | 353k | 28.14 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 2.7 | $7.8M | +22% | 252k | 30.81 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.6 | $7.6M | +2% | 117k | 64.86 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.4 | $7.1M | +10% | 253k | 28.15 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 2.0 | $5.7M | +108% | 113k | 50.77 |
|
| Apple (AAPL) | 1.6 | $4.6M | -2% | 20k | 233.00 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.6 | $4.6M | -7% | 92k | 50.28 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.5 | $4.4M | -6% | 173k | 25.64 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 1.1 | $3.3M | +8% | 115k | 29.06 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 1.0 | $2.9M | +82% | 100k | 28.86 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.6 | $1.9M | +14% | 69k | 26.83 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $1.6M | -29% | 17k | 95.15 |
|
| Home Depot (HD) | 0.3 | $957k | 2.4k | 405.12 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $912k | 1.6k | 573.64 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $869k | 12k | 75.11 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $829k | 17k | 49.94 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $827k | -11% | 8.5k | 97.42 |
|
| Microsoft Corporation (MSFT) | 0.3 | $815k | -4% | 1.9k | 430.35 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $792k | -2% | 13k | 59.02 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.2 | $632k | +5% | 10k | 63.46 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $548k | 7.0k | 78.69 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.2 | $531k | 11k | 48.54 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $457k | -7% | 14k | 31.78 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $448k | -2% | 16k | 27.41 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.2 | $439k | 14k | 30.80 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $428k | -2% | 2.0k | 210.91 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $423k | 11k | 37.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $416k | -4% | 2.5k | 165.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $411k | 7.8k | 52.81 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $399k | -5% | 2.4k | 167.19 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $398k | 816.00 | 488.01 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $386k | 9.7k | 39.69 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $344k | 5.3k | 64.60 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $337k | -7% | 2.9k | 117.20 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $305k | 1.1k | 283.23 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $292k | 3.0k | 95.95 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $288k | 1.8k | 162.91 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $271k | 5.7k | 47.85 |
|
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $257k | NEW | 7.2k | 35.73 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $228k | 3.5k | 65.83 |
|
|
| Pepsi (PEP) | 0.1 | $187k | 1.1k | 170.11 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $181k | 735.00 | 246.52 |
|
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $172k | 7.0k | 24.49 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $159k | 2.9k | 54.02 |
|
|
| Caterpillar (CAT) | 0.1 | $150k | -2% | 384.00 | 391.28 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $145k | 19k | 7.58 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $139k | 1.2k | 115.30 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $138k | -5% | 3.5k | 39.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $133k | -10% | 288.00 | 460.26 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $132k | 1.1k | 119.65 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.0 | $126k | NEW | 3.5k | 35.42 |
|
| Southern Company (SO) | 0.0 | $120k | -2% | 1.3k | 90.20 |
|
