Ruedi Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Ruedi Wealth Management, Inc. reported 333 stock positions worth $316.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.4% of the portfolio, followed by Dimensional Short Duration (DFSD, 13.0%) and Dimensional GLBL Core PL Fix (DFGP, 12.5%). Compared with Q3 2024, it opened 4 new positions, sold out of 14, added to 50 and reduced 24. The biggest buy was Dimensional GLBL Core PL Fix (DFGP, shares +57%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHAMPAIGN, IL
- CIK
- 0001940678
- Portfolio Value
- $316.8M (Q4 2024)
- SEC Filing
- 0002046822-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 333 stocks · $316.8M
| DFAC Dimensional US Core Equity 2 | 23.39% | 2,142,194 | $74.1M | Reduce -0.6% |
| DFSD Dimensional Short Duration | 13.04% | 880,955 | $41.3M | Add +47.5% |
| DFGP Dimensional GLBL Core PL Fix | 12.54% | 752,181 | $39.7M | Add +57.2% |
| DFUS Dimensional US Eq MKT ETF | 5.76% | 286,057 | $18.2M | Add +4.4% |
| DFUV Dimensional US Marketwide Va | 4.67% | 361,376 | $14.8M | Reduce -2.8% |
| DFAT Dimensional US Target Value | 4.41% | 251,203 | $14.0M | Add +7.1% |
| DFIV Dimensional International Va | 3.89% | 347,160 | $12.3M | Add +9.6% |
| DFAX Dimensional World Ex US Core | 3.71% | 472,925 | $11.8M | Add +3.3% |
| DFIC Dimensional International Co. | 3.13% | 383,834 | $9.9M | Add +8.8% |
| DFLV Dim US Large Cap Value ETF | 2.78% | 293,228 | $8.8M | Add +16.2% |
| DFAS Dimensional US Small Cap ETF | 2.56% | 124,562 | $8.1M | Add +6.8% |
| DFEM Dimensional Emrg MRKT Core | 2.33% | 282,433 | $7.4M | Add +11.5% |
| DFCF Dimensional Core Fixed Inc. | 2.09% | 160,196 | $6.6M | Reduce -33.8% |
| DUSB Dimension Ultrashort Fi ETF | 1.94% | 121,701 | $6.2M | Add +7.5% |
| AAPL Apple Inc. | 1.56% | 19,768 | $5.0M | Reduce -0.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.44% | 92,772 | $4.6M | Add +1.1% |
| DFAR Dimensional US Real Est ETF | 1.22% | 166,468 | $3.9M | Reduce -3.7% |
| DISV Dimensional International SM | 1.10% | 131,625 | $3.5M | Add +14.3% |
| DFGR Dim Global Real Estate ETF | 1.03% | 127,550 | $3.3M | Add +27.6% |
| DFIS Dimensional International SM | 0.63% | 81,858 | $2.0M | Add +18.6% |
| AVUS Avantis U.S. Equity ETF | 0.50% | 16,441 | $1.6M | Reduce -0.4% |
| HD Home Depot Inc. | 0.29% | 2,362 | $919K | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 1,526 | $895K | Reduce -4.0% |
| BND Vanguard Total Bond Market | 0.27% | 11,740 | $844K | Add +1.5% |
| MSFT Microsoft Corp. | 0.25% | 1,913 | $806K | Add +1.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.25% | 15,954 | $792K | Reduce -3.9% |
| VNQ Vanguard Real Estate ETF | 0.24% | 8,461 | $754K | Reduce -0.3% |
| VGSH Vanguard Short-Term Treasury | 0.24% | 12,933 | $752K | Reduce -3.6% |
| DFAW Dimensional World Eqty ETF | 0.22% | 11,234 | $702K | Add +12.8% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 7,016 | $542K | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,068 | $496K | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.15% | 2,509 | $475K | No change |
| DFSU Dimensional US Sus CORE1 ETF | 0.15% | 12,319 | $467K | Add +8.2% |
| GOOG Alphabet Inc. Class C | 0.14% | 2,388 | $455K | No change |
| DFSV Dimensional US Small Cap Val | 0.14% | 14,338 | $441K | Add +0.5% |
| AVEM Avantis Emerging Markets Eq | 0.14% | 7,365 | $433K | Add +38.1% |
| DFAI Dimensional International Co. | 0.13% | 14,543 | $425K | Add +1.1% |
| DFAE Dimensional Emerging Core Eq | 0.13% | 15,802 | $401K | Reduce -3.4% |
| DFAU Dimensional US Core Equity M | 0.12% | 9,730 | $394K | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 8,100 | $387K | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 646 | $330K | Reduce -20.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,071 | $310K | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.10% | 2,874 | $309K | No change |
| AVUV Avantis US Small Cap Value | 0.09% | 3,026 | $292K | Reduce -0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,802 | $256K | Add +2.3% |
| MPC Marathon Petroleum Corp. | 0.08% | 1,778 | $248K | Add +0.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.07% | 7,193 | $236K | Add +0.1% |
| AVLV Avantis US Large Cap Value | 0.07% | 3,470 | $232K | No change |
| UNP Union Pacific Corp. | 0.05% | 735 | $168K | No change |
| PEP Pepsico Inc. | 0.05% | 1,101 | $167K | No change |
| CEF Sprott Physical Gold and Sil | 0.05% | 7,009 | $167K | No change |
