Ruedi Wealth Management, Inc.

Est. AUM

$388.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$89.0M	2290135	22.92%	SOLE
2	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$53.6M	993040	13.81%	SOLE
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$52.5M	1097303	13.53%	SOLE
4	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$19.1M	269699	4.93%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$16.3M	458813	4.20%	SOLE
6	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.0M	471355	4.12%	SOLE
7	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$16.0M	329582	4.11%	SOLE
8	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$15.2M	287414	3.91%	SOLE
9	DIMENSIONAL ETF TRUST	US TARGETED VLU	$13.5M	216534	3.48%	SOLE
10	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$10.5M	302689	2.69%	SOLE
11	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$9.3M	260194	2.39%	SOLE
12	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$7.8M	109426	2.00%	SOLE
13	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$7.7M	151021	1.97%	SOLE
14	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.1M	190966	1.31%	SOLE
15	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.9M	101371	1.25%	SOLE
16	APPLE INC	COM	$4.7M	18330	1.20%	SOLE
17	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.3M	101673	1.11%	SOLE
18	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.0M	169097	1.03%	SOLE
19	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.0M	100898	1.02%	SOLE
20	AMERICAN CENTY ETF TR	US EQT ETF	$4.0M	35610	1.02%	SOLE
21	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.8M	47051	0.98%	SOLE
22	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.5M	72494	0.65%	SOLE
23	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$2.4M	71451	0.62%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$2.2M	28513	0.58%	SOLE
25	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.3M	17585	0.33%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.3M	15820	0.33%	SOLE
27	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.2M	19825	0.32%	SOLE
28	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$986K	13359	0.25%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$894K	1374	0.23%	SOLE
30	VANGUARD INDEX FDS	REAL ESTATE ETF	$847K	9544	0.22%	SOLE
31	ISHARES TR	EURO INVESTMENT	$817K	16552	0.21%	SOLE
32	HOME DEPOT INC	COM	$789K	2400	0.20%	SOLE
33	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$785K	15765	0.20%	SOLE
34	ALPHABET INC	CAP STK CL A	$725K	2522	0.19%	SOLE
35	MICROSOFT CORP	COM	$724K	1956	0.19%	SOLE
36	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$718K	17463	0.18%	SOLE
37	AMERICAN CENTY ETF TR	INTL SMCP VLU	$690K	6914	0.18%	SOLE
38	ALPHABET INC	CAP STK CL C	$684K	2385	0.18%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$532K	9083	0.14%	SOLE
40	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$525K	8191	0.14%	SOLE
41	EXXON MOBIL CORP	COM	$488K	2874	0.13%	SOLE
42	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$486K	6766	0.13%	SOLE
43	VANGUARD BD INDEX FDS	SHORT TRM BOND	$474K	6043	0.12%	SOLE
44	MARATHON PETE CORP	COM	$462K	1892	0.12%	SOLE
45	JPMORGAN CHASE & CO	COM	$439K	1492	0.11%	SOLE
46	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$432K	12749	0.11%	SOLE
47	AMERICAN CENTY ETF TR	INTL EQT ETF	$430K	5064	0.11%	SOLE
48	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$390K	8651	0.10%	SOLE
49	VANGUARD INDEX FDS	TOTAL STK MKT	$375K	1168	0.10%	SOLE
50	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$353K	9056	0.09%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.