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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 2025 · Filed November 13, 2025 · Accession 0001940678-25-000007

Total Value
$357.2M
Positions
53
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (53)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,161,868$83.4M23.34%
2DIMENSIONAL ETF TRUST25434V583844,711$46.9M13.14%
3DIMENSIONAL ETF TRUST25434V864971,096$46.8M13.10%
4DIMENSIONAL ETF TRUST25434V401275,547$20.0M5.59%
5DIMENSIONAL ETF TRUST25434V880506,012$15.9M4.45%
6DIMENSIONAL ETF TRUST25434V724350,596$15.7M4.39%
7DIMENSIONAL ETF TRUST25434V807303,303$14.0M3.92%
8DIMENSIONAL ETF TRUST25434V799408,719$13.4M3.75%
9DIMENSIONAL ETF TRUST25434V609218,041$12.7M3.55%
10DIMENSIONAL ETF TRUST25434V732281,869$9.0M2.53%
11DIMENSIONAL ETF TRUST25434V666226,191$7.4M2.08%
12DIMENSIONAL ETF TRUST25434V500106,838$7.3M2.05%
13DIMENSIONAL ETF TRUST25434V591143,753$7.3M2.04%
14APPLE INCAAPL18,728$4.8M1.34%
15DIMENSIONAL ETF TRUST25434V872107,686$4.6M1.29%
16VANGUARD CHARLOTTE FDS92203J40792,912$4.6M1.29%
17DIMENSIONAL ETF TRUST25434V823166,944$4.0M1.11%
18DIMENSIONAL ETF TRUST25434V781110,578$3.9M1.10%
19AMERICAN CENTY ETF TR02507288535,986$3.9M1.10%
20DIMENSIONAL ETF TRUST25434V658142,903$3.9M1.09%
21AMERICAN CENTY ETF TR02507234946,672$3.4M0.94%
22DIMENSIONAL ETF TRUST25434V81572,094$2.3M0.64%
23DIMENSIONAL ETF TRUST25434V77365,983$2.1M0.58%
24AMERICAN CENTY ETF TR02507216628,513$2.0M0.57%
25AMERICAN CENTY ETF TR02507260416,373$1.2M0.34%
26AMERICAN CENTY ETF TR02507232319,825$1.1M0.32%
27SPDR S&P 500 ETF TRSPY1,528$1.0M0.29%
28HOME DEPOT INCHD2,365$958,3510.27%
29MICROSOFT CORPMSFT1,798$931,2580.26%
30VANGUARD BD INDEX FDS92193783512,247$910,7990.25%
31VANGUARD INDEX FDS9229085539,716$888,2220.25%
32DIMENSIONAL ETF TRUST25434V61711,713$841,7250.24%
33VANGUARD BD INDEX FDS92203C30316,067$803,2630.22%
34VANGUARD SCOTTSDALE FDS92206C10212,056$709,5190.20%
35DIMENSIONAL ETF TRUST25434V71615,115$641,9530.18%
36AMERICAN CENTY ETF TR0250728026,914$615,5530.17%
37ALPHABET INCGOOG2,509$609,9670.17%
38ALPHABET INCGOOG2,388$581,5970.16%
39VANGUARD TAX-MANAGED FDS9219438588,803$527,4930.15%
40VANGUARD BD INDEX FDS9219378276,504$513,2400.14%
41DIMENSIONAL ETF TRUST25434V20313,926$506,2190.14%
42JPMORGAN CHASE & CO.VYLD1,520$479,4800.13%
43AMERICAN CENTY ETF TR0250721906,766$457,0710.13%
44DIMENSIONAL ETF TRUST25434V30214,408$454,2840.13%
45DIMENSIONAL ETF TRUST25434V1049,208$421,3440.12%
46AMERICAN CENTY ETF TR0250727035,065$399,6460.11%
47VANGUARD INDEX FDS9229087691,109$363,8600.10%
48MARATHON PETE CORPMARA1,808$348,5490.10%
49INVESCO QQQ TRIVZ547$328,3000.09%
50EXXON MOBIL CORPXOM2,874$324,0020.09%
51VANGUARD INTL EQUITY INDEX F9220428585,967$323,2920.09%
52DIMENSIONAL ETF TRUST25434V6907,367$301,6800.08%
53SPROTT ASSET MANAGEMENT LPSII7,009$257,1600.07%