Ruedi Wealth Management, Inc. Top Holdings and 13F Report (2025) About Ruedi Wealth Management, Inc.Investment ActivityRuedi Wealth Management, Inc. has $319.56 million in total holdings as of December 31, 2024.Ruedi Wealth Management, Inc. owns shares of 332 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Ruedi Wealth Management, Inc. has purchased 333 new stocks and bought additional shares in 51 stocks.Ruedi Wealth Management, Inc. sold shares of 28 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $70,242,834Dimensional Short-Duration Fixed Income ETF $42,386,479DIMENSIONAL ETF TRUST $42,010,059Dimensional U.S. Equity ETF $17,472,831Dimensional US Marketwide Value ETF $14,615,933 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $1,592,139 Holding921909768 - Vanguard Total International Stock ETF $151,824 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $6,405 Holding23325P104 - DNP Select Income Fund $1,474 Holding46434V282 - iShares U.S. Equity Factor ETF $897 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 34,082 shares (about $1.82M)Vanguard S&P 500 ETF 3,098 shares (about $1.59M)Vanguard Total Stock Market ETF 3,652 shares (about $1.00M)Dimensional US Large Cap Value ETF 26,549 shares (about $811.60K)Dimensional Short-Duration Fixed Income ETF 11,016 shares (about $523.48K) Largest Sales this Quarter Dimensional Core Fixed Income ETF 18,722 shares (about $787.45K)Dimensional U.S. Core Equity 2 ETF 12,978 shares (about $428.14K)Avantis U.S. Equity ETF 3,388 shares (about $312.97K)Vanguard Total International Bond ETF 6,067 shares (about $296.19K)Dimensional US Marketwide Value ETF 6,706 shares (about $276.35K) 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$70,242,834$428,144 ▼-0.6%2,129,21622.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$42,386,479$523,481 ▲1.3%891,97113.3%ETFDIMENSIONAL ETF TRUST$42,010,059$1,821,002 ▲4.5%786,26313.1%GLOBAL CORE PLUSDFUSDimensional U.S. Equity ETF$17,472,831$172,126 ▲1.0%288,9035.5%ETFDFUVDimensional US Marketwide Value ETF$14,615,933$276,354 ▼-1.9%354,6704.6%ETFDFIVDimensional International Value ETF$14,042,855$378,643 ▲2.8%356,7804.4%ETFDFATDimensional U.S. Targeted Value ETF$13,098,266$163,841 ▲1.3%254,3854.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$12,128,890$261,738 ▼-2.1%462,9353.8%ETFDFICDimensional International Core Equity 2 ETF$10,881,961$222,882 ▲2.1%391,8603.4%ETFDFLVDimensional US Large Cap Value ETF$9,775,595$811,604 ▲9.1%319,7773.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,674,252$201,070 ▲2.7%290,0322.4%ETFDFASDimensional U.S. Small Cap ETF$7,331,037$111,553 ▼-1.5%122,6952.3%ETFDIMENSIONAL ETF TRUST$6,241,993$68,080 ▲1.1%123,0432.0%ULTRASHORT FIXEDDFCFDimensional Core Fixed Income ETF$5,950,409$787,449 ▼-11.7%141,4741.9%ETFAAPLApple$4,284,230$106,845 ▼-2.4%19,2871.3%Computer and TechnologyDFARDimensional US Real Estate ETF$4,244,299$287,355 ▲7.3%178,5571.3%ETFBNDXVanguard Total International Bond ETF$4,232,940$296,191 ▼-6.5%86,7051.3%ETFDISVDimensional International Small Cap Value ETF$3,938,353$105,443 ▲2.8%135,2461.2%ETFDFGRDimensional Global Real Estate ETF$3,312,752$36,711 ▼-1.1%126,1521.0%ETFDFISDimensional International Small Cap ETF$2,131,755$16,538 ▲0.8%82,4980.7%ETFVOOVanguard S&P 500 ETF$1,592,139$1,592,139 ▲New Holding3,0980.5%ETFVTIVanguard Total Stock Market ETF$1,298,073$1,003,719 ▲341.0%4,7230.4%ETFAVUSAvantis U.S. Equity ETF$1,205,802$312,975 ▼-20.6%13,0530.4%ETFBNDVanguard Total Bond Market ETF$1,012,094$149,768 ▲17.4%13,7790.3%ETFDIMENSIONAL ETF TRUST$868,093$179,673 ▲26.1%14,1660.3%WORLD EQUITY ETFHDHome Depot$865,914$366 ▲0.0%2,3630.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$854,251$559 ▲0.1%1,5270.3%FinanceVUSBVanguard Ultra-Short Bond ETF$801,783$6,382 ▲0.8%16,0820.3%ETFVNQVanguard Real Estate ETF$746,530$19,557 ▼-2.6%8,2450.2%ETFVGSHVanguard Short-Term Treasury Index ETF$729,750$29,286 ▼-3.9%12,4340.2%ETFMSFTMicrosoft$718,342$375 ▲0.1%1,9140.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$526,796$22,387 ▼-4.1%6,7300.2%ETFAVEMAvantis Emerging Markets Equity ETF$514,079$70,939 ▲16.0%8,5440.2%ETFJPMJPMorgan Chase & Co.