Ruedi Wealth Management
Latest statistics and disclosures from Ruedi Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFCF, DFUV, DFUS, DFAT, and represent 58.62% of Ruedi Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAC, DFSD, DFLV, DFCF, DFIC, DFGP, DUSB, DFEM, DFAT, DFAR.
- Started 29 new stock positions in VLTO, CB, DFGP, EFG, DUSB, LIN, APD, GD, MDT, NATL.
- Reduced shares in these 10 stocks: DFAE, AVUS, SPY, META, ERIC, DFSV, , AVUV, AAON, WM.
- Sold out of its positions in IWS, LRGF, MA, ORA, SPEM, TYL, VIAV, WAB.
- Ruedi Wealth Management was a net buyer of stock by $20M.
- Ruedi Wealth Management has $212M in assets under management (AUM), dropping by 21.45%.
- Central Index Key (CIK): 0001940678
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Portfolio Holdings for Ruedi Wealth Management
Ruedi Wealth Management holds 245 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 30.7 | $65M | +6% | 2.2M | 29.23 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 8.2 | $18M | +12% | 412k | 42.40 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 7.6 | $16M | 430k | 37.22 |
|
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 6.5 | $14M | 267k | 51.83 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.6 | $12M | +6% | 225k | 52.33 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 5.3 | $11M | +2% | 459k | 24.42 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 4.2 | $8.9M | +6% | 258k | 34.36 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 3.5 | $7.3M | +26% | 288k | 25.53 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 3.2 | $6.8M | +74% | 144k | 47.01 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.9 | $6.1M | +7% | 102k | 59.62 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.5 | $5.3M | +12% | 108k | 49.37 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.1 | $4.5M | +29% | 181k | 24.96 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 1.9 | $4.0M | +20% | 178k | 22.74 |
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| Apple (AAPL) | 1.8 | $3.8M | 20k | 192.53 |
|
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 1.4 | $3.0M | +219% | 112k | 27.05 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 1.2 | $2.5M | -3% | 31k | 81.55 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.9 | $2.0M | +25% | 76k | 25.79 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.8 | $1.6M | 16k | 102.88 |
|
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $1.3M | +11% | 23k | 58.33 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 0.6 | $1.2M | NEW | 22k | 53.26 |
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| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.5 | $1.2M | NEW | 23k | 50.32 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.4 | $949k | +21% | 39k | 24.17 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $905k | +49% | 12k | 73.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $864k | +71% | 9.8k | 88.36 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.4 | $793k | 16k | 49.44 |
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| Home Depot (HD) | 0.4 | $791k | 2.3k | 346.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $755k | -8% | 1.6k | 475.31 |
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| Microsoft Corporation (MSFT) | 0.3 | $696k | +3% | 1.9k | 375.98 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $558k | 7.2k | 77.02 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $478k | -3% | 17k | 28.64 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.2 | $403k | -10% | 14k | 29.12 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $401k | -26% | 17k | 24.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $358k | 2.5k | 140.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $355k | -3% | 7.4k | 47.90 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.2 | $348k | 11k | 31.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $333k | 813.00 | 409.74 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $327k | 9.8k | 33.25 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $318k | +2% | 1.9k | 170.09 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $311k | 5.5k | 56.39 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $309k | 3.1k | 99.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $307k | 2.2k | 139.69 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $306k | +37% | 12k | 25.98 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $305k | 1.3k | 237.19 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $274k | -14% | 3.1k | 89.80 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $261k | 1.8k | 148.36 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $234k | 5.7k | 41.10 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $207k | 3.6k | 57.76 |
