Ruedi Wealth Management, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$316.8M
Holdings
333
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (333 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $74.1M |
DFSDDIMENSIONAL ETF TRUST | $41.3M |
DFGPDIMENSIONAL ETF TRUST | $39.7M |
DFUSDIMENSIONAL ETF TRUST | $18.2M |
DFUVDIMENSIONAL ETF TRUST | $14.8M |
DFATDIMENSIONAL ETF TRUST | $14.0M |
DFIVDIMENSIONAL ETF TRUST | $12.3M |
DFAXDIMENSIONAL ETF TRUST | $11.8M |
DFICDIMENSIONAL ETF TRUST | $9.9M |
DFLVDIMENSIONAL ETF TRUST | $8.8M |
DFASDIMENSIONAL ETF TRUST | $8.1M |
DFEMDIMENSIONAL ETF TRUST | $7.4M |
DFCFDIMENSIONAL ETF TRUST | $6.6M |
DUSBDIMENSIONAL ETF TRUST | $6.2M |
AAPLAPPLE INC | $5.0M |
BNDXVANGUARD CHARLOTTE FDS | $4.6M |
DFARDIMENSIONAL ETF TRUST | $3.9M |
DISVDIMENSIONAL ETF TRUST | $3.5M |
DFGRDIMENSIONAL ETF TRUST | $3.3M |
DFISDIMENSIONAL ETF TRUST | $2.0M |
AVUSAMERICAN CENTY ETF TR | $1.6M |
HDHOME DEPOT INC | $919K |
SPYSPDR S&P 500 ETF TR | $895K |
BNDVANGUARD BD INDEX FDS | $844K |
MSFTMICROSOFT CORP | $806K |
VUSBVANGUARD BD INDEX FDS | $792K |
VNQVANGUARD INDEX FDS | $754K |
VGSHVANGUARD SCOTTSDALE FDS | $752K |
DFAWDIMENSIONAL ETF TRUST | $702K |
BSVVANGUARD BD INDEX FDS | $542K |
JPMJPMORGAN CHASE & CO. | $496K |
GOOGLALPHABET INC | $475K |
DFSUDIMENSIONAL ETF TRUST | $467K |
GOOGALPHABET INC | $455K |
DFSVDIMENSIONAL ETF TRUST | $441K |
AVEMAMERICAN CENTY ETF TR | $433K |
DFAIDIMENSIONAL ETF TRUST | $425K |
DFAEDIMENSIONAL ETF TRUST | $401K |
DFAUDIMENSIONAL ETF TRUST | $394K |
VEAVANGUARD TAX-MANAGED FDS | $387K |
NDQINVESCO QQQ TR | $330K |
VTIVANGUARD INDEX FDS | $310K |
XOMEXXON MOBIL CORP | $309K |
AVUVAMERICAN CENTY ETF TR | $292K |
VWOVANGUARD INTL EQUITY INDEX F | $256K |
MPCMARATHON PETE CORP | $248K |
DFSIDIMENSIONAL ETF TRUST | $236K |
AVLVAMERICAN CENTY ETF TR | $232K |
UNPUNION PAC CORP | $168K |
PEPPEPSICO INC | $167K |
CEF/USPROTT PHYSICAL GOLD & SILVE | $167K |
AVSCAMERICAN CENTY ETF TR | $160K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $154K |
BACBANK AMERICA CORP | $153K |
CATCATERPILLAR INC | $139K |
WMTWALMART INC | $131K |
AVGOBROADCOM INC | $131K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $131K |
DUKDUKE ENERGY CORP NEW | $130K |
VTVANGUARD INTL EQUITY INDEX F | $122K |
NVDANVIDIA CORPORATION | $120K |
DFSEDIMENSIONAL ETF TRUST | $119K |
XLKSELECT SECTOR SPDR TR | $114K |
AMZNAMAZON COM INC | $110K |
SOSOUTHERN CO | $109K |
CHRWC H ROBINSON WORLDWIDE INC | $103K |
—FLEXSHARES TR | $99K |
GEGE AEROSPACE | $87K |
4I1PHILIP MORRIS INTL INC | $86K |
ADMARCHER DANIELS MIDLAND CO | $86K |
CSCOCISCO SYS INC | $86K |
ORCLORACLE CORP | $85K |
TTTRANE TECHNOLOGIES PLC | $83K |
MCDMCDONALDS CORP | $80K |
ABBVABBVIE INC | $79K |
HSYHERSHEY CO | $68K |
CVXCHEVRON CORP NEW | $66K |
IVWISHARES TR | $65K |
BXBLACKSTONE INC | $65K |
EVRGEVERGY INC | $62K |
SAICSCIENCE APPLICATIONS INTL CO | $56K |
NFLXNETFLIX INC | $56K |
VTVVANGUARD INDEX FDS | $54K |
ABTABBOTT LABS | $54K |
HRLHORMEL FOODS CORP | $50K |
PANWPALO ALTO NETWORKS INC | $50K |
AVIVAMERICAN CENTY ETF TR | $48K |
NSCNORFOLK SOUTHN CORP | $47K |
PNCPNC FINL SVCS GROUP INC | $45K |
UNHUNITEDHEALTH GROUP INC | $44K |
COSTCOSTCO WHSL CORP NEW | $43K |
GEVGE VERNOVA INC | $43K |
AJGGALLAGHER ARTHUR J & CO | $42K |
QCOMQUALCOMM INC | $42K |
VBRVANGUARD INDEX FDS | $38K |
CRMSALESFORCE INC | $38K |
ESGDISHARES TR | $37K |
JNJJOHNSON & JOHNSON | $36K |
MRKMERCK & CO INC | $35K |
AGGISHARES TR | $35K |
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