Ruedi Wealth Management, Inc.
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$388.3M
Holdings
60
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR
Carry-forward filing.
Latest filing (2026-03-31) contained only unmappable securities. Holdings shown are carried forward from Q4 2025.
01
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
22.9%
02
$DFGP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
13.8%
03
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
13.5%
04
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.9%
05
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.2%
06
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
07
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
08
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.9%
09
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
10
$DFEM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:44 UTC.