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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ruedi Wealth Management, Inc.

Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0001940678-23-000002

Total Value
$155.6M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,960,188$49.9M32.09%
2DIMENSIONAL ETF TRUST25434V724427,987$14.3M9.21%
3DIMENSIONAL ETF TRUST25434V401269,213$12.0M7.68%
4DIMENSIONAL ETF TRUST25434V872277,371$11.8M7.57%
5DIMENSIONAL ETF TRUST25434V609199,724$8.9M5.71%
6DIMENSIONAL ETF TRUST25434V880364,635$8.4M5.40%
7DIMENSIONAL ETF TRUST25434V807209,669$6.8M4.34%
8DIMENSIONAL ETF TRUST25434V50092,371$4.9M3.13%
9DIMENSIONAL ETF TRUST25434V799196,810$4.7M3.04%
10VANGUARD CHARLOTTE FDS92203J40769,441$3.4M2.18%
11APPLE INCAAPL19,971$3.3M2.12%
12DIMENSIONAL ETF TRUST25434V732104,505$2.5M1.58%
13DIMENSIONAL ETF TRUST25434V86452,405$2.4M1.57%
14DIMENSIONAL ETF TRUST25434V823101,026$2.2M1.39%
15AMERICAN CENTY ETF TR02507288526,672$1.9M1.21%
16VANGUARD INTL EQUITY INDEX F92204274215,415$1.4M0.91%
17DIMENSIONAL ETF TRUST25434V78153,727$1.3M0.82%
18VANGUARD BD INDEX FDS92203C30315,434$759,9880.49%
19SPDR S&P 500 ETF TRSPY1,744$713,7750.46%
20HOME DEPOT INCHD2,300$678,8370.44%
21VANGUARD BD INDEX FDS9219378357,786$574,8420.37%
22DIMENSIONAL ETF TRUST25434V30222,710$522,7890.34%
23DIMENSIONAL ETF TRUST25434V77322,143$509,0760.33%
24VANGUARD SCOTTSDALE FDS92206C1028,601$503,5110.32%
25MICROSOFT CORPMSFT1,731$499,0400.32%
26DIMENSIONAL ETF TRUST25434V20317,803$479,7940.31%
27VANGUARD INDEX FDS9229085535,517$458,1330.29%
28DIMENSIONAL ETF TRUST25434V81517,388$433,4730.28%
29VANGUARD BD INDEX FDS9219378275,515$421,8160.27%
30VANGUARD TAX-MANAGED FDS9219438587,454$336,6890.22%
31EXXON MOBIL CORPXOM3,004$329,3780.21%
32DIMENSIONAL ETF TRUST25434V10410,359$298,0240.19%
33DIMENSIONAL ETF TRUST25434V71611,189$297,8510.19%
34AMERICAN CENTY ETF TR0250726045,608$296,5930.19%
35JPMORGAN CHASE & COVYLD2,210$287,9690.19%
36ALPHABET INCGOOG2,460$255,8400.16%
37INVESCO QQQ TRIVZ783$251,2550.16%
38VANGUARD INTL EQUITY INDEX F9220428586,075$245,4210.16%
39VANGUARD INDEX FDS9229087691,142$233,0810.15%
40PEPSICO INCPEP1,251$228,0530.15%
41ALPHABET INCGOOG2,120$219,9080.14%
42ERICSSON29482160828,037$164,0160.11%
43ARCHER DANIELS MIDLAND COADM1,950$155,3200.10%
44UNION PAC CORPUNP735$147,9520.10%
45ISHARES TR464287200342$140,5890.09%
46ORACLE CORPORCL-PD1,495$138,9420.09%
47AMERICAN CENTY ETF TR0250728771,787$132,3210.09%
48VANGUARD WHITEHALL FDS9219464061,135$119,7430.08%
49DUKE ENERGY CORP NEWDUKB1,207$116,4390.07%
50BERKSHIRE HATHAWAY INC DELBRK-A363$112,0840.07%
51WALMART INCWMT744$109,7030.07%
52DIMENSIONAL ETF TRUST25434V6584,445$109,1160.07%
53HERSHEY COHSY400$101,7640.07%
54ISHARES U S ETF TR46431W8382,000$99,9200.06%
