We are live on ! Find out more
RWM

Ruedi Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 14.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.62M
3
+$952K
4
EUIG
iShares Euro Investment Grade Corporate Bond USD Hedged ETF
EUIG
+$829K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$641K

Top Sells

1
+$1.74M
2
+$880K
3
+$866K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$861K
5
CVS icon
CVS Health
CVS
+$449K

Sector Composition

1 Technology 1.51%
2 Communication Services 0.36%
3 Energy 0.24%
4 Consumer Discretionary 0.2%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVEM icon
26
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$1.27M 0.33%
15,820
-553
AVSC icon
27
Avantis US Small Cap Equity ETF
AVSC
$2.9B
$1.24M 0.32%
19,825
DFAW icon
28
Dimensional World Equity ETF
DFAW
$1.37B
$986K 0.25%
13,359
+644
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$768B
$894K 0.23%
1,374
VNQ icon
30
Vanguard Real Estate ETF
VNQ
$37.9B
$847K 0.22%
9,544
-231
EUIG
31
iShares Euro Investment Grade Corporate Bond USD Hedged ETF
EUIG
$21M
$817K 0.21%
+16,552
HD icon
32
Home Depot
HD
$324B
$789K 0.2%
2,400
+1
VUSB icon
33
Vanguard Ultra-Short Bond ETF
VUSB
$8.8B
$785K 0.2%
15,765
+89
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.3T
$725K 0.19%
2,522
MSFT icon
35
Microsoft
MSFT
$2.89T
$724K 0.19%
1,956
+1
DFSU icon
36
Dimensional US Sustainability Core 1 ETF
DFSU
$2.14B
$718K 0.18%
17,463
+1,635
AVDV icon
37
Avantis International Small Cap Value ETF
AVDV
$19.2B
$690K 0.18%
6,914
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.27T
$684K 0.18%
2,385
VGSH icon
39
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$532K 0.14%
9,083
-2,413
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$228B
$525K 0.14%
8,191
-948
XOM icon
41
Exxon Mobil
XOM
$612B
$488K 0.13%
2,874
AVDS icon
42
Avantis International Small Cap Equity ETF
AVDS
$305M
$486K 0.13%
6,766
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$45.1B
$474K 0.12%
6,043
-86
MPC icon
44
Marathon Petroleum
MPC
$76.9B
$462K 0.12%
1,892
+8
JPM icon
45
JPMorgan Chase
JPM
$842B
$439K 0.11%
1,492
DFAE icon
46
Dimensional Emerging Core Equity Market ETF
DFAE
$9.42B
$432K 0.11%
12,749
-1,692
AVDE icon
47
Avantis International Equity ETF
AVDE
$16.5B
$430K 0.11%
5,064
-1
DFAU icon
48
Dimensional US Core Equity Market ETF
DFAU
$11.9B
$390K 0.1%
8,651
+1
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$645B
$375K 0.1%
1,168
+48
DFAI icon
50
Dimensional International Core Equity Market ETF
DFAI
$16.4B
$353K 0.09%
9,056
-532
1
2
3