Ruedi Wealth Management, Inc. ETFs

Ruedi Wealth Management, Inc.

$320 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJK Ishares S&P Midcap 400 Growth	$0	$14.3 Million 0.0% of portfolio	172	Q4 2023 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$13.5 Million 0.0% of portfolio	198	Q3 2023 Reduced 1.0%
SHV Ishares Tr	$0	$13.4 Million 0.0% of portfolio	122	Q2 2024 Added 0.83%
EFA Ishares Tr Msci Eafe ETF	$0	$12.3 Million 0.0% of portfolio	150	Q1 2024 New
GBIL Goldman Sachs Access Treasury	$0	$11.3 Million 0.0% of portfolio	113	Q1 2025 Added 24.18%
RPG Invesco Exchange Traded Fd Tr	$0	$10.4 Million 0.0% of portfolio	272	Q1 2024 New
VB Vanguard Small Cap ETF	$0	$10 Million 0.0% of portfolio	45	Q3 2024 Added 2.27%
EZM Wisdomtree U.S. Midcap Fund	$0	$9.48 Million 0.0% of portfolio	159	Q1 2024 New
SPMD Spdr Portfolio	$0	$9.25 Million 0.0% of portfolio	181	Q4 2024 Added 0.56%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$9.06 Million 0.0% of portfolio	179	Q1 2025 Added 58.41%
EES Wisdomtree U.S. Smallcap Fund	$0	$7.96 Million 0.0% of portfolio	163	Q1 2024 New
EMB Ishares Tr	$0	$7.71 Million 0.0% of portfolio	85	Q1 2025 Reduced 17.48%
XLI Industrial Sector Spdr	$0	$7.47 Million 0.0% of portfolio	57	Q1 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$7.3 Million 0.0% of portfolio	61	Q4 2023 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$7.12 Million 0.0% of portfolio	62	Q1 2024 Reduced 3.13%
SPSM Spdr Portfolio S&P 600 Small C	$0	$6.98 Million 0.0% of portfolio	171	Q1 2025 Reduced 0.58%
STIP Ishares Barclays 0 5 Year Tips	$0	$6.93 Million 0.0% of portfolio	67	Q1 2025 Added 1.52%
AVDE American Centy ETF Tr Avantis	$0	$6.75 Million 0.0% of portfolio	102	Q1 2025 Added 2.0%
IJR Ishares Core S&P Sm Cap ETF	$0	$6.59 Million 0.0% of portfolio	63	Q4 2023 New
VYM Vanguard Whitehall Fds (Vangua	$0	$4.51 Million 0.0% of portfolio	35	Q1 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$4.3 Million 0.0% of portfolio	27	Q4 2024 Reduced 10.0%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$3.01 Million 0.0% of portfolio	86	Q1 2025 Reduced 12.24%
EMGF Ishares Msci Emerging Markets	$0	$2.01 Million 0.0% of portfolio	43	Q4 2024 Reduced 6.52%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$2 Million 0.0% of portfolio	66	Q4 2024 Reduced 2.94%
VOTE Engine No 1 ETF Tr	$0	$1.76 Million 0.0% of portfolio	27	Q1 2025 Added 3.85%
TDTF Flexshares Tr Iboxx 5 Yr Targe	$0	$1.65 Million 0.0% of portfolio	68	Q2 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$1.63 Million 0.0% of portfolio	71	Q1 2025 Added 9.23%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$1.41 Million 0.0% of portfolio	28	Q1 2025 Reduced 24.32%
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.3 Million 0.0% of portfolio	34	Q1 2025 Added 3.03%
SCHH Schwab Strategic U.S. Reit ETF	$0	$1.27 Million 0.0% of portfolio	59	Q1 2024 Reduced 3.28%
IVV Ishares Core S&P 500 ETF	$0	$1.12 Million 0.0% of portfolio	2	Q4 2024 New
LRGF Ishares Tr	$0	$897,000 0.0% of portfolio	15	Q1 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$819,000 0.0% of portfolio	17	Q1 2025 Added 6.25%
VUG Vanguard Growth ETF	$0	$742,000 0.0% of portfolio	2	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$425,000 0.0% of portfolio	5	Q4 2024 New
IEFA Ishares Tr	$0	$284,000 0.0% of portfolio	4	Q3 2023 Reduced 81.82%
ITOT Ishares Core S&P Total U.S. St	$0	$121,000 0.0% of portfolio	1	Q1 2024 Reduced 95.24%
TFI Spdr Nuveen Bloomberg Municipa	$0	$71,000 0.0% of portfolio	2	Q1 2024 Reduced 97.3%
BNDW Vanguard Scottsdale Fds Vangua	$0	$69,000 0.0% of portfolio	1	Q3 2023 Reduced 93.33%

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