Ruedi Wealth Management

Ruedi Wealth Management as of June 30, 2026

Portfolio Holdings for Ruedi Wealth Management

Ruedi Wealth Management holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 23.9 $102M 2.3M 44.36
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 13.5 $57M 1.1M 54.46
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 12.8 $55M 1.1M 47.75
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 5.1 $22M 263k 81.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.2 $18M 326k 55.01
Dimensional Etf Trust Intl Core Equity (DFIC) 4.2 $18M 477k 37.26
Dimensional Etf Trust World Ex Us Core (DFAX) 4.0 $17M 466k 36.84
Dimensional Etf Trust Internatnal Val (DFIV) 3.6 $15M 280k 54.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.5 $15M 213k 69.90
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.9 $12M 302k 40.64
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 2.4 $10M 255k 39.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.1 $9.0M 109k 82.34
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 2.0 $8.3M 164k 50.78
Dimensional Etf Trust Global Real Est (DFGR) 1.4 $5.8M 200k 28.97
Apple (AAPL) 1.2 $5.3M 18k 289.36
American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $4.5M 35k 128.08
Dimensional Etf Trust Us Real Esta Etf (DFAR) 1.1 $4.5M 173k 26.16
Dimensional Etf Trust Core Fixe In Etf (DFCF) 1.0 $4.3M 102k 42.21
American Centy Etf Tr Us Large Cap Vlu (AVLV) 1.0 $4.3M 47k 91.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $4.2M 86k 48.43
Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $4.1M 102k 40.13
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.7 $2.8M 73k 38.79
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.6 $2.6M 73k 35.03
American Centy Etf Tr Avantis All Int (AVNV) 0.6 $2.4M 29k 82.54
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $2.3M 28k 82.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $1.5M 16k 96.49
American Centy Etf Tr Avan Us Smal Etf (AVSC) 0.3 $1.5M 20k 73.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.4M 19k 73.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.0M 1.4k 746.82
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $924k 9.6k 96.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $901k 2.5k 357.40
Alphabet Cap Stk Cl C (GOOG) 0.2 $853k 2.4k 353.33
Ishares Tr Euro Investment (EUIG) 0.2 $853k 17k 50.30
Home Depot (HD) 0.2 $847k 2.4k 352.64
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $784k 17k 46.63
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $713k 6.9k 103.05
Microsoft Corporation (MSFT) 0.2 $704k 1.9k 372.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $579k 8.1k 71.25
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $511k 10k 49.78
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.1 $509k 6.8k 75.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $496k 8.5k 58.20
JPMorgan Chase & Co. (JPM) 0.1 $489k 1.5k 327.42
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $489k 12k 40.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $452k 5.8k 77.90
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $447k 8.6k 51.69
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $439k 4.9k 89.20
Marathon Petroleum Corp (MPC) 0.1 $438k 1.7k 255.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $431k 1.2k 369.90
Caterpillar (CAT) 0.1 $409k 384.00 1065.35
Exxon Mobil Corporation (XOM) 0.1 $393k 2.9k 136.70
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $380k 9.2k 41.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $369k 501.00 736.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $352k 5.9k 59.69
Dimensional Etf Trust International (DFSI) 0.1 $345k 7.6k 45.10
Broadcom (AVGO) 0.1 $310k 820.00 377.65
Sprott Asset Management Physical Gold An (CEF) 0.1 $282k 7.0k 40.23
Ishares Tr Core S&p500 Etf (IVV) 0.1 $276k 368.00 748.91
NVIDIA Corporation (NVDA) 0.1 $249k 1.2k 200.04
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.1 $214k 19k 11.15
Intel Corporation (INTC) 0.1 $213k 1.5k 139.63
Union Pacific Corporation (UNP) 0.0 $207k 759.00 272.05
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.0 $201k 4.1k 48.88