Ruedi Wealth Management, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $317 Billion distributed in 333 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 $74.1B, Dimensional ETF Tr Short Durat with a value of $41.3B, Dimensional ETF Trust with a value of $39.7B, Dimensional ETF Tr U S Equity with a value of $18.2B, and Dimensional ETF Tr Us Marketwi with a value of $14.8B.
Examining the 13F form we can see an increase of $25.5B in the current position value, from $291B to 317B.
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
$317 Billion
ETFs: $231 Billion
Technology: $6.64 Billion
Financial Services: $1.31 Billion
Consumer Cyclical: $1.28 Billion
Communication Services: $1.07 Billion
Industrials: $858 Million
Consumer Defensive: $805 Million
Energy: $699 Million
Other: $790 Million
Stock Holdings Table Market Cap. of $200 Billions or more
