Ruedi Wealth Management, Inc. Portfolio Holdings by Sector
Ruedi Wealth Management, Inc.
- $357 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFSD DFUS DFUV DFIV DFIC DFAT DFEM 30 stocks |
$257 Million
96.38% of portfolio
|
  12  
|
  13  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.77 Million
1.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.19 Million
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$958,351
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$931,258
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$479,480
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$363,860
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$348,549
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$324,002
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CEF 1 stocks |
$257,160
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|