Ruedi Wealth Management, Inc. Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$319.6B
Holdings
332
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (332 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,129,216 | $70.2B | 21.98% | |
| 2 | DFSDDIMENSIONAL ETF TRUST | 891,971 | $42.4B | 13.26% | |
| 3 | DFGPDIMENSIONAL ETF TRUST | 786,263 | $42.0B | 13.15% | |
| 4 | DFUSDIMENSIONAL ETF TRUST | 288,903 | $17.5B | 5.47% | |
| 5 | DFUVDIMENSIONAL ETF TRUST | 354,670 | $14.6B | 4.57% | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 356,780 | $14.0B | 4.39% | |
| 7 | DFATDIMENSIONAL ETF TRUST | 254,385 | $13.1B | 4.10% | |
| 8 | DFAXDIMENSIONAL ETF TRUST | 462,935 | $12.1B | 3.80% | |
| 9 | DFICDIMENSIONAL ETF TRUST | 391,860 | $10.9B | 3.41% | |
| 10 | DFLVDIMENSIONAL ETF TRUST | 319,777 | $9.8B | 3.06% | |
| 11 | DFEMDIMENSIONAL ETF TRUST | 290,032 | $7.7B | 2.40% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 122,695 | $7.3B | 2.29% | |
| 13 | DUSBDIMENSIONAL ETF TRUST | 123,043 | $6.2B | 1.95% | |
| 14 | DFCFDIMENSIONAL ETF TRUST | 141,474 | $6.0B | 1.86% | |
| 15 | AAPLAPPLE INC | 19,287 | $4.3B | 1.34% | |
| 16 | DFARDIMENSIONAL ETF TRUST | 178,557 | $4.2B | 1.33% | |
| 17 | BNDXVANGUARD CHARLOTTE FDS | 86,705 | $4.2B | 1.32% | |
| 18 | DISVDIMENSIONAL ETF TRUST | 135,246 | $3.9B | 1.23% | |
| 19 | DFGRDIMENSIONAL ETF TRUST | 126,152 | $3.3B | 1.04% | |
| 20 | DFISDIMENSIONAL ETF TRUST | 82,498 | $2.1B | 0.67% | |
| 21 | VOOVANGUARD INDEX FDS | 3,098 | $1.6B | 0.50% | |
| 22 | VTIVANGUARD INDEX FDS | 4,723 | $1.3B | 0.41% | |
| 23 | AVUSAMERICAN CENTY ETF TR | 13,053 | $1.2B | 0.38% | |
| 24 | BNDVANGUARD BD INDEX FDS | 13,779 | $1.0B | 0.32% | |
| 25 | DFAWDIMENSIONAL ETF TRUST | 14,166 | $868.1M | 0.27% | |
| 26 | HDHOME DEPOT INC | 2,363 | $865.9M | 0.27% | |
| 27 | SPYSPDR S&P 500 ETF TR | 1,527 | $854.3M | 0.27% | |
| 28 | VUSBVANGUARD BD INDEX FDS | 16,082 | $801.8M | 0.25% | |
| 29 | VNQVANGUARD INDEX FDS | 8,245 | $746.5M | 0.23% | |
| 30 | VGSHVANGUARD SCOTTSDALE FDS | 12,434 | $729.8M | 0.23% | |
| 31 | MSFTMICROSOFT CORP | 1,914 | $718.3M | 0.22% | |
| 32 | BSVVANGUARD BD INDEX FDS | 6,730 | $526.8M | 0.16% | |
| 33 | AVEMAMERICAN CENTY ETF TR | 8,544 | $514.1M | 0.16% | |
| 34 | JPMJPMORGAN CHASE & CO. | 2,069 | $507.4M | 0.16% | |
| 35 | DFSUDIMENSIONAL ETF TRUST | 13,667 | $489.4M | 0.15% | |
| 36 | DFAIDIMENSIONAL ETF TRUST | 14,301 | $446.6M | 0.14% | |
| 37 | VEAVANGUARD TAX-MANAGED FDS | 8,738 | $444.2M | 0.14% | |
| 38 | DFSVDIMENSIONAL ETF TRUST | 14,380 | $404.8M | 0.13% | |
| 39 | DFAEDIMENSIONAL ETF TRUST | 15,275 | $395.5M | 0.12% | |
| 40 | GOOGLALPHABET INC | 2,509 | $388.0M | 0.12% | |
| 41 | GOOGALPHABET INC | 2,388 | $373.1M | 0.12% | |
| 42 | DFAUDIMENSIONAL ETF TRUST | 9,462 | $363.7M | 0.11% | |
| 43 | XOMEXXON MOBIL CORP | 2,874 | $341.8M | 0.11% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 5,960 | $269.8M | 0.08% | |
| 45 | MPCMARATHON PETE CORP | 1,789 | $260.7M | 0.08% | |
| 46 | DFSIDIMENSIONAL ETF TRUST | 7,249 | $252.9M | 0.08% | |
| 47 | NDQINVESCO QQQ TR | 505 | $236.8M | 0.07% | |
