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
$337M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.27M
3
+$1.9M
4
AVNV icon
Avantis All International Markets Value ETF
AVNV
+$1.88M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.8M

Top Sells

1
+$2.9M
2
+$2.22M
3
+$2M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.03M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$839K

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.26%
3 Communication Services 0.26%
4 Energy 0.18%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$547B
$1.57M 0.46%
5,152
+429
AVEM icon
27
Avantis Emerging Markets Equity ETF
AVEM
$13.8B
$1.12M 0.33%
16,373
+7,829
BND icon
28
Vanguard Total Bond Market
BND
$137B
$1.04M 0.31%
14,076
+297
AVSC icon
29
Avantis US Small Cap Equity ETF
AVSC
$1.88B
$1.02M 0.3%
19,774
+17,361
MSFT icon
30
Microsoft
MSFT
$3.79T
$952K 0.28%
1,914
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$667B
$944K 0.28%
1,528
+1
VNQ icon
32
Vanguard Real Estate ETF
VNQ
$33.5B
$889K 0.26%
9,986
+1,741
HD icon
33
Home Depot
HD
$361B
$867K 0.26%
2,364
+1
DFAW icon
34
Dimensional World Equity ETF
DFAW
$890M
$824K 0.24%
12,282
-1,884
VUSB icon
35
Vanguard Ultra-Short Bond ETF
VUSB
$5.67B
$812K 0.24%
16,276
+194
VGSH icon
36
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$722K 0.21%
12,288
-146
AVDV icon
37
Avantis International Small Cap Value ETF
AVDV
$12.6B
$548K 0.16%
+6,914
DFSU icon
38
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
$541K 0.16%
13,773
+106
BSV icon
39
Vanguard Short-Term Bond ETF
BSV
$38.8B
$524K 0.16%
6,660
-70
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$180B
$497K 0.15%
8,720
-18
DFAI icon
41
Dimensional International Core Equity Market ETF
DFAI
$11.8B
$482K 0.14%
13,955
-346
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$3.34T
$442K 0.13%
2,509
DFAE icon
43
Dimensional Emerging Core Equity Market ETF
DFAE
$7.07B
$428K 0.13%
14,778
-497
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.34T
$424K 0.13%
2,388
AVDS icon
45
Avantis International Small Cap Equity ETF
AVDS
$134M
$421K 0.12%
+6,766
JPM icon
46
JPMorgan Chase
JPM
$827B
$408K 0.12%
1,409
-660
DFAU icon
47
Dimensional US Core Equity Market ETF
DFAU
$9.43B
$401K 0.12%
9,464
+2
AVDE icon
48
Avantis International Equity ETF
AVDE
$9.73B
$375K 0.11%
5,065
+4,963
XOM icon
49
Exxon Mobil
XOM
$503B
$310K 0.09%
2,874
QQQ icon
50
Invesco QQQ Trust
QQQ
$387B
$301K 0.09%
547
+42
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