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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 Q3 2024 · Filed October 22, 2024 · Accession 0001940678-24-000005

Total Value
$291.3M
Positions
344
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (343)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,154,170$73.9M25.36%
2DIMENSIONAL ETF TRUST25434V864597,050$28.5M9.78%
3DIMENSIONAL ETF TRUST25434V583478,402$26.4M9.05%
4DIMENSIONAL ETF TRUST25434V401274,074$17.0M5.85%
5DIMENSIONAL ETF TRUST25434V724371,893$15.5M5.32%
6DIMENSIONAL ETF TRUST25434V609234,501$13.0M4.48%
7DIMENSIONAL ETF TRUST25434V880457,975$12.4M4.25%
8DIMENSIONAL ETF TRUST25434V807316,813$12.1M4.14%
9DIMENSIONAL ETF TRUST25434V872242,003$10.5M3.59%
10DIMENSIONAL ETF TRUST25434V799352,635$9.9M3.41%
11DIMENSIONAL ETF TRUST25434V666252,259$7.8M2.67%
12DIMENSIONAL ETF TRUST25434V500116,676$7.6M2.60%
13DIMENSIONAL ETF TRUST25434V732253,362$7.1M2.45%
14DIMENSIONAL ETF TRUST25434V591113,177$5.7M1.97%
15APPLE INCAAPL19,827$4.6M1.59%
16VANGUARD CHARLOTTE FDS92203J40791,797$4.6M1.58%
17DIMENSIONAL ETF TRUST25434V823172,811$4.4M1.52%
18DIMENSIONAL ETF TRUST25434V781115,198$3.3M1.15%
19DIMENSIONAL ETF TRUST25434V65899,951$2.9M0.99%
20DIMENSIONAL ETF TRUST25434V77369,015$1.9M0.64%
21AMERICAN CENTY ETF TR02507288516,511$1.6M0.54%
22HOME DEPOT INCHD2,361$956,4770.33%
23SPDR S&P 500 ETF TRSPY1,590$912,0840.31%
24VANGUARD BD INDEX FDS92193783511,564$868,5400.30%
25VANGUARD BD INDEX FDS92203C30316,607$829,3310.28%
26VANGUARD INDEX FDS9229085538,488$826,8720.28%
27MICROSOFT CORPMSFT1,893$814,6600.28%
28VANGUARD SCOTTSDALE FDS92206C10213,411$791,5050.27%
29DIMENSIONAL ETF TRUST25434V6179,957$631,9020.22%
30VANGUARD BD INDEX FDS9219378276,960$547,7080.19%
31DIMENSIONAL ETF TRUST25434V84910,940$531,0280.18%
32DIMENSIONAL ETF TRUST25434V20314,379$456,9660.16%
33DIMENSIONAL ETF TRUST25434V30216,353$448,2360.15%
34DIMENSIONAL ETF TRUST25434V81514,266$439,3870.15%
35JPMORGAN CHASE & CO.VYLD2,027$427,5100.15%
36DIMENSIONAL ETF TRUST25434V71611,386$423,3310.15%
37ALPHABET INCGOOG2,509$416,1290.14%
38VANGUARD TAX-MANAGED FDS9219438587,775$410,5820.14%
39ALPHABET INCGOOG2,388$399,2500.14%
40INVESCO QQQ TRIVZ816$398,2160.14%
41DIMENSIONAL ETF TRUST25434V1049,727$386,0740.13%
42AMERICAN CENTY ETF TR0250726045,332$344,4300.12%
43EXXON MOBIL CORPXOM2,874$336,8470.12%
44VANGUARD INDEX FDS9229087691,076$304,7550.10%
45AMERICAN CENTY ETF TR0250728773,046$292,2650.10%
46MARATHON PETE CORPMARA1,767$287,8620.10%
47VANGUARD INTL EQUITY INDEX F9220428585,672$271,4220.09%
48DIMENSIONAL ETF TRUST25434V6907,184$256,7130.09%
49AMERICAN CENTY ETF TR0250723493,470$228,4300.08%
50PEPSICO INCPEP1,101$187,2910.06%
51UNION PAC CORPUNP735$181,1950.06%
52SPROTT PHYSICAL GOLD & SILVESII7,009$171,6500.06%
53AMERICAN CENTY ETF TR0250723232,947$159,1970.05%
