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.

Portfolio value $291 Billion
ETFs: $220 Billion
Technology: $6.3 Billion
Consumer Cyclical: $1.31 Billion
Financial Services: $1.23 Billion
Communication Services: $941 Million
Industrials: $909 Million
Consumer Defensive: $865 Million
Energy: $773 Million
Other: $887 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$863M
$15.4 Million 0.01% of portfolio
396
Q4 2022 New
$458M
$471,000 0.0% of portfolio
85
Q3 2023 New
$1.49B
$13.2 Million 0.0% of portfolio
509
Q1 2024 Reduced 84.07%
$691M
$2.02 Million 0.0% of portfolio
193
Q4 2022 New
$1.17B
$998,000 0.0% of portfolio
22
Q4 2022 New
$1.19B
$8.61 Million 0.0% of portfolio
2,100
Q4 2022 New
$1.94B
$1.97 Million 0.0% of portfolio
46
Q4 2022 New

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
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