55C H ROBINSON WORLDWIDE INCCHRW1,000$99,3700.06%
56SELECT SECTOR SPDR TR81369Y803643$97,0370.06%
57SOUTHERN COSOMN1,329$92,4950.06%
58AMERICAN CENTY ETF TR0250723491,809$92,4580.06%
59MCDONALDS CORPMCD322$90,0780.06%
60DEERE & CODE207$85,4660.05%
61BANK AMERICA CORP0605051042,976$85,1090.05%
62ISHARES TR46435G425936$84,6520.05%
63FLEXSHARES TRFLEX595$78,5910.05%
64CATERPILLAR INCCAT319$73,0370.05%
65ABBVIE INCABBV439$69,9630.04%
66CHEVRON CORP NEWCVX426$69,5060.04%
67PFIZER INCPFE1,685$68,7480.04%
68FIRST BUSEY CORPBUSEP3,300$67,1230.04%
69ISHARES TR46434V6131,424$65,7180.04%
70HORMEL FOODS CORPHRL1,600$63,8080.04%
71VANGUARD INDEX FDS922908744461$63,6250.04%
72PHILIP MORRIS INTL INC718172109650$63,2130.04%
73EVERGY INCEVRG1,000$61,1200.04%
74CISCO SYS INCCSCO1,161$60,7090.04%
75UNITEDHEALTH GROUP INCUNH121$57,2170.04%
76AAON INCAAON563$54,4360.03%
77SCIENCE APPLICATIONS INTL CO808625107503$54,0520.03%
78NORFOLK SOUTHN CORP655844108239$50,6060.03%
79INTEL CORPINTC1,528$49,9200.03%
80AMAZON COM INCAMZN480$49,5790.03%
81LEIDOS HOLDINGS INCLDOS532$48,9760.03%
82VANGUARD WORLD FD921910873330$47,2360.03%
83DOMINION ENERGY INCD803$44,8960.03%
84AMERICAN CENTY ETF TR025072364929$44,7690.03%
85PUTNAM MANAGED MUN INCOME TR7468231037,164$43,9150.03%
86META PLATFORMS INCMETA207$43,8720.03%
87ABBOTT LABSABLZF429$43,4530.03%
88MASTERCARD INCORPORATEDMA117$42,5190.03%
89VANGUARD INDEX FDS922908611257$40,7450.03%
90TRANE TECHNOLOGIES PLCTT221$40,6600.03%
91WASTE MGMT INC DEL94106L109246$40,1670.03%
92NETFLIX INCNFLX116$40,0760.03%
93SPROTT PHYSICAL GOLD & SILVESII2,009$37,9900.02%
94ISHARES TR464288877780$37,8530.02%
95BRUNSWICK CORPBC-PC433$35,5060.02%
96TYLER TECHNOLOGIES INCTYL97$34,4000.02%
97MONDELEZ INTL INC609207105474$33,0470.02%
98BLACKSTONE INCBX375$32,9400.02%
99LOWES COS INC548661107161$32,1950.02%
100QUALCOMM INCQCOM251$32,0650.02%
101NIKE INCNKE260$31,8860.02%
102SCHWAB STRATEGIC TR808524102654$31,2940.02%
103BP PLCBPPFF824$31,2630.02%
104STARBUCKS CORPSBUX298$31,0310.02%
105SHERWIN WILLIAMS COSHW135$30,3440.02%
106ISHARES TR464287721321$29,7920.02%
107PNC FINL SVCS GROUP INC693475105233$29,6200.02%
108ISHARES TR46434V621590$29,4940.02%
109ISHARES TR464288885312$29,2280.02%
110ALTRIA GROUP INCMO650$29,0030.02%
111COCA COLA COKO461$28,6070.02%
112JOHNSON & JOHNSONJNJ184$28,4430.02%
113ORMAT TECHNOLOGIES INCORA324$27,4650.02%
114POOL CORPPOOL80$27,3950.02%
115CALIFORNIA WTR SVC GROUP130788102450$26,1900.02%
116ISHARES INC464286533455$24,8290.02%
117SBA COMMUNICATIONS CORP NEWSBAC95$24,8020.02%
118ISHARES TR464288588255$24,1560.02%
119ISHARES TR464287226231$23,0150.01%
120FEDEX CORPFDX100$22,8490.01%
121MASCO CORPMAS456$22,6720.01%
122MOTOROLA SOLUTIONS INCMSI79$22,4840.01%
123BOEING COBA-PA98$20,8180.01%