54CATERPILLAR INCCAT384$150,2530.05%
55TELEFONAKTIEBOLAGET LM ERICS29482160819,157$145,2100.05%
56DUKE ENERGY CORP NEWDUKB1,207$139,1670.05%
57BANK AMERICA CORP0605051043,474$137,8420.05%
58BERKSHIRE HATHAWAY INC DELBRK-A288$132,5550.05%
59VANGUARD INTL EQUITY INDEX F9220427421,104$132,0930.05%
60DIMENSIONAL ETF TRUST25434V6823,544$125,5210.04%
61SOUTHERN COSOMN1,329$119,8790.04%
62WALMART INCWMT1,455$117,4990.04%
63ARCHER DANIELS MIDLAND COADM1,953$116,6940.04%
64SELECT SECTOR SPDR TR81369Y803490$110,6220.04%
65C H ROBINSON WORLDWIDE INCCHRW1,000$110,3700.04%
66NVIDIA CORPORATIONNVDA890$108,1010.04%
67FLEXSHARES TRFLEX588$101,4420.03%
68GE AEROSPACE369604301523$98,6270.03%
69BROADCOM INCAVGO564$97,3700.03%
70TRANE TECHNOLOGIES PLCTT226$87,8530.03%
71ABBVIE INCABBV443$87,5480.03%
72PHILIP MORRIS INTL INC718172109718$87,1650.03%
73ORACLE CORPORCL-PD509$86,6980.03%
74MCDONALDS CORPMCD276$83,9620.03%
75AMAZON COM INCAMZN440$81,9850.03%
76CISCO SYS INCCSCO1,455$77,4420.03%
77HERSHEY COHSY400$76,7120.03%
78SCIENCE APPLICATIONS INTL CO808625107503$70,0530.02%
79CHEVRON CORP NEWCVX459$67,5970.02%
80EVERGY INCEVRG1,000$62,0100.02%
81ISHARES TR464287309643$61,5670.02%
82BLACKSTONE INCBX375$57,4240.02%
83VANGUARD INDEX FDS922908744320$55,8480.02%
84ABBOTT LABSABLZF477$54,4300.02%
85AMERICAN CENTY ETF TR025072364929$52,1540.02%
86UNITEDHEALTH GROUP INCUNH87$51,1500.02%
87HORMEL FOODS CORPHRL1,600$50,7200.02%
88NORFOLK SOUTHN CORP655844108200$49,6280.02%
89PALO ALTO NETWORKS INCPANW137$46,8270.02%
90QUALCOMM INCQCOM271$46,1400.02%
91NETFLIX INCNFLX63$44,6840.02%
92PNC FINL SVCS GROUP INC693475105233$43,0790.01%
93INTEL CORPINTC1,798$42,1810.01%
94COSTCO WHSL CORP NEW22160K10547$41,8510.01%
95GALLAGHER ARTHUR J & CO363576109147$41,3610.01%
96MERCK & CO INCMRK354$40,2550.01%
97JOHNSON & JOHNSONJNJ248$40,1290.01%
98VANGUARD INDEX FDS922908611194$38,9770.01%
99ISHARES TR46435G516455$38,2860.01%
100MONDELEZ INTL INC609207105517$38,0820.01%
101BRUNSWICK CORPBC-PC433$36,2940.01%
102ISHARES TR464287226351$35,5440.01%
103PROCTER AND GAMBLE CO742718109196$34,0100.01%
104META PLATFORMS INCMETA58$33,2150.01%
105ALTRIA GROUP INCMO650$33,1760.01%
106GE VERNOVA INCGEV130$33,1470.01%
107SALESFORCE INCCRM113$30,9290.01%
108ISHARES TR464288885286$30,7880.01%
109DIMENSIONAL ETF TRUST25434V674562$29,8820.01%
110PFIZER INCPFE1,013$29,3180.01%
111SPDR SER TR78464A854426$28,7420.01%
112ISHARES TR464288414259$28,1230.01%
113FEDEX CORPFDX100$27,3680.01%
114BOEING COBA-PA180$27,3670.01%
115CONOCOPHILLIPSCOP250$26,3200.01%
116YUM BRANDS INCYUM188$26,3170.01%
117SPDR S&P MIDCAP 400 ETF TRMDY46$26,2040.01%
118BP PLCBPPFF823$25,8340.01%
119ZOETIS INCZTS131$25,6060.01%
120PHILLIPS 66PSX190$24,9760.01%
121AMERICAN EXPRESS COAXP90$24,4080.01%
122COCA COLA COKO336$24,1580.01%
123MORGAN STANLEYMS-PQ221$23,0370.01%