| 48 | AVUVAMERICAN CENTY ETF TR | 2,439 | $212.7M | 0.07% | |
| 49 | CEF/USPROTT PHYSICAL GOLD & SILVE | 7,009 | $199.1M | 0.06% | |
| 50 | UNPUNION PAC CORP | 735 | $173.7M | 0.05% | |
| 51 | PEPPEPSICO INC | 1,107 | $166.0M | 0.05% | |
| 52 | BRK/BBERKSHIRE HATHAWAY INC DEL | 288 | $153.4M | 0.05% | |
| 53 | VXUSVANGUARD STAR FDS | 2,445 | $151.8M | 0.05% | |
| 54 | ERICTELEFONAKTIEBOLAGET LM ERICS | 19,157 | $148.7M | 0.05% | |
| 55 | DUKDUKE ENERGY CORP NEW | 1,207 | $147.2M | 0.05% | |
| 56 | BACBANK AMERICA CORP | 3,474 | $145.0M | 0.05% | |
| 57 | WMTWALMART INC | 1,457 | $127.9M | 0.04% | |
| 58 | CATCATERPILLAR INC | 384 | $126.7M | 0.04% | |
| 59 | DFSEDIMENSIONAL ETF TRUST | 3,634 | $122.4M | 0.04% | |
| 60 | SOSOUTHERN CO | 1,329 | $122.2M | 0.04% | |
| 61 | VTVANGUARD INTL EQUITY INDEX F | 1,040 | $120.6M | 0.04% | |
| 62 | AVLVAMERICAN CENTY ETF TR | 1,809 | $118.0M | 0.04% | |
| 63 | AVSCAMERICAN CENTY ETF TR | 2,413 | $116.8M | 0.04% | |
| 64 | 4I1PHILIP MORRIS INTL INC | 718 | $114.0M | 0.04% | |
| 65 | GEGE AEROSPACE | 523 | $104.7M | 0.03% | |
| 66 | CHRWC H ROBINSON WORLDWIDE INC | 1,000 | $102.4M | 0.03% | |
| 67 | XLKSELECT SECTOR SPDR TR | 490 | $101.2M | 0.03% | |
| 68 | —FLEXSHARES TR | 588 | $99.8M | 0.03% | |
| 69 | NVDANVIDIA CORPORATION | 890 | $96.5M | 0.03% | |
| 70 | AVGOBROADCOM INC | 564 | $94.5M | 0.03% | |
| 71 | ABBVABBVIE INC | 446 | $93.5M | 0.03% | |
| 72 | AMZNAMAZON COM INC | 469 | $89.2M | 0.03% | |
| 73 | MCDMCDONALDS CORP | 277 | $86.4M | 0.03% | |
| 74 | ADMARCHER DANIELS MIDLAND CO | 1,708 | $82.0M | 0.03% | |
| 75 | CVXCHEVRON CORP NEW | 459 | $76.8M | 0.02% | |
| 76 | TTTRANE TECHNOLOGIES PLC | 226 | $76.1M | 0.02% | |
| 77 | ORCLORACLE CORP | 511 | $71.4M | 0.02% | |
| 78 | CSCOCISCO SYS INC | 1,155 | $71.3M | 0.02% | |
| 79 | EVRGEVERGY INC | 1,000 | $69.0M | 0.02% | |
| 80 | HSYHERSHEY CO | 400 | $68.4M | 0.02% | |
| 81 | ABTABBOTT LABS | 479 | $63.5M | 0.02% | |
| 82 | IVWISHARES TR | 643 | $59.7M | 0.02% | |
| 83 | NFLXNETFLIX INC | 63 | $58.7M | 0.02% | |
| 84 | SAICSCIENCE APPLICATIONS INTL CO | 503 | $56.5M | 0.02% | |
| 85 | VTVVANGUARD INDEX FDS | 320 | $55.3M | 0.02% | |
| 86 | AVIVAMERICAN CENTY ETF TR | 929 | $52.7M | 0.02% | |
| 87 | AJGGALLAGHER ARTHUR J & CO | 147 | $50.8M | 0.02% | |
| 88 | HRLHORMEL FOODS CORP | 1,600 | $49.5M | 0.02% | |
| 89 | NSCNORFOLK SOUTHN CORP | 200 | $47.3M | 0.01% | |
| 90 | PANWPALO ALTO NETWORKS INC | 274 | $46.8M | 0.01% | |
| 91 | UNHUNITEDHEALTH GROUP INC | 87 | $45.8M | 0.01% | |
| 92 | COSTCOSTCO WHSL CORP NEW | 47 | $44.6M | 0.01% | |
| 93 | QCOMQUALCOMM INC | 271 | $41.7M | 0.01% | |
| 94 | JNJJOHNSON & JOHNSON | 248 | $41.1M | 0.01% | |
| 95 | PNCPNC FINL SVCS GROUP INC | 233 | $41.0M | 0.01% | |
| 96 | GEVGE VERNOVA INC | 130 | $39.7M | 0.01% | |
| 97 | MOALTRIA GROUP INC | 650 | $39.0M | 0.01% | |
| 98 | ESGDISHARES TR | 475 | $38.8M | 0.01% | |
| 99 | AGGISHARES TR | 391 | $38.7M | 0.01% | |
| 100 | VBRVANGUARD INDEX FDS | 194 | $36.1M | 0.01% |
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