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The Analysis of Ruedi Wealth Management, Inc.'s Holdings & P&L

Currently, Ruedi Wealth Management, Inc. holds 62 types of securities in its portfolio with a total value $426.3M. In the most recent quarter, they have increased their positions in DFGP (+60.2K shares, valued at $3.3M), DFSD (+47.7K shares, valued at $2.3M), DFAW (+14.3K shares, valued at $1.2M); decreased their positions in BNDX (-15.0K shares, valued at $728.6K), DFUS (-6.8K shares, valued at $558.8K), DFIV (-7.2K shares, valued at $386.5K); initiated new positions in N/A (+368 shares, valued at $275.6K), NVDA (+1.2K shares, valued at $248.6K), INTC (+1.5K shares, valued at $213.4K).

1M P&L

+2.5M+0.58%

3M P&L

+14.2M+3.42%

HY P&L

+33.0M+8.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A412.2M

97.6%

2Consumer Electronics5.3M

1.2%

3Internet Content & Information1.8M

0.4%

Top Industries by Stock Count

1N/A44 stocks

80.0%

2Semiconductors2 stocks

3.6%

3Internet Content & Information2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.3M shares0.16%2026-06-302026-07-29

DFGP DIMENSIONAL ETF TRUST1.1M shares6.07%2026-06-302026-07-29

DFSD DIMENSIONAL ETF TRUST1.1M shares4.34%2026-06-302026-07-29

DFUS DIMENSIONAL ETF TRUST262.9K shares-2.53%2026-06-302026-07-29

DFUV DIMENSIONAL ETF TRUST325.7K shares-1.16%2026-06-302026-07-29

DFIC DIMENSIONAL ETF TRUST477.4K shares4.05%2026-06-302026-07-29

DFAX DIMENSIONAL ETF TRUST465.6K shares-1.23%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST280.3K shares-2.49%2026-06-302026-07-29

Sponsored

DFAT DIMENSIONAL ETF TRUST212.7K shares-1.76%2026-06-302026-07-29

DFEM DIMENSIONAL ETF TRUST302.0K shares-0.24%2026-06-302026-07-29

DFLV DIMENSIONAL ETF TRUST255.4K shares-1.85%2026-06-302026-07-29

DFAS DIMENSIONAL ETF TRUST108.7K shares-0.64%2026-06-302026-07-29

DUSB DIMENSIONAL ETF TRUST164.2K shares8.70%2026-06-302026-07-29

DFGR DIMENSIONAL ETF TRUST199.8K shares4.64%2026-06-302026-07-29

AAPL APPLE INC18.2K shares-0.67%2026-06-302026-07-29

AVUS AMERICAN CENTY ETF TR35.4K shares-0.62%2026-06-302026-07-29

Sponsored

DFAR DIMENSIONAL ETF TRUST172.9K shares2.22%2026-06-302026-07-29

DFCF DIMENSIONAL ETF TRUST101.9K shares0.25%2026-06-302026-07-29

AVLV AMERICAN CENTY ETF TR47.0K shares-0.08%2026-06-302026-07-29

BNDX VANGUARD CHARLOTTE FDS86.3K shares-14.84%2026-06-302026-07-29

DISV DIMENSIONAL ETF TRUST101.6K shares0.69%2026-06-302026-07-29

DFSV DIMENSIONAL ETF TRUST72.7K shares0.33%2026-06-302026-07-29

DFIS DIMENSIONAL ETF TRUST72.8K shares1.95%2026-06-302026-07-29

AVNV AMERICAN CENTY ETF TR28.5K shares0.00%2026-06-302026-07-29

Sponsored

DFAW DIMENSIONAL ETF TRUST27.7K shares107.28%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR15.7K shares-0.49%2026-06-302026-07-29

AVSC AMERICAN CENTY ETF TR19.8K shares0.00%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS19.3K shares9.93%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS9.6K shares0.37%2026-06-302026-07-29

GOOGL ALPHABET INC2.5K shares0.00%2026-06-302026-07-29

GOOG ALPHABET INC2.4K shares1.26%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR17.0K shares2.43%2026-06-302026-07-29

HD HOME DEPOT INC2.4K shares0.08%2026-06-302026-07-29

DFSU DIMENSIONAL ETF TRUST16.8K shares-3.70%2026-06-302026-07-29

AVDV AMERICAN CENTY ETF TR6.9K shares0.00%2026-06-302026-07-29

MSFT MICROSOFT CORP1.9K shares-3.53%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS8.1K shares-0.88%2026-06-302026-07-29

VUSB VANGUARD BD INDEX FDS10.3K shares-34.90%2026-06-302026-07-29

AVDS AMERICAN CENTY ETF TR6.8K shares0.00%2026-06-302026-07-29

Sponsored

VGSH VANGUARD SCOTTSDALE FDS8.5K shares-6.22%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares0.00%2026-06-302026-07-29

DFAE DIMENSIONAL ETF TRUST12.1K shares-4.71%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS5.8K shares-4.05%2026-06-302026-07-29

DFAU DIMENSIONAL ETF TRUST8.6K shares-0.12%2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR4.9K shares-2.92%2026-06-302026-07-29

MPC MARATHON PETE CORP1.7K shares-9.41%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-0.34%2026-06-302026-07-29

Sponsored

CAT CATERPILLAR INC384 shares0.00%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares0.00%2026-06-302026-07-29

