Ruedi Wealth Management

Ruedi Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 58 positions in its portfolio as reported in the December 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) 24.2 $92M 2.3M 39.59
Dimensional Etf Trust Short Duration F (DFSD) 13.1 $50M 1.0M 47.95
Dimensional Etf Trust Global Core Plus (DFGP) 13.0 $50M 919k 54.07
Dimensional Etf Trust Us Equity Market (DFUS) 5.1 $19M 261k 74.17
Dimensional Etf Trust Intl Core Equity (DFIC) 4.4 $17M 483k 34.46
Dimensional Etf Trust World Ex Us Core (DFAX) 4.3 $16M 496k 32.73
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.1 $16M 333k 46.59
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $15M 304k 49.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.3 $12M 209k 59.54
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $10M 309k 33.08
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.1 $8.0M 234k 34.21
Dimensional Etf Trust Ultrashort Fixed (DUSB) 2.1 $7.9M 156k 50.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $7.2M 103k 69.67
Apple (AAPL) 1.3 $5.0M 18k 271.86
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.2 $4.8M 99k 48.32
Dimensional Etf Trust Global Real Est (DFGR) 1.2 $4.6M 174k 26.42
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.2 $4.5M 107k 42.56
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $4.1M 109k 38.00
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $4.0M 36k 111.78
Dimensional Etf Trust Us Real Estate E (DFAR) 1.0 $3.8M 165k 22.90
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.9 $3.6M 47k 75.77
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.6 $2.4M 72k 32.89
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $2.2M 67k 32.94
American Centy Etf Tr Avantis All Int (AVNV) 0.6 $2.1M 29k 74.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $1.3M 16k 77.02
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $1.2M 20k 58.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.1M 15k 74.07
Microsoft Corporation (MSFT) 0.2 $946k 2.0k 483.68
Dimensional Etf Trust World Equity Etf (DFAW) 0.2 $941k 13k 73.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $937k 1.4k 681.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $865k 9.8k 88.49
Home Depot (HD) 0.2 $825k 2.4k 344.04
Alphabet Cap Stk Cl A (GOOGL) 0.2 $789k 2.5k 313.02
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $781k 16k 49.84
Alphabet Cap Stk Cl C (GOOG) 0.2 $748k 2.4k 313.80
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $687k 16k 43.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $675k 12k 58.73
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $650k 6.9k 93.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $571k 9.1k 62.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $483k 6.1k 78.81
JPMorgan Chase & Co. (JPM) 0.1 $481k 1.5k 322.12
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.1 $472k 6.8k 69.81
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $470k 14k 32.57
CVS Caremark Corporation (CVS) 0.1 $449k 5.7k 79.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $417k 5.1k 82.32
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $405k 8.7k 46.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $376k 1.1k 335.29
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $365k 9.6k 38.11
Exxon Mobil Corporation (XOM) 0.1 $346k 2.9k 120.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $336k 548.00 613.81
Dimensional Etf Trust International (DFSI) 0.1 $325k 7.6k 42.84
Sprott Asset Management Physical Gold An (CEF) 0.1 $321k 7.0k 45.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $315k 5.9k 53.76
Marathon Petroleum Corp (MPC) 0.1 $306k 1.9k 162.62
Broadcom (AVGO) 0.1 $284k 819.00 346.14
Caterpillar (CAT) 0.1 $220k 384.00 573.11
NVIDIA Corporation (NVDA) 0.1 $206k 1.1k 186.53
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $185k 19k 9.65