Ruedi Wealth Management, Inc. Incresed Positions in Q1 2025

Ruedi Wealth Management, Inc.

  • $320 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
34.1K
+ 4.53%
N/A
786K $42B
DFIV
Dimensional ETF Tr

ETFs
9.62K
+ 2.77%
$35.33 - $40.77 $340K - $392K
357K $14B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11K
+ 1.25%
$46.74 - $47.55 $515K - $524K
892K $42.4B
VTI
Vanguard Total Stock Market Et

ETFs
3.65K
+ 340.99%
$271.18 - $303.12 $990K - $1.11M
4.72K $1.3B
Dimensional ETF Trust
26.5K
+ 9.05%
N/A
320K $9.78B
DFIC
Dimensional ETF Tr Dimensional

ETFs
8.03K
+ 2.09%
$25.54 - $28.79 $205K - $231K
392K $10.9B
DISV
Dimensional ETF Tr Dimensional

ETFs
3.62K
+ 2.75%
$26.09 - $30.21 $94.5K - $109K
135K $3.94B
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.1K
+ 7.26%
$22.35 - $24.52 $270K - $296K
179K $4.24B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.6K
+ 2.69%
$25.35 - $27.46 $193K - $209K
290K $7.67B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.04K
+ 17.37%
$71.17 - $73.66 $145K - $150K
13.8K $1.01B
DFIS
Dimensional ETF Tr Dimensional

ETFs
640
+ 0.78%
$23.92 - $26.89 $15.3K - $17.2K
82.5K $2.13B
Dimensional ETF Trust
1.34K
+ 1.1%
N/A
123K $6.24B
AVEM
American Centy ETF Tr Avantis

ETFs
1.18K
+ 16.01%
$57.11 - $62.4 $67.3K - $73.6K
8.54K $514M
VEA
Vanguard Ftse Developed Market

ETFs
638
+ 7.88%
$47.4 - $52.99 $30.2K - $33.8K
8.74K $444M
DFSU
Dimensional ETF Tr Dimen Us Su
1.35K
+ 10.94%
N/A
13.7K $489M
DFSI
Dimensional ETF Tr Dimen Intl
56
+ 0.78%
N/A
7.25K $253M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.22%
$169.2 - $216.66 $169 - $217
446 $93.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
158
+ 2.72%
$42.5 - $46.71 $6.72K - $7.38K
5.96K $270M
MPC
Marathon Petroleum Corp

Energy
11
+ 0.62%
$134.72 - $159.03 $1.48K - $1.75K
1.79K $261M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.05%
$225.19 - $279.95 $225 - $280
2.07K $507M
VUSB
Vanguard Bd Index Fds
128
+ 0.8%
N/A
16.1K $802M
ABT
Abbott Laboratories

Healthcare
1
+ 0.21%
$111.1 - $140.22 $111 - $140
479 $63.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.36%
$279.74 - $321.29 $280 - $321
277 $86.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
116
+ 29.0%
$64.88 - $72.1 $7.53K - $8.36K
516 $33.9M
DFSE
Dimensional ETF Tr Dimen Emrgn
48
+ 1.34%
N/A
3.63K $122M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
+ 7.71%
$95.85 - $99.25 $2.68K - $2.78K
391 $38.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
66
+ 58.41%
$50.39 - $50.66 $3.33K - $3.34K
179 $9.06M
GBIL
Goldman Sachs Access Treasury

ETFs
22
+ 24.18%
$99.85 - $100.19 $2.2K - $2.2K
113 $11.3M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.5%
$37.81 - $46.49 $37.8 - $46.5
202 $9.17M
AVDE
American Centy ETF Tr Avantis

ETFs
2
+ 2.0%
$60.63 - $68.55 $121 - $137
102 $6.75M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 0.9%
$42.3 - $53.69 $42.3 - $53.7
112 $5.81M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 1.52%
$100.59 - $103.47 $101 - $103
67 $6.93M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6
+ 9.23%
$22.42 - $23.22 $135 - $139
71 $1.63M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1
+ 6.25%
$45.92 - $47.58 $45.9 - $47.6
17 $819K
VOTE
Engine No 1 ETF Tr

ETFs
1
+ 3.85%
$64.6 - $72.12 $64.6 - $72.1
27 $1.76M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1
+ 3.03%
$37.84 - $44.02 $37.8 - $44
34 $1.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 4.24%
$120.24 - $134.3 $601 - $672
123 $15M
VT
Vanguard Total World Stk Index

ETFs
6
+ 0.58%
$115.08 - $123.97 $690 - $744
1.04K $121M
PFE
Pfizer Inc

Healthcare
2
+ 0.2%
$25.01 - $27.13 $50 - $54.3
1.02K $25.8M
PEP
Pepsico Inc

Consumer Defensive
6
+ 0.54%
$142.64 - $156.42 $856 - $939
1.11K $166M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.52%
$183.02 - $207.75 $183 - $208
194 $36.1M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.14%
$84.5 - $105.05 $169 - $210
1.46K $128M
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.06%
$45.22 - $52.17 $45.2 - $52.2
1.71K $82M
ORCL
Oracle Corp

Technology
1
+ 0.2%
$139.81 - $186.47 $140 - $186
511 $71.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
42
+ 0.29%
$27.56 - $32.1 $1.16K - $1.35K
14.4K $405M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.07%
$551.42 - $612.93 $551 - $613
1.53K $854M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$347.25 - $424.87 $347 - $425
2.36K $866M
MSFT
Microsoft Corp

Technology
1
+ 0.05%
$375.39 - $447.2 $375 - $447
1.91K $718M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.85K
+ 0.99%
$59.61 - $66.71 $170K - $190K
289K $17.5B
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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