Ruedi Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Ruedi Wealth Management, Inc. reported 332 stock positions worth $319.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 22.0% of the portfolio, followed by Dimensional Short Duration (DFSD, 13.3%) and Dimensional GLBL Core PL Fix (DFGP, 13.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 7, added to 51 and reduced 28. The biggest buy was Dimensional GLBL Core PL Fix (DFGP, shares +5%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CHAMPAIGN, IL
- CIK
- 0001940678
- Portfolio Value
- $319.6M (Q1 2025)
- SEC Filing
- 0001940678-25-000001 ↗ filed Apr 23, 2025
Holdings Value
Holdings 332 stocks · $319.6M
| DFAC Dimensional US Core Equity 2 | 21.98% | 2,129,216 | $70.2M | Reduce -0.6% |
| DFSD Dimensional Short Duration | 13.26% | 891,971 | $42.4M | Add +1.3% |
| DFGP Dimensional GLBL Core PL Fix | 13.15% | 786,263 | $42.0M | Add +4.5% |
| DFUS Dimensional US Eq MKT ETF | 5.47% | 288,903 | $17.5M | Add +1.0% |
| DFUV Dimensional US Marketwide Va | 4.57% | 354,670 | $14.6M | Reduce -1.9% |
| DFIV Dimensional International Va | 4.39% | 356,780 | $14.0M | Add +2.8% |
| DFAT Dimensional US Target Value | 4.10% | 254,385 | $13.1M | Add +1.3% |
| DFAX Dimensional World Ex US Core | 3.80% | 462,935 | $12.1M | Reduce -2.1% |
| DFIC Dimensional International Co. | 3.41% | 391,860 | $10.9M | Add +2.1% |
| DFLV Dim US Large Cap Value ETF | 3.06% | 319,777 | $9.8M | Add +9.1% |
| DFEM Dimensional Emrg MRKT Core | 2.40% | 290,032 | $7.7M | Add +2.7% |
| DFAS Dimensional US Small Cap ETF | 2.29% | 122,695 | $7.3M | Reduce -1.5% |
| DUSB Dimension Ultrashort Fi ETF | 1.95% | 123,043 | $6.2M | Add +1.1% |
| DFCF Dimensional Core Fixed Inc. | 1.86% | 141,474 | $6.0M | Reduce -11.7% |
| AAPL Apple Inc. | 1.34% | 19,287 | $4.3M | Reduce -2.4% |
| DFAR Dimensional US Real Est ETF | 1.33% | 178,557 | $4.2M | Add +7.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.32% | 86,705 | $4.2M | Reduce -6.5% |
| DISV Dimensional International SM | 1.23% | 135,246 | $3.9M | Add +2.8% |
| DFGR Dim Global Real Estate ETF | 1.04% | 126,152 | $3.3M | Reduce -1.1% |
| DFIS Dimensional International SM | 0.67% | 82,498 | $2.1M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.50% | 3,098 | $1.6M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 4,723 | $1.3M | Add +341.0% |
| AVUS Avantis U.S. Equity ETF | 0.38% | 13,053 | $1.2M | Reduce -20.6% |
| BND Vanguard Total Bond Market | 0.32% | 13,779 | $1.0M | Add +17.4% |
| DFAW Dimensional World Eqty ETF | 0.27% | 14,166 | $868K | Add +26.1% |
| HD Home Depot Inc. | 0.27% | 2,363 | $866K | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 1,527 | $854K | Add +0.1% |
| VUSB Vanguard Ultra Short Bond Et | 0.25% | 16,082 | $802K | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 0.23% | 8,245 | $747K | Reduce -2.5% |
| VGSH Vanguard Short-Term Treasury | 0.23% | 12,434 | $730K | Reduce -3.9% |
| MSFT Microsoft Corp. | 0.22% | 1,914 | $718K | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.16% | 6,730 | $527K | Reduce -4.1% |
| AVEM Avantis Emerging Markets Eq | 0.16% | 8,544 | $514K | Add +16.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 2,069 | $507K | Add +0.1% |
| DFSU Dimensional US Sus CORE1 ETF | 0.15% | 13,667 | $489K | Add +10.9% |
| DFAI Dimensional International Co. | 0.14% | 14,301 | $447K | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 8,738 | $444K | Add +7.9% |
| DFSV Dimensional US Small Cap Val | 0.13% | 14,380 | $405K | Add +0.3% |
| DFAE Dimensional Emerging Core Eq | 0.12% | 15,275 | $395K | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.12% | 2,509 | $388K | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 2,388 | $373K | No change |
| DFAU Dimensional US Core Equity M | 0.11% | 9,462 | $364K | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.11% | 2,874 | $342K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,960 | $270K | Add +2.7% |
| MPC Marathon Petroleum Corp. | 0.08% | 1,789 | $261K | Add +0.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.08% | 7,249 | $253K | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 505 | $237K | Reduce -21.8% |
| AVUV Avantis US Small Cap Value | 0.07% | 2,439 | $213K | Reduce -19.4% |
| CEF Sprott Physical Gold and Sil | 0.06% | 7,009 | $199K | No change |
| UNP Union Pacific Corp. | 0.05% | 735 | $174K | No change |
