Ruedi Wealth Management, Inc.

CHAMPAIGN, IL · CIK 1940678 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyChampaign, IL

$426.3m reported value +9.8% vs Q1 2026

62positions

77.5%in top 10

5 new 21 added 24 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	2,293,774	$101.8m23.87%	23.87%	Added +3.6k	+3,639 0.2%
2	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	1,053,280	$57.4m13.46%	13.46%	Added +60.2k	+60,240 6.1%
3	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	1,144,966	$54.7m12.82%	12.82%	Added +47.7k	+47,663 4.3%
4	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	262,879	$21.5m5.05%	5.05%	Reduced -6.8k	-6,820 -2.5%
5	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	325,745	$17.9m4.20%	4.20%	Reduced -3.8k	-3,837 -1.2%
6	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	477,389	$17.8m4.17%	4.17%	Added +18.6k	+18,576 4.0%
7	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	465,556	$17.2m4.02%	4.02%	Reduced -5.8k	-5,799 -1.2%
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	280,259	$15.1m3.55%	3.55%	Reduced -7.2k	-7,155 -2.5%
9	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	212,725	$14.9m3.49%	3.49%	Reduced -3.8k	-3,809 -1.8%
10	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	301,960	$12.3m2.88%	2.88%	Reduced -729	-729 -0.2%
11	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	255,378	$10.1m2.37%	2.37%	Reduced -4.8k	-4,816 -1.9%
12	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	108,722	$9.0m2.10%	2.10%	Reduced -704	-704 -0.6%
13	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	164,162	$8.3m1.96%	1.96%	Added +13.1k	+13,141 8.7%
14	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	199,828	$5.8m1.36%	1.36%	Added +8.9k	+8,862 4.6%
15	APPLE INC COM AAPL	AAPL	18,207	$5.3m1.24%	1.24%	Reduced -123	-123 -0.7%
16	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	35,389	$4.5m1.06%	1.06%	Reduced -221	-221 -0.6%
17	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		172,857	$4.5m1.06%	1.06%	Added +3.8k	+3,760 2.2%
18	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	101,925	$4.3m1.01%	1.01%	Added +252	+252 0.2%
19	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	47,015	$4.3m1.01%	1.01%	Reduced -36	-36 -0.1%
20	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	86,326	$4.2m0.98%	0.98%	Reduced -15.0k	-15,045 -14.8%
21	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	101,599	$4.1m0.96%	0.96%	Added +701	+701 0.7%
22	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		72,735	$2.8m0.66%	0.66%	Added +241	+241 0.3%
23	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	72,845	$2.6m0.60%	0.60%	Added +1.4k	+1,394 1.9%
24	AMERICAN CENTY ETF TR AVANTIS ALL INT AVNV	AVNV	28,513	$2.4m0.55%	0.55%	Unchanged
25	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	27,691	$2.3m0.54%	0.54%	Added +14.3k	+14,332 107.3%
26	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	15,742	$1.5m0.36%	0.36%	Reduced -78	-78 -0.5%
27	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	19,825	$1.5m0.34%	0.34%	Unchanged
28	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	19,331	$1.4m0.33%	0.33%	Added +1.7k	+1,746 9.9%
29	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,374	$1.0m0.24%	0.24%	Unchanged
30	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	9,579	$923.7k0.22%	0.22%	Added +35	+35 0.4%
31	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,522	$901.4k0.21%	0.21%	Unchanged
32	ALPHABET INC CAP STK CL C GOOG	GOOG	2,415	$853.3k0.20%	0.20%	Added +30	+30 1.3%
33	ISHARES TR EURO INVESTMENT EUIG	EUIG	16,954	$852.9k0.20%	0.20%	Added +402	+402 2.4%
34	HOME DEPOT INC COM HD	HD	2,402	$847.0k0.20%	0.20%	Added +2	+2 0.1%
35	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	16,816	$784.1k0.18%	0.18%	Reduced -647	-647 -3.7%
36	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	6,914	$712.5k0.17%	0.17%	Unchanged
37	MICROSOFT CORP COM MSFT	MSFT	1,887	$703.8k0.17%	0.17%	Reduced -69	-69 -3.5%
38	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,119	$578.5k0.14%	0.14%	Reduced -72	-72 -0.9%
39	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	10,263	$510.9k0.12%	0.12%	Reduced -5.5k	-5,502 -34.9%
40	AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS	AVDS	6,766	$509.2k0.12%	0.12%	Unchanged
41	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	8,518	$495.7k0.12%	0.12%	Reduced -565	-565 -6.2%
42	JPMORGAN CHASE & CO COM JPM	JPM	1,492	$488.5k0.11%	0.11%	Unchanged
43	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	12,148	$488.5k0.11%	0.11%	Reduced -601	-601 -4.7%
44	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	5,798	$451.7k0.11%	0.11%	Reduced -245	-245 -4.0%
45	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	8,641	$446.7k0.10%	0.10%	Reduced -10	-10 -0.1%
46	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,916	$438.5k0.10%	0.10%	Reduced -148	-148 -2.9%
47	MARATHON PETE CORP COM MPC	MPC	1,714	$438.1k0.10%	0.10%	Reduced -178	-178 -9.4%
48	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,164	$430.6k0.10%	0.10%	Reduced -4	-4 -0.3%
49	CATERPILLAR INC COM CAT	CAT	384	$409.1k0.10%	0.10%	Unchanged
50	EXXON MOBIL CORP COM XOM	XOM	2,874	$392.9k0.09%	0.09%	Unchanged
51	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	9,220	$380.3k0.09%	0.09%	Added +164	+164 1.8%
52	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	501	$368.9k0.09%	0.09%	Unchanged
53	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	5,904	$352.4k0.08%	0.08%	Added +455	+455 8.3%
54	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	7,640	$344.6k0.08%	0.08%	Added +172	+172 2.3%
55	BROADCOM INC COM AVGO	AVGO	820	$309.7k0.07%	0.07%	Added +1	+1 0.1%
56	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	7,009	$282.0k0.07%	0.07%	Unchanged
57	ISHARES TR CORE S&P500 ETF IVV	IVV	368	$275.6k0.06%	0.06%	New
58	NVIDIA CORPORATION COM NVDA	NVDA	1,243	$248.6k0.06%	0.06%	New
59	TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 ERIC	ERIC	19,201	$214.1k0.05%	0.05%	Unchanged
60	INTEL CORP COM INTC	INTC	1,528	$213.4k0.05%	0.05%	New
61	UNION PAC CORP COM UNP	UNP	759	$206.5k0.05%	0.05%	New
62	DIMENSIONAL ETF TRUST EMERGING MARKETS DFSE	DFSE	4,117	$201.2k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WALMART INC WMT	WMT	1,679	$208.7k1.7k shares