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Ruedi Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Ruedi Wealth Management, Inc.

报告期 2026-03-31 · CIK 0001940678

持仓数

58

前50大市值合计

$386.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$89.0M

2,290,135

23.1%

DFGP DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS

$53.6M

993,040

13.9%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$52.5M

1,097,303

13.6%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$19.1M

269,699

5.0%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$16.3M

458,813

4.2%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$16.0M

471,355

4.1%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$16.0M

329,582

4.1%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$15.2M

287,414

3.9%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$13.5M

216,534

3.5%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$10.5M

302,689

2.7%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$9.3M

260,194

2.4%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$7.8M

109,426

2.0%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$7.7M

151,021

2.0%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$5.1M

190,966

1.3%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$4.9M

101,371

1.3%

AAPL APPLE INC

COM

$4.7M

18,330

1.2%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$4.3M

101,673

1.1%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$4.0M

169,097

1.0%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$4.0M

100,898

1.0%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$4.0M

35,610

1.0%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$3.8M

47,051

1.0%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$2.5M

72,494

0.7%

DFIS DIMENSIONAL ETF TRUST

INTL SMALL CAP E

$2.4M

71,451

0.6%

AVNV AMERICAN CENTY ETF TR

AVANTIS ALL INT

$2.2M

28,513

0.6%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.3M

17,585

0.3%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$1.3M

15,820

0.3%

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

$1.2M

19,825

0.3%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$985.6K

13,359

0.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$893.6K

1,374

0.2%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$846.6K

9,544

0.2%

EUIG ISHARES TR

EURO INVESTMENT

$817.1K

16,552

0.2%

HD HOME DEPOT INC

COM

$789.4K

2,400

0.2%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$784.8K

15,765

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$725.3K

2,522

0.2%

MSFT MICROSOFT CORP

COM

$723.9K

1,956

0.2%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$717.6K

17,463

0.2%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$690.4K

6,914

0.2%

GOOG ALPHABET INC

CAP STK CL C

$684.2K

2,385

0.2%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$531.7K

9,083

0.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$524.9K

8,191

0.1%

— EXXON MOBIL CORP

COM

$487.5K

2,874

0.1%

AVDS AMERICAN CENTY ETF TR

AVANTIS INTL SML

$486.1K

6,766

0.1%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$473.8K

6,043

0.1%

MPC MARATHON PETE CORP

COM

$462.1K

1,892

0.1%

JPM JPMORGAN CHASE & CO

COM

$438.9K

1,492

0.1%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$431.7K

12,749

0.1%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$429.6K

5,064

0.1%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$390.4K

8,651

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$374.7K

1,168

0.1%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$352.8K

9,056

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

64%前 6 大占比

DFAC23.1%DFGP13.9%DFSD13.6%DFUS5.0%DFIC4.2%DFAX4.1%