Ruedi Wealth Management, Inc. Top Holdings and 13F Report (2025) About Ruedi Wealth Management, Inc.Investment ActivityRuedi Wealth Management, Inc. has $316.79 million in total holdings as of December 31, 2024.Ruedi Wealth Management, Inc. owns shares of 333 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.53% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Ruedi Wealth Management, Inc. has purchased 343 new stocks and bought additional shares in 52 stocks.Ruedi Wealth Management, Inc. sold shares of 24 stocks and completely divested from 16 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $74,098,501Dimensional Short-Duration Fixed Income ETF $41,299,193DIMENSIONAL ETF TRUST $39,737,729Dimensional U.S. Equity ETF $18,236,138Dimensional US Marketwide Value ETF $14,787,517 Largest New Holdings this Quarter ISHARES BITCOIN TRUST ETF $10,080 HoldingBLACKROCK INC $5,126 HoldingLAM RESEARCH CORP $4,334 HoldingiShares Core S&P 500 ETF $1,177 HoldingVanguard Growth ETF $821 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 273,779 shares (about $14.46M)Dimensional Short-Duration Fixed Income ETF 283,905 shares (about $13.31M)Dimensional US Large Cap Value ETF 40,969 shares (about $1.23M)Dimensional International Value ETF 30,347 shares (about $1.08M)Dimensional U.S. Targeted Value ETF 16,702 shares (about $929.63K) Largest Sales this Quarter Dimensional Core Fixed Income ETF 81,807 shares (about $3.38M)Dimensional US Marketwide Value ETF 10,517 shares (about $430.36K)Dimensional U.S. Core Equity 2 ETF 11,976 shares (about $414.25K)Dimensional US Real Estate ETF 6,343 shares (about $147.60K)Invesco QQQ 170 shares (about $86.88K) 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$74,098,501$414,250 ▼-0.6%2,142,19423.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$41,299,193$13,309,474 ▲47.6%880,95513.0%ETFDIMENSIONAL ETF TRUST$39,737,729$14,463,747 ▲57.2%752,18112.5%GLOBAL CORE PLUSDFUSDimensional U.S. Equity ETF$18,236,138$763,916 ▲4.4%286,0575.8%ETFDFUVDimensional US Marketwide Value ETF$14,787,517$430,356 ▼-2.8%361,3764.7%ETFDFATDimensional U.S. Targeted Value ETF$13,981,979$929,635 ▲7.1%251,2034.4%ETFDFIVDimensional International Value ETF$12,317,246$1,076,712 ▲9.6%347,1603.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$11,756,911$371,657 ▲3.3%472,9253.7%ETFDFICDimensional International Core Equity 2 ETF$9,920,277$806,345 ▲8.8%383,8343.1%ETFDFLVDimensional US Large Cap Value ETF$8,805,647$1,230,300 ▲16.2%293,2282.8%ETFDFASDimensional U.S. Small Cap ETF$8,106,492$513,221 ▲6.8%124,5622.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,396,925$761,370 ▲11.5%282,4332.3%ETFDFCFDimensional Core Fixed Income ETF$6,611,269$3,376,165 ▼-33.8%160,1962.1%ETFDIMENSIONAL ETF TRUST$6,156,863$431,230 ▲7.5%121,7011.9%ULTRASHORT FIXEDAAPLApple$4,950,372$14,775 ▼-0.3%19,7681.6%Computer and TechnologyBNDXVanguard Total International Bond ETF$4,550,489$47,824 ▲1.1%92,7721.4%ETFDFARDimensional US Real Estate ETF$3,873,713$147,602 ▼-3.7%166,4681.2%ETFDISVDimensional International Small Cap Value ETF$3,497,283$436,466 ▲14.3%131,6251.1%ETFDFGRDimensional Global Real Estate ETF$3,257,627$704,878 ▲27.6%127,5501.0%ETFDFISDimensional International Small Cap ETF$2,010,034$315,362 ▲18.6%81,8580.6%ETFAVUSAvantis U.S. Equity ETF$1,593,590$6,785 ▼-0.4%16,4410.5%ETFHDHome Depot$918,610$389 ▲0.0%2,3620.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$894,630$37,521 ▼-4.0%1,5260.3%FinanceBNDVanguard Total Bond Market ETF$844,240$12,656 ▲1.5%11,7400.3%ETFMSFTMicrosoft$806,497$8,432 ▲1.1%1,9130.3%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$791,636$32,402 ▼-3.9%15,9540.2%ETFVNQVanguard Real Estate ETF$753,680$2,405 ▼-0.3%8,4610.2%ETFVGSHVanguard Short-Term Treasury Index ETF$752,469$27,811 ▼-3.6%12,9330.2%ETFDIMENSIONAL ETF TRUST$701,649$79,758 ▲12.8%11,2340.2%WORLD EQUITY ETFBSVVanguard Short-Term Bond ETF$542,132$4,327 ▲0.8%7,0160.2%ETFJPMJPMorgan Chase & Co.