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Size ($ in 1000's)
At 12/31/2023: $211,927 At 09/30/2023: $174,515
Ruedi Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ruedi Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Ruedi Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Ruedi Wealth Management Inc..
In the Ruedi Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ruedi Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Ruedi Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
DIMENSIONAL ETF TRUST (DFAC) |
2,228,436 |
+130,488 |
$65,137 | DFAC | 2,228,436 | +130,488 | $65,137 | DIMENSIONAL ETF TRUST (DFCF) |
411,580 |
+45,668 |
$17,451 | DFCF | 411,580 | +45,668 | $17,451 | DIMENSIONAL ETF TRUST (DFUV) |
429,931 |
+4,148 |
$16,002 | DFUV | 429,931 | +4,148 | $16,002 | DIMENSIONAL ETF TRUST (DFUS) |
267,299 |
+5,109 |
$13,854 | DFUS | 267,299 | +5,109 | $13,854 | DIMENSIONAL ETF TRUST (DFAT) |
225,200 |
+14,223 |
$11,785 | DFAT | 225,200 | +14,223 | $11,785 | DIMENSIONAL ETF TRUST (DFAX) |
459,392 |
+11,400 |
$11,218 | DFAX | 459,392 | +11,400 | $11,218 | DIMENSIONAL ETF TRUST (DFIV) |
257,654 |
+16,538 |
$8,853 | DFIV | 257,654 | +16,538 | $8,853 | DIMENSIONAL ETF TRUST (DFIC) |
287,825 |
+60,121 |
$7,348 | DFIC | 287,825 | +60,121 | $7,348 | DIMENSIONAL ETF TRUST (DFSD) |
143,741 |
+61,540 |
$6,757 | DFSD | 143,741 | +61,540 | $6,757 | DIMENSIONAL ETF TRUST (DFAS) |
102,067 |
+7,288 |
$6,085 | DFAS | 102,067 | +7,288 | $6,085 | VANGUARD CHARLOTTE FDS (BNDX) |
108,006 |
+12,047 |
$5,332 | BNDX | 108,006 | +12,047 | $5,332 | DIMENSIONAL ETF TRUST (DFEM) |
180,530 |
+41,121 |
$4,506 | DFEM | 180,530 | +41,121 | $4,506 | DIMENSIONAL ETF TRUST (DFAR) |
177,495 |
+30,035 |
$4,036 | DFAR | 177,495 | +30,035 | $4,036 | APPLE INC |
19,974 |
+6 |
$3,846 | AAPL | 19,974 | +6 | $3,846 | DIMENSIONAL ETF TRUST (DFLV) |
111,676 |
+76,675 |
$3,021 | DFLV | 111,676 | +76,675 | $3,021 | AMERICAN CENTY ETF TR (AVUS) |
30,615 |
-1,075 |
$2,497 | AVUS | 30,615 | -1,075 | $2,497 | DIMENSIONAL ETF TRUST (DISV) |
76,208 |
+15,636 |
$1,965 | DISV | 76,208 | +15,636 | $1,965 | VANGUARD INTL EQUITY INDEX F (VT) |
15,608 |
+111 |
$1,606 | VT | 15,608 | +111 | $1,606 | VANGUARD SCOTTSDALE FDS (VGSH) |
22,478 |
+2,318 |
$1,311 | VGSH | 22,478 | +2,318 | $1,311 | DIMENSIONAL ETF TRUST (DFGP) |
22,364 |
+22,364 |
$1,191 | DFGP | 22,364 | +22,364 | $1,191 | DIMENSIONAL ETF TRUST (DUSB) |
22,956 |
+22,956 |
$1,155 | DUSB | 22,956 | +22,956 | $1,155 | DIMENSIONAL ETF TRUST (DFIS) |
39,278 |
+6,835 |
$949 | DFIS | 39,278 | +6,835 | $949 | VANGUARD BD INDEX FDS (BND) |
12,310 |
+4,068 |
$905 | BND | 12,310 | +4,068 | $905 | VANGUARD INDEX FDS (VNQ) |
9,776 |
+4,089 |
$864 | VNQ | 9,776 | +4,089 | $864 | VANGUARD BD INDEX FDS (VUSB) |
16,039 |
+264 |
$793 | VUSB | 16,039 | +264 | $793 | HOME DEPOT INC |
2,284 |
UNCH |
$791 | HD | 2,284 | UNCH | $791 | SPDR S&P 500 ETF TR (SPY) |
1,589 |
-151 |
$755 | SPY | 1,589 | -151 | $755 | MICROSOFT CORP |
1,851 |
+60 |
$696 | MSFT | 1,851 | +60 | $696 | VANGUARD BD INDEX FDS (BSV) |
7,244 |
+47 |
$558 | BSV | 7,244 | +47 | $558 | DIMENSIONAL ETF TRUST (DFAI) |
16,675 |
-522 |
$478 | DFAI | 16,675 | -522 | $478 | DIMENSIONAL ETF TRUST (DFSV) |
13,832 |
-1,611 |
$403 | DFSV | 13,832 | -1,611 | $403 | DIMENSIONAL ETF TRUST (DFAE) |
16,626 |
-5,981 |
$401 | DFAE | 16,626 | -5,981 | $401 | ALPHABET INC |
2,540 |
UNCH |
$358 | GOOG | 2,540 | UNCH | $358 | VANGUARD TAX MANAGED FDS (VEA) |
7,401 |
-250 |
$355 | VEA | 7,401 | -250 | $355 | DIMENSIONAL ETF TRUST (DFSU) |
11,189 |
UNCH |
$348 | DFSU | 11,189 | UNCH | $348 | INVESCO QQQ TR |
813 |
UNCH |
$333 | QQQ | 813 | UNCH | $333 | DIMENSIONAL ETF TRUST (DFAU) |
9,824 |
-61 |
$327 | DFAU | 9,824 | -61 | $327 | JPMORGAN CHASE & CO |
1,867 |
+41 |
$318 | JPM | 1,867 | +41 | $318 | AMERICAN CENTY ETF TR (AVEM) |
5,510 |
+1 |
$311 | AVEM | 5,510 | +1 | $311 | EXXON MOBIL CORP |
3,092 |
UNCH |
$309 | XOM | 3,092 | UNCH | $309 | ALPHABET INC |
2,200 |
UNCH |
$307 | GOOGL | 2,200 | UNCH | $307 | DIMENSIONAL ETF TRUST (DFGR) |
11,787 |
+3,202 |
$306 | DFGR | 11,787 | +3,202 | $306 | VANGUARD INDEX FDS (VTI) |
1,284 |
-1 |
$305 | VTI | 1,284 | -1 | $305 | AMERICAN CENTY ETF TR (AVUV) |
3,051 |
-504 |
$274 | AVUV | 3,051 | -504 | $274 | MARATHON PETE CORP |
1,758 |
UNCH |
$261 | MPC | 1,758 | UNCH | $261 | VANGUARD INTL EQUITY INDEX F (VWO) |
5,683 |
-82 |
$234 | VWO | 5,683 | -82 | $234 | AMERICAN CENTY ETF TR (AVLV) |
3,582 |
UNCH |
$207 | AVLV | 3,582 | UNCH | $207 | UNION PAC CORP |
735 |
UNCH |
$181 | UNP | 735 | UNCH | $181 | PEPSICO INC |
897 |
+25 |
$152 | PEP | 897 | +25 | $152 | AMERICAN CENTY ETF TR (AVSC) |
2,947 |
UNCH |
$150 | AVSC | 2,947 | UNCH | $150 |
See Full List: All Stocks Held By Ruedi Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Ruedi Wealth Management Inc.
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