| Wal-Mart Stores (WMT) | 0.0 | $118k | 1.5k | 80.76 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $117k | -2% | 2.0k | 59.75 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $111k | 490.00 | 225.76 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $110k | 1.0k | 110.37 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $108k | -31% | 890.00 | 121.46 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $101k | 588.00 | 172.52 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $99k | -3% | 523.00 | 188.58 |
|
| Broadcom (AVGO) | 0.0 | $97k | +824% | 564.00 | 172.64 |
|
| Trane Technologies SHS (TT) | 0.0 | $88k | -2% | 226.00 | 388.73 |
|
| Abbvie (ABBV) | 0.0 | $88k | -10% | 443.00 | 197.63 |
|
| Philip Morris International (PM) | 0.0 | $87k | 718.00 | 121.40 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $87k | -57% | 509.00 | 170.33 |
|
| McDonald's Corporation (MCD) | 0.0 | $84k | -7% | 276.00 | 304.21 |
|
| Amazon (AMZN) | 0.0 | $82k | 440.00 | 186.33 |
|
|
| Cisco Systems (CSCO) | 0.0 | $77k | -8% | 1.5k | 53.22 |
|
| Hershey Company (HSY) | 0.0 | $77k | 400.00 | 191.78 |
|
|
| Science App Int'l (SAIC) | 0.0 | $70k | 503.00 | 139.27 |
|
|
| Chevron Corporation (CVX) | 0.0 | $68k | 459.00 | 147.27 |
|
|
| Evergy (EVRG) | 0.0 | $62k | 1.0k | 62.01 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $62k | 643.00 | 95.75 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $57k | 375.00 | 153.13 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $56k | 320.00 | 174.53 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $54k | -12% | 477.00 | 114.11 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.0 | $52k | 929.00 | 56.14 |
|
|
| UnitedHealth (UNH) | 0.0 | $51k | -11% | 87.00 | 587.93 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $51k | 1.6k | 31.70 |
|
|
| Norfolk Southern (NSC) | 0.0 | $50k | -7% | 200.00 | 248.14 |
|
| Palo Alto Networks (PANW) | 0.0 | $47k | 137.00 | 341.80 |
|
|
| Qualcomm (QCOM) | 0.0 | $46k | -7% | 271.00 | 170.26 |
|
| Netflix (NFLX) | 0.0 | $45k | -7% | 63.00 | 709.27 |
|
| PNC Financial Services (PNC) | 0.0 | $43k | 233.00 | 184.89 |
|
|
| Intel Corporation (INTC) | 0.0 | $42k | -3% | 1.8k | 23.46 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $42k | -20% | 47.00 | 890.45 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $41k | 147.00 | 281.37 |
|
|
| Merck & Co (MRK) | 0.0 | $40k | -10% | 354.00 | 113.71 |
|
| Johnson & Johnson (JNJ) | 0.0 | $40k | -11% | 248.00 | 161.81 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $39k | 194.00 | 200.91 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $38k | 455.00 | 84.15 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $38k | -7% | 517.00 | 73.66 |
|
| Brunswick Corporation (BC) | 0.0 | $36k | 433.00 | 83.82 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $36k | 351.00 | 101.27 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $34k | -17% | 196.00 | 173.52 |
|
| Meta Platforms Cl A (META) | 0.0 | $33k | -27% | 58.00 | 572.67 |
|
| Altria (MO) | 0.0 | $33k | -3% | 650.00 | 51.04 |
|
| Ge Vernova (GEV) | 0.0 | $33k | -2% | 130.00 | 254.98 |
|
| salesforce (CRM) | 0.0 | $31k | -18% | 113.00 | 273.71 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $31k | 286.00 | 107.65 |
|
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $30k | NEW | 562.00 | 53.17 |
|
| Pfizer (PFE) | 0.0 | $29k | -15% | 1.0k | 28.94 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $29k | +7% | 426.00 | 67.47 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $28k | 259.00 | 108.58 |
|
|
| FedEx Corporation (FDX) | 0.0 | $27k | 100.00 | 273.68 |
|
|
| Boeing Company (BA) | 0.0 | $27k | -3% | 180.00 | 152.04 |
|
| ConocoPhillips (COP) | 0.0 | $26k | 250.00 | 105.28 |
|
|
| Yum! Brands (YUM) | 0.0 | $26k | 188.00 | 139.98 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $26k | 46.00 | 569.65 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $26k | 823.00 | 31.39 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $26k | -11% | 131.00 | 195.47 |
|
| Phillips 66 (PSX) | 0.0 | $25k | 190.00 | 131.45 |
|
|
| American Express Company (AXP) | 0.0 | $24k | -4% | 90.00 | 271.20 |
|
| Coca-Cola Company (KO) | 0.0 | $24k | -11% | 336.00 | 71.90 |
