Ruedi Wealth Management, Inc. Purchases in Q4 2024

Ruedi Wealth Management, Inc.

  • $317 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
274K
+ 57.23%
N/A
752K $39.7B
DFSD
Dimensional ETF Tr Short Durat

ETFs
284K
+ 47.55%
$46.75 - $47.8 $13.3M - $13.6M
881K $41.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
12K
+ 4.37%
$61.52 - $66.5 $737K - $797K
286K $18.2B
Dimensional ETF Trust
41K
+ 16.24%
N/A
293K $8.81B
DFAT
Dimensional ETF Tr U S Target

ETFs
16.7K
+ 7.12%
$54.54 - $61.04 $911K - $1.02M
251K $14B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.89K
+ 6.76%
$63.58 - $71.15 $501K - $561K
125K $8.11B
Dimensional ETF Trust
8.52K
+ 7.53%
N/A
122K $6.16B
Dimensional ETF Trust
27.6K
+ 27.61%
N/A
128K $3.26B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.1K
+ 11.47%
$26.16 - $28.82 $760K - $838K
282K $7.4B
DFIV
Dimensional ETF Tr

ETFs
30.3K
+ 9.58%
$34.86 - $37.97 $1.06M - $1.15M
347K $12.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
16.4K
+ 14.26%
$26.18 - $28.77 $430K - $473K
132K $3.5B
AVEM
American Centy ETF Tr Avantis

ETFs
2.03K
+ 38.13%
$58.59 - $66.14 $119K - $134K
7.37K $433M
Dimensional ETF Trust
1.28K
+ 12.83%
N/A
11.2K $702M
JPM
Jpmorgan Chase & CO

Financial Services
41
+ 2.02%
$205.18 - $250.29 $8.41K - $10.3K
2.07K $496M
DFSU
Dimensional ETF Tr Dimen Us Su
933
+ 8.19%
N/A
12.3K $467M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 13.64%
$180.88 - $232.93 $10.9K - $14K
500 $110M
Ishares Bitcoin Trust ETF
190
New
N/A
190 $10.1M
DFAU
Dimensional ETF Tr

ETFs
3
+ 0.03%
$39.27 - $42.38 $118 - $127
9.73K $394M
Blackrock Inc
5
New
N/A
5 $5.13M
Lam Research Corp
60
New
N/A
60 $4.33M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
22
+ 22.92%
$124.61 - $133.96 $2.74K - $2.95K
118 $15.2M
PANW
Palo Alto Networks Inc

Technology
137
+ 100.0%
$181.96 - $405.9 $24.9K - $55.6K
274 $49.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
72
+ 0.5%
$30.18 - $33.87 $2.17K - $2.44K
14.3K $441M
AVDE
American Centy ETF Tr Avantis

ETFs
33
+ 49.25%
$60.9 - $66.69 $2.01K - $2.2K
100 $6.16M
IVV
Ishares Core S&P 500 ETF

ETFs
2
New
$570.51 - $610.59 $1.14K - $1.22K
2 $1.18M
VUG
Vanguard Growth ETF

ETFs
2
New
$378.79 - $428.11 $758 - $856
2 $821K
EMB
Ishares Tr

ETFs
14
+ 15.73%
$88.94 - $93.46 $1.25K - $1.31K
103 $9.14M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
21
+ 27.27%
$33.39 - $37.66 $701 - $791
98 $3.28M
IWR
Ishares Russell Mid Cap ETF

ETFs
5
New
$87.25 - $95.52 $436 - $478
5 $442K
VOTE
Engine No 1 ETF Tr

ETFs
5
+ 23.81%
$66.37 - $71.58 $332 - $358
26 $1.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7
+ 6.6%
$50.37 - $50.6 $353 - $354
113 $5.68M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
+ 4.76%
$100.24 - $101.35 $301 - $304
66 $6.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6
+ 22.22%
$41.09 - $45.94 $247 - $276
33 $1.37M
SPMD
Spdr Portfolio

ETFs
1
+ 0.56%
$54.13 - $59.56 $54.1 - $59.6
181 $9.91M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1
+ 1.56%
$22.65 - $23.8 $22.7 - $23.8
65 $1.48M
TSCO
Tractor Supply CO

Consumer Cyclical
12
+ 400.0%
$52.59 - $303.74 $631 - $3.64K
15 $796K
ABT
Abbott Laboratories

Healthcare
1
+ 0.21%
$111.93 - $119.39 $112 - $119
478 $54.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12
+ 3.42%
$96.64 - $101.23 $1.16K - $1.21K
363 $35.2M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.5%
$39.6 - $45.21 $39.6 - $45.2
201 $8.04M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.53%
$130.36 - $139.54 $130 - $140
189 $25.3M
ORCL
Oracle Corp

Technology
1
+ 0.2%
$165.41 - $192.43 $165 - $192
510 $84.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 5.49%
$75.65 - $83.47 $1.89K - $2.09K
480 $36.5M
PFE
Pfizer Inc

Healthcare
2
+ 0.2%
$24.8 - $30.19 $49.6 - $60.4
1.02K $26.9M
DFIC
Dimensional ETF Tr Dimensional

ETFs
31.2K
+ 8.85%
$25.61 - $28.0 $799K - $874K
384K $9.92B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
56
+ 0.8%
$77.02 - $78.58 $4.31K - $4.4K
7.02K $542M
DFSE
Dimensional ETF Tr Dimen Emrgn
42
+ 1.19%
N/A
3.59K $119M
MSFT
Microsoft Corp

Technology
20
+ 1.06%
$406.35 - $454.46 $8.13K - $9.09K
1.91K $806M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.45%
$164.99 - $203.87 $330 - $408
445 $79.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
130
+ 2.29%
$44.04 - $49.49 $5.73K - $6.43K
5.8K $256M
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ruedi Wealth Management, Inc. Portfolio

Follow Ruedi Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ruedi Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ruedi Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email