124MASTERCARD INCORPORATEDMA46$22,7150.01%
125MARRIOTT INTL INC NEW57190320290$22,3740.01%
126INTERNATIONAL BUSINESS MACHSINTR100$22,1080.01%
127ISHARES TR46428765599$21,8680.01%
128ISHARES TR464288877371$21,3440.01%
129GE HEALTHCARE TECHNOLOGIES IGEHC225$21,1160.01%
130CORNING INCGLW444$20,0470.01%
131LENNAR CORPLEN-B105$19,6850.01%
132INGERSOLL RAND INCIR199$19,5340.01%
133AMERICAN TOWER CORP NEW03027X10081$18,8370.01%
134SHERWIN WILLIAMS COSHW49$18,8240.01%
135AIR PRODS & CHEMS INCAIIR61$18,1620.01%
136ISHARES TR46428740890$17,7450.01%
137LOWES COS INC54866110765$17,6050.01%
138DUPONT DE NEMOURS INCDD189$16,8420.01%
139ISHARES TR464287176152$16,8270.01%
140COMCAST CORP NEWCCZ400$16,7080.01%
141RTX CORPORATIONRTX136$16,4780.01%
142HOWMET AEROSPACE INCHWM159$15,9400.01%
143SPDR SER TR78464A656602$15,8210.01%
144ISHARES TR464287606172$15,8120.01%
145NIKE INCNKE178$15,7350.01%
146FIRST MID ILL BANCSHARES INC320866106396$15,4170.01%
147THERMO FISHER SCIENTIFIC INCTMO23$14,2270.00%
148ISHARES TR464287796306$14,1800.00%
149FIDELITY COMWLTH TR315912808198$14,1770.00%
150SYSCO CORPSYY177$13,8170.00%
151DISNEY WALT CO254687106140$13,4670.00%
152ISHARES TR464288679122$13,4600.00%
153FIRST BUSEY CORPBUSEP509$13,2420.00%
154ISHARES TR464287465150$12,5450.00%
155DANAHER CORPORATION23585110245$12,5110.00%
156UNITED PARCEL SERVICE INCUPS90$12,2710.00%
157ISHARES TR46435G42596$12,1140.00%
158US BANCORP DELUSB-PS264$12,0730.00%
159PACCAR INCPCAR120$11,8420.00%
160MOLSON COORS BEVERAGE COTAP-A201$11,5620.00%
161CONSTELLATION ENERGY CORPCEG44$11,4410.00%
162TESLA INCTSLA42$10,9880.00%
163LINDE PLCLIN23$10,9680.00%
164CONSTELLATION BRANDS INCSTZ42$10,8230.00%
165INVESCO EXCHANGE TRADED FD TIVZ272$10,6810.00%
166IQVIA HLDGS INCIQV45$10,6640.00%
167VANGUARD INDEX FDS92290875145$10,5970.00%
168INTERCONTINENTAL EXCHANGE IN45866F10465$10,4420.00%
169AMEREN CORPAEE119$10,3800.00%
170ADOBE INCADBE20$10,3560.00%
171ALLEGION PLCALLE71$10,3480.00%
172GENERAL DYNAMICS CORPGD33$9,9730.00%
173PRUDENTIAL FINL INCPUKPF82$9,9300.00%
174WISDOMTREE TRWT159$9,9120.00%
175SPDR SER TR78464A847180$9,8530.00%
176PRICE T ROWE GROUP INCTROW87$9,4770.00%
177GOLDMAN SACHS ETF TRNVGLF91$9,1510.00%
178WASTE MGMT INC DEL94106L10944$9,0700.00%
179VERIZON COMMUNICATIONS INCVZ200$8,9830.00%
180D R HORTON INC23331A10947$8,9660.00%
181AFLAC INCAFL78$8,7200.00%
182CORTEVA INCCTVA148$8,7010.00%
183NOVAGOLD RES INC66987E2062,100$8,6100.00%
184WISDOMTREE TRWT163$8,5980.00%
185ISHARES TR46428828189$8,3510.00%
186CSX CORPCSX239$8,2530.00%
187SPDR SER TR78468R853173$7,8550.00%
188VANGUARD INTL EQUITY INDEX F92204271862$7,8400.00%
189SELECT SECTOR SPDR TR81369Y70457$7,7200.00%
190SMUCKER J M CO83269640563$7,6290.00%
191ISHARES TR46428770561$7,5410.00%
192ISHARES TR46428780463$7,3680.00%
193AT&T INCT-PC334$7,3420.00%
194DOW INCDOW133$7,2660.00%
