Ruedi Wealth Management

Ruedi Wealth Management as of Sept. 30, 2025

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