Ruedi Wealth Management, Inc. Portfolio Holdings by Sector
Ruedi Wealth Management, Inc.
- $337 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFSD DFUS DFUV DFIV DFIC DFAT DFEM 31 stocks |
$242 Million
96.23% of portfolio
|
  14  
|
  17  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.86 Million
1.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.57 Million
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$951,915
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$866,729
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$865,780
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$408,451
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$309,778
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$298,869
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CEF 1 stocks |
$210,971
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
ERIC 1 stocks |
$162,451
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|