124SCHWAB CHARLES CORPSCHW-PJ396$20,7420.01%
125ESSENTIAL UTILS INC29670G102444$19,3810.01%
126AMGEN INCAMGN76$18,3730.01%
127ISHARES TR464287796416$18,2000.01%
128ISHARES TR464288414158$17,0490.01%
129ISHARES TR464287176148$16,3170.01%
130SPDR SER TR78464A656602$16,0550.01%
131BROADCOM INCAVGO25$16,0390.01%
132CORNING INCGLW444$15,6640.01%
133L3HARRIS TECHNOLOGIES INCLHX78$15,3070.01%
134VANGUARD INDEX FDS922908512114$15,2910.01%
135ISHARES TR46434V407348$14,5050.01%
136EQUIFAX INCEFX69$13,9960.01%
137COSTCO WHSL CORP NEW22160K10528$13,9300.01%
138PROCTER AND GAMBLE CO74271810992$13,7420.01%
139YUM BRANDS INCYUM103$13,5770.01%
140NVIDIA CORPORATIONNVDA48$13,3340.01%
141NOVAGOLD RES INC66987E2062,100$13,0620.01%
142DIREXION SHS ETF TR25459W847405$13,0450.01%
143ISHARES TR464288679117$12,8810.01%
144COMCAST CORP NEWCCZ326$12,3590.01%
145ISHARES TR464288653107$12,2560.01%
146MERCK & CO INCMRK111$11,8610.01%
147METLIFE INCMET-PF200$11,5880.01%
148INGERSOLL RAND INCIR195$11,3450.01%
149ISHARES TR464288281129$11,1070.01%
150ENCOMPASS HEALTH CORPEHC202$10,9280.01%
151FIRST MID ILL BANCSHARES INC320866106396$10,7850.01%
152CHARLES RIV LABS INTL INC15986410753$10,6960.01%
153VANECK ETF TRUST92189F50287$10,5710.01%
154LENNAR CORPLEN-B100$10,5110.01%
155SYSCO CORPSYY134$10,3490.01%
156AMEREN CORPAEE119$10,2530.01%
157PROSHARES TR74347X864264$10,1820.01%
158SMUCKER J M CO83269640563$9,9140.01%
159ISHARES TR46429B267424$9,9130.01%
160ISHARES TR46429B697133$9,6740.01%
161FIDELITY COMWLTH TR315912808200$9,5900.01%
162DUPONT DE NEMOURS INCDD133$9,5450.01%
163ISHARES TR46432F39666$9,1770.01%
164TESLA INCTSLA42$8,7130.01%
165AT&T INCT-PC446$8,5800.01%
166INVESCO VALUE MUN INCOME TRIVZ691$8,4300.01%
167VANGUARD INDEX FDS92290875144$8,3040.01%
168CORTEVA INCCTVA133$8,0210.01%
169ISHARES TR46435G516110$7,8810.01%
170ADOBE SYSTEMS INCORPORATEDADBE20$7,7070.00%
171VIAVI SOLUTIONS INCVIAV700$7,5810.00%
172ALLEGION PLCALLE71$7,5780.00%
173LUMENTUM HLDGS INCLITE140$7,5610.00%
174DOW INCDOW133$7,2910.00%
175ISHARES TR46428780475$7,2530.00%
176SANMINA CORPORATIONSANM118$7,1970.00%
177ZOETIS INCZTS43$7,1570.00%
178COGENT COMMUNICATIONS HLDGSCCOI109$6,9450.00%
179VANGUARD INTL EQUITY INDEX F92204271864$6,9380.00%
180PRUDENTIAL FINL INCPUKPF83$6,8670.00%
181ABRDN PALLADIUM ETF TRUSTPALL50$6,7520.00%
182DIAGEO PLCDGEAF37$6,7040.00%
183AMERICA MOVIL SAB DE CVAMXOF312$6,5680.00%
184KRAFT HEINZ COKHC158$6,1100.00%
185GENERAL ELECTRIC CO36960430163$6,0570.00%
186EXCHANGE TRADED CONCEPTS TR301505707102$5,5670.00%
187FIRSTENERGY CORPFE133$5,3280.00%
188EXELON CORPEXC127$5,3200.00%
189HP INCHPQ176$5,1660.00%
190DORMAN PRODS INC25827810059$5,0890.00%
191ISHARES TR46435G10269$5,0110.00%
192VERIZON COMMUNICATIONS INCVZ127$4,9390.00%
193ISHARES TR46435U713131$4,8890.00%
