HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
2,228,436 | +130,488 | $65,137 |
| DFAC | 2,228,436 | +130,488 | $65,137 |
| DIMENSIONAL ETF TRUST (DFCF) |
411,580 | +45,668 | $17,451 |
| DFCF | 411,580 | +45,668 | $17,451 |
| DIMENSIONAL ETF TRUST (DFUV) |
429,931 | +4,148 | $16,002 |
| DFUV | 429,931 | +4,148 | $16,002 |
| DIMENSIONAL ETF TRUST (DFUS) |
267,299 | +5,109 | $13,854 |
| DFUS | 267,299 | +5,109 | $13,854 |
| DIMENSIONAL ETF TRUST (DFAT) |
225,200 | +14,223 | $11,785 |
| DFAT | 225,200 | +14,223 | $11,785 |
| DIMENSIONAL ETF TRUST (DFAX) |
459,392 | +11,400 | $11,218 |
| DFAX | 459,392 | +11,400 | $11,218 |
| DIMENSIONAL ETF TRUST (DFIV) |
257,654 | +16,538 | $8,853 |
| DFIV | 257,654 | +16,538 | $8,853 |
| DIMENSIONAL ETF TRUST (DFIC) |
287,825 | +60,121 | $7,348 |
| DFIC | 287,825 | +60,121 | $7,348 |
| DIMENSIONAL ETF TRUST (DFSD) |
143,741 | +61,540 | $6,757 |
| DFSD | 143,741 | +61,540 | $6,757 |
| DIMENSIONAL ETF TRUST (DFAS) |
102,067 | +7,288 | $6,085 |
| DFAS | 102,067 | +7,288 | $6,085 |
| VANGUARD CHARLOTTE FDS (BNDX) |
108,006 | +12,047 | $5,332 |
| BNDX | 108,006 | +12,047 | $5,332 |
| DIMENSIONAL ETF TRUST (DFEM) |
180,530 | +41,121 | $4,506 |
| DFEM | 180,530 | +41,121 | $4,506 |
| DIMENSIONAL ETF TRUST (DFAR) |
177,495 | +30,035 | $4,036 |
| DFAR | 177,495 | +30,035 | $4,036 |
| APPLE INC |
19,974 | +6 | $3,846 |
| AAPL | 19,974 | +6 | $3,846 |
| DIMENSIONAL ETF TRUST (DFLV) |
111,676 | +76,675 | $3,021 |
| DFLV | 111,676 | +76,675 | $3,021 |
| AMERICAN CENTY ETF TR (AVUS) |
30,615 | -1,075 | $2,497 |
| AVUS | 30,615 | -1,075 | $2,497 |
| DIMENSIONAL ETF TRUST (DISV) |
76,208 | +15,636 | $1,965 |
| DISV | 76,208 | +15,636 | $1,965 |
| VANGUARD INTL EQUITY INDEX F (VT) |
15,608 | +111 | $1,606 |
| VT | 15,608 | +111 | $1,606 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
22,478 | +2,318 | $1,311 |
| VGSH | 22,478 | +2,318 | $1,311 |
| DIMENSIONAL ETF TRUST (DFGP) |
22,364 | +22,364 | $1,191 |
| DFGP | 22,364 | +22,364 | $1,191 |
| DIMENSIONAL ETF TRUST (DUSB) |
22,956 | +22,956 | $1,155 |
| DUSB | 22,956 | +22,956 | $1,155 |
| DIMENSIONAL ETF TRUST (DFIS) |
39,278 | +6,835 | $949 |
| DFIS | 39,278 | +6,835 | $949 |
| VANGUARD BD INDEX FDS (BND) |
12,310 | +4,068 | $905 |
| BND | 12,310 | +4,068 | $905 |
| VANGUARD INDEX FDS (VNQ) |
9,776 | +4,089 | $864 |
| VNQ | 9,776 | +4,089 | $864 |
| VANGUARD BD INDEX FDS (VUSB) |
16,039 | +264 | $793 |
| VUSB | 16,039 | +264 | $793 |
| HOME DEPOT INC |
2,284 | UNCH | $791 |
| HD | 2,284 | UNCH | $791 |
| SPDR S&P 500 ETF TR (SPY) |
1,589 | -151 | $755 |
| SPY | 1,589 | -151 | $755 |
| MICROSOFT CORP |
1,851 | +60 | $696 |
| MSFT | 1,851 | +60 | $696 |
| VANGUARD BD INDEX FDS (BSV) |
7,244 | +47 | $558 |
| BSV | 7,244 | +47 | $558 |
| DIMENSIONAL ETF TRUST (DFAI) |
16,675 | -522 | $478 |
| DFAI | 16,675 | -522 | $478 |
| DIMENSIONAL ETF TRUST (DFSV) |
13,832 | -1,611 | $403 |
| DFSV | 13,832 | -1,611 | $403 |
| DIMENSIONAL ETF TRUST (DFAE) |
16,626 | -5,981 | $401 |
| DFAE | 16,626 | -5,981 | $401 |
| ALPHABET INC |
2,540 | UNCH | $358 |
| GOOG | 2,540 | UNCH | $358 |
| VANGUARD TAX MANAGED FDS (VEA) |
7,401 | -250 | $355 |
| VEA | 7,401 | -250 | $355 |
| DIMENSIONAL ETF TRUST (DFSU) |
11,189 | UNCH | $348 |
| DFSU | 11,189 | UNCH | $348 |
| INVESCO QQQ TR |
813 | UNCH | $333 |
| QQQ | 813 | UNCH | $333 |
| DIMENSIONAL ETF TRUST (DFAU) |
9,824 | -61 | $327 |
| DFAU | 9,824 | -61 | $327 |
| JPMORGAN CHASE & CO |
1,867 | +41 | $318 |
| JPM | 1,867 | +41 | $318 |
| AMERICAN CENTY ETF TR (AVEM) |
5,510 | +1 | $311 |
| AVEM | 5,510 | +1 | $311 |
| EXXON MOBIL CORP |
3,092 | UNCH | $309 |
| XOM | 3,092 | UNCH | $309 |
| ALPHABET INC |
2,200 | UNCH | $307 |
| GOOGL | 2,200 | UNCH | $307 |
| DIMENSIONAL ETF TRUST (DFGR) |
11,787 | +3,202 | $306 |
| DFGR | 11,787 | +3,202 | $306 |
| VANGUARD INDEX FDS (VTI) |
1,284 | -1 | $305 |
| VTI | 1,284 | -1 | $305 |
| AMERICAN CENTY ETF TR (AVUV) |
3,051 | -504 | $274 |
| AVUV | 3,051 | -504 | $274 |
| MARATHON PETE CORP |
1,758 | UNCH | $261 |
| MPC | 1,758 | UNCH | $261 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
5,683 | -82 | $234 |
| VWO | 5,683 | -82 | $234 |
| AMERICAN CENTY ETF TR (AVLV) |
3,582 | UNCH | $207 |
| AVLV | 3,582 | UNCH | $207 |
| UNION PAC CORP |
735 | UNCH | $181 |
| UNP | 735 | UNCH | $181 |
| PEPSICO INC |
897 | +25 | $152 |
| PEP | 897 | +25 | $152 |
| AMERICAN CENTY ETF TR (AVSC) |
2,947 | UNCH | $150 |
| AVSC | 2,947 | UNCH | $150 |
See Full List: All Stocks Held By Ruedi Wealth Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ruedi Wealth Management Inc.
|
Size ($ in 1000's)
At 12/31/2023: $211,927 At 09/30/2023: $174,515 Ruedi Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ruedi Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
