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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 Q1 2025 · Filed April 23, 2025 · Accession 0001940678-25-000001

Total Value
$319.6M
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,129,216$70.2M21.98%
2DIMENSIONAL ETF TRUST25434V864891,971$42.4M13.26%
3DIMENSIONAL ETF TRUST25434V583786,263$42.0M13.15%
4DIMENSIONAL ETF TRUST25434V401288,903$17.5M5.47%
5DIMENSIONAL ETF TRUST25434V724354,670$14.6M4.57%
6DIMENSIONAL ETF TRUST25434V807356,780$14.0M4.39%
7DIMENSIONAL ETF TRUST25434V609254,385$13.1M4.10%
8DIMENSIONAL ETF TRUST25434V880462,935$12.1M3.80%
9DIMENSIONAL ETF TRUST25434V799391,860$10.9M3.41%
10DIMENSIONAL ETF TRUST25434V666319,777$9.8M3.06%
11DIMENSIONAL ETF TRUST25434V732290,032$7.7M2.40%
12DIMENSIONAL ETF TRUST25434V500122,695$7.3M2.29%
13DIMENSIONAL ETF TRUST25434V591123,043$6.2M1.95%
14DIMENSIONAL ETF TRUST25434V872141,474$6.0M1.86%
15APPLE INCAAPL19,287$4.3M1.34%
16DIMENSIONAL ETF TRUST25434V823178,557$4.2M1.33%
17VANGUARD CHARLOTTE FDS92203J40786,705$4.2M1.32%
18DIMENSIONAL ETF TRUST25434V781135,246$3.9M1.23%
19DIMENSIONAL ETF TRUST25434V658126,152$3.3M1.04%
20DIMENSIONAL ETF TRUST25434V77382,498$2.1M0.67%
21VANGUARD INDEX FDS9229083633,098$1.6M0.50%
22VANGUARD INDEX FDS9229087694,723$1.3M0.41%
23AMERICAN CENTY ETF TR02507288513,053$1.2M0.38%
24VANGUARD BD INDEX FDS92193783513,779$1.0M0.32%
25DIMENSIONAL ETF TRUST25434V61714,166$868,0930.27%
26HOME DEPOT INCHD2,363$865,9140.27%
27SPDR S&P 500 ETF TRSPY1,527$854,2510.27%
28VANGUARD BD INDEX FDS92203C30316,082$801,7830.25%
29VANGUARD INDEX FDS9229085538,245$746,5300.23%
30VANGUARD SCOTTSDALE FDS92206C10212,434$729,7500.23%
31MICROSOFT CORPMSFT1,914$718,3420.22%
32VANGUARD BD INDEX FDS9219378276,730$526,7960.16%
33AMERICAN CENTY ETF TR0250726048,544$514,0790.16%
34JPMORGAN CHASE & CO.VYLD2,069$507,4400.16%
35DIMENSIONAL ETF TRUST25434V71613,667$489,4150.15%
36DIMENSIONAL ETF TRUST25434V20314,301$446,6210.14%
37VANGUARD TAX-MANAGED FDS9219438588,738$444,1510.14%
38DIMENSIONAL ETF TRUST25434V81514,380$404,7970.13%
39DIMENSIONAL ETF TRUST25434V30215,275$395,4750.12%
40ALPHABET INCGOOG2,509$388,0020.12%
41ALPHABET INCGOOG2,388$373,0770.12%
42DIMENSIONAL ETF TRUST25434V1049,462$363,7080.11%
43EXXON MOBIL CORPXOM2,874$341,7610.11%
44VANGUARD INTL EQUITY INDEX F9220428585,960$269,7620.08%
45MARATHON PETE CORPMARA1,789$260,6810.08%
46DIMENSIONAL ETF TRUST25434V6907,249$252,9230.08%
47INVESCO QQQ TRIVZ505$236,8310.07%
48AMERICAN CENTY ETF TR0250728772,439$212,6500.07%
49SPROTT PHYSICAL GOLD & SILVESII7,009$199,1260.06%
50UNION PAC CORPUNP735$173,6670.05%
51PEPSICO INCPEP1,107$165,9720.05%
52BERKSHIRE HATHAWAY INC DELBRK-A288$153,3830.05%
53VANGUARD STAR FDS9219097682,445$151,8240.05%