|
| Morgan Stanley Com New (MS) | 0.0 | $23k | -10% | 221.00 | 104.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $23k | -17% | 46.00 | 493.80 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $22k | -9% | 90.00 | 248.60 |
|
| International Business Machines (IBM) | 0.0 | $22k | 100.00 | 221.08 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $22k | 99.00 | 220.89 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $21k | 371.00 | 57.53 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $21k | -4% | 225.00 | 93.85 |
|
| Corning Incorporated (GLW) | 0.0 | $20k | 444.00 | 45.15 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $20k | -4% | 105.00 | 187.48 |
|
| Ingersoll Rand (IR) | 0.0 | $20k | -2% | 199.00 | 98.16 |
|
| American Tower Reit (AMT) | 0.0 | $19k | -20% | 81.00 | 232.56 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $19k | -7% | 49.00 | 384.16 |
|
| Air Products & Chemicals (APD) | 0.0 | $18k | -11% | 61.00 | 297.74 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $18k | 90.00 | 197.17 |
|
|
| Lowe's Companies (LOW) | 0.0 | $18k | -26% | 65.00 | 270.85 |
|
| Dupont De Nemours (DD) | 0.0 | $17k | -11% | 189.00 | 89.11 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $17k | 152.00 | 110.70 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $17k | 400.00 | 41.77 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $17k | -12% | 136.00 | 121.16 |
|
| Howmet Aerospace (HWM) | 0.0 | $16k | -5% | 159.00 | 100.25 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $16k | 602.00 | 26.28 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $16k | 172.00 | 91.93 |
|
|
| Nike CL B (NKE) | 0.0 | $16k | -19% | 178.00 | 88.40 |
|
| First Mid Ill Bancshares (FMBH) | 0.0 | $15k | 396.00 | 38.93 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $14k | -36% | 23.00 | 618.57 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $14k | 306.00 | 46.34 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $14k | 198.00 | 71.60 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $14k | -19% | 177.00 | 78.06 |
|
| Walt Disney Company (DIS) | 0.0 | $14k | -21% | 140.00 | 96.19 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $14k | 122.00 | 110.33 |
|
|
| First Busey Corp Com New (BUSE) | 0.0 | $13k | 509.00 | 26.02 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $13k | 150.00 | 83.63 |
|
|
| Danaher Corporation (DHR) | 0.0 | $13k | -37% | 45.00 | 278.02 |
|
| United Parcel Service CL B (UPS) | 0.0 | $12k | -5% | 90.00 | 136.34 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $12k | 96.00 | 126.19 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $12k | 264.00 | 45.73 |
|
|
| Paccar (PCAR) | 0.0 | $12k | -3% | 120.00 | 98.68 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $12k | 201.00 | 57.52 |
|
|
| Constellation Energy (CEG) | 0.0 | $11k | -4% | 44.00 | 260.02 |
|
| Tesla Motors (TSLA) | 0.0 | $11k | -43% | 42.00 | 261.62 |
|
| Linde SHS (LIN) | 0.0 | $11k | -30% | 23.00 | 476.87 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $11k | -2% | 42.00 | 257.69 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $11k | 272.00 | 39.27 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $11k | -4% | 45.00 | 236.98 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $11k | +2% | 45.00 | 235.49 |
|
| Intercontinental Exchange (ICE) | 0.0 | $10k | -49% | 65.00 | 160.65 |
|
| Ameren Corporation (AEE) | 0.0 | $10k | 119.00 | 87.23 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $10k | -20% | 20.00 | 517.80 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $10k | 71.00 | 145.75 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $10k | -31% | 33.00 | 302.21 |
|
| Prudential Financial (PRU) | 0.0 | $9.9k | -16% | 82.00 | 121.10 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $9.9k | 159.00 | 62.34 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $9.9k | +3% | 180.00 | 54.74 |
|
| T. Rowe Price (TROW) | 0.0 | $9.5k | 87.00 | 108.93 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $9.2k | 91.00 | 100.56 |
|
|
