Filer Name: RUEDI WEALTH MANAGEMENT, INC.
CIK: 1940678
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 333
Portfolio Value: $0.32B

Ruedi Wealth Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 2,142,194 $74M 23.39% -0.6% -
DFSD US DIMENSIONAL SHORT DURATION 880,955 $41M 13.04% 47.6% -
DFGP US DIM GLOBAL CP FIXED INCOME 752,181 $40M 12.54% 57.2% -
DFUS US DIMENSIONAL US EQ MKT ETF 286,057 $18M 5.76% 4.4% -
DFUV US DIMENSIONAL US MARKETWIDE VA 361,376 $15M 4.67% -2.8% -
DFAT US DIMENSIONAL US TARGET VALUE 251,203 $14M 4.41% 7.1% -
DFIV US DIMENSIONAL INTERNATIONAL VA 347,160 $12M 3.89% 9.6% -
DFAX US DIMENSIONAL WORLD EX US CORE 472,925 $12M 3.71% 3.3% -
DFIC US DIMENSIONAL INTERNATIONAL CO 383,834 $10M 3.13% 8.8% -
DFLV US DIM US LARGE CAP VALUE ETF 293,228 $9M 2.78% 16.2% -
DFAS US DIMENSIONAL US SMALL CAP ETF 124,562 $8M 2.56% 6.8% -
DFEM US DIMENSIONAL EMERGING MARKETS 282,433 $7M 2.33% 11.5% -
DFCF US DIMENSIONAL CORE FIXED INC 160,196 $7M 2.09% -33.8% -
DUSB US DIMENSION ULTRASHORT FI ETF 121,701 $6M 1.94% 7.5% -
AAPL US APPLE INC 19,768 $5M 1.56% -0.3% -
BNDX US VANGUARD TOTAL INTL BOND ETF 92,772 $5M 1.44% 1.1% -
DFAR US DIMENSIONAL US REAL EST ETF 166,468 $4M 1.22% -3.7% -
DISV US DIMENSIONAL INTERNATIONAL SM 131,625 $3M 1.10% 14.3% -
DFGR US DIM GLOBAL REAL ESTATE ETF 127,550 $3M 1.03% 27.6% -
DFIS US DIMENSIONAL INTERNATIONAL SM 81,858 $2M 0.63% 18.6% -
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