| PEP Pepsico Inc. | 0.05% | 1,107 | $166K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 288 | $153K | No change |
| VXUS Vanguard Total Intl Stock | 0.05% | 2,445 | $152K | New |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.05% | 19,157 | $149K | No change |
| DUK Duke Energy Corp. | 0.05% | 1,207 | $147K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 3,474 | $145K | No change |
| WMT Walmart Inc. | 0.04% | 1,457 | $128K | Add +0.1% |
| CAT Caterpillar Inc. | 0.04% | 384 | $127K | No change |
| DFSE Dimensional Em Sus CORE1 ETF | 0.04% | 3,634 | $122K | Add +1.3% |
| SO The Southern Co. | 0.04% | 1,329 | $122K | No change |
| VT Vanguard Tot World STK ETF | 0.04% | 1,040 | $121K | Add +0.6% |
| AVLV Avantis US Large Cap Value | 0.04% | 1,809 | $118K | Reduce -47.9% |
| AVSC Avantis US Small Cap Equity | 0.04% | 2,413 | $117K | Reduce -18.1% |
| PM Philip Morris International | 0.04% | 718 | $114K | No change |
| GE General Electric filed as GE AEROSPACE | 0.03% | 523 | $105K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.03% | 1,000 | $102K | No change |
| XLK SS Technology Select Sector | 0.03% | 490 | $101K | No change |
| ESGG NT Stoxx GLBL ESG ETF | 0.03% | 588 | $100K | No change |
| NVDA Nvidia Corp. | 0.03% | 890 | $96K | No change |
| AVGO Broadcom Inc. | 0.03% | 564 | $95K | No change |
| ABBV Abbvie Inc. | 0.03% | 446 | $94K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.03% | 469 | $89K | Reduce -6.2% |
| MCD McDonald's Corp. | 0.03% | 277 | $86K | Add +0.4% |
| ADM Archer-Daniels-Midland Co. | 0.03% | 1,708 | $82K | Add +0.1% |
| CVX Chevron Corp. | 0.02% | 459 | $77K | No change |
| TT Trane Technologies PLC | 0.02% | 226 | $76K | No change |
| ORCL Oracle Corp. | 0.02% | 511 | $71K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.02% | 1,155 | $71K | Reduce -20.6% |
| EVRG Evergy Inc. | 0.02% | 1,000 | $69K | No change |
| HSY The Hershey Co. | 0.02% | 400 | $68K | No change |
| ABT Abbott Laboratories | 0.02% | 479 | $64K | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 643 | $60K | No change |
| NFLX Netflix Inc. | 0.02% | 63 | $59K | No change |
| SAIC Science Applications Inte | 0.02% | 503 | $56K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 320 | $55K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.02% | 929 | $53K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 147 | $51K | No change |
| HRL Hormel Foods Corp. | 0.02% | 1,600 | $50K | No change |
| NSC Norfolk Southern Corp. | 0.01% | 200 | $47K | No change |
| PANW Palo Alto Networks Inc. | 0.01% | 274 | $47K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 87 | $46K | No change |
| COST Costco Wholesale Corp. | 0.01% | 47 | $45K | No change |
| QCOM Qualcomm Inc. | 0.01% | 271 | $42K | No change |
| JNJ Johnson & Johnson | 0.01% | 248 | $41K | No change |
| PNC PNC Financial Services Group | 0.01% | 233 | $41K | No change |
| GEV GE Vernova Inc. | 0.01% | 130 | $40K | No change |
| MO Altria Group Inc. | 0.01% | 650 | $39K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 475 | $39K | Reduce -1.0% |
| AGG iShares Core U.S. Aggregate | 0.01% | 391 | $39K | Add +7.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 194 | $36K | Add +0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| DFAC Dimensional US Core Equity 2 | Reduce -0.6% | 21.98% | −1.41 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.5% | 2.29% | −0.26 |
| DFCF Dimensional Core Fixed Inc. | Reduce -11.7% | 1.86% | −0.22 |
| AAPL Apple Inc. | Reduce -2.4% | 1.34% | −0.22 |
| AVUS Avantis U.S. Equity ETF | Reduce -20.6% | 0.38% | −0.13 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -6.5% | 1.32% | −0.11 |
| DFUV Dimensional US Marketwide Va | Reduce -1.9% | 4.57% | −0.09 |
| AVLV Avantis US Large Cap Value | Reduce -47.9% | 0.04% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -21.8% | 0.07% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -19.4% | 0.07% | −0.03 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| AVSC Avantis US Small Cap Equity | Reduce -18.1% | 0.04% | −0.01 |
| DFAU Dimensional US Core Equity M | Reduce -2.8% | 0.11% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.9% | 0.23% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -6.2% | 0.03% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.1% | 0.16% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -20.6% | 0.02% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -2.5% | 0.23% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Reduce -3.3% | 0.12% | −0.00 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.00 |