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| Union Pacific Corporation (UNP) | 0.1 | $181k | 735.00 | 245.66 |
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| Pepsi (PEP) | 0.1 | $152k | +2% | 897.00 | 169.80 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $151k | 2.9k | 51.06 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $141k | 2.0k | 72.21 |
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| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $134k | 7.0k | 19.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $130k | 363.00 | 356.66 |
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| Oracle Corporation (ORCL) | 0.1 | $123k | -22% | 1.2k | 105.46 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $121k | -32% | 19k | 6.30 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $117k | 1.2k | 97.04 |
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| McDonald's Corporation (MCD) | 0.1 | $115k | 386.00 | 296.79 |
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| Bank of America Corporation (BAC) | 0.0 | $104k | 3.1k | 33.67 |
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| Caterpillar (CAT) | 0.0 | $94k | 319.00 | 295.82 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $94k | 490.00 | 192.48 |
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| Southern Company (SO) | 0.0 | $93k | 1.3k | 70.14 |
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| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $88k | 588.00 | 149.53 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $86k | 1.0k | 86.39 |
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| First Busey Corp Com New (BUSE) | 0.0 | $79k | -3% | 3.2k | 24.82 |
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| Intel Corporation (INTC) | 0.0 | $77k | 1.5k | 50.25 |
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| Hershey Company (HSY) | 0.0 | $75k | 400.00 | 186.44 |
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| Amazon (AMZN) | 0.0 | $73k | 480.00 | 151.94 |
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| Chevron Corporation (CVX) | 0.0 | $69k | +7% | 459.00 | 149.16 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $68k | 455.00 | 149.65 |
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| Abbvie (ABBV) | 0.0 | $68k | 439.00 | 154.97 |
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| General Electric Com New (GE) | 0.0 | $65k | +703% | 506.00 | 127.63 |
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| Science App Int'l (SAIC) | 0.0 | $63k | 503.00 | 124.32 |
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| Cisco Systems (CSCO) | 0.0 | $63k | +6% | 1.2k | 50.53 |
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| Wal-Mart Stores (WMT) | 0.0 | $61k | +7% | 389.00 | 157.65 |
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| Philip Morris International (PM) | 0.0 | $61k | 650.00 | 94.08 |
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| Netflix (NFLX) | 0.0 | $57k | 116.00 | 486.88 |
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| Trane Technologies SHS (TT) | 0.0 | $54k | 221.00 | 243.90 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $53k | NEW | 965.00 | 54.90 |
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| Abbott Laboratories (ABT) | 0.0 | $52k | +10% | 475.00 | 110.10 |
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| Evergy (EVRG) | 0.0 | $52k | 1.0k | 52.20 |
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| Hormel Foods Corporation (HRL) | 0.0 | $51k | 1.6k | 32.11 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $49k | 375.00 | 130.92 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $48k | +1361% | 643.00 | 75.10 |
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| American Centy Etf Tr International Lr (AVIV) | 0.0 | $48k | 929.00 | 51.48 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $44k | 247.00 | 179.74 |
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| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $44k | 7.2k | 6.08 |
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| Brunswick Corporation (BC) | 0.0 | $42k | 433.00 | 96.75 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $36k | 654.00 | 55.67 |
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| Qualcomm (QCOM) | 0.0 | $36k | 251.00 | 144.82 |
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| PNC Financial Services (PNC) | 0.0 | $36k | 233.00 | 154.88 |
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| Boeing Company (BA) | 0.0 | $36k | 138.00 | 260.66 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $34k | 474.00 | 72.50 |
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| Merck & Co (MRK) | 0.0 | $34k | 311.00 | 109.19 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $33k | NEW | 145.00 | 224.88 |
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| Pool Corporation (POOL) | 0.0 | $32k | 80.00 | 398.71 |
