Ruedi Wealth Management, Inc. Reduced Holdings in Q1 2025

Ruedi Wealth Management, Inc.

  • $320 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-13K
- 0.61%
$32.42 - $36.13 $421K - $469K
2.13M $70.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.87K
- 1.5%
$58.81 - $68.2 $110K - $127K
123K $7.33B
AAPL
Apple Inc.

Technology
-481
- 2.43%
$209.68 - $247.1 $101K - $119K
19.3K $4.28B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-18.7K
- 11.69%
$40.79 - $42.32 $764K - $792K
141K $5.95B
AVUS
American Centy ETF Tr Avantis

ETFs
-3.39K
- 20.61%
$90.7 - $101.57 $307K - $344K
13.1K $1.21B
BNDX
Vanguard Total International B

ETFs
-6.07K
- 6.54%
$48.33 - $49.5 $293K - $300K
86.7K $4.23B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.71K
- 1.86%
$39.96 - $43.3 $268K - $290K
355K $14.6B
AVLV
American Centy ETF Tr Avantis
-1.66K
- 47.87%
$63.51 - $70.42 $105K - $117K
1.81K $118M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-141
- 21.83%
$468.34 - $539.52 $66K - $76.1K
505 $237M
AVUV
American Centy ETF Tr Avantis

ETFs
-587
- 19.4%
$84.95 - $100.62 $49.9K - $59.1K
2.44K $213M
DFAU
Dimensional ETF Tr

ETFs
-268
- 2.75%
$37.84 - $42.29 $10.1K - $11.3K
9.46K $364M
VGSH
Vanguard

ETFs
-499
- 3.86%
$58.07 - $58.69 $29K - $29.3K
12.4K $730M
AMZN
Amazon Com Inc

Consumer Cyclical
-31
- 6.2%
$190.26 - $242.06 $5.9K - $7.5K
469 $89.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-286
- 4.08%
$76.94 - $78.28 $22K - $22.4K
6.73K $527M
CSCO
Cisco Systems, Inc.

Technology
-300
- 20.62%
$58.74 - $64.87 $17.6K - $19.5K
1.16K $71.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-216
- 2.55%
$85.55 - $94.34 $18.5K - $20.4K
8.25K $747M
DFAE
Dimensional ETF Tr

ETFs
-527
- 3.34%
$24.64 - $26.86 $13K - $14.2K
15.3K $395M
EMB
Ishares Tr

ETFs
-18
- 17.48%
$88.64 - $92.03 $1.6K - $1.66K
85 $7.71M
BUSE
First Busey Corp

Financial Services
-16
- 3.14%
$21.26 - $25.35 $340 - $406
493 $10.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1
- 0.58%
$40.03 - $46.81 $40 - $46.8
171 $6.98M
MUB
Ishares National Muni Bond ETF

ETFs
-2
- 0.78%
$104.71 - $107.69 $209 - $215
256 $27M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9
- 24.32%
$48.43 - $49.9 $436 - $449
28 $1.41M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-12
- 12.24%
$32.74 - $36.2 $393 - $434
86 $3.01M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5
- 1.04%
$75.32 - $84.77 $377 - $424
475 $38.8M
DFAI
Dimensional ETF Tr

ETFs
-242
- 1.66%
$28.88 - $32.4 $6.99K - $7.84K
14.3K $447M
Dimensional ETF Trust
-1.4K
- 1.1%
N/A
126K $3.31B
DFAX
Dimensional ETF Tr
-9.99K
- 2.11%
$24.45 - $27.2 $244K - $272K
463K $12.1B
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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