| BIO Bio-Rad Laboratories-A | Sold out | 0.00% | −0.00 |
| SMG Scotts Miracle-Gro Co. | Sold out | 0.00% | −0.00 |
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −0.00 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.00 |
| BUSE First Busey Corp. | Reduce -3.1% | 0.00% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -17.5% | 0.00% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.6% | 0.00% | −0.00 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -0.8% | 0.01% | −0.00 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -12.2% | 0.00% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -24.3% | 0.00% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.0% | 0.01% | +0.00 |
| DFAI Dimensional International Co. | Reduce -1.7% | 0.14% | +0.01 |
| DFGR Dim Global Real Estate ETF | Reduce -1.1% | 1.04% | +0.01 |
| DFAX Dimensional World Ex US Core | Reduce -2.1% | 3.80% | +0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| DFGP Dimensional GLBL Core PL Fix | Add +4.5% | 13.15% | +0.60 |
| DFIV Dimensional International Va | Add +2.8% | 4.39% | +0.51 |
| VOO Vanguard S&P 500 ETF | New | 0.50% | +0.50 |
| VTI VG Morningstar TS MKT ETF-US | Add +341.0% | 0.41% | +0.31 |
| DFLV Dim US Large Cap Value ETF | Add +9.1% | 3.06% | +0.28 |
| DFIC Dimensional International Co. | Add +2.1% | 3.41% | +0.27 |
| DFSD Dimensional Short Duration | Add +1.3% | 13.26% | +0.23 |
| DISV Dimensional International SM | Add +2.8% | 1.23% | +0.13 |
| DFAR Dimensional US Real Est ETF | Add +7.3% | 1.33% | +0.11 |
| DFEM Dimensional Emrg MRKT Core | Add +2.7% | 2.40% | +0.07 |
| DFAW Dimensional World Eqty ETF | Add +26.1% | 0.27% | +0.05 |
| BND Vanguard Total Bond Market | Add +17.4% | 0.32% | +0.05 |
| VXUS Vanguard Total Intl Stock | New | 0.05% | +0.05 |
| DFIS Dimensional International SM | Add +0.8% | 0.67% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Add +16.0% | 0.16% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +7.9% | 0.14% | +0.02 |
| DUSB Dimension Ultrashort Fi ETF | Add +1.1% | 1.95% | +0.01 |
| DFSU Dimensional US Sus CORE1 ETF | Add +10.9% | 0.15% | +0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Add +0.8% | 0.08% | +0.00 |
| ABBV Abbvie Inc. | Add +0.2% | 0.03% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +2.7% | 0.08% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 0.08% | +0.00 |
| ABT Abbott Laboratories | Add +0.2% | 0.02% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.16% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.00% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +29.0% | 0.01% | +0.00 |
| MCD McDonald's Corp. | Add +0.4% | 0.03% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +7.7% | 0.01% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +58.4% | 0.00% | +0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +0.8% | 0.25% | +0.00 |
| DFSE Dimensional Em Sus CORE1 ETF | Add +1.3% | 0.04% | +0.00 |
| GBIL Goldman Sachs Access Treasur | Add +24.2% | 0.00% | +0.00 |
| DNP DNP Select Income Fund Inc. | New | 0.00% | +0.00 |
| LRGF iShares US Equity Factor ETF | New | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +0.5% | 0.00% | +0.00 |
| AVDE Avantis International Equity | Add +2.0% | 0.00% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.5% | 0.00% | +0.00 |
| YUMC Yum China Holdings Inc. | Add +0.9% | 0.00% | +0.00 |
| VOTE TCW Transform 500 ETF | Add +3.9% | 0.00% | 0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +9.2% | 0.00% | 0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +6.3% | 0.00% | 0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +3.0% | 0.00% | 0.00 |
| JMSI JPM Sus Municipal Income | New | 0.00% | 0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +4.2% | 0.00% | −0.00 |
| PFE Pfizer Inc. | Add +0.2% | 0.01% | −0.00 |
| VT Vanguard Tot World STK ETF | Add +0.6% | 0.04% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.01% | −0.00 |
| PEP Pepsico Inc. | Add +0.5% | 0.05% | −0.00 |
| WMT Walmart Inc. | Add +0.1% | 0.04% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Add +0.1% | 0.03% | −0.00 |
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 |