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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 2024 · Filed February 13, 2025 · Accession 0002046822-25-000002

Total Value
$316.8M
Positions
333
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (333)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7082,142,194$74.1M23.39%
2DIMENSIONAL ETF TRUST25434V864880,955$41.3M13.04%
3DIMENSIONAL ETF TRUST25434V583752,181$39.7M12.54%
4DIMENSIONAL ETF TRUST25434V401286,057$18.2M5.76%
5DIMENSIONAL ETF TRUST25434V724361,376$14.8M4.67%
6DIMENSIONAL ETF TRUST25434V609251,203$14.0M4.41%
7DIMENSIONAL ETF TRUST25434V807347,160$12.3M3.89%
8DIMENSIONAL ETF TRUST25434V880472,925$11.8M3.71%
9DIMENSIONAL ETF TRUST25434V799383,834$9.9M3.13%
10DIMENSIONAL ETF TRUST25434V666293,228$8.8M2.78%
11DIMENSIONAL ETF TRUST25434V500124,562$8.1M2.56%
12DIMENSIONAL ETF TRUST25434V732282,433$7.4M2.33%
13DIMENSIONAL ETF TRUST25434V872160,196$6.6M2.09%
14DIMENSIONAL ETF TRUST25434V591121,701$6.2M1.94%
15APPLE INCAAPL19,768$5.0M1.56%
16VANGUARD CHARLOTTE FDS92203J40792,772$4.6M1.44%
17DIMENSIONAL ETF TRUST25434V823166,468$3.9M1.22%
18DIMENSIONAL ETF TRUST25434V781131,625$3.5M1.10%
19DIMENSIONAL ETF TRUST25434V658127,550$3.3M1.03%
20DIMENSIONAL ETF TRUST25434V77381,858$2.0M0.63%
21AMERICAN CENTY ETF TR02507288516,441$1.6M0.50%
22HOME DEPOT INCHD2,362$918,6100.29%
23SPDR S&P 500 ETF TRSPY1,526$894,6300.28%
24VANGUARD BD INDEX FDS92193783511,740$844,2400.27%
25MICROSOFT CORPMSFT1,913$806,4970.25%
26VANGUARD BD INDEX FDS92203C30315,954$791,6360.25%
27VANGUARD INDEX FDS9229085538,461$753,6800.24%
28VANGUARD SCOTTSDALE FDS92206C10212,933$752,4690.24%
29DIMENSIONAL ETF TRUST25434V61711,234$701,6490.22%
30VANGUARD BD INDEX FDS9219378277,016$542,1320.17%
31JPMORGAN CHASE & CO.VYLD2,068$495,8310.16%
32ALPHABET INCGOOG2,509$474,9670.15%
33DIMENSIONAL ETF TRUST25434V71612,319$466,8900.15%
34ALPHABET INCGOOG2,388$454,7710.14%
35DIMENSIONAL ETF TRUST25434V81514,338$441,3320.14%
36AMERICAN CENTY ETF TR0250726047,365$433,0120.14%
37DIMENSIONAL ETF TRUST25434V20314,543$424,6620.13%
38DIMENSIONAL ETF TRUST25434V30215,802$400,8870.13%
39DIMENSIONAL ETF TRUST25434V1049,730$393,9690.12%
40VANGUARD TAX-MANAGED FDS9219438588,100$387,3260.12%
41INVESCO QQQ TRIVZ646$330,1480.10%
42VANGUARD INDEX FDS9229087691,071$310,4220.10%
43EXXON MOBIL CORPXOM2,874$309,1170.10%
44AMERICAN CENTY ETF TR0250728773,026$292,1120.09%
45VANGUARD INTL EQUITY INDEX F9220428585,802$255,5360.08%
46MARATHON PETE CORPMARA1,778$247,9770.08%
47DIMENSIONAL ETF TRUST25434V6907,193$236,3020.07%
48AMERICAN CENTY ETF TR0250723493,470$231,6920.07%
49UNION PAC CORPUNP735$167,6390.05%
50PEPSICO INCPEP1,101$167,4770.05%
51SPROTT PHYSICAL GOLD & SILVESII7,009$166,5340.05%
