The Analysis of Ruedi Wealth Management, Inc.'s Holdings
Currently, Ruedi Wealth Management, Inc. holds 58 types of securities in its portfolio with a total value $381.6M. In the most recent quarter, they have increased their positions in DFAC (+171.3K shares, valued at $6.8M), DFGP (+74.2K shares, valued at $4.0M), DFSD (+71.7K shares, valued at $3.4M); decreased their positions in DFUS (-14.5K shares, valued at $1.1M), DFUV (-17.2K shares, valued at $802.8K), DFAT (-9.0K shares, valued at $538.7K); initiated new positions in CVS (+5.7K shares, valued at $449.3K), N/A (+819 shares, valued at $283.5K), CAT (+384 shares, valued at $220.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.3M shares7.93%2025-12-312026-02-06
DFSD DIMENSIONAL ETF TRUST1.0M shares7.39%2025-12-312026-02-06 DFGP DIMENSIONAL ETF TRUST918.9K shares8.78%2025-12-312026-02-06 DFUS DIMENSIONAL ETF TRUST261.0K shares-5.26%2025-12-312026-02-06 DFIC DIMENSIONAL ETF TRUST482.5K shares18.05%2025-12-312026-02-06 DFAX DIMENSIONAL ETF TRUST496.2K shares-1.93%2025-12-312026-02-06 DFUV DIMENSIONAL ETF TRUST333.4K shares-4.91%2025-12-312026-02-06 DFIV DIMENSIONAL ETF TRUST304.0K shares0.23%2025-12-312026-02-06 DFAT DIMENSIONAL ETF TRUST209.0K shares-4.15%2025-12-312026-02-06 DFEM DIMENSIONAL ETF TRUST309.1K shares9.65%2025-12-312026-02-06 DFLV DIMENSIONAL ETF TRUST233.8K shares3.35%2025-12-312026-02-06 DUSB DIMENSIONAL ETF TRUST156.4K shares8.82%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST103.4K shares-3.18%2025-12-312026-02-06 AAPL APPLE INC18.4K shares-1.80%2025-12-312026-02-06 BNDX VANGUARD CHARLOTTE FDS98.5K shares6.04%2025-12-312026-02-06 DFGR DIMENSIONAL ETF TRUST173.5K shares21.40%2025-12-312026-02-06 DFCF DIMENSIONAL ETF TRUST106.6K shares-1.03%2025-12-312026-02-06 DISV DIMENSIONAL ETF TRUST109.1K shares-1.32%2025-12-312026-02-06 AVUS AMERICAN CENTY ETF TR35.6K shares-1.15%2025-12-312026-02-06 DFAR DIMENSIONAL ETF TRUST165.2K shares-1.03%2025-12-312026-02-06 AVLV AMERICAN CENTY ETF TR47.2K shares1.09%2025-12-312026-02-06 DFSV DIMENSIONAL ETF TRUST72.4K shares0.45%2025-12-312026-02-06 DFIS DIMENSIONAL ETF TRUST66.8K shares1.20%2025-12-312026-02-06 AVNV AMERICAN CENTY ETF TR28.5K shares0.00%2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR16.4K shares0.00%2025-12-312026-02-06 AVSC AMERICAN CENTY ETF TR19.8K shares0.00%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS14.9K shares21.70%2025-12-312026-02-06 MSFT MICROSOFT CORP2.0K shares8.73%2025-12-312026-02-06 DFAW DIMENSIONAL ETF TRUST12.7K shares8.55%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR1.4K shares-10.08%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS9.8K shares0.61%2025-12-312026-02-06 HD HOME DEPOT INC2.4K shares1.44%2025-12-312026-02-06 ALPHABET INC ALPHABET INC2.5K shares0.52%2025-12-312026-02-06 VUSB VANGUARD BD INDEX FDS15.7K shares-2.43%2025-12-312026-02-06 ALPHABET INC ALPHABET INC2.4K shares-0.13%2025-12-312026-02-06 DFSU DIMENSIONAL ETF TRUST15.8K shares4.72%2025-12-312026-02-06 VGSH VANGUARD SCOTTSDALE FDS11.5K shares-4.64%2025-12-312026-02-06 AVDV AMERICAN CENTY ETF TR6.9K shares0.00%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS9.1K shares3.82%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS6.1K shares-5.77%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.5K shares-1.84%2025-12-312026-02-06 AVDS AMERICAN CENTY ETF TR6.8K shares0.00%2025-12-312026-02-06 DFAE DIMENSIONAL ETF TRUST14.4K shares0.23%2025-12-312026-02-06 CVS CVS HEALTH CORP5.7K sharesnew addition2025-12-312026-02-06 AVDE AMERICAN CENTY ETF TR5.1K shares0.00%2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST8.7K shares-6.06%2025-12-312026-02-06 VTI VANGUARD INDEX FDS1.1K shares0.99%2025-12-312026-02-06 DFAI DIMENSIONAL ETF TRUST9.6K shares-31.15%2025-12-312026-02-06 XOM EXXON MOBIL CORP2.9K shares0.00%2025-12-312026-02-06 DFSI DIMENSIONAL ETF TRUST7.6K shares3.04%2025-12-312026-02-06 CEF SPROTT ASSET MANAGEMENT LP7.0K shares0.00%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F5.9K shares-1.69%2025-12-312026-02-06 MPC MARATHON PETE CORP1.9K shares4.20%2025-12-312026-02-06 BROADCOM INC BROADCOM INC819 sharesnew addition2025-12-312026-02-06 CAT CATERPILLAR INC384 sharesnew addition2025-12-312026-02-06 NVDA NVIDIA CORPORATION1.1K sharesnew addition2025-12-312026-02-06 ERIC TELEFONAKTIEBOLAGET LM ERICS19.2K sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available