Ruedi Wealth Management, Inc.
59 holdingsFiling period: 2026-03-31Current AUM: $420.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.29M | $89.0M | $101.9M | 24.24% | -43,072 | 2026-03-31 |
| 2 | DFGP | DIMENSIONAL ETF TRUST | 993.0K | $53.6M | $52.9M | 12.58% | +74.1K | 2026-03-31 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 1.10M | $52.5M | $51.9M | 12.35% | +54.5K | 2026-03-31 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 269.7K | $19.1M | $22.0M | 5.24% | +8.7K | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 458.8K | $16.3M | $17.5M | 4.16% | -23,678 | 2026-03-31 |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 471.4K | $16.0M | $17.2M | 4.09% | -24,892 | 2026-03-31 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | 329.6K | $16.0M | $18.3M | 4.36% | -3,783 | 2026-03-31 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 287.4K | $15.2M | $16.5M | 3.92% | -16,597 | 2026-03-31 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 216.5K | $13.5M | $15.3M | 3.64% | +7.5K | 2026-03-31 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 302.7K | $10.5M | $11.4M | 2.71% | -6,379 | 2026-03-31 |
| 11 | DFLV | DIMENSIONAL ETF TRUST | 260.2K | $9.3M | $10.6M | 2.52% | +26.4K | 2026-03-31 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | 109.4K | $7.8M | $8.9M | 2.11% | +6.0K | 2026-03-31 |
| 13 | DUSB | DIMENSIONAL ETF TRUST | 151.0K | $7.7M | $7.7M | 1.82% | -5,418 | 2026-03-31 |
| 14 | DFGR | DIMENSIONAL ETF TRUST | 191.0K | $5.1M | $5.7M | 1.35% | +17.5K | 2026-03-31 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | 101.4K | $4.9M | $4.8M | 1.15% | +2.9K | 2026-03-31 |
| 16 | AAPL | APPLE INC | 18.3K | $4.7M | $5.7M | 1.35% | -61 | 2026-03-31 |
| 17 | DFCF | DIMENSIONAL ETF TRUST | 101.7K | $4.3M | $4.2M | 1.00% | -4,907 | 2026-03-31 |
| 18 | DFAR | DIMENSIONAL ETF TRUST | 169.1K | $4.0M | $4.5M | 1.08% | +3.9K | 2026-03-31 |
| 19 | DISV | DIMENSIONAL ETF TRUST | 100.9K | $4.0M | $4.3M | 1.02% | -8,215 | 2026-03-31 |
| 20 | AVUS | AMERICAN CENTY ETF TR | 35.6K | $4.0M | $4.5M | 1.08% | +38 | 2026-03-31 |
| 21 | AVLV | AMERICAN CENTY ETF TR | 47.1K | $3.8M | $4.3M | 1.03% | -131 | 2026-03-31 |
| 22 | DFSV | DIMENSIONAL ETF TRUST | 72.5K | $2.5M | $2.9M | 0.68% | +79 | 2026-03-31 |
| 23 | DFIS | DIMENSIONAL ETF TRUST | 71.5K | $2.4M | $2.6M | 0.61% | +4.7K | 2026-03-31 |
| 24 | AVNV | AMERICAN CENTY ETF TR | 28.5K | $2.2M | $2.4M | 0.56% | -- | 2026-03-31 |
| 25 | BND | VANGUARD BD INDEX FDS | 17.6K | $1.3M | $1.3M | 0.30% | +2.7K | 2026-03-31 |
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