52AMERICAN CENTY ETF TR0250723232,947$160,1990.05%
53TELEFONAKTIEBOLAGET LM ERICS29482160819,157$154,4050.05%
54BANK AMERICA CORP0605051043,474$152,6760.05%
55CATERPILLAR INCCAT384$139,3580.04%
56WALMART INCWMT1,455$131,4680.04%
57BROADCOM INCAVGO564$130,8650.04%
58BERKSHIRE HATHAWAY INC DELBRK-A288$130,5450.04%
59DUKE ENERGY CORP NEWDUKB1,207$130,0420.04%
60VANGUARD INTL EQUITY INDEX F9220427421,034$121,5170.04%
61NVIDIA CORPORATIONNVDA890$119,5390.04%
62DIMENSIONAL ETF TRUST25434V6823,586$118,8170.04%
63SELECT SECTOR SPDR TR81369Y803490$113,9350.04%
64AMAZON COM INCAMZN500$109,6950.03%
65SOUTHERN COSOMN1,329$109,4310.03%
66C H ROBINSON WORLDWIDE INCCHRW1,000$103,3200.03%
67FLEXSHARES TRFLEX588$98,8080.03%
68GE AEROSPACE369604301523$87,2310.03%
69PHILIP MORRIS INTL INC718172109718$86,4110.03%
70ARCHER DANIELS MIDLAND COADM1,707$86,2230.03%
71CISCO SYS INCCSCO1,455$86,1430.03%
72ORACLE CORPORCL-PD510$84,9340.03%
73TRANE TECHNOLOGIES PLCTT226$83,4730.03%
74MCDONALDS CORPMCD276$80,0590.03%
75ABBVIE INCABBV445$79,0560.02%
76HERSHEY COHSY400$67,7400.02%
77CHEVRON CORP NEWCVX459$66,4820.02%
78ISHARES TR464287309643$65,2840.02%
79BLACKSTONE INCBX375$64,6580.02%
80EVERGY INCEVRG1,000$61,5500.02%
81SCIENCE APPLICATIONS INTL CO808625107503$56,2250.02%
82NETFLIX INCNFLX63$56,1530.02%
83VANGUARD INDEX FDS922908744320$54,1360.02%
84ABBOTT LABSABLZF478$54,0840.02%
85HORMEL FOODS CORPHRL1,600$50,1920.02%
86PALO ALTO NETWORKS INCPANW274$49,8570.02%
87AMERICAN CENTY ETF TR025072364929$48,2150.02%
88NORFOLK SOUTHN CORP655844108200$46,8720.01%
89PNC FINL SVCS GROUP INC693475105233$44,9430.01%
90UNITEDHEALTH GROUP INCUNH87$44,2550.01%
91COSTCO WHSL CORP NEW22160K10547$43,2550.01%
92GE VERNOVA INCGEV130$42,7610.01%
93GALLAGHER ARTHUR J & CO363576109147$41,7260.01%
94QUALCOMM INCQCOM271$41,6820.01%
95VANGUARD INDEX FDS922908611193$38,2870.01%
96SALESFORCE INCCRM113$37,7790.01%
97ISHARES TR46435G516480$36,5130.01%
98JOHNSON & JOHNSONJNJ248$35,8450.01%
99MERCK & CO INCMRK354$35,2640.01%
100ISHARES TR464287226363$35,1730.01%
101ALTRIA GROUP INCMO650$33,9890.01%
102META PLATFORMS INCMETA58$33,9730.01%
103PROCTER AND GAMBLE CO742718109196$32,9200.01%
104BOEING COBA-PA180$31,8600.01%
105MONDELEZ INTL INC609207105517$30,8860.01%
106INTEL CORPINTC1,528$30,6360.01%
107DIMENSIONAL ETF TRUST25434V674562$28,6280.01%
108FEDEX CORPFDX100$28,1330.01%
109BRUNSWICK CORPBC-PC433$28,0060.01%
110MORGAN STANLEYMS-PQ221$27,7840.01%
111ISHARES TR464288885286$27,6930.01%
112SPDR SER TR78464A854400$27,5860.01%
113ISHARES TR464288414258$27,4500.01%
114PFIZER INCPFE1,015$26,9250.01%
115AMERICAN EXPRESS COAXP90$26,7110.01%
116SPDR S&P MIDCAP 400 ETF TRMDY46$26,2010.01%
117YUM BRANDS INCYUM189$25,3410.01%
118MARRIOTT INTL INC NEW57190320290$25,1050.01%
