Ruedi Wealth Management

Ruedi Wealth Management as of June 30, 2025

Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 55 positions in its portfolio as reported in the June 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) 22.9 $77M 2.2M 35.84
Dimensional Etf Trust Global Core Plus (DFGP) 13.3 $45M 821k 54.49
Dimensional Etf Trust Short Duration F (DFSD) 13.2 $45M 930k 48.01
Dimensional Etf Trust Us Equity Market (DFUS) 5.6 $19M 280k 67.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.4 $15M 353k 42.28
Dimensional Etf Trust World Ex Us Core (DFAX) 4.4 $15M 507k 29.37
Dimensional Etf Trust Internatnal Val (DFIV) 3.9 $13M 305k 42.83
Dimensional Etf Trust Intl Core Equity (DFIC) 3.5 $12M 382k 31.09
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.5 $12M 217k 53.96
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.4 $8.0M 269k 29.68
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.1 $7.0M 226k 31.02
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $6.8M 107k 63.71
Dimensional Etf Trust Ultrashort Fixed (DUSB) 1.9 $6.4M 125k 50.75
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.5 $5.1M 122k 42.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $4.6M 94k 49.51
Dimensional Etf Trust Us Real Estate E (DFAR) 1.2 $3.9M 166k 23.46
Apple (AAPL) 1.1 $3.9M 19k 205.17
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $3.7M 113k 32.91
American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $3.6M 36k 100.82
Dimensional Etf Trust Global Real Est (DFGR) 1.1 $3.6M 134k 26.83
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.9 $3.1M 45k 68.21
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.0M 68k 29.43
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $2.0M 66k 29.84
American Centy Etf Tr Avantis All Int (AVNV) 0.6 $1.9M 29k 65.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 3.1k 567.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.6M 5.2k 303.94
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $1.1M 16k 68.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.0M 14k 73.63
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $1.0M 20k 51.57
Microsoft Corporation (MSFT) 0.3 $952k 1.9k 497.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $944k 1.5k 617.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $889k 10k 89.06
Home Depot (HD) 0.3 $867k 2.4k 366.64
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $824k 12k 67.08
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $812k 16k 49.87
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $722k 12k 58.78
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $548k 6.9k 79.28
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $541k 14k 39.25
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $524k 6.7k 78.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $497k 8.7k 57.01
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $482k 14k 34.57
Alphabet Cap Stk Cl A (GOOGL) 0.1 $442k 2.5k 176.23
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $428k 15k 28.95
Alphabet Cap Stk Cl C (GOOG) 0.1 $424k 2.4k 177.39
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.1 $421k 6.8k 62.21
JPMorgan Chase & Co. (JPM) 0.1 $409k 1.4k 289.89
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $401k 9.5k 42.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $375k 5.1k 74.01
Exxon Mobil Corporation (XOM) 0.1 $310k 2.9k 107.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $302k 547.00 551.15
Marathon Petroleum Corp (MPC) 0.1 $299k 1.8k 166.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $294k 5.9k 49.46
Dimensional Etf Trust International (DFSI) 0.1 $289k 7.3k 39.41
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $211k 7.0k 30.10
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $163k 19k 8.48