Ruedi Wealth Management, Inc. Top Holdings and 13F Report (2025) About Ruedi Wealth Management, Inc.Investment ActivityRuedi Wealth Management, Inc. has $388.28 million in total holdings as of December 31, 2024.Ruedi Wealth Management, Inc. owns shares of 58 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About 1.68% of the portfolio was sold this quarter.This quarter, Ruedi Wealth Management, Inc. has purchased 58 new stocks and bought additional shares in 21 stocks.Ruedi Wealth Management, Inc. sold shares of 22 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $88,994,630DIMENSIONAL ETF TRUST $53,614,234Dimensional Short-Duration Fixed Income ETF $52,538,854Dimensional U.S. Equity ETF $19,124,330Dimensional International Core Equity 2 ETF $16,301,610 Largest New Holdings this Quarter 46438G265 - ISHARES TR $817,089 Holding931142103 - WALMART INC $208,662 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 74,122 shares (about $4.00M)Dimensional Short-Duration Fixed Income ETF 54,458 shares (about $2.61M)Dimensional US Large Cap Value ETF 26,424 shares (about $943.60K)ISHARES TR 16,552 shares (about $817.09K)Dimensional U.S. Equity ETF 8,651 shares (about $613.44K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 43,072 shares (about $1.67M)Dimensional International Value ETF 16,597 shares (about $875.99K)Dimensional World ex U.S. Core Equity 2 ETF 24,892 shares (about $845.58K)Dimensional International Core Equity 2 ETF 23,678 shares (about $841.28K)Dimensional International Small Cap Value ETF 8,215 shares (about $324.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRuedi Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$88,994,630$1,673,778 ▼-1.8%2,290,13522.9%ETFDIMENSIONAL ETF TRUST$53,614,234$4,001,847 ▲8.1%993,04013.8%GLOBAL CORE PLUSDFSDDimensional Short-Duration Fixed Income ETF$52,538,854$2,607,448 ▲5.2%1,097,30313.5%ETFDFUSDimensional U.S. Equity ETF$19,124,330$613,442 ▲3.3%269,6994.9%ETFDFICDimensional International Core Equity 2 ETF$16,301,610$841,279 ▼-4.9%458,8134.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$16,011,916$845,581 ▼-5.0%471,3554.1%ETFDFUVDimensional US Marketwide Value ETF$15,971,523$183,324 ▼-1.1%329,5824.1%ETFDFIVDimensional International Value ETF$15,169,709$875,990 ▼-5.5%287,4143.9%ETFDFATDimensional U.S. Targeted Value ETF$13,522,541$470,935 ▲3.6%216,5343.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$10,457,888$220,394 ▼-2.1%302,6892.7%ETFDFLVDimensional US Large Cap Value ETF$9,291,528$943,601 ▲11.3%260,1942.4%ETFDFASDimensional U.S. Small Cap ETF$7,783,473$425,500 ▲5.8%109,4262.0%ETFDIMENSIONAL ETF TRUST$7,658,280$274,747 ▼-3.5%151,0212.0%ULTRASHORT FIXEDDFGRDimensional Global Real Estate ETF$5,075,866$464,830 ▲10.1%190,9661.3%ETFBNDXVanguard Total International Bond ETF$4,870,899$136,943 ▲2.9%101,3711.3%ETFAAPLApple$4,651,947$15,481 ▼-0.3%18,3301.2%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$4,292,655$207,175 ▼-4.6%101,6731.1%ETFDFARDimensional US Real Estate ETF$3,999,135$91,407 ▲2.3%169,0971.0%ETFDISVDimensional International Small Cap Value ETF$3,979,432$324,001 ▼-7.5%100,8981.0%ETFAVUSAvantis U.S. Equity ETF$3,959,087$4,225 ▲0.1%35,6101.0%ETFAVLVAvantis U.S. Large Cap Value ETF$3,792,781$10,560 ▼-0.3%47,0511.0%ETFDFSVDimensional US Small Cap Value ETF$2,540,197$2,768 ▲0.1%72,4940.7%ETFDFISDimensional International Small Cap ETF$2,405,764$157,509 ▲7.0%71,4510.6%ETFAVNVAvantis All International Markets Value ETF$2,236,2750.0%28,5130.6%ETFBNDVanguard Total Bond Market ETF$1,294,946$197,353 ▲18.0%17,5850.3%ETFAVEMAvantis Emerging Markets Equity ETF$1,274,796$44,561 ▼-3.4%15,8200.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$1,235,0980.0%19,8250.3%ETFDIMENSIONAL ETF TRUST$985,609$47,513 ▲5.1%13,3590.3%WORLD EQUITY ETFSPYSPDR S&P 500 ETF Trust$893,5510.0%1,3740.2%FinanceVNQVanguard Real Estate ETF$846,560$20,490 ▼-2.4%9,5440.2%ETFISHARES TR$817,089$817,089 ▲New Holding16,5520.2%EURO INVESTMENTHDHome Depot$789,396$329 ▲0.0%2,4000.2%Retail/WholesaleVUSBVanguard Ultra-Short Bond ETF$784,841$4,431 ▲0.6%15,7650.2%ETFGOOGLAlphabet$725,2840.0%2,5220.2%Computer and TechnologyMSFTMicrosoft$723,881$370 ▲0.1%1,9560.2%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$717,571$67,184 ▲10.3%17,4630.2%ETFAVDVAvantis International Small Cap Value ETF$690,4320.0%6,9140.2%ETFGOOGAlphabet$684,1610.0%2,3850.2%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$531,725$141,259 ▼-21.0%9,0830.1%ETFVEAVanguard FTSE Developed Markets ETF$524,873$60,747 ▼-10.4%8,1910.1%ETFXOMExxonMobil$487,5410.0%2,8740.1%EnergyAMERICAN CENTY ETF TR$486,1370.0%6,7660.1%AVANTIS INTL SMLBSVVanguard Short-Term Bond ETF$473,831$6,743 ▼-1.4%6,0430.1%ETFMPCMarathon Petroleum$462,058$1,954 ▲0.4%1,8920.1%EnergyJPMJPMorgan Chase & Co.$438,8750.0%1,4920.1%FinanceDFAEDimensional Emerging Core Equity Market ETF$431,667$57,289 ▼-11.7%12,7490.1%ETFAVDEAvantis International Equity ETF$429,625$85 ▼0.0%5,0640.1%ETFDFAUDimensional US Core Equity Market ETF$390,351$45 ▲0.0%8,6510.1%ETFVTIVanguard Total Stock Market ETF$374,741$15,400 ▲4.3%1,1680.1%ETFDFAIDimensional International Core Equity Market ETF$352,841$20,728 ▼-5.5%9,0560.1%ETFSPROTT ASSET MANAGEMENT LP$334,4690.0%7,0090.1%PHYSICAL GOLD ANDFSIDimensional International Sustainability Core 1 ETF$316,655$5,215 ▼-1.6%7,4680.1%ETFVWOVanguard FTSE Emerging Markets ETF$294,500$22,537 ▼-7.1%5,4490.1%ETFQQQInvesco QQQ$289,139$27,125 ▼-8.6%5010.1%FinanceCATCaterpillar$272,1620.0%3840.1%IndustrialsAVGOBroadcom$253,6380.0%8190.1%Computer and TechnologyERICEricsson$216,3950.0%19,2010.1%Computer and TechnologyWALMART INC$208,662$208,662 ▲New Holding1,6790.1%COMCVSCVS Health$0$449,257 ▼-100.0%00.0%MedicalNVDANVIDIA$0$206,119 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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