119CONOCOPHILLIPSCOP250$24,7930.01%
120BP PLCBPPFF823$24,3280.01%
121MASTERCARD INCORPORATEDMA46$24,2220.01%
122INTERNATIONAL BUSINESS MACHSINTR100$21,9830.01%
123ISHARES TR46428765599$21,8750.01%
124PHILLIPS 66PSX190$21,6470.01%
125ZOETIS INCZTS131$21,3560.01%
126CORNING INCGLW444$21,0990.01%
127COCA COLA COKO336$20,9300.01%
128ISHARES TR464288877371$19,4660.01%
129INGERSOLL RAND INCIR199$18,0020.01%
130AIR PRODS & CHEMS INCAIIR61$17,6920.01%
131GE HEALTHCARE TECHNOLOGIES IGEHC225$17,5910.01%
132HOWMET AEROSPACE INCHWM159$17,3900.01%
133ISHARES TR46428740890$17,1790.01%
134TESLA INCTSLA42$16,9610.01%
135ISHARES TR464287176152$16,2290.01%
136LOWES COS INC54866110765$16,0420.01%
137RTX CORPORATIONRTX136$15,7380.00%
138ISHARES TR464287606172$15,6400.00%
139DISNEY WALT CO254687106140$15,5890.00%
140SPDR SER TR78464A656602$15,2370.00%
141ISHARES TR46435G425118$15,1670.00%
142FIDELITY COMWLTH TR315912808198$15,0600.00%
143COMCAST CORP NEWCCZ400$15,0120.00%
144AMERICAN TOWER CORP NEW03027X10081$14,8560.00%
145FIRST MID ILL BANCSHARES INC320866106396$14,5890.00%
146DUPONT DE NEMOURS INCDD189$14,4110.00%
147LENNAR CORPLEN-B105$14,3190.00%
148ISHARES TR464287796306$13,9440.00%
149SYSCO CORPSYY177$13,5330.00%
150NIKE INCNKE178$13,4690.00%
151ISHARES TR464288679122$13,3970.00%
152US BANCORP DELUSB-PS264$12,6270.00%
153PACCAR INCPCAR120$12,4820.00%
154FIRST BUSEY CORPBUSEP509$11,9950.00%
155THERMO FISHER SCIENTIFIC INCTMO23$11,9650.00%
156MOLSON COORS BEVERAGE COTAP-A201$11,5210.00%
157UNITED PARCEL SERVICE INCUPS90$11,3490.00%
158ISHARES TR464287465150$11,3420.00%
159INVESCO EXCHANGE TRADED FD TIVZ272$11,2230.00%
160VANGUARD INDEX FDS92290875145$10,8060.00%
161AMEREN CORPAEE119$10,5800.00%
162DANAHER CORPORATION23585110245$10,3300.00%
163ISHARES BITCOIN TRUST ETFIBIT190$10,0800.00%
164WISDOMTREE TRWT159$9,9390.00%
165SPDR SER TR78464A847181$9,9080.00%
166CONSTELLATION ENERGY CORPCEG44$9,8430.00%
167PRICE T ROWE GROUP INCTROW87$9,8390.00%
168PRUDENTIAL FINL INCPUKPF82$9,7190.00%
169INTERCONTINENTAL EXCHANGE IN45866F10465$9,6860.00%
170LINDE PLCLIN23$9,6290.00%
171CONSTELLATION BRANDS INCSTZ42$9,2820.00%
172ALLEGION PLCALLE71$9,2780.00%
173ISHARES TR464288281103$9,1390.00%
174GOLDMAN SACHS ETF TRNVGLF91$9,1330.00%
175ADOBE INCADBE20$8,8940.00%
176IQVIA HLDGS INCIQV45$8,8430.00%
177WASTE MGMT INC DEL94106L10944$8,8330.00%
178WISDOMTREE TRWT163$8,7920.00%
179GENERAL DYNAMICS CORPGD33$8,6950.00%
180CORTEVA INCCTVA148$8,4300.00%
181AFLAC INCAFL78$8,0680.00%
182VERIZON COMMUNICATIONS INCVZ201$8,0410.00%
183SPDR SER TR78468R853172$7,7150.00%
184CSX CORPCSX239$7,7130.00%
185ISHARES TR46428770561$7,6230.00%
186AT&T INCT-PC334$7,5990.00%
187SELECT SECTOR SPDR TR81369Y70457$7,5100.00%
188ISHARES TR46428780463$7,2590.00%
