Ruedi Wealth Management, Inc. Portfolio Holdings
Q3 2025•53 long positions•$357.2M portfolio value
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Holding55 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $83.4M 23.34% | +$413.7K Bought | — 2.2M shares | 2.2M → 2.2M +$413.7K | +0.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $46.9M 13.14% | +$1.3M Bought | — 844.7K shares | 821.2K → 844.7K +$1.3M | +2.87% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.8M 13.1% | +$2.0M Bought | — 971.1K shares | 929.6K → 971.1K +$2.0M | +4.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $20.0M 5.59% | -$341.6K Sold | — 275.5K shares | 280.3K → 275.5K −$341.6K | -1.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.9M 4.45% | -$32.1K Sold | — 506.0K shares | 507.0K → 506.0K −$32.1K | -0.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $15.7M 4.39% | -$98.0K Sold | — 350.6K shares | 352.8K → 350.6K −$98.0K | -0.62% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.0M 3.92% | -$76.0K Sold | — 303.3K shares | 305.0K → 303.3K −$76.0K | -0.54% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.4M 3.75% | +$890.8K Bought | — 408.7K shares | 381.6K → 408.7K +$890.8K | +7.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.7M 3.55% | +$38.3K Bought | — 218.0K shares | 217.4K → 218.0K +$38.3K | +0.3% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.0M 2.53% | +$398.3K Bought | — 281.9K shares | 269.4K → 281.9K +$398.3K | +4.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.4M 2.08% | -$2.3K Sold | — 226.2K shares | 226.3K → 226.2K −$2.3K | -0.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.3M 2.05% | +$23.1K Bought | — 106.8K shares | 106.5K → 106.8K +$23.1K | +0.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.3M 2.04% | +$929.6K Bought | — 143.8K shares | 125.4K → 143.8K +$929.6K | +14.59% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $4.8M 1.34% | -$17.6K Sold | 0.0% 18.7K shares | 18.8K → 18.7K −$17.6K | -0.37% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 1.29% | -$595.5K Sold | — 107.7K shares | 121.6K → 107.7K −$595.5K | -11.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.6M 1.29% | -$34.9K Sold | — 92.9K shares | 93.6K → 92.9K −$34.9K | -0.75% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 1.11% | +$23.6K Bought | — 166.9K shares | 166.0K → 166.9K +$23.6K | +0.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 1.1% | -$80.2K Sold | — 110.6K shares | 112.8K → 110.6K −$80.2K | -1.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 1.1% | +$41.3K Bought | — 36.0K shares | 35.6K → 36.0K +$41.3K | +1.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.9M 1.09% | +$255.8K Bought | — 142.9K shares | 133.5K → 142.9K +$255.8K | +7.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 0.944% | +$99.1K Bought | — 46.7K shares | 45.3K → 46.7K +$99.1K | +3.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 0.643% | +$132.7K Bought | — 72.1K shares | 67.9K → 72.1K +$132.7K | +6.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.584% | +$14.0K Bought | — 66.0K shares | 65.5K → 66.0K +$14.0K | +0.68% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.572% | — | — 28.5K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.344% | — | — 16.4K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.318% | +$2.9K Bought | — 19.8K shares | 19.8K → 19.8K +$2.9K | +0.26% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.285% | — | — 1.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $958.4K 0.268% | +$405.2 Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$405.2 | +0.04% | $403.32B Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $931.3K 0.261% | -$60.1K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$60.1K | -6.06% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $910.8K 0.255% | -$136.0K Sold | — 12.2K shares | 14.1K → 12.2K −$136.0K | -12.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $888.2K 0.249% | -$24.7K Sold | — 9.7K shares | 10.0K → 9.7K −$24.7K | -2.7% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $841.7K 0.236% | -$40.9K Sold | — 11.7K shares | 12.3K → 11.7K −$40.9K | -4.63% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $803.3K 0.225% | -$10.4K Sold | — 16.1K shares | 16.3K → 16.1K −$10.4K | -1.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $709.5K 0.199% | -$13.7K Sold | — 12.1K shares | 12.3K → 12.1K −$13.7K | -1.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $642.0K 0.18% | +$57.0K Bought | — 15.1K shares | 13.8K → 15.1K +$57.0K | +9.74% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $615.6K 0.172% | — | — 6.9K shares | — | — | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $610.0K 0.171% | — | 0.0% 2.5K shares | — | — | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $581.6K 0.163% | — | 0.0% 2.4K shares | — | — | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $527.5K 0.148% | +$5.0K Bought | — 8.8K shares | 8.7K → 8.8K +$5.0K | +0.95% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $513.2K 0.144% | -$12.3K Sold | — 6.5K shares | 6.7K → 6.5K −$12.3K | -2.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $506.2K 0.142% | -$1.1K Sold | — 13.9K shares | 14.0K → 13.9K −$1.1K | -0.21% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $479.5K 0.134% | +$35.0K Bought | 0.0% 1.5K shares | 1.4K → 1.5K +$35.0K | +7.88% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $457.1K 0.128% | — | — 6.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $454.3K 0.127% | -$11.7K Sold | — 14.4K shares | 14.8K → 14.4K −$11.7K | -2.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $421.3K 0.118% | -$11.7K Sold | — 9.2K shares | 9.5K → 9.2K −$11.7K | -2.7% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $399.6K 0.112% | — | — 5.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $363.9K 0.102% | -$1.3M Sold | — 1.1K shares | 5.2K → 1.1K −$1.3M | -78.47% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Refining & Marketing Energy | $348.5K 0.098% | +$1.7K Bought | 0.001% 1.8K shares | 1.8K → 1.8K +$1.7K | +0.5% | $58.6B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $328.3K 0.092% | — | — 547.0 shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $324.0K 0.091% | — | 0.0% 2.9K shares | — | — | $480.68B Mega Cap | Q4 2022 Held for 2y 11m |