54TELEFONAKTIEBOLAGET LM ERICS29482160819,157$148,6580.05%
55DUKE ENERGY CORP NEWDUKB1,207$147,2180.05%
56BANK AMERICA CORP0605051043,474$144,9640.05%
57WALMART INCWMT1,457$127,8730.04%
58CATERPILLAR INCCAT384$126,6960.04%
59DIMENSIONAL ETF TRUST25434V6823,634$122,4070.04%
60SOUTHERN COSOMN1,329$122,2320.04%
61VANGUARD INTL EQUITY INDEX F9220427421,040$120,6080.04%
62AMERICAN CENTY ETF TR0250723491,809$117,9650.04%
63AMERICAN CENTY ETF TR0250723232,413$116,7890.04%
64PHILIP MORRIS INTL INC718172109718$113,9680.04%
65GE AEROSPACE369604301523$104,6780.03%
66C H ROBINSON WORLDWIDE INCCHRW1,000$102,4000.03%
67SELECT SECTOR SPDR TR81369Y803490$101,1750.03%
68FLEXSHARES TRFLEX588$99,8280.03%
69NVIDIA CORPORATIONNVDA890$96,4750.03%
70BROADCOM INCAVGO564$94,5080.03%
71ABBVIE INCABBV446$93,5110.03%
72AMAZON COM INCAMZN469$89,2320.03%
73MCDONALDS CORPMCD277$86,4070.03%
74ARCHER DANIELS MIDLAND COADM1,708$82,0090.03%
75CHEVRON CORP NEWCVX459$76,7860.02%
76TRANE TECHNOLOGIES PLCTT226$76,1440.02%
77ORACLE CORPORCL-PD511$71,3760.02%
78CISCO SYS INCCSCO1,155$71,2830.02%
79EVERGY INCEVRG1,000$68,9500.02%
80HERSHEY COHSY400$68,4120.02%
81ABBOTT LABSABLZF479$63,5190.02%
82ISHARES TR464287309643$59,6900.02%
83NETFLIX INCNFLX63$58,7490.02%
84SCIENCE APPLICATIONS INTL CO808625107503$56,4720.02%
85VANGUARD INDEX FDS922908744320$55,3230.02%
86AMERICAN CENTY ETF TR025072364929$52,6560.02%
87GALLAGHER ARTHUR J & CO363576109147$50,7500.02%
88HORMEL FOODS CORPHRL1,600$49,5040.02%
89NORFOLK SOUTHN CORP655844108200$47,3010.01%
90PALO ALTO NETWORKS INCPANW274$46,7550.01%
91UNITEDHEALTH GROUP INCUNH87$45,8200.01%
92COSTCO WHSL CORP NEW22160K10547$44,6480.01%
93QUALCOMM INCQCOM271$41,6790.01%
94JOHNSON & JOHNSONJNJ248$41,1390.01%
95PNC FINL SVCS GROUP INC693475105233$40,9630.01%
96GE VERNOVA INCGEV130$39,6860.01%
97ALTRIA GROUP INCMO650$39,0130.01%
98ISHARES TR46435G516475$38,8290.01%
99ISHARES TR464287226391$38,6580.01%
100VANGUARD INDEX FDS922908611194$36,0970.01%
101MONDELEZ INTL INC609207105517$35,0990.01%
102INTEL CORPINTC1,528$34,7010.01%
103SPDR SER TR78464A854516$33,9310.01%
104PROCTER AND GAMBLE CO742718109196$33,4640.01%
105META PLATFORMS INCMETA58$33,4420.01%
106MERCK & CO INCMRK354$31,8190.01%
107BOEING COBA-PA180$30,6990.01%
108SALESFORCE INCCRM113$30,3250.01%
109YUM BRANDS INCYUM189$29,7960.01%
110DIMENSIONAL ETF TRUST25434V674562$28,9430.01%
111ISHARES TR464288885286$28,6000.01%
112BP PLCBPPFF823$27,8090.01%
113ISHARES TR464288414256$26,9700.01%
114CONOCOPHILLIPSCOP250$26,2550.01%
115MORGAN STANLEYMS-PQ221$25,7840.01%
116PFIZER INCPFE1,017$25,7640.01%
117MASTERCARD INCORPORATEDMA46$25,2140.01%
118INTERNATIONAL BUSINESS MACHSINTR100$24,8660.01%
119SPDR S&P MIDCAP 400 ETF TRMDY46$24,5400.01%
