Ruedi Wealth Management, Inc. ETFs

Ruedi Wealth Management, Inc.

$291 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHV Ishares Tr	$0	$13.5 Million 0.0% of portfolio	122	Q2 2024 Added 0.83%
EFA Ishares Tr Msci Eafe ETF	$0	$12.5 Million 0.0% of portfolio	150	Q1 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$12.1 Million 0.0% of portfolio	96	Q2 2024 Added 21.52%
RPG Invesco Exchange Traded Fd Tr	$0	$10.7 Million 0.0% of portfolio	272	Q1 2024 New
VB Vanguard Small Cap ETF	$0	$10.6 Million 0.0% of portfolio	45	Q3 2024 Added 2.27%
EZM Wisdomtree U.S. Midcap Fund	$0	$9.91 Million 0.0% of portfolio	159	Q1 2024 New
SPMD Spdr Portfolio	$0	$9.85 Million 0.0% of portfolio	180	Q3 2024 Added 3.45%
GBIL Goldman Sachs Access Treasury	$0	$9.15 Million 0.0% of portfolio	91	Q2 2024 Reduced 12.5%
EES Wisdomtree U.S. Smallcap Fund	$0	$8.6 Million 0.0% of portfolio	163	Q1 2024 New
EMB Ishares Tr	$0	$8.35 Million 0.0% of portfolio	89	Q3 2024 Added 3.49%
SPSM Spdr Portfolio S&P 600 Small C	$0	$7.86 Million 0.0% of portfolio	173	Q3 2024 Added 5.49%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$7.84 Million 0.0% of portfolio	62	Q1 2024 Reduced 3.13%
XLI Industrial Sector Spdr	$0	$7.72 Million 0.0% of portfolio	57	Q1 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$7.54 Million 0.0% of portfolio	61	Q4 2023 New
IJR Ishares Core S&P Sm Cap ETF	$0	$7.37 Million 0.0% of portfolio	63	Q4 2023 New
STIP Ishares Barclays 0 5 Year Tips	$0	$6.37 Million 0.0% of portfolio	63	Q3 2024 Added 23.53%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$5.4 Million 0.0% of portfolio	106	Q3 2024 Added 24.71%
VOE Vanguard Mid Cap Value Index F	$0	$4.99 Million 0.0% of portfolio	30	Q2 2024 Reduced 9.09%
VYM Vanguard Whitehall Fds (Vangua	$0	$4.49 Million 0.0% of portfolio	35	Q1 2024 New
AVDE American Centy ETF Tr Avantis	$0	$4.48 Million 0.0% of portfolio	67	Q3 2024 Added 19.64%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$2.79 Million 0.0% of portfolio	77	Q3 2024 Added 1.32%
EMGF Ishares Msci Emerging Markets	$0	$2.3 Million 0.0% of portfolio	46	Q3 2024 Reduced 8.0%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$2 Million 0.0% of portfolio	68	Q2 2024 Reduced 2.86%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$1.85 Million 0.0% of portfolio	37	Q3 2024 Reduced 2.63%
TDTF Flexshares Tr Iboxx 5 Yr Targe	$0	$1.64 Million 0.0% of portfolio	68	Q2 2024 New
AVDV American Centy ETF Tr Avantis	$0	$1.63 Million 0.0% of portfolio	23	Q3 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$1.53 Million 0.0% of portfolio	64	Q2 2024 Added 113.33%
VOTE Engine No 1 ETF Tr	$0	$1.44 Million 0.0% of portfolio	21	Q2 2024 Added 16.67%
SCHH Schwab Strategic U.S. Reit ETF	$0	$1.37 Million 0.0% of portfolio	59	Q1 2024 Reduced 3.28%
ESML Ishares Esg Aware Msci Usa Sma	$0	$1.14 Million 0.0% of portfolio	27	Q2 2024 Added 35.0%
AVES American Centy ETF Tr Avantis	$0	$1.1 Million 0.0% of portfolio	21	Q3 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$773,000 0.0% of portfolio	16	Q2 2024 New
IEFA Ishares Tr	$0	$275,000 0.0% of portfolio	4	Q3 2023 Reduced 81.82%
ITOT Ishares Core S&P Total U.S. St	$0	$124,000 0.0% of portfolio	1	Q1 2024 Reduced 95.24%
TFI Spdr Nuveen Bloomberg Municipa	$0	$91,000 0.0% of portfolio	2	Q1 2024 Reduced 97.3%
BNDW Vanguard Scottsdale Fds Vangua	$0	$71,000 0.0% of portfolio	1	Q3 2023 Reduced 93.33%

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