| Waste Management (WM) | 0.0 | $9.1k | -33% | 44.00 | 206.14 |
|
| Verizon Communications (VZ) | 0.0 | $9.0k | -8% | 200.00 | 44.91 |
|
| D.R. Horton (DHI) | 0.0 | $9.0k | -50% | 47.00 | 190.77 |
|
| AFLAC Incorporated (AFL) | 0.0 | $8.7k | -10% | 78.00 | 111.79 |
|
| Corteva (CTVA) | 0.0 | $8.7k | -9% | 148.00 | 58.79 |
|
| Novagold Res Com New (NG) | 0.0 | $8.6k | 2.1k | 4.10 |
|
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $8.6k | 163.00 | 52.75 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $8.4k | +3% | 89.00 | 93.83 |
|
| CSX Corporation (CSX) | 0.0 | $8.3k | -34% | 239.00 | 34.53 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $7.9k | +5% | 173.00 | 45.40 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $7.8k | 62.00 | 126.45 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $7.7k | 57.00 | 135.44 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $7.6k | 63.00 | 121.10 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $7.5k | 61.00 | 123.62 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $7.4k | 63.00 | 116.95 |
|
|
| At&t (T) | 0.0 | $7.3k | -20% | 334.00 | 21.98 |
|
| Dow (DOW) | 0.0 | $7.3k | 133.00 | 54.63 |
|
|
| Progressive Corporation (PGR) | 0.0 | $6.9k | -51% | 27.00 | 253.78 |
|
| Applied Materials (AMAT) | 0.0 | $6.7k | -50% | 33.00 | 202.06 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $6.4k | +23% | 63.00 | 101.13 |
|
| Hp (HPQ) | 0.0 | $6.3k | -5% | 176.00 | 35.87 |
|
| Republic Services (RSG) | 0.0 | $6.2k | -50% | 31.00 | 200.84 |
|
| Amgen (AMGN) | 0.0 | $6.1k | -36% | 19.00 | 322.21 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $6.1k | -50% | 49.00 | 124.49 |
|
| Eaton Corp SHS (ETN) | 0.0 | $6.0k | -51% | 18.00 | 331.44 |
|
| FirstEnergy (FE) | 0.0 | $5.9k | -12% | 133.00 | 44.35 |
|
| Starbucks Corporation (SBUX) | 0.0 | $5.8k | -38% | 60.00 | 97.48 |
|
| Eastman Chemical Company (EMN) | 0.0 | $5.8k | -52% | 52.00 | 111.94 |
|
| Illinois Tool Works (ITW) | 0.0 | $5.8k | -8% | 22.00 | 262.09 |
|
| Kraft Heinz (KHC) | 0.0 | $5.6k | -6% | 159.00 | 35.05 |
|
| Chubb (CB) | 0.0 | $5.5k | -24% | 19.00 | 288.37 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $5.4k | +24% | 106.00 | 50.92 |
|
| Rapid7 (RPD) | 0.0 | $5.4k | 135.00 | 39.89 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $5.4k | -50% | 24.00 | 223.08 |
|
| Regions Financial Corporation (RF) | 0.0 | $5.3k | -8% | 226.00 | 23.31 |
|
| W.W. Grainger (GWW) | 0.0 | $5.2k | 5.00 | 1038.80 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $5.2k | 37.00 | 140.35 |
|
|
| Exelon Corporation (EXC) | 0.0 | $5.2k | -4% | 127.00 | 40.55 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $5.1k | 312.00 | 16.36 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $5.0k | 111.00 | 45.18 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $5.0k | 30.00 | 166.27 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $4.9k | -50% | 6.00 | 816.00 |
|
| BlackRock (BLK) | 0.0 | $4.7k | 5.00 | 949.60 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $4.6k | 10.00 | 459.90 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $4.6k | -50% | 29.00 | 158.03 |
|
| L3harris Technologies (LHX) | 0.0 | $4.5k | -5% | 19.00 | 237.89 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $4.5k | 35.00 | 128.20 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $4.5k | +19% | 67.00 | 66.91 |
|
| Keysight Technologies (KEYS) | 0.0 | $4.3k | -50% | 27.00 | 158.93 |
|
| Allstate Corporation (ALL) | 0.0 | $4.2k | -48% | 22.00 | 189.64 |
|
| Ansys (ANSS) | 0.0 | $4.1k | -45% | 13.00 | 318.62 |
|
| Stifel Financial (SF) | 0.0 | $4.0k | -50% | 43.00 | 93.91 |
|
| Elanco Animal Health (ELAN) | 0.0 | $4.0k | 271.00 | 14.69 |
|
|
| Nextera Energy (NEE) | 0.0 | $4.0k | -39% | 47.00 | 84.53 |
|
| Dover Corporation (DOV) | 0.0 | $3.8k | -51% | 20.00 | 191.75 |
|
| Advanced Micro Devices (AMD) | 0.0 | $3.8k | -48% | 23.00 | 164.09 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $3.7k | -50% | 25.00 | 148.48 |
|
| Raymond James Financial (RJF) | 0.0 | $3.7k | -50% | 30.00 | 122.47 |
|