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| Norfolk Southern (NSC) | 0.0 | $31k | +17% | 130.00 | 235.85 |
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| Sherwin-Williams Company (SHW) | 0.0 | $29k | -16% | 94.00 | 311.90 |
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| BP Sponsored Adr (BP) | 0.0 | $29k | 824.00 | 35.40 |
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| Johnson & Johnson (JNJ) | 0.0 | $29k | 185.00 | 156.90 |
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| Broadcom (AVGO) | 0.0 | $28k | 25.00 | 1130.00 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $28k | NEW | 286.00 | 96.85 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $27k | +66% | 253.00 | 108.21 |
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| Altria (MO) | 0.0 | $26k | 650.00 | 40.34 |
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| UnitedHealth (UNH) | 0.0 | $25k | -60% | 48.00 | 529.88 |
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| FedEx Corporation (FDX) | 0.0 | $25k | 100.00 | 252.97 |
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| Motorola Solutions Com New (MSI) | 0.0 | $25k | 79.00 | 311.42 |
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| NVIDIA Corporation (NVDA) | 0.0 | $24k | 48.00 | 495.35 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $24k | 239.00 | 99.38 |
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| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.0 | $23k | +45% | 589.00 | 39.45 |
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| Costco Wholesale Corporation (COST) | 0.0 | $23k | +21% | 34.00 | 663.00 |
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| Pfizer (PFE) | 0.0 | $21k | 723.00 | 28.79 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $19k | NEW | 371.00 | 52.10 |
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| Aaon Com Par $0.004 (AAON) | 0.0 | $18k | -71% | 238.00 | 73.87 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $18k | +22% | 400.00 | 43.85 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $17k | +971% | 225.00 | 77.32 |
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| Procter & Gamble Company (PG) | 0.0 | $17k | +27% | 119.00 | 146.03 |
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| International Business Machines (IBM) | 0.0 | $16k | 100.00 | 163.55 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $16k | 151.00 | 107.38 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $16k | NEW | 90.00 | 173.89 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $16k | +8% | 107.00 | 144.74 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $15k | 602.00 | 25.57 |
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| Ingersoll Rand (IR) | 0.0 | $15k | 195.00 | 77.34 |
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| Lennar Corp Cl A (LEN) | 0.0 | $15k | 100.00 | 149.04 |
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| Dominion Resources (D) | 0.0 | $14k | -62% | 302.00 | 47.00 |
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| First Mid Ill Bancshares (FMBH) | 0.0 | $14k | 396.00 | 34.68 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $14k | NEW | 172.00 | 79.22 |
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| Yum! Brands (YUM) | 0.0 | $14k | 104.00 | 130.48 |
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| Corning Incorporated (GLW) | 0.0 | $14k | 444.00 | 30.45 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $14k | 306.00 | 44.12 |
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| MetLife (MET) | 0.0 | $13k | 200.00 | 66.13 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $13k | 120.00 | 110.01 |
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| Meta Platforms Cl A (META) | 0.0 | $13k | -82% | 36.00 | 353.97 |
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| Coca-Cola Company (KO) | 0.0 | $13k | 216.00 | 58.98 |
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| Phillips 66 (PSX) | 0.0 | $13k | +88% | 94.00 | 133.14 |
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| Molson Coors Beverage CL B (TAP) | 0.0 | $12k | 201.00 | 61.21 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $12k | 20.00 | 596.60 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $12k | 198.00 | 59.24 |
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| ConocoPhillips (COP) | 0.0 | $12k | 100.00 | 116.07 |
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| Us Bancorp Del Com New (USB) | 0.0 | $11k | +164% | 264.00 | 43.28 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $11k | 127.00 | 89.17 |
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| Tesla Motors (TSLA) | 0.0 | $10k | 42.00 | 248.48 |
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| Dupont De Nemours (DD) | 0.0 | $10k | 133.00 | 76.93 |
