Ruedi Wealth Management, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 332 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 $70.2B, Dimensional ETF Tr Short Durat with a value of $42.4B, Dimensional ETF Trust with a value of $42B, Dimensional ETF Tr U S Equity with a value of $17.5B, and Dimensional ETF Tr Us Marketwi with a value of $14.6B.
Examining the 13F form we can see an increase of $2.77B in the current position value, from $317B to 320B.
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
$320 Billion
ETFs: $231 Billion
Technology: $5.79 Billion
Financial Services: $1.31 Billion
Consumer Cyclical: $1.2 Billion
Communication Services: $901 Million
Industrials: $853 Million
Consumer Defensive: $836 Million
Energy: $762 Million
Other: $853 Million
Stock Holdings Table Market Cap. of $200 Billions or more
