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

Currently, Ruedi Wealth Management, Inc. holds 58 types of securities in its portfolio with a total value $388.3M. In the most recent quarter, they have increased their positions in DFGP (+74.1K shares, valued at $4.0M), DFSD (+54.5K shares, valued at $2.6M), DFLV (+26.4K shares, valued at $943.6K); decreased their positions in DFAC (-43.1K shares, valued at $1.7M), DFIV (-16.6K shares, valued at $876.0K), DFAX (-24.9K shares, valued at $845.6K); initiated new positions in N/A (+16.6K shares, valued at $817.1K), WMT (+1.7K shares, valued at $208.7K).

1M P&L

+9.0M+2.23%

3M P&L

+9.2M+2.28%

HY P&L

+36.4M+9.68%

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/A377.3M

97.9%

2Consumer Electronics4.7M

1.2%

3Home Improvement Retail789.4K

0.2%

Top Industries by Stock Count

1N/A44 stocks

83.0%

2Discount Stores1 stocks

1.9%

3Communication Equipment1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.3M shares-1.85%2026-03-312026-05-04

DFGP DIMENSIONAL ETF TRUST993.0K shares8.07%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST1.1M shares5.22%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST269.7K shares3.31%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST458.8K shares-4.91%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST471.4K shares-5.02%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST329.6K shares-1.13%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST287.4K shares-5.46%2026-03-312026-05-04

Sponsored

DFAT DIMENSIONAL ETF TRUST216.5K shares3.61%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST302.7K shares-2.06%2026-03-312026-05-04

DFLV DIMENSIONAL ETF TRUST260.2K shares11.30%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST109.4K shares5.78%2026-03-312026-05-04

DUSB DIMENSIONAL ETF TRUST151.0K shares-3.46%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST191.0K shares10.08%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS101.4K shares2.89%2026-03-312026-05-04

AAPL APPLE INC18.3K shares-0.33%2026-03-312026-05-04

Sponsored

DFCF DIMENSIONAL ETF TRUST101.7K shares-4.60%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST169.1K shares2.34%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST100.9K shares-7.53%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR35.6K shares0.11%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR47.1K shares-0.28%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST72.5K shares0.11%2026-03-312026-05-04

DFIS DIMENSIONAL ETF TRUST71.5K shares7.01%2026-03-312026-05-04

AVNV AMERICAN CENTY ETF TR28.5K shares0.00%2026-03-312026-05-04

Sponsored

BND VANGUARD BD INDEX FDS17.6K shares17.98%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR15.8K shares-3.38%2026-03-312026-05-04

AVSC AMERICAN CENTY ETF TR19.8K shares0.00%2026-03-312026-05-04

DFAW DIMENSIONAL ETF TRUST13.4K shares5.06%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS9.5K shares-2.36%2026-03-312026-05-04

ISHARES TR ISHARES TR16.6K sharesnew addition2026-03-312026-05-04

HD HOME DEPOT INC2.4K shares0.04%2026-03-312026-05-04

Sponsored

VUSB VANGUARD BD INDEX FDS15.8K shares0.57%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.5K shares0.00%2026-03-312026-05-04

MSFT MICROSOFT CORP2.0K shares0.05%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST17.5K shares10.33%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR6.9K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.4K shares0.00%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS9.1K shares-20.99%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS8.2K shares-10.37%2026-03-312026-05-04

Sponsored

XOM EXXON MOBIL CORP2.9K shares0.00%2026-03-312026-05-04

AVDS AMERICAN CENTY ETF TR6.8K shares0.00%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS6.0K shares-1.40%2026-03-312026-05-04

MPC MARATHON PETE CORP1.9K shares0.42%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.5K shares0.00%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST12.7K shares-11.72%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR5.1K shares-0.02%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST8.7K shares0.01%2026-03-312026-05-04

Sponsored

VTI VANGUARD INDEX FDS1.2K shares4.29%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST9.1K shares-5.55%2026-03-312026-05-04

CEF SPROTT ASSET MANAGEMENT LP7.0K shares0.00%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST7.5K shares-1.62%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F5.4K shares-7.11%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR501 shares-8.58%2026-03-312026-05-04

CAT CATERPILLAR INC384 shares0.00%2026-03-312026-05-04

BROADCOM INC BROADCOM INC819 shares0.00%2026-03-312026-05-04

Sponsored

ERIC TELEFONAKTIEBOLAGET LM ERICS19.2K shares0.00%2026-03-312026-05-04

WMT WALMART INC1.7K sharesnew addition2026-03-312026-05-04

DFAC

DIMENSIONAL ETF TRUST

-1.85%

Shares2.3M

Event2026-03-31

Filed2026-05-04

DFGP

DIMENSIONAL ETF TRUST

8.07%

Shares993.0K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

5.22%

Shares1.1M

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

3.31%

Shares269.7K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

-4.91%

Shares458.8K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-5.02%

Shares471.4K

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

-1.13%

Shares329.6K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

-5.46%

Shares287.4K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

3.61%

Shares216.5K

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

-2.06%

Shares302.7K

Event2026-03-31

Filed2026-05-04

DFLV

DIMENSIONAL ETF TRUST

11.30%

Shares260.2K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

5.78%

Shares109.4K

Event2026-03-31

Filed2026-05-04

DUSB

DIMENSIONAL ETF TRUST

-3.46%

Shares151.0K

Event2026-03-31

Filed2026-05-04

DFGR

DIMENSIONAL ETF TRUST

10.08%

Shares191.0K

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

2.89%

Shares101.4K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-0.33%

Shares18.3K

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

-4.60%

Shares101.7K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

2.34%

Shares169.1K

Event2026-03-31

Filed2026-05-04

DISV

DIMENSIONAL ETF TRUST

-7.53%

Shares100.9K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

0.11%

Shares35.6K

Event2026-03-31

Filed2026-05-04

AVLV

AMERICAN CENTY ETF TR

-0.28%

Shares47.1K

Event2026-03-31

Filed2026-05-04

DFSV

DIMENSIONAL ETF TRUST

0.11%

Shares72.5K

Event2026-03-31

Filed2026-05-04

DFIS

DIMENSIONAL ETF TRUST

7.01%

Shares71.5K

Event2026-03-31

Filed2026-05-04

AVNV

AMERICAN CENTY ETF TR

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

17.98%

Shares17.6K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

-3.38%

Shares15.8K

Event2026-03-31

Filed2026-05-04

AVSC

AMERICAN CENTY ETF TR

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-04

DFAW

DIMENSIONAL ETF TRUST

5.06%

Shares13.4K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-2.36%

Shares9.5K

Event2026-03-31

Filed2026-05-04

ISHARES TR

New

Shares16.6K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

0.04%

Shares2.4K

Event2026-03-31

Filed2026-05-04

VUSB

VANGUARD BD INDEX FDS

0.57%

Shares15.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

10.33%

Shares17.5K

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

-20.99%

Shares9.1K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-10.37%

Shares8.2K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-04

AVDS

AMERICAN CENTY ETF TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

-1.40%

Shares6.0K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

0.42%

Shares1.9K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

-11.72%

Shares12.7K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

-0.02%

Shares5.1K

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

0.01%

Shares8.7K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

4.29%

Shares1.2K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

-5.55%

Shares9.1K

Event2026-03-31

Filed2026-05-04

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-04

DFSI

DIMENSIONAL ETF TRUST

-1.62%

Shares7.5K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-7.11%

Shares5.4K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-8.58%

Shares501

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

0.00%

Shares384

Event2026-03-31

Filed2026-05-04

BROADCOM INC

0.00%

Shares819

Event2026-03-31

Filed2026-05-04

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available