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| SYSCO Corporation (SYY) | 0.0 | $9.8k | 134.00 | 73.13 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $9.5k | 44.00 | 215.11 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $9.3k | 89.00 | 104.98 |
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| Lowe's Companies (LOW) | 0.0 | $9.1k | -74% | 41.00 | 222.56 |
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| Allegion Ord Shs (ALLE) | 0.0 | $9.0k | 71.00 | 126.69 |
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| Ameren Corporation (AEE) | 0.0 | $8.6k | 119.00 | 72.15 |
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| Prudential Financial (PRU) | 0.0 | $8.5k | 82.00 | 103.71 |
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| Zoetis Cl A (ZTS) | 0.0 | $8.5k | 43.00 | 197.37 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.0 | $8.4k | -41% | 154.00 | 54.74 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $8.3k | 109.00 | 75.85 |
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| Smucker J M Com New (SJM) | 0.0 | $8.0k | 63.00 | 126.38 |
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| salesforce (CRM) | 0.0 | $7.9k | 30.00 | 263.13 |
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| Novagold Res Com New (NG) | 0.0 | $7.9k | 2.1k | 3.74 |
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| Lumentum Hldgs (LITE) | 0.0 | $7.3k | 140.00 | 52.42 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $7.3k | +3% | 64.00 | 114.17 |
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| Dow (DOW) | 0.0 | $7.3k | 133.00 | 54.84 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $7.0k | NEW | 61.00 | 114.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $6.8k | NEW | 63.00 | 108.25 |
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| Corteva (CTVA) | 0.0 | $6.4k | 133.00 | 47.92 |
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| Kraft Heinz (KHC) | 0.0 | $5.9k | 158.00 | 37.05 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $5.8k | 312.00 | 18.52 |
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| Illinois Tool Works (ITW) | 0.0 | $5.8k | NEW | 22.00 | 261.95 |
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| Linde SHS (LIN) | 0.0 | $5.8k | NEW | 14.00 | 410.71 |
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| AFLAC Incorporated (AFL) | 0.0 | $5.7k | NEW | 69.00 | 82.51 |
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| Amgen (AMGN) | 0.0 | $5.5k | NEW | 19.00 | 288.00 |
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| Diageo Spon Adr New (DEO) | 0.0 | $5.4k | 37.00 | 145.65 |
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| Hp (HPQ) | 0.0 | $5.3k | 176.00 | 30.09 |
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| Constellation Energy (CEG) | 0.0 | $4.9k | 42.00 | 116.88 |
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| FirstEnergy (FE) | 0.0 | $4.9k | 133.00 | 36.66 |
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| FactSet Research Systems (FDS) | 0.0 | $4.8k | NEW | 10.00 | 477.10 |
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| Eastman Chemical Company (EMN) | 0.0 | $4.7k | 52.00 | 89.81 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $4.7k | +20% | 47.00 | 99.21 |
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| Exelon Corporation (EXC) | 0.0 | $4.6k | 127.00 | 35.90 |
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| General Dynamics Corporation (GD) | 0.0 | $4.4k | NEW | 17.00 | 259.65 |
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| Chubb (CB) | 0.0 | $4.3k | NEW | 19.00 | 226.00 |
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| Danaher Corporation (DHR) | 0.0 | $4.2k | 18.00 | 231.33 |
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| At&t (T) | 0.0 | $4.1k | 246.00 | 16.76 |
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| BlackRock (BLK) | 0.0 | $4.1k | NEW | 5.00 | 811.80 |
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| Waste Management (WM) | 0.0 | $4.0k | -91% | 22.00 | 182.77 |
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| L3harris Technologies (LHX) | 0.0 | $4.0k | NEW | 19.00 | 210.63 |
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| Regions Financial Corporation (RF) | 0.0 | $4.0k | 206.00 | 19.36 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $4.0k | +11% | 40.00 | 99.38 |
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| CSX Corporation (CSX) | 0.0 | $3.8k | 111.00 | 34.67 |
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| Air Products & Chemicals (APD) | 0.0 | $3.6k | NEW | 13.00 | 273.77 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $3.5k | +56% | 69.00 | 50.65 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $3.5k | +111% | 74.00 | 47.16 |