120FEDEX CORPFDX100$24,3780.01%
121AMERICAN EXPRESS COAXP90$24,2150.01%
122COCA COLA COKO336$24,0770.01%
123PHILLIPS 66PSX190$23,4610.01%
124BRUNSWICK CORPBC-PC433$23,3170.01%
125ISHARES TR464288877371$21,8670.01%
126ZOETIS INCZTS131$21,5860.01%
127MARRIOTT INTL INC NEW57190320290$21,4380.01%
128HOWMET AEROSPACE INCHWM159$20,6270.01%
129CORNING INCGLW444$20,3260.01%
130ISHARES TR46428765599$19,7500.01%
131GE HEALTHCARE TECHNOLOGIES IGEHC225$18,1600.01%
132RTX CORPORATIONRTX136$18,0150.01%
133AIR PRODS & CHEMS INCAIIR61$17,9900.01%
134AMERICAN TOWER CORP NEW03027X10081$17,6260.01%
135ISHARES TR46428740890$17,1520.01%
136ISHARES TR464287176152$16,9210.01%
137INGERSOLL RAND INCIR199$15,9260.00%
138SPDR SER TR78464A656602$15,8810.00%
139LOWES COS INC54866110765$15,1600.00%
140ISHARES TR464287796306$15,0860.00%
141ISHARES TR46435G425123$15,0380.00%
142COMCAST CORP NEWCCZ400$14,7600.00%
143ISHARES TR464287606172$14,3240.00%
144DUPONT DE NEMOURS INCDD189$14,1150.00%
145FIRST MID ILL BANCSHARES INC320866106396$13,8280.00%
146DISNEY WALT CO254687106140$13,8180.00%
147FIDELITY COMWLTH TR315912808198$13,4770.00%
148ISHARES TR464288679122$13,4390.00%
149SYSCO CORPSYY177$13,2820.00%
150ISHARES TR464287465150$12,2600.00%
151MOLSON COORS BEVERAGE COTAP-A201$12,2350.00%
152LENNAR CORPLEN-B105$12,0520.00%
153AMEREN CORPAEE119$11,9160.00%
154PACCAR INCPCAR120$11,6840.00%
155THERMO FISHER SCIENTIFIC INCTMO23$11,4450.00%
156GOLDMAN SACHS ETF TRNVGLF113$11,3120.00%
157NIKE INCNKE178$11,2990.00%
158INTERCONTINENTAL EXCHANGE IN45866F10465$11,2130.00%
159US BANCORP DELUSB-PS264$11,1460.00%
160TESLA INCTSLA42$10,8850.00%
161LINDE PLCLIN23$10,7100.00%
162FIRST BUSEY CORPBUSEP493$10,6470.00%
163INVESCO EXCHANGE TRADED FD TIVZ272$10,4040.00%
164WASTE MGMT INC DEL94106L10944$10,1530.00%
165VANGUARD INDEX FDS92290875145$10,0140.00%
166UNITED PARCEL SERVICE INCUPS90$9,8990.00%
167WISDOMTREE TRWT159$9,4760.00%
168AT&T INCT-PC334$9,4370.00%
169CORTEVA INCCTVA148$9,3140.00%
170ALLEGION PLCALLE71$9,2630.00%
171SPDR SER TR78464A847181$9,2520.00%
172DANAHER CORPORATION23585110245$9,2250.00%
173VERIZON COMMUNICATIONS INCVZ202$9,1710.00%
174PRUDENTIAL FINL INCPUKPF82$9,1580.00%
175J P MORGAN EXCHANGE TRADED F46641Q837179$9,0630.00%
176GENERAL DYNAMICS CORPGD33$8,9950.00%
177ISHARES BITCOIN TRUST ETFIBIT190$8,8940.00%
178CONSTELLATION ENERGY CORPCEG44$8,8720.00%
179AFLAC INCAFL78$8,6730.00%
180PRICE T ROWE GROUP INCTROW87$7,9930.00%
181WISDOMTREE TRWT163$7,9610.00%
182IQVIA HLDGS INCIQV45$7,9340.00%
183ISHARES TR46428828185$7,7140.00%
184CONSTELLATION BRANDS INCSTZ42$7,7080.00%
185ADOBE INCADBE20$7,6710.00%
186PROGRESSIVE CORP74331510327$7,6410.00%
187REPUBLIC SVCS INC76075910031$7,5070.00%
188SELECT SECTOR SPDR TR81369Y70457$7,4710.00%
