Ruedi Wealth Management, Inc. - Portfolio overview

Ruedi Wealth Management, Inc. has 58 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 22.92%
2. DFGP - DIMENSIONAL ETF TRUST, 13.81%
3. DFSD - DIMENSIONAL ETF TRUST, 13.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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