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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
$386.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 123 项
建仓 2
增持 46
减持 34
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.7M
2,048,128
+4%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
317,197
+14%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.0M
405,473
+11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.0M
75,233
+44%
减持
DFUS
DIMENSIONAL ETF TRUST
+$768.9K
264,327
-2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$605.5K
19,210
+123%
增持
AVUS
AMERICAN CENTY ETF TR
+$601.9K
33,148
+24%
减持
AAPL
APPLE INC
+$578.6K
19,961
-0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$576.9K
218,918
+11%
增持
DFEM
DIMENSIONAL ETF TRUST
+$500.7K
123,326
+18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$487.6K
220,554
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$473.4K
79,184
+14%
增持
DFAR
DIMENSIONAL ETF TRUST
+$472.3K
122,833
+22%
增持
DFLV
DIMENSIONAL ETF TRUST
+$354.9K
14,006
+42342%
减持
DFAT
DIMENSIONAL ETF TRUST
+$315.4K
198,387
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$257.6K
407,867
-5%
减持
DFSV
DIMENSIONAL ETF TRUST
-$175.4K
10,041
-42%
清仓
IVV
ISHARES TR
-$140.6K
0
-100%
建仓
AVSC
AMERICAN CENTY ETF TR
+$134.5K
2,947
增持
BSV
VANGUARD BD INDEX FDS
+$120.3K
7,174
+30%
清仓
VYM
VANGUARD WHITEHALL FDS
-$119.7K
0
-100%
增持
DFIS
DIMENSIONAL ETF TRUST
+$116.6K
27,417
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$103.6K
3,040
+70%
清仓
MEAR
ISHARES U S ETF TR
-$99.9K
0
-100%
增持
AVLV
AMERICAN CENTY ETF TR
+$98.6K
3,582
+98%
清仓
DE
DEERE & CO
-$85.5K
0
-100%
减持
ESGU
ISHARES TR
-$75.9K
89
-90%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$74.1K
15,402
-0%
减持
PEP
PEPSICO INC
-$67.0K
870
-30%
清仓
IUSB
ISHARES TR
-$65.7K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$59.7K
1,745
+0%
减持
WMT
WALMART INC
-$52.6K
363
-51%
减持
DFAS
DIMENSIONAL ETF TRUST
+$49.8K
89,739
-3%
清仓
LDOS
LEIDOS HOLDINGS INC
-$49.0K
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$47.2K
0
-100%
减持
PFE
PFIZER INC
-$42.2K
723
-57%
清仓
EFV
ISHARES TR
-$37.9K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$35.3K
55,572
+3%
减持
MCD
MCDONALDS CORP
-$34.7K
186
-42%
减持
HD
HOME DEPOT INC
+$30.5K
2,283
-1%
清仓
IYW
ISHARES TR
-$29.8K
0
-100%
清仓
DGRO
ISHARES TR
-$29.5K
0
-100%
清仓
EFG
ISHARES TR
-$29.2K
0
-100%
清仓
EEMV
ISHARES INC
-$24.8K
0
-100%
清仓
MBB
ISHARES TR
-$24.2K
0
-100%
增持
DFGR
DIMENSIONAL ETF TRUST
+$21.6K
5,358
+21%
减持
QQQ
INVESCO QQQ TR
+$21.3K
738
-6%
清仓
SCHW
SCHWAB CHARLES CORP
-$20.7K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$19.4K
0
-100%
清仓
AMGN
AMGEN INC
-$18.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$15.6K
1,129
-1%
减持
KO
COCA COLA CO
-$15.6K
216
-53%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$15.3K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
+$14.7K
22,910
+1%
清仓
SHYG
ISHARES TR
