RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.31M
3
+$930K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$891K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K

Top Sells

1
+$1.76M
2
+$1.33M
3
+$596K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$342K
5
ERIC icon
Ericsson
ERIC
+$162K

Sector Composition

1 Technology 1.6%
2 Communication Services 0.33%
3 Consumer Discretionary 0.27%
4 Energy 0.19%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVSC icon
26
Avantis US Small Cap Equity ETF
AVSC
$2.07B
$1.13M 0.32%
19,825
+51
SPY icon
27
SPDR S&P 500 ETF Trust
SPY
$701B
$1.02M 0.29%
1,528
HD icon
28
Home Depot
HD
$350B
$958K 0.27%
2,365
+1
MSFT icon
29
Microsoft
MSFT
$3.57T
$931K 0.26%
1,798
-116
BND icon
30
Vanguard Total Bond Market
BND
$142B
$911K 0.26%
12,247
-1,829
VNQ icon
31
Vanguard Real Estate ETF
VNQ
$34B
$888K 0.25%
9,716
-270
DFAW icon
32
Dimensional World Equity ETF
DFAW
$966M
$842K 0.24%
11,713
-569
VUSB icon
33
Vanguard Ultra-Short Bond ETF
VUSB
$6.05B
$803K 0.22%
16,067
-209
VGSH icon
34
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
$710K 0.2%
12,056
-232
DFSU icon
35
Dimensional US Sustainability Core 1 ETF
DFSU
$1.84B
$642K 0.18%
15,115
+1,342
AVDV icon
36
Avantis International Small Cap Value ETF
AVDV
$14.6B
$616K 0.17%
6,914
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.82T
$610K 0.17%
2,509
GOOG icon
38
Alphabet (Google) Class C
GOOG
$3.84T
$582K 0.16%
2,388
VEA icon
39
Vanguard FTSE Developed Markets ETF
VEA
$187B
$527K 0.15%
8,803
+83
BSV icon
40
Vanguard Short-Term Bond ETF
BSV
$39.2B
$513K 0.14%
6,504
-156
DFAI icon
41
Dimensional International Core Equity Market ETF
DFAI
$12.4B
$506K 0.14%
13,926
-29
JPM icon
42
JPMorgan Chase
JPM
$861B
$479K 0.13%
1,520
+111
AVDS icon
43
Avantis International Small Cap Equity ETF
AVDS
$151M
$457K 0.13%
6,766
DFAE icon
44
Dimensional Emerging Core Equity Market ETF
DFAE
$7.14B
$454K 0.13%
14,408
-370
DFAU icon
45
Dimensional US Core Equity Market ETF
DFAU
$10.2B
$421K 0.12%
9,208
-256
AVDE icon
46
Avantis International Equity ETF
AVDE
$11B
$400K 0.11%
5,065
VTI icon
47
Vanguard Total Stock Market ETF
VTI
$566B
$364K 0.1%
1,109
-4,043
MPC icon
48
Marathon Petroleum
MPC
$57.2B
$349K 0.1%
1,808
+9
QQQ icon
49
Invesco QQQ Trust
QQQ
$407B
$328K 0.09%
547
XOM icon
50
Exxon Mobil
XOM
$494B
$324K 0.09%
2,874
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