194CUMMINS INCCMI20$4,7780.00%
195ISHARES U S ETF TR46431W853171$4,6220.00%
196DANAHER CORPORATION23585110218$4,5370.00%
197YELP INCYELP143$4,3900.00%
198EASTMAN CHEM COEMN52$4,3850.00%
199TOYOTA MOTOR CORPTOYOF29$4,1090.00%
200ISHARES TR46434V28293$3,8500.00%
201REGIONS FINANCIAL CORP NEWRF-PF206$3,8200.00%
202VANGUARD MALVERN FDS92202080573$3,4700.00%
203ORLA MNG LTD NEW68634K106715$3,3960.00%
204PUTNAM MUN OPPORTUNITIES TR746922103323$3,3460.00%
205CSX CORPCSX111$3,3230.00%
206CONSTELLATION ENERGY CORPCEG42$3,2970.00%
207BOSTON BEER INCSAM10$3,2870.00%
208GOLDMAN SACHS ETF TRNVGLF32$3,2320.00%
209ISHARES TR464288224158$3,1250.00%
210ISHARES TR46428765516$2,8540.00%
211DTE ENERGY CODTK26$2,8480.00%
212INVESCO EXCH TRADED FD TR IIIVZ57$2,8420.00%
213ISHARES TR46428730944$2,8110.00%
214HEWLETT PACKARD ENTERPRISE CHPE-PC176$2,8040.00%
215CRACKER BARREL OLD CTRY STOR22410J10622$2,5000.00%
216OLD REP INTL CORP680223104100$2,4970.00%
217INVESCO QUALITY MUN INCOME TIVZ241$2,4050.00%
218AMERICAN WTR WKS CO INC NEW03042010316$2,3440.00%
219ISHARES TR46429B74722$2,2210.00%
220NOVARTIS AGNVSEF23$2,1160.00%
221FARMLAND PARTNERS INCFPI193$2,0650.00%
222AMERICAN CENTY ETF TR02507280235$2,0470.00%
223ISHARES INC46434G86363$1,9950.00%
224PARAMOUNT GLOBAL92556H20686$1,9190.00%
225ISHARES TR46435G40973$1,8060.00%
226YUM CHINA HLDGS INCYUMC28$1,7750.00%
227GE HEALTHCARE TECHNOLOGIES IGEHC21$1,7230.00%
228WARNER BROS DISCOVERY INCWBD107$1,6160.00%
229LA Z BOY INCLZB46$1,3370.00%
230DIMENSIONAL ETF TRUST25434V74056$1,3090.00%
231THE CIGNA GROUP1255231005$1,2780.00%
232ISHARES INC46434G85550$1,2590.00%
233TERADATA CORP DELTDC28$1,1280.00%
234GABELLI GLOBAL SMALL & MID CGGZ89$1,0360.00%
235VANGUARD SCOTTSDALE FDS92206C56515$1,0100.00%
236ENGINE NO 1 ETF TRUST29287L10621$9900.00%
237DIMENSIONAL ETF TRUST25434V66633$8110.00%
238J P MORGAN EXCHANGE TRADED F46641Q83715$7760.00%
239VIATRIS INCVTRS75$7220.00%
240ISHARES TR46435U66320$6670.00%
241NCR CORP NEWNCRRP28$6610.00%
242DT MIDSTREAM INCDTM13$6420.00%
243NISOURCE INCNI21$5870.00%
244ISHARES TR46435G19325$5640.00%
245V F CORPVFC20$4580.00%
246ISHARES TR4642885215$2730.00%
247ORGANON & COOGN11$2590.00%
248ISHARES TR46432F8424$2470.00%
249WABTEC9297401082$2020.00%
250LENNAR CORPLEN-B2$1790.00%
251VANGUARD SPECIALIZED FUNDS9219088441$1540.00%
252SCHWAB STRATEGIC TR8085248053$1140.00%
253ISHARES TR4642871501$1050.00%
254SCHWAB STRATEGIC TR8085248474$720.00%
255ISHARES INC46434G8891$500.00%
256VANGUARD WORLD FDS92204A7020$420.00%
257AMERICAN CENTY ETF TR0250727031$340.00%
258SPDR SER TR78468R7211$320.00%
259SPDR INDEX SHS FDS78463X5090$90.00%
260ISHARES INC46434G1030$80.00%
261VANGUARD WHITEHALL FDS9219468850$60.00%
262SPDR SER TR78464A5080$40.00%
263ISHARES TR4642876300$30.00%
264ISHARES TR4642874730$30.00%