Ruedi Wealth Management, Inc. Portfolio Holdings
Ruedi Wealth Management, Inc.
- $291 Billion
- Q3 2024
Ruedi Wealth Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $291 Billion distributed in 344 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 $73.9B, Dimensional ETF Tr Short Durat with a value of $28.5B, Dimensional ETF Trust with a value of $26.4B, Dimensional ETF Tr U S Equity with a value of $17B, and Dimensional ETF Tr Us Marketwi with a value of $15.5B.
Examining the 13F form we can see an increase of $37.4B in the current position value, from $254B to 291B.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 344
- Current Value $291 Billion
- Prior Value $254 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 6 stocks
- Additional Purchases 40 stocks
- Sold out of 0 stocks
- Reduced holdings in 200 stocks