Ruedi Wealth Management, Inc. Reduced Holdings in Q4 2024

Ruedi Wealth Management, Inc.

  • $317 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-81.8K
- 33.8%
$41.17 - $43.34 $3.37M - $3.55M
160K $6.61B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.5K
- 2.83%
$40.38 - $44.35 $425K - $466K
361K $14.8B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-6.34K
- 3.67%
$22.72 - $25.76 $144K - $163K
166K $3.87B
VNQ
Vanguard Specialized Funds Van

ETFs
-27
- 0.32%
$87.85 - $98.6 $2.37K - $2.66K
8.46K $754M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-170
- 20.83%
$481.22 - $538.17 $81.8K - $91.5K
646 $330M
DFAE
Dimensional ETF Tr

ETFs
-551
- 3.37%
$25.36 - $28.15 $14K - $15.5K
15.8K $401M
VGSH
Vanguard

ETFs
-478
- 3.56%
$58.02 - $58.88 $27.7K - $28.1K
12.9K $752M
VUSB
Vanguard Bd Index Fds
-653
- 3.93%
N/A
16K $792M
ADM
Archer Daniels Midland CO

Consumer Defensive
-246
- 12.6%
$49.38 - $59.52 $12.1K - $14.6K
1.71K $86.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 4.03%
$567.81 - $607.81 $36.3K - $38.9K
1.53K $895M
VT
Vanguard Total World Stk Index

ETFs
-70
- 6.34%
$117.09 - $123.07 $8.2K - $8.61K
1.03K $122M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-26
- 6.1%
$66.77 - $71.52 $1.74K - $1.86K
400 $27.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.52%
$197.36 - $217.3 $197 - $217
193 $38.3M
MUB
Ishares National Muni Bond ETF

ETFs
-1
- 0.39%
$105.78 - $108.7 $106 - $109
258 $27.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3
- 10.0%
$160.89 - $176.18 $483 - $529
27 $4.4M
EMGF
Ishares Msci Emerging Markets

ETFs
-3
- 6.52%
$45.23 - $51.49 $136 - $154
43 $1.94M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2
- 2.94%
$26.65 - $29.34 $53.3 - $58.7
66 $1.79M
AVUV
American Centy ETF Tr Avantis

ETFs
-20
- 0.66%
$94.37 - $106.41 $1.89K - $2.13K
3.03K $292M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1
- 0.58%
$44.33 - $49.55 $44.3 - $49.6
172 $7.72M
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.46%
$280.04 - $302.45 $1.4K - $1.51K
1.07K $310M
AVUS
American Centy ETF Tr Avantis

ETFs
-70
- 0.42%
$94.36 - $102.06 $6.61K - $7.14K
16.4K $1.59B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12K
- 0.56%
$33.92 - $36.6 $406K - $438K
2.14M $74.1B
AAPL
Apple Inc.

Technology
-59
- 0.3%
$221.69 - $259.02 $13.1K - $15.3K
19.8K $4.95B
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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