| Woodward Governor Company (WWD) | 0.0 | $3.6k | -48% | 21.00 | 171.52 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $3.6k | 176.00 | 20.46 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $3.5k | -55% | 4.00 | 886.00 |
|
| Old Republic International Corporation (ORI) | 0.0 | $3.5k | 100.00 | 35.42 |
|
|
| TJX Companies (TJX) | 0.0 | $3.5k | -50% | 30.00 | 117.53 |
|
| Emerson Electric (EMR) | 0.0 | $3.5k | 32.00 | 109.38 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $3.5k | -47% | 12.00 | 289.75 |
|
| AmerisourceBergen (COR) | 0.0 | $3.4k | -50% | 15.00 | 225.07 |
|
| DTE Energy Company (DTE) | 0.0 | $3.3k | -16% | 26.00 | 128.42 |
|
| Medtronic SHS (MDT) | 0.0 | $3.3k | 37.00 | 90.03 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $3.3k | -49% | 38.00 | 86.71 |
|
| Wec Energy Group (WEC) | 0.0 | $3.3k | -50% | 34.00 | 96.18 |
|
| Air Lease Corp Cl A (AL) | 0.0 | $3.3k | -49% | 72.00 | 45.29 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $3.1k | NEW | 42.00 | 73.88 |
|
| Key (KEY) | 0.0 | $3.1k | -50% | 184.00 | 16.75 |
|
| CMS Energy Corporation (CMS) | 0.0 | $3.0k | -2% | 43.00 | 70.63 |
|
| Skyworks Solutions (SWKS) | 0.0 | $3.0k | -49% | 30.00 | 98.77 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $2.9k | -50% | 13.00 | 223.46 |
|
| Boston Beer Cl A (SAM) | 0.0 | $2.9k | 10.00 | 289.10 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.8k | 77.00 | 36.18 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $2.7k | -52% | 8.00 | 334.62 |
|
| GATX Corporation (GATX) | 0.0 | $2.6k | -50% | 20.00 | 132.45 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.6k | -50% | 5.00 | 528.00 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $2.6k | -50% | 40.00 | 64.80 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $2.5k | -50% | 106.00 | 23.95 |
|
| Synopsys (SNPS) | 0.0 | $2.5k | -58% | 5.00 | 506.40 |
|
| American Water Works (AWK) | 0.0 | $2.3k | -20% | 16.00 | 146.25 |
|
| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $2.3k | -8% | 46.00 | 49.96 |
|
| Hexcel Corporation (HXL) | 0.0 | $2.3k | -50% | 37.00 | 61.84 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.1k | -72% | 6.00 | 353.50 |
|
| Sealed Air (SEE) | 0.0 | $2.1k | -50% | 57.00 | 36.30 |
|
| Cdw (CDW) | 0.0 | $2.0k | -52% | 9.00 | 226.33 |
|
| Farmland Partners (FPI) | 0.0 | $2.0k | 193.00 | 10.45 |
|
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.0 | $2.0k | -50% | 62.00 | 32.52 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $2.0k | 68.00 | 29.40 |
|
|
| McKesson Corporation (MCK) | 0.0 | $2.0k | -42% | 4.00 | 494.50 |
|
| La-Z-Boy Incorporated (LZB) | 0.0 | $2.0k | 46.00 | 42.91 |
|
|
| Intuit (INTU) | 0.0 | $1.9k | -50% | 3.00 | 621.00 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.8k | -23% | 100.00 | 18.48 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $1.8k | -2% | 37.00 | 49.92 |
|
| Servicenow (NOW) | 0.0 | $1.8k | -50% | 2.00 | 894.50 |
|
| Cigna Corp (CI) | 0.0 | $1.7k | -61% | 5.00 | 346.40 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.7k | -37% | 15.00 | 111.87 |
|
| Deere & Company (DE) | 0.0 | $1.7k | -42% | 4.00 | 417.25 |
|
| Cintas Corporation (CTAS) | 0.0 | $1.6k | +100% | 8.00 | 205.88 |
|
| Flexshares Tr Iboxx 5yr Trgt (TDTF) | 0.0 | $1.6k | 68.00 | 24.10 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $1.6k | NEW | 23.00 | 70.65 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.5k | -50% | 2.00 | 774.50 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $1.5k | -53% | 7.00 | 220.71 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $1.5k | 64.00 | 23.94 |
|
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.4k | 21.00 | 68.57 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.4k | 1.00 | 1427.00 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.4k | 59.00 | 23.14 |
|
|
| Capital One Financial (COF) | 0.0 | $1.3k | -52% | 9.00 | 149.78 |
|
| Paychex (PAYX) | 0.0 | $1.3k | -47% | 10.00 | 134.20 |
|
| American Intl Group Com New (AIG) | 0.0 | $1.3k | -50% | 18.00 | 73.22 |
|