189VANGUARD INTL EQUITY INDEX F92204271862$7,0540.00%
190NOVAGOLD RES INC66987E2062,100$6,9930.00%
191SMUCKER J M CO83269640563$6,9380.00%
192ISHARES TR46429B74766$6,6020.00%
193D R HORTON INC23331A10947$6,5720.00%
194PROGRESSIVE CORP74331510327$6,4690.00%
195CBRE GROUP INCCBRE49$6,4330.00%
196REPUBLIC SVCS INC76075910031$6,2370.00%
197AMERICAN CENTY ETF TR025072703100$6,1570.00%
198EATON CORP PLCETN18$5,9740.00%
199HP INCHPQ176$5,7430.00%
200J P MORGAN EXCHANGE TRADED F46641Q837113$5,6800.00%
201ILLINOIS TOOL WKS INC45230810922$5,5780.00%
202STARBUCKS CORPSBUX60$5,4750.00%
203YUM CHINA HLDGS INCYUMC111$5,3700.00%
204APPLIED MATLS INC03822210533$5,3670.00%
205DOW INCDOW133$5,3370.00%
206REGIONS FINANCIAL CORP NEWRF-PF226$5,3110.00%
207FIRSTENERGY CORPFE133$5,2910.00%
208GRAINGER W W INC3848021045$5,2700.00%
209CHUBB LIMITEDCB19$5,2500.00%
210BLACKROCK INCBLK5$5,1260.00%
211MARSH & MCLENNAN COS INC57174810224$5,0980.00%
212HOULIHAN LOKEY INCHLI29$5,0360.00%
213AMGEN INCAMGN19$4,9520.00%
214KRAFT HEINZ COKHC159$4,8790.00%
215FACTSET RESH SYS INC30307510510$4,8030.00%
216EXELON CORPEXC127$4,7800.00%
217EASTMAN CHEM COEMN52$4,7480.00%
218DIAGEO PLCDGEAF37$4,7040.00%
219RAYMOND JAMES FINL INC75473010930$4,6600.00%
220STIFEL FINL CORP86063010243$4,5610.00%
221VANGUARD WHITEHALL FDS92194640635$4,4660.00%
222AMERICA MOVIL SAB DE CVAMXOF312$4,4650.00%
223VANGUARD INDEX FDS92290851227$4,3970.00%
224ANSYS INC03662Q10513$4,3850.00%
225KEYSIGHT TECHNOLOGIES INCKEYS27$4,3370.00%
226LAM RESEARCH CORPLRCX60$4,3340.00%
227ALLSTATE CORPALL-PJ22$4,2410.00%
228SNAP ON INCSNA12$4,0740.00%
229L3HARRIS TECHNOLOGIES INCLHX19$3,9950.00%
230EMERSON ELEC COEMR32$3,9660.00%
231HEWLETT PACKARD ENTERPRISE CHPE-PC176$3,7580.00%
232DOVER CORPDOV20$3,7520.00%
233TJX COS INC NEW87254010930$3,6240.00%
234OLD REP INTL CORP680223104100$3,6190.00%
235WOODWARD INCWWD21$3,4950.00%
236AIR LEASE CORPAIIR72$3,4710.00%
237CENCORA INCCOR15$3,3700.00%
238NEXTERA ENERGY INCNEE-PW47$3,3690.00%
239AGILENT TECHNOLOGIES INCA25$3,3590.00%
240ELANCO ANIMAL HEALTH INCELAN271$3,2820.00%
241ISHARES INC46434G86398$3,2810.00%
242WEC ENERGY GROUP INCWEC34$3,1970.00%
243DTE ENERGY CODTK26$3,1400.00%
244GATX CORPGATX20$3,0990.00%
245ELI LILLY & COLLY4$3,0880.00%
246BOSTON BEER INCSAM10$3,0000.00%
247SCHWAB CHARLES CORPSCHW-PJ40$2,9600.00%
248MEDTRONIC PLCMDT37$2,9560.00%
249CMS ENERGY CORPCMS-PC43$2,8660.00%
250ADVANCED MICRO DEVICES INCAMD23$2,7780.00%
251COTERRA ENERGY INCCTRA106$2,7070.00%
252BIO RAD LABS INC0905722078$2,6280.00%
253SCOTTS MIRACLE-GRO COSMG38$2,5210.00%
254CARNIVAL CORPCUKPF100$2,4920.00%
255SYNOPSYS INCSNPS5$2,4270.00%
256NORTHROP GRUMMAN CORPNOC5$2,3460.00%
257MCKESSON CORPMCK4$2,2800.00%
258FARMLAND PARTNERS INCFPI193$2,2700.00%
259SERVICENOW INCNOW2$2,1200.00%
