Institutional Manager · CIK 0001940678
Ruedi Wealth Management, Inc.
CHAMPAIGN, IL · File #028-23135
Latest AUM
$381.6M
Positions
58
Top-10 Concentration
78.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202558 pos · $381.6M
- 13F HOLDINGS REPORTQ/E Sep 202553 pos · $357.2M
- 13F HOLDINGS REPORTQ/E Jun 202555 pos · $337.1M
- 13F HOLDINGS REPORTQ/E Mar 2025332 pos · $319.6M
- 13F HOLDINGS REPORTQ/E Dec 2024333 pos · $316.8M
- 13F HOLDINGS REPORTQ/E Sep 2024344 pos · $291.3M
- 13F HOLDINGS REPORTQ/E Jun 2024492 pos · $254.0M
- 13F HOLDINGS REPORTQ/E Mar 2024261 pos · $237.7M
- 13F HOLDINGS REPORTQ/E Dec 2023225 pos · $174.5M
- 13F HOLDINGS REPORTQ/E Sep 2023226 pos · $170.1M
- 13F HOLDINGS REPORTQ/E Jun 2023265 pos · $155.6M
- 13F HOLDINGS REPORTQ/E Mar 2023262 pos · $141.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,333,207 | $92.4M | 24.35% |
| 2 | DIMENSIONAL ETF TRUST | 25434V864 | 1,042,845 | $50.0M | 13.18% |
| 3 | DIMENSIONAL ETF TRUST | 25434V583 | 918,918 | $49.7M | 13.10% |
| 4 | DIMENSIONAL ETF TRUST | 25434V401 | 261,048 | $19.4M | 5.10% |
| 5 | DIMENSIONAL ETF TRUST | 25434V799 | 482,491 | $16.6M | 4.38% |
| 6 | DIMENSIONAL ETF TRUST | 25434V880 | 496,247 | $16.2M | 4.28% |
| 7 | DIMENSIONAL ETF TRUST | 25434V724 | 333,365 | $15.5M | 4.09% |
| 8 | DIMENSIONAL ETF TRUST | 25434V807 | 304,011 | $15.2M | 4.00% |
| 9 | DIMENSIONAL ETF TRUST | 25434V609 | 208,993 | $12.4M | 3.28% |
| 10 | DIMENSIONAL ETF TRUST | 25434V732 | 309,068 | $10.2M | 2.69% |
| 11 | DIMENSIONAL ETF TRUST | 25434V666 | 233,770 | $8.0M | 2.11% |
| 12 | DIMENSIONAL ETF TRUST | 25434V591 | 156,439 | $7.9M | 2.09% |
| 13 | DIMENSIONAL ETF TRUST | 25434V500 | 103,444 | $7.2M | 1.90% |
| 14 | APPLE INC | AAPL | 18,391 | $5.0M | 1.32% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 98,521 | $4.8M | 1.25% |
| 16 | DIMENSIONAL ETF TRUST | 25434V658 | 173,478 | $4.6M | 1.21% |
| 17 | DIMENSIONAL ETF TRUST | 25434V872 | 106,580 | $4.5M | 1.20% |
| 18 | DIMENSIONAL ETF TRUST | 25434V781 | 109,113 | $4.1M | 1.09% |
| 19 | AMERICAN CENTY ETF TR | 025072885 | 35,572 | $4.0M | 1.05% |
| 20 | DIMENSIONAL ETF TRUST | 25434V823 | 165,232 | $3.8M | 1.00% |