RWM
Ruedi Wealth Management Portfolio holdings
AUM
$337M
1-Year Return
9.41%
This Quarter Return
+9.41%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.62%
Holding
241
New
240
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$44.9M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$14.6M |
| 3 |
Dimensional US Equity ETF
DFUS
|
$11.1M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$9.8M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$8.62M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Consumer Discretionary | 0.69% |
| 3 | Consumer Staples | 0.57% |
| 4 | Financials | 0.57% |
| 5 | Industrials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Aaon
AAON
$6.62B
| $42.4K | 0.03% |
+845
| New | +$42.4K |
|
77
Avantis International Large Cap Value ETF
AVIV
$836M
| $41.9K | 0.03% |
+929
| New | +$41.9K |
|
78
Johnson & Johnson
JNJ
$430B
| $41.7K | 0.03% |
+236
| New | +$41.7K |
|
79
Mastercard
MA
$528B
| $40.7K | 0.03% |
+117
| New | +$40.7K |
|
80
Intel
INTC
$107B
| $40.4K | 0.03% |
+1,528
| New | +$40.4K |
|
81
Amazon
AMZN
$2.48T
| $40.3K | 0.03% |
+480
| New | +$40.3K |
|
82
Merck
MRK
$212B
| $38.9K | 0.03% |
+350
| New | +$38.9K |
|
83
Waste Management
WM
$88.6B
| $38.6K | 0.03% |
+246
| New | +$38.6K |
|
84
Motorola Solutions
MSI
$79.8B
| $37.8K | 0.03% |
+147
| New | +$37.8K |
|
85
Coca-Cola
KO
$292B
| $37.6K | 0.03% |
+591
| New | +$37.6K |
|
86
Trane Technologies
TT
$92.1B
| $37.1K | 0.03% |
+221
| New | +$37.1K |
|
87
PNC Financial Services
PNC
$80.5B
| $36.8K | 0.03% |
+233
| New | +$36.8K |
|
88
Sprott Physical Gold and Silver Trust
CEF
$6.5B
| $36K | 0.03% |
+2,009
| New | +$36K |
|
89
Netflix
NFLX
$529B
| $34.2K | 0.02% |
+116
| New | +$34.2K |
|
90
Comcast
CMCSA
$125B
| $33.4K | 0.02% |
+956
| New | +$33.4K |
|
91
Charles Schwab
SCHW
$167B
| $33K | 0.02% |
+396
| New | +$33K |
|
92
Lowe's Companies
LOW
$151B
| $32.1K | 0.02% |
+161
| New | +$32.1K |
|
93
Mondelez International
MDLZ
$79.9B
| $31.6K | 0.02% |
+474
| New | +$31.6K |
|
94
Tyler Technologies
TYL
$24.2B
| $31.3K | 0.02% |
+97
| New | +$31.3K |
|
95
Brunswick
BC
$4.35B
| $31.2K | 0.02% |
+433
| New | +$31.2K |
|
96
Nike
NKE
$109B
| $30.4K | 0.02% |
+260
| New | +$30.4K |
|
97
Altria Group
MO
$112B
| $29.7K | 0.02% |
+650
| New | +$29.7K |
|
98
Starbucks
SBUX
$97.1B
| $29.6K | 0.02% |
+298
| New | +$29.6K |
|
99
Schwab US Broad Market ETF
SCHB
$36.3B
| $29.3K | 0.02% |
+1,962
| New | +$29.3K |
|
100
BP
BP
$87.4B
| $28.8K | 0.02% |
+824
| New | +$28.8K |
|