$507,440$245 ▲0.0%2,0690.2%FinanceDFSUDimensional US Sustainability Core 1 ETF$489,415$48,272 ▲10.9%13,6670.2%ETFDFAIDimensional International Core Equity Market ETF$446,621$7,558 ▼-1.7%14,3010.1%ETFVEAVanguard FTSE Developed Markets ETF$444,151$32,429 ▲7.9%8,7380.1%ETFDFSVDimensional US Small Cap Value ETF$404,797$1,182 ▲0.3%14,3800.1%ETFDFAEDimensional Emerging Core Equity Market ETF$395,475$13,644 ▼-3.3%15,2750.1%ETFGOOGLAlphabet$388,0020.0%2,5090.1%Computer and TechnologyGOOGAlphabet$373,0770.0%2,3880.1%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$363,708$10,302 ▼-2.8%9,4620.1%ETFXOMExxon Mobil$341,7610.0%2,8740.1%EnergyVWOVanguard FTSE Emerging Markets ETF$269,762$7,151 ▲2.7%5,9600.1%ETFMPCMarathon Petroleum$260,681$1,603 ▲0.6%1,7890.1%EnergyDFSIDimensional International Sustainability Core 1 ETF$252,923$1,954 ▲0.8%7,2490.1%ETFQQQInvesco QQQ$236,831$66,125 ▼-21.8%5050.1%FinanceAVUVAvantis U.S. Small Cap Value ETF$212,650$51,179 ▼-19.4%2,4390.1%ETFSPROTT PHYSICAL GOLD & SILVE$199,1260.0%7,0090.1%TR UNITUNPUnion Pacific$173,6670.0%7350.1%TransportationPEPPepsiCo$165,972$900 ▲0.5%1,1070.1%Consumer StaplesBRK.BBerkshire Hathaway$153,3830.0%2880.0%FinanceVXUSVanguard Total International Stock ETF$151,824$151,824 ▲New Holding2,4450.0%ETFERICTelefonaktiebolaget LM Ericsson (publ)$148,6580.0%19,1570.0%Computer and TechnologyDUKDuke Energy$147,2180.0%1,2070.0%UtilitiesBACBank of America$144,9640.0%3,4740.0%FinanceWMTWalmart$127,873$176 ▲0.1%1,4570.0%Retail/WholesaleCATCaterpillar$126,6960.0%3840.0%IndustrialsDFSEDimensional Emerging Markets Sustainability Core 1 ETF$122,407$1,617 ▲1.3%3,6340.0%ETFSOSouthern$122,2320.0%1,3290.0%UtilitiesVTVanguard Total World Stock ETF$120,608$696 ▲0.6%1,0400.0%ETFAVLVAvantis U.S. Large Cap Value ETF$117,965$108,314 ▼-47.9%1,8090.0%ETFAVSCAvantis U.S. Small Cap Equity ETF$116,789$25,846 ▼-18.1%2,4130.0%ETFPMPhilip Morris International$113,9680.0%7180.0%Consumer StaplesGEGE Aerospace$104,6780.0%5230.0%IndustrialsCHRWC.H. Robinson Worldwide$102,4000.0%1,0000.0%TransportationXLKTechnology Select Sector SPDR Fund$101,1750.0%4900.0%ETFESGGFlexShares STOXX Global ESG Select Index Fund$99,8280.0%5880.0%ETFNVDANVIDIA$96,4750.0%8900.0%Computer and TechnologyAVGOBroadcom$94,5080.0%5640.0%Computer and TechnologyABBVAbbVie$93,511$210 ▲0.2%4460.0%MedicalAMZNAmazon.com$89,232$5,898 ▼-6.2%4690.0%Retail/WholesaleMCDMcDonald's$86,407$312 ▲0.4%2770.0%Retail/WholesaleADMArcher-Daniels-Midland$82,009$48 ▲0.1%1,7080.0%Consumer StaplesCVXChevron$76,7860.0%4590.0%EnergyTTTrane Technologies$76,1440.0%2260.0%ConstructionORCLOracle$71,376$140 ▲0.2%5110.0%Computer and TechnologyCSCOCisco Systems$71,283$18,515 ▼-20.6%1,1550.0%Computer and TechnologyEVERGY INC$68,9500.0%1,0000.0%COMHSYHershey$68,4120.0%4000.0%Consumer StaplesABTAbbott Laboratories$63,519$133 ▲0.2%4790.0%MedicalIVWiShares S&P 500 Growth ETF$59,6900.0%6430.0%ETFNFLXNetflix$58,7490.0%630.0%Consumer DiscretionarySAICScience Applications International$56,4720.0%5030.0%Computer and TechnologyVTVVanguard Value ETF$55,3230.0%3200.0%ETFAVIVAvantis International Large Cap Value ETF$52,6560.0%9290.0%ETFAJGArthur J. Gallagher & Co.$50,7500.0%1470.0%FinanceHRLHormel Foods$49,5040.0%1,6000.0%Consumer StaplesNSCNorfolk Southern$47,3010.0%2000.0%TransportationPANWPalo Alto Networks$46,7550.0%2740.0%Computer and TechnologyUNHUnitedHealth Group$45,8200.0%870.0%MedicalCOSTCostco Wholesale$44,6480.0%470.0%Retail/WholesaleQCOMQUALCOMM$41,6790.0%2710.0%Computer and TechnologyJNJJohnson & Johnson$41,1390.0%2480.0%MedicalPNCThe PNC Financial Services Group$40,9630.0%2330.0%FinanceGE VERNOVA INC$39,6860.0%1300.0%COMMOAltria Group$39,0130.0%6500.0%Consumer StaplesESGDiShares ESG Aware MSCI EAFE ETF$38,829$409 ▼-1.0%4750.0%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$38,658$2,768 ▲7.7%3910.0%FinanceVBRVanguard Small-Cap Value ETF$36,097$186 ▲0.5%1940.0%ETFShowing largest 100 holdings. View all holdings. 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