Ruedi Wealth Management, Inc. ETFs

Ruedi Wealth Management, Inc.

$317 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHV Ishares Tr	$0	$13.4 Million 0.0% of portfolio	122	Q2 2024 Added 0.83%
EFA Ishares Tr Msci Eafe ETF	$0	$11.3 Million 0.0% of portfolio	150	Q1 2024 New
RPG Invesco Exchange Traded Fd Tr	$0	$11.2 Million 0.0% of portfolio	272	Q1 2024 New
VB Vanguard Small Cap ETF	$0	$10.8 Million 0.0% of portfolio	45	Q3 2024 Added 2.27%
EZM Wisdomtree U.S. Midcap Fund	$0	$9.94 Million 0.0% of portfolio	159	Q1 2024 New
SPMD Spdr Portfolio	$0	$9.91 Million 0.0% of portfolio	181	Q4 2024 Added 0.56%
EMB Ishares Tr	$0	$9.14 Million 0.0% of portfolio	103	Q4 2024 Added 15.73%
GBIL Goldman Sachs Access Treasury	$0	$9.13 Million 0.0% of portfolio	91	Q2 2024 Reduced 12.5%
EES Wisdomtree U.S. Smallcap Fund	$0	$8.79 Million 0.0% of portfolio	163	Q1 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$7.72 Million 0.0% of portfolio	172	Q4 2024 Reduced 0.58%
IJJ Ishares S&P Midcap 400 Value E	$0	$7.62 Million 0.0% of portfolio	61	Q4 2023 New
XLI Industrial Sector Spdr	$0	$7.51 Million 0.0% of portfolio	57	Q1 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$7.26 Million 0.0% of portfolio	63	Q4 2023 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$7.05 Million 0.0% of portfolio	62	Q1 2024 Reduced 3.13%
STIP Ishares Barclays 0 5 Year Tips	$0	$6.6 Million 0.0% of portfolio	66	Q4 2024 Added 4.76%
AVDE American Centy ETF Tr Avantis	$0	$6.16 Million 0.0% of portfolio	100	Q4 2024 Added 49.25%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$5.68 Million 0.0% of portfolio	113	Q4 2024 Added 6.6%
VYM Vanguard Whitehall Fds (Vangua	$0	$4.47 Million 0.0% of portfolio	35	Q1 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$4.4 Million 0.0% of portfolio	27	Q4 2024 Reduced 10.0%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$3.28 Million 0.0% of portfolio	98	Q4 2024 Added 27.27%
EMGF Ishares Msci Emerging Markets	$0	$1.94 Million 0.0% of portfolio	43	Q4 2024 Reduced 6.52%
VOTE Engine No 1 ETF Tr	$0	$1.8 Million 0.0% of portfolio	26	Q4 2024 Added 23.81%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$1.8 Million 0.0% of portfolio	37	Q3 2024 Reduced 2.63%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$1.79 Million 0.0% of portfolio	66	Q4 2024 Reduced 2.94%
TDTF Flexshares Tr Iboxx 5 Yr Targe	$0	$1.58 Million 0.0% of portfolio	68	Q2 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$1.48 Million 0.0% of portfolio	65	Q4 2024 Added 1.56%
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.37 Million 0.0% of portfolio	33	Q4 2024 Added 22.22%
SCHH Schwab Strategic U.S. Reit ETF	$0	$1.24 Million 0.0% of portfolio	59	Q1 2024 Reduced 3.28%
IVV Ishares Core S&P 500 ETF	$0	$1.18 Million 0.0% of portfolio	2	Q4 2024 New
VUG Vanguard Growth ETF	$0	$821,000 0.0% of portfolio	2	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$763,000 0.0% of portfolio	16	Q2 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$442,000 0.0% of portfolio	5	Q4 2024 New
IEFA Ishares Tr	$0	$248,000 0.0% of portfolio	4	Q3 2023 Reduced 81.82%
ITOT Ishares Core S&P Total U.S. St	$0	$127,000 0.0% of portfolio	1	Q1 2024 Reduced 95.24%
TFI Spdr Nuveen Bloomberg Municipa	$0	$72,000 0.0% of portfolio	2	Q1 2024 Reduced 97.3%
BNDW Vanguard Scottsdale Fds Vangua	$0	$68,000 0.0% of portfolio	1	Q3 2023 Reduced 93.33%

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