$495,831$9,830 ▲2.0%2,0680.2%FinanceGOOGLAlphabet$474,9670.0%2,5090.1%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$466,890$35,361 ▲8.2%12,3190.1%ETFGOOGAlphabet$454,7710.0%2,3880.1%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$441,332$2,216 ▲0.5%14,3380.1%ETFAVEMAvantis Emerging Markets Equity ETF$433,012$119,527 ▲38.1%7,3650.1%ETFDFAIDimensional International Core Equity Market ETF$424,662$4,789 ▲1.1%14,5430.1%ETFDFAEDimensional Emerging Core Equity Market ETF$400,887$13,979 ▼-3.4%15,8020.1%ETFDFAUDimensional US Core Equity Market ETF$393,969$121 ▲0.0%9,7300.1%ETFVEAVanguard FTSE Developed Markets ETF$387,326$15,541 ▲4.2%8,1000.1%ETFQQQInvesco QQQ$330,148$86,881 ▼-20.8%6460.1%FinanceVTIVanguard Total Stock Market ETF$310,422$1,449 ▼-0.5%1,0710.1%ETFXOMExxon Mobil$309,1170.0%2,8740.1%Oils/EnergyAVUVAvantis U.S. Small Cap Value ETF$292,112$1,931 ▼-0.7%3,0260.1%ETFVWOVanguard FTSE Emerging Markets ETF$255,536$5,726 ▲2.3%5,8020.1%ETFMPCMarathon Petroleum$247,977$1,534 ▲0.6%1,7780.1%Oils/EnergyDFSIDimensional International Sustainability Core 1 ETF$236,302$296 ▲0.1%7,1930.1%ETFAVLVAvantis U.S. Large Cap Value ETF$231,6920.0%3,4700.1%ETFUNPUnion Pacific$167,6390.0%7350.1%TransportationPEPPepsiCo$167,4770.0%1,1010.1%Consumer StaplesSPROTT PHYSICAL GOLD & SILVE$166,5340.0%7,0090.1%TR UNITAVSCAvantis U.S. Small Cap Equity ETF$160,1990.0%2,9470.1%ETFERICTelefonaktiebolaget LM Ericsson (publ)$154,4050.0%19,1570.0%Computer and TechnologyBACBank of America$152,6760.0%3,4740.0%FinanceCATCaterpillar$139,3580.0%3840.0%Industrial ProductsWMTWalmart$131,4680.0%1,4550.0%Retail/WholesaleAVGOBroadcom$130,8650.0%5640.0%Computer and TechnologyBRK.BBerkshire Hathaway$130,5450.0%2880.0%FinanceDUKDuke Energy$130,0420.0%1,2070.0%UtilitiesVTVanguard Total World Stock ETF$121,517$8,226 ▼-6.3%1,0340.0%ETFNVDANVIDIA$119,5390.0%8900.0%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$118,817$1,392 ▲1.2%3,5860.0%ETFXLKTechnology Select Sector SPDR Fund$113,9350.0%4900.0%ETFAMZNAmazon.com$109,695$13,163 ▲13.6%5000.0%Retail/WholesaleSOSouthern$109,4310.0%1,3290.0%UtilitiesCHRWC.H. Robinson Worldwide$103,3200.0%1,0000.0%TransportationESGGFlexShares STOXX Global ESG Select Index Fund$98,8080.0%5880.0%ETFGEGeneral Electric$87,2310.0%5230.0%TransportationPMPhilip Morris International$86,4110.0%7180.0%Consumer StaplesADMArcher-Daniels-Midland$86,223$12,426 ▼-12.6%1,7070.0%Consumer StaplesCSCOCisco Systems$86,1430.0%1,4550.0%Computer and TechnologyORCLOracle$84,934$167 ▲0.2%5100.0%Computer and TechnologyTTTrane Technologies$83,4730.0%2260.0%ConstructionMCDMcDonald's$80,0590.0%2760.0%Retail/WholesaleABBVAbbVie$79,056$355 ▲0.5%4450.0%MedicalHSYHershey$67,7400.0%4000.0%Consumer StaplesCVXChevron$66,4820.0%4590.0%Oils/EnergyIVWiShares S&P 500 Growth ETF$65,2840.0%6430.0%ETFBXBlackstone$64,6580.0%3750.0%FinanceEVERGY INC$61,5500.0%1,0000.0%COMSAICScience Applications International$56,2250.0%5030.0%Computer and TechnologyNFLXNetflix$56,1530.0%630.0%Consumer DiscretionaryVTVVanguard Value ETF$54,1360.0%3200.0%ETFABTAbbott Laboratories$54,084$113 ▲0.2%4780.0%MedicalHRLHormel Foods$50,1920.0%1,6000.0%Consumer StaplesPANWPalo Alto Networks$49,857$24,929 ▲100.0%2740.0%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$48,2150.0%9290.0%ETFNSCNorfolk Southern$46,8720.0%2000.0%TransportationPNCThe PNC Financial Services Group$44,9430.0%2330.0%FinanceUNHUnitedHealth Group$44,2550.0%870.0%MedicalCOSTCostco Wholesale$43,2550.0%470.0%Retail/WholesaleGE VERNOVA INC$42,7610.0%1300.0%COMAJGArthur J. Gallagher & Co.$41,7260.0%1470.0%FinanceQCOMQUALCOMM$41,6820.0%2710.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$38,287$198 ▼-0.5%1930.0%ETFCRMSalesforce$37,7790.0%1130.0%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$36,513$1,902 ▲5.5%4800.0%ManufacturingJNJJohnson & Johnson$35,8450.0%2480.0%MedicalMRKMerck & Co., Inc.$35,2640.0%3540.0%MedicalAGGiShares Core U.S. Aggregate Bond ETF$35,173$1,163 ▲3.4%3630.0%FinanceShowing 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. 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