Ruedi Wealth Management, Inc. Incresed Positions in Q4 2024

Ruedi Wealth Management, Inc.

  • $317 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
274K
+ 57.23%
N/A
752K $39.7B
DFSD
Dimensional ETF Tr Short Durat

ETFs
284K
+ 47.55%
$46.75 - $47.8 $13.3M - $13.6M
881K $41.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
12K
+ 4.37%
$61.52 - $66.5 $737K - $797K
286K $18.2B
Dimensional ETF Trust
41K
+ 16.24%
N/A
293K $8.81B
DFAT
Dimensional ETF Tr U S Target

ETFs
16.7K
+ 7.12%
$54.54 - $61.04 $911K - $1.02M
251K $14B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.89K
+ 6.76%
$63.58 - $71.15 $501K - $561K
125K $8.11B
Dimensional ETF Trust
8.52K
+ 7.53%
N/A
122K $6.16B
Dimensional ETF Trust
27.6K
+ 27.61%
N/A
128K $3.26B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.1K
+ 11.47%
$26.16 - $28.82 $760K - $838K
282K $7.4B
DFIV
Dimensional ETF Tr

ETFs
30.3K
+ 9.58%
$34.86 - $37.97 $1.06M - $1.15M
347K $12.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
16.4K
+ 14.26%
$26.18 - $28.77 $430K - $473K
132K $3.5B
AVEM
American Centy ETF Tr Avantis

ETFs
2.03K
+ 38.13%
$58.59 - $66.14 $119K - $134K
7.37K $433M
Dimensional ETF Trust
1.28K
+ 12.83%
N/A
11.2K $702M
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 2.02%
$205.18 - $250.29 $8.41K - $10.3K
2.07K $496M
DFSU
Dimensional ETF Tr Dimen Us Su
933
+ 8.19%
N/A
12.3K $467M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 13.64%
$180.88 - $232.93 $10.9K - $14K
500 $110M
DFAU
Dimensional ETF Tr

ETFs
3
+ 0.03%
$39.27 - $42.38 $118 - $127
9.73K $394M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
+ 22.92%
$124.61 - $133.96 $2.74K - $2.95K
118 $15.2M
PANW
Palo Alto Networks Inc

Technology
137
+ 100.0%
$181.96 - $405.9 $24.9K - $55.6K
274 $49.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
72
+ 0.5%
$30.18 - $33.87 $2.17K - $2.44K
14.3K $441M
AVDE
American Centy ETF Tr Avantis

ETFs
33
+ 49.25%
$60.9 - $66.69 $2.01K - $2.2K
100 $6.16M
EMB
Ishares Tr

ETFs
14
+ 15.73%
$88.94 - $93.46 $1.25K - $1.31K
103 $9.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
21
+ 27.27%
$33.39 - $37.66 $701 - $791
98 $3.28M
VOTE
Engine No 1 ETF Tr

ETFs
5
+ 23.81%
$66.37 - $71.58 $332 - $358
26 $1.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7
+ 6.6%
$50.37 - $50.6 $353 - $354
113 $5.68M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
+ 4.76%
$100.24 - $101.35 $301 - $304
66 $6.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6
+ 22.22%
$41.09 - $45.94 $247 - $276
33 $1.37M
SPMD
Spdr Portfolio

ETFs
1
+ 0.56%
$54.13 - $59.56 $54.1 - $59.6
181 $9.91M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1
+ 1.56%
$22.65 - $23.8 $22.7 - $23.8
65 $1.48M
TSCO
Tractor Supply CO

Consumer Cyclical
12
+ 400.0%
$52.59 - $303.74 $631 - $3.64K
15 $796K
ABT
Abbott Laboratories

Healthcare
1
+ 0.21%
$111.93 - $119.39 $112 - $119
478 $54.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12
+ 3.42%
$96.64 - $101.23 $1.16K - $1.21K
363 $35.2M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.5%
$39.6 - $45.21 $39.6 - $45.2
201 $8.04M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.53%
$130.36 - $139.54 $130 - $140
189 $25.3M
ORCL
Oracle Corp

Technology
1
+ 0.2%
$165.41 - $192.43 $165 - $192
510 $84.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 5.49%
$75.65 - $83.47 $1.89K - $2.09K
480 $36.5M
PFE
Pfizer Inc

Healthcare
2
+ 0.2%
$24.8 - $30.19 $49.6 - $60.4
1.02K $26.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
31.2K
+ 8.85%
$25.61 - $28.0 $799K - $874K
384K $9.92B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
56
+ 0.8%
$77.02 - $78.58 $4.31K - $4.4K
7.02K $542M
DFSE
Dimensional ETF Tr Dimen Emrgn
42
+ 1.19%
N/A
3.59K $119M
MSFT
Microsoft Corp

Technology
20
+ 1.06%
$406.35 - $454.46 $8.13K - $9.09K
1.91K $806M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.45%
$164.99 - $203.87 $330 - $408
445 $79.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
130
+ 2.29%
$44.04 - $49.49 $5.73K - $6.43K
5.8K $256M
DFSI
Dimensional ETF Tr Dimen Intl
9
+ 0.13%
N/A
7.19K $236M
VEA
Vanguard Ftse Developed Market

ETFs
325
+ 4.18%
$47.57 - $52.44 $15.5K - $17K
8.1K $387M
BND
Vanguard Bd Index Fd Inc Total

ETFs
176
+ 1.52%
$71.75 - $75.11 $12.6K - $13.2K
11.7K $844M
DFAI
Dimensional ETF Tr

ETFs
164
+ 1.14%
$29.0 - $31.6 $4.76K - $5.18K
14.5K $425M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$385.02 - $431.37 $385 - $431
2.36K $919M
MPC
Marathon Petroleum Corp

Energy
11
+ 0.62%
$131.65 - $174.84 $1.45K - $1.92K
1.78K $248M
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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