Ruedi Wealth Management, Inc. Portfolio Holdings

Ruedi Wealth Management, Inc.

  • $238 Billion
  • Q1 2024

Ruedi Wealth Management, Inc. has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $238 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $72.9B, Dimensional ETF Tr Us Marketwi with a value of $17.4B, Dimensional ETF Tr Core Fxd In with a value of $15.3B, Dimensional ETF Tr U S Equity with a value of $14.9B, and Dimensional ETF Tr U S Target with a value of $12.2B.

Examining the 13F form we can see an increase of $25.7B in the current position value, from $212B to 238B. Also it can be appreciated an additional of 31 stocks purchases and 1 closed positions.

Ruedi Wealth Management, Inc. is based out at Champaign, IL

Below you can find more details about Ruedi Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $238 Billion
ETFs: $200 Billion
Technology: $5.02 Billion
Consumer Cyclical: $1.26 Billion
Financial Services: $1.11 Billion
Energy: $932 Million
Communication Services: $835 Million
Consumer Defensive: $762 Million
Industrials: $679 Million
Other: $738 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.9 Billion 30.67% of portfolio
2,281,784
Q1 2024 Added 2.39%
$0
$17.4 Billion 7.3% of portfolio
424,484
Q1 2024 Reduced 1.27%
$0
$15.3 Billion 6.44% of portfolio
364,965
Q1 2024 Reduced 11.33%
$0
$14.9 Billion 6.27% of portfolio
261,408
Q1 2024 Reduced 2.2%
$0
$12.2 Billion 5.14% of portfolio
224,600
Q1 2024 Reduced 0.27%
$0
$11.8 Billion 4.96% of portfolio
462,961
Q1 2024 Added 0.78%
$0
$11.1 Billion 4.67% of portfolio
235,741
Q1 2024 Added 64.0%
$0
$9.87 Billion 4.15% of portfolio
268,464
Q1 2024 Added 4.2%
$0
$8.15 Billion 3.43% of portfolio
304,514
Q1 2024 Added 5.8%
Dimensional ETF Trust
-
$6.8 Billion 2.86% of portfolio
-
Q1 2024 Added 469.4%
$0
$6.46 Billion 2.72% of portfolio
103,678
Q1 2024 Added 1.58%
$0
$5.08 Billion 2.14% of portfolio
199,232
Q1 2024 Added 10.36%
$0
$4.95 Billion 2.08% of portfolio
100,595
Q1 2024 Reduced 6.86%
$0
$3.97 Billion 1.67% of portfolio
177,662
Q1 2024 Added 0.09%
Dimensional ETF Trust
-
$3.76 Billion 1.58% of portfolio
-
Q1 2024 Added 12.32%
$3.66T
$3.44 Billion 1.45% of portfolio
20,036
Q1 2024 Added 0.31%
$0
$2.33 Billion 0.98% of portfolio
85,837
Q1 2024 Added 12.64%
Dimensional ETF Trust
-
$1.95 Billion 0.82% of portfolio
-
Q1 2024 Added 68.16%
$0
$1.72 Billion 0.72% of portfolio
15,579
Q1 2024 Reduced 0.19%
$0
$1.12 Billion 0.47% of portfolio
44,566
Q1 2024 Added 13.46%
$0
$988 Million 0.42% of portfolio
3,800
Q1 2024 Added 195.95%
$348B
$900 Million 0.38% of portfolio
2,345
Q1 2024 Added 2.67%
$0
$851 Million 0.36% of portfolio
9,846
Q1 2024 Added 0.72%
$0
$860 Million 0.36% of portfolio
11,838
Q1 2024 Reduced 3.83%
$0
$832 Million 0.35% of portfolio
1,590
Q1 2024 Added 0.06%
$3.48T
$802 Million 0.34% of portfolio
1,907
Q1 2024 Added 3.03%
$0
$817 Million 0.34% of portfolio
14,074
Q1 2024 Reduced 37.39%
-
$801 Million 0.34% of portfolio
-
Q1 2024 Added 0.85%
Dimensional ETF Trust
-
$725 Million 0.31% of portfolio
-
Q1 2024 Added 141.06%
$0
$580 Million 0.24% of portfolio
1,207
Q1 2024 New
$0
$543 Million 0.23% of portfolio
7,077
Q1 2024 Reduced 2.31%
$0
$478 Million 0.2% of portfolio
15,810
Q1 2024 Reduced 5.19%
$0
$454 Million 0.19% of portfolio
15,072
Q1 2024 Added 8.96%
$0
$415 Million 0.17% of portfolio
16,789
Q1 2024 Added 0.98%
$602B
$395 Million 0.17% of portfolio
1,972
Q1 2024 Added 5.62%
-
$385 Million 0.16% of portfolio
-
Q1 2023 New
$0
$387 Million 0.16% of portfolio
7,711
Q1 2024 Added 4.19%
$83.5B
$354 Million 0.15% of portfolio
1,758
Q3 2023 New
$1.13T
$359 Million 0.15% of portfolio
2,380
Q1 2024 Added 8.18%
$468B
$359 Million 0.15% of portfolio
3,092
Q3 2023 Added 2.93%
$0
$362 Million 0.15% of portfolio
815
Q1 2024 Added 0.25%
$0
$357 Million 0.15% of portfolio
9,771
Q1 2024 Reduced 0.54%
$1.16T
$344 Million 0.14% of portfolio
2,260
Q1 2024 Reduced 11.02%
$0
$308 Million 0.13% of portfolio
5,320
Q1 2024 Reduced 3.45%
$0
$283 Million 0.12% of portfolio
3,021
Q1 2024 Reduced 0.98%
$0
$230 Million 0.1% of portfolio
3,582
Q2 2023 Added 98.01%
$0
$243 Million 0.1% of portfolio
5,809
Q1 2024 Added 2.22%
$137B
$181 Million 0.08% of portfolio
735
Q1 2023 Reduced 8.01%
$223B
$157 Million 0.07% of portfolio
899
Q1 2024 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $238 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 31 stocks
  • Additional Purchases 72 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 30 stocks
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