195PROGRESSIVE CORP74331510327$6,8520.00%
196APPLIED MATLS INC03822210533$6,6680.00%
197ISHARES TR46429B74763$6,3710.00%
198HP INCHPQ176$6,3130.00%
199REPUBLIC SVCS INC76075910031$6,2260.00%
200AMGEN INCAMGN19$6,1220.00%
201CBRE GROUP INCCBRE49$6,1000.00%
202EATON CORP PLCETN18$5,9660.00%
203FIRSTENERGY CORPFE133$5,8990.00%
204STARBUCKS CORPSBUX60$5,8490.00%
205EASTMAN CHEM COEMN52$5,8210.00%
206ILLINOIS TOOL WKS INC45230810922$5,7660.00%
207KRAFT HEINZ COKHC159$5,5730.00%
208CHUBB LIMITEDCB19$5,4790.00%
209J P MORGAN EXCHANGE TRADED F46641Q837106$5,3980.00%
210RAPID7 INCRPD135$5,3850.00%
211MARSH & MCLENNAN COS INC57174810224$5,3540.00%
212REGIONS FINANCIAL CORP NEWRF-PF226$5,2680.00%
213GRAINGER W W INC3848021045$5,1940.00%
214DIAGEO PLCDGEAF37$5,1930.00%
215EXELON CORPEXC127$5,1500.00%
216AMERICA MOVIL SAB DE CVAMXOF312$5,1040.00%
217YUM CHINA HLDGS INCYUMC111$5,0150.00%
218VANGUARD INDEX FDS92290851230$4,9880.00%
219LAM RESEARCH CORPLRCX6$4,8960.00%
220BLACKROCK INCBLK5$4,7480.00%
221FACTSET RESH SYS INC30307510510$4,5990.00%
222HOULIHAN LOKEY INCHLI29$4,5830.00%
223L3HARRIS TECHNOLOGIES INCLHX19$4,5200.00%
224VANGUARD WHITEHALL FDS92194640635$4,4870.00%
225AMERICAN CENTY ETF TR02507270367$4,4830.00%
226KEYSIGHT TECHNOLOGIES INCKEYS27$4,2910.00%
227ALLSTATE CORPALL-PJ22$4,1720.00%
228ANSYS INC03662Q10513$4,1420.00%
229STIFEL FINL CORP86063010243$4,0380.00%
230ELANCO ANIMAL HEALTH INCELAN271$3,9810.00%
231NEXTERA ENERGY INCNEE-PW47$3,9730.00%
232DOVER CORPDOV20$3,8350.00%
233ADVANCED MICRO DEVICES INCAMD23$3,7740.00%
234AGILENT TECHNOLOGIES INCA25$3,7120.00%
235RAYMOND JAMES FINL INC75473010930$3,6740.00%
236WOODWARD INCWWD21$3,6020.00%
237HEWLETT PACKARD ENTERPRISE CHPE-PC176$3,6010.00%
238ELI LILLY & COLLY4$3,5440.00%
239OLD REP INTL CORP680223104100$3,5420.00%
240TJX COS INC NEW87254010930$3,5260.00%
241EMERSON ELEC COEMR32$3,5000.00%
242SNAP ON INCSNA12$3,4770.00%
243CENCORA INCCOR15$3,3760.00%
244DTE ENERGY CODTK26$3,3390.00%
245MEDTRONIC PLCMDT37$3,3310.00%
246SCOTTS MIRACLE-GRO COSMG38$3,2950.00%
247WEC ENERGY GROUP INCWEC34$3,2700.00%
248AIR LEASE CORPAIIR72$3,2610.00%
249AMERICAN CENTY ETF TR02507223242$3,1030.00%
250KEYCORP493267108184$3,0820.00%
251CMS ENERGY CORPCMS-PC43$3,0370.00%
252SKYWORKS SOLUTIONS INCSWKS30$2,9630.00%
253LABCORP HOLDINGS INCLH13$2,9050.00%
254BOSTON BEER INCSAM10$2,8910.00%
255ISHARES INC46434G86377$2,7860.00%
256BIO RAD LABS INC0905722078$2,6770.00%
257GATX CORPGATX20$2,6490.00%
258NORTHROP GRUMMAN CORPNOC5$2,6400.00%
259SCHWAB CHARLES CORPSCHW-PJ40$2,5920.00%
260COTERRA ENERGY INCCTRA106$2,5390.00%
261SYNOPSYS INCSNPS5$2,5320.00%
262AMERICAN WTR WKS CO INC NEW03042010316$2,3400.00%
263ISHARES INC46434G88946$2,2980.00%
264HEXCEL CORP NEW42829110837$2,2880.00%
265ACCENTURE PLC IRELANDACN6$2,1210.00%
266SEALED AIR CORP NEWSE57$2,0690.00%
267CDW CORPCDW9$2,0370.00%
