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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 Q4 2025 · Filed February 6, 2026 · Accession 0001940678-26-000001

Total Value
$381.6M
Positions
58
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (58)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,333,207$92.4M24.21%
2DIMENSIONAL ETF TRUST25434V8641,042,845$50.0M13.10%
3DIMENSIONAL ETF TRUST25434V583918,918$49.7M13.02%
4DIMENSIONAL ETF TRUST25434V401261,048$19.4M5.07%
5DIMENSIONAL ETF TRUST25434V799482,491$16.6M4.36%
6DIMENSIONAL ETF TRUST25434V880496,247$16.2M4.26%
7DIMENSIONAL ETF TRUST25434V724333,365$15.5M4.07%
8DIMENSIONAL ETF TRUST25434V807304,011$15.2M3.98%
9DIMENSIONAL ETF TRUST25434V609208,993$12.4M3.26%
10DIMENSIONAL ETF TRUST25434V732309,068$10.2M2.68%
11DIMENSIONAL ETF TRUST25434V666233,770$8.0M2.10%
12DIMENSIONAL ETF TRUST25434V591156,439$7.9M2.08%
13DIMENSIONAL ETF TRUST25434V500103,444$7.2M1.89%
14APPLE INCAAPL18,391$5.0M1.31%
15VANGUARD CHARLOTTE FDS92203J40798,521$4.8M1.25%
16DIMENSIONAL ETF TRUST25434V658173,478$4.6M1.20%
17DIMENSIONAL ETF TRUST25434V872106,580$4.5M1.19%
18DIMENSIONAL ETF TRUST25434V781109,113$4.1M1.09%
19AMERICAN CENTY ETF TR02507288535,572$4.0M1.04%
20DIMENSIONAL ETF TRUST25434V823165,232$3.8M0.99%
21AMERICAN CENTY ETF TR02507234947,182$3.6M0.94%
22DIMENSIONAL ETF TRUST25434V81572,415$2.4M0.62%
23DIMENSIONAL ETF TRUST25434V77366,773$2.2M0.58%
24AMERICAN CENTY ETF TR02507216628,513$2.1M0.56%
25AMERICAN CENTY ETF TR02507260416,373$1.3M0.33%
26AMERICAN CENTY ETF TR02507232319,825$1.2M0.31%
27VANGUARD BD INDEX FDS92193783514,905$1.1M0.29%
28MICROSOFT CORPMSFT1,955$945,5880.25%
29DIMENSIONAL ETF TRUST25434V61712,715$940,6310.25%
30SPDR S&P 500 ETF TRSPY1,374$936,8470.25%
31VANGUARD INDEX FDS9229085539,775$865,0280.23%
32HOME DEPOT INCHD2,399$825,3570.22%
33ALPHABET INCGOOG2,522$789,4360.21%
34VANGUARD BD INDEX FDS92203C30315,676$781,3060.20%
35ALPHABET INCGOOG2,385$748,4130.20%
36DIMENSIONAL ETF TRUST25434V71615,828$687,4050.18%
37VANGUARD SCOTTSDALE FDS92206C10211,496$675,1370.18%
38AMERICAN CENTY ETF TR0250728026,914$649,7090.17%
39VANGUARD TAX-MANAGED FDS9219438589,139$570,8960.15%
40VANGUARD BD INDEX FDS9219378276,129$483,0270.13%
41JPMORGAN CHASE & CO.VYLD1,492$480,5970.13%
42AMERICAN CENTY ETF TR0250721906,766$472,3340.12%
43DIMENSIONAL ETF TRUST25434V30214,441$470,3480.12%
44CVS HEALTH CORPCVS5,661$449,2570.12%
45AMERICAN CENTY ETF TR0250727035,065$416,9690.11%
46DIMENSIONAL ETF TRUST25434V1048,650$404,8000.11%
47VANGUARD INDEX FDS9229087691,120$375,5220.10%
48DIMENSIONAL ETF TRUST25434V2039,588$365,3920.10%
49EXXON MOBIL CORPXOM2,874$345,8130.09%
50INVESCO QQQ TRIVZ548$336,3690.09%
51DIMENSIONAL ETF TRUST25434V6907,591$325,2180.09%
52SPROTT ASSET MANAGEMENT LPSII7,009$321,0120.08%
53VANGUARD INTL EQUITY INDEX F9220428585,866$315,3390.08%
54MARATHON PETE CORPMARA1,884$306,3750.08%
55BROADCOM INCAVGO819$283,4920.07%
56CATERPILLAR INCCAT384$220,0740.06%
57NVIDIA CORPORATIONNVDA1,105$206,1190.05%
58TELEFONAKTIEBOLAGET LM ERICS29482160819,201$185,2900.05%