-$14.5K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
+$14.4K
10,081
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$13.8K
5,694
-6%
清仓
TLH
ISHARES TR
-$12.3K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$11.8K
490
-24%
增持
DFAI
DIMENSIONAL ETF TRUST
+$11.0K
17,963
+1%
清仓
SMOG
VANECK ETF TRUST
-$10.6K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.1K
7,509
+1%
清仓
GOVT
ISHARES TR
-$9.9K
0
-100%
增持
ERIC
ERICSSON
-$9.8K
28,298
+1%
清仓
USMV
ISHARES TR
-$9.7K
0
-100%
清仓
MTUM
ISHARES TR
-$9.2K
0
-100%
清仓
IIM
INVESCO VALUE MUN INCOME TR
-$8.4K
0
-100%
清仓
IJR
ISHARES TR
-$7.3K
0
-100%
清仓
PALL
ABRDN PALLADIUM ETF TRUST
-$6.8K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$6.6K
15,595
+1%
增持
VNQ
VANGUARD INDEX FDS
+$6.3K
5,559
+1%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$5.6K
0
-100%
清仓
ICVT
ISHARES TR
-$5.0K
0
-100%
清仓
IFRA
ISHARES TR
-$4.9K
0
-100%
清仓
CMI
CUMMINS INC
-$4.8K
0
-100%
减持
T
AT&T INC
-$4.7K
246
-45%
清仓
COMT
ISHARES U S ETF TR
-$4.6K
0
-100%
减持
ESGG
FLEXSHARES TR
+$3.9K
588
-1%
清仓
PMO
PUTNAM MUN OPPORTUNITIES TR
-$3.3K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
-$3.1K
7,865
+1%
清仓
ICLN
ISHARES TR
-$3.1K
0
-100%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$2.8K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
-$2.6K
5,463
-3%
清仓
IQI
INVESCO QUALITY MUN INCOME T
-$2.4K
0
-100%
增持
IEMG
ISHARES INC
+$2.1K
44
清仓
NVS
NOVARTIS AG
-$2.1K
0
-100%
清仓
AVDV
AMERICAN CENTY ETF TR
-$2.0K
0
-100%
增持
ITOT
ISHARES TR
+$2.0K
21
+2000%
增持
IWS
ISHARES TR
+$2.0K
18
建仓
—
CARNIVAL CORP
+$1.9K
100
增持
SCHH
SCHWAB STRATEGIC TR
+$1.7K
90
+2150%
清仓
DFEV
DIMENSIONAL ETF TRUST
-$1.3K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$1.3K
101
-11%
清仓
RING
ISHARES INC
-$1.3K
0
-100%
增持
IEFA
ISHARES TR
+$1.2K
22
+450%
增持
SPYV
SPDR SER TR
+$1.2K
27
减持
VTV
VANGUARD INDEX FDS
+$1.1K
455
-1%
清仓
GGZ
GABELLI GLOBAL SMALL & MID C
-$1.0K
0
-100%
增持
IWN
ISHARES TR
+$910
6
减持
WBD
WARNER BROS DISCOVERY INC
-$876
59
-45%
增持
VWOB
VANGUARD WHITEHALL FDS
+$727
12
增持
BUSE
FIRST BUSEY CORP
-$690
3,305
+0%
减持
LRGF
ISHARES TR
-$639
72
-23%
减持
VBR
VANGUARD INDEX FDS
+$617
250
-3%
增持
CSCO
CISCO SYS INC
-$547
1,163
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$503
63
-14%
减持
YELP
YELP INC
+$489
134
-6%
减持
EMB
ISHARES TR
-$454
123
-5%
减持
PRU
PRUDENTIAL FINL INC
+$367
82
-1%
增持
STIP
ISHARES TR
+$357
26
+18%
增持
PG
PROCTER AND GAMBLE CO
+$339
93
+1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$319
35
+9%
增持
BAC
BANK AMERICA CORP
+$314
2,977
+0%
增持
TIP
ISHARES TR
-$287
149
+1%
增持
MUB
ISHARES TR
+$269
162
+3%
清仓
SCHF
SCHWAB STRATEGIC TR
-$114
0
-100%
减持
USRT
ISHARES TR
-$107
3
-40%
增持
ESGE
ISHARES INC
+$88
66
+5%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$80
62
-3%
增持
AVDE
AMERICAN CENTY ETF TR
+$65
2
+100%
减持
IVLU
ISHARES TR
-$63
68
-7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$53
17
+13%
增持
AGG
ISHARES TR
-$38
235
+2%
