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.
Portfolio value
$254 Billion
ETFs: $201 Billion
Technology: $6.27 Billion
Financial Services: $1.28 Billion
Consumer Cyclical: $1.2 Billion
Communication Services: $1.08 Billion
Industrials: $916 Million
Energy: $882 Million
Consumer Defensive: $845 Million
Other: $959 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions