Ruedi Wealth Management, Inc. Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$337.1B
Holdings
55
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,151,141 | $77.1B | 22.87% | |
| 2 | DFGPDIMENSIONAL ETF TRUST | 821,156 | $44.7B | 13.27% | |
| 3 | DFSDDIMENSIONAL ETF TRUST | 929,564 | $44.6B | 13.24% | |
| 4 | DFUSDIMENSIONAL ETF TRUST | 280,262 | $18.8B | 5.57% | |
| 5 | DFUVDIMENSIONAL ETF TRUST | 352,788 | $14.9B | 4.42% | |
| 6 | DFAXDIMENSIONAL ETF TRUST | 507,036 | $14.9B | 4.42% | |
| 7 | DFIVDIMENSIONAL ETF TRUST | 304,950 | $13.1B | 3.87% | |
| 8 | DFICDIMENSIONAL ETF TRUST | 381,551 | $11.9B | 3.52% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 217,383 | $11.7B | 3.48% | |
| 10 | DFEMDIMENSIONAL ETF TRUST | 269,449 | $8.0B | 2.37% | |
| 11 | DFLVDIMENSIONAL ETF TRUST | 226,261 | $7.0B | 2.08% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 106,501 | $6.8B | 2.01% | |
| 13 | DUSBDIMENSIONAL ETF TRUST | 125,447 | $6.4B | 1.89% | |
| 14 | DFCFDIMENSIONAL ETF TRUST | 121,613 | $5.1B | 1.52% | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 93,617 | $4.6B | 1.38% | |
| 16 | DFARDIMENSIONAL ETF TRUST | 165,954 | $3.9B | 1.15% | |
| 17 | AAPLAPPLE INC | 18,797 | $3.9B | 1.14% | |
| 18 | DISVDIMENSIONAL ETF TRUST | 112,826 | $3.7B | 1.10% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 35,606 | $3.6B | 1.06% | |
| 20 | DFGRDIMENSIONAL ETF TRUST | 133,536 | $3.6B | 1.06% | |
| 21 | AVLVAMERICAN CENTY ETF TR | 45,301 | $3.1B | 0.92% | |
| 22 | DFSVDIMENSIONAL ETF TRUST | 67,925 | $2.0B | 0.59% | |
| 23 | DFISDIMENSIONAL ETF TRUST | 65,540 | $2.0B | 0.58% | |
| 24 | AVNVAMERICAN CENTY ETF TR | 28,513 | $1.9B | 0.56% | |
| 25 | VOOVANGUARD INDEX FDS | 3,101 | $1.8B | 0.52% | |
| 26 | VTIVANGUARD INDEX FDS | 5,152 | $1.6B | 0.46% | |
| 27 | AVEMAMERICAN CENTY ETF TR | 16,373 | $1.1B | 0.33% | |
| 28 | BNDVANGUARD BD INDEX FDS | 14,076 | $1.0B | 0.31% | |
| 29 | AVSCAMERICAN CENTY ETF TR | 19,774 | $1.0B | 0.30% | |
| 30 | MSFTMICROSOFT CORP | 1,914 | $951.9M | 0.28% | |
| 31 | SPYSPDR S&P 500 ETF TR | 1,528 | $943.9M | 0.28% | |
| 32 | VNQVANGUARD INDEX FDS | 9,986 | $889.4M | 0.26% | |
| 33 | HDHOME DEPOT INC | 2,364 | $866.7M | 0.26% | |
| 34 | DFAWDIMENSIONAL ETF TRUST | 12,282 | $823.9M | 0.24% | |
| 35 | VUSBVANGUARD BD INDEX FDS | 16,276 | $811.6M | 0.24% | |
| 36 | VGSHVANGUARD SCOTTSDALE FDS | 12,288 | $722.3M | 0.21% | |
| 37 | AVDVAMERICAN CENTY ETF TR | 6,914 | $548.1M | 0.16% | |
| 38 | DFSUDIMENSIONAL ETF TRUST | 13,773 | $540.6M | 0.16% | |
| 39 | BSVVANGUARD BD INDEX FDS | 6,660 | $524.2M | 0.16% | |
| 40 | VEAVANGUARD TAX-MANAGED FDS | 8,720 | $497.1M | 0.15% | |
| 41 | DFAIDIMENSIONAL ETF TRUST | 13,955 | $482.4M | 0.14% | |
| 42 | GOOGLALPHABET INC | 2,509 | $442.2M | 0.13% | |
| 43 | DFAEDIMENSIONAL ETF TRUST | 14,778 | $427.8M | 0.13% | |
| 44 | GOOGALPHABET INC | 2,388 | $423.6M | 0.13% | |
| 45 | AVDSAMERICAN CENTY ETF TR | 6,766 | $420.9M | 0.12% | |
| 46 | JPMJPMORGAN CHASE & CO | 1,409 | $408.5M | 0.12% | |
| 47 | DFAUDIMENSIONAL ETF TRUST | 9,464 | $400.9M | 0.12% | |
| 48 | AVDEAMERICAN CENTY ETF TR | 5,065 | $374.9M | 0.11% | |
| 49 | XOMEXXON MOBIL CORP | 2,874 | $309.8M | 0.09% | |
| 50 | NDQINVESCO QQQ TR | 547 | $301.5M | 0.09% | |
| 51 | MPCMARATHON PETE CORP | 1,799 | $298.9M | 0.09% | |
| 52 | VWOVANGUARD INTL EQUITY INDEX F | 5,935 | $293.5M | 0.09% | |
| 53 | DFSIDIMENSIONAL ETF TRUST | 7,341 | $289.3M | 0.09% | |
| 54 | CEF/USPROTT PHYSICAL GOLD & SILVE | 7,009 | $211.0M | 0.06% | |
| 55 | ERICTELEFONAKTIEBOLAGET LM ERICS | 19,157 | $162.5M | 0.05% |