| Citigroup Com New (C) | 0.0 | $1.3k | -4% | 20.00 | 62.60 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $1.2k | 7.00 | 178.57 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $1.2k | -51% | 24.00 | 49.92 |
|
| Msci (MSCI) | 0.0 | $1.2k | -33% | 2.00 | 583.00 |
|
| Analog Devices (ADI) | 0.0 | $1.2k | -50% | 5.00 | 230.20 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.1k | 27.00 | 42.33 |
|
|
| American Centy Etf Tr Emerging Mkt Val (AVES) | 0.0 | $1.1k | NEW | 21.00 | 52.14 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.1k | -50% | 1.00 | 1051.00 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $1.0k | 13.00 | 78.69 |
|
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $997.999200 | 22.00 | 45.36 |
|
|
| Discover Financial Services (DFS) | 0.0 | $981.999900 | -46% | 7.00 | 140.29 |
|
| Ameriprise Financial (AMP) | 0.0 | $940.000000 | -60% | 2.00 | 470.00 |
|
| Fortinet (FTNT) | 0.0 | $930.999600 | -52% | 12.00 | 77.58 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $913.001800 | -7% | 86.00 | 10.62 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $896.000000 | -50% | 7.00 | 128.00 |
|
| Tractor Supply Company (TSCO) | 0.0 | $873.000000 | -40% | 3.00 | 291.00 |
|
| Teradata Corporation (TDC) | 0.0 | $849.998800 | 28.00 | 30.36 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $773.000000 | 16.00 | 48.31 |
|
|
| Ford Motor Company (F) | 0.0 | $750.001400 | -49% | 71.00 | 10.56 |
|
| NiSource (NI) | 0.0 | $728.000700 | -22% | 21.00 | 34.67 |
|
| Iron Mountain (IRM) | 0.0 | $712.999800 | -45% | 6.00 | 118.83 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $709.000000 | -42% | 4.00 | 177.25 |
|
| Synchrony Financial (SYF) | 0.0 | $599.000400 | -47% | 12.00 | 49.92 |
|
| MetLife (MET) | 0.0 | $577.000200 | -96% | 7.00 | 82.43 |
|
| Fifth Third Ban (FITB) | 0.0 | $513.999600 | -50% | 12.00 | 42.83 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $486.997800 | -35% | 59.00 | 8.25 |
|
| Obsidian Energy (OBE) | 0.0 | $471.002000 | 85.00 | 5.54 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $465.000000 | -50% | 1.00 | 465.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $460.000000 | 20.00 | 23.00 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $450.000000 | -98% | 1.00 | 450.00 |
|
| Pulte (PHM) | 0.0 | $431.000100 | -50% | 3.00 | 143.67 |
|
| V.F. Corporation (VFC) | 0.0 | $399.000000 | 20.00 | 19.95 |
|
|
| Ncr Atleos Corporation Com Shs (NATL) | 0.0 | $399.000000 | 14.00 | 28.50 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $391.000000 | -52% | 10.00 | 39.10 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $383.000000 | 20.00 | 19.15 |
|
|
| NCR Corporation (VYX) | 0.0 | $379.999200 | 28.00 | 13.57 |
|
|
| Lennar Corp CL B (LEN.B) | 0.0 | $346.000000 | 2.00 | 173.00 |
|
|
| Principal Financial (PFG) | 0.0 | $344.000000 | -50% | 4.00 | 86.00 |
|
| Viatris (VTRS) | 0.0 | $279.000000 | -78% | 24.00 | 11.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $275.000000 | 4.00 | 68.75 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $273.000000 | -50% | 3.00 | 91.00 |
|
| Cadence Design Systems (CDNS) | 0.0 | $271.000000 | -66% | 1.00 | 271.00 |
|
| Verisk Analytics (VRSK) | 0.0 | $268.000000 | 1.00 | 268.00 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $238.000000 | -60% | 2.00 | 119.00 |
|
| Insulet Corporation (PODD) | 0.0 | $233.000000 | -50% | 1.00 | 233.00 |
|
| Copart (CPRT) | 0.0 | $156.999900 | -57% | 3.00 | 52.33 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $129.000000 | -50% | 2.00 | 64.50 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $124.000000 | 1.00 | 124.00 |
|
|
| Unum (UNM) | 0.0 | $119.000000 | -50% | 2.00 | 59.50 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $91.000000 | 2.00 | 45.50 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $71.000000 | 1.00 | 71.00 |
|
|
| Kimco Realty Corporation (KIM) | 0.0 | $23.000000 | -50% | 1.00 | 23.00 |
|
Past Filings by Ruedi Wealth Management
SEC 13F filings are viewable for Ruedi Wealth Management going back to 2022
- 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