260SPIRIT AEROSYSTEMS HLDGS INC84857410962$2,1130.00%
261ACCENTURE PLC IRELANDACN6$2,1110.00%
262LA Z BOY INCLZB46$2,0030.00%
263AMERICAN WTR WKS CO INC NEW03042010316$1,9920.00%
264ISHARES INC46434G88943$1,9440.00%
265SEALED AIR CORP NEWSE57$1,9280.00%
266INTUITINTU3$1,8860.00%
267TCW ETF TRUST29287L10626$1,8040.00%
268VANGUARD MALVERN FDS92202080537$1,8020.00%
269ISHARES TR46435G40966$1,7930.00%
270DEERE & CODE4$1,6950.00%
271CAPITAL ONE FINL CORP14040H1059$1,6050.00%
272FLEXSHARES TRFLEX68$1,5820.00%
273CDW CORPCDW9$1,5660.00%
274VERALTO CORPVLTO15$1,5280.00%
275ISHARES TR46435G19365$1,4750.00%
276CINTAS CORPCTAS8$1,4620.00%
277CITIGROUP INCC-PR20$1,4080.00%
278PAYCHEX INCPAYX10$1,4020.00%
279THE CIGNA GROUP1255231005$1,3810.00%
280ISHARES TR46435U66333$1,3670.00%
281TOYOTA MOTOR CORPTOYOF7$1,3620.00%
282AMERICAN INTL GROUP INC02687478418$1,3100.00%
283AVERY DENNISON CORPAVY7$1,3100.00%
284DT MIDSTREAM INCDTM13$1,2930.00%
285TRANSDIGM GROUP INCTDG1$1,2670.00%
286KLA CORPKLAC2$1,2600.00%
287SCHWAB STRATEGIC TR80852484759$1,2410.00%
288DISCOVER FINL SVCS2547091087$1,2130.00%
289MSCI INCMSCI2$1,2000.00%
290ISHARES TR4642872002$1,1770.00%
291CRACKER BARREL OLD CTRY STOR22410J10622$1,1630.00%
292FORTINET INCFTNT12$1,1340.00%
293AMERIPRISE FINL INC03076C1062$1,0650.00%
294ANALOG DEVICES INCADI5$1,0620.00%
295ROYAL CARIBBEAN GROUPV7780T1034$9230.00%
296FREEPORT-MCMORAN INCFCX24$9140.00%
297PARAMOUNT GLOBAL92556H20686$9000.00%
298WELLTOWER INCWELL7$8820.00%
299TERADATA CORP DELTDC28$8720.00%
300VANGUARD INDEX FDS9229087362$8210.00%
301TRACTOR SUPPLY COTSCO15$7960.00%
302SYNCHRONY FINANCIALSYF-PB12$7800.00%
303NISOURCE INCNI21$7720.00%
304ISHARES TR46435U54916$7630.00%
305REGENERON PHARMACEUTICALSREGN1$7120.00%
306FORD MTR CO34537086071$7030.00%
307KYNDRYL HLDGS INCKD20$6920.00%
308IRON MTN INC DEL46284V1016$6310.00%
309WARNER BROS DISCOVERY INCWBD59$6240.00%
310METLIFE INCMET-PF7$5730.00%
311FIFTH THIRD BANCORPFITBM12$5070.00%
312OBSIDIAN ENERGY LTDOBE85$4920.00%
313NCR ATLEOS CORPORATIONNATL14$4750.00%
314MOTOROLA SOLUTIONS INCMSI1$4620.00%
315ISHARES TR4642874995$4420.00%
316V F CORPVFC20$4290.00%
317VERTEX PHARMACEUTICALS INCVRTX1$4030.00%
318NCR VOYIX CORPORATIONNCRRP28$3880.00%
319MGM RESORTS INTERNATIONALMGM10$3470.00%
320PULTE GROUP INC7458671013$3270.00%
321PRINCIPAL FINANCIAL GROUP INPFG4$3100.00%
322CADENCE DESIGN SYSTEM INCCDNS1$3000.00%
323VIATRIS INCVTRS24$2990.00%
324ORGANON & COOGN20$2980.00%
325VERISK ANALYTICS INCVRSK1$2750.00%
326NRG ENERGY INCNRG3$2710.00%
327LENNAR CORPLEN-B2$2640.00%
328ISHARES TR46432F8424$2480.00%
329COPART INCCPRT3$1720.00%
330UNUM GROUPUNMA2$1460.00%
331ISHARES TR4642871501$1270.00%
332SPDR SER TR78468R7212$720.00%
333VANGUARD SCOTTSDALE FDS92206C5651$680.00%