189SMUCKER J M CO83269640563$7,4600.00%
190ISHARES TR46428770561$7,3040.00%
191VANGUARD INTL EQUITY INDEX F92204271862$7,1230.00%
192CSX CORPCSX239$7,0340.00%
193SPDR SER TR78468R853171$6,9820.00%
194ISHARES TR46429B74767$6,9260.00%
195AMERICAN CENTY ETF TR025072703102$6,7510.00%
196ISHARES TR46428780463$6,5880.00%
197CBRE GROUP INCCBRE49$6,4080.00%
198FIDELITY WISE ORIGIN BITCOINFBTC89$6,4050.00%
199NOVAGOLD RES INC66987E2062,100$6,1320.00%
200D R HORTON INC23331A10947$5,9750.00%
201AMGEN INCAMGN19$5,9190.00%
202STARBUCKS CORPSBUX60$5,8850.00%
203MARSH & MCLENNAN COS INC57174810224$5,8570.00%
204EXELON CORPEXC127$5,8520.00%
205YUM CHINA HLDGS INCYUMC112$5,8100.00%
206CHUBB LIMITEDCB19$5,7380.00%
207ILLINOIS TOOL WKS INC45230810922$5,4560.00%
208FIRSTENERGY CORPFE133$5,3760.00%
209GRAINGER W W INC3848021045$4,9390.00%
210REGIONS FINANCIAL CORP NEWRF-PF226$4,9070.00%
211EATON CORP PLCETN18$4,8930.00%
212HP INCHPQ176$4,8730.00%
213KRAFT HEINZ COKHC159$4,8340.00%
214APPLIED MATLS INC03822210533$4,7890.00%
215BLACKROCK INCBLK5$4,7320.00%
216HOULIHAN LOKEY INCHLI29$4,6840.00%
217DOW INCDOW133$4,6440.00%
218EASTMAN CHEM COEMN52$4,5810.00%
219ALLSTATE CORPALL-PJ22$4,5560.00%
220FACTSET RESH SYS INC30307510510$4,5460.00%
221VANGUARD WHITEHALL FDS92194640635$4,5140.00%
222AMERICA MOVIL SAB DE CVAMXOF312$4,4370.00%
223LAM RESEARCH CORPLRCX60$4,3620.00%
224VANGUARD INDEX FDS92290851227$4,3010.00%
225CENCORA INCCOR15$4,1710.00%
226RAYMOND JAMES FINL INC75473010930$4,1670.00%
227ANSYS INC03662Q10513$4,1150.00%
228STIFEL FINL CORP86063010243$4,0530.00%
229KEYSIGHT TECHNOLOGIES INCKEYS27$4,0440.00%
230SNAP ON INCSNA12$4,0440.00%
231L3HARRIS TECHNOLOGIES INCLHX19$3,9770.00%
232OLD REP INTL CORP680223104100$3,9220.00%
233DIAGEO PLCDGEAF37$3,8770.00%
234WOODWARD INCWWD21$3,8320.00%
235WEC ENERGY GROUP INCWEC34$3,7050.00%
236TJX COS INC NEW87254010930$3,6540.00%
237DTE ENERGY CODTK26$3,5950.00%
238DOVER CORPDOV20$3,5140.00%
239EMERSON ELEC COEMR32$3,5080.00%
240NEXTERA ENERGY INCNEE-PW47$3,3320.00%
241MEDTRONIC PLCMDT37$3,3250.00%
242ELI LILLY & COLLY4$3,3040.00%
243CMS ENERGY CORPCMS-PC43$3,2300.00%
244SCHWAB CHARLES CORPSCHW-PJ40$3,1310.00%
245GATX CORPGATX20$3,1050.00%
246COTERRA ENERGY INCCTRA106$3,0630.00%
247ISHARES INC46434G86386$3,0090.00%
248AGILENT TECHNOLOGIES INCA25$2,9250.00%
249ELANCO ANIMAL HEALTH INCELAN271$2,8460.00%
250HEWLETT PACKARD ENTERPRISE CHPE-PC176$2,7160.00%
251MCKESSON CORPMCK4$2,6920.00%
252NORTHROP GRUMMAN CORPNOC5$2,5600.00%
253BOSTON BEER INCSAM10$2,3880.00%
254ADVANCED MICRO DEVICES INCAMD23$2,3630.00%
255AMERICAN WTR WKS CO INC NEW03042010316$2,3600.00%
256FARMLAND PARTNERS INCFPI193$2,1520.00%
257SYNOPSYS INCSNPS5$2,1440.00%
258ISHARES INC46434G88943$2,0110.00%
