Investor
Ruedi Wealth Management, Inc.
CIK 0001940678 · filed 2026-05-04 · SEC filing
13F book
$388.3M
Positions
58
2 new · 2 sold
Largest name
22.9%
Dimensional Etf Trust
Est. mark
$1.85M
Price effect on 56 names still held. Flow $4.85M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust | — | 2.29M | $89M | 22.9% | −$1.67M | Cut−$3.38M |
| Dimensional Etf Trust | — | 993K | $53.6M | 13.8% | −$73.5K | Added$3.93M |
| Dimensional Etf Trust | — | 1.1M | $52.5M | 13.5% | −$73K | Added$2.53M |
| Dimensional Etf Trust | — | 269.7K | $19.1M | 4.9% | −$851.1K | Added−$237.6K |
| Dimensional Etf Trust | — | 458.8K | $16.3M | 4.2% | $490.9K | Cut−$325K |
| Dimensional Etf Trust | — | 471.4K | $16M | 4.1% | $584.5K | Cut−$230.2K |
| Dimensional Etf Trust | — | 329.6K | $16M | 4.1% | $616.3K | Cut$440.1K |
| Dimensional Etf Trust | — | 287.4K | $15.2M | 3.9% | $827.7K | Cut−$459 |
| Dimensional Etf Trust | — | 216.5K | $13.5M | 3.5% | $608.2K | Added$1.08M |
| Dimensional Etf Trust | — | 302.7K | $10.5M | 2.7% | $444.9K | Cut$233.9K |
| Dimensional Etf Trust | — | 260.2K | $9.29M | 2.4% | $350.7K | Added$1.29M |
| Dimensional Etf Trust | — | 109.4K | $7.78M | 2.0% | $151K | Added$576.5K |
| Dimensnl Ultrashrt Fixed | — | 151K | $7.66M | 2.0% | $9.06K | Cut−$265.4K |
| Dimensional Etf Trust | — | 191K | $5.08M | 1.3% | $27.7K | Added$492.6K |
| Vanguard Charlotte Fds | — | 101.4K | $4.87M | 1.3% | −$26.6K | Added$110.4K |
| Apple Inc. | AAPL | 18.3K | $4.65M | 1.2% | −$331.3K | Cut−$347.9K |
| Dimensional Etf Trust | — | 101.7K | $4.29M | 1.1% | −$34.5K | Cut−$243.4K |
| Dimensional Etf Trust | — | 169.1K | $4M | 1.0% | $123.7K | Added$215.1K |
| Dimensional Etf Trust | — | 100.9K | $3.98M | 1.0% | $145.3K | Cut−$166.9K |
| American Centy Etf Tr | — | 35.6K | $3.96M | 1.0% | −$21.4K | Added−$17.1K |
| American Centy Etf Tr | — | 47.1K | $3.79M | 1.0% | $227.7K | Cut$217.8K |
| Dimensional Etf Trust | — | 72.5K | $2.54M | 0.7% | $155.7K | Added$158.5K |
| Dimensional Etf Trust | — | 71.5K | $2.41M | 0.6% | $48.8K | Added$206.3K |
| American Centy Etf Tr | — | 28.5K | $2.24M | 0.6% | $103.8K | Held |
| Vanguard Bd Index Fds | — | 17.6K | $1.29M | 0.3% | −$6.42K | Added$190.9K |
| American Centy Etf Tr | — | 15.8K | $1.27M | 0.3% | $56.3K | Cut$13.7K |
| American Centy Etf Tr | — | 19.8K | $1.24M | 0.3% | $70.6K | Held |
| Dimensional World Equity | — | 13.4K | $985.6K | 0.3% | −$2.54K | Added$45K |
| Spdr S&P 500 Etf Tr | — | 1.37K | $893.6K | 0.2% | −$43.3K | Held |
| Vanguard Index Fds | — | 9.54K | $846.6K | 0.2% | $1.97K | Cut−$18.5K |
| Ishares Tr | — | 16.6K | $817.1K | 0.2% | — | New |
| Home Depot, Inc. | HD | 2.4K | $789.4K | 0.2% | −$36.3K | Added−$36K |
| Vanguard Bd Index Fds | — | 15.8K | $784.8K | 0.2% | −$896 | Added$3.54K |
| Alphabet Inc | — | 2.52K | $725.3K | 0.2% | −$64.2K | Held |
| Microsoft Corp | MSFT | 1.96K | $723.9K | 0.2% | −$222.1K | Added−$221.7K |
| Dimensional Etf Trust | — | 17.5K | $717.6K | 0.2% | −$37K | Added$30.2K |
| American Centy Etf Tr | — | 6.91K | $690.4K | 0.2% | $40.7K | Held |
| Alphabet Inc | — | 2.38K | $684.2K | 0.2% | −$64.3K | Held |
| Vanguard Scottsdale Fds | — | 9.08K | $531.7K | 0.1% | −$1.7K | Cut−$143.4K |
| Vanguard Tax-Managed Fds | — | 8.19K | $524.9K | 0.1% | $13.2K | Cut−$46K |
| Exxon Mobil Corp | — | 2.87K | $487.5K | 0.1% | $141.7K | Held |
| American Centy Etf Tr | — | 6.77K | $486.1K | 0.1% | $13.8K | Held |
| Vanguard Bd Index Fds | — | 6.04K | $473.8K | 0.1% | −$2.42K | Cut−$9.2K |
| Marathon Pete Corp | — | 1.89K | $462.1K | 0.1% | $153.7K | Added$155.7K |
| Jpmorgan Chase & Co. | — | 1.49K | $438.9K | 0.1% | −$41.7K | Held |
| Dimensional Etf Trust | — | 12.7K | $431.7K | 0.1% | $16.4K | Cut−$38.7K |
| American Centy Etf Tr | — | 5.06K | $429.6K | 0.1% | $12.7K | Cut$12.7K |
| Dimensional Etf Trust | — | 8.65K | $390.4K | 0.1% | −$14.5K | Added−$14.4K |
| Vanguard Index Fds | — | 1.17K | $374.7K | 0.1% | −$16.2K | Added−$781 |
| Dimensional Etf Trust | — | 9.06K | $352.8K | 0.1% | $7.72K | Cut−$12.6K |
| Sprott Asset Management Lp | — | 7.01K | $334.5K | 0.1% | $13.5K | Held |
| Dimensional Etf Trust | — | 7.47K | $316.7K | 0.1% | −$3.29K | Cut−$8.56K |
| Vanguard Intl Equity Index F | — | 5.45K | $294.5K | 0.1% | $1.58K | Cut−$20.8K |
| Invesco Qqq Tr | — | 501 | $289.1K | 0.1% | −$18.4K | Cut−$47.2K |
| Caterpillar Inc | CAT | 384 | $272.2K | 0.1% | $52.1K | Held |
| Broadcom Inc. | AVGO | 819 | $253.6K | 0.1% | −$29.9K | Held |
| Telefonaktiebolaget Lm Erics | — | 19.2K | $216.4K | 0.1% | $31.1K | Held |
| Walmart Inc. | WMT | 1.68K | $208.7K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.