13F HOLDINGS REPORT
Ruedi Wealth Management, Inc.
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001940678-25-000003
Total Value
$337.1M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,151,141 | $77.1M | 22.87% |
| 2 | DIMENSIONAL ETF TRUST | 25434V583 | 821,156 | $44.7M | 13.27% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 929,564 | $44.6M | 13.24% |
| 4 | DIMENSIONAL ETF TRUST | 25434V401 | 280,262 | $18.8M | 5.57% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 352,788 | $14.9M | 4.42% |
| 6 | DIMENSIONAL ETF TRUST | 25434V880 | 507,036 | $14.9M | 4.42% |
| 7 | DIMENSIONAL ETF TRUST | 25434V807 | 304,950 | $13.1M | 3.87% |
| 8 | DIMENSIONAL ETF TRUST | 25434V799 | 381,551 | $11.9M | 3.52% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 217,383 | $11.7M | 3.48% |
| 10 | DIMENSIONAL ETF TRUST | 25434V732 | 269,449 | $8.0M | 2.37% |
| 11 | DIMENSIONAL ETF TRUST | 25434V666 | 226,261 | $7.0M | 2.08% |
| 12 | DIMENSIONAL ETF TRUST | 25434V500 | 106,501 | $6.8M | 2.01% |
| 13 | DIMENSIONAL ETF TRUST | 25434V591 | 125,447 | $6.4M | 1.89% |
| 14 | DIMENSIONAL ETF TRUST | 25434V872 | 121,613 | $5.1M | 1.52% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 93,617 | $4.6M | 1.38% |
| 16 | DIMENSIONAL ETF TRUST | 25434V823 | 165,954 | $3.9M | 1.15% |
| 17 | APPLE INC | AAPL | 18,797 | $3.9M | 1.14% |
| 18 | DIMENSIONAL ETF TRUST | 25434V781 | 112,826 | $3.7M | 1.10% |
| 19 | AMERICAN CENTY ETF TR | 025072885 | 35,606 | $3.6M | 1.06% |
| 20 | DIMENSIONAL ETF TRUST | 25434V658 | 133,536 | $3.6M | 1.06% |
| 21 | AMERICAN CENTY ETF TR | 025072349 | 45,301 | $3.1M | 0.92% |
| 22 | DIMENSIONAL ETF TRUST | 25434V815 | 67,925 | $2.0M | 0.59% |
| 23 | DIMENSIONAL ETF TRUST | 25434V773 | 65,540 | $2.0M | 0.58% |
| 24 | AMERICAN CENTY ETF TR | 025072166 | 28,513 | $1.9M | 0.56% |
| 25 | VANGUARD INDEX FDS | 922908363 | 3,101 | $1.8M | 0.52% |
| 26 | VANGUARD INDEX FDS | 922908769 | 5,152 | $1.6M | 0.46% |
| 27 | AMERICAN CENTY ETF TR | 025072604 | 16,373 | $1.1M | 0.33% |
| 28 | VANGUARD BD INDEX FDS | 921937835 | 14,076 | $1.0M | 0.31% |
| 29 | AMERICAN CENTY ETF TR | 025072323 | 19,774 | $1.0M | 0.30% |
| 30 | MICROSOFT CORP | MSFT | 1,914 | $951,915 | 0.28% |
| 31 | SPDR S&P 500 ETF TR | SPY | 1,528 | $943,913 | 0.28% |
| 32 | VANGUARD INDEX FDS | 922908553 | 9,986 | $889,385 | 0.26% |
| 33 | HOME DEPOT INC | HD | 2,364 | $866,729 | 0.26% |
| 34 | DIMENSIONAL ETF TRUST | 25434V617 | 12,282 | $823,896 | 0.24% |
| 35 | VANGUARD BD INDEX FDS | 92203C303 | 16,276 | $811,620 | 0.24% |
| 36 | VANGUARD SCOTTSDALE FDS | 92206C102 | 12,288 | $722,275 | 0.21% |
| 37 | AMERICAN CENTY ETF TR | 025072802 | 6,914 | $548,142 | 0.16% |
| 38 | DIMENSIONAL ETF TRUST | 25434V716 | 13,773 | $540,590 | 0.16% |
| 39 | VANGUARD BD INDEX FDS | 921937827 | 6,660 | $524,158 | 0.16% |
| 40 | VANGUARD TAX-MANAGED FDS | 921943858 | 8,720 | $497,129 | 0.15% |
| 41 | DIMENSIONAL ETF TRUST | 25434V203 | 13,955 | $482,430 | 0.14% |
| 42 | ALPHABET INC | GOOG | 2,509 | $442,173 | 0.13% |
| 43 | DIMENSIONAL ETF TRUST | 25434V302 | 14,778 | $427,813 | 0.13% |
| 44 | ALPHABET INC | GOOG | 2,388 | $423,607 | 0.13% |
| 45 | AMERICAN CENTY ETF TR | 025072190 | 6,766 | $420,890 | 0.12% |
| 46 | JPMORGAN CHASE & CO | VYLD | 1,409 | $408,451 | 0.12% |
| 47 | DIMENSIONAL ETF TRUST | 25434V104 | 9,464 | $400,884 | 0.12% |
| 48 | AMERICAN CENTY ETF TR | 025072703 | 5,065 | $374,877 | 0.11% |
| 49 | EXXON MOBIL CORP | XOM | 2,874 | $309,778 | 0.09% |
| 50 | INVESCO QQQ TR | IVZ | 547 | $301,479 | 0.09% |
| 51 | MARATHON PETE CORP | MARA | 1,799 | $298,869 | 0.09% |
| 52 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,935 | $293,521 | 0.09% |
| 53 | DIMENSIONAL ETF TRUST | 25434V690 | 7,341 | $289,302 | 0.09% |
| 54 | SPROTT PHYSICAL GOLD & SILVE | SII | 7,009 | $210,971 | 0.06% |
| 55 | TELEFONAKTIEBOLAGET LM ERICS | 294821608 | 19,157 | $162,451 | 0.05% |