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| Boston Beer Cl A (SAM) | 0.0 | $3.5k | 10.00 | 345.60 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $3.4k | 40.00 | 84.15 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $3.4k | +5500% | 56.00 | 59.91 |
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| W.W. Grainger (GWW) | 0.0 | $3.3k | NEW | 4.00 | 828.75 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.2k | 16.00 | 200.69 |
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| Emerson Electric (EMR) | 0.0 | $3.1k | NEW | 32.00 | 97.34 |
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| Medtronic SHS (MDT) | 0.0 | $3.0k | NEW | 37.00 | 82.38 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $3.0k | 176.00 | 16.98 |
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| Old Republic International Corporation (ORI) | 0.0 | $2.9k | 100.00 | 29.40 |
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| DTE Energy Company (DTE) | 0.0 | $2.9k | 26.00 | 110.27 |
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| Nextera Energy (NEE) | 0.0 | $2.9k | NEW | 47.00 | 60.74 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.0 | $2.6k | 62.00 | 42.53 |
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| CMS Energy Corporation (CMS) | 0.0 | $2.5k | NEW | 43.00 | 58.07 |
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| Farmland Partners (FPI) | 0.0 | $2.4k | 193.00 | 12.48 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $2.4k | -7% | 50.00 | 47.34 |
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| Orla Mining LTD New F (ORLA) | 0.0 | $2.3k | 715.00 | 3.25 |
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| Starbucks Corporation (SBUX) | 0.0 | $2.3k | 24.00 | 96.00 |
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| Verizon Communications (VZ) | 0.0 | $2.3k | -51% | 61.00 | 37.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $2.2k | 21.00 | 105.81 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.2k | 68.00 | 32.03 |
|
|
| American Water Works (AWK) | 0.0 | $2.1k | 16.00 | 132.00 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $2.1k | NEW | 6.00 | 350.83 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $1.9k | +2% | 70.00 | 26.53 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.9k | 100.00 | 18.54 |
|
|
| La-Z-Boy Incorporated (LZB) | 0.0 | $1.7k | 46.00 | 36.91 |
|
|
| Cracker Barrel Old Country Store (CBRL) | 0.0 | $1.7k | 22.00 | 77.14 |
|
|
| Cigna Corp (CI) | 0.0 | $1.5k | 5.00 | 299.40 |
|
|
| Paramount Global Class B Com (PARA) | 0.0 | $1.3k | 86.00 | 14.79 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $1.3k | -29% | 61.00 | 20.57 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $1.3k | 27.00 | 46.41 |
|
|
| Teradata Corporation (TDC) | 0.0 | $1.2k | 28.00 | 43.50 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $1.2k | 28.00 | 42.43 |
|
|
| Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.2k | 21.00 | 55.10 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $1.1k | +22% | 22.00 | 50.86 |
|
| Citigroup Com New (C) | 0.0 | $1.0k | 20.00 | 51.45 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.0k | 6.00 | 167.33 |
|
|
| Viatris (VTRS) | 0.0 | $812.002500 | 75.00 | 10.83 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $744.999600 | 12.00 | 62.08 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $711.999600 | 13.00 | 54.77 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $671.999600 | 29.00 | 23.17 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $671.001100 | 59.00 | 11.37 |
|
|
| Obsidian Energy (OBE) | 0.0 | $576.002500 | 85.00 | 6.78 |
|
|
| NiSource (NI) | 0.0 | $557.999400 | 21.00 | 26.57 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $493.999800 | NEW | 6.00 | 82.33 |
|
| NCR Corporation (VYX) | 0.0 | $473.001200 | 28.00 | 16.89 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $416.000000 | 20.00 | 20.80 |
|
|
| V.F. Corporation (VFC) | 0.0 | $376.000000 | 20.00 | 18.80 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $357.000300 | 9.00 | 39.67 |
|
|
| Ncr Atleos Corporation Com Shs (NATL) | 0.0 | $339.999800 | NEW | 14.00 | 24.29 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $288.000000 | -35% | 20.00 | 14.40 |
|
| Lennar Corp CL B (LEN.B) | 0.0 | $268.000000 | 2.00 | 134.00 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $248.000000 | 4.00 | 62.00 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $170.000000 | 1.00 | 170.00 |
|
|
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $69.000000 | 1.00 | 69.00 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $54.000000 | -66% | 1.00 | 54.00 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $30.000000 | NEW | 1.00 | 30.00 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Ruedi Wealth Management
SEC 13F filings are viewable for Ruedi Wealth Management going back to 2022
- 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