259ISHARES TR46435G40966$2,0040.00%
260CARNIVAL CORPCUKPF100$1,9530.00%
261DEERE & CODE4$1,8770.00%
262ACCENTURE PLC IRELANDACN6$1,8720.00%
263INTUITINTU3$1,8420.00%
264LA Z BOY INCLZB46$1,7970.00%
265TCW ETF TRUST29287L10627$1,7560.00%
266FLEXSHARES TRFLEX68$1,6490.00%
267THE CIGNA GROUP1255231005$1,6450.00%
268CINTAS CORPCTAS8$1,6440.00%
269ISHARES TR46435G19371$1,6340.00%
270CAPITAL ONE FINL CORP14040H1059$1,6140.00%
271SERVICENOW INCNOW2$1,5920.00%
272AMERICAN INTL GROUP INC02687478418$1,5650.00%
273PAYCHEX INCPAYX10$1,5430.00%
274DNP SELECT INCOME FD INC23325P104149$1,4740.00%
275VERALTO CORPVLTO15$1,4620.00%
276CDW CORPCDW9$1,4420.00%
277CITIGROUP INCC-PR20$1,4200.00%
278VANGUARD MALVERN FDS92202080528$1,4080.00%
279TRANSDIGM GROUP INCTDG1$1,3830.00%
280KLA CORPKLAC2$1,3600.00%
281ISHARES TR46435U66334$1,3020.00%
282SCHWAB STRATEGIC TR80852484759$1,2670.00%
283DT MIDSTREAM INCDTM13$1,2540.00%
284AVERY DENNISON CORPAVY7$1,2460.00%
285TOYOTA MOTOR CORPTOYOF7$1,2360.00%
286DISCOVER FINL SVCS2547091087$1,1950.00%
287FORTINET INCFTNT12$1,1550.00%
288MSCI INCMSCI2$1,1310.00%
289ISHARES TR4642872002$1,1240.00%
290WELLTOWER INCWELL7$1,0720.00%
291ANALOG DEVICES INCADI5$1,0080.00%
292AMERIPRISE FINL INC03076C1062$9680.00%
293FREEPORT-MCMORAN INCFCX24$9090.00%
294ISHARES TR46434V28215$8970.00%
295CRACKER BARREL OLD CTRY STOR22410J10622$8540.00%
296NISOURCE INCNI21$8420.00%
297TRACTOR SUPPLY COTSCO15$8270.00%
298ROYAL CARIBBEAN GROUPV7780T1034$8220.00%
299ISHARES TR46435U54917$8190.00%
300VANGUARD INDEX FDS9229087362$7420.00%
301FORD MTR CO34537086071$7120.00%
302SYNCHRONY FINANCIALSYF-PB12$6350.00%
303REGENERON PHARMACEUTICALSREGN1$6340.00%
304WARNER BROS DISCOVERY INCWBD59$6330.00%
305TERADATA CORP DELTDC28$6290.00%
306KYNDRYL HLDGS INCKD20$6280.00%
307METLIFE INCMET-PF7$5620.00%
308IRON MTN INC DEL46284V1016$5160.00%
309OBSIDIAN ENERGY LTDOBE85$4980.00%
310VERTEX PHARMACEUTICALS INCVRTX1$4850.00%
311FIFTH THIRD BANCORPFITBM12$4700.00%
312MOTOROLA SOLUTIONS INCMSI1$4380.00%
313ISHARES TR4642874995$4250.00%
314NCR ATLEOS CORPORATIONNATL14$3690.00%
315PRINCIPAL FINANCIAL GROUP INPFG4$3370.00%
316V F CORPVFC20$3100.00%
317PULTE GROUP INC7458671013$3080.00%
318VERISK ANALYTICS INCVRSK1$2980.00%
319ORGANON & COOGN20$2980.00%
320MGM RESORTS INTERNATIONALMGM10$2960.00%
321NRG ENERGY INCNRG3$2860.00%
322ISHARES TR46432F8424$2840.00%
323NCR VOYIX CORPORATIONNCRRP28$2730.00%
324CADENCE DESIGN SYSTEM INCCDNS1$2540.00%
325LENNAR CORPLEN-B2$2180.00%
326VIATRIS INCVTRS24$2090.00%
327COPART INCCPRT3$1700.00%
328UNUM GROUPUNMA2$1630.00%
329ISHARES TR4642871501$1210.00%
330SPDR SER TR78468R7212$710.00%
331VANGUARD SCOTTSDALE FDS92206C5651$690.00%
332J P MORGAN EXCHANGE TRADED F46654Q8151$660.00%