DFAI DIMENSIONAL ETF TRUST9.2K shares1.81%2026-06-302026-07-29

QQQ INVESCO QQQ TR501 shares0.00%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F5.9K shares8.35%2026-06-302026-07-29

DFSI DIMENSIONAL ETF TRUST7.6K shares2.30%2026-06-302026-07-29

BROADCOM INC BROADCOM INC820 shares0.12%2026-06-302026-07-29

CEF SPROTT ASSET MANAGEMENT LP7.0K shares0.00%2026-06-302026-07-29

Sponsored

ISHARES TR ISHARES TR368 sharesnew addition2026-06-302026-07-29

NVDA NVIDIA CORPORATION1.2K sharesnew addition2026-06-302026-07-29

ERIC TELEFONAKTIEBOLAGET LM ERICS19.2K shares0.00%2026-06-302026-07-29

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-07-29

UNP UNION PAC CORP759 sharesnew addition2026-06-302026-07-29

DFSE DIMENSIONAL ETF TRUST4.1K sharesnew addition2026-06-302026-07-29

DFAC

DIMENSIONAL ETF TRUST

0.16%

Shares2.3M

Event2026-06-30

Filed2026-07-29

DFGP

DIMENSIONAL ETF TRUST

6.07%

Shares1.1M

Event2026-06-30

Filed2026-07-29

DFSD

DIMENSIONAL ETF TRUST

4.34%

Shares1.1M

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

-2.53%

Shares262.9K

Event2026-06-30

Filed2026-07-29

DFUV

DIMENSIONAL ETF TRUST

-1.16%

Shares325.7K

Event2026-06-30

Filed2026-07-29

DFIC

DIMENSIONAL ETF TRUST

4.05%

Shares477.4K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL ETF TRUST

-1.23%

Shares465.6K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

-2.49%

Shares280.3K

Event2026-06-30

Filed2026-07-29

DFAT

DIMENSIONAL ETF TRUST

-1.76%

Shares212.7K

Event2026-06-30

Filed2026-07-29

DFEM

DIMENSIONAL ETF TRUST

-0.24%

Shares302.0K

Event2026-06-30

Filed2026-07-29

DFLV

DIMENSIONAL ETF TRUST

-1.85%

Shares255.4K

Event2026-06-30

Filed2026-07-29

DFAS

DIMENSIONAL ETF TRUST

-0.64%

Shares108.7K

Event2026-06-30

Filed2026-07-29

DUSB

DIMENSIONAL ETF TRUST

8.70%

Shares164.2K

Event2026-06-30

Filed2026-07-29

DFGR

DIMENSIONAL ETF TRUST

4.64%

Shares199.8K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-0.67%

Shares18.2K

Event2026-06-30

Filed2026-07-29

AVUS

AMERICAN CENTY ETF TR

-0.62%

Shares35.4K

Event2026-06-30

Filed2026-07-29

DFAR

DIMENSIONAL ETF TRUST

2.22%

Shares172.9K

Event2026-06-30

Filed2026-07-29

DFCF

DIMENSIONAL ETF TRUST

0.25%

Shares101.9K

Event2026-06-30

Filed2026-07-29

AVLV

AMERICAN CENTY ETF TR

-0.08%

Shares47.0K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD CHARLOTTE FDS

-14.84%

Shares86.3K

Event2026-06-30

Filed2026-07-29

DISV

DIMENSIONAL ETF TRUST

0.69%

Shares101.6K

Event2026-06-30

Filed2026-07-29

DFSV

DIMENSIONAL ETF TRUST

0.33%

Shares72.7K

Event2026-06-30

Filed2026-07-29

DFIS

DIMENSIONAL ETF TRUST

1.95%

Shares72.8K

Event2026-06-30

Filed2026-07-29

AVNV

AMERICAN CENTY ETF TR

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-29

DFAW

DIMENSIONAL ETF TRUST

107.28%

Shares27.7K

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

-0.49%

Shares15.7K

Event2026-06-30

Filed2026-07-29

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares19.8K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

9.93%

Shares19.3K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

0.37%

Shares9.6K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

1.26%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ISHARES TR

2.43%

Shares17.0K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-29

DFSU

DIMENSIONAL ETF TRUST

-3.70%

Shares16.8K

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-3.53%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-0.88%

Shares8.1K

Event2026-06-30

Filed2026-07-29

VUSB

VANGUARD BD INDEX FDS

-34.90%

Shares10.3K

Event2026-06-30

Filed2026-07-29

AVDS

AMERICAN CENTY ETF TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

-6.22%

Shares8.5K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

DFAE

DIMENSIONAL ETF TRUST

-4.71%

Shares12.1K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

-4.05%

Shares5.8K

Event2026-06-30

Filed2026-07-29

DFAU

DIMENSIONAL ETF TRUST

-0.12%

Shares8.6K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

-2.92%

Shares4.9K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-9.41%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.34%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

0.00%

Shares384

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

DFAI

DIMENSIONAL ETF TRUST

1.81%

Shares9.2K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.00%

Shares501

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

8.35%

Shares5.9K

Event2026-06-30

Filed2026-07-29

DFSI

DIMENSIONAL ETF TRUST

2.30%

Shares7.6K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

0.12%

Shares820

Event2026-06-30

Filed2026-07-29

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares368

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

New

Shares759

Event2026-06-30

Filed2026-07-29

DFSE

DIMENSIONAL ETF TRUST

New

Shares4.1K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available