• 13F History

Ruedi Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$317M
Signature - Title
Chris Marks - Compliance Consultant
Location
Champaign, IL
Summary
This page shows a list of all the recent 13F filings made by Ruedi Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ruedi Wealth Management, Inc. reported 333 stock holdings with total value $317M as of Q4 2024. Top holdings included DFAC, DFSD, DFGP, DFUS, and DFUV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 333 $317M +$36.5M -$5.21M +$31.3M DFAC, DFSD, DFGP, DFUS, DFUV 13F-HR 2/13/2025, 11:07 AM
Q3 2024 343 $291M +$30.9M -$8.45M +$22.4M DFAC, DFSD, DFGP, DFUS, DFUV 13F-HR 10/22/2024, 12:34 PM
Q2 2024 491 $254M +$26.4M -$9.98M +$16.4M DFAC, DFSD, DFUS, DFUV, DFGP 13F-HR 7/17/2024, 02:48 PM
Q1 2024 258 $238M +$17.6M -$4.22M +$13.4M DFAC, DFUV, DFCF, DFUS, DFAT 13F-HR 5/6/2024, 11:59 AM
Q4 2023 244 $212M +$21.3M -$889K +$20.4M DFAC, DFCF, DFUV, DFUS, DFAT 13F-HR 1/25/2024, 01:11 PM
Q3 2023 220 $175M +$10.3M -$363K +$9.92M DFAC, DFCF, DFUV, DFUS, DFAX 13F-HR 10/26/2023, 03:35 PM
Q2 2023 221 $170M +$10.5M -$1.73M +$8.76M DFAC, DFUV, DFCF, DFUS, DFAX 13F-HR 7/27/2023, 01:03 PM
Q1 2023 254 $156M +$11.7M -$671K +$11M DFAC, DFUV, DFUS, DFCF, DFAT 13F-HR 5/9/2023, 02:33 PM
Q4 2022 214 $126M DFAC, DFUV, DFUS, DFCF, DFAT 13F-HR 2/21/2023, 12:52 PM