Ruedi Wealth Management

Ruedi Wealth Management as of March 31, 2026

Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 58 positions in its portfolio as reported in the March 2026 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 $89M 2.3M 38.86
Dimensional Etf Trust Global Core Plus (DFGP) 13.8 $54M 993k 53.99
Dimensional Etf Trust Short Duration F (DFSD) 13.5 $53M 1.1M 47.88
Dimensional Etf Trust Us Equity Market (DFUS) 4.9 $19M 270k 70.91
Dimensional Etf Trust Intl Core Equity (DFIC) 4.2 $16M 459k 35.53
Dimensional Etf Trust World Ex Us Core (DFAX) 4.1 $16M 471k 33.97
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.1 $16M 330k 48.46
Dimensional Etf Trust Internatnal Val (DFIV) 3.9 $15M 287k 52.78
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.5 $14M 217k 62.45
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $11M 303k 34.55
Dimensional Etf Trust Us Large Cap Val (DFLV) 2.4 $9.3M 260k 35.71
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $7.8M 109k 71.13
Dimensional Etf Trust Ultrashort Fixed (DUSB) 2.0 $7.7M 151k 50.71
Dimensional Etf Trust Global Real Est (DFGR) 1.3 $5.1M 191k 26.58
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $4.9M 101k 48.05
Apple (AAPL) 1.2 $4.7M 18k 253.79
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.1 $4.3M 102k 42.22
Dimensional Etf Trust Us Real Estate E (DFAR) 1.0 $4.0M 169k 23.65
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $4.0M 101k 39.44
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $4.0M 36k 111.18
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $3.8M 47k 80.61
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $2.5M 73k 35.04
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $2.4M 72k 33.67
American Centy Etf Tr Avantis All Int (AVNV) 0.6 $2.2M 29k 78.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.3M 18k 73.64
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $1.3M 16k 80.58
American Centy Etf Tr Avantis Us Small (AVSC) 0.3 $1.2M 20k 62.30
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $986k 13k 73.78
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $894k 1.4k 650.33
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $847k 9.5k 88.70
Ishares Tr Euro Investment (EUIG) 0.2 $817k 17k 49.37
Home Depot (HD) 0.2 $789k 2.4k 328.92
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $785k 16k 49.78
Alphabet Cap Stk Cl A (GOOGL) 0.2 $725k 2.5k 287.58
Microsoft Corporation (MSFT) 0.2 $724k 2.0k 370.08
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $718k 18k 41.09
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $690k 6.9k 99.86
Alphabet Cap Stk Cl C (GOOG) 0.2 $684k 2.4k 286.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $532k 9.1k 58.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $525k 8.2k 64.08
Exxon Mobil Corporation (XOM) 0.1 $488k 2.9k 169.64
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.1 $486k 6.8k 71.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $474k 6.0k 78.41
Marathon Petroleum Corp (MPC) 0.1 $462k 1.9k 244.22
JPMorgan Chase & Co. (JPM) 0.1 $439k 1.5k 294.15
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $432k 13k 33.86
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $430k 5.1k 84.84
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $390k 8.7k 45.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $375k 1.2k 320.84
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $353k 9.1k 38.96
Sprott Asset Management Physical Gold An (CEF) 0.1 $335k 7.0k 47.72
Dimensional Etf Trust International (DFSI) 0.1 $317k 7.5k 42.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $295k 5.4k 54.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $289k 501.00 577.12
Caterpillar (CAT) 0.1 $272k 384.00 708.76
Broadcom (AVGO) 0.1 $254k 819.00 309.69
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $216k 19k 11.27
Wal-Mart Stores (WMT) 0.1 $209k 1.7k 124.28