| AVSC Avantis US Small Cap Equity | 0.05% | 2,947 | $160K | No change |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.05% | 19,157 | $154K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 3,474 | $153K | No change |
| CAT Caterpillar Inc. | 0.04% | 384 | $139K | No change |
| WMT Walmart Inc. | 0.04% | 1,455 | $131K | No change |
| AVGO Broadcom Inc. | 0.04% | 564 | $131K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 288 | $131K | No change |
| DUK Duke Energy Corp. | 0.04% | 1,207 | $130K | No change |
| VT Vanguard Tot World STK ETF | 0.04% | 1,034 | $122K | Reduce -6.3% |
| NVDA Nvidia Corp. | 0.04% | 890 | $120K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.04% | 3,586 | $119K | Add +1.2% |
| XLK SS Technology Select Sector | 0.04% | 490 | $114K | No change |
| AMZN Amazon.com Inc. | 0.03% | 500 | $110K | Add +13.6% |
| SO The Southern Co. | 0.03% | 1,329 | $109K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.03% | 1,000 | $103K | No change |
| ESGG NT Stoxx GLBL ESG ETF | 0.03% | 588 | $99K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 523 | $87K | No change |
| PM Philip Morris International | 0.03% | 718 | $86K | No change |
| ADM Archer-Daniels-Midland Co. | 0.03% | 1,707 | $86K | Reduce -12.6% |
| CSCO Cisco Systems Inc. | 0.03% | 1,455 | $86K | No change |
| ORCL Oracle Corp. | 0.03% | 510 | $85K | Add +0.2% |
| TT Trane Technologies PLC | 0.03% | 226 | $83K | No change |
| MCD McDonald's Corp. | 0.03% | 276 | $80K | No change |
| ABBV Abbvie Inc. | 0.03% | 445 | $79K | Add +0.5% |
| HSY The Hershey Co. | 0.02% | 400 | $68K | No change |
| CVX Chevron Corp. | 0.02% | 459 | $66K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 643 | $65K | No change |
| BX Blackstone Inc. | 0.02% | 375 | $65K | No change |
| EVRG Evergy Inc. | 0.02% | 1,000 | $62K | No change |
| SAIC Science Applications Inte | 0.02% | 503 | $56K | No change |
| NFLX Netflix Inc. | 0.02% | 63 | $56K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 320 | $54K | No change |
| ABT Abbott Laboratories | 0.02% | 478 | $54K | Add +0.2% |
| HRL Hormel Foods Corp. | 0.02% | 1,600 | $50K | No change |
| PANW Palo Alto Networks Inc. | 0.02% | 274 | $50K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 929 | $48K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 200 | $47K | No change |
| PNC PNC Financial Services Group | 0.01% | 233 | $45K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 87 | $44K | No change |
| COST Costco Wholesale Corp. | 0.01% | 47 | $43K | No change |
| GEV GE Vernova Inc. | 0.01% | 130 | $43K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.01% | 147 | $42K | No change |
| QCOM Qualcomm Inc. | 0.01% | 271 | $42K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 193 | $38K | Reduce -0.5% |
| CRM Salesforce Inc. | 0.01% | 113 | $38K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 480 | $37K | Add +5.5% |
| JNJ Johnson & Johnson | 0.01% | 248 | $36K | No change |
| MRK Merck & Co. Inc. | 0.01% | 354 | $35K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 363 | $35K | Add +3.4% |
Portfolio Sells Q3 2024 → Q4 2024
| DFAC Dimensional US Core Equity 2 | Reduce -0.6% | 23.39% | −1.97 |
| DFCF Dimensional Core Fixed Inc. | Reduce -33.8% | 2.09% | −1.50 |
| DFUV Dimensional US Marketwide Va | Reduce -2.8% | 4.67% | −0.65 |
| DFAR Dimensional US Real Est ETF | Reduce -3.7% | 1.22% | −0.30 |
| DFNM Dimensional National Muni BD | Sold out | 0.00% | −0.18 |
| VNQ Vanguard Real Estate ETF | Reduce -0.3% | 0.24% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Reduce -0.4% | 0.50% | −0.04 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -3.9% | 0.25% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.6% | 0.24% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -20.8% | 0.10% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.0% | 0.28% | −0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.4% | 0.13% | −0.03 |
| AAPL Apple Inc. | Reduce -0.3% | 1.56% | −0.02 |
| ADM Archer-Daniels-Midland Co. | Reduce -12.6% | 0.03% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -0.7% | 0.09% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -6.3% | 0.04% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.10% | −0.01 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -15.0% | 0.01% | −0.00 |
| RPD RAPID7 Inc. | Sold out | 0.00% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.5% | 0.01% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.1% | 0.01% | −0.00 |
| AVGE Avantis All Eqty Mrkts ETF | Sold out | 0.00% | −0.00 |
