Ruedi Wealth Management, Inc. Portfolio Holdings
Ruedi Wealth Management, Inc.
- $254 Billion
- Q2 2024
Ruedi Wealth Management, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $254 Billion distributed in 492 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 $71.6B, Dimensional ETF Tr Short Durat with a value of $17.2B, Dimensional ETF Tr U S Equity with a value of $16B, Dimensional ETF Tr Us Marketwi with a value of $15.7B, and Dimensional ETF Trust with a value of $15B.
Examining the 13F form we can see an increase of $16.3B in the current position value, from $238B to 254B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 492
- Current Value $254 Billion
- Prior Value $238 Billion
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 236 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 30 stocks