Ruedi Wealth Management, Inc.
CIK: 0001940678SEC EDGAR →
Portfolio Value
$381.6M
Holdings
58
As of
Q4 2025
New Positions
0
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,333,207 | $92.4M | 24.21% |
| 2 | DIMENSIONAL ETF TRUST | 1,042,845 | $50.0M | 13.10% |
| 3 | DIMENSIONAL ETF TRUST | 918,918 | $49.7M | 13.02% |
| 4 | DIMENSIONAL ETF TRUST | 261,048 | $19.4M | 5.07% |
| 5 | DIMENSIONAL ETF TRUST | 482,491 | $16.6M | 4.36% |
| 6 | DIMENSIONAL ETF TRUST | 496,247 | $16.2M | 4.26% |
| 7 | DIMENSIONAL ETF TRUST | 333,365 | $15.5M | 4.07% |
| 8 | DIMENSIONAL ETF TRUST | 304,011 | $15.2M | 3.98% |
| 9 | DIMENSIONAL ETF TRUST | 208,993 | $12.4M | 3.26% |
| 10 | DIMENSIONAL ETF TRUST | 309,068 | $10.2M | 2.68% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $370.6M | 97.1% |
| Technology | 5 | $6.6M | 1.7% |
| Communication Services | 2 | $1.5M | 0.4% |
| Consumer Cyclical | 1 | $825K | 0.2% |
| Unknown | 2 | $657K | 0.2% |
| Energy | 2 | $651K | 0.2% |
| Healthcare | 1 | $449K | 0.1% |
| Industrials | 1 | $220K | 0.1% |