| KEY Keycorp | Sold out | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -0.4% | 0.01% | −0.00 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.00 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.00 |
| HXL Hexcel Corp. | Sold out | 0.00% | −0.00 |
| AVDV Avantis Intl S/C Value ETF | Sold out | 0.00% | −0.00 |
| AVES Avantis Emerging Markets Val | Sold out | 0.00% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.6% | 0.00% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -10.0% | 0.00% | −0.00 |
| EMGF iShares Emerging Markets Equ | Reduce -6.5% | 0.00% | −0.00 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.00 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.00 |
| IVLU iShares MSCI International V | Reduce -2.9% | 0.00% | −0.00 |
| KIM Kimco Realty Corp. | Sold out | 0.00% | 0.00 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | 0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| DFGP Dimensional GLBL Core PL Fix | Add +57.2% | 12.54% | +3.50 |
| DFSD Dimensional Short Duration | Add +47.5% | 13.04% | +3.25 |
| DFLV Dim US Large Cap Value ETF | Add +16.2% | 2.78% | +0.11 |
| DFGR Dim Global Real Estate ETF | Add +27.6% | 1.03% | +0.04 |
| AVEM Avantis Emerging Markets Eq | Add +38.1% | 0.14% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 0.16% | +0.01 |
| AMZN Amazon.com Inc. | Add +13.6% | 0.03% | +0.01 |
| DFAW Dimensional World Eqty ETF | Add +12.8% | 0.22% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Add +8.2% | 0.15% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +22.9% | 0.00% | +0.00 |
| AVDE Avantis International Equity | Add +49.3% | 0.00% | +0.00 |
| IVV iShares Core S&P 500 ETF | New | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.00% | +0.00 |
| VOTE TCW Transform 500 ETF | Add +23.8% | 0.00% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | New | 0.00% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +27.3% | 0.00% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +15.7% | 0.00% | 0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +22.2% | 0.00% | 0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.8% | 0.00% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +1.6% | 0.00% | −0.00 |
| JPST JPMorgan Ultra-Short Income | Add +6.6% | 0.00% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.6% | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.5% | 0.00% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.5% | 0.01% | −0.00 |
| DFIS Dimensional International SM | Add +18.6% | 0.63% | −0.00 |
| AGG iShares Core U.S. Aggregate | Add +3.4% | 0.01% | −0.00 |
| ABT Abbott Laboratories | Add +0.2% | 0.02% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +5.5% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Add +0.2% | 0.01% | −0.00 |
| ORCL Oracle Corp. | Add +0.2% | 0.03% | −0.00 |
| ABBV Abbvie Inc. | Add +0.5% | 0.03% | −0.01 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +1.2% | 0.04% | −0.01 |
| DFAU Dimensional US Core Equity M | Add +0.0% | 0.12% | −0.01 |
| DFSV Dimensional US Small Cap Val | Add +0.5% | 0.14% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.3% | 0.08% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.1% | 0.07% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.8% | 0.17% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 0.12% | −0.02 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 0.08% | −0.02 |
| DFAI Dimensional International Co. | Add +1.1% | 0.13% | −0.02 |
| MSFT Microsoft Corp. | Add +1.1% | 0.25% | −0.03 |
| DUSB Dimension Ultrashort Fi ETF | Add +7.5% | 1.94% | −0.03 |
| BND Vanguard Total Bond Market | Add +1.5% | 0.27% | −0.03 |
| HD Home Depot Inc. | Add +0.0% | 0.29% | −0.04 |
| DFAS Dimensional US Small Cap ETF | Add +6.8% | 2.56% | −0.04 |
| DISV Dimensional International SM | Add +14.3% | 1.10% | −0.05 |
| DFAT Dimensional US Target Value | Add +7.1% | 4.41% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Add +4.4% | 5.76% | −0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +11.5% | 2.33% | −0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $426.3M | DFAC, DFGP, DFSD, DFUS, DFUV |
| Q1 2026 | 58 | $388.3M | DFAC, DFGP, DFSD, DFUS, DFIC |
| Q4 2025 | 58 | $381.6M | DFAC, DFSD, DFGP, DFUS, DFIC |
| Q3 2025 | 53 | $357.2M | DFAC, DFGP, DFSD, DFUS, DFAX |
| Q2 2025 | 55 | $337.1M | DFAC, DFGP, DFSD, DFUS, DFUV |
| Q1 2025 | 332 | $319.6M | DFAC, DFSD, DFGP, DFUS, DFUV |
| Q4 2024 | 333 | $316.8M | DFAC, DFSD, DFGP, DFUS, DFUV |
| Q3 2024 | 343 | $291.3M | DFAC, DFSD, DFGP, DFUS, DFUV |
| Q2 2024 | 491 | $254.0M | DFAC, DFSD, DFUS, DFUV, DFGP |
| Q1 2024 | 259 | $237.7M | DFAC, DFUV, DFCF, DFUS, DFAT |