Ruedi Wealth Management, Inc. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$357.2B
Holdings
53
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,161,868 | $83.4B | 23.34% | |
| 2 | DFGPDIMENSIONAL ETF TRUST | 844,711 | $46.9B | 13.14% | |
| 3 | DFSDDIMENSIONAL ETF TRUST | 971,096 | $46.8B | 13.10% | |
| 4 | DFUSDIMENSIONAL ETF TRUST | 275,547 | $20.0B | 5.59% | |
| 5 | DFAXDIMENSIONAL ETF TRUST | 506,012 | $15.9B | 4.45% | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 350,596 | $15.7B | 4.39% | |
| 7 | DFIVDIMENSIONAL ETF TRUST | 303,303 | $14.0B | 3.92% | |
| 8 | DFICDIMENSIONAL ETF TRUST | 408,719 | $13.4B | 3.75% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 218,041 | $12.7B | 3.55% | |
| 10 | DFEMDIMENSIONAL ETF TRUST | 281,869 | $9.0B | 2.53% | |
| 11 | DFLVDIMENSIONAL ETF TRUST | 226,191 | $7.4B | 2.08% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 106,838 | $7.3B | 2.05% | |
| 13 | DUSBDIMENSIONAL ETF TRUST | 143,753 | $7.3B | 2.04% | |
| 14 | AAPLAPPLE INC | 18,728 | $4.8B | 1.34% | |
| 15 | DFCFDIMENSIONAL ETF TRUST | 107,686 | $4.6B | 1.29% | |
| 16 | BNDXVANGUARD CHARLOTTE FDS | 92,912 | $4.6B | 1.29% | |
| 17 | DFARDIMENSIONAL ETF TRUST | 166,944 | $4.0B | 1.11% | |
| 18 | DISVDIMENSIONAL ETF TRUST | 110,578 | $3.9B | 1.10% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 35,986 | $3.9B | 1.10% | |
| 20 | DFGRDIMENSIONAL ETF TRUST | 142,903 | $3.9B | 1.09% | |
| 21 | AVLVAMERICAN CENTY ETF TR | 46,672 | $3.4B | 0.94% | |
| 22 | DFSVDIMENSIONAL ETF TRUST | 72,094 | $2.3B | 0.64% | |
| 23 | DFISDIMENSIONAL ETF TRUST | 65,983 | $2.1B | 0.58% | |
| 24 | AVNVAMERICAN CENTY ETF TR | 28,513 | $2.0B | 0.57% | |
| 25 | AVEMAMERICAN CENTY ETF TR | 16,373 | $1.2B | 0.34% | |
| 26 | AVSCAMERICAN CENTY ETF TR | 19,825 | $1.1B | 0.32% | |
| 27 | SPYSPDR S&P 500 ETF TR | 1,528 | $1.0B | 0.29% | |
| 28 | HDHOME DEPOT INC | 2,365 | $958.4M | 0.27% | |
| 29 | MSFTMICROSOFT CORP | 1,798 | $931.3M | 0.26% | |
| 30 | BNDVANGUARD BD INDEX FDS | 12,247 | $910.8M | 0.25% | |
| 31 | VNQVANGUARD INDEX FDS | 9,716 | $888.2M | 0.25% | |
| 32 | DFAWDIMENSIONAL ETF TRUST | 11,713 | $841.7M | 0.24% | |
| 33 | VUSBVANGUARD BD INDEX FDS | 16,067 | $803.3M | 0.22% | |
| 34 | VGSHVANGUARD SCOTTSDALE FDS | 12,056 | $709.5M | 0.20% | |
| 35 | DFSUDIMENSIONAL ETF TRUST | 15,115 | $642.0M | 0.18% | |
| 36 | AVDVAMERICAN CENTY ETF TR | 6,914 | $615.6M | 0.17% | |
| 37 | GOOGLALPHABET INC | 2,509 | $610.0M | 0.17% | |
| 38 | GOOGALPHABET INC | 2,388 | $581.6M | 0.16% | |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 8,803 | $527.5M | 0.15% | |
| 40 | BSVVANGUARD BD INDEX FDS | 6,504 | $513.2M | 0.14% | |
| 41 | DFAIDIMENSIONAL ETF TRUST | 13,926 | $506.2M | 0.14% | |
| 42 | JPMJPMORGAN CHASE & CO. | 1,520 | $479.5M | 0.13% | |
| 43 | AVDSAMERICAN CENTY ETF TR | 6,766 | $457.1M | 0.13% | |
| 44 | DFAEDIMENSIONAL ETF TRUST | 14,408 | $454.3M | 0.13% | |
| 45 | DFAUDIMENSIONAL ETF TRUST | 9,208 | $421.3M | 0.12% | |
| 46 | AVDEAMERICAN CENTY ETF TR | 5,065 | $399.6M | 0.11% | |
| 47 | VTIVANGUARD INDEX FDS | 1,109 | $363.9M | 0.10% | |
| 48 | MPCMARATHON PETE CORP | 1,808 | $348.5M | 0.10% | |
| 49 | NDQINVESCO QQQ TR | 547 | $328.3M | 0.09% | |
| 50 | XOMEXXON MOBIL CORP | 2,874 | $324.0M | 0.09% | |
| 51 | VWOVANGUARD INTL EQUITY INDEX F | 5,967 | $323.3M | 0.09% | |
| 52 | DFSIDIMENSIONAL ETF TRUST | 7,367 | $301.7M | 0.08% | |
| 53 | CEF/USPROTT ASSET MANAGEMENT LP | 7,009 | $257.2M | 0.07% |