268FARMLAND PARTNERS INCFPI193$2,0170.00%
269SPIRIT AEROSYSTEMS HLDGS INC84857410962$2,0160.00%
270ISHARES TR46435G40968$1,9990.00%
271MCKESSON CORPMCK4$1,9780.00%
272LA Z BOY INCLZB46$1,9740.00%
273INTUITINTU3$1,8630.00%
274CARNIVAL CORPCUKPF100$1,8480.00%
275VANGUARD MALVERN FDS92202080537$1,8470.00%
276SERVICENOW INCNOW2$1,7890.00%
277THE CIGNA GROUP1255231005$1,7320.00%
278VERALTO CORPVLTO15$1,6780.00%
279DEERE & CODE4$1,6690.00%
280CINTAS CORPCTAS8$1,6470.00%
281FLEXSHARES TRFLEX68$1,6390.00%
282AMERICAN CENTY ETF TR02507280223$1,6250.00%
283KLA CORPKLAC2$1,5490.00%
284AVERY DENNISON CORPAVY7$1,5450.00%
285ISHARES TR46435G19364$1,5320.00%
286TCW ETF TRUST29287L10621$1,4400.00%
287TRANSDIGM GROUP INCTDG1$1,4270.00%
288SCHWAB STRATEGIC TR80852484759$1,3650.00%
289CAPITAL ONE FINL CORP14040H1059$1,3480.00%
290PAYCHEX INCPAYX10$1,3420.00%
291AMERICAN INTL GROUP INC02687478418$1,3180.00%
292CITIGROUP INCC-PR20$1,2520.00%
293TOYOTA MOTOR CORPTOYOF7$1,2500.00%
294FREEPORT-MCMORAN INCFCX24$1,1980.00%
295MSCI INCMSCI2$1,1660.00%
296ANALOG DEVICES INCADI5$1,1510.00%
297ISHARES TR46435U66327$1,1430.00%
298AMERICAN CENTY ETF TR02507237221$1,0950.00%
299REGENERON PHARMACEUTICALSREGN1$1,0510.00%
300DT MIDSTREAM INCDTM13$1,0230.00%
301CRACKER BARREL OLD CTRY STOR22410J10622$9980.00%
302DISCOVER FINL SVCS2547091087$9820.00%
303AMERIPRISE FINL INC03076C1062$9400.00%
304FORTINET INCFTNT12$9310.00%
305PARAMOUNT GLOBAL92556H20686$9130.00%
306WELLTOWER INCWELL7$8960.00%
307TRACTOR SUPPLY COTSCO3$8730.00%
308TERADATA CORP DELTDC28$8500.00%
309ISHARES TR46435U54916$7730.00%
310FORD MTR CO34537086071$7500.00%
311NISOURCE INCNI21$7280.00%
312IRON MTN INC DEL46284V1016$7130.00%
313ROYAL CARIBBEAN GROUPV7780T1034$7090.00%
314SYNCHRONY FINANCIALSYF-PB12$5990.00%
315METLIFE INCMET-PF7$5770.00%
316FIFTH THIRD BANCORPFITBM12$5140.00%
317WARNER BROS DISCOVERY INCWBD59$4870.00%
318OBSIDIAN ENERGY LTDOBE85$4710.00%
319VERTEX PHARMACEUTICALS INCVRTX1$4650.00%
320KYNDRYL HLDGS INCKD20$4600.00%
321MOTOROLA SOLUTIONS INCMSI1$4500.00%
322PULTE GROUP INC7458671013$4310.00%
323V F CORPVFC20$3990.00%
324NCR ATLEOS CORPORATIONNATL14$3990.00%
325MGM RESORTS INTERNATIONALMGM10$3910.00%
326ORGANON & COOGN20$3830.00%
327NCR VOYIX CORPORATIONNCRRP28$3800.00%
328LENNAR CORPLEN-B2$3460.00%
329PRINCIPAL FINANCIAL GROUP INPFG4$3440.00%
330VIATRIS INCVTRS24$2790.00%
331ISHARES TR46432F8424$2750.00%
332NRG ENERGY INCNRG3$2730.00%
333CADENCE DESIGN SYSTEM INCCDNS1$2710.00%
334VERISK ANALYTICS INCVRSK1$2680.00%
335ALEXANDRIA REAL ESTATE EQ IN0152711092$2380.00%
336INSULET CORPPODD1$2330.00%
337COPART INCCPRT3$1570.00%
338LAMB WESTON HLDGS INCLW2$1290.00%
339ISHARES TR4642871501$1240.00%
340UNUM GROUPUNMA2$1190.00%
341SPDR SER TR78468R7212$910.00%
342VANGUARD SCOTTSDALE FDS92206C5651$710.00